Information
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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
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New Planned Task Observation
Field Leadership Record -
Date of PTO
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Time of PTO
- 0000-0300
- 0300-0600
- 0600-0900
- 0900-1200
- 1200-1500
- 1500-1800
- 1800-2100
- 2100-0000
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Site where observation took place
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Area Visited
- Open Cut Mining Area
- Coal Processing Area
- Maintenance Workshop Area
- Rail Area
- Projects Location
- Exploration Location
- Support Services
- Shutdown
- Other
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Site Specific Details
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Prepare for the PTO
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Identify the Procedure you will observe:
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Identify the Procedure you will observe:
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Does the Procedure align with a high risk activity?
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Do you have any new or inexperienced team members?
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Are there work instructions that are associated with incident trends or repeat incidents?
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Review Procedure
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Do you understand the task requirements?
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Do you understand all the potential hazards?
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Have suitable controls been identified?
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Can the job be done safer or in a more productive way?
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Prepare observation materials
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Have you highlighted sections of the Procedure to focus on?
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Have you made notes on the procedure?
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Have you prepared a list of questions to check knowledge?
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Have you added a check column against procedural steps?
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Inform personnel to be observed. Who is to be observed (name, position, crew)?
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Have you explained that you will be doing a PTO?
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Have you explained why you are doing a PTO?
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Have you described the process you will follow?
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If possible, have you arranged a specific time to conduct the PTO?
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Conduct PTO : Observe Work Practices
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Check personnel's understanding of the Procedure (Enter comments)
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Do they understand the Procedure for the task?
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Do they understand the associated risks of the task?
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Do they understand the controls associated with the task?
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Check work practices and behaviours against the procedure (Enter comments)
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Have you observed work practices against the procedure?
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Have you reinforced positive behaviours?
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Have you identified deviations from the procedure and provided coaching?
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Review observed practice against Procedure
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Identify gaps (Enter comments)
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Have you identified any gaps between the procedure and the practice observed?
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Identify opportunities (Enter comments)
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Are there opportunities to improve the risk controls that are in place?
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Are there opportunities to improve the procedure?
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Action findings and provide feedback
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Provide feedback * Thank personnel for their participation * Reinforce the positive aspects of the task
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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
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Team members
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Person being observed
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Coach
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Person being observed 1 up Manager
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How long did the PTO take?
- less than 10 minutes
- 10 - 19 minutes
- 20 - 29 minutes
- 30 - 39 minutes
- 40 - 49 minutes
- 50 - 59 minutes
- greater than 60 minutes
Sign off
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Signature of person being observed (optional)
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Signature of coach
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Signature of person being observed 1 up manager
