Competency and Training Management Archives

How to successfully introduce agile thinking in an organisation

Posted on: 12 September 2024

The transition to agile thinking in an organisation is often a bottom-up process, with development teams buying into the concepts of value-based delivery early on and attempting to share the benefits with the wider business (sometimes with difficulty). For stakeholders, project management officers and reporting lines, tracking a project and asking “when” it will all be delivered instead of focusing on the problems that need resolving (the “why”) is a frequent issue. While the “when” is still important, focusing on this in isolation limits options for the business and often increases the size of deliverables or delays value-adding opportunities.

From “when” to “what” and “why”: dissecting the agile approach

In agile communities, you’ll hear and read plenty about pushing the focus to the issue and getting a better understanding of “why” a change is useful, which is a valid approach. From the stakeholder’s world view, though, it is a big leap away from their current measure of success. Therefore, an easier step in mindset to make from the “when” is to the “what” before then going to the “why”.

When you have a stakeholder with many features they want to deliver, their focus will usually be on “When can I get it?”. Instead of jumping straight to “Why does this change matter to you?”, which may receive a defensive response (for many different, and valid, reasons), asking “What aspect is important?” or “What do you want next?” followed by “Because perhaps we can give you this bit sooner?” can show the value of an iterative approach. Once this cadence of talking about the “what next” becomes the norm, alongside the confidence established by consistently delivering tangible value, the discussion about “Why this is important” becomes a much smaller and easier step. The “why” aspect gives more context, and in turn, more options on how to proceed. Things could be delivered sooner, there could be a dependency or lead times that need tracking.

Considerations for high-level stakeholders & project management to adopt an agile mindset

High-level stakeholders that use dates to track a department as part of their KPIs can obfuscate helping different levels or types of stakeholders when it comes to transitioning to an agile mindset. Although it can follow the same principles, understanding what value they want followed by why they want it and whether the problem can be resolved instead of giving something of low value that has a higher risk of losing stakeholder trust is critical. There are several KPIs that can be tracked to gain confidence in the team’s performance, and the end goal should be a backlog of problems, with the top section being small enough to resolve iteratively. This can also be displayed left to right over a timeline, with higher confidence in the ability to deliver to forecasted timelines for those on the left.

How CACI can help

When it comes to agility, seeing is believing. If you increase your release frequency and deliver smaller chunks of tangible value more often, conversations will start to shift from “when” to “what next”, which is a much smaller mindset step towards the goal of “why”. Of course, this is not a one-size-fits-all approach, but more coaching what’s available in your coaching toolkit.

Practical steps for transition

Clarify the transition process: Development teams should share agile benefits with the wider business through workshops and regular updates.
Address common challenges: Identify and discuss common challenges such as resistance to change and offer practical solutions like training sessions and pilot projects.
Include case studies: Share real-life case studies or success stories to make the transition more relatable and convincing.
Visual aids: Use diagrams or flowcharts to visually represent the shift from “when” to “what” and “why”.
Engage the reader: Pose questions or scenarios to engage the reader and encourage them to reflect on their own organisation’s practices.

If you have any scenarios within your own organisation that you’d like to discuss with one of our experts or to find out how something like this can be applied, please get in touch with us.

Workforce safety and the role of management

Posted on: 27 June 2023

This might seem obvious, because the role of management in overall workforce output and workforce safety is fundamental. Management decisions are at the forefront of working practices and outcomes. But when it comes to safety critical areas, it’s important to consider the way in which management structures, decision making and overall input can support, enhance and improve best practice.

It’s very easy for complacency to creep into the management of aspects such as workforce safety. Where an excellent safety record is demonstrable, aspects such as verbal and written communications can take a backseat, with a regression in their presence or simply a standing still and relying on old systems to continue working.

This goes beyond meetings and briefings and into more serious areas such as fatigue management. There have been high profile cases of fatigue management protocols not being adhered to in the transport industry, not least when Renown Consultants was fined £450,000 with £300,000 in costs by the Office of Rail and Road following the death of two its workers in a road traffic accident following the conclusion of an unacceptably long shift.

It was a failure of management to properly implement regulations. In road transportation and haulage, drivers are restricted to how many hours they can work consecutively without a break, with further rules around taking at least 11-hours rest consecutively during a given day. Again, management of drivers is investigated where infringements occur, with fines in place for discrepancies.

One of the roles of management is to seek to improve, and safety is no different. Data from CIRAS (Confidential Incident Reporting & Analysis System), which is used by Network Rail to anonymously gather feedback from its workforce, found that in 2019/20 over 60% of respondents felt that health and safety concerns were not taken seriously by management. Furthermore, only 75% said that they had received regular safety briefings.

Those numbers paint a clear picture of the need for improvement. Whilst deaths and serious injury remain low on the UK’s railway network, they do still happen. Ticking every safety box is imperative and that starts at the top.

Why are corners cut with workforce safety?

If we accept the adage that a chain is only as strong as its weakest link, then the same is true for workforce safety. A company can put in place structures and guidelines for aspects such as safety briefings as mentioned above, but if the management levels below them are not enacting them, what can be done?

Management structures on the ground face different challenges to those in the office. Works need to be conducted in time-critical circumstances, with every minute counting. It can be tempting, with that sort of pressure, to gloss over safety briefings to a team of experienced engineers and workers. They’ve been doing the job for years without harm befalling them, why would that change now?

There is also the element of human error. People make mistakes. If people are running late, or have made a mistake, then there will be a natural compulsion to make up for that, be it by skipping a briefing or working a bit longer to make up for it.

Improving processes to improve workforce safety

Recording and understanding these errors is part of the management remit. We can see from the ORR’s 2019/20 Rail Safety Report that 41% of major injuries suffered by the rail network’s workforce was a result of a slip or trip. The role of management in these risk factors is in recording and reporting them. Gathering evidence and understanding can help to reduce the likelihood of reoccurrence.

An accident like a slip or a trip can also happen to anyone at any time. When you factor that in against 60% of respondents to CIRAS’s survey stating that they don’t feel that management take health and safety concerns seriously, with 25% not receiving regular safety briefings, it’s clear that the role of management, at least in some circumstances, can be improved.

Elements such as safety briefings are crucial for reinforcing safety best practice. Monitoring that they are happening is equally as important, to ensure that they do.

Utilising workforce management software can greatly help to achieve this. Electronic recording of sessions, via handheld devices on site, allows you to record that briefings have taken place. Where they have not been recorded against a job, workflows can automate alerts to management. Leaving a reliable and transparent evidence trail helps management in understanding why accidents have occurred and if their processes have played a part in them.

Equally, such software can help management retain proper oversight of working hours and shift patterns, ensuring that fatigue management protocols and the like are adhered to.

Whilst the intentions of management decisions are always well meaning, it is vital to underpin them with a robust framework to support decision making and to help reduce the number of accidents that occur.

You can find out more in our white paper, Improving workforce safety across the UK’s rail network, which is free to read here.

Effective workforce management – training and competency management

Posted on: 17 April 2023

Ongoing training and competency management efforts are vital for organisations in maintaining effective service delivery. Keeping staff competent, via mandatory ongoing training for their role, is often a regulatory issue. Offering staff opportunities to expand upon their core competencies makes the same process beneficial to the development of your workforce.

Whilst training and competency management are closely linked, there are some differences.

Training management

Certain training courses are mandatory in most professional environments. For example, offices require a number of trained first aiders and fire wardens. Such training needs refreshing every three years, so having staff with those competencies in the office requires them to be trained on an ongoing basis.

In more public facing and safety critical roles, ongoing mandatory training in aspects of health and safety is required. Not fulfilling these training obligations leaves firms at risk of staff carrying out their tasks improperly.

Keeping on top of these courses is vital. A central system helps firms to set reminders and book in mandatory courses for their employees. Such a system can also help to keep track of attendance, ensuring that courses have been attended and completed.

Using the same system, organisations can also make their training courses open to their employees for them to book onto when it suits them. This makes your training management more flexible and opens up training opportunities to employees who may find them interesting. By offering the opportunity to expand on their professional interests, training management can help with staff morale and career development.

If you can train and bolster the competencies of your existing workforce, it makes life easier if you need to move staff around tasks to keep project and service delivery on track during times of strain.

Running training courses also incurs an expense. It makes sense to monitor attendances and interest in certain courses, so that you can offer tailored and more relevant courses to your workforce. Where spaces are likely to be free in arranged courses, having robust oversight of this enables you to open course registration within your organisation, or even sell spaces to other industry firms, the employees of which also need to attend such a course.

Competency management

Competency management is closely, even inextricably, linked to training management. Where it differs in the first instance is in the recruitment of new employees. If an employee says they have the necessary qualifications to fulfil the role for which you are employing them, competency management is the simple act of ensuring that they are indeed appropriately qualified.

