Organizational and Nuclear Safety Culture

(Assessment and Improvement)

 

Jonathan Wert, Ph.D. President

MANAGEMENT DIAGNOSTICS, INC.
P.O. Box 240
Port Royal, PA 17082-0240
717-527-4399
E-Mail: Jwert@mdi-wert.com
URL: www.mdi-wert.com
1993 Revised 2003
Copyright Pending

Abstract - This paper defines and describes Organizational Culture and specifically focuses on what constitutes a satisfactory Nuclear Safety Culture.  The author differentiates between the two with Nuclear Safety Culture being a component or subset of Organizational Culture.  The paper summarizes some of the key factors that should be considered when improving the nuclear safety culture and those that have a negative impact on organizational and human performance such as a hidden or abusive culture.  It describes a methodology for evaluating the strengths and weaknesses of the nuclear safety culture using characteristics, performance or success indicators, and designing a culture improvement program from the results of a culture assessment.  It also describes when it is necessary to assess culture conditions and implement an improvement program. 

          As a matter of public responsibility, the management of any nuclear facility has a duty and obligation to foster the development of the appropriate safety culture, and to provide a professional working environment in the control room and throughout the facility that assures safe operations.  Beyond public responsibility, fostering safety is simply smart business.  Insufficient attention to safety puts a plant at risk of extended outages that can cost hundreds of millions of dollars, threatening the economic viability of the investment. The history of the industry indicates that the plants that operate safest tend to be the most economical and productive as well in the long run.

Organizational Culture -  There  are conflicting views as to an exact definition as to what the word “culture” is and what it isn’t.  In “The Human Equation,” Jeffrey Pfeffer argues that a good business culture equates to having a human-centered management practice, and that this consistently leads to enhanced organizational performance, including the financial bottom line.  MIT Professor and famous culture expert Edgar Schein has many definitions of culture, the simplest definition being “the way we do things around here.”  Schein divides culture into three levels related to people and organizations: 1) artifacts, 2) espoused values, and 3) the basic underlying assumptions which Schein describes as the core, or essence of culture.  Nisberg, 1988, defined culture as: “The body of beliefs, attitudes, values, patterns of behavior, social forms, language, and material adjuncts of a social group; by extension, the consistent habits, values, and customs of an organizational environment.”

The culture of an organization guides how its employees work, dress, make decisions, think, communicate, and behave.  Changing culture can either be conscious or unintentional.  Change will ruthlessly destroy a company with a culture that does not adapt.  The smart leader ensures that the culture adapts correctly to maintain a competitive edge.  Culture leadership requires being aware of and finely tuned to changing environmental conditions, looking at forming a vision of where the organization needs to go, and articulating the new vision.  It requires eliminating the wrong behavior.  The company vision defines where the culture is headed.  Once the vision and new behavioral expectations are articulated, the leader must ensure that the requisite behavioral changes occur.  If within an appropriate amount of time the requisite behavior changes do not occur, people change outs may be necessary.  Change outs are appropriate when a person is knowingly violating management expectations.  In some cases, the employee’s behavior may not model the stated vision, because the culture does not support the vision.

           During operational review interviews at all levels of management in nuclear organizations, the author asked hundreds of managers  and engineers to define their concept of the terms organizational culture.  The answers could be summarized in two statements: 1) The culture is the way we do business around here, and not necessarily the way the company says how we do business, and 2) The culture of an organization is its unique personality, like the personality of an individual.

            Unfortunately, many people view “culture” as a fuzzy, amorphous abstraction, largely because of a lack of a precise definition.  This lack of any formalized or universally accepted definition of the word “culture” has hindered the development of strategies to change and improve it.   Specifically, it has inhibited the development of a uniform standard and processes by which the nuclear industry can design programs to improve the nuclear safety culture.

There is a need for a definition and a framework for understanding culture, a set of analytical tools and methodology.  The purpose of this paper is to provide those tools and methodology, a distillation of lessons learned from the many success stories observed and analyzed by the author.  In today’s rapidly changing business environment, the one common denominator is businesses that survive have cultures that can successfully adapt.   No business will succeed without the appropriate organizational culture in place, and no nuclear plant will survive without the appropriate safety culture.

