Safety ROI Observation

SAFETY ROI : Observation Process

Why an Observation Process?

An observation-based safety system can be the foundation of a positive safety culture. As an integral part of an effective safety program (alongside near-miss reporting, incident analysis, etc.) it provides an excellent means of addressing the human dimensions of safety.


Oil & Gas Industry

The SAFETY ROI Observation Process is an extension of Habit # 4 of the 7 Safety Habits – Send the Message.



Habit # 4 – Send the Message outlines several  techniques that can be use to send the safety message. The two main  techniques  discussed:

1.The Safety C.O.A.C.H.  (Coaching the 7 Safety Habits) We discuss and practice basic coaching techniques. All employees can benefit from this form of training. A combination of classroom and practical.

2. SAFETY ROI Observation Process

SAFETY ROI is not your traditional return on investment, instead it stands for :

  1. Report
  2. Observe
  3. Intervene

the 3 key components of safety.

Reporting is the backbone of any safety system. We need to ensure that everyone understands the obligation to report, what to report, and when and how to report.

Observations are an important part of the safety system as well. The focus is on how the work is being performed. It is an opportunity to identify issues before they become a hazard or an incident.POSTER-SAFETYROI_11x17_0316_V01.indd

Intervention or the Duty to Intervene is an important part of the safety system because it measures how we protect the safety of our co-workers and contractors. Will we intervene when issues arise? What will we do? What will we say?

Benefits of an Observation Processindex



Fewer incidents Improved safety performance
Employee engagement Improved environmental performance
Early detection Enhanced reputation
Improved communication Reduction in costs

Observation Process Elements

  1. Management Support & Accountability
  1. Employee Participation & Engagement
  1. Training Resources
  1. Tracking and Data Management
  1. Auditing and System Assessment

Customized Observation Process (based on SAFETY ROI Model)

There are many standard observation programs in existence today that do not offer a lot of flexibility. The SAFETY ROI Model  is a customized approach to the observations process. It starts by looking at the issues facing the organization and assisting in the development of a process that includes the above 5 elements.

We start off with  standard tools that can be changed by the client to ensure the process is effective. One starting point is the SAFETY ROI Model or Card.



There are many reasons to develop an observation process for your organization. There are many programs to choose from. We offer a customized service designed to meet the specific needs of your organization.