For example, if you’re employing someone to do a driving job, it’s prudent to check that they have a driving licence. Where competency management would link with training management in such a scenario would be if you need that employee to further their driving credentials at a point in the future. So, for example, you may need to enhance their competency and send them on an advanced driving course.

Ongoing training plays a crucial role in competency management, too. As mentioned above, in many industries ongoing training is mandatory. This keeps your workforce competent for the tasks that you need it to be competent for.

Where competency management extends this is by linking to performance. If a certain employee is involved in a certain number of similar incidents, it can be a good idea to try and find out why and assign them to an appropriate training course. This means that you are taking reasonable steps to provision for both employee and customer safety, whilst also keeping your services running smoothly.

Assessing staff competencies on an ongoing basis, therefore, is crucial. In the same way that you would schedule an employee, assessors need to be scheduled to staff members and teams to periodically check their work. On the rail network, for example, such assessments take the form of an assessor conducting a ride along with a train driver to check that they are carrying out their job appropriately.

If all is well, this can be logged instantly in a central system. Similarly, if errors are detected, these can be logged instantly, with any follow-up tasks, such as another assessment or the requirement for further training, being actioned straightaway. This helps to ensure that the competencies of your staff are covered, whilst linking directly to your training management for mandatory and remedial courses.

Maintaining a central database of your workforce and its competencies fundamentally helps you to ensure that your have the right people performing the right tasks. A robust competency management framework benefits your scheduling efforts, too, since your administrative teams responsible for scheduling can assign tasks with peace of mind that those employees being rostered are appropriately qualified and/or experienced for the role to which they are being assigned.

Furthermore, a central competency management system feeds into other areas of your organisation. In being able to swiftly and accurately assess the strengths and weaknesses of your workforce, you can make informed decisions in other areas such as recruitment.

Training management and competency management for your entire organisation

The benefits of having robust training and competency management across your organisation are clear. Fulfilling mandatory ongoing training obligations whilst at the same time opening up opportunities across your workforce to expand upon their competencies is hugely beneficial.

Keeping staff competent is one thing but offering career progression boosts morale and helps to keep staff working for your organisation rather than having to seek opportunities elsewhere.

Ultimately, your workforce is your point of project and service delivery. Maintaining and understanding the array of skills and experiences drives effective and efficient delivery. Plugging this into other areas of your business, such as scheduling, enables your organisation to be agile in the face of short-term changes and responsive in remedying medium and longer term issues which are more easily identified with a bird’s eye view of your workforce.

Getting your training and competency management frameworks to dovetail will help drive understanding of your workforce, which in turn will help effective and efficient deployment to projects and services.

CACI has recently published a whitepaper, Effective workforce management to improve outcomes across your business which explores this topic in more detail. You can download your free copy here.

Fatigue management – a matter of life or death?

Posted on: 27 March 2023

Fatigue management regulations are implemented in the rail construction industry to ensure not only that workers are treated fairly, but also that they are sufficiently rested to carry out what can often be dangerous jobs which require full focus and attention. Any impairment to their work can result in expensive mistakes, injury and, in the most extreme circumstances, death.

Having components of any given job improperly carried out can be an administrative headache that sets work back days, weeks or even months, and can potentially have severe knock-on safety consequences. The chance of human error leading to this is heightened when workers are fatigued, so deploying a tired workforce makes little sense.

DEFINING FATIGUE AND ITS CONSEQUENCES

The Health & Safety Executive describes the consequences of fatigue as follows:

Fatigue results in slower reactions, reduced ability to process information, memory lapses, absent-mindedness, decreased awareness, lack of attention, underestimation of risk, reduced coordination etc. Fatigue can lead to errors and accidents, ill-health and injury, and reduced productivity. It is often a root cause of major accidents e.g. Herald of Free Enterprise, Chernobyl, Texas City, Clapham Junction, Challenger and Exxon Valdez.

The implications of fatigue can be vast and, like any other hazard in the workplace, fatigue needs to be properly managed.

This is something that was brought home to the rail construction industry earlier this year when Renown Consultants Limited was fined £450,000 by the Office of Rail and Road, with £300,000 in costs as well, for failures in managing its fatigue protocols which resulted in the tragic deaths of two of its workers when they crashed their van on the way home from a job.

For safety critical work, there is a requirement that there must be a minimum of 12-hours rest between booking off a turn of duty before booking onto the next. Having this requirement is one thing, actively implementing it is another.

IMPLEMENTING, ASSESSING AND MANAGING FATIGUE PROCEDURES

Many companies do not have adequate systems in place for monitoring and implementing fatigue management procedures. In the case of Renown it was noted that, “Operations and managers knew what they were supposed to do in relation to fatigue but lip service was paid to these systems. Senior operations cut corners.”