Nuclear Safety Culture -  A good nuclear safety culture (NSC) is a work environment where a safety ethic permeates the organization and people’s behavior focuses on accident prevention through critical self-assessment, pro-active identification of management and technical problems, and appropriate, timely, and effective resolution of the problems before they become crises.  (Wert, 1986)  The above description can be used as a solid vision for a nuclear safety culture program.   It can be supported by numerous, quantifiable objectives and strategies for implementation, monitoring and evaluating results of an overall program.  Thus, a safety culture must be results-oriented, both in regard to positive outcomes achieved and negative outcomes avoided.  This also requires the wisdom to understand that indicators are not “managed.”  Rather, the concentration must be on performance and seeing what the results are.

           The above working definition linked with the author’s Effective Safety Culture Characteristics for Nuclear Plants  (or performance indicators), Attachment A, form the foundation for an effective methodology to measure the strengths and weaknesses of a nuclear safety culture at any nuclear facility.

Hidden Culture - Some organizations formally describe their culture in writing as being one where things are done a certain way according to policies and regulations, but they do the opposite in day-to-day operations.  For example, at nuclear plants, the leaders may declare an  “open culture” exists or that they support a “questioning attitude” on one hand, while actually practicing a “shoot the messenger” mentality or philosophy when the NRC or INPO is not around.  In summary, a hidden culture is the difference between what is said will be done by the organization  leaders, and what is actually done by members of the organization.  This is characteristic of process-oriented organizations.  They are more interested in how it looks than how well it is done based on appropriate, measured results.  Following a regulatory-mandated process does not assure safety culture any more than going through a prescribed wedding ceremony guarantees a happy marriage.  What both are based on is COMMITMENT to do the right things for the right reasons at the right times.  Organizations with hidden culture also tend to be focused almost exclusively on short-term financial results and reactive to government agency pressures.

Abusive Culture - Some present day organizations, including nuclear, are still fostering some aspects of an abusive industrial era culture in their transformation to an information age culture.  An abusive culture stifles good ideas and innovation, the very things that are needed for long-term success and survival of an organization.  Such abuse takes on many forms: “shoot the messenger” mentality, hidden agendas, harassment, increased surveillance, discrimination, demotion without cause, presenting an inconsistent management philosophy to employees, unclear values, conflicting values, disruptive leaders, destructive leaders, rampant emotionalism, dictatorial or authoritarian management styles, rewarding inappropriate behavior, over work or poor workload balance, we/they attitude, fragmentation, arbitrary dismissal, micromanagement, generation of fear and insecurity about the future, placing blame, withholding resources, humiliation, confrontation, antagonism, and making unreasonable demands.  These types of organizations are likely to claim that they are performance oriented, but typically the “performance” they are most concerned about relates to senior management pay incentives rather than optimum performance of the overall organization.  Such conditions bring about excessive stress, illness, nervous breakdowns, burnout, etc., which lead to lowered morale and motivation.  This leads to people paying less attention to detail, increased human errors, and it has a negative impact on productivity and workplace safety.  An abusive culture is devastating to any sound nuclear safety culture initiative. The downside of an abusive culture is that it punishes some of the behaviors that support nuclear safety.  If the above forms of abuse are obvious to the leaders of any organization, it would behoove them to initiate a culture assessment and implement a change management program to improve the culture.  See below: When a Safety Culture Assessment and Improvements are Necessary on other conditions that warrant a culture review and improvement program.

