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Paradigm Shift: Moving from Vertical Paradigm Shift: Moving from Vertical Paradigm Shift: Moving from Vertical Paradigm Shift: Moving from Vertical to Horizontal in Aviation Safety to Horizontal in Aviation Safety David T. Deveau,


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Paradigm Shift: Moving from Vertical Paradigm Shift: Moving from Vertical Paradigm Shift: Moving from Vertical to Horizontal in Aviation Safety Paradigm Shift: Moving from Vertical to Horizontal in Aviation Safety

David T. Deveau, P.Eng., M.B.A. Director Safety, Quality and Environm ent i ( C d ) David T. Deveau, P.Eng., M.B.A. Director Safety, Quality and Environm ent i ( C d ) Jazz Air ( Canada) Beijing – Novem ber 2 to 5 , 2 0 0 9 Jazz Air ( Canada) Beijing – Novem ber 2 to 5 , 2 0 0 9 j g , j g ,

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PRESENTATION OBJECTIVES C id h i ti f t h Consider how aviation safety programs have evolved within vertical silos over time Illustrate the justification and benefits of managing safety horizontally across an

  • rganization
  • rganization

Offer strategies to overcome predictable h ll t ki th h i t l hift challenges to making the horizontal shift Explore what horizontal safety management Explore what horizontal safety management can look like through use of a case study

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Aviation safety has been under continuous change and has seen continuous change and has seen vast improvement since its li t d earliest days …but how has this evolution

  • ccurred?
  • ccurred?

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SAMPLE DEVELOPMENTS IN SAFETY PROGRAMS C R M t Crew Resource Management Threat and Error Management PEAT

Flight

PEAT ASAP Li O i t d S f t A dit

Flight Safety

Line Oriented Safety Audits Human Factors in Maintenance Maintenance Reso rce Management

MTC

Maintenance Resource Management Maintenance Error Decision Aid Join OSH Committees

MTC Safety

Join OSH Committees Fatigue Management Systems

Others

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VERTICAL EVOLUTION OF SAFETY

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NEW ON THE SCENE: SMS S f t M t S t (SMS) i Safety Management Systems (SMS) require:

A relative understanding of safety hazards and risks A relative understanding of safety hazards and risks across all operations and functions Safety to be integrated into all operations Safety to be an inherent part of financial and business decisions Proactive identification of organizational factors and systemic trends that are shared across operations Enhanced two-way safety communication at all Enhanced two-way safety communication at all levels of the organization

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With operationally-based safety h programs, how can

  • rganizations try and address

the need to integrate safety programs to achieve the programs to achieve the

  • bjectives of SMS?

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VERTICAL EVOLUTION OF SAFETY

Flight Safety Maintenance Safety Other Safety Programs Safety Programs

Shared High Level Policies

Joint Safety Committees

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VERTICAL SAFETY PROGRAM CHALLENGES S f t ti i t diff t t Safety programs optimize at different rates Complexity increases resource needs grow Complexity increases, resource needs grow Programs lack diversity (perspective, etc.) Inconsistency and customization grows Programs difficult to compare and measure Program coordination increasingly difficult

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As SMS complexity grows, are j i f i d joint safety committees and shared safety policies enough to address the challenges that vertically-oriented safety vertically oriented safety programs create?

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THE THESIS

To maximize safety it must To maximize safety, it must be integrated throughout an organization as a system of interlocking system of interlocking, compatible processes designed to work together together. However, true integration of g safety is most likely only if common functions are moved out of vertical silos and deployed as a shared, horizontal activities.

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WHAT MAKES A FUNCTION HORIZONTAL? H i t l f ti Horizontal functions

Finance Human Resources Information Technology/Information Management S f Safety

Vertical Functions Vertical Functions

Flight Operations Maintenance Maintenance Sales and Marketing

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THE HORIZONTAL DIFFERENCE I i if Fi d ti ll Imagine if Finance was managed vertically…

Accounts payable accounts receivable and Accounts payable, accounts receivable, and budgeting all report to different departments Every function in the company uses a different format for tracking budgets and expenditures Every function has different financial key indicators

How would the president determine the

  • verall financial health of the company

How would financial strategies be developed

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Our Finance scenario is silly, of

  • course. Who would ever do

something like that? It would never work! …But, this is exactly how safety is managed when safety programs remain vertically embedded within

  • perational silos.