This is where technology can help firms, with procedures modelled into business systems that can plan, guide and monitor staff, ensuring fatigue is always being considered. Rosters and shifts can be planned in advance based on the work to be carried out. The systems can include rules to consider factors related to both the time of the day that the shift is occurring and the travel time involved for the staff to potentially be deployed. This helps prevent allocation of resources to jobs that contravene the 12-hour rest period because of the travel time to get to or from the job.

There also needs to be improved recording of shifts, overtime and any shift swaps that have occurred. A management system can help by allowing staff to confirm or clock actual time spent, which again may trigger a knock-on warning for future planned work from rules configured to consider fatigue. The Office of Road and Rail (ORR) have also said that companies should be far more proactive in talking to staff and finding out their own concerns on fatigue and how it is affecting them. This could be done by capturing information directly onto questionnaires within a system. When completed these can automatically be flagged for management review and any remedial action required can be instigated, with all information stored against the staff record.

Capturing all this information into a single system allows risks to be automatically flagged to planners. They will then be able to amend and adapt the rosters based on the information presented to them. Having this data to hand ensures companies can comply with their risk assessment guidelines and not plan jobs when they do not have resources to safely do so.

SAFETY FIRST

The ORR was also critical of companies accepting jobs without carrying out proper risk assessments as to whether they have the staff to carry out a job safely. Having systems that can model ‘what if’ planning scenarios to indicate whether it is safe to accept work based on all elements of a risk assessment helps this decision making.

Furthermore, if accidents do occur, having auditable systems in place demonstrates that correct risk assessments were undertaken, helping pinpoint causes quicker and helping co-operation with any third-party investigations.

The RSSB has highlighted that fatigue is a factor in some 20% of high risk accidents in the rail industry. This high percentage suggests that many firms are underestimating the seemingly intangible impact of it. Implementing robust management procedures around this will help firms to see the full scope of the problem and align their workforces correctly to mitigate it.

It makes no sense from a financial, personal or moral standpoint to facilitate fatigued workers carrying out intensive, dangerous and important work. Deploying the correct technology is a major step in the right direction.

For more information on CACI’s Cygnum software, which helps organisations to gain a holistic view of their workforce and processes, please visit: caci.co.uk/cygnum.

The importance of communication in rail safety

Posted on: 24 February 2023

A collision between a train and tractor in Kisby highlights the importance of training, briefing and communicating with all workers and operators to enhance rail safety.

Setting out safety guidelines and effectively communicating them with the workforce is paramount to creating a safe and accountable working environment. If staff aren’t briefed on safety procedures and processes whilst conducting their work, then mistakes are likely to happen. This was brought into focus on 19 August 2021 when a freight train collided with agricultural machinery being towed by a tractor at 04:10. The incident happened at Kisby, at a user worked crossing. The train was travelling at 66mph. So, how did this happen?

According to the report released in October 2022 by RAIB (Rail Accident Investigation Branch), the accident occurred because the driver of the tractor didn’t telephone the signal operator to check that it was okay to cross. Rather, they assumed that it was safe to look at the tracks to determine whether or not a train was approaching. With the train travelling at such speed, they didn’t see it, resulting in the collision.

Firstly, the incident could have been significantly worse. The train driver sustained minor injuries in the collision, with the driver of the tractor uninjured. From a collateral perspective, the locomotive and one wagon derailed, whilst the rail infrastructure sustained significant damage.

The cost of repairing the infrastructure, whilst not noted in the RAIB report, will have been significant, whilst there’s also the time the section of rail will have been out of action for to take into consideration. The stretch of line of was out of action for four days whilst the train was recovered and the tracks were repaired. This will have resulted in delayed and cancelled services.

A Class 66 locomotive, the type of locomotive involved in the accident here, has a value of around £1.5m. This is based on GBRf spending £50m on a fleet of 37 such locomotives in 2014. It’s fair to assume the repair bill won’t have been cheap.

The short-term planning, to assign engineers at short notice to track repairs, will have taken them away from other projects on the rail, resulting in other projects being affected by this incident. This, too, will have had cost implications, as well as creating scheduling issues for engineering workers, since their rosters will have had to be re-jigged.

It’s clear that the cost, time and resource implications of this incident were vast. That’s before taking into consideration just how much worse the incident could have been.