Safety Conscious Work Environment (SCWE) -  A SCWE means basically the same thing  as  a good nuclear safety culture at a nuclear facility. A SCWE means: 1. all employees have the duty to raise concerns regarding nuclear safety and quality-related issues that may effect safe operation of a nuclear plant; 2. all employees have the right to raise concerns without fear of reprisal;  3.  there is a work environment in which employees feel free to raise safety concerns without fear of retaliation;  4. that concerns be prioritized and promptly resolved with feedback provided to the concerned employee; 5. recognize that internal processes tend to understate performance problems and external evaluations tend to be biased based more on the organizational reputation than on actual performance; and 6. have an appreciation for “Murphy’s Law.”   Failure to foster a SCWE discourages employees and contract personnel from reporting safety and quality concerns or issues, and results in a “chilling effect.” “Brown noses” tend to flourish in this type of environment, and their public affairs spokespeople tend to sound like the late Iraqui Minister of Information.  Examples of a “Chilling Effect” are employees that are reluctant to voice concerns for fear that they may be identified or retaliated against, employees or contractors that are discouraged from raising concerns as a result of awareness of discrimination, and management failing to act promptly to deal with acts of intimidation.  In short, leaders in these organizations bring to mind the Wicked Witch of the West in “The Wiz” – “don’t you bring me no bad news.”

Empowerment and Nuclear Safety Culture -  An empowerment component is an essential or fundamental aspect of nuclear safety culture, one which  is characterized by: leaders or managers serving as catalysts for needed changes: management by walking around (MBWA) to observe what is actually going on and getting direct unfiltered feedback from the workers; planned change; people embracing change; employee involvement in the formulation of goals and decision-making processes; positive recognition or reward for exhibiting the appropriate behaviors; listening to associates;  ethical leadership with the leaders communicating instead of litigating; leaders making sure that ethical standards are followed and clearly understood; delegating responsibility with matching authority; well communicated and clarified expectations; trust; continuous improvement; high standards; coaching; people development; career planning; learning from mistakes; accepting ownership of problems; open communications; questioning attitude; technical rigor; innovation; individual and group accountability; providing routine, positive feedback on performance; timely problem resolution; doing the job right the first time; sharing knowledge; cross-functional communication (this goes far beyond merely exchanging pro forma e-mails and memos); accepting risk but thinking it through (recognizing that doing nothing usually poses the greatest risk over the medium-to long-term); being a team player; looking in a 360 degree circle at problems and understanding the large organizational issues; flexibility; contributing; confidence; and monitoring and evaluating progress to obtain the desired results.  Developing an effective safety culture program requires a strong focus on CARE, TRUST, WISDOM and EXCELLENCE, most of which seem to be in short supply and need nurturing if an organization is to remain excellent over the long-term.  It is especially important for organization leaders to have an “BS detector” so that inferior work products and decisions based on short-term results or individual career aspirations do not lead to later, larger problems.  In short, fakes and poseurs need to be identified and shown the door – QUICKLY. This also requires that people who are in roles that are beyond their competence (the “Peter Principle”) be re-assigned to roles in their demonstrated area of competence.

Culture Change Requirements - At a nuclear plant, culture characteristics, and the level of effort put into a safety culture program at a nuclear plant, must change with aging equipment, competition, regulations, opportunities, etc., in order for the organization to survive and grow.  The generally accepted industry Effective Safety Culture Characteristics for Nuclear Plants are attached to this paper or may be found at: www.mdi-wert.com  These characteristics of a healthy safety culture may also be referred to as performance or success indicators. The level or degree to which each characteristic exists at any given nuclear plant can be measured effectively through interviews, tests, surveys, work observation, and review of the operating record or documentation.  For example, if a specific nuclear plant has accepted culture characteristics such as: “A comprehensive, well implemented safety culture that provides the supporting infrastructure (that includes qualified people, adequate information, adequate money and staff, as well as continuing senior management commitment) needed to ensure high levels of production over the life of the plant; evidence of conservative decision making by management and defense-in-depth” one can determine the existence of, and level of commitment to such characteristics. With the above example, one would expect to find a well  written or defined safety culture program.  One element of this would be to analyze the record for conservative decision making in regard to operations.  By following the assessment process proposed, one can describe the nuclear safety culture conditions of any plant in detail.

