1. Plan-Do-Check-Act the Key to Safety Success
David W. Bogart, CSP
3032 Shirley Street
Eugene, OR 97404
Office Phone –
Plan-Do-Check-Act the Key to Safety Success

2. Plan-Do-Check-Act the Key to Safety Success
Objectives
Talk a little bit about OR-OSHA Safety Committee requirements
Learn what PDCA is
Talk about PDCA as an effective Safety Management System (SMS)
Give a little detail on each component
End up challenging you
Plan-Do-Check-Act the Key to Safety Success

3. Plan-Do-Check-Act the Key to Safety Success
OR-OSHA Requirements
Every business must have a safety committee
A safety committee consists of members elected by the employer and the employees
All safety committees must follow certain rules and guidelines
Oregon Safety Committee Rules | eHow.com
In Oregon, every business must have a safety committee or hold safety meetings on a regular basis. The only exception to this rule is a business where the owner is the only employee in the business. A safety committee consists of members elected by the employer and the employees. All safety committees must follow certain rules and guidelines for effective operation. Read more: Oregon Safety Committee Rules | eHow.com
Plan-Do-Check-Act the Key to Safety Success

4. OR-OSHA Safety Committees Must…
Meet monthly
Keep a record of each meeting for three years
Establish procedures for conducting quarterly workplace safety and health inspections
Establish incident investigation procedures that will identify and correct hazards.
Establish a system for reporting hazards
Establish a procedure for reviewing inspection reports
Evaluate all incident investigations
Make safety committee meeting minutes available
Recommend ways to strengthen your business’s overall safety effort
Meet monthly. (If your employees do mostly office work then your safety committee can meet quarterly.)
You can conduct meetings with a conference call if necessary.
• Keep a record of each meeting for three years.
• Establish procedures for conducting quarterly workplace safety and health inspections. (Mobile and
infrequently visited sites can be inspected less frequently.)
• Work with you to establish accident investigation procedures that will identify and correct hazards.
• Establish a system for employees to report hazards.
• Establish a procedure for reviewing inspection reports.
• Evaluate all accident and incident investigations.
• Make safety committee meeting minutes available to all employees.
• Recommend ways to strengthen your business’s overall safety
efforthttp://
Plan-Do-Check-Act the Key to Safety Success

5. Why do Safety Committees Fail?
The people get frustrated.
Plan-Do-Check-Act the Key to Safety Success

6. Plan-Do-Check-Act the Key to Safety Success
What is PDCA?
PDCA (plan–do–check–act )
An iterative four-step management method used in business for the control
Continuous improvement of processes and products
Plan-Do-Check-Act the Key to Safety Success

7. Plan-Do-Check-Act the Key to Safety Success
Four Components
Company Safety Policy
Document Correction and components
Risk Management
Legal requirements
PLAN
Establish the objectives and processes necessary to deliver results in accordance with the expected output (the target or goals). By establishing output expectations, the completeness and accuracy of the specification is also a part of the targeted improvement. When possible start on a small scale to test possible effects.
Plan-Do-Check-Act the Key to Safety Success

8. Plan-Do-Check-Act the Key to Safety Success
Company Safety Policy
Document Corrections and Components
Gives Responsibility
Shows Basis
Outlines Duties
Shows Coverage
Gives order to the system
Shows how a process is updated
Gives a schedule for review
Company Safety Policy
In this item we look to see if the company safety policy is. Has it been updated with the current site manager? Has it been reviewed? Is it communicated ti the employee population? Does it adequately reflect the sites position on Safety? Is it posted? The safety committee is in the best position to tell these and other things about the safety policy. But most importantly is it written down? You will see this in every section; if it is not written down, it will not happen.
Document Correction and Components
In this section the site tells the format for a document, its components, how a new document becomes a procedure, how often a document is reviewed, and what the system looks like. It is critical that the safety Committee has a role in determining this.
Risk Management
In this section the site tells how company handles Risk Management. How do they plan jobs, what is and is not allowed for outside activities and how the site handles risk management. Without these ground rules it impossible to manage safety.
Legal Requirements
The final section of the Plan component is legal Requirements. It is to late to determine how you are going to handle legal issues if you wait for them to happen. Who do you call? When do you call? What types of information do you give to them? With no direction two people with good intension could go two different ways.
A company Safety Policy
Select the problem to be analyzed
Clearly define the problem and establish a precise problem statement
Set a measurable goal for the problem solving effort
Establish a process for coordinating with and gaining approval of leadership
Plan-Do-Check-Act the Key to Safety Success

9. Plan-Do-Check-Act the Key to Safety Success
Risk Management
Legal Requirements
How company handles Risk Management.
How do they plan jobs,
What is and is not allowed for outside activities
External Activities
Project Review
Risk Assessment
Determine how you are going to handle legal issues
Who do you call?
When do you call?
What types of information do you give to them?
With no direction two people with good intension could go two different ways.
Risk Management - Identify the processes that impact the problem and select one
List the steps in the process as it currently exists Map the Process
Validate the map of the process
Identify potential cause of the problem
Legal requirements
Collect and analyze data related to the problem
Verify or revise the original problem statement
Identify root causes of the problem
Company Safety Policy
In this item we look to see if the company safety policy is. Has it been updated with the current site manager? Has it been reviewed? Is it communicated ti the employee population? Does it adequately reflect the sites position on Safety? Is it posted? The safety committee is in the best position to tell these and other things about the safety policy. But most importantly is it written down? You will see this in every section; if it is not written down, it will not happen.
Document Correction and Components
In this section the site tells the format for a document, its components, how a new document becomes a procedure, how often a document is reviewed, and what the system looks like. It is critical that the safety Committee has a role in determining this.
Risk Management
In this section the site tells how company handles Risk Management. How do they plan jobs, what is and is not allowed for outside activities and how the site handles risk management. Without these ground rules it impossible to manage safety.
Legal Requirements
The final section of the Plan component is legal Requirements. It is to late to determine how you are going to handle legal issues if you wait for them to happen. Who do you call? When do you call? What types of information do you give to them? With no direction two people with good intension could go two different ways.
Collect additional data if needed to verify root causes
Plan-Do-Check-Act the Key to Safety Success

