Expedited Health and Safety
Self-Assessment: A Strategic Planning Tool

William_L_Heim@notes.seagate.com

• Policy
• Personnel
• Budget
• Experience
• Responsibility

• Management commitment demonstrated through action and knowledge
• A process to achieve integration with business actions
• Accountability for H&S performance
• Measures of progress and benefit

• is a formal process to systematically analyze strengths, weaknesses, obstacles and opportunities
• builds understanding and buy-in
• effectively rations resources
• focuses energy on the most important work

• Assemble a team and set aside time
• Work through the workbook of 24 questions
• Multiple choice answers reflect levels of development toward a theoretical management model
• Identify gaps
• Set realistic targets for improvement
• Identify actions needed
• Prioritize actions
• Assign responsibility and time-line

General Self-assessment Question Structure

Question: How well is this aspect addressed?

fully integrated with business operations, broad

participation

Score _____ Target_______ Action Item notes:_____________

Assessment Topics Covered

management commitment, leadership, and communication

responsibility definition and accountability

job hazard analysis

tracking legal requirements

performance targeting and measurement

departmental cooperation

employee involvement

employee training

hazardous materials

off-the-job safety

contractor safety

noise

ergonomics

radiation

personal protective equipment

visitor safety

chemical information systems

occupational medical needs

H&S auditing

emergency preparation

injury and illness performance

accident investigation

• Multi-disciplinary group
• top site management participation
• cross-section is useful
• Commitment of time
• Functional understanding of the business
• Mix of subjective and quantitative questions
• Technical guidance provided

• A process to integrate HS needs with business needs
• Management knowledge and understanding
• Buy-in through participation
• Decision-making based on business priorities
• Assessment against a management system
• Commitment to act
• A means to measure progress

• Assessment performed
• Targets for improvement set
• Action plan developed
• Knowledge preserved and increased
• Report compiled
• Buy-in obtained
• Total time taken - 1/2 to 1 day

Thanks to the people of Honeywell where this process was developed and piloted and to Tony Bishop of PA Consulting who first suggested the idea.