Effective Safety Culture Characteristics That are Frequently Missing or Deficient -  Most of the big safety problems at a nuclear plant can be prevented and/or  fixed through improvement or corrective action initiatives related to eight safety culture characteristics or attributes: 1. A comprehensive, well implemented safety culture that provides the supporting infrastructure needed to ensure safety and  production over the life of the plant; 2.  Maintaining a questioning attitude, expect the unexpected; 3.  Reward for reporting suspected  or actual safety problems (the corrective action system should have a low threshold for entry) and fixing them over keeping the plant on line...back to 1. (See also below: The Importance of a Sound Incentive or Reward System).  Reward the required behaviors to maintain a good nuclear safety culture.  Those behaviors must be written, communicated, understood and practiced in the workplace on a day-to-day basis;  4.  Maintaining a manageable backlog of problems to be corrected; 5. Pro-active problem identification with priority based  upon safety significance…short and long-term safety and financial ramifications considered; 6. Fixing problems in a timely manner based on their significance and  do the job right the first time; 7. Conservative decision making by management (conservative decision making recognizes both risk and consequence) and defense-in-depth; 8.  Emphasis on individual accountability; 9.  Clear mission, vision, values, culture statement,  policies, standards or expectations communicated and clarified from top to bottom in the organization...putting the content of these into day-to-day practice, and  10.  Sound management qualifications and training according to the position, authority and responsibility.

Early Founder Influence -  Organizational leaders are the prime determinant of the organizational and safety culture. The culture of an organization has often been created by a founder or senior leader and fostered by its management team from top to bottom in the organization over time.   One could envision that the culture may have been designed, developed or fostered like a house being built a brick at a time.  Anyone found removing any of these bricks to change things may find their actions to be un-welcomed, particularly if the leader is still in control and wants to keep or maintain the status quo.  However, in the nuclear business, this influence has been decreasing if not totally eliminated in some organizations due to competition, changes in ownership, industry consolidation, changes in technology, changes in senior management, and continued pressure to decrease staff size and compensation.

Culture Change Requires Time - There are few,  desirable  quick fixes  that will result in desirable changes to organizational culture after replacing the responsible senior managers.  It can occur more rapidly with top-level commitment or change outs, but it frequently requires several years to change the culture of an organization.   Long-term commitment to improved safety culture must begin with the licensed operators.  They are the most important group to ensure safety, and they are the hardest to replace.  Other safety culture conditions can be changed more readily with an operations staff that has a proper safety culture. They will keep the organizational focus continued on safe operation or the plant.

Safety First or Production First – All U.S. commercial  nuclear plants are operated safely almost all of the time.  This can be easily confirmed by a review of industry performance indicators and trends. As plants age, inherent safety margins in the equipment are reduced and aging effects (some of which were not considered or even known at the time of original design and licensing)  come increasingly  into play.   Thus, safety culture becomes more important over the operating lifetime.  Strict adherence to the license conditions does not guarantee that unanticipated problems that may crop up are prevented merely by adhering to the license conditions.  Management may be more concerned about cost containment due to competition, and it places greater emphasis on short-term cost reduction over long-term costs or consequences – basing their decisions on the hidden assumption that the safety envelope and margins are always at least as good as the design and the license assumed them to be.   Experience has shown that fixing problems quickly or killing them dead, doing the job right the first time, and not putting them off until the next regularly scheduled outage, can save a lot of public relations, regulatory, and financial problems.  Operating a safe plant reduces the overall cost of operations over the long-term.  Some leaders of nuclear plants will state in their communications that the first priority is safety, but their day-to-day operation records and views or perceptions of the employees indicate they are production driven. 

