Discussion Topic: Safety

1. 2013 T&D Benchmarking Discussion Topic:Safety Vehicular Accidents: Prepare, Prevent, Respond, Review May 2, 2013

2. Objectives • The goal of this focus area is… • To get to the real practices, policies and behaviors that make a difference • To understand what impacts the statistics • To identify the various aspects of corporate culture that drive good safety performance • We hope to be able to correlate the information from the discussions to actual safety performance, comparing best performers and “improvers” to the rest of the companies and identify the differences and substantiate the effects of these practices. At a minimum, we hope utilities will be able to glean some new ideas from each other.

3. Skimming the Surface • Safety occupies entire groups of people in full time jobs. A thorough discussion of safety will take years…or at least more time than we have. The webinars and questionnaire are designed to skim the surface of the safety issues and perhaps pick up a few key items that could make a difference in safety performance. • We’ll facilitate the continued sharing of information between companies so that when/if you need to dive deeper into a specific topic, you’ll have access to the other SMEs.

4. Our Webinar Roles Defined: Community and 1QC • Community • Prepare and provide “content” experts involved with Safety…discuss how you will use the information gathered in this process internally. Possibly set an internal “product” you may want as a result • Experts answer (before-hand) and be prepared to talk about several key “topical” questions about YOUR company’s practices, approaches, measures, etc in the discussion areas mentioned. Participation on the webinar by your content people / engage with other companies in the discussion! • Participation in the Data Review Conference (DRC) and Insights Conference sessions to talk about our findings; some companies may be asked or volunteer to speak and present their company’s efforts/activities/practices • Follow-up as needed with 1QC on questions, issues. • Respond to questions in the 2013 T&D Questionnaire (on this topic, there are several) First Quartile (1QC) • Facilitate/moderate the process and discussion • Prepare questions beforehand for each Webinar • Prepare the output/notes • Organize the DRC and Insights agendas

5. Detailed Discussion Topic Process April and May Leader’s Conference Webinar: Set Plan Prepare Plan Webinar: Review Plan Discussion Webinars • Primary Purpose • Flesh out Focus Area Topics and expectations • Deliverables • Schedule of events • Interview questions • Identify questions in core questionnaire that provide information • Plan analysis • Deliverables expected • Primary Purpose • Run a series of webinars that brings together subject matter experts on the topic and allows them to share practices and insights • Primary Purpose • Plan 2012 Program • Determine Focus Area Topics • Review Questionnaire • Deliverables • Focus Area Topics to pursue • Draft Questionnaire • Primary Purpose • Review Discussion Plan for alignment with utility expectations Review Meeting Discussion Webinars Insights Conference On-site Presentations • Primary Purpose • Focus groups on Topics • Review analysis so far • Actions/Deliverables • Group Focus • Analysis and synthesis of data • Presentations • Primary Purpose • Review results of discussions • Prepare for Insights Conference • Primary Purpose • Share “learning's” • Actions/Deliverables • Presentations by stand-out companies • Analysis/synthesis of data • Focus groups • Action Steps • Using the analysis template August June

6. Organization of Webinars • Webinar #1: Safety organization and leadership • Webinar #2: Preparing for, Preventing, Responding to and Reviewing Accidents • Webinar #3: Preparing for, Preventing, Responding to and Reviewing Vehicular Accidents • Webinar #4: Leading Indicators

7. WEBINAR #3: Vehicular Accidents Prepare, Prevent, Respond, Review

8. Safety Diagram • The diagram to the right was developed to help summarize all the aspects of safety and how they are related. • We’ll be using this model as a way to organize our discussions about safety. • For today’s webinar, we’re going to use the inner circle to discuss how a utility handles vehicular accidents: what’s done with regard to preparation, prevention, reaction, and response to accidents • Due to time constraints, we won’t be talking about all of the items within each area.

