Effective Implementation of Behavior-Based Safety in the Unique Petroleum Industry

One challenge in the upstream exploration and production industry is that the nature of the work is dynamic, as is the makeup of the workforce. This is especially true when trying to integrate an effective behavioral safety process (BSP). Although it is counter to change management philosophy, the theory was tested: does mandating the use of behavioral safety tools (i.e., observation, feedback, positive intervention, etc.) prior to a group's understanding of its value, then experiencing multiple positive events in the field, lead to identical results achieved through conventional methods? Behavior-based performance (BBP), the company's process, was re-implemented in mid-2004 for a Rock Springs, Wyoming test group, utilizing mandatory participation. Remaining company camps in the western U.S. were control groups that used conventional implementation methods. Following introductory training and explanation of mandatory activities, tracking/monitoring began. Analyses of field data and comparative results from 2003–2007 determined "mandatory" effectiveness and indicated all the test group's BBP metrics were significantly better and improved earlier than those of the control groups. The resulting conclusion was that requiring participation resulted in equal or better engagement than control groups utilizing voluntary techniques. All components influencing process engagement were not controlled; however, evaluating whether program maturity, culture, management support, etc., affects implementation was addressed through ongoing BBP sustainability audits. BSPs are strongly embraced by petroleum producers, to the extent that even their service contracts require BSP utilization and frequently stipulate metrics to be achieved. As a service contractor, the objective becomes how to effectively implement a BSP. Challenges include the often fluid employee base, remote assignments, and erratic hours worked by the typical petroleum workforce. Conversely, stable manufacturing workforces working steady schedules can receive continuous BSP training, reinforcement, and "real-time" coaching, ideally resulting in engagement and voluntary participation.