Health & Wellbeing for UK Rail Roadmap Workshop 3 15 November, DRAFT 1.0 Nov 2013 Note: Wordle created from participant vision statements Copyright Institute for Manufacturing Page 1 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Executive Summary This report results from a one-day workshop to map the future of Health & Wellbeing for the UK Rail industry. This is the third of three workshops to develop a roadmap to bring about commitment and understanding for a series of well-planned, effective and prioritised tasks that a diverse range of stakeholders believe will improve health and wellbeing management within the railway and therefore the health and wellbeing of the Rail Workforce and the efficiency of the sector. The workshop was jointly hosted by RSSB and ORR at RSSB in London and benefitted from the insights of 24 experts from across the relevant stakeholder groups. The workshop started with a baseline landscape and outline vision based on the pre-work that had been completed by the vast majority of participants. In setting out a Vision for Health and Wellbeing in UK Rail the group showed very strong alignment across all stakeholder groups (see 1.1) in identifying “Better workforce health and physical, social and psychological wellbeing, underpinned by a culture which demonstrates that health at work is everybody's responsibility” as the two key aspects of the Vision. Further factors were also seen to be important: Professionalised health and wellbeing provision in Rail A more efficient and productive railway for the benefit of everyone and An engaged and committed supply chain working together. Of relatively lower importance were: Legal compliance and moving towards broader industry bestin-class Working for the rail industry is a long, productive and attractive career An inclusive and sustainable workforce Copyright Institute for Manufacturing Page 2 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Executive Summary (continued) Key Trends, Drivers and Stakeholder Perspectives prioritised by the group as having the most influence on the future context for Health and Wellbeing included the following (in order of priority – see section 2 for detail): •Ageing workforce / longer working life • Retain the best employees • Rising Obesity • Improved H&W delivers productivity to benefit of all • Social attitudes driving changes in work / life balance • Worker health has a lower profile than worker and passenger safety • ORR health programme priorities 2014-19 • Improved Employee and Union relations / engagement (inc H&S Reps) • Whole system approach to railway management (RTS) • Industry reputation as an attractive place to work • Dame Carol Black report indicates work is good for you • There needs to be a cost benefit to health Copyright Institute for Manufacturing Page 3 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Executive Summary (continued) The Health and Wellbeing Challenges faced by the Industry (which of course represent Opportunities if addressed) were prioritised as follows (see section 3 for detail): •Stress, Anxiety and Depression • Fatigue / shift patterns • Wellbeing sustains engagement • Active life styles / Active life style promotion • Need for reliable leading and lagging indicators for ill health • Poor health management limits ability to work • Access for all to quality OH services • Lack of individual resilience and adaptability • Musculoskeletal disorders • Absenteeism • Future occupational cancer burden – shift work, DEEE • Sleep disorders Copyright Institute for Manufacturing Page 4 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Executive Summary (continued) The group then worked to identify and prioritise the key Reponses, Actions and other Enablers that could be put in place to address these Challenges in the context of future Drivers and Needs (see section 4). The highest priorities were identified as: • Emphasise key role of Line Managers in providing purpose & direction • Leadership creates culture for behaviour change • Employee engagement is key to delivering wellbeing ==> OH • Training courses & Education for target groups (especially front-line managers) • Industry strategy for Engagement • All stakeholders (including individual responsibilities) agree benefits and understand roles in making positive changes. • Shift funding from reaction to prevention • Rail based health standards are reviewed and improved for better outcomes • Best practice knowledge transfer • Increase employee say in what is happening • Translate proven health activities from other industries into rail • Awareness of, reporting & training for stress issues A number of these priorities were explored in more detail to characterise benefits and identify outline Action Plans for delivery (see section 5) Copyright Institute for Manufacturing Page 5 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Contents Executive Summary 1. Vision and Roadmap Landscape 2. Trends & Drivers and Stakeholder Perspectives 3. Health & Wellbeing Challenges & Opportunities 4. Responses & Enablers 5. Detailed exploration of Responses & Enablers – – Characterisation and Elevator Pitch Outline Action Plan Appendices: A. Participants B. Workshop Feedback C. Detailed exploration of Value Creation Opportunities D. Workshop Process E. Participant Perspectives Copyright Institute for Manufacturing Page 6 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 1.1. Vision for Health & Wellbeing in UK Rail Vision component Infrastructure TOC FOC 3 7 2 Number of participants in stakeholder group in workshop: Better workforce health and physical, social and psychological wellbeing A culture which demonstrates that health at work is everybody's responsibility Professionalised health and wellbeing provision in Rail A more efficient and productive railway for the benefit of everyone An engaged and committed supply chain working together Legal compliance and moving towards broader industry best-in-class Working for the rail industry is a long, productive and attractive career An inclusive and sustainable workforce Health Rail / Specialist External Body 3 Supply Chain Total 2 24 7 27% 26% 14% 18% 27% 21% 24% 9% 24% 29% 18% 18% 7% 19% 23% 12% 14% 23% 10% 21% 15% 0% 14% 0% 23% 20% 0% 13% 23% 18% 14% 0% 4% 21% 12% 18% 0% 7% 14% 8% 0% 7% 0% 4% 14% 5% 6% 21% 6% 0% 2% 7% 0% 6% 7% 4% Note: Not all stakeholder groups were equally represented. Stakeholder group numbers do not reflect balance of influence across sector Copyright Institute for Manufacturing Page 7 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 1.2. Roadmap Landscape Headlines Past 2014 Short term 2016 2017 CP4 Trends & Drivers Social attitudes driving changes in work / life balance Dame Carol Black report indicates work is good for you Social 2019 Environmental New Franchising Economic TOCs & FOCs Network Rail Morbidity & cognitive decline Long term 2025 Vision CP6 Ageing workforce / longer working life CP7+ Whole system approach to railway management (RTS) 24/7/365 working environment ORR health programme priorities 2014-19 Worker health has a lower profile than worker and passenger safety Largely male workforce with most employees over 40 There needs to be a cost benefit to health Work-force 2020 Rising Obesity Improved medical understanding demands better treatment Technological Political & Legal inc DfT & ORR Sakeholder Perspectives Medium term CP5 Retain the best employees Large number of contractors (80-90K) Improved Employee and Union relations / engagement Industry reputation as an attractive place to work Professionalised workforce Suppliers InfraCos Evaluation of role of fit notes Health Professionals Improved H&W delivers productivity to benefit of all Occ Health Well-being Health & Wellbeing Challenges & Opportunities Others / Whole Industry Effect of work on health Stress, Anxiety and Depression Musculoskeletal disorders Fitness for work Fatigue / shift patterns Poor health management limits ability to work Lack of individual resilience and adaptability Psychological wellbeing Need for reliable leading and lagging indicators for ill health Physical wellbeing Social wellbeing Engagement Absenteeism Active life styles / Active life style promotion Wellbeing sustains engagement Access for all to quality OH services Opportunity and Access Other Required Responses and Actions Industry leadership Trade Union support Emphasise key role of Line Managers in providing purpose & direction Leadership creates culture for change Clinical leadership Evidence based action Reporting and metrics Industry strategy for Engagement Employee engagement Increase employee say in what is happening All stakeholders (including individual responsibilities) agree benefits and understand roles in making positive Employee engagement key to delivering wellbeing ==> OH Training courses & Education for target groups (especially front-line managers) Education & Training Behavioural change Specific Interventions Shift funding from reaction to prevention Other Best practice knowledge transfer Knowledge Other Enablers Translate proven health activities from other industries into rail People & Skills Facilities & Infrastructure Occupational Health and Wellbeing expertise Funding Real-time data collection (eg via tablet technology) Resources (Numbers of professionals) Improved equipment / reduced emissions Standards & Regulation Increasing mechanisation to eliminate hazardous tasks There is an increase in health skills purchased by the organisation Supply Chain Copyright Institute for Manufacturing Page 8 Rail Health & Wellbeing Workshop 3 IIP Rail-based medical standards are reviewed and improved for better outcomes 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 1.3. Roadmap Landscape (See later for more readable detail) Past 2014 Short term 2016 2017 CP4 Dame Carol Black report indicates work is good for you Trends & Drivers Social People as key drivers in business (RTS) Changes in labour market (zero hours contracts; EU migration and legislation?) Worsening living conditions increase demands for better management of health £75m cost of absence Economic Pressure from socioeconomic downturn £140m cost of impairment Worker health has a lower profile than worker and passenger safety Sakeholder Perspectives Work-force D&A tests TOCs & FOCs Improved medical understanding demands better treatment Cost of non compliance to legislation Gender Occupational Safety and Health good practice (GOSH) Workforce and TU expectations for improved H&W ATOC HEROH Forum Retain the best employees Protection of transient workforce Large number of contractors (8090K) Meet franchise requirements OH professionals need a greater understanding of Rail health issues Health Professionals Occ Health Effect of work on health Improvement needed in competency amongst managers Manage liabilities Need to raise Health higher up Corporate Agenda Legal requirements seem remote Overcoming entrenched rail culture that health risk ‘not an issue' SEQOHS occ health competency Customers do not require strategic input Ensuring employment issues are not medicalised (flexible working, shifts) Stress, Anxiety and Depression Toilet waste on the track Psychological wellbeing Hearing loss HAVS Musculoskeletal disorders Heart / circulatory disorders Endocrine disorders eg diabetes Regulation on health risks, ageing UK Railway Recognised as a key contributor to Tax relief for companies that disorders & equality the world wide integrated transport sector (RTS) manage health of employees Reduced NHS results in best companies picking up non-essential health needs of employees Reduced tolerance for lack of action to prevent ill health Government looks to industry to play an increased role in health Alliances between railway organisations drive performance Increasing demands > Capability < Cost for CP6/7 ORR health programme priorities 2014-19 Improved Employee and Union relations / engagement Professionalised workforce Industry reputation as an attractive place to work International supply chain impacting on H&W of non-GB workforce Equipment supplied with health issues managed (eg built with ergonomics in mind) Long term sickness Respiratory issues Absenteeism Companies re-evaluate health policies Informing policy / standards development for OH Improved OH guidance (eg managing return to work) Clinical effectiveness is managed within industry Improved understanding of OH issues in rail by OH practitioners Engage ageing workforce Embrace diversity of workforce Competency frameholders for health and wellbeing line managers Diet, Nutrition & active lifestyle advice Specific Interventions Employee health and wellbeing issues also impact passengers Improved cost benefit analyses and tools Shift funding from reaction to prevention Guidance enables better contracts developed with OH providers Industry productivity is enhanced to improve successful outcomes for all. Opportunity for health / safety by design (eg cab ergonomics) Job roles altered to become more engaging Baseline health assessment of all ‘high risk’ workers Implement all 10 recommendations in briefing Best practice knowledge transfer Regulator's forum IIP Resources (Numbers of professionals) Improved equipment / reduced emissions Voluntary standards improve organisational management of health to agreed levels Data processing system / shared databases Employee engagement key to Communication leads to delivering wellbeing ==> OH access to information for all All trained on health at work as the norm Link reward (or salary sacrifice) to health & wellbeing Risks are proactively addressed Rehabilitation plans reduce absence costs Real-time data collection (eg via tablet technology) Review frequency of D&A testing Better awareness of H&W initiativ es across dispersed workforce Behaviour change / nudging activities. Organisational roles take a holistic approach to health rather than functional Education outreach to schools Funding Success is measured and reviewed before wider industry roll-out. Training courses & Education for target groups (especially front-line managers) Send signal through franchise programme for H&W Occupational Health and Wellbeing expertise Clinical leadership provides direction for development of industry’s health capabilities All stakeholders (including individual responsibilities) agree benefits and understand roles Logistics of remote working Railway conferences allow cross-fertilisation and promotion of best practic e Leadership creates culture for change Translate proven health activities from other industries into rail Companies publish improved health data indicating the progress of the rail industry Increase employee say in what is happening Hazard specific working groups tackle difficult healt h hazards Facilities & Infrastructure H&W perks support recruitment & retention for sustainable railway Guidance is developed to assist railway physicians Industry educational and competence requirements are mapped Awareness of, reporting & training for stress issues Keep it simple Healthier job roles improve engagement Action based upon sound evidence Improved occupational health reports Research and specialist advice to formulate the basics / strategy Lack of individual resilience and adaptability Individual Burnout Wellbeing sustains engagement Health professionals improve health decisions within organisations Intended use of data outputs is understood during the planning stage Reporting and metrics Behavioural change Engagement Deficit Collaborative industry approach to common issues Health and wellbeing monitoring technology Health data collection supports reasoned decisions to drive change. Industry strategy for Engagement Individual underutilised Match requirements to work undertaken to retain tacit knowledge of ageing workforce Trade Union support Need for data that is more leading Education & Training Active life styles / Active life style promotion Increased home working or working at remote locations Sustainable workforce through effective succession planning More effective communication between OH service providers and line managers Better cooperation between medical professionals eg OHS and GPs Evidence based action Need for reliable leading and lagging indicators for ill health Presenteeism Access for all to quality OH services Eyesight & Colour vision Emphasise key role of Line Managers in providing purpose & direction Supply Chain The Railway a magnet for talent (RTS) Future occupational cancer burden – shift work, DEEE Effects of long-distance commuting Industry leadership Standards & Regulation Whole system approach to railway management (RTS) Technology advances & automation Management of individual health risks Diesel engine exhaust emissions Poor health management limits ability to work Avoidance of abuse of support networks People & Skills CP7+ Ageing workforce / longer working life Stress (Trauma management following suicides) Sleep disorders Other Knowledge Morbidity & cognitive decline Improved H&W delivers productivity to benefit of all Manual handling of wheelchairs Biological contaminants Fatigue / shift patterns Fitness for work Other Rising Obesity Evaluation of role of fit notes Better OH Contracts Need for reliable, timely, consistent & transparent data Ballast dust Employee engagement Vision Increased demands on contractors long working hours/tighter schedules InfraCos Clinical leadership 2025 CP5 charged large savings from H&W and technology A reliable supply chain Extended supply chain changing time / cost / culture demands Suppliers Opportunity and Access Long term Mismatch between franchise term and whole working life ISLG OH manifesto Network Rail Well-being Health & Wellbeing Challenges & Opportunities Required Responses and Actions Social attitudes driving changes in work / life balance Highly skilled workforce (RTS) VfM Study - Rail industry needs to earn its investment from Role of insurance companies Effects of VfM driving behaviours Largely male workforce with most employees over 40 There needs to be a cost benefit to health Others / Whole Industry Other Enablers Design with roles and people in mind (RTS) 24/7/365 working environment New Franchising Political & Legal inc DfT & ORR Social wellbeing 2020 Climate change leads to temp rise Environmental Engagement 2019 CP6 Technological Physical wellbeing Medium term CP5 NSARE accreditation to include occupational health? Increasing mechanisation to eliminate hazardous tasks New technology (eg otoacoustic emission testing) Voluntary standards result in the scope of health activities being fully covered Supply chain standards ensure health is integrated into design Supply chain provides tools to reduce harm Regional OH provider centres based at railway premises Smart cards enable the health of employees to be tracked through their working life Rail based health standards are reviewed and improved for better There is an increase in health skills purchased by the organisation Incentives and penalties? - H&W as a contract criterion Note: Deeper colours indicate higher priority items. Copyright Institute for Manufacturing Page 9 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2.1 Trends and Drivers Past 2014 Short term 2016 2017 CP4 Dame Carol Black report indicates work is good for you Social People as key drivers in business (RTS) Changes in labour market (zero hours contracts; EU migration and legislation?) Design with roles and people in mind Highly skilled workforce (RTS) Worsening living conditions increase demands for better management of health £75m cost of absence Economic £140m cost of impairment Effects of VfM driving behaviours Long term VfM Study - Rail industry needs to earn its investment from government Gender Occupational Safety and Health good practice (GOSH) Worker health has a lower profile than worker and passenger safety Morbidity & cognitive decline Vision CP7+ Ageing workforce / longer working life The Railway a magnet for talent (RTS) Whole system approach to railway management (RTS) Technology advances & automation Regulation on health risks, ageing disorders & equality Alliances between railway organisations drive performance and cost improvements Increasing demands > Capability < Cost for CP6/7 Cost of non compliance to legislation Retain the best employees Workforce and TU expectations for improved H&W 2025 Climate change leads to temp rise Role of insurance companies Political & Legal inc DfT & ORR Reduced NHS results in best companies picking up non-essential health needs of employees ORR health programme priorities 2014-19 Improved Employee and Union relations / engagement Tax relief for companies that manage health of employees UK Railway Recognised as a key contributor to the world wide integrated transport sector (RTS) Reduced tolerance for lack of action to prevent ill health Government looks to industry to play an increased role in health management Industry reputation as an attractive place to work Professionalised workforce Work-force D&A tests Largely male workforce with most employees over 40 There needs to be a cost benefit to health TOCs & FOCs Sakeholder Perspectives 2020 24/7/365 working environment New Franchising Pressure from socio-economic downturn Rising Obesity Social attitudes driving changes in work / life balance Improved medical understanding demands better Environmental 2019 CP6 Technological Trends & Drivers Medium term CP5 ATOC HEROH Forum Large number of contractors (80-90K) Meet franchise requirements Protection of transient workforce Mismatch between franchise term and whole working life CP5 charged large savings from H&W and technology ISLG OH manifesto Network Rail A reliable supply chain Extended supply chain changing time / cost / culture demands Suppliers Equipment supplied with health issues managed (eg built with ergonomics in mind) International supply chain impacting on H&W of non-GB workforce Increased demands on contractors - long working hours/tighter schedules InfraCos Health Professionals Others / Whole Industry OH professionals need a greater understanding of Rail health issues Evaluation of role of fit notes Better OH Contracts Need for reliable, timely, consistent & transparent data Improvement needed in competency amongst managers Manage liabilities Need to raise Health higher up Corporate Agenda Legal requirements seem remote Customers do not require strategic input Overcoming entrenched rail culture that health risk ‘not an issue' SEQOHS occ health competency Ensuring employment issues are not medicalised (flexible working, shifts) Copyright Institute for Manufacturing Page 10 Rail Health & Wellbeing Workshop 3 Improved H&W delivers productivity to benefit of all 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2.2 Trends & Drivers (1 to 20) Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Driver Timescale Ageing workforce / longer working life long Rising Obesity medium to long Social attitudes driving changes in work / life balance medium ORR health programme priorities 2014-19 medium Whole system approach to railway management (RTS) medium Dame Carol Black report indicates work is good for you short Improved medical understanding demands better treatment medium New Franchising short 24/7/365 working environment short Morbidity & cognitive decline long Pressure from socio-economic downturn short £75m cost of absence Past Effects of VfM driving behaviours short Gender Occupational Safety and Health good practice (GOSH) Regulation on health risks, ageing disorders & equality long Tax relief for companies that manage health of employees long Technology advances & automation medium The Railway a magnet for talent (RTS) medium UK Railway Recognised as a key contributor to the world wide integrated transport long sector (RTS) Worsening living conditions increase demands for better management of medium health Copyright Institute for Manufacturing Page 11 Rail Health & Wellbeing Workshop 3 Workshop 13 12 9 5 5 4 4 4 3 3 3 2 2 2 2 2 2 2 2 2 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 15% 14% 10% 6% 6% 5% 5% 5% 3% 3% 3% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2.2 Trends & Drivers (cont) Rank 21 22 23 24 25 26 27 28 29 30 31 32 33 34 Driver Timescale Changes in labour market (zero hours contracts; EU migration and legislation?) short Cost of non compliance to legislation medium People as key drivers in business (RTS) short Reduced tolerance for lack of action to prevent ill health long Role of insurance companies short £140m cost of impairment Past Alliances between railway organisations drive performance and cost medium improvements Climate change leads to temp rise long Design with roles and people in mind (RTS) short Government looks to industry to play an increased role in health management medium to long Highly skilled workforce (RTS) medium Increasing demands > Capability < Cost for CP6/7 medium Reduced NHS results in best companies picking up non-essential health needs of medium employees VfM Study - Rail industry needs to earn its investment from government medium Copyright Institute for Manufacturing Page 12 Rail Health & Wellbeing Workshop 3 Workshop 1 1 1 1 1 0 0 0 0 0 0 0 0 0 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 1% 1% 1% 1% 1% 0% 0% 0% 0% 0% 0% 0% 0% 0% 2.4 Stakeholder Perspectives (1 to 20) Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Needs Timescale Retain the best employees medium Improved H&W delivers productivity to benefit of all long Worker health has a lower profile than worker and passenger safety short Improved Employee and Union relations / engagement (inc H&S Reps) medium Industry reputation as an attractive place to work medium There needs to be a cost benefit to health short Large number of contractors (80-90K) short Evaluation of role of fit notes medium Largely male workforce with most employees over 40 short Professionalised workforce medium Workforce and TU expectations for improved H&W short A reliable supply chain medium CP5 charged large savings from H&W and technology medium Extended supply chain changing time / cost / culture demands short Mismatch between franchise term and whole working life short Protection of transient workforce medium Customers do not require strategic input short D&A tests short Equipment supplied with health issues managed (eg built with ergonomics in mind) medium Increased demands on contractors - long working hours/tighter schedules medium Copyright Institute for Manufacturing Page 13 Rail Health & Wellbeing Workshop 3 Workshop 6 5 5 4 4 4 3 2 2 2 2 1 1 1 1 1 0 0 0 0 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 14% 11% 11% 9% 9% 9% 7% 5% 5% 5% 5% 2% 2% 2% 2% 2% 0% 0% 0% 0% 2.4 Stakeholder Perspectives (cont) Rank 21 22 23 24 25 26 27 28 29 30 31 32 33 34 Needs International supply chain impacting on H&W of non-GB workforce ISLG OH manifesto Meet franchise requirements ATOC HEROH Forum Better OH Contracts Ensuring employment issues are not medicalised (flexible working, shifts) Improvement needed in competency amongst managers Legal requirements seem remote Manage liabilities Need for reliable, timely, consistent & transparent data Need to raise Health higher up Corporate Agenda OH professionals need a greater understanding of Rail health issues Overcoming entrenched rail culture that health risk ‘not an issue' SEQOHS occ health competency Copyright Institute for Manufacturing Page 14 Rail Health & Wellbeing Workshop 3 Timescale long short short short short short short short short short short short short short Workshop 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 3.1 Health & Wellbeing Challenges & Opportunities Past 2014 Short term 2016 2017 CP4 Occ Health Effect of work on health Stress, Anxiety and Depression Toilet waste on the track Diesel engine exhaust emissions Biological contaminants Sleep disorders Endocrine disorders eg diabetes CP6 Management of individual health risks Stress (Trauma management following suicides) Heart / circulatory disorders Respiratory issues Effects of longdistance commuting Need for reliable leading and lagging indicators for ill health Increased home working or working at remote locations Presenteeism Engagement Other Access for all to quality OH services Eyesight & Colour vision Active life styles / Active life style promotion Individual Burnout Lack of individual resilience and adaptability Individual underutilised Engagement Deficit Wellbeing sustains engagement Healthier job roles improve engagement H&W perks support recruitment & retention for sustainable railway Match requirements to work undertaken to retain tacit knowledge of ageing workforce Avoidance of abuse of support networks Copyright Institute for Manufacturing Long term Long term sickness Absenteeism Opportunity and Access 2020 Future occupational cancer burden – shift work, DEEE Poor health management limits ability to work Psychological wellbeing Social wellbeing 2019 Manual handling of wheelchairs Fatigue / shift patterns Musculoskeletal disorders Physical wellbeing Hearing loss HAVS Fitness for work Well-being Health & Wellbeing Challenges & Opportunities Ballast dust Medium term CP5 Sustainable workforce through effective succession planning Page 15 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2025 Vision CP7+ 3.2 Health & Wellbeing Challenges & Opportunities Rank A B C D E F G H I J K L M N O P Q R S T Challenges Stress, Anxiety and Depression Fatigue / shift patterns Wellbeing sustains engagement Active life styles / Active life style promotion Need for reliable leading and lagging indicators for ill health Poor health management limits ability to work Access for all to quality OH services Lack of individual resilience and adaptability Musculoskeletal disorders Absenteeism Future occupational cancer burden – shift work, DEEE Sleep disorders Sustainable workforce through effective succession planning Engagement Deficit HAVS Healthier job roles improve engagement Heart / circulatory disorders Long term sickness Management of individual health risks Presenteeism Copyright Institute for Manufacturing Page 16 Rail Health & Wellbeing Workshop 3 Timescale short short medium medium medium short short medium short short short short long medium short medium short medium medium medium Workshop 12 8 8 6 6 6 5 5 5 4 4 4 4 3 3 3 3 3 3 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 11% 7% 7% 5% 5% 5% 5% 5% 5% 4% 4% 4% 4% 3% 3% 3% 3% 3% 3% 3% 3.2 Health & Wellbeing Challenges & Opportunities Rank U V W X Y Z AA AB AC AD AE AF AG AH AI AJ AK Challenges Timescale Stress (Trauma management following suicides) short H&W perks support recruitment & retention for sustainable railway long Respiratory issues short Toilet waste on the track short Avoidance of abuse of support networks short Increased home working or working at remote locations medium Manual handling of wheelchairs short Match requirements to work undertaken to retain tacit knowledge of ageing workforce medium Ballast dust short Biological contaminants short Diesel engine exhaust emissions short Effects of long-distance commuting short Endocrine disorders eg diabetes short Eyesight & Colour vision short Hearing loss short Individual Burnout medium Individual underutilised medium Copyright Institute for Manufacturing Page 17 Rail Health & Wellbeing Workshop 3 Workshop 3 2 2 2 1 1 1 1 0 0 0 0 0 0 0 0 0 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 3% 2% 2% 2% 1% 1% 1% 1% 0% 0% 0% 0% 0% 0% 0% 0% 0% 4.1 Responses and Enablers Past 2014 Short term 2016 2017 CP4 Industry leadership More effective communication between OH service providers and line managers Better cooperation between medical professionals eg OHS Improved OH guidance (eg managing return to work) Employee engagement Embrace diversity of workforce Competency frameholders for health and wellbeing line managers Research and specialist advice to formulate the basics / strategy Other Enablers Organisational roles take a holistic approach to health rather than functional Education outreach to schools Funding Facilities & Infrastructure Real-time data collection (eg via tablet technology) Review frequency of D&A testing Data processing system / shared databases Copyright Institute for Manufacturing Page Risks are proactively addressed Rehabilitation plans reduce absence costs Shift funding from reaction to prevention Guidance enables better contracts developed with OH providers 18 All trained on health at work as the norm Opportunity for health / safety by design (eg cab ergonomics) Job roles altered to become more engaging Baseline health assessment of all ‘high risk’ workers Implement all 10 recommendations in briefing Regulator's forum Resources (Numbers of professionals) Improved equipment / reduced emissions Voluntary standards improve organisational management of health to agreed levels Standards & Regulation Industry productivity is enhanced to improve successful outcomes for all. Link reward (or salary sacrifice) to health & wellbeing Behaviour change / nudging activities. Best practice knowledge transfer Railway conferences allow cross-fertilisation and promotion of best practice Employee engagement key to delivering wellbeing ==> OH Training courses & Education for target groups (especially front-line managers) Send signal through franchise programme for H&W Employee health and wellbeing issues also impact passengers Occupational Health and Wellbeing expertise Better awareness of H&W initiatives across dispersed workforce Communication leads to access to information for all Logistics of remote working Keep it simple Success is measured and reviewed before wider industry roll-out. Companies publish improved health data indicating the progress of the rail industry Diet, Nutrition & active lifestyle advice Specific Interventions Supply Chain Improved cost benefit analyses and tools Industry educational and competence requirements are mapped Hazard specific working groups tackle difficult health hazards Other Clinical leadership provides direction for development of industry’s health capabilities Increase employee say in what is happening Awareness of, reporting & training for stress issues Behavioural change 2025 Guidance is developed to assist railway physicians All stakeholders (including individual responsibilities) agree benefits and understand roles in making positive changes. Engage ageing workforce Long term Action based upon sound evidence Improved occupational health reports Industry strategy for Engagement People & Skills 2020 Leadership creates culture for change Translate proven health activities from other industries into rail Health professionals improve health decisions within organisations Improved understanding of OH issues in rail by OH practitioners Intended use of data outputs is understood during the planning Reporting and metrics Knowledge Clinical effectiveness is managed within industry Health and wellbeing monitoring technology Need for data that is more leading Education & Training 2019 CP6 Collaborative industry approach to common issues Informing policy / standards development for OH Health data collection supports reasoned decisions to drive change. Evidence based action Required Responses and Actions Trade Union support Emphasise key role of Line Managers in providing purpose & direction Companies reevaluate health policies Clinical leadership Medium term CP5 IIP Increasing mechanisation to eliminate hazardous tasks Voluntary standards result in the scope of health activities being fully covered Supply chain standards ensure health is integrated into design Rail Health & Wellbeing Workshop 3 Supply chain provides tools to reduce harm NSARE accreditation to include occupational health? New technology (eg otoacoustic emission testing) Regional OH provider centres based at railway premises Smart cards enable the health of employees to be tracked through their working life Rail-based medical standards are reviewed and improved for better outcomes There is an increase in health skills purchased by the organisation Incentives and penalties? - H&W as a contract criterion 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Vision CP7+ Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Responses Emphasise key role of Line Managers in providing purpose & direction Leadership creates culture for behaviour change Employee engagement key to delivering wellbeing which will then drive OH Training courses & Education for target groups (especially front-line managers) All stakeholders (including individual responsibilities) agree benefits and understand roles health in making positive changes. Translate proven activities from other industries into rail Improved understanding of OH issues in rail by OH practitioners Industry-level strategy for Engagement Trade Union support Behaviour and culture change activities. Increase employee say in what is happening Prevention funding (switch from reactive to proactive) KISS (Keep It Simple) Better awareness of H&W initiatives across dispersed workforce Awareness of, reporting & training for stress issues Collaborative industry approach to common issues Health data collection supports reasoned decisions to drive change. Intended use of data outputs is understood during the planning stage for collection. Clinical leadership provides direction for development of industry’s health capabilities Organisational roles take a holistic approach to health rather than functional Copyright Institute for Manufacturing Page 19 Rail Health & Wellbeing Workshop 3 Timescale Short 2 medium 2 medium-long 2 medium 1 medium 1 medium Short 1 1 Short medium 2 1 Medium Medium Short medium medium Medium 1 5 3 4 3 4 3 4 3 1 1 2 1 1 3 2 2 2 1 2 1 1 1 1 2 2 1 1 1 1 Supply Chain Rail / External Body Health Specialist FOC Infra-structure The number in the colour-coded columns shows the priority voting of specific stakeholder groups TOC 4.2 Responses 1 1 1 1 1 3 1 1 1 2 1 1 1 1 1 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 1 2 2 1 1 1 Total 13 10 9 8 8 5 5 5 4 4 4 4 4 3 3 2 2 2 2 2 4.2 Responses (cont) Rank 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 Responses Need for data that is more leading Competency frameholders for health and wellbeing line managers Engage ageing workforce Companies publish improved health data indicating the progress of the rail industry Informing policy / standards development for OH Success is measured and reviewed before wider industry roll-out. Industry educational and competence requirements are mapped Job roles altered to become more engaging Action based upon sound evidence More effective communication between OH service providers and line managers All trained on health at work as the norm Health professionals improve health decisions within organisations Guidance is developed to assist railway physicians Baseline health assessment of all ‘high risk’ workers Improved occupational health reports Improved OH guidance (eg managing return to work) Health and wellbeing monitoring technology Diet & Nutrition advice (engage food services) Communication leads to access to information for all Improved cost benefit analyses and tools Copyright Institute for Manufacturing Page 20 Rail Health & Wellbeing Workshop 3 Timescale Short 1 1 1 1 medium Short medium Short medium medium short long medium Medium Medium Short Short Medium Short Medium Medium 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Total 2 2 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 0 0 4.2 Responses (cont) Rank 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 Responses Risks are proactively addressed Industry productivity is enhanced to improve successful outcomes for all. Opportunity for health/safety by design Companies re-evaluate health policies Clinical effectiveness is managed within industry Hazard specific working groups tackle difficult health hazards Rehabilitation plans reduce absence costs Better cooperation between medical professionals eg OHS and GPs Employee health and wellbeing issues also impact passengers Logistics of remote working Link reward (or salary sacrifice) to health & wellbeing Embrace diversity of workforce Send signal through franchise programme for H&W Implement all 10 recommendations in briefing Link with cancer screen Copyright Institute for Manufacturing Page 21 Rail Health & Wellbeing Workshop 3 Timescale medium long Medium short Short medium medium Short Short Short long Short Short medium medium 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 This table shows the identified linkages between Responses and priority Drivers, Stakeholder perspectives and H&W Challenges. The right hand column indicates total number of linkages. Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Responses Emphasise key role of Line Managers in providing purpose & direction Leadership creates culture for behaviour change Employee engagement key to delivering wellbeing which will then drive OH Training courses & Education for target groups (especially front-line managers) All stakeholders (including individual responsibilities) agree benefits and understand roles health in making positive changes. Translate proven activities from other industries into rail Improved understanding of OH issues in rail by OH practitioners Industry-level strategy for Engagement Trade Union support Behaviour and culture change activities. Increase employee say in what is happening Prevention funding (switch from reactive to proactive) KISS (Keep It Simple) Better awareness of H&W initiatives across dispersed workforce Awareness of, reporting & training for stress issues Collaborative industry approach to common issues Health data collection supports reasoned decisions to drive change. Intended use of data outputs is understood during the planning stage for collection. Clinical leadership provides direction for development of industry’s health capabilities roles take a holistic approach to health rather than functional Organisational Copyright Institute for Manufacturing Page 22 Ageing workforce / longer working life Retain the best employees Rising Obesity Improved H&W delivers productivity to benefit of all Social attitudes driving changes in work / life balance Worker health has a lower profile than worker ORR health programme priorities 2014-19 Improved Employee and Union relations / engagement (inc H&S Re Whole system approach to railway Industry reputation as an attractive place to work Dame Carol Black report indicates work is good for you There needs to be a cost benefit to health Stress, Anxiety and Depression Fatigue / shift patterns Wellbeing sustains engagement Active life styles / Active life style promotion Need for reliable leading and lagging indicators for ill health Poor health management limits ability to work Access for all to quality OH services Lack of individual resilience and adaptability Musculoskeletal disorders Absenteeism Future occupational cancer burden – shift work, DEEE Sleep disorders 4.3 Responses Linkages 1 2 3 4 5 6 7 8 9 10 11 12 A B C D E F G H I J K L TOTAL 1 1 2 1 1 1 1 1 2 1 1 13 1 2 1 1 1 1 1 1 1 10 1 1 1 1 1 1 1 7 1 1 1 2 2 2 1 1 2 2 1 2 2 1 1 22 1 1 1 2 1 1 1 8 0 1 1 1 1 4 1 1 1 1 1 1 1 1 1 1 10 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 24 1 1 1 1 1 1 1 7 1 1 1 1 4 3 1 4 1 2 2 2 2 1 2 2 1 1 1 1 26 1 1 2 1 1 1 1 2 6 1 1 2 0 1 2 1 1 1 1 1 1 1 2 1 1 14 0 1 1 1 1 1 1 1 7 1 1 1 3 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Enablers Occupational Health and Wellbeing expertise Research and specialist advice to formulate the basics / strategy Railway conferences allow cross-fertilisation and promotion of best practice Incentives and penalties? - H&W as a contract criterion Best practice knowledge transfer Resources (Numbers of professionals) Data processing system / shared databases Voluntary standards improve organisational management of health to agreed levels Rail based health standards are reviewed and improved for better outcomes Improved equipment / reduced emissions Guidance enables better contracts developed with OH providers Supply chain standards ensure health is integrated into design Smart cards enable the health of employees to be tracked through their working life Increasing mechanisation to eliminate hazardous tasks Supply chain provides tools to reduce harm Regional OH provider centres based at railway premises Voluntary standards result in the scope of health activities being fully covered There is an increase in health skills purchased by the organisation New technology (eg otoacoustic emission testing) NSARE accreditation to include occupational health? Review frequency of D&A testing Regulator's forum Education outreach to schools Copyright Institute for Manufacturing Page 23 Rail Health & Wellbeing Workshop 3 Timescale short short 1 Short long short long short medium Medium Medium short Medium long Medium Medium long Medium Medium Medium long short Medium 2 1 1 1 1 1 1 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 1 1 3 2 1 Supply Chain Rail / External Body Health Specialist FOC TOC The number in the colour-coded columns shows the priority voting of specific stakeholder groups Infra-structure 4.4 Enablers 1 Total 4 4 3 2 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 This table shows the identified linkages between Enablers and priority Drivers, Stakeholder perspectives and H&W Challenges. The right hand column indicates total number of linkages. Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Ageing workforce / longer working life Retain the best employees Rising Obesity Improved H&W delivers productivity to benefit of all Social attitudes driving changes in work / life balance Worker health has a lower profile than worker ORR health programme priorities 2014-19 Improved Employee and Union relations / engagement (inc H&S Reps) Whole system approach to railway Industry reputation as an attractive place to work Dame Carol Black report indicates work is good for you There needs to be a cost benefit to health Stress, Anxiety and Depression Fatigue / shift patterns Wellbeing sustains engagement Active life styles / Active life style promotion Need for reliable leading and lagging indicators for ill health Poor health management limits ability to work Access for all to quality OH services Lack of individual resilience and adaptability Musculoskeletal disorders Absenteeism Future occupational cancer burden – shift work, DEEE Sleep disorders 4.5 Enabler Linkages Enablers 1 2 3 4 5 6 7 8 9 10 11 12 A B C D E F G H I J K L TOTAL Rail based medical standards are reviewed and improved for better outcomes 2 2 1 1 1 2 1 1 1 12 Best practice knowledge transfer 3 2 1 2 1 1 1 1 1 1 1 1 3 1 1 21 Occupational Health and Wellbeing expertise 0 Improved equipment / reduced emissions 0 Resources (Numbers of professionals) 0 Increasing mechanisation to eliminate hazardous tasks 0 There is an increase in health skills purchased by the organisation 1 1 2 Funding 1 1 1 3 IIP 0 Real-time data collection (eg via tablet technology) 1 1 1 1 1 1 6 Incentives and penalties? - H&W as a contract criterion 0 Railway conferences allow cross-fertilisation and promotion of best practice 0 Guidance enables better contracts developed with OH providers 0 Supply chain standards ensure health is integrated into design 0 Smart cards enable the health of employees to be tracked through their 0 working life Data processing system / shared databases 0 Supply chain provides tools to reduce harm 1 1 1 1 4 Regional OH provider centres based at railway premises 0 Voluntary standards improve organisational management of health to agreed levels 0 Voluntary standards result in the scope of health activities being fully covered 0 Copyright Institute for Manufacturing Page 24 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 4.6 Linkages Key Rank 1 2 3 4 5 6 7 8 9 10 11 12 Rank A B C D E F G H I J K L Driver / Perspective Ageing workforce / longer working life Retain the best employees Rising Obesity Improved H&W delivers productivity to benefit of all Social attitudes driving changes in work / life balance Worker health has a lower profile than worker and passenger safety ORR health programme priorities 2014-19 Improved Employee and Union relations / engagement (inc H&S Reps) Whole system approach to railway management (RTS) Industry reputation as an attractive place to work Dame Carol Black report indicates work is good for you There needs to be a cost benefit to health Challenges Stress, Anxiety and Depression Fatigue / shift patterns Wellbeing sustains engagement Active life styles / Active life style promotion Need for reliable leading and lagging indicators for ill health Poor health management limits ability to work Access for all to quality OH services Lack of individual resilience and adaptability Musculoskeletal disorders Absenteeism Future occupational cancer burden – shift work, DEEE Sleep disorders Copyright Institute for Manufacturing Page 25 Rail Health & Wellbeing Workshop 3 Workshop 13 6 12 5 9 5 5 4 5 4 4 4 Workshop 12 8 8 6 6 6 5 5 5 4 4 4 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk % 15% 14% 14% 11% 10% 11% 6% 9% 6% 9% 5% 9% % 11% 7% 7% 5% 5% 5% 5% 5% 5% 4% 4% 4% 5. Detailed exploration of H&W Challenges (explored in breakout groups) TEAM 1 2 3 4 5 6 7 Responses Team Emphasise key role of Line Managers in providing purpose AB & direction Leadership creates culture for behaviour change RB Employee engagement key to delivering wellbeing ==> OH Industry strategy for promotion of engagement in health Shift funding from reaction to prevention Rail based medical standards are reviewed and improved for better outcomes Increase employee say in what is happening Comments YC MT KG CG JD SW AL LW LM IG CD GP PJ NS SM RG inc Behaviour change / nudging activities. MH See over for outputs from breakout group exploration of Priority Responses & Enablers. Key: Black text: Red text: Copyright Institute for Manufacturing original team input carousel group comments indicates agreement indicates disagreement Page 26 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 1 Emphasise key role of line manager Don't assume top down approach. Create demand from staff so managers support DfT Required Industry needs to recognise the role of line manager in creating Response / Action engagement and enlivening the OH agenda, providing necessary training ORR and support. TOCs FOCs Network Rail Workforce & TU Others Timescale to Full Implementation The Industry Needs to… Establish clear roles, responsibility and Use supportive, focused interventions on providing OH expectations. approach. Be collaborative. Proactive, knowledgeable managers. Have defined strategy that reorganises roles and Train and empower managers to: responsibilities - Follow process Actively engage and involve Tusk - Know benefits Recruit to that level of skill Have defined strategy that reorganises roles and Proper evaluation of the role that is responsibilities needed. Partnership working Better focused staff engagement working "better together". Role for rail NEBOSH cerf for managers Got to use top and bottom up approach. Involvement Put priority on OH approach in franchising process EFQM Not just immediate line manager. Behaviour driven. Improved engagement. Reduced cost of absence. Healthier, fitter L/L workforce. Reduce Addresses Key Drivers & Stakeholder T/over. Personal contact with line manager vs. impersonal. 1.0 via control. Inter-dependent teams following/working towards company objectives, goals, targets. Needs Proactive line manager with transferable skills will result in healthier, fitter workforce/reduction of turnover. Support to line managers i.e. "HSEA" ...because: This will promote and interdependent culture in leading by example. Re-educate line manager Changing the culture of management Addresses Key Health Managers come from line - reinforce old ways. Engagement. Need collaborative, aligned approach (policies/process) (ORR, TU, HR LM) & Wellbeing Lead by example Challenges / Opportunities Benefit in delivering Rail Workforce H&W Benefit in Efficient & Productive Railway Likelihood of adoption and success 4 Improved stability and consistency of approach across industry will facilitate earlier/timely intervention (chain of care). Chain of care for staff. Earlier internally. Improved stability and consistency of approach across industry. H&W model again good for cross industry awareness. 3 Share line manager awareness of key drivers to wellbeing should lead to better integration of activities where applicable. Reduced loss/disruption due to absence/turnover. Fitter workforce more productive. Reduce loss of work through absence. 4 Costs to implement (1=High / 5=Low) 4 With standard guidance this should be relatively straight forward (not quick) provided exec team and all levels of management bought in an leading by example. High if starting at top level down. With standard guidance should be relatively easy. Some costs associated with training and mentorship and ongoing support. Other elements should be in place. Will need to invest time to train/educate and mentor/support Other Key Enablers Need to be able to measure effect - engagement and leading indicators lagging. Do not understand the full range of ORG dynamics for different OH. Engagement survey/measurement Ensure right manager/staff ratios for delivery of objective Potential barriers & how to overcome them No all line mangers have effective interpersonal skills □ in O Not all employees work to a regular line manager interface (i.e. via control). This will deliver the following benefits for the Rail workforce and the industry as a whole… To provide a healthier workforce and environment that is m ore attractive to work within. Promote an independent culture. Healthier workforce who are thinking about themselves. ...with the following costs and likelihood of success Led from top/down and all share common goal - reduced sickness, absence and "better" management. Significant changers to attitudes and behaviours which will help change the culture. Management engagement with staff and clear leadership would promote a healthier workforce and in turn, reduce sickness absence costs. Enablers, barriers and mitigating actions include… Acknowledgment that all managers are effective in leadership as others. Transitions will take time. To get managers up to speed on ID health needs of staff. Knowledge Gaps & Next Steps in validation / evaluation: We do not have knowledge of all organisational dynamics across the industry to test overall approach. Copyright Institute for Manufacturing Page 27 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 1 Milestones DfT 2014 Define Short Gap analysis Develop TNG Promote OH within franchising ORR Defined goals with identified training support (working groups?) led from top Network Rail Highlight OH responsibility within role profits RSSB Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Medium 2019 Implement Establish support Monitor Review and revise Training of managers on identified gaps Union reps Ned good data and complete Practical guidelines Overarching guidance Interdependant safety culture in health and wellbeing 4 positive rsults - Engagement - Cast Capability gap analysis Benchmark: Current level of absence Engagement through survey and current sickness Use of OH by managers InfraCos Workforce & TU 2017 Supportive intervention TOCs FOCs Suppliers 2016 Aligned strategy Agreed in partnership with unions X industry forum Setting up of information tools for managers Avoid over regulating Develop training program Adequete mentorship and support Effective monitor Partnerships & Collaboration External Stakeholders 3 OH EAP Copyright Institute for Manufacturing Page 28 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long 2025 Team: 2 Leadership creates culture for behaviour change Timescale to Full Implementation Required Engage with CEO and team; Engage stakeholders and shareholders; Response / Action Understand culture drivers e.g. health; Understand positive and negative behaviour Lead by example: specify example, behaviour engaging, identify good behaviour. Comms strategy DfT DFT influences on franchising ORR ORR influence on duty holders to improve TOCs FOCs Work together to improve health and wellbeing Network Rail Work together to improve health and wellbeing Workforce & TU Work together to improve health and wellbeing Others TFL, PJE's, ISLG, RIAG, TSA, RSSB,RDG, rail Identify good leadership behaviour Addresses Key Drivers & Stakeholder Understand collaborate/individual benefits Understand benefits and enablers Needs Policy, principles, practice Regular focus on issues. Resolution identification Addresses Key Health & Wellbeing Challenges / Opportunities Benefit in delivering Rail Workforce H&W Workforce are supportive towards health and wellbeing when at work 4 4 Costs to implement (1=High / 5=Low) ...because: Effective leaders behaviour impact on culture is high Leadership charter to align with industry strategy /matrix Industry campaign "Stoptober" Eco-social climate Needs commitment to MDs auditing e.g. feeding back Look outside rail industry for advice/experience/ good practice e.g. police, fire service, bus industry Benefit in Efficient & Productive Railway Likelihood of adoption and success The Industry Needs to… As leaders to demonstrate the right behaviour to encourage health and wellbeing. Leadership behaviour? How can we embed i.e. talk the talk but don't walk the walk Low awareness of good practice already set down in the industry. Engage workforce. "Undercover boss" process. Not sure this will work. Effective surveillance and monitor should cover this. Lower cost to business. Seems to be implying lack of knowledge of H&W but expertise exists in Pub. Health England, NICE, etc Difficult case to build to overcome worth This will deliver the following benefits for the Rail workforce and the industry as a whole… Improve health, wellbeing, productivity and efficiency (attendance) Global improve life ...with the following costs and likelihood of success Starting the ball rolling 2 Cost should not be a barrier - extension of what we are doing 4 Other Key Enablers Personal behaviour; Figure head "C Coapier" stress; Internal champion; Research best practice; Benchmark in UK, out UK; Benchmark 1) rail 2) non rail. Good point - gap to be filled - research/proof/best practice research project Potential barriers & how to overcome them Changing socially acceptable practices; testing rec drugs; CEO attention Enablers, barriers and mitigating actions include… Risk Bottom line change - slow Ignorance Good idea to do through MD forum Network Rail "RSSB lead" Knowledge Gaps & Next Steps in validation / evaluation: Good leadership behaviour Copyright Institute for Manufacturing Page 29 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 2 2014 Milestones H&W best practice cultural model Short 2016 NR campaign 2017 Medium H&W culture survey initial 2019 H&W culture survey DfT ORR TOCs FOCs H&W charter Network Rail RSSB Leadership role MD conference H&W culture research project H&W culture survey Anual conference on H&W targeting our champions Promote to leaders Suppliers InfraCos H&W survey: - Great idea - Cross sector uniform measures Workforce & TU Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; RM3 for health has been prepared need to promote Partnerships & Collaboration Benchmark other industries External Stakeholders Copyright Institute for Manufacturing Page 30 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long 2025 Team: 3 Employee engagement key to delivering wellbeing ==> OH Required Employee engagement key to delivering wellbeing Response / Action How big a role does OH play in engagement and at what level Contingent labour Timescale to Full Implementation DfT ORR TOCs FOCs Network Rail Workforce & TU Others Eng improves most business metrics; Carole Black; Addresses Key Drivers & Stakeholder Profit >> <<Absence Needs <<Turnover; Safer organisation; Focus on prevention; Innovation retention Addresses Key Health & Wellbeing Challenges / Opportunities Mental health. How do we remove the stigma? MSDs Still have to deliver on regulatory needs i.e. health survey Lifestyle, BMI, cardio etc Ageing workforce more positive outlook on wellbeing 45 yrs+. 33% more likely to develop illness after 45. Benefit in delivering Rail Workforce H&W 5 Benefit in Efficient & Productive Railway Likelihood of adoption and success Costs to implement (1=High / 5=Low) The Industry Needs to… Acknowledge engagement as a key Link with national campaigns business driver across all sectors. Wellbeing needs to be promoted as Leadership agenda. TOCs local eng. Agenda preventive measure against absence. Create rail engagement task force - with all involved PSLG Develop strategy that clearly explains causal engagement. A blueprint ISLG RIA document for all of industry. Satisfaction -> Commitment -> Engagement -> Sustained engagement Suppliers > Improve wellbeing ...because: Higher levels of engagement drives the TUE wellbeing in employees People are key asset that deliver bottom line performance More efficient, productive and profitable Focus on people in bids - franchises Teams work better together Decreased OH cost Benefit to employees outside of work Affect full lifestyle issues for staff More efficient; staff costs lower etc See above line Engaged employees make healthy choices This will deliver the following benefits for the Rail workforce and the industry as a whole… More efficient, productive, profitable. Healthier employees make better decisions - 'research'. Share please Make rail a great place to work. 5 3 Already begun in many areas Evidence needed for SMEs Lack of consistency 4 Low Main cost is in time to create strategy and deliver it Competency training costs Other Key Enablers Senior management visible leadership by example; Benchmarking with other industries/test priorities; Engagement is very simple; DWISOT; Eng and wellbeing can be measure via surveys. Potential barriers & how to overcome them Not an overnight fix. Benefits are slow to realise; Line management competence; How to share best practice across rail; Not a high level of consistency. ...with the following costs and likelihood of success Already happening in many places but not consistent - DfT focus on people and engagement in bids. Costs relatively low - depends on clear and positive leadership. Enablers, barriers and mitigating actions include… Need to demystify engagement for all parts of industry. Knowledge Gaps & Next Steps in validation / evaluation: Best practice case studies - causal link between engagement and finance/innovation; Create rail engagement task force to pull together and promote; Wellbeing needs to be promoted as a preventative measure; Research piece Copyright Institute for Manufacturing Page 31 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 3 Milestones 2014 The first measure - "the before" Short 2016 Creation of engagement strategy blueprint for industry 2017 Medium 2019 Wellbeing vision and stretch target for KPIs (lost time) and sustainable engagement loading and logging KPIs Route planning - "the how" DfT ORR TOCs FOCs Input research findings to support Network Rail RSSB Measure ALL Lead and focus programme with project team and industry support Measure ALL Measure ALL RSSB H&W culture survey Suppliers InfraCos Workforce & TU Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Partnerships & Collaboration Creation of rail engagement task force/forum made up of all above and lead by RSSB Business case of wellbeing evidence Task force look at Blueprint/strategy develops KPIs to prove external best this works (lost days) practice External Stakeholders Copyright Institute for Manufacturing Page 32 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long Wellbeing and engagement culture embedded 2025 Team: 4 Industry strategy for promotion of engagement in health Timescale to Full Implementation When? Required To develop an industry wide framework for companies to subscribe to Response / Action as moral, ethical 21st century employer. Mandatory or voluntary. DfT Not to develop, but to support "rubber stamp" ORR All stakeholders with vested interest. Cross functional leadership party TOCs FOCs All stakeholders with vested interest. Cross functional leadership party Network Rail All stakeholders with vested interest. Cross functional leadership party Workforce & TU All stakeholders with vested interest. Cross functional leadership party Others RSSB Age, stress, obesity, mental health -> employee security Addresses