The Importance of a Proper Incentive or Reward System Design-  Care must be taken when designing  an incentive or bonus program so it does not place too much emphasis on production, reliability, exceeding outage goals, and not enough on  identifying, reporting, and fixing all safety problems.  There are two things to remember in regard to incentive systems: 1. you get what you pay for, and 2. insofar as giving incentives based on short-term financial results, to quote the old Fram oil filter commercial: “you pay me now or you pay me (much, much more) later.”   Bonuses given to individuals (managers) or groups for keeping the plant on line and not fixing safety significant problems when they arise until the next regularly scheduled outage, can work against a good nuclear safety culture.  They tend to motivate people to ignore or write problems away to justify continued operation, and can contribute to a “shoot the messenger” mentality.  Instead, individuals who report problems, that if not fixed, could result in a lot of down time, lost revenue and expense, should be positively recognized and financially rewarded.  In short, senior managers should be rewarded based on longer term rolling plant availability and sustaining improving trends in key indicators that are under their control, not quarterly results.  This will put the incentive where it belongs  which is on sustained long-term safe operation.  Incentives also must reward the ability to identify, develop, nurture and maintain key operational, maintenance and engineering staff to assure that safety culture and safe, profitable plant operation can be maintained over the long haul.

Defense In Depth (DiD)  -  A sound DiD environment combines multi-functional area engineering design strategies, appropriate training and capabilities of  operators and maintainers, comprehensive operational, maintenance and test procedures that facilitate verbatim compliance, and  additional containment and security technologies to establish multiple and integrated layers of safety protection, all intended ultimately to keep fission products under control.   Thus, the nuclear plant environment provides multiple, overlapping protections that work independently or in conjunction to minimize the risk that both anticipated and unanticipated fission product escape paths exist.  While some technical people try to define the probabilities associated with all of this, the real goal is to make such paths and their associated scenarios as literally impossible as can be achieved.  The goal is zero fission products getting into the environment for the next million years even with many thousands of nuclear plants online.  Any claims to lesser goals merely reflect man's limitations in achieving that goal, which argues for adding as many layers to the DiD environment that we can reasonably define.   The bottom line is that a poor or degraded safety culture defeats the purpose of DiD.   Therefore, having good DiD also means having a good safety culture.

Complacency and Arrogance Influence - When equipment at a plant is new, operating it may appear to be easier to the casual observer than with aging equipment.  However, new plants experience a relatively high number of instances of problems or transients, and as these get worked out and the staff becomes skilled in operating the equipment, the number of them settles out at a relatively lower number of instances.  Then as the equipment ages and reaches design limits, wear limits, etc., the number of instances of problems or transients begin to increase.  The initial experience of improving operations may actually lead to a higher level of complacency than one would expect.  Maintaining safety is more challenging in these instances.  Constant training, qualification, high standards of performance and drills were some of the tools used in the nuclear Navy to keep the crew sharp and minimize complacency. The presence of the two conditions of arrogance and complacency  can lead to financial disaster for the owners of nuclear facilities.  To be safe, one must use the best industry practices, track the performance problems at other similar plants during their life cycle, and continually strive for excellence in operations.  This includes anticipating problems, and being proactive in resolving them or preventing them from ever occurring.  It also includes benchmarking against international standards to ensure that the nuclear plant is in step with internationally accepted standards.

Technical/Management Skills Balance - The leaders of nuclear facilities need a balance between their technical and management expertise.  It is a known fact that some technically trained individuals lack the appropriate people/management skills, and they don’t fully appreciate the importance of management skills or those elements commonly referred to as “soft” management issues or “touchy, feely” things.  Sometimes highly technically trained people refuse to accept that things such as organizational and safety culture can be measured.  If they have been trained in the military, they may exhibit an arrogant, autocratic or dictatorial management style, which leads to lowered employee morale and motivation in their associates or subordinates.  When this type of leader doesn’t change his/her style or isn’t retrained or replaced, complex human performance issues develop, and these can have a negative effect on human performance and nuclear safety.  This is the “Peter Principle” were people are promoted to their level of incompetence where they become a drag on the whole organization.  The reason for such promotions is almost always tied to short-sighted wage and promotion policies that do not allow career progression and adequate compensation for key personnel that are not in management.  They key indicator of a “Peter Principle” is someone whose responsibilities are tied primarily to process and not to measurable performance results.  Such staffers become the “thermal layer” between senior management seeking to inculcate a safety culture and the workers.  This is why MBWA and a BS detector is so important to senior mangers seeking to create and to sustain a safety culture.  It provides a direct and independent way to verify competence of key management and leadership positions.