In its report, RAIB notes that the driver of the tractor wasn’t aware of the requirement to phone the signal operator to check it was safe to cross. They had not been briefed. RAIB concludes that this is most likely a result of the land owner on either side of the crossing failing to brief users of the crossing in a way which resulted in its correct use. Rail staff were unaware of this until shortly before the incident.

So, significant upheaval, in terms of time and cost, was created because of a simple lack of communication and safety briefings. How can such a situation be avoided?

Having the ability to evidence that training has been delivered, briefings have been given and that communication is recorded, is a major step in the right direction. The RAIB report notes that they were unable to find evidence of any call from the tractor driver to the signal operator, nor that the tractor driver had been briefed on the need to do so. Creating an evidence trail of such activities enables organisations to determine where failings have occurred and rectify them, preferably before an accident happens.

The technology exists to underpin such processes. Keeping a robust record of training and briefings can help to ensure that incidents such as this are avoided. And they are a lot cheaper than repairing a Class 66 locomotive.

Complete workforce management solutions can support your training, competency management, recruitment and scheduling. This helps organisations to keep a complete audit trail of activities, ensuring that tasks, such as safety briefings, are conducted. Human error, however, is inevitable, so they can also assist in the short-term rescheduling of staff to emergency activities such as track repair in the wake of such incidents.

Operating the UK’s rail infrastructure is a complex process which requires the monitoring of several moving and independent parts, as this incident highlights. It involves everyone from land owners to rail operators and anyone who needs to cross the tracks. Keeping tabs on the communication with all parties is difficult. Having a system in place to record communications and aspects such as safety briefing enables operators to keep track of who needs to know what and when.

The cost of not having such a system in place can run beyond the financial. The incident at Kisby could easily have been a fatal one. Is it acceptable that such an avoidable incident occurred through simple ignorance of the required process for safely crossing a railway track? The process can be managed and alerts can be created to ensure that everyone receives the briefings they need to receive. The cost of not doing this can be far greater than the cost of implementing the software that helps to avoid such incidents.

For more information on CACI’s Cygnum software, which helps organisations to gain a holistic view of their workforce and processes, please visit: caci.co.uk/cygnum

Choosing a technology provider that supports and underpins your business

Posted on: 13 October 2022

Deploying modern technology systems is vital for the growth and prosperity of any modern business. They help to drive efficiency and create transparency, underpinning business growth and operations. Making reporting easy and having a holistic view of your organisation identifies areas of strength and weakness. Deciding on a technology provider, however, is almost the easy part. What happens once the contracts are signed and the technology is implemented?

Post-implementation is the most important step in any relationship. Things change, so keeping pace with that change is vital. There will be staff turnover, new business rules, external pressures and changing targets over time. To meet this challenge, it is vital that your technology can adapt and evolve to suit your changing needs.

A technology partnership

The implementation of a technology solution into your business never really stands still. Once it is adopted, getting the most from your investment is essential. Too often technology is decided on, purchased, implemented and then just left to drift as the initial excitement cedes to apathy. The way to avoid this is to have a longer-term plan that goes beyond just getting the technology live.

How will your teams utilise the technology? What will they gain from it? This is why viewing your technology provider as a partner is so important. Considering how the partnership will play out in future should be part of your roadmap. From implementation to training to ongoing support, it’s a partnership that needs to adapt and evolve over time.

Change is inevitable in any business. Your needs and requirements will shift over time, meaning that your technology infrastructure will need to be agile to your demands. Working with a technology partner that understands your business helps to facilitate the evolution of a solution.

Interoperability

Aspects such as interoperability also need to be considered. A ring fenced or unopen software solution will be unable to work with other systems that you currently use. Perhaps more pertinently, it will be unable to work with other systems that you may wish to use in the future. By working with open architecture solutions, you can get your technology solutions to work with one another to deliver a holistic solution to your requirements.

This has the added element of creating efficiency. Where systems can interact and work together, it reduces manual efforts in aspects such as reporting, since data can be gathered seamlessly from multiple sources.

Again, making a technology provider a partner means that you can develop a future roadmap of implementations with them. They can also provide help and support in developing links between their software and others that you would like to include in your technology ecosystem.

FUSION

A clear roadmap towards success helps both parties and all individuals involved in understanding what they need to input to a project such as implementing new technology. At CACI, we developed our FUSION delivery methodology to help not only your team in successfully delivering a project, but also ours in getting to understand your bespoke needs and how we can deliver a solution tailored to them.

This helps to keeps minds focussed and provide an evidence trail of desired outcomes. Post-implementation, we understand that business needs evolve. It’s therefore vital that we provide ongoing assistance to keep your investment in our technology relevant to deliver a return on it.