9. Preparation • Preparation is what you do to ensure a safe environment and safe work practices for your employees. We don’t expect to see much difference between how you handle things for different types of accidents, but feel free to comment if there are specific differences. We would like to hear about the following: • Goals & objectives • What goals are set for the company with regard to safety performance measures? • What goals (if any) are set for the company with regard to near-miss accidents? • Are there goals or objectives that aren’t specifically tied to measures? • Do you have any new or successful safe driving initiatives? • Policies/Procedures • Are there any new policies or procedures in place to help achieve the goal? • What policies/procedures have been around a while that have made you successful in achieving goals?

10. Prevention • Prevention includes the specific activities or initiatives you have in place to keep people from getting injured. • Today, let’s talk about practices or activities that seem to be making a difference in your company. • What are you doing for hazard recognition and mitigation? • What practices/policies/procedures are aimed at avoiding road distractions (phone calls, texting, etc.)? • Do you use driver-cams and what results have you seen? • Are you using driving simulations? What are the results? • What practices/policies/procedures are aimed at dealing with road rage? • How are you keeping employees motivated to actively pay attention to safety and safe driving all the time?

11. Response • Response includes all the things that happen once an accident takes place. For this webinar, we’ll talk about just two aspects of response: reporting and investigation. • We do want to focus on any differences in how reporting and/or investigation differ between the three types of accidents. • Reporting • What’s required to be reported? • Who is it to be reported to? • Investigation • What type of accidents receive an investigation? • How thorough is the investigation? • What is done with the results of the investigation? • Do you use root cause analysis during accident investigation?

12. Review & Revision • Review and revision is both forward and backward looking. Companies should look back to see what has happened so that they can look forward and make changes to prevent future accidents. • Measurement • What are you measuring in an effort to better understand the effectiveness of your safety efforts and prevent future events? • What is done with all the measurement information? Who reviews it? How is it communicated? • Are there any awards/penalties for performance? • Feedback & Change • How are you gathering feedback from employees on unsafe practices? • What do you do with the information? How does change happen?

13. Next Steps

14. Deliverables • Deliverables Expected • Following each webinar: • Notes from our webinar discussions following each webinar • At DRC and Insights Conferences: • Listing or presentation of key insights / practices or “learning” gleaned from webinars • Presentations of practices / initiatives from companies

15. Schedule of Webinar Events • Date Webinar Topic April 18 Safety Organization and Leadership April 25 Prepare for; Prevent; Respond to; Review: Personal Accidents May 2Prepare for; Prevent; Respond to; Review: Vehicular Accidents May 9 Leading Indicators: which ones are used and how DRC: JuneSummary of results from webinars; Discussion on assaults on field crews and workplace violence • Insights: AugustPresentations with practice examples • How this relates to an overall picture of Safety Culture

16. Webinar #4: Leading Indicators • Key focus: Leading indicators and working to increase awareness and prevent injuries in general. • We’ll discuss • Leading indicators companies are using • How they are using them and reacting to them • How they are measured • Results they’ve seen Examples of Leading Indicators include: • Examples of typical leading indicators are: • Number of Near Miss and Unsafe Condition Reports submitted • Numbers of specific types of safety issues identified in Near Miss/Unsafe Condition reports • Number of Field Safety Observations (FSO) completed • Numbers of specific types of safety issues identified in FSO’s • Hours of safety training completed • Safety Action Team projects completed “Leading indicators are measures of activities that are most connected with achieving the goal.”

17. Thank you For Your Participation And We Look Forward to Our next Webinar Contact Information Ken BuckstaffKen.Buckstaff@1QConsulting.com310-922-0783 Gene Dimitrov301-535-0590Gene.Dimitrov@1QConsulting.com Debi McLain Debi.McLain@1QConsulting.com760-272-7277 Tim SzybalskiTim.Szybalski@1QConsulting.com925-878-5066 Corporate offices California 400 Continental Blvd. Suite 600El Segundo, CA 90245(310) 426-2790 Maryland 3 Bethesda Metro Center Suite 700Bethesda, MD 20814(301) 961-1505