Board, President, Chief Nuclear Officer Role is Critical to Success - Although it may not be a widely accepted view, the Board,  President, and Chief Nuclear Officer (CNO) have the primary responsibility for establishing, changing, monitoring, and evaluating both the appropriate organizational and nuclear safety culture.  Continuous high level leadership, commitment, and support is required to nurture and maintain a good safety culture. This requires that the CNO communicates a clear message that nuclear safety is the highest priority.  The expectations from the top must be in writing and communicated down though the organizational layers to employees until they are clarified, understood, and put into practice.  It is important that the leader also does this communicating during the MBWA initiative.  Before safety culture can be measured it must be defined with benchmarks along with the required behaviors.  What gets measured gets done.  Changing and improving safety culture requires changing individual behavior.  The top leaders must be mindful that a good safety culture can be quickly undermined, fail or go into decline, and that it is perishable.  It is important to note that a review of inspection results revealed that the basic root cause of many safety problems ended up being tracked back to the doorstep of management…poor, wrong, delayed or no decision.  Improving the safety culture requires an “open door” policy (and an open mind) in regards to safety and performance issues.

            The role of the leader in shaping the culture includes, but is not limited to: 1. defining the required culture (organizational and safety) , and describing  desired culture conditions, values, beliefs, vision, goals, and expectations, 2. defining and clarifying change so it is understood and  less disruptive, 3. building two-way trust at all levels in the organization, 3. ensuring that employees have the necessary training and skills, 4. showing  genuine care and concern for people, 5. presenting a consistent management philosophy, 6. leading by example,  being a role model or hero, 7. managing value conflicts, 8. keeping promises, 9. frequently  writing about the company’s culture, 10. showing trust through delegation of work, 11. holding managers and supervisors accountable for actions and decisions that promote and maintain safety culture, leadership by positive example is thereby reinforced, and 12. promoting good communications upward, downward, and sideways.  As a part of, or in addition to the above, the company leader can also help shape, maintain or improve the culture conditions by:  being a champion in the safety culture crusade, serving as an agent in bringing about simultaneous changes, providing visionary leadership and creating the energy for culture transformation, replacing turf wars with better team work, creating strategic visioning and a visionary strategy, developing a vision of the future, aligning the organization to its vision, creating resources or reallocating them to support the culture transformation, being a good listener and developing good feedback mechanisms, and being able to reposition the company organization quickly.  Again, always remember you get what you pay for.

One Solution....Establish a Organizational Development (OD) Unit for Organizational Culture (OC) and Nuclear Safety Culture (NSC) - Organizational culture and nuclear safety culture are interrelated. Both are critical to the long-term health, success, and profitability of a nuclear plant, and can become quickly degraded, often due to either changes in the competitive environment or changes in leadership.  For both the organization culture and the nuclear safety culture to successfully adapt to these changes, continuous monitoring and nurturing by leadership is essential. The economic viability of the facility can depend on how successfully the owner is able to read and manage the culture. If the nuclear safety culture is sound, the plant owner needs to vigilantly maintain it.  If conditions are degraded, there is the benefit of knowing about it early on so improvement strategies can be implemented.  Deregulation and other environmental factors have created new competitive pressures that today require cultures to be adaptive to ensure successful change and economic survival.  Companies with adaptive cultures survive, companies without adaptive cultures do not. Successful companies today, have an office to provide cultural leadership, with high visibility in the organizational structure.  A sample job description for this position is provided in Attachment B.

