• Process:
    Identify the procedure to be observed
    * Identify and review procedure - select procedure based on risk profile and work being completed in your area
    * Prepare observation materials, highlighting key sections of the procedure to focus on
    * Inform personnel you will be conducting a PTO

    Observe the work practice
    * Ask person to explain tasks and risks
    * Check understanding of the procedure
    * Check work practices and behaviours against procedure
    Review observed practice against procedure
    * Identify gaps and opportunities

    Feedback and close out
    * Provide feedback and findings
    * Actions agreed and assigned

  • Outcome:
    * Validate compliance against a Standard Operating Procedure or Work Instruction
    * Gaps identified and SMART actions developed
    * Record field leadership data on this form
    * Raise actions in 1SAP if required

  • New Planned Task Observation
    Field Leadership Record

  • Date of PTO

  • Time of PTO

  • Site where observation took place

  • Area Visited

  • Site Specific Details

  • Prepare for the PTO

  • Identify the Procedure you will observe:

  • Identify the Procedure you will observe:

  • Does the Procedure align with a high risk activity?

  • Do you have any new or inexperienced team members?

  • Are there work instructions that are associated with incident trends or repeat incidents?

  • Review Procedure

  • Do you understand the task requirements?

  • Do you understand all the potential hazards?

  • Have suitable controls been identified?

  • Can the job be done safer or in a more productive way?

  • Prepare observation materials

  • Have you highlighted sections of the Procedure to focus on?

  • Have you made notes on the procedure?

  • Have you prepared a list of questions to check knowledge?

  • Have you added a check column against procedural steps?

  • Inform personnel to be observed. Who is to be observed (name, position, crew)?

  • Have you explained that you will be doing a PTO?

  • Have you explained why you are doing a PTO?

  • Have you described the process you will follow?

  • If possible, have you arranged a specific time to conduct the PTO?

  • Conduct PTO : Observe Work Practices

  • Check personnel's understanding of the Procedure (Enter comments)

  • Do they understand the Procedure for the task?

  • Do they understand the associated risks of the task?

  • Do they understand the controls associated with the task?

  • Check work practices and behaviours against the procedure (Enter comments)

  • Have you observed work practices against the procedure?

  • Have you reinforced positive behaviours?

  • Have you identified deviations from the procedure and provided coaching?

  • Review observed practice against Procedure

  • Identify gaps (Enter comments)

  • Have you identified any gaps between the procedure and the practice observed?

  • Identify opportunities (Enter comments)

  • Are there opportunities to improve the risk controls that are in place?

  • Are there opportunities to improve the procedure?

  • Action findings and provide feedback

  • Provide feedback * Thank personnel for their participation * Reinforce the positive aspects of the task

  • Action findings * Identify and explain aspects of the task they are not doing correctly and coach them in the correct way * Explain actions to participant and enter in SAP

  • Team members

  • Person being observed

  • Coach

  • Person being observed 1 up Manager

  • How long did the PTO take?

Sign off

  • Signature of person being observed (optional)

  • Signature of coach

  • Signature of person being observed 1 up manager

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.