How Managers apply CRM

This Article explains the actions required from a manager during CRM implementation, and for the ongoing support of CRM as it becomes a routine part of a team’s safety culture. Manager checklists are different from those completed by supervisors and operators. A manager Critical Control Verification (CCV) focuses on the administrative and compliance aspects of the operating environment. Managers also review CRM Reports, using the data to prioritize monitoring of highest potential risks in the operating environment.

This article covers:

The manager checklist consists of 3 control elements (or sections):

1. Design

Design describes the capability of the critical control to prevent or mitigate the critical risk. It defines what the control is capable of doing and what must exist for it to function effectively.

2. Implementation

Implementation describes how the critical control is applied and functions in operation as designed. It confirms that the critical control is in place, operating and effective at the time of work execution.

3. Training and Competency

Training & Competency describes the capability people require to recognise hazards, understand the purpose and limitations of the critical control, correctly apply the control, and identify when it is not effective or absent.

With the first CRM Manager Verification complete, managers can then decide on the frequency of their ongoing Manager Verifications. This can be managed using the Forwood One Portal. Manager Verifications can be scheduled on a monthly, half year or yearly basis, as needs require. Planning CRM verification activity.

Next actions required for a manager is to implement the daily practice of CRM into their team. The Forwood One Portal facilitates these planning activities with a set of tools and supporting data, enabling managers to plan the verifications for the team against current, and scheduled work.

With CRM up and running, managers will use the Forwood One Portal to view past and current verification schedules - and this will assist their assessment of the risks, and critical controls to be targeted next.

With CRM Verifications established and ongoing in your workplace, you will then have access to data surrounding previous non-compliance records, which can be analyzed against your upcoming tasks. Using data in this way will generate valuable insights for planning the prioritization of the scheduled verifications.

First, identify the high risk, high frequency tasks in your operating environment - and then overlay this information with the data on non-compliance - and use the results to finalize the verification schedules

With the verification schedule established, the next step is to engage with supervisors and operators in the operating environment and experience the day-to-day mechanics of CRM along with them as they start to use it. Make the time and be prepared for these occasions. This is an opportunity to demonstrate frontline leadership in CRM; encourage questions from the team, and make sure you’re giving the correct information in your answers. Frame the dialogue around CRM as open, and informative. These forums will keep the team on track with the implementation of CRM. The team’s active participation in these discussions will be a guide to their progress with the new system.

Make sure supervisors and operators are completing their assigned verifications and that they understand how to complete them correctly. This includes stopping unsafe work if a non-compliance is found and a fix can be implemented. If the non-compliance can be fixed in the field work can continue after completion of the rectification activity. If not, work may need to be rescheduled and an Action Plan generated to get this work done.

Once the non-compliance has been fixed, the team can safely resume the work and the details of the verification activity are automatically recorded in the Forwood One Portal.

The key actions for a manager during CRM implementation and ongoing business as usual work practices are:

​