 

Downsizing Effect On Culture -  A poorly planned and executed downsizing program  to cut costs can have a drastic,  negative  impact on safety culture due to the instability it creates.  Maintaining stability is the key to a sound nuclear safety culture.  A poorly thought out downsizing initiative destroys trust that is essential between an employer and employee.  It humiliates people, creates fear and uncertainty in those who leave, and the “walking wounded” that remain behind.  Unless it can maximize performance for those that stay, what appears to be a “quick fix” for reducing costs will be at long-term expense.  And, downsizing can be done without destroying the lives of people.  Downsizing for cost containment can have a very negative impact on morale, productivity, and safety.  If a nuclear plant begins a downsizing initiative at a time when its safety performance is already questionable with the regulator, it can lead to financial disaster.

Perception and Culture -  If, for example, interviewees at a nuclear plant perceive that the plant is “production driven” over “safety first driven,” there is a problem whether this is fact or fiction.  Steps must be taken to fix the problem(s) and/or the perceptions.  Perception defines reality in many businesses today.

When  a  Safety Culture Assessment and Improvements are Necessary - The highest production record has little significance when its not achieved safely or if the safety culture is failing.  If one or more of the conditions listed below applies to your nuclear organization, then it most likely needs an evaluation of its culture: 1.  When there is no safety culture policy being promoted from the Chief Nuclear Officer down, the words "safety culture" and required behaviors haven't been defined in writing, communicated, understood, and put into practice from top to bottom in the organization.  Before you can correct or improve safety culture, you must know what "safety culture" means, and understand the human behavior and performance factors that make it strong and/or weak; 2.  When you are operating with  significant known problems or degraded equipment conditions; 3.  When you are coming off a record production run. Success may create an organizational self-concept that is not anticipatory of failure; 4.  When you haven't considered  nuclear safety culture  conditions as a part of  inspection information in its totality, in order to have a sound, overall reading on performance for decision making; 5.  When the increasing importance of safety culture is not recognized as your plant ages;  6.  Whenever you don't have an independent and balanced assessment on your plant safety culture; 7.  When you are operating on assumptions and promoting  "safety first," but do not question whether you have prioritized and corrected all problems according to their  safety significance, and committed the necessary resources to fix them, and 8. When the workforce is gradually retiring and replaced with persons that do not have the same extended frame of reference and shared experience as past workers.  The erosion of a plant’s experience base, knowledge or history can rapidly lead to degraded nuclear safety culture conditions because the safety evaluation and significance determination processes will be based on inferior knowledge.

Key Culture Assessment Questions -  The  key questions covered in any culture assessment include:  1. What positive and negative cultural conditions exist or were found? (This is the what, when, where, and how step) 2.  What are the required or desired cultural conditions that should exist or be found? (This is the step comparing what is with what should be.) 3. What caused the negative cultural conditions? (This is the step for identification of the cause and not the symptom.)  4. What are the negative effects of the cultural conditions found?  (This is the step to determine the present or potential impact on the operations.) 5.  What should be done to fix the negative cultural conditions?  (This is the step to determine what needs to be done to correct the situation or conditions.). These questions must be asked and answered for each of the Effective  Organizational and Safety Culture Characteristics for Nuclear Plants…or their exact opposites. These five steps also apply to any other problems found during the assessment.

Culture Assessment Process - The culture assessment process relies mainly upon interviews, work observation, and review of documentation.  It may also include the use of tests and survey instruments.  The author prefers not to use survey instruments as a primary means to assess safety culture conditions, because the respondents know what the survey results will be used for and will not always give objective or accurate responses.  For example, some nuclear utilities provide the survey results to the regulator as an indication of culture change and improvement.  When respondents know their future existence is linked to their answers, they tend to give what they perceive to be the company line responses.  However, there have been known cases where employees were objective in their responses.  When employees do answer surveys objectively, and the results indicate a degraded safety culture, very serious safety concerns exist that need to be addressed.