Ongoing assistance scheme

As part of our partnership with you, CACI deploys an ongoing assistance scheme (OAS) to book in and guarantee time between our team and yours. This helps to support ongoing development of your deployment of our software. It is also useful for completing ad hoc tasks and can cover knowledge gaps at points such as staff turnover. Our team can step in to fulfil roles, for example setting up and establishing reports, helping to take the strain off certain tasks.

The OAS days work really well for us in our ongoing use and development of Cygnum. It guarantees us time with CACI to focus on enhancing how we utilise the system. The consistency of the support makes it very easy to plan around and our point of contact, Odette, is really knowledgeable on both Cygnum and our operational needs, so it’s something that’s really beneficial for us. Odette feels like an extension of our team within CACI – we have a great relationship and it adds value to how we use Cygnum.” Norfolk First Response, Norfolk County Council

Our OAS days are designed to be flexible in terms of delivery and scope. Being booked in advance, they are offered at a discounted rate. Block booking them upfront also means that the procurement process is negated. When you need support, our team is on hand.

Using OAS days to scope future requirements is a vital step towards our customers continuing to get the most from our technology. In effect, our team members become part of your team, understanding your bespoke requirements and mapping out how we can support them.

Not only does this deliver ongoing customer success with our technology, it also aligns our strategy to yours. With a more intimate knowledge and understanding of how your business works and what your team needs to achieve, CACI can be a proactive partner.

Modern technology sits at the heart of any business. Selecting a technology provider is one thing, understanding how they can partner with you is another. Investing in technology is an expensive process, in terms of price, but also time. Getting the most from that investment will determine the success or otherwise of it. Partnering with the right provider is fundamental to realising the objectives your business needs.

For more info on Cygnum, please visit https://www.caci.co.uk/software/cygnum/

Effective workforce management – recruitment

Posted on: 7 February 2022

Staff turnover is an inevitability in any business. As is, hopefully, business growth. When a business expands, new recruits are needed to fulfil an expanding list of tasks. Pinpointing the skills and experience required, however, can be a challenge. It can make recruitment difficult for any organisation. So, how can you best tackle recruitment, conducting it seamlessly for the smooth running of your services?

Understanding is the vital ingredient. It’s one thing knowing that you need to bring people in, but it’s a different challenge being able to swiftly pinpoint the skills and experience required to best serve your business needs. Having a bird’s eye view of your entire workforce can help.

Knowledge driving recruitment

If you have a central system that holds all the information on your workforce, it makes the task of understanding the skills, experience and competencies available to you straightforward. You can easily run reports and gain vital insight. In industries such as construction, transport and healthcare, core competencies are vital in delivering frontline services. For example, if you have a low or dwindling number of staff appropriately qualified to administer injections, it gives you an opportunity to react before service delivery is impacted.

Now, this can of course be done internally via training programmes as we touched upon in our previous blog. The same holistic view of training and competencies across your organisation is vital in making informed recruitment decisions, too.

Where staff cannot be upskilled internally, it makes recruitment inevitable. Using a central system can make the task easier for management teams responsible for recruitment, by being able to identify specific skills and experience that are needed across the organisation. Recruitment isn’t just a numbers game and shouldn’t be left to chance.

How long will the recruitment process take?

Another crucial aspect is understanding how long the recruitment process will take. Managers will need to take time out from their usual tasks to conduct interviews; what’s the knock-on effect of this? There’s also a cost implication in terms of not having enough staff available and in terms of the shifting of resources to the recruitment process.

Diverting resources is obviously a big undertaking, so understanding the consequences upon your resources, time and budgets is fundamental. Having a central view of your workforce will again help in this regard, helping to map out your resources and their allocation.

Post recruitment

Once the recruitment phase is completed and you have new staff signed up, what happens next? The first aspect is once again linked to your competency management efforts. If someone says they have certain qualifications, particularly in safety critical environments it is a good idea to check. Evidencing certificates and obtaining references can be completed by the new staff member, with the copies then stored against their record in your system. This means that you will have oversight of their skills, qualifications and experience for the duration of their time with you. This will help your scheduling teams in being able to appropriately assign tasks to them.

Once you’re satisfied that they are appropriately qualified, they will then need to be enrolled into your organisation and the teams with which they will be working. This process may include mandatory health and safety training for new starters. Assigning this and making sure it’s completed can be done centrally, with any result again being stored against their record. This can trigger alerts for when any refresher training might be required in future, too.

