FEATURE
Highlights of an industry benchmarking study:
Health and safety
excellence initiatives
This paper summarizes the?ndings of a benchmarking study of eight large companies that have achieved signi?cant reductions in injury/illness rates.Most companies followed a similar path,setting aggressive multi-year improvement goals for health and safety performance and holding business managers accoun-table for achieving progress.Most companies provided targeted assistance to sites struggling to meet improvement goals,and most companies included speci?c activities for improving ergonomics.
By Michael Lawrence Wynn
In the1990s,a‘‘zero injury’’culture was a popular vision proclaimed by many companies,but most struggled with putting the vision into action. Since that time,several companies have established aggressive multi-year plans to drive their injury and illness experience down by90%worldwide (10?improvement),and have achieved astounding results.A bench-marking study was conducted in May 2007to learn how these companies are achieving excellence in health and safety.
The benchmarking was conducted via phone interviews with corporate Health and Safety Managers or Direc-tors of eight companies that have embarked on aggressive enterprise-wide health and safety improvement initiatives.A questionnaire was used to guide the discussion,with many open-ended questions to allow each company to highlight its distinctive approach.
Eight companies participated in the benchmarking study.Seven were glo-bal enterprises,with one operating as a U.S.-based company,majority owned
by a global enterprise.Due to the small
sample size in this study,any data
comparisons should be considered
anecdotal in nature(not based on sta-
tistical analysis)(Figures1and2).
Five of the participating companies
shared their injury/illness improve-
ment data.The average reduction in
recordable incidence rate(IR)was
77%,and the average reduction in Lost
Workday Case Rate(LWCR)was81%,
achieved within3–12years(varies by
company).
The highlights from this benchmark-
ing exercise are organized into two
categories:general trends(actions
reported by the majority of companies)
and unique activities(notable actions
taken by one or two companies).
GENERAL TRENDS
Most companies followed a similar
path,described below in eight steps.
1.Formally declare an enterprise-
wide safety improvement initiative,
with executive sponsorship outside
of the health and safety manage-
ment line.
While each company had a
unique description of its vision for
health and safety excellence(for
example,‘‘reduce and eliminate
lost-time incidences’’or‘‘achieve
world-class safety performance’’),
nearly all identi?ed an executive
sponsor from corporate leadership.
Five of the companies identi?ed a
sponsor with titles such as CEO,
COO,or Group President,with
two companies identifying their
sponsors as a group representing
upper corporate management.
2.Establish key health and safety per-
formance metrics and routinely
report progress on these metrics at
the site,business,and enterprise
levels.
Most of the companies reported
that their initial primary metrics
were recordable incidence rate
and lost workday case rate.Signi?-
cant effort was required at the start
to ensure that all sites and busi-
nesses were reporting their injury/
illness experience consistent with
corporate standards,regardless of
the country in which they operated
(and what is required for local
injury/illness reporting).
3.Set aggressive multi-year improve-
ment goals for the enterprise and
cascade improvement goals down
to the business and site levels.
Most of the companies set
annual enterprise-wide injury/ill-
ness improvement goals and cas-
cade these down to the businesses
(divisions,business units,etc.)in
the form of percentage improve-
ment needed.Half the companies
assign the percentage improvement
goals to each individual site.
Mike Wynn,CPE is Vice President of
Humantech,a full-service human
performance consulting?rm specializ-
ing in workplace ergonomics since1979
(Tel.:7346633330;fax:7346637747;
e-mail:mwynn@https://www.wendangku.net/doc/a615260507.html,).
22?Division of Chemical Health and Safety of the American Chemical Society1871-5532/$32.00 Elsevier Inc.All rights reserved.doi:10.1016/j.jchas.2007.10.002
4.Hold line management (facility managers and above)accountable for progress toward the improve-ment goals,tying progress to com-pensation.
All participating companies reported that plant/facility/operat-ing unit managers are accountable for health and safety performance.Four companies reported that cor-porate executives are accountable for health and safety performance.Most companies reported that health and safety activities are widely embedded into annual per-sonal reviews,affecting salary increases.Half the companies reported that health and safety per-formance is tied to variable com-pensation for executives.
5.Reinforce the improvement initia-tive through a combination of rou-tine reporting of key metrics and site health and safety activity audits.
Most companies reported that they monitor health and safety per-formance by auditing the health and safety activities at local sites.Most companies identi?ed routine reporting of primary metrics up the line management chain.Sche-dules range from weekly reviews at the local level to annual reviews at the business level.
6.Provide targeted assistance to sites struggling to meet improvement goals.