Key Drivers & Stakeholder Manual handling, working environment (lack of consistent strategy. What is health? What does good wellbeing look like? Needs Who is doing it? Contingent labour Addresses Key Health & Wellbeing Challenges / Opportunities Benefit in delivering Rail Workforce H&W Benefit in Efficient & Productive Railway Likelihood of adoption and success Costs to implement (1=High / 5=Low) The Industry Needs to… Collaborate and develop an industry wide framework/matrix All overlaps with team 3 ...because: The industry has identified key challenges relating to the current and future health conditions of its workforce and wants to implement proactive intervention Putting H&W on the agenda of industry leaders. Cross the board H&W metrics i.e. sickness, attendance, health Aimed at all industry personnel - past, future and present Opportunities: Fresh eyes - breaking edge; Award winning intervention!; Solution focussed (i.e. not getting fatter/older/more stressed) 5 Brings rail companies back together if universal strategy. Reduce ill health/manage 'meaningful' RTW. Productivity - retention - staff feeling valued - "people focus" Healthy workforce = engaged workforce -> quality, pride, productivity, retention through value stream to end customer 5 WIIFMI KISS Think this is v. important. It doesn't need to be overcomplicated 3 4 ROI Definition of strategy (time, people) -> Marketing, deployment, buy-in (subscription by industry) -> Company buy-in (individual companies) -> Employees Other Key Enablers Best proactive within and outside -comparitors - BITC/IIP - other H&W providers (OCC health) Potential barriers & how to overcome them Sheer scale of desired state (i.e. industry) Non rail environmental influences; Definition of metrics; Defining success This will deliver the following benefits for the Rail workforce and the industry as a whole… Productivity Engagement Retention and attraction Health Value to end customer ...with the following costs and likelihood of success Companies will reap what they sow. Success - long term measure Quick win - Engagement Long term - Sustainability Enablers, barriers and mitigating actions include… "Should do" rather than "maybe" Raising profile/agenda - "Sign of a good employer" Knowledge Gaps & Next Steps in validation / evaluation: Industry strategy for promotion of engagement in health; How to measure success of health interaction intervention; Define engagement metrics (health relevant - to all); Health needs assessment of workforce; Change (desire for) at CEO level; Competing priorities - (want spend elsewhere); Business partnering of HR and OH and implementing change. Copyright Institute for Manufacturing Page 33 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 4 Milestones 2014 Short What is popular? Health needs analysis 2016 Produce baseline mid 2015 2017 Medium 2019 Market/deploy DfT Don't overcomplicate or obsess about data and targets. It will feel right if it is! ORR TOCs FOCs Network Rail RSSB Suppliers Pull Jan 2014 representative parties together Fact finding Best Develop broader Are assumptions practice objective (based right? comparitor? on facts) Determine priorities Develop Review indicators to track progress Determine timeframe InfraCos Workforce & TU Others HR and OH safety insurers (i.e. PHI life insurance Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Partnerships & Collaboration External Stakeholders Copyright Institute for Manufacturing Page 34 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long 2025 Team: 5 Shift funding from reaction to prevention Timescale to Full Implementation 2020 Required Increase risk assessments, environmental monitoring Response / Action Tax incentives Insurance costs Case management Financial determination rewarding preventive Procurement planning DfT Franchising ORR Financial determination TOCs FOCs Case management, risk management, mentoring Network Rail Workforce & TU ?Nothing Others Tax incentives, insurance costs The Industry Needs to… Govt. -> Franchising - Financial determination X-industry leverage - tax incentive - Insurance cost Company level - Grants - Case management - Risk/monetary/procurement - Reduce claims More preventative activity e.g. risk assess what leads to absence or health costs; Tax incentives; Monitoring; More case management: Addresses Key Drivers & Stakeholder rehabilitation/access to physio/access to medical services, blood sugar, blood pressure; Use health in branding/commercial profile; Managing absences, so shorter; Financial determination; Reward preventative activity; Attractive to shareholders; Better procurement of tools Needs ...because: Increase money/resources Decrease absences/disruption Decrease costs, increase efficiency Promote commercial brand/shareholder Addresses Key Health Stress: increase resilience/education; Costing framework i.e. criteria for deciding priorities and trends; Cycle 2 work scheme - promote better lifestyle; Frequency of medicals; Visibility of how much absence is costing; Vaccinations; Man handling training; Promote H&W services i.e. gym & Wellbeing concessions Great idea for quick win within organisation; Reviewing contracts of 3rd party health providers Challenges / Opportunities Case management Stress resilience increase Med prevention - flu jabs, easily detect Training/education Benefit in delivering Rail Workforce H&W This will deliver the following benefits for the Rail workforce and the industry as a whole… Improved positioning and reputation. Seen as good industry. 'Public perception'. Benefit in Efficient & Productive Railway Likelihood of adoption and success Costs to implement (1=High / 5=Low) 4 4 Attractive place to work Reduce in absence Civil claims reduced Less mgmt time Higher performance Healthy culture/better engagement Reputation Buy-in from the top Health surveillance as a "shoe in" to wellbeing - has to be paid for HASAWA Difficulties in detaining grants 2 4 Other Key Enablers Potential barriers & how to overcome them ...with the following costs and likelihood of success Enablers, barriers and mitigating actions include... Sr. management understanding need to change strategy Knowledge Gaps & Next Steps in validation / evaluation: How the money goes round "in detail" NR - what's the threshold re self-insure? Copyright Institute for Manufacturing Page 35 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 5 Milestones 2014 Short 2016 2017 Medium Reduced insurance premiums Tax incentives Businesses taking a preventative approach 2019 Financial determinations supporting preventative and not efficiency/excess cost DfT ORR Promote conferences/fora TOCs FOCs Company strategy/policy/plan Financial PR18 determination Case building activity TOCs/ATOC freight GP building case for lower premiums Network Rail RSSB Dialogue Financial PR18 Determination indicators Benchmark comparators Other companies good practice, benchmark etc Or HS1 or others Suppliers InfraCos Workforce & TU Consult/promote Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Trade associations Using leverage f industry activities Partnerships & Collaboration External Stakeholders Copyright Institute for Manufacturing Page 36 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long 2025 Team: 6 Rail medical standards Timescale to Full Implementation 24 months Likelihood of adoption and success 3451 Consistency of application: guidance but not prescription ARIOPS working group for standards Risk management approach rather than 'rule based' Liability issues Agreed needs to feed in to Europe Rail agenda for a consistent Europe wide standard DfT RSSB guidance not ORR standard. Set expectation ORR The buck starts here The Industry Needs to… Pull finder out Committed to improvement TOCs FOCs Network Rail Workforce & TU Others Not ORR can advise; ORR is statuary authority. RSSB is not; Standard = RSSB not ORR; +UMC ORR Addresses Key Drivers & Stakeholder TOCs and FOCs RAIB reports Needs Why would standards not be changed ...because: Consistency and fairness Improve attendance Healthy = safer Increase efficiency Addresses Key Health Best practice in other industries e.g. oil and gas, fire service Contractors & Wellbeing Constructing better health Challenges / Opportunities Benefit in delivering Rail Workforce H&W Benefit in Efficient & Productive Railway Likelihood of adoption and success Costs to implement (1=High / 5=Low) This will deliver the following benefits for the Rail workforce and the industry as a whole… Healthier, happier, safer workforce Better service for passengers (more profitable railway) 5 5 Best practice reduces risks to both organisation and employee ...with the following costs and likelihood of success Minimal cost Return enormous 2 5 None if paper Cost = TOCs may need to subscribe to online version Need consistency Ensure cost is managed i.e. kept minimal as in the scheme of OH/wellbeing the issue has minimal impact Other Key Enablers ARIOPS; FOM; Providers (RLY cost management) Don't just ask doctors, involve HR and others from industry in creating the standard Potential barriers & how to overcome them Shortage of doctors Lack of experience of doctors - bribe them with footplate rides Unions Enablers, barriers and mitigating actions include… Time, effort, institutional inertia, Parkinson's syndrome Knowledge Gaps & Next Steps in validation / evaluation: Knowledge gap of doctors and working conditions Copyright Institute for Manufacturing Page 37 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 6 2014 Milestones Short 2016 ARIOPS report Conference 2017 End point All rail OH aware Medium 2019 Health and happiness Audit compliant DfT ORR Smile sweetly and say Yes... Update TOCs FOCs Spreading the word Network Rail RSSB Suppliers Spreading the word Supplier buy-in Time... Spreading the word Company boards aware ARIOPS agreement InfraCos Workforce & TU Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Partnerships & Collaboration External Stakeholders Copyright Institute for Manufacturing Page 38 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long A profitable working railway 2025 Team: 7 Increase employee say in what is happening Timescale to Full Implementation Required Employees have ownership so it's not imposed and fully supported by Response / Action board so that their ideas, voices and concerns are heard and acted on. Fully support this. Employees don’t usually have a say. DfT Favour inclusion of this in franchising ORR Ensure commitments are acted on/delivered TOCs FOCs Consider benefits and map against objectives Network Rail Consider benefits and map against objectives Workforce & TU Support and participate The Industry Needs to… Ensure employees are at the heart of H&W Others Satisfaction/engagement/discretionary effort Addresses Key Drivers & Stakeholder Cost/profit Retention of skills/staff Needs Reduced sickness Breeds company loyalty Roles of Tusk? ...because: Their commitment, company loyalty, knowledge and skill will drive the bottom line through an increased idea pool, buy-in and full understanding/acceptance. Addresses Key Health & Wellbeing Challenges / Opportunities These are all benefits of increased employee engagement. This has links with other ideas so beneficial. Benefit in delivering Rail Workforce H&W Benefit in Efficient & Productive Railway Likelihood of adoption and success Costs to implement (1=High / 5=Low) Idea pool greater Encourages preventative solutions Buy-in/participation Increased understanding Needs absolute commitment so it's not destructive so it's positive Knowledge management and retention 3 Staff reliability/availability Operational resilience and customer service delivery 3 High as long as full commitment (not lip service) ...with the following costs and likelihood of success A release strategy will determine/drive costs 4 Release/involvement strategy required 5 Other Key Enablers Potential barriers & how to overcome them This will deliver the following benefits for the Rail workforce and the industry as a whole… Network resilience and customer service delivery from engaged health individuals Enablers, barriers and mitigating actions include… All boards will be competing for Top of the TOCs Individual companies buy-in Industrial relations and how it's introduced Knowledge Gaps & Next Steps in validation / evaluation: What would DfT and ORR have involvement in (and others)? Copyright Institute for Manufacturing Page 39 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Team: 7 2014 Short Milestones 2016 2017 Medium 2019 Research paper (best practice) DfT ORR TOCs FOCs Sign up / agree Collate data Network Rail RSSB Commission research paper Publish paper Suppliers InfraCos Workforce & TU In my TOC unions need engagement and buy in Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Implement judging and budget Identify commercial projects Partnerships & Collaboration External Stakeholders Data and research Copyright Institute for Manufacturing Page 40 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk 2020 Long 2025 Appendices A. B. C. D. E. Participants Workshop Feedback Responses & Enablers – Detailed Comments Workshop Process Participant Perspectives Copyright Institute for Manufacturing Page 41 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix A: Workshop Participants Name Alan Brookes Andrew Livingstone Carole Bardell Claire Dickinson Colin Greenslade David Davies Diane Haggan Gemma Pilgrim Ian Gooday James Dalton Joe Dromey Keith Greenfield Libby Moore Liz Davies Lucy Weaver Mark Hall Michael Thompson Nicola Spencer Peter Jarvis Richard Burnham Robert Gifford Sarah Weymouth Simon Millward Yvonne Campbell Copyright Institute for Manufacturing Company Network Rail Atkins Costain Rail ORR ORR PACTS FGW GB Rail Freight ORR First Group IPA Heathrow Express South Western Trains RSSB Unipart Rail Capita Chiltern Railways Northern Rail Ffestiniog Railway Medical Service Amey London TravelWatch and Passenger Focus GB Rail Freight East coast Southeastern Page 42 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix B.1: Feedback Joining instructions and preworkshop information Opening remarks and introduction to the workshop Facilitation of the workshop Piccies Structure / process of the workshop Opportunity to participate and contribute Make-up of workshop participants Catering Venue Time keeping Copyright Institute for Manufacturing Page 43 Rail Health & Wellbeing Workshop 3 5. Excellent 4. Very Good 3. Good 2. Satisfactory 1. Poor 99% Excellent, VG or Good (excl venue & catering) 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix B.2: Feedback I enjoyed the workshop I found the workshop stimulating I feel I have contributed to the workshop The workshop provides useful insights I found my participation worthwhile 5. Strongly Agree 4. Agree 3. No comment 2. Disagree 1. Strongly Disagree 96% Strongly Agree or Agree Copyright Institute for Manufacturing Page 44 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix C. Responses & Enablers – Detailed Comments Rank Responses Emphasise key role of Line Managers in providing 1 purpose & direction Comments Line managers key; MDs buy in; Managers to be actively involved in staff H&W needs: "Lead by example."; Line managers are key in delivery Culture; Create "demand" for H&W support so management responds (as well as leading); Create better health and wellbeing culture and supportive network for staff to feel comfortable raising issues and seeking help; How do we create a learning culture for WHWB? What works? What doesn't? 2 Leadership creates culture for behaviour change 3 Employee engagement key to delivering wellbeing which will then drive OH Engagement: Wellbeing, OCC HGT; Don't fixate on industry data collection and analysis before you efficiently engage on wellbeing 4 Training courses & Education for target groups (especially front-line managers) Front line training for H&W; Wellbeing and health integrated into management development programmes and objectives; Resilience training to prevent stress and burn-out modules based on CBT. Management and staff; Improve competence within wider workforce WRF to OH issues; Attract OCC H profit to our industry. Establish links with universities to develop industry specific modules within existing degree and education programmes (influencing future professionals) 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 All stakeholders (including individual responsibilities) agree benefits and understand roles in making positive changes. Translate proven health activities from other industries into rail Improved understanding of OH issues in rail by OH practitioners Industry-level strategy for Engagement Trade Union support Behaviour and culture change activities. inc. individual responsibility; Education of workforce to understand how they can deal with work related health issues.; Move away from blaming individuals to understanding management confrontation. Sharing of best practice from other industries Proactive OCC health, not prescriptive Clear industry wellbeing strategy that engages staff and manages based on key industry risks Top level and TU commitment and involvement; Getting trade union reps better engaged on health risk (+) assessments National programme, Education (local), Action plan, Lead for centre Culture of "TALK" employees have to take responsibility - it isn't company responsibility. Company can help/support. 50:50 awareness Increase employee say in what is happening industry; Ensure engagement so employees share problems and are involved in wellbeing activities Look to transfer investment from OH spend to prevention; Preventative measures ensure focus is not just on resolving issue but reducing and preventing health issues occurring; Building prevention into work practice; Diabetic management strategy; Industry wide standard Prevention funding (switch from reactive to matrix. Recognised industry-wide matrix based on key issues i.e. obesity, mental health, managing ageing workforce. Create a proactive) "bandwagon."; Sleep apnoea/sleep disorders strategy needed. Why are driver passing medicals when raised incidence of sleep disorders in the industry. KISS (Keep It Simple) KISS: Keep it simple and sweet - messages Better awareness of H&W initiatives across dispersed Raise awareness of H&W issues. Encourage lifestyle changes; Benefit of social wellbeing/engagement - Expand awareness/understanding workforce across group Awareness of, reporting & training for stress issues Reporting mental health; More education on mental health issues for managers and staff Collaborative industry approach to common issues Health data collection supports reasoned decisions to What information do we need to collect to asses that we are achieving our vision?; Develop clear understanding of key driver for info drive change. needs are understood and communicated - answers the way Intended use of data outputs is understood during the planning stage for collection. Clinical leadership provides direction for Clinical leadership - OH needs to be in driving seat; Change the railway doctor's arrangement from transactional to development of industry’s health capabilities embedded/OH/informing business on risk Organisational roles take a holistic approach to Manage role conflict; Role and conflict of managing for attendance and H&W policy health rather than functional Copyright Institute for Manufacturing Page 45 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix C. Responses & Enablers – Detailed Comments Rank Responses 21 Need for data that is more leading 28 Competency frameholders for health and wellbeing line managers Engage ageing workforce Companies publish improved health data indicating the progress of the rail industry Informing policy / standards development for OH Success is measured and reviewed before wider industry roll-out. Industry educational and competence requirements are mapped Job roles altered to become more engaging 29 Action based upon sound evidence 22 23 24 25 26 27 Comments Data collection and analysis i.e. makes sue return to works done; What bothers me is the unknown unknowns; Need for data that is leading, reliable, robust Rail OHP/OHA 'certificate' of rail knowledge/understanding Skills - capitalise on experience of the older generation; Ageing workforce should not seen as a problem Ensure that data collection/reporting is done consistently across the industry enabling easy aggregation to identify industry issues, trends etc. Redesign workplace, access and work tasks to include physical activity Achieve a better understanding of data 33 More effective communication between OH service providers and line managers All trained on health at work as the norm Health professionals improve health decisions within organisations Guidance is developed to assist railway physicians Guidance on health reporting good practice 34 Baseline health assessment of all ‘high risk’ workers Guidelines for fitness assessment for older workers and what to do with fails; European standard for health exams. 35 Improved occupational health reports 36 Improved OH guidance (eg managing return to work) Provide a solid consistent and high quality OCC health service; Creator defined rail specific OH advice to manage absence 37 38 Health and wellbeing monitoring technology Diet & Nutrition advice (engage food services) 39 Communication leads to access to information for all Ensure proper feedback on policies developed 40 Improved cost benefit analyses and tools 30 31 32 Copyright Institute for Manufacturing Active lifestyles; Health and wellbeing actions i.e. Fruity Friday, Stop Smoking Page 46 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix C. Responses & Enablers – Detailed Comments Rank Responses 41 Risks are proactively addressed 40 Job roles altered to become more engaging Industry productivity is enhanced to improve Clinical leadership provides direction for 42 41 successful outcomes for all.health capabilities development of industry’s 43 Opportunity forcommunication health/safety by design OH service More effective between 42 44 Companies re-evaluate health policies providers and line managers 45 Clinical effectiveness is managed within industry 43 Hazard specific working groups tackle difficult health 46 44 hazards 47 Rehabilitation plans reduce absence costs 45 Guidance is developed to assist railway physicians Better cooperation between medical professionals 48 46 Improved occupational health reports eg OHS and GPs Employee health and wellbeing issuesprofessionals also impact Better cooperation between medical 49 47 passengers eg OHS and GPs 50 Logistics of remote working 48 49 Link reward (or salary sacrifice) to health & wellbeing 51 Link reward (or salary sacrifice) to health & wellbeing 50 Diet & Nutrition advice (engage food services) 52 Embrace diversity of workforce 53 Send signal through franchise programme for H&W 54 Implement all 10 recommendations in briefing 55 Link with cancer screen Copyright Institute for Manufacturing Comments Good communication within diverse organisations i.e. internet, intranet, written, visual Day seminar with heritage factor on asbestos management Work/life balance (shift management) Better use and understanding of phased returns and adjusted work patterns Create cross-discipline (e.g. OH and FLEET) datasets to enable empirical thinking and understanding; Assess effectiveness of interventions Link to NHS; Strategy for better link with NH/their initiative and resources to determine impact and success Poor GP and OCC health judgements. Too much detail of what can't be done rather than what can. Guidance issued; Shift work that ensures that BSG assessments are carried ut on shift patterns with involvement of the workers. Measure absenteeism and link with travel to work mode. Active travel = less absenteeism OH where feasible link with cancer screening programmes at work Page 47 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix C. Responses & Enablers – Detailed Comments Rank Enablers Rail based medical standards are reviewed and 1 improved for better outcomes Comments Medical standards: Less complex, risk based, evidence based, clinical guidance for workforce physicians; Medical standards on recruit and retention by each health. Conclusion - standards for medical practitioners. Understand/define and share industry best practice on provision of workplace health facilities; Better sharing of good practice in the industry; Employ a public health expert (not an occupational health expert) to embed healthy work practices; Need best practice on fatigue management. 2 Best practice knowledge transfer 3 Occupational Health and Wellbeing expertise 4 Improved equipment / reduced emissions 5 Resources (Numbers of professionals) Increasing mechanisation to eliminate hazardous tasks There is an increase in health skills purchased by the Increase use of 3rd party OH and absence management to support managers organisation Funding IIP Rigorously use the development in tablet technology to capture real time data. Also real time support. Consider new "SOS" type apps, Real-time data collection (eg via tablet technology) linking to health professional. Incentives and penalties? - H&W as a contract criterion Railway conferences allow cross-fertilisation and promotion of best practice Guidance enables better contracts developed with OH providers Supply chain standards ensure health is integrated into design Smart cards enable the health of employees to be tracked through their working life 6 7 8 9 10 11 12 13 14 15 16 Data processing system / shared databases 17 Supply chain provides tools to reduce harm 18 19 20 Have a "tool" information session for those involved in procurement; Consistency when in rail no matter what company or role. Can "expect" same standard treatment approach - geographical factors. Regional OH provider centres based at railway premises Voluntary standards improve organisational management of health to agreed levels of health Voluntary standards result in the scope activities being fully covered Copyright Institute for Manufacturing Page 48 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Appendix D. Workshop Process Copyright Institute for Manufacturing Page 49 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk Workshop agenda Morning 9:15 Registration & Coffee 9:45 Introduction, agenda and process 10:00 Participants share perspectives – Vision; Key Challenges & Actions needed 11:00 Prioritise Vision elements; Drivers and Challenges 11:15 Break 11:30 Identify leading Actions Needed 12:30 Lunch Afternoon 13:15 Identify breakout groups for Afternoon Session 13:30 Characterise priority Actions for Impact / Effectiveness 14:15 Develop Action Plan 15:00 Break 15:15 Present Elevator Pitch & Carousel Review 16:15 Review 16:30 Close Copyright Institute for Manufacturing Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk Background and Aims of Workshop • Purpose of the roadmap: We are looking for a roadmap to bring about commitment and understanding for a series of well-planned, effective and prioritised tasks that a diverse range of stakeholders believe will improve health and wellbeing management within the railway and therefore the health and wellbeing of the Rail Workforce and the efficiency of the sector. • Commitment: Individual managers, companies aware and prepared, Managing Directors engaged, customer willing to act or request RSSB to act • Understanding: What tasks, costs, impacts? The organisations role? Role for RSSB/ industry? • Well planned: Timed well, those participating are able to act, coordinates with and benefits the customer, yearly costs align with industry’s capacity to meet them, meets new control period timeframe, customer has time to implement • Effective tasks: tasks are needed, cost effective, generate company action, generate industry action • Prioritised: By industry or organisational level of importance?, By sector? By Cost? By Stage? • Improve: industry level? Organisational /customer level? Both? At low cost? At high cost with high return? Evolutionary? Planned? Copyright Institute for Manufacturing Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk Workshop Definitions Occupationa Contemporary thinking and government policy on workforce health recognise that health has three fundamental elements. • The effect of work on health (eg airborne contaminants, asbestos, musculoskeletal disorders, mental health) l Health • Fitness for work (eg safety critical tasks, drugs and alcohol testing, health assessments) • General wellbeing (eg obesity, smoking, sickness absence management, rehabilitation) Industry consensus, including the Industry Safety Meeting (ISM), now supports rail employers actively embracing these three elements. Wellbeing The three components of employee wellbeing, taken from Wellbeing, Productivity and Happiness at Work (Ivan Robertson and Cary Cooper, 2011), are said to be: 1. Psychological wellbeing – for example, the ability to handle the stresses of everyday life and maintain a positive attitude and sense of purpose 2. Physical wellbeing – for example, the amount of exercise, sleeping habits, alcohol 3. Social wellbeing – for example, a positive and supportive social network Engagement Employee engagement is a measure of how motivated an employee is to give their best to their job. It shows how well motivated, energised and inspired they are to ‘go the extra mile’. Engagement is uniformly measured via staff surveys and typically asks questions about pride in their company, would they recommend as a great place to work, belief in company vision and goals, a willingness to go beyond their job requirements and whether they are considering leaving at the present time. Companies with high levels of employee engagement experience greater profitability, reduced absence and greater levels of employee wellbeing, amongst many other benefits. See http://www.engageforsuccess.org/ for more information. “This is about how we create the conditions in which employees offer more of their capability and potential.” – David Macleod – author of UK Govt’s ‘Engage For Success’ report. Employee engagement should not be confused with how we communicate and interact with our people. Presenteeis m The term presenteeism is often interpreted in different ways. Robertson and Cooper (2011) suggest three attributes to the term: 1. Attending work when unwell 2. Putting in long hours but not working all of the time (often known as ‘face time’) 3. Working at a reduced level because of distractions (for example, going online) Additional attribute added: People who have a health risk factor that inhibits their ability to do their job (for example, obesity and manual work). Copyright Institute for Manufacturing Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk Roadmapping- Linking future to present What? Why? Time Trends & D1 Drivers D2 M1 Markets M2 we now? & Capabilities T1 M4 O2 we want we get O3 O2 O1 T1 Where do M2 O1 Opportunities M3 How can Where are Technologies How? D2 T2 there? O4 T4 C3 to go? C6 T5 Funding Enablers Infrastructure Staff / skills Copyright Institute for Manufacturing Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk Past 2014 CP4 Trends & Drivers Short 2016 2017 CP5 Medium 2019 2020 Long CP6 2025 Vision CP7+ Social Templates Technological Environmental Trends & Drivers What is shaping the future context and environment for H&W Economic Stakeholder Perspectives On-board WorkTrackside force Station & Other TOCs & FOCs Stakeholder Perspectives What are the needs of the different stakeholder groups Network Rail Suppliers InfraCos Other inc Health Professionals Health & Wellbeing Challenges Work-related Non work-related H&W Challenges: Current and Future Challenges (and Opportunities to improve) H&W Lifestyle Opportunity & Access Other Responses Stakeholder Actions (eg for TOCs & FOCs; Network Rail; ORR, RSSB, ISLG & Contractors & Suppliers, OH, Tus; Workforce & Others Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Responses that could be put in place to deliver improved H&W outcomes and performance ...and associated Actions by Rail Stakeholders Other Other Enablers Knowledge People & Skills Facilities & Infrastructure Enablers and other resources also necessary for success Standards & Regulation Copyright Institute for Manufacturing Supply Chain Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk VISION Political & Legal inc DfT/ORR 2-Step Workshop process Step 1: Scan (‘Landscape’) - Large group activity - Broad scope - Share and capture perspectives - Link, focus and prioritise Step 2: Probe (‘Landmark’) - Small group activity - Focused scope - Share and capture expertise - Organise, plan and action Google Earth Copyright Institute for Manufacturing UK Robotics & Autonomous Systems Roadmap January 2013 Dominic Oughton do251@cam.ac.uk Team: Response / Action: Cross-Industry Required Response / Action Industry needs consistent standards for data gathering, applied uniformly across the sector. Timescale to Full Implementation: 2016 Data Collection (Underpins much other work) DfT ORR Include in franchising model Define standards TOCs FOCs Network Rail Workforce & TU Others Involvement in ensuring data is useful for all stakeholders to actually drive improved H&W outcomes Addresses Key Drivers & Stakeholder Needs Wellbeing Challenges / Enables evidence-based investment in H&W by capturing benefits Opportunities Benefit in delivering Rail Workforce H&W Impact onWorkforce Needs and H&W This will enable effective communication of H&W activity 1 2 3 4 This will deliver the following benefits for the Rail workforce and the industry as a whole... Will enable cross-industry collaboration and synergies Better focussed intervention and meauserement of outcomes Will require widespread changes in numerous areas ...with the following costs and likelihood of success Significant start-up costs should soon be eroded through reduced duplication Significant initial costs will soon be recovered through more effective allocation of resources and reduced duplication 5 Benefit in delivering Efficient & Productive 1 2 3 4 ...and support appropriate intervention Will enable resources and action to be prioritised towards appropriate interventions Challenges Railway Impact on other Establish onsistent standards for data gathering, applied uniformly across the sector. ...because: Addresses need for transparancy and openness. Resolves under-reporting Addresses Key Health & The Industry Needs to... 5 Stakeholder Needs Likelihood of adoption and success across all stakeholder groups 1 2 3 4 5 1 2 3 4 5 Costs to implement (1=High / 5=Low ) Other Key Enablers Identify best practice in other / adjacent industries and non-UK Rail Enablers, barriers and mitigating actions Identify best practice in other / adjacent industries and non-UK Rail include... Potential barriers - and how to overcome them Compatibility of systems??? Knowledge Gaps & Next Steps in validation / evaluation: Copyright Institute for Manufacturing Are there any systems implications? Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk Team: 2014 Short 2016 2017 Medium 2019 2020 Long Milestones Milestone 1 DfT Milestone 2 Map current practice and ORR Define full systems specification Define Draft systems specification TOCs FOCs Review Pilot Network Rail Pilot RSSB Pilot Suppliers InfraCos Workforce & TU Others Other Key Enablers eg Knowledge; People & Skills; Facilities & Infrastructure; Standards & Regulation; Partnerships & Collaboration External Stakeholders Benchmark adjacent industries Copyright Institute for Manufacturing Update systems & infrastructure Health & Wellbeing Roadmap Roll-out awareness & training Dominic Oughton do251@cam.ac.uk 2025 Appendix E. Participant pre-work Copyright Institute for Manufacturing Page 58 Rail Health & Wellbeing Workshop 3 15 Nov DRAFT 1.0 Nov 2013 Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Ian Gooday 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Social Technological Environmental Economic Political & Legal inc DfT/ORR •Social and technical drivers may more immediate effect to reduce risks eg machinery that reduces HAVS. Evidence of costs savings to the industry will help convince key personnel of the need to be proactive. Political trends may change come 2015. Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other It is arguable that trackside workers are more at risk of serious occupational health illness and therefore Network Rail and contractors should be given the first priority. But Depots too have a higher risk group because of the nature of their work. On board and station staff should be medium term. Work-related Non work-related Lifestyle Opportunity & Access Other Work–related issues are easier to address but must not lose sight of lifestyle and non-work related issue. These should be looked at in the medium term too. Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other Critical to establish clear industry leadership on health. Reporting internally within companies is important to understanding cost. RIDDOR reporting will not give a comprehensive view of OH issues because of it limited nature so it needs RSSB to lead on persuading the industry of the need for good reporting. Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Copyright Institute for Manufacturing Supply Chain Proactively understanding the issues and being able to prevent them occurring would be my short and medium term aim. Health & Wellbeing Roadmap In my view employee engagement and education and training need to be hand in hand. They will learn and appreciate more if they understand what it means for them. Long term aim should be to persuade a change in attitude to towards occupational health. •Changes to and new legislation are much more difficult to introduce at this stage in the current political climate. Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES H&W CHALLENGES & ACTIONS & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Simon Millward (ECML) 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: 1. 2. 3. Forward thinking and introduce opportunities for individuals to educate themselves which in turn influence lifestyle choices which impact themselves and their immediate families. Monitor trends to ensure OH and other health related services are current and appropriate Examine the environmental factors to develop ways that minimise the impact of these on individuals Social Technological Environmental Economic Political & Legal inc DfT/ORR •Collate difficulties experienced since the introduction of ‘fit notes’ Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Diet and nutrition advice •Staff food and food services being encouraged to form part of a balanced diet •Really manage OH/EAP providers to ensure you’re getting value for money. •Review working environments establish how much investment might be needed •Develop further industry standards taking into account ‘fit notes’ etc •Investment in working environment Work-related Non work-related Lifestyle Opportunity & Access Other •Start to investigate how to get H&W into schools, colleges and the home •Work with local gyms/pools for open days/ trial periods – accessible prIcing •Develop a year long calendar so that we generate/encourage activities •Salary sacrifice options to encourage participation Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training •Education, Develop an industry calendar to have a UK roll out on key initiatives enabling charities and other organisations to join in •Roll out education road shows core sites •Establish how to engage with small locations (<35 FTEs) •Cross TOC working group to further develop Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Central library for cross TOC collaboration Copyright Institute for Manufacturing •Work with schools and colleges to develop strong links to the industry needing balanced and healthy workforce (H, W, D&A policies) •Working group to develop this area further Health & Wellbeing Roadmap •Provide feedback to influence political agenda to ensure ‘fit notes/GPs’ link to OH industry specialists to ensure they don’t impose risk to the industry •Check uniforms are provide adequate •Review progress for management of OH/EAP to establish industry success to progress through all TOCs •Review industry standards •Cross TOC sports day/events? •Review Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: David Knowles 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: • for all staff / managers / companies to be able to differentiate between risk and compliance • To effectively manage the affects of system change and its impact on staff Social Technological Environmental Economic Political & Legal inc DfT/ORR •Increased pressure on costs Work-force: TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Market demand for drivers increasing. Significant increase in inexperience • changing role profile, train drivers (ERTMS) Work-related Non work-related Lifestyle Opportunity & Access Other •Materialistic generation placing pressure on work / life balance •Late maturing generation • Changing workforce • Pressure to adapt Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Personal risk awareness • Safety culture and maturity Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Preparation and awareness profile Copyright Institute for Manufacturing •ERTMS •new infrastructure and systems •Return of workforce lifestyle expectations • Health & Wellbeing Roadmap • Less work orientated Demonstrable investment Dominic Oughton do251@cam.ac.uk TRENDS & DRIVERS VISION Name: Michelle Smart 2014 Short 2016 2017 Medium 2019 2020 Long The Industry Vision for Health and Wellbeing in UK Rail should include: Social Technological Environmental Economic Political & Legal inc DfT/ORR •Single tender awards •15 year franchises •Multi-skilled colleagues •More investment in assets: •Over 65 workforce •Recession •Sedentary lifestyles New trains – better ergonomics and CET tanks New stations – less stations RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS •Obesity, nutrition Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Less colleagues •4 generations, different needs •Debunk myth of rail health expertise Work-related Non work-related Lifestyle Opportunity & Access Other •Stress/fatigue/shifts/muscular skeletal •Anxiety, depression Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Measure the same •Changing nature of roles to multiskills •Proactive intervention strategies •Non tech skills •Good management •Engagement strategies •Health for Life & interventions ENABLERS •Champions Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain Copyright Institute for Manufacturing Health & Wellbeing Roadmap } } } deep partnerships } } Dominic Oughton do251@cam.ac.uk 2025 ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Robert Gifford 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: A commitment to improving health as effectively as it has improved safety within the industry over the last decade. Social Technological Environmental Economic Political & Legal inc DfT/ORR •24 hour society Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Impact of ill-health on level of service for passengers Work-related Non work-related Lifestyle Opportunity & Access Other •Shift patterns •Understanding of fatigue •Management of work-life balance Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Base interventions on scientific evidence and research Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Involve workforce within consultations Copyright Institute for Manufacturing •Social media •Networked world Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: R Burnham - Amey 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Healthy and fit workforce delivering a railway to meet stakeholders needs, and be seen to be adopting best practice at appropriate opportunities Social Technological Environmental Economic Political & Legal inc DfT/ORR •Are at the for-front of technology Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •RIAG and ISLG engagement Work-related Non work-related Lifestyle Opportunity & Access Other •Working hours •Stress and anxiety •Consistent message on healthy lifestyle Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Robust reporting mechanism •Transferable skills delivery for current HSE personnel Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Development of industry specific skills/training •Transferable skills developed for current HSE personnel Copyright Institute for Manufacturing •Work ethics – youth of today ! •Ageing work force •Need to promote what we are doing, such we are setting the trend •Collaboration and Alliances •Supplier relationships based on more than cost •Validation of reporting Health & Wellbeing Roadmap •Review overseas practice •Engaging with future generation through appropriate media •Bench marking other sectors Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Colin Clifton 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: A n industry characterised by low sickness rates and where employees retire at the end of their careers in good physical and mental health. Social Technological Environmental Economic Political & Legal inc DfT/ORR •Increasing age of retirement Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Evidence of commitment •Knowledge and understanding of issues •Evidence of action •Improvements in workforce health and wellbeing Work-related Non work-related Lifestyle Opportunity & Access Other •Stress •Fatigue •Noise •Vibration •Dust •General health and obesity •Lifestyle •Mental health •Biological agents •Changing attitudes to wellbeing and heath •Interdependent culture of health and wellbeing Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Education •Improved understanding of risks and more imaginative controls (prevention rather than mitigation) •Effective risk management Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •General health promotion •IIP Health & Wellbeing Award criteria •High quality data •Business case for enhanced provision •Embedded health and wellbeing management •Evidence of cost-effectiveness of approach Copyright Institute for Manufacturing •Obesity and general health •Risk assessment •PPE Health & Wellbeing Roadmap •Increasing regulation/societal expectation •Attitudes to health and wellbeing •Ageing workforce •Informed workforce Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Andrew Livingston 2014 Short 2016 2017 Medium 2019 2020 Long The Industry Vision for Health and Wellbeing in UK Rail should include: Social Technological Environmental Economic Political & Legal inc DfT/ORR Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Increase in absenteeism and presenteeism asscociated with stress •Better data •Clear and proven care pathways for specific health and wellbeing issues •Improved staff engagement Work-related Non work-related Lifestyle Opportunity & Access Other •Raise awareness of mental health and challenge the stigma Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Prepare case studies and openly discuss how stress can be managed proactively Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Benchmark effectiveness of various care pathways across industry sectors for specific health and wellbeing issues Copyright Institute for Manufacturing •Sedentary workforce with collateral health issues •‘’Park Health’ ODA approach for large complex projects •Design health into jobs and assets •Develop preventative care pathways •Link health and wellbeing initiatives to national campaigns and awareness days Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk 2025 TRENDS & DRIVERS VISION Name: Colin Greenslade 2014 Short 2016 2017 Medium 2019 STAKEHOLDER NEEDS H&W CHALLENGES & OPPORTUNITIES RESPONSES & ACTIONS Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Excellence in the management of health and wellbeing Social Technological Environmental Economic Political & Legal inc DfT/ORR •Understand costs of ill health in rail industry as a whole and by individual companies •Understand relevant trends and drivers •Ageing population – need to work longer •Relevant interventions identified / being progressed •Clear evidence that all relevant issues have been identified and where appropriate are being progressed and what this means in terms of trends etc •Diminishing returns •Identify and share best practice ENABLERS 2020 Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Above needs to be disaggregated to these categories •Individual stakeholders gain clarity on how measures impact on their business •Acceptance that health and wellbeing need to be effectively managed •Individual stakeholders have produced mature plans to manage health and wellbeing. •Actions by stakeholders drives trends down Work-related Non work-related Lifestyle Opportunity & Access Other •Link to drivers of trends and ability to influence •Changes in working practices to deliver improved service •Improved management of fatigue •Better rostering that takes account of health and wellbeing issues Ageing population - Increased focus on individual capability •Fully developed approach to managing employees health and wellbeing at all stages of their career. Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Embed cultural change to effectively manage health and well being at all levels of the organisation •Wide acceptance that effective management leads to improved productivity •Whole acceptance that effective management leads to improved productivity Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Copyright Institute for Manufacturing Supply Chain •Improved awareness of associated issues / categorization / skills needed to effectively manage •Maturing capability •Fully capable •Improved planning of change to take account of impact on health and wellbeing •Acceptance that effective management leads to improved productivity Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Libby Moore 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Improved opportunities for a healthy and safe work life. Collaborative approach. Delivering appropriate services Social Technological Environmental Economic Political & Legal inc DfT/ORR •Research into health and wellbeing impact following the credit crunch Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Education re importance and compliance with health surveillance programmes •Evaluate resources required and available •Review of remote health surveillance appliances available •Collective responsibility for health •Solution focused rather than blame Work-related Non work-related Lifestyle Opportunity & Access Other •Collation of information regarding Occupational health needs and requirements of: •Front line employees •Managers •OH professionals •Formulate action plan on core messages •Worktime allocation for well-being initiatives •Transition of culture to equal balance of rights and responsibilities Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Ensure all providers working towards SEQOHS •Closer partnership with primary health care providers and other stakeholders •Reviewing of results Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Railway focused OH training days •Skills needs evaluation – MDT approach to OH provision •National Railway OH event •Solution focused approach •Ensure enough trained practitioners to help deliver the strategy Copyright Institute for Manufacturing •Formulate strategies to build employee confidence •National database for collation of stats •Promotion of successful campaigns and role models •Health promotion apps •Surveillance apps •Evaluation of environmental influences on health Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Diane Haggan 2014 Short 2016 2017 Medium 2019 2020 Long The Industry Vision for Health and Wellbeing in UK Rail should include: promoting best practice in health and wellbeing with in the industry Social Technological Environmental Economic Political & Legal inc DfT/ORR Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other Dame Carol Black Report •Hypertension on increase Ever improving IT •Upgrade Snowdrop Climate change Cost of S/A •OH professionals need more comprehensive understanding of the industry •Obesity , poor sleep pattern •MSK •Stress/depression •Circulatory disorders •Thyroid, diabetes •Colour vision Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Work together to educate and champion in health and wellbeing share common values Copyright Institute for Manufacturing •Rise in IHR •Customer Care can over ride employee health and wellbeing Work-related Non work-related Lifestyle Opportunity & Access Other Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Ageing workforce •Audit and review – use meaningful data – trend analysis •Reward and recognition •Educate •Continue to educate and develop OH practitioners Health & Wellbeing Roadmap •Respiratory and hearing conditions •Failing eyesight •MSK •Adopt a robust health and wellbeing programme •Encourage reward and recognition = employee engagement •Employee surveys – report on findings •Offer more training to keep skilled workforce •SEQQHS – Competition within the OH market •On line health and wellbeing t ools Dominic Oughton do251@cam.ac.uk 2025 ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Alan Brookes 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Everyone fit for the Future – “A positive state of physical, mental and social wellbeing, in which an individual is able to flourish and achieve their full potential for the benefit of themselves, their families and our organisation Social Technological Environmental Economic Political & Legal inc DfT/ORR Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Use Technology to reduce exposure •Compliance with H&SAWA and ORR interaction •Improved Work Life Balance / Engagement •Influence Workforce Behaviours •Learn and Share from routine and novel enterprise (x industry and beyond) •Reduced absence •Understand Best Practice •Reduced presenteeinsm Work-related Non work-related Lifestyle Opportunity & Access Other •Obesity and general fitness levels •Use of On Call arrangements •Required working patterns have higher fatigue and general wellbeing risk Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •6 point Employee health & Wellbeing Plan •Plan work to eliminate risk of fatigue related incidents Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain •Improve local capability within Routes Copyright Institute for Manufacturing •Shift work and Long Hours •Workforce working to greater Age •True Wellbeing - Resillience •Industry best proctice •Increased employee awareness •Promote Physical, Mental and Social Wellbeing Health & Wellbeing Roadmap •Healthy eating options •Improved worker facilities Dominic Oughton do251@cam.ac.uk Name: Peter Jarvis 2014 Short 2016 (a) Improve efficiency; health and safety already under tolerable control; education of newcomers (b) Regularly minding volunteers of their duties and of health and safety hazards. Our main risks are not to workers but to passengers, especially obese ones. We have few obese staff; we don't pay enough. (c) Our health standards are to RT3451. We would adopt any sensible amendment to this. (d) Completing programme of new buffet cars (easier for train staff) (e) Increasing partnerships with Coleg Menai for apprentice training, with local schools for work experience, continuing Kids' Week and finding more tutors recruiting recently retired experts. (f) Mechanise dirty and disagreeable jobs where possible, but some people actually like being mucky. (g) Continuing and developing collaboration with other railways (increase traffic, help with training programmes) (h) Update hostel (under way). We have one ferocious ex-boxer as paid warden. (i) Cutting back lineside vegetation Copyright Institute for Manufacturing Health & Wellbeing Roadmap 2017 Medium 2019 (a) Kids of Kids at Kids Week (b) Continuing training programmes (c) Palatial new quarters for Medical Service [pie in sky]; better office for Safety Manager (d) New Diesel Maintenance Depot with adequate training and doormats (e) Reducing dirty work sites around Works (hope rather than experience) (f) Encouraging other small railways to follow our example (g) Increased collaboration with other railways - but there is a limit to how far we can persuade our volunteer staff to do this. If finance is involved, we are into a different ball game. (h) Cutting back lineside vegetation 2020 Long 2025 (a) Kids of Kids of Kids at Kids Week. Former Kids as recently retired tutors (b) May need a second hostel - this implies more volunteers and a second ferocious ex-boxer (c) Further extensions of line and joint stations in collaboration with Welsh Govt and other railways (d) Cutting back lineside vegetation. Good job for Kids. Wales is the carbon sink of the planet. Dominic Oughton do251@cam.ac.uk TRENDS & DRIVERS VISION Name: Mark Hall 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: integrated multidisciplinary health and wellbeing programme . There should be a proactive intervention to assist employees to remain healthy at work with be supported through their working life . The programme is actively supported by all levels of management and have full employee engagement . Social Technological Environmental Economic Political & Legal inc DfT/ORR •Cost of absence •Older employees •Carol Black/David Frost report •Length of franchise •Company profits •Cost efficiencies Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Access to physiotherapy •Access to EAP counselling •Professional OH services •Healthy work force •Knowledgeable workforce on health matters •Employee engagement Work-related Non work-related Lifestyle Opportunity & Access Other •Mental Health •Obesity •MSD MSD Mental Health Obestity Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Employee engagement •Line management engagement •Line manager health awareness •High priority for Senior Management Knowledge People & Skills Facilities & Infrastructure Standards & Regulation Supply Chain Suitable OH providers Experience on knowledge of professionals Sharing of Best Practice ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS . Copyright Institute for Manufacturing •Proactive intervention Sickness Absence Policy Health & Wellbeing Roadmap Diabetes Age related conditions Cognitive impairment Dominic Oughton do251@cam.ac.uk S RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: CIRAS REPs 04/11/13 2014 Short 2016 2017 Medium 2019 2020 Long 2025 The Industry Vision for Health and Wellbeing in UK Rail should include: Collaboration Reduce the effects of Anti Social Behaviour on our staff – staff don’t want to work on trains A good health culture leads to everyone having improved physical health, mental wellbeing and social wellbeing this leads to an attractive career in an industry of choice Better workforce health and physical, social and psychological wellbeing Social Technological Environmental Economic Political & Legal inc DfT/ORR Recognise we are able to influence social issues, home culture, work culture, attitudes •Recession •Encouraged to report incidents, penalisation of future contracts •Aging Workforce Work-force: TOCs & FOCs Suppliers InfraCos Network Rail •Obesity •Fatigue aware from work – outside influences •Industry pulls in different directions and wastes energy •Health stds (European laws) •Union Interface •Faster Solutions Work-related Non work-related Lifestyle Opportunity & Access Other •Noise, vibration, dust, manual handling, contractors, Ergonomics (in ticket offices) •Increased recreational drug taking •Impacts on staff – welfare, stress levels •Assaults •Fear of crime •Work related cancer •Safety critical fitness for work •Work overload •Fatigue ‘sleep quality’ •Having enough people to do the jobs •Existing medical stds are not OH stds – just health assessment medical •Disengaged staff with franchise changes •Children pick up bad habits of previous generation Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Training needed to equip staff •One auditing system for all (construction / LU / Network Rail) •Robust health reporting within the industry •Recognise the signs of work overload •Individuals empowered to make change act differently Knowledge Copyright Institute for Manufacturing •CIS – Construction Industry Scheme •Increase in social drinking •No respect for staff in Uniform •Aging workforce forced to work for longer – inconsistency of medical stds across the industry – cost implications of the above •No General Respect, for others common courtesy does not exist •Guidance •More police resource – stronger police action •Government support •Fitness to assess lifestyle issues •Treat health to the degree that safety is currently treated Health & Wellbeing Roadmap •Acronyms from business to business •Human Blue Screen •Tackle 2 shift vs 3 shift drivers •Make occ health remedies available to to those currently with problems Dominic Oughton do251@cam.ac.uk 2014 TRENDS & DRIVERS •Age profile •Technology that leads to standard practice •New Blood in the industry •Funding limitations •Rotating Workforce •Rotating employers •Changes in retirement and pension legislation •Competence of younger workers and their awareness of OH and lifestyle Work-force: - On-board - Trackside - Station, Depots & BackOffice - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Progress or standstill •SMIS inputting •Training investment / staff turnover •Funding •Invest in training •Team Briefings •Shift patterns •Flexible working, unsociable hours •Better work-life balance •Management engagement •Tighter budgets / shorter deadlines •culture of an older workforce •Lack of skilled staff = working more hours Work-related Non work-related Lifestyle Opportunity & Access Other •Good two way communication •Management style •Meet the Staff •Openness and honesty •Loss of good staff •HAVS and Asbestos •Stress due to unrest •D&A Abuse •Less productivity •Days lost due to lifestyle H&W CHALLENGES & OPPORTUNITIES Social Technological Environmental Economic Political & Legal inc DfT/ORR ESPONSES ACTIONS Short 2016 The Industry Vision for Health and Wellbeing in UK Rail should include: A culture that demonstrates that health at work is everybody’s responsibility Promoting a healthier, sustainable, productive workforce A fit and healthy workforce irrespective of age STAKEHOLDER NEEDS VISION Name: CIRAS Reps 06/11/13 Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Copyright Institute for Manufacturing •Share good practice Voluntary reporting scheme with rewards Management to go out on site Hook to different industries for different ideas on how this is managed Recruitment – need more people People with experience leave before they pass their knowledge on Health & Wellbeing Roadmap Dominic Oughton do251@cam.ac.uk ENABLERS RESPONSES & ACTIONS H&W CHALLENGES & OPPORTUNITIES STAKEHOLDER NEEDS TRENDS & DRIVERS VISION Name: Chiltern Railways 2014 Short 2016 2017 Medium 2019 2020 Long 2025 training managers on all areas including how to use the flexibilities available to them and to accept that there is a need to adjust working patterns to suit the needs of staff who are being rehabilitated. The Industry Vision for Health and Wellbeing in UK Rail should include: Social Technological Environmental Economic Political & Legal inc DfT/ORR •Better Sickness database •Paperless systems in place Work-force: - On-board - Trackside - Station, Depots & Back-Office - Other environments TOCs & FOCs Suppliers InfraCos Network Rail Health Professionals Other •Health and Wellbeing surveys done regularly •Sharing best practice with other TOCs Work-related Non work-related Lifestyle Opportunity & Access Other •Getting healthier available for staff •Wellbeing calendar in place •Access to gym discounst •Bike scheme Industry leadership Clinical leadership Evidence based action Reporting and metrics Employee engagement Education & Training Behavioural change Other •Collection of sickness data •Consistent use of MFA •Managers consistently trained •All managers able to identify stress in staff Knowledge People & Skills Facilities & Infrastructure Copyright& Institute for Manufacturing Standards Regulation •Training for staff about healthy lifestyles •Training for manager •Revision of sickness entitlement •Sickness recorded in real time Health & Wellbeing Roadmap •Easier access to health provision with better contracts with providers •Healthier drivers who are motivated to keep fit Dominic Oughton do251@cam.ac.uk