Field Leadership Coaching Tool - duplicate

• Conducted on

  Date

• Prepared by

• Location
  Address

1. General Information

• Lead Observer

• Coach

• Observer Department

• Coach Department

• Additional Observers

  Yes

  No

• Names

• Observation Type

  LA

  CCO

  PTO

  TTT

• Yes

  No

  N/A

• Yes

  No

  N/A

2. PTO

• Does the observer have a PTO schedule that systematically covers procedures for their highest risk task?

  Yes

  No

• Mandatory comment required

• Was the work procedure/instruction reviewed prior to completing the PTO?

  Yes

  No

• Comment required

• Did the observer verify the persons understanding of the work procedure/instruction?

  Yes

  No

• Comment required

• Did the PTO focus on the work observed against the work procedure/instruction?

  Yes

  No

• Comment required

• Did the PTO discuss opportunities to improve the work procedure/instruction?

  Yes

  No

• Comment required

3. CCO

• Does the observer have a CCO schedule that systematically covers the highest risks and tasks?

  Yes

  No

• Comment required

• Was the observer familiar with the risk and control question prior to undertaking the CCO?

  Yes

  No

• Comment required

• Did the observer seek to understand how they are managing fatality risks by asking the three questions as a minimum?

  Yes

  No

• Comment required

• Did the CCO focus on the specific risk and critical control that was selected during the planning phase?

  Yes

  No

• Comment required

• Did the observer test understanding and discuss the importance of managing change?

  Yes

  No

• Comment required

4. Layered Audit

• Was the layered audit conducted with two direct layers of leadership?

  Yes

  No

• Comment required

• Did the layered audit clearly follow the three step process? (Pre-audit meeting, conduct audit, post audit meeting)

  Yes

  No

• Comment required:

• Conduct the Audit - Did the Layered Audit visit people working in the field to test control effectiveness? (Eg the Layered Audit is narrow and deep on the topic selected, systems are checked for gaps in documentation or in the application of the documented process or system of work in the field)

  Yes

  No

• Post Audit Meeting - Did the post audit meeting effectively close the Layered Audit? (Eg discuss observations made through the Layered Audit and identify system and improvement opportunities, agree on SMART actions and action owners)

  Yes

  No

• Comment required:

• Was the observation completed in an appropriate timeframe?

  Strength

  Developmental Area

  N/A

5. Engagement

• Did the observer/leader conduct a positive interaction?

  Yes

  No

• Comment required:

• Did the observer/leader model safe behaviours throughout the activity?

  Yes

  No

• Comment required:

• Did the observer/leader show effective powers of observation?

  Yes

  No

• Comment required

• Did the observer/leader coach the person/group appropriately?

  Yes

  No

• Did the observer/leader define or reinforce a relevant standard/behaviour?

  Yes

  No

• Comment required:

• Did the observer/leader set standards in their area of responsibility?

  Yes

  No

• Comment required:

General infromation

• Comment: