Energy Institute LFI work activities: overview 10 December 2013 Stuart King, Technical Products Manager sking@energyinst

1. Learning from incidents www.energyinst.org Energy Institute LFI work activities: overview 10 December 2013 Stuart King, Technical Products Manager sking@energyinst.org

2. Aims of this presentation • Highlight some of the issues that industry faces • Outline EI learning from incidents activities

3. About the EI The Energy Institute (EI) is the professional membership body for individuals and organisations working in energy or a related field. We promote excellence by developing knowledge, skills and good practice for the benefit of the global energy sector, its people and society. By being part of the EI, our members ensure they stay informed, engaged and connected in a fast-changing industry. • 16,000 individual members • 250 company members • Professional membership grades

4. EI Technical work programme • Funded technical work programme • 30+ Technical Partners • BG Group • BP • Centrica • Chevron • ConocoPhillips • DONG Energy • EDF Energy • ENI • E.ON • ExxonMobil • International Power • Kuwait Petroleum • Maersk Oil • Murco • Nexen • Phillips 66 • Premier Oil • RWE npower • Saudi Aramco • Scottish Power • SGS • Shell • SSE • Statkraft • Statoil • Talisman • Total • Tullow • Valero • Vattenfall • World Fuel Services

5. What is learning from incidents? • Learning from incidents (LFI) involves: • understanding why incidents, near misses, business losses etc. happened, and • making the necessary corrections/improvements to ensure similar incidents do not happen. How we learn, not about what needs to be learned www.energyinst.org

6. Some common issues • Incident investigations often do not go far enough to investigate human and organisational factors issues (i.e. do not always go beyond the immediate causes) • Time & skill of the investigator • Resources linked to severity of incident, not learning potential • Politics, costs, ideology and culture • Avoiding blame of the individual or organisation • Are people responsible for their own actions? Hard to accept. • How do we embed learning? • Creating good actions for learning • Taking time for reflection – contextualising, engaging workforce • How do we know learning has taken place? • - Effectiveness of follow-up actions measured for 6% of incidents

7. Work streams www.energyinst.org

8. Work streams www.energyinst.org

9. Guidance on investigating and analysing human and organisational factors aspects of incidents and accidents (2008) • Why investigate HOF aspects of incidents? – An introduction • Go beyond ‘human error’ being cited as underlying cause in investigations – it’s not an underlying cause! • Introduction to human failure (error and violation) classifications. • Uses the Tripod causation model of why incidents happen. • Just culture – investigation is not about blame, it’s about learning. • Performance influencing factors • Brief description of 28 proprietary and public investigation and analysis methodologies. • ‘a line in the sand’ • Referenced on HSE website • Still a well accessed publication. • …. But due for an update

10. Guidance on meeting expectations of EI process safety management framework: Element 19: Incident reporting and investigation • Provides • a flow diagram of activities that should make up the accident reporting and investigation process. • Performance measures for monitoring reporting and investigation process performance. • High level, for informing the safety management system. • Consistent process • Expected Q2 2014

11. Work streams www.energyinst.org

12. Tripod Beta • Partnership with the Stichting Tripod Foundation • Tripod is an established incident investigation and analysis methodology, used internationally and by a range of industries • Governed by Tripod Board and Tripod Assessors • Accreditation programme for practitioners and Training courses • Tripod Beta: Guidance on using Tripod Beta in the investigation and analysis of incidents, accidents and business losses • Expected Q1 2014 www.energyinst.org

13. Work streams www.energyinst.org

14. Hearts and Minds – Learning from incidents toolkit • LFI process Many organisations stop here External incident Change in behaviour Internal incident Business improvement Safety issue reported ‘The missing link’

15. Hearts and Minds – Learning from incidents toolkit • PhD research, Glasgow Caledonian University (2009-2012) • Exploring LFI from an adult learning perspective. • Follow-up project to produce practical toolkit. • Toolkit: • Provide exercises to: • help the organisation understand its LFI processes • Includes LFI questionnaire • B) engage staff with LFI to contextualise and embed learning • 3 engagement exercises to help engage staff with incidents; apply learning to own work context. • Next steps: development and testing

17. Where are we going? The LFI landscape The focus

18. Future guidance

19. Thank you for your time Any questions? www.energyinst.org