10. Plan-Do-Check-Act the Key to Safety Success
Six Components
Safety Procedures
Occupational Health
Training
Purchasing
Communication
Consultation
Plan-Do-Check-Act the Key to Safety Success

11. Plan-Do-Check-Act the Key to Safety Success
Safety Procedures
Occupational Health
Safety Procedures
Confined Spaces
LOTO
Working at Heights
Electrical Safety
And so on…
Establish company guidelines
Establish procedures
How deal with health exposures DO
Implement the plan, execute the process, make the product. Collect data for charting and analysis in the following "CHECK" and "ACT" steps
Establish criteria for selecting a solution
Generate potential solutions that will address the root causes of the problem
Select a solution
Gain approval and supporter the chosen solution
Plan the solution
Plan-Do-Check-Act the Key to Safety Success

12. Plan-Do-Check-Act the Key to Safety Success
Training
Purchasing
What training is done
What is the schedule
What do we do for new employees
How do you deal with new requirements
The supply of safety equipment
Selecting contractors
Plan-Do-Check-Act the Key to Safety Success

13. Plan-Do-Check-Act the Key to Safety Success
Communication
Consultation
How do you communicate safety related material
Outlines things that the site does
How do you handle outsiders
Who are the expected consultants and who handes them
Plan-Do-Check-Act the Key to Safety Success

14. Plan-Do-Check-Act the Key to Safety Success
Five Components
Inspection
Testing
Auditing
Incident Reporting
Corrective Action
Plan-Do-Check-Act the Key to Safety Success

15. Plan-Do-Check-Act the Key to Safety Success
Inspection
Testing
How often
What
What are done with the resulst
What tests will be done
Frequency
Schedule
CHECK
Gather data on the solution
Analyze the data on the solution
Study the actual results (measured and collected in "DO" above) and compare against the expected results (targets or goals from the "PLAN") to ascertain any differences. Look for deviation in implementation from the plan and also look for the appropriateness/completeness of the plan to enable the execution i.e.,"Do". Charting data can make this much easier to see trends over several PDCA cycles and in order to convert the collected data into information. Information is what you need for the next step "ACT".
Plan-Do-Check-Act the Key to Safety Success

16. Plan-Do-Check-Act the Key to Safety Success
Auditing
Incident Reporting
How will the safety system be checked
Who conducts the audits
What incidents to repore
Difference between incidents and Near-misses
How the site uses the statistics
What to report
Plan-Do-Check-Act the Key to Safety Success

17. Plan-Do-Check-Act the Key to Safety Success
Corrective Action
What is done to correct a finding
What is the procedure
What is the form to use
What needs to be reported
Plan-Do-Check-Act the Key to Safety Success

18. Plan-Do-Check-Act the Key to Safety Success
Three Components
Safety Measures
Safety Goals and Objectives
Safety Review
Plan-Do-Check-Act the Key to Safety Success

19. Plan-Do-Check-Act the Key to Safety Success
Safety Measures
Safety Goals and Objectives
What is to be reported
Where to be reported
What is reported
Tells how to measure safety
Tells how to measure the Safety Committee
Does it meet the site goals
Form to be followed
ACT
Identify systemic changes and training needs for full implementation
Adopt the solution
Plan ongoing monitoring of the solution
Continue to look for incremental improvements to refine the solution
Look for another improvement opportunity
Request corrective actions on significant differences between actual and planned results. Analyze the differences to determine their root causes. Determine where to apply changes that will include improvement of the process or product. When a pass through these four steps does not result in the need to improve, the scope to which PDCA is applied may be refined to plan and improve with more detail in the next iteration of the cycle, or attention needs to be placed in a different stage of the process.
Plan-Do-Check-Act the Key to Safety Success

20. Plan-Do-Check-Act the Key to Safety Success
Safety Review
How is the safety system reviewed
What is looked at
How effective is the system
Plan-Do-Check-Act the Key to Safety Success

21. OR-OSHA Safety Committees
Bring workers and management together
Assist you in making continuous improvement
PDCA is one system
Bring workers and management together in a non-adversarial, cooperative effort to promote safety and health.
Assist you in making continuous improvement to your safety and health programs
If you want to make continuous improvements in you safety process that use PDCA
Plan-Do-Check-Act the Key to Safety Success

22. Plan-Do-Check-Act the Key to Safety Success
OR-OSHA Components
All of the safety committee components are all included in PCDA
The PDCA approach becomes a living document
It involves everyone
The PDCA system is solid
Plan-Do-Check-Act the Key to Safety Success

23. Experience is the Best Teacher
I have worked for insurance companies, run safety processes, worked for fortune 500 companies and set up PDCA systems as a consultant
I have been in safety since 1972 and a member of the ASSE since 1981
I am here to help; use me
Plan-Do-Check-Act the Key to Safety Success

24. Plan-Do-Check-Act the Key to Safety Success
Questions?
Plan-Do-Check-Act the Key to Safety Success