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MOVING TO THE HORIZONTAL C t id biliti f th Create company-wide capabilities for the shared elements of all safety programs:

Safety policies (including non-punitive reporting) Reactive and proactive safety reporting processes Safety investigation function Safety communication vehicles Quality assurance processes (including auditing) Risk management processes Corrective and preventative action management Safety performance goals and measures

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MOVING TO THE HORIZONTAL C t t l f t i ti th t h Create a central safety organization that has the independent mandate and authority to deliver these capabilities across the i ti ( ith h d ti t CEO)

  • rganization (with head reporting to CEO)

Implement cross-functional processes and Implement cross-functional processes and forums to keep business units deeply involved in these safety activities Ensure that ownership of safety performance and outcomes remains with applicable b i i h f d business units…not the safety department

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HORIZONTAL SAFETY MODEL

Flight Operations

Safety policies policies, processes, systems and services

Admin

Operational Support

services

Regulator g and Industry

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BENEFITS: HORIZONTAL SAFETY MANAGEMENT St d di ti f li i Standardization of policies, processes, procedures, metrics and systems

Reduced complexity Easier and cheaper to maintain Reduced training for safety staff and employees More flexible use of safety staff Leverage best practices across all operations More safety data, better root cause trending Greater transparency (and accountability) Easier to promote consistent safety culture

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CHALLENGES C t li i ith t l i i li ti Centralizing without loosing specialization

Use subject experts / allow for operation differences

Operational turf and fear of loosing control

Allow processes for Ops direction and influence Allow processes for Ops direction and influence

Executive Support

Demonstrate staff, cost and process efficiencies

L f S f t O hi Loss of Safety Ownership

Clearly define roles and responsibilities

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CASE STUDY: Jazz Air LP

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VERTICAL JAZZ SAFETY (Before Reorganization)

CEO Flight O Maint Airports Admin Corp S f Ops Flight Safety QA & Audit Maint. MTC Safety MTC Audit Airports Airports QA Airport Safety Admin. OSH Safety Ltd Audit Security Em. Resp.

Ops Mtc Airports Corp. OSH Corporate Safety Safety Committee

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JAZZ GOES HORIZONTAL

President Operations Safety Organization Operations Support Safety Investigation Branch Audit & Document Management Security Emergency Response Occupational Safety & Health Risk Management

Operational Safety Corporate Quality Corporate Safety Safety Stakeholders Safety Review Quality Council Safety Committee Stakeholders (Union)

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JAZZ MODEL FOR SAFETY INTEGRATION

  • Maintenance,

engineering and inspection dimensions

  • Flight operations

dimensions (pilot and cabin crew)

Reporting Systems, Investigation and Analysis Risk Management Processes Corrective and Audit and

  • Administrative,

quality and

  • Ground

handling

and Preventative Actions ud t a d Quality Assurance

quality and

  • rganizational

dimensions handling dimensions 2 3

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BENEFITS BEING REALIZED AT JAZZ R d d f t ti t f 5 t 1 Reduced safety reporting systems from 5 to 1 “Professionalized” investigation standards Professionalized investigation standards Consolidated safety data, improved measures (f l i d tti t t / bj ti ) (for planning and setting targets/objectives) Simplified training improved communication Simplified training, improved communication Facilitated trust and growth of safety culture Leveraged expertise and best practices

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CONCLUSIONS S f t h bj ti Safety programs share common objectives These safety functions and services can be These safety functions and services can be stronger and more efficient if standardized St d di d f t i b t Standardized safety services are best delivered from a centralized organization with strong links to operational groups Without a horizontal approach to managing safety the challenges of a vertical model can safety, the challenges of a vertical model can prevent continued progress under SMS

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Jazz Air and Your Presenter

Jazz Air LP

D id T D P E MBA

Jazz Air LP

Based in Halifax, Nova Scotia, Canada

David T. Deveau, P.Eng., MBA

David.Deveau@FlyJazz.ca , 137 aircraft (Bombardier CRJ and Dash 8) 01-902- 873-5936 and Dash-8) 5,000 employees www.FlyJazz.ca p y 820+ flights per day 7th largest regional airline worldwide