1AGUIDETOMEASURINGHEALTH&SAFETYPERFORMANCEDecember20012MEASURINGHEALTHANDSAFETYPERFORMANCEContentsIntroductionHowwillthisguidancehelpme?WhattheguidanceisnotWhyisguidancenecessary?Whymeasureperformance?IntroductionProvidinginformationAnsweringquestionsDecisionmakingAddressingdifferentinformationneedsWhattomeasureIntroductionMeasuringthehazardburdenMeasuringthehealthandsafetymanagementsystemMeasuringfailure-reactivemonitoringMeasuringthehealthandsafetyculturePlanningandimplementing-amoredetailedlookWhentomeasureperformanceWhoshouldmeasureperformanceHowtomeasureperformanceIntroductionDerivingperformancemeasuresReferencesFurtherinformationFeedback3INTRODUCTIONThisnewdocumentdevelopedbyHSEprovidespracticalguidanceforpeoplewhounderstandtheprinciplesofhealthandsafetymanagementandwishtoimprovethemeasurementofhealthandsafetyperformanceintheirorganisations.Wewouldwelcomefeedbackontheideaspresentedhere.Theguidanceonmeasuringhealthandsafetyperformanceisorganisedunderthesemainheadings:•Whymeasure?•Whattomeasure.•Whentomeasure.•Whoshouldmeasure.•Howtomeasure.TheguidanceexpandsontheMeasuringperformancechapterinHSE'spublicationHSG65Successfulhealthandsafetymanagement,1whichprovidesguidanceonmanaginghealthandsafety.ThechapterPlanningandimplementingfromHSG65hasbeenincludedwiththisguidancetoprovidebackgroundinformationwhichwillputitintocontext.Youmayfinditusefultoreadthischapterfirst.Howwillthisguidancehelpme?Measuringhealthandsafetyisnoteasyandtherearenosimpleanswers.Butthisguidanceprovides:•HSE’semergingviewsonthisdynamicandimportantsubject;•informationtohelpyouimproveyourorganisation’shealthandsafetyperformancemeasurement;and•anopportunityforHSEtoshareideaswithothersacrosstheworld.Wewouldliketocaptureyourviewsandexperienceinordertodevelopandexpandtheideasfurther.Therearekeyquestionswhichthemostseniormanagersinanorganisationshouldbeaskingthemselves.Theseare:Whatinformationisavailabletoassuremethatthroughouttheorganisationarrangementstocontrolhealthandsafetyrisks:•areinplace;•complywiththelawasaminimum;and•operateeffectively?Thisguidanceaimstogiveyousomeusefulinformationtohelpyouaddressthesequestions.Itprovides:4•aframeworkformeasuringhealthandsafetyperformance;•guidanceondevelopinghealthandsafetyperformancemeasuresrelevanttoyourorganisation;and•usefulreferencestoinformationsourcesonperformancemeasurementgenerally,includingtoolsandtechniques.WhattheguidanceisnotThisguidancedoesnotprovide:•asimplechecklistformeasuringhealthandsafetymanagement;•asimpleanswertothequestion‘howdowemeasureourhealthandsafetyperformance?’;or•adefinitivelistofhealthandsafetyperformancemeasuressuitableforallorganisations.Whyisguidancenecessary?Measurementisakeystepinanymanagementprocessandformsthebasisofcontinualimprovement.Ifmeasurementisnotcarriedoutcorrectly,theeffectivenessofthehealthandsafetymanagementsystemisunderminedandthereisnoreliableinformationtoinformmanagershowwellthehealthandsafetyrisksarecontrolled.IntheUK,theHSCandGovernment’sRevitalisingHealthandSafety2strategyandtherequirementsoftheTurnbullReport3oncorporategovernanceprovidearenewedfocusonhealthandsafetyperformanceandthecontrolofhealthandsafetyrisks.Althoughthereismuchinformationavailableonperformancemeasurementgenerally,thereislittlewhichlooksathealthandsafetyinparticularwhichorganisationscanapplytotheirowncircumstances.HSE...