1. Houston Business Roundtable
2013 Safety Excellence Award Training
Finalist Preparation
Presented by: Russell Klinegardner

2. Finalist Preparation Scheduling the Audit
What is done to start an Audit at a location?
What does the Audit team need?
Format of the Audit
Closing Conference
Other Points

3. Scheduling the Audit Send your Audit Team Leader three dates.
Establish a time.
Pick an Audit
Location.
End of the Month, Last ones Audited ALWAYS WINS- MYTH.

4. What is done to start an audit at a location?
Names of Auditors
Authorization into the Facility (Security Clearance and Orientation)

5. What is done to start an audit at a location?
Establish a Location on “Where” to meet. X
Set a time “When” to meet.
Provide a safe means of Transportation.

6. What does the Audit Team need?

7. The Audit Team Needs: Directions
Map to the Facility
Good Directions (Easy to Follow)
Where to Park

8. The Audit Team Needs: Personal Protective Equipment (PPE)
Let the Auditors know what PPE is required for the site being audited.
Have additional site specific PPE. (Ex. Escape Respirators, H2S Monitors, Phosgene Badges, Etc..)

9. The Audit Team Needs: A Meeting Room
Temperature controlled
Restroom Facilities
Comfortable Setting
Employees readily available

10. The Audit Team Needs: Refreshments
Breakfast foods
Snacks
Drinks
Lunch (if necessary)

11. What does the Audit Team NOT need?

12. Situations not to Expose your Auditors to:
Respirator Areas
Confined Space
Hazardous Areas
Lockout/Tagout

13. Allow the Auditors time to talk with the Employees.

14. Let the Employees know what the Auditors will be doing.
“Recognize them for their safety excellence performance”

15. Format of the Audit Documentation Review Field Review Be organized
Follow the format of the audit
Provide supporting data
Company representative readily available
Field Review
Various crews / work activities
Several employees
Transportation

16. Closing Conference
Allow the Audit Team time to meet once the Audit has been completed to gather their notes for the final scoring.
Audit team will then meet with the Company Representatives and discuss the Audit findings. ( Highlight the positives and address any opportunities to improve)
Allocate minutes

17. Other Points Managements commitment Customer support
Brief presentation addressing your company highlights and achievements. (10-15 minutes)

18. Houston Business Roundtable
2013 Safety Excellence Award Training
Finalist Preparation