Introduction to SAFE Appraisals Safety Appraisals For Everyone

Introduction to SAFE Appraisals Safety Appraisals For Everyone Copyright SIEP B. V. An online safety appraisal service

Are you as committed to HSE as you say you are? SAFE is a tool designed to help you answer this question, using the SAFE Appraisal System

SAFE Appraisals WHAT? SAFE is a web based tool for comparing how you perceive yourself with how others see you WHY? To avoid serious consequences caused by misunderstandings and miscommunication HOW? By focusing on how you communicate your commitment to HSE and how committed you really are

The SAFE process Gaining feedback Response analysis and action plan Review Process • A Guardian nominates people to be appraised (e. g. managers/supervisors/safety leaders) and monitors the appraisal process • Those nominated fill out the self assessment questionnaire and request other colleagues to appraise them • When appraisals are complete, individual reports are generated for users • Aggregated reports are also made available for group assessments • Individuals are encouraged to review results with their appraisers and create an action plan for improvement. • Individuals record action plans in the SAFE system • The SAFE system sends reminders to individuals over a 12 month period. • By reviewing and adding comments to the action plan, users should be able to chart progress over time.

The Participants A Guardian: Supervises the process Nominates the participants for Appraisal Organises feedback and discussion sessions Person being Appraised (e. g. Manager/Supervisor/Safety Leader): Nominated for Appraisal Nominates Appraisers Develops a personal improvement action plan An Appraiser: Appraises individuals on safety behaviours and actions Helps in the development of that person’s action plan

The Elements • Four key aspects of HSE Management are being appraised: • Walking the Talk: Do you follow through your statements with real actions? • Informedness: Are you seen as being up to date regarding safety issues? • Trust: Are you seen as trustworthy with regard to safety? • Priorities: What messages are you sending regarding your priorities? Both people being appraised and their appraisers complete a short questionnaire on these four Elements, after which reports are generated with the results.

Example appraisal structure – Team A Guardian is head of a Team. They may or may not also be appraised as part of their own Guardian group or a separate group. 1 Guardian: e. g. Head of department Guardian A 2 3 4 5 People being appraised (e. g. department supervisors) 1 4 5 2 3 Appraisers of each supervisor 1 4 5 2 3

Example company appraisal structure Guardians A & B may also be appraised as part of another group – e. g. a group of Guardians (Team C) Team A Guardian A SAFE coordinator for company There may be several teams and several Guardians within a company – but only one team per Guardian is allowed Team C May appraise each other or may be appraised by those they are Guardians of. Guardian B Team B

Who appraises me? SAFE coordinator for company Guardian (e. g. Head of Department) 1 1 2 4 3 5 2 3 If you have been nominated for appraisal, we recommend that you ask those you work with to appraise you. You should ideally ask those who you supervise, or alternatively people you work with on a daily basis and who are well placed to comment on your safety behaviour. Guardians can be appraised as part of their own Guardian group (and so be their own Guardian), or they can be appraised as part of another group (and so have a separate Guardian).

Report types Individual Report This report contains your appraisal results and is confidential (unless you decide to share the information with others). Note: You need at least 5 people to appraise you before you can generate your personal report. Group Report This report combines your individual appraisal results with other colleagues in your Guardian’s team. Note: This report is only available if your group has 5 or more people in it. Guardian Report (only available to Guardians) This report contains the appraisal scores of the team Guardians are overseeing. Note: if you are your own Guardian (you nominated yourself for a SAFE appraisal), this report is identical to the Group report (above). It is only available if the group has 5 or more people in it.

Reports: What do I receive? SAFE coordinator: Will have access to the Guardian reports for all groups. for company Guardian (e. g. Head of Department) 1 1 2 4 3 5 2 3 Guardian: Will receive a Guardian report for the team they are managing. If they are also being appraised they will also receive a group report and personal report. People being appraised: Will receive a group report for their team as well as their own personal report with their own individual scores. Appraisers: Will receive a group report for their team.

After the Appraisal People being appraised: • Discuss the results of individual/group reports with the Appraisers: • Strong points and the areas for improvement • Ways to Improve • Discuss with supervisor • Personal Action Plan • Set a review date and ask for feedback Guardian: • • Examines the aggregated Guardian report Identifies the areas appraised individuals need to work on

Now you know the process, how do you get started?

How to log in… You will receive an email with your username and password Enter your username (usually your email address) and password then click ‘Log in’

After you log in… Things to do now… tells you what you need to do. Simply follow the onscreen instructions which will lead you through the process. Update your profile and change your password to something more memorable

If you do need help using the system, please email safe@energyinst. org. uk

Frequently asked questions If you are still unsure about the process here are some additional slides with frequently asked questions…

Frequently asked questions When do I receive my report? Individual report You need at least 5 people to appraise you before you can generate the personal report. Group report You need at least 5 people appraised before you can generate the group report. Guardian report You need at least 5 people appraised before you can generate the Guardian report.

Frequently asked questions Guardian/Group reports: What’s the difference? Group report (only available to people being appraised) This report gives the average scores for the team you are being appraised within. Guardian report (only available to Guardians) If you are a Guardian, this report gives the average scores for the team you are managing. These 2 types of report may seem identical (and are under certain conditions) but may refer to different teams being appraised. See next slides for more info

Guardian/Group reports: What’s the difference? Everyone being appraised will receive a group report that will include your own scores and the scores of those in your team. However, if a Guardian is also being appraised, they will receive 2 reports: A group report and a Guardian report. If the Guardian is being appraised as part of someone else’s team, then: 1) 2) The group report will include their own scores but not the scores of those they are managing. The Guardian report will not include their own scores but will include the scores of those they are managing. 1) Group report – Always includes your own scores if you were appraised (3) 2) Guardian report – Only available to Guardians. Will not usually contain the Guardian’s own results. 3) If the Guardian is being appraised as part of their own Guardian group (and so are in effect their own Guardian) these 2 reports are identical.

Frequently asked questions What reports do I get? Everyone being appraised • Everyone being appraised will receive a group report and an individual report. • The group report gives the average scores of your appraisal group, of which your own scores are included. Guardian’s only • All Guardians will receive a Guardian report, which gives the average scores of the group you are Guardian of. This will only include the Guardian’s personal scores if they are being appraised and are their own Guardian. • If you are a Guardian who is also being appraised you will also receive an individual report and a group report that will always include your own personal scores. • If you are your own Guardian, the group report and Guardian report are exactly the same.

If you do need help using the system, please email safe@energyinst. org. uk