8.7 Health and safety planning tips.
- 10. Planning Essentials
- 10.1 The planning needs for a SMS
- 10.2 How to Improve your EHS performance
- 10.3 Human errors “To err is human” avoiding mindsets and the need for Check Sheets
- 10.4 Welcome to your change
- 10.5 Staff Welfare facilities, Premises and wellbeing.
- 10.6 Health and safety planning tips.
“The safest Job is the one you have thought through”

This page aligns with:
- Ontario MOL’s Internal Responsibility System (IRS)
- COR 2020 and ISO 45001 principles of planning, consultation, and continuous improvement
- Due diligence principles for supervisors and employers under Canadian OHS law
Some thoughts and tips too consider when planning works – Essential to plan well ahead
- Appointing an experienced project leader
- Identifying long lead items like the budget and program approval.
- Using a planning tool to develop a Critical Path (CPA) analysis to identify critical tasks and expected time scales.
- Consulting with experts to identify all hazards and implement the best control measures.
- Develop a Total safety case. (see section on “The case for a safety case”)
- Have a list of approved contractors and qualifications to tender.
- Work with the Contracts department to develop contractors tender documents for specialized personnel and equipment. i.e do not just leave it to the Contract dept.
- Request your contractors Safety policy and records of safety performance
- Obtain “Risk Registers” for the work all the contractors will be contracted to do,
- Be involved in new equipment specifications and attend witness factory testing on critical components like Well control panels, wellhead valves and completion sub assemblies
- Communicate the program with operational departments and stakeholders
- Be aware of other activities that may conflict with yours
- Logistics will be a key to success, get them fully on board with the planning
- Have a spares list
- Put together a Rigging loft to keep all lifting stored equipment in one place on the worksite and fit for purpose
- Have a testing equipment locker for test gauges, make up and pressure test manifolds in advance. Flush out all test hoses – hoses classed as pressure Vessels and tagged, take care of them.
- Factor in the weather – particularly wind speeds
- Signs provide no protection, put up physical barriers and use permit to work systems
- Keep PPE separate, clean and accessible.
- Gather workers together and Hold toolbox meetings.

A short example:
“Before starting a welding job near flammable material, a supervisor walked the site with the team, identified a hidden hazard, and prevented a near miss. One 5-minute safety check avoided a shutdown.”
Note – it is important to establish a high confidence in a hazard management control measure and to identify what is required to ensure that the management control measure are effective and maintained over time. For ex. if the control measure is “competency” then make sure Job descriptions and training is up to date.
Focus on the worksite to make sure check lists, equipment and supervision is in place. If possible get the site set up a few days in advance, equipment maintained and safety systems in place.
Remember the 80/20 theory that companies often omit the 20% that makes the real difference – like Deep water Horizon which was a Safety management systems failure.
Take into account ‘Human Factors’ An example was when bleeding off the pressure for a pipeline pig trap the procedure mentioned “open the vent valve” but did not emphasize that the vent valve should stay open, hence the operator opened and closed the vent valve as normal practice allowing vapor pressure to build up in the trap.
Team members are better motivated if included – Give all worker the big picture, make them all an essential part of the Program you will be surprised how each team member can contribute to the success of the project and be your eyes and ears.
- Do not be afraid to stop work too have a review and hold a Toolbox meeting”
- Remember – the General Duty Clause – GDC – Legislation only states the minimum H&S Requirements aim for the Optimum
Example – Have essential safety equipment ready and tested for immediate call-off For example we had 44 wells and we purchased 46 wellhead valve assemblies at the project price, the extra 2 wellheads being kept at the factory, tested and ready for immediate call off at short notice. It makes perfect sense to do this for all critical plant safety valves in my experience so you can be assured they are tested, certified and ready to go for immediate use by a competent wellhead manufacturer like Cameron in Stroud, Gloucestershire UK.
Show leadership – UK red Arrows
