Achieving Situation Awareness Tool # 5

About Hearts & Minds

• The Hearts and Minds toolkit was developed by Shell E&P, based upon 20 years of university research, and is being successfully applied in both Shell and non-Shell companies around the world.
• Hearts and Minds uses a range of tools and techniques to help the organization involve all staff in managing HSE as an integral part of their business. 
• Collectively, these tools and techniques are known as the Hearts and Minds Toolkit.

This state of the art toolkit is available to those outside the Shell Group, thanks to a publishing agreement between the Energy Institute and Shell E&P. The Hearts and Minds Toolkit has tools suitable for managers, team leaders and workforce at all levels, that are designed to work alongside any existing HSE tools your organisation may already use.

Why Achieving Situation Awareness Course?

Achieving situation awareness is a tool aimed at improving worker’s decision making, in order to help them assess risks locally and at short notice.

• It is found that, unaided, people tend to overestimate their ability to deal with risk, such as their ability to drive whilst tired.  This leads to people making bad decisions that can result in accidents.
• This tool uses a simple technique to help people recognise when a normal situation has the potential to become dangerous.
• The basic premise takes only a few minutes to understand, and is concurrent with the normal traffic light system:

RED = Stop
AMBER = Proceed with caution
GREEN = Go ahead

Importantly, the tool encourages the user to think carefully about the consequences of too many ‘ambers’ and when this means a necessary halt to operations. Accidents rarely happen because of a single catastrophic failure, except when that failure is at the end of a chain of non-catastrophic failures and organisational oversights. The Rule of Three (red, amber, green) means that risks are no longer considered in isolation, but together to minimise incidents.

Achieving situation awareness can help develop the competence of supervisors and workers to plan work safely.

• Build the Rule of Three into everyday operations.
• Train workers and supervisors to use it before starting potentially risky operations, and to understand what are their ‘ambers’ and what are their ‘reds’.
• Lastly, ensure the Rule of Three is accepted and decisions (e.g. to stop work) that result from its use are respected and upheld.

Who is this course for

•  This course is for anyone at work no matter which function they are responsible for

Learning outcome:  

• Understanding the principles of Rules of Three
• Applying these principles at work properly

Course Accreditation:

The Board of Certified Occupational Safety Professionals (BCOSP)