Most jobs have a probationary period, something that extends beyond safety critical work and helps to ensure that people are up to the job for which you have employed them for. Similarly, it enables employees the opportunity to leave with shorter notice if they decide the job isn’t for them.

Keeping track of this probationary period is crucial. Assessments and feedback of their work will help to make informed decisions on whether or not they have passed. Storing all of this information centrally helps to give your organisation a complete view of its workforce.

Once a new recruit is up and running, they will hopefully be in a position to fulfil their tasks in the way needed. Seeing them become a regular part of your workforce asap is beneficial to service delivery. This requires careful planning and oversight of your organisation.

What specific skills and experience does your organisation need? Who will be required to recruit? How much time will be needed? What processes are in place to get new starters up and running? All of these questions can be answered when you have a bird’s eye view of your entire workforce. By linking training and competency management, you can make more informed and accurate decisions.

CACI has recently published a whitepaper, Effective workforce management to improve outcomes across your business, which explores this topic in more detail. You can download your free copy here.

How competency management can underpin your workforce safety efforts

Posted on: 4 November 2021

Competency management may sound like a basic construct in the world of safety-critical work. Employees are hired, they prove that they are appropriately trained and qualified for their role and off you go. Being qualified and competent at the commencement of a role is only one aspect of competency management; a robust framework is required to ensure that all staff receive ongoing support, assessments, training and guidance for their tasks. Complying with safety protocols depends upon it.

Understanding your workforce

Having a central record and database of your workforce enables you to keep track of who is competent at what. In times of strain, for example where there might be a number of absentees at short notice (something we’ve seen regularly during the Covid pandemic with people having to self-isolate), it is crucial that you can be nimble in assigning tasks across your workforce to keep services running and projects on track.

A single view of competencies required for tasks and competencies across your workforce facilitates flexible decision making. Staff can be reassigned across your organisation, safe in the knowledge that they are appropriately skilled and competent for the task at hand, whilst remaining compliant with health and safety regulations applicable to the organisation. An easily accessible record of hours staff have worked, for example, must be maintained. Fatigue is a major cause of accidents in the rail sector and can affect staff competencies to perform their tasks. Jobs should not be allocated to staff when they have not had the required amount of rest or they will exceed a safe number of hours to work.

Central record keeping is also useful for identifying skills gaps. Where such gaps are identified, this can trigger a workflow regarding training of staff in your existing workforce and can be linked to your organisation’s recruitment efforts. This further helps to ensure that your workforce has adequate competencies to fulfil the tasks across your organisation.

Safety first

In safety critical environments, competency management can be particularly important in order to comply with safety regulations. It is vital that your workforce is regularly assessed and observed, and that where ongoing training for a role is required, it is delivered, attended and passed.

For example first aider certificates last for three years, although the Health and Safety Executive (HSE) recommend that refresher training is conducted annually. Most working environments require the presence of trained first aiders, so it is important that administrators ensure that there are sufficiently competent personnel to perform the role.

In more safety intensive environments, for example trackside work on the rail network, it is vital that all members of the workforce receive appropriate safety training and briefings to understand their equipment and environment on an ongoing basis.

Ensuring that safety briefings are delivered is crucial and then, when incidents do occur, so is the recording of them, including near misses. With a log of all activities, from briefings to incidents, it makes it much easier to gain a full view of workforce safety and to understand why incidents have occurred. This can then trigger follow-up activities such as observations, assessments and the implementation of remedial training where necessary.

Upskilling your workforce’s competencies

Having a central log of information also makes life easier for your workforce to understand their training and assessment obligations, whilst also opening up and suggesting new training opportunities to them. This helps them with their career development and helps you with broadening the competencies available to you across your organisation.

Ongoing training is a prerequisite in some roles, so using a supporting competency management software tool can help you with auto-allocation of mandatory courses and sending notifications to staff members of training opportunities relevant to them.

Where potential skills gaps are identified, you can recommend relevant courses to your workforce to encourage them to broaden their competencies, making your workforce more flexible and agile in the face of unforeseen shortfalls in staff numbers. This feeds directly into responding to short-term incidents such as self-isolation arising from Covid by equipping you with the knowledge of your workforce that facilitates quick fixes where they are necessary.

A bird’s eye view

With all competencies across your workforce logged, it is much easier to allocate relevant tasks to people in a timely and even automated fashion. A bird’s eye view of your entire workforce makes decision making much easier.

The deployment of the correct technology is crucial to this. Moving away from manually intensive processes such as spreadsheets and phone calls, to having all the relevant information made available to the relevant decision makers in an automated fashion creates great efficiencies in your competency management processes, making it simple to understand who is competent at what.