Half the companies reported that speci?c programs were estab-lished to assist sites in improving health and safety performance.Pro-grams included the following:
Targeted training deployed to the worst performing sites
Matching funds provided to sites for improving targeted issues such as ergonomics and machine safeguarding
Corporate-funded consultation support for improving ergo-nomics
In addition,three companies reported that corporate health and safety plays a role in assisting sites that are struggling with health and safety performance.This included training,coaching,and developing action plans.
7.Include speci?c activities for ergo-nomics in the health and safety improvement initiative and estab-lish goals speci?cally for ergo-nomics.
Most companies identi?ed ergo-nomics as a point of emphasis between three and six years after launching their health and safety improvement initiative.They estab-lished speci?c goals for
ergonomic
Figure 1.Participating
companies.
Figure 2.Injury/illness improvement data from ?ve participating companies (incidence rate is calculated as number of recordable injuries and illnesses ?200,000/the number of hours worked;lost workday case rate is calculated as the number of incidents resulting in lost work time ?200,000/the number of hours worked).
All participating companies reported that plant/facility/operating unit managers are accountable for health and safety performance.
Most companies reported that they monitor health and safety performance by auditing the health and safety activities
at local sites.
Journal of Chemical Health &Safety,May/June 200823
improvement,ranging from activ-ities(training,assessments,etc.), to ergonomic risk exposure,to out-comes(Work-Related Musculoske-letal Disorder rate,workers’compensation costs associated with ergonomic injuries,etc.).
Activities to drive improvements in ergonomics performance varied considerably.These are highlighted in the next section(UNIQUE ACTIVITIES).
8.Introduce leading indicators(activ-
ities,safety audit scores)as primary metrics after initial progress is made toward lowering lagging metrics (injury rates).
Approaches to leading indicators varied considerably.Many compa-nies embrace activity metrics related to speci?c focus areas such as hand safety,ergonomics,or machine safe-guarding.Many companies elevate the importance of safety audit results as a leading indicator.This required
a comprehensive approach to setting
expectations for health and safety excellence,training audit teams, and deploying consistent assess-ments of business health and safety performance.
UNIQUE ACTIVITIES
A number of notable practices were shared during the benchmarking exer-cise.Three that stood out as unique and potentially useful to other compa-nies are described below.
1.Provide funding from corporate for
speci?c activities.
While corporate funding for safety improvements is not unique, several companies have established distinctive approaches to ensuring
that corporate funds are applied
optimally.One approach was to
create a matching funds program
for ergonomic assessments,where
sites apply annually for ergonomics
consulting assistance.Sites are
required to complete some initial
investigative work to scope the
issue,and a written commitment
from site leadership to follow
through on feasible improvements
is required to access the matching
funds.
2.Require managers to spend time
every day working on safety pro-
jects on the shop?oor.
One company sets aside one
hour every working day for man-
agers and supervisors to participate
in safety improvement projects on
the shop?oor.This‘‘safety hour’’
occurs at the same time enterprise-
wide,and managers wear colored
jackets during this time to maximize
the visibility of the company’s com-
mitment to safety.The practice of
investing signi?cant blocks of time
to focus on safety has enabled the
company to complete detailed
hazard assessments of all jobs,and
follow through on workplace safety
improvements on an on-going basis.
3.Establish goals for ergonomic risk
reduction.
Two companies have established
goals for ergonomic risk reduction
and have made signi?cant improve-
ments in this metric.Two others are
in the beginning stages of complet-
ing ergonomic risk assessments for
the purpose of establishing ergo-
nomic risk reduction goals.
One company has set the goal of
all sites having zero job/tasks at
high ergonomic risk within three
years of completing ergonomics
training.The company has standar-
dized on ergonomics tools and
training for manufacturing and
of?ce environments worldwide.
Another company has imple-
mented a three-phase approach to
ergonomic risk reduction:
(1)Each location was required to
identify the10highest ergo-
nomic risk tasks and control
50%of them within three years.
(2)Each location was required to
drive50%of jobs with identi-
?ed ergonomic risk to low risk.
(3)Each business must establish
goals for ergonomic risk reduc-
tion and make progress to the
goals.
FINAL THOUGHTS—CRITICAL
SUCCESS FACTORS FOR HEALTH
AND SAFETY
One question that corporate Health
and Safety Managers or Directors
answered was‘‘What do you believe
have been the critical success factors
for your health and safety improve-
ment initiative?’’Some of the more
intriguing answers were as follows:
Line management accountability
Common metrics,targets,and time-
frames
Integrate health and safety as well as
ergonomics into business processes
Operationalizing EHS;spread
responsibilities outside the EHS
function and drive employee invol-
vement in EHS
Common tools and training allow us
to formalize ergonomic improve-
ment activities
Must adapt what’s working in other
areas,such as quality and lean,into
the EHS management system
24Journal of Chemical Health&Safety,May/June2008