Strategic Safety Planning

For a plan to be tracked, each choice has to state who is accountable for each action, which indicators will be monitored and when it will be reviewed. That discussion involves governance and business strategy, not only the responsibilities of the technical department.

The decisions that call for planning

• When there are many initiatives but no common direction.
• When an assessment has already shown the priorities and the organization needs to decide how to move forward.
• When roles and responsibilities are unclear between leadership, technical departments and operations.
• When the safety strategy needs a stronger connection to business planning.
• When different sites need to share principles and tracking criteria.

How the planning is conducted

The process is shaped by the organization's priorities and governance structure and may combine:

• Alignment with senior leadership on purpose, context and the choices to be made;
• A review of existing information, programs and priorities;
• Discussion of the challenges that need to be on the strategic agenda;
• Definition of principles, responsibilities and forms of governance;
• Organization of indicators and tracking criteria;
• A consolidated roadmap with priorities, owners and review frequency.

A direction that can be tracked

We agree with the organization on the stages, participants and documents required. The plan records the choices and responsibilities, with a review frequency that makes it possible to track execution and discuss what needs adjusting.

Planning and Cultural Transformation

Planning sets the direction, responsibilities and tracking criteria. Cultural transformation deals with applying that direction to practices, decisions and routines. Depending on the context, planning can be a scope of its own or part of a broader transformation engagement.

Published experience

The Projects page records strategic safety planning work with Raízen, Coca-Cola FEMSA, Citrosuco, InterCement, CESP and BrasilAgro. The published scopes include different combinations of planning, indicator analysis, golden rules, team development and implementation support.