This carries over benefits to your scheduling, training and, crucially, safety protocols. It’s one thing having appropriately competent staff members when they join your organisation, but updating and upskilling their core competencies keeps your entire organisation on track in a more harmonious manner.

Having a central log of all activities and incidents also makes it much easier to schedule the necessary assessments and observations of your workforce. This central log also makes it easier to identify trends and understand why incidents occur.

Ultimately, keeping your workforce appropriately trained and competent for the tasks which they are assigned to undertake carries huge benefits to your safety efforts. If staff are being assigned to tasks for which they are not appropriately competent, accidents are more likely to occur. Having a clear evidence base and bird’s eye view of your entire workforce helps to comply with safety protocols and keep your projects moving.

For a more detailed look at improving workforce safety across the UK’s rail network, please take a look at our free white paper on the topic.

The role of rostering in workforce safety

Posted on: 3 November 2021

Scheduling your workforce goes beyond simply ensuring that tasks are being performed by certain members of staff. Of course, fulfilling tasks is a minimum requirement, but having a holistic view of your workforce, its specific skills, competencies and experience can help you to drive deeper understanding. It is also critical in understanding hours worked, where further training is required and in giving management relevant information on each staff member.

This links back to workforce safety, too. Simply by understanding hours worked and hours planned, makes it much easier to comply with fatigue management protocols for workers in safety critical environments. With real time information from out in the field recorded into a single system, overtime and over-running tasks can also be considered as and when they occur and dealt with accordingly. This includes communicating delays in good time and understanding the workforce implications on overlapping and future tasks.

Responding to short term changes

With a central pool of information to call upon, schedulers can begin to automate swathes of their scheduling, with a rules engine matching staff members to tasks based upon specific criteria. This allows scheduling and administrative teams time to focus on more cumbersome areas such as exceptions and reacting to short-term changes in the workforce.

Short-term changes have been brought sharply into focus by the Covid pandemic, with the need for people to self-isolate upon coming into close contact with anyone who has contracted the illness, or having to isolate upon receipt of notification from the NHS app. This has led to scenarios where entire teams have been out of action; something of a challenge in scheduling staff and meeting deadlines.

This was brought into focus for Northern Rail, which experienced a number of positive Covid tests across its workforce, with other colleagues having to isolate as a result of contact with them. The company had to issue a warning to passengers that services would be disrupted.

With a holistic view of your workforce, it’s much easier to see who is available to step into a role, based on their experience, qualifications and other tasks they are expected to perform. This helps to create a more fluid and efficient scheduling system that also enables you to put safety front and centre of the whole process.

It also helps to understand who has been in contact with whom, which can further help with workforce safety regarding Covid. If necessary, like Northern Rail, having a complete understanding of the workforce enables swift decision making as regards the need to amend timetables and cancel services. Having flexibility in such times is crucial to being able to make the right decision for the safety of the workforce and the smooth running of services.

Who can fill in where?

Competency management also has a big role to play here, in tandem with scheduling. It enables schedulers, where necessary, to consider personnel from other areas of the organisation who might be able to help with other tasks. Having the support of a system with a holistic view of your workforce also removes the element of human error in assigning tasks to other people.

This rounded view of competencies and skills can also facilitate the reintegration of staff members who have been isolating or have been off work. Where a colleague has stepped in to cover their tasks, they can be reassigned to other teams. Their return to work can be planned in, ensuring that appropriate protocols have been accounted for and that they’ve supplied things such as a negative Covid test before returning to work.

Rostering solutions to help

In these highly complex and fluid scenarios, a robust rostering solution is paramount in order to keep projects moving and to maintain workforce safety, with the need to be able to adapt at short notice and make best use of available staffing resources.

The deployment of a rostering solution facilitates the central recording and all-encompassing view of the entire workforce. With aspects such as auto-scheduling and auto-allocation of tasks, it frees up schedulers’ time to work on exceptions and deal with issues as and when they arise. As we’ve seen, it helps to be in a strong position to react to unforeseen circumstances.

CACI’s Cygnum software is designed to do all of this. We help transport operators to schedule their workforce and understand their resources, bringing scheduling, training and competency management together in one place. This helps to not only schedule and understand workforce patterns, but to implement training and move staff around to fulfil tasks as necessary.

Our white paper on improving workforce safety in the rail industry further explores the ways in which technology can help organisations to maximise workforce efficiency whilst implementing high safety standards. It is free to view here.