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21 Approaches to Performing a Critical Control Verification in the Field

Forwood’s practical guide for engaging workers and ensuring critical controls are in place and effective.

Written by Jessica Serena

Performing a Critical Control Verification isn’t just about checking a box—it’s about starting meaningful conversations that protect lives. This guide offers 21 practical approaches to help you engage workers in the field, verify that critical controls are truly in place and effective, and build a stronger safety culture through everyday interactions. Whether you're a frontline leader or a coach, these techniques will help you make verifications simple, impactful, and human.

1. Expert Approach

When to use: You know the task well and can speak from deep personal experience.

Description: Use your technical expertise to quickly spot issues and provide practical guidance. No need to look at the Checklists to prepare.

Example questions:

  • “I’ve done this task many times — can you walk me through how you’ve set up your critical controls today?”

  • “From my experience, one thing that can be missed here is ___. How have you addressed that?”


2. Explorer Approach

When to use: You are unfamiliar with the task or process.

Description: Ask open-ended, curiosity-driven questions to learn and uncover potential gaps.

Example questions:

  • “I haven’t done this task before. Can you show me the steps you take before starting this task?”

  • “In your opinion are the critical controls suitable for the task? Why”


3. Control Effectiveness Approach

When to use: You want to ensure a control actually works, not just exists.

Description: Focus on whether the control would truly prevent the incident if things went wrong.

Example questions:

  • “If this critical control failed, what would happen?”

  • “How confident are you that this critical control would save your life?”


4. Insight (Data-Driven) Approach

When to use: You have performance or incident data on this control.

Description: Use factual insights to guide the conversation and address trends.

Example questions:

  • “Last month, we saw 20% non-compliance on this control — why do you think that is?”

  • “What’s the most common challenge with effectively implementing this critical control?”


5. Campaign Approach

When to use: The company is actively targeting improvement on a specific control.

Description: Reinforce the campaign’s message and focus efforts on the targeted critical control.

Example questions:

  • “You’ve probably heard we’re focusing on this control this month — how’s it working here?”

  • “What’s the hardest part of getting full compliance on this critical control every time?”


6. Loved Ones Approach

When to use: To connect safety to personal values, relationships, and family.

Description: Remind workers that controls protect them for the people they care about and that they love most.

Example questions:

  • “Who’s the most important person waiting for you at home?”

  • “How would they feel if you got hurt doing this job?”


7. Caring Approach

When to use: You have a personal safety story that highlights the stakes.

Description: Share your experience with serious incidents to create empathy and urgency.

Example questions:

  • “I’ve been involved in a fatality investigation — I don’t want to see that happen here. How confident are you in these critical controls? Let’s check them together.”


8. Servant Approach

When to use: You want to position yourself as a support, not an enforcer.

Description: Your role is to help leaders and workers do their job more safely.

Example questions:

  • “I’m here to help you make this task as safe as possible — what’s getting in the way?”


9. Building Trust Approach

When to use: Long-term culture building.

Description: Consistently demonstrate fairness, confidentiality, and respect to build open dialogue.

Example questions:

  • “What’s one thing we could change to make following this control easier for everyone?”

  • “Are you aware CRM is a non disciplinary system. No blame. You don’t get in trouble for reporting a non-compliance (a red)”


10. Flip the Coin Approach

When to use: To contrast exceptional and poor compliance.

Description: Use positive examples to reflect on areas that need improvement.

Example questions:

  • “This team has 100% compliance — what do they do differently?”

  • “Are all critical controls to this same high standard?”


11. Pareto Approach

When to use: You want to focus your time for maximum impact.

Description: Spend 80% of your questions on the most significant critical controls.

Example questions:

  • “If we had to pick one control here that would prevent the worst possible outcome, what would it be?”

  • Note: Ensure 80% of your time is spent on asking good questions.


12. Convenient Approach

Caution: Used to identify unsafe shortcuts

When to use: To uncover if workers are taking the easiest route rather than the safest.

Description: Compare the most convenient way to the safest method.

Example questions:

  • “What’s the quickest way to do this? And is that the safest way?”

  • “As example do we complete tasks (as a short cut) because it takes too long to go and get the right equipment or follow the correct process?”


13. Learning Approach

When to use: You want to connect the control to real-world consequences and incidents.

Description: Explain the history — that controls exist because someone was killed.

Example questions:

  • “Do you know why this control was introduced? Provide the context/story”


14. High-Risk Approach

When to use: On known tasks with high potential for serious injury or fatality.

Description: Focus on the controls that protect against the worst credible outcome.

Example questions:

  • “If this control wasn’t in place, what’s the worst that could happen?”


15. Storytelling Approach

When to use: To make safety memorable and relatable.

Description: Share short, impactful stories of incidents, near misses, or great saves.

Example questions:

  • “I heard of a case where ___ happened because this control wasn’t followed. Could that happen here?”

  • “In my experience I have seen this happen. Do you think it could occur here?”


16. Reverse Engineering Approach

When to use: To think through worst-case scenarios.

Description: Work backwards from a potential incident to ensure every barrier is in place.

Example questions:

  • “Let’s imagine something goes wrong — how can we ensure these critical controls will work as expected in the event of a failure?”


17. Coaching Approach

When to use: When you want to develop the worker’s thinking and problem-solving skills.

Description: Guide the worker to self-identify risks and solutions rather than telling them outright.

Example questions:

  • “If you were teaching someone new this job, how would you explain the importance of this control?”


18. Empowerment Approach

When to use: When workers have the authority to stop unsafe work.

Description: Reinforce their right and responsibility to speak up and take action.

Example questions:

  • “If you saw this control missing, would you feel confident to stop the job? Why or why not?”


19. Visual Evidence Approach

When to use: To make hazards or gaps more tangible.

Description: Take photos, use diagrams, or real-time observations to illustrate risks.

Example questions:

  • “Take lots of photos to visually show the risk.”

  • “Is there other forms of evidence you can add to the verification?”


20. Emphatic Approach

When to use: To deeply connect by showing genuine empathy for the worker’s challenges.

Description: Acknowledge the pressures, conditions, and realities they face, and use that understanding to discuss controls.

Example questions:

  • “I can see this is a tough environment to work in — how do you manage to get everything done and follow all requirements?”

  • “What’s the hardest part of implementing critical controls on this job?”


21. Thinking Approach

When to use: To encourage reflective thinking before and during tasks.

Description: Use thought-provoking questions to slow workers down and make them think critically about risk.

Example questions:

  • “Before you start, what’s the most important thing you need to watch out for?”

  • “If conditions changed halfway through, how would that affect your controls?”


Every verification is an opportunity to lead, connect, and save lives. Use these approaches to turn routine verifications into powerful and meaningful safety conversations.

If you have any questions or for additional support, contact your Forwood Customer Success Manager.

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