Summary -  The goal of this paper was to provide a comprehensible and functional framework by which to understand both organizational and nuclear safety culture.  Ideas are outside of the so-called ivory tower and inside the real life decisions of safe nuclear power plant operation.  Because the business environment is constantly changing from increased competition, cost control, deregulation, and shift to a global economy, and the organizational culture determines how the company does business, it is crucial for all nuclear plant owners to conduct periodic assessments of cultural conditions and make improvements.  A good nuclear safety culture is a work environment where a safety ethic permeates the organization and worker behavior focuses on accident prevention through critical self-assessment, pro-active identification of management and technical problems, and appropriate, timely, and effective resolution of the problems before they become crises. (Wert, 1986)  The safety culture program must be constantly nurtured.  Maintaining a good nuclear safety culture program should include an empowerment component. The owners of nuclear plants must initiate a nuclear safety culture renaissance that includes empowering leaders and fostering cross-functional communications and teamwork throughout the organization.  Organizational life is no longer predictable and as stable as it once was.  Unplanned change and a deteriorating, abusive or inappropriate culture for the time creates instability, fear, insecurity, and stress, exactly the opposite of what is needed for operating at a level of excellence at a nuclear plant. Such conditions de-motivate and lead to lower morale which in turn has a negative impact on human performance, productivity, and safety.

The nuclear safety culture at a nuclear plant can be measured by determining the presence or level of existence of industry accepted safety culture characteristics.  By using these characteristics as a guide, conducting interviews, observing work, and reviewing relevant documentation, the strengths and weaknesses of the nuclear safety culture may be described in detail. This information can be used to develop an effective safety culture change management program, one that will yield measurable results in the shortest amount of time.

Note:  MDI has developed and field tested the tools to measure a good or failing nuclear safety culture, describe the specific nuclear safety culture conditions at a nuclear facility, and ensure that a nuclear plant owners program actually reflect and promote the appropriate cultural attributes, and that these attributes are being communicated, understood, and applied at all levels within the nuclear organization.   Other success indicators and questions to be asked of interviewees, and during work observation and review of documentation, have not been included in this paper.

We know the best options for how to improve nuclear safety culture.  Please contact us with any questions, and for additional details.

 

Attachment A.

Effective Organizational and Safety Culture Characteristics for Nuclear Stations

Jonathan Wert, Ph.D., President

Management Diagnostics, Inc.

P.O. Box 240

Port Royal, PA 17082-0240

717-527-4399

E-Mail: Jwert@mdi-wert.com

URL: www.mdi-wert.com

1987; Revised  1993, 2003

 


Note to reader: This comprehensive listing of organizational culture and nuclear safety culture characteristics (performance or success indicators) can be used for the following purposes:

Developing a policy or culture statement for your company

                                          Developing expectations, procedures, and standards

Developing questions for your annual employee attitude survey

Developing measures for evaluating human performance

Developing job descriptions or specifications

Evaluating the effectiveness of existing policies and procedures

Developing a safety policy

Determining the strengths, weaknesses, opportunities, and threats (SWOT) for improving organizational and nuclear safety culture

Developing the appropriate reward system

Developing a sound training program for safety culture transformation

Developing a change management plan or program to maintain or improve nuclear safety culture

MDI has developed its culture assessment and improvement strategies around  this listing of characteristics or performance indicators. They can be used to determine the extent to which each characteristic  exists at a nuclear plant or has been instilled in the behaviors of plant personnel. This is done through the conduct of: interviews,  tests, surveys, review of documentation, and work observation.

 


Safety culture defined, communicated and understood;  program elements described including performance metrics for monitoring, evaluating, and reporting progress.

Safety conscious work environment defined, communicated and understood; program elements described including performance metrics for monitoring, evaluating, and reporting progress.

A comprehensive, well implemented safety culture that provides the supporting infrastructure needed to ensure high levels of production over the life of the plant; evidence of conservative decision making by management and defense-in-depth; any justification of continued operation with known degraded conditions is based upon sound information and supporting documentation.

Individuals maintain a questioning attitude; expect the unexpected; good planning evident for contingencies or emergencies.

Evidence that the leadership is championing the safety culture program.

Design and licensing bases maintained according to the operating license; sound configuration management and control program.

Procedures upgraded in a timely manner and followed.

Management recognizes or rewards the required and appropriate behaviors or performance of individuals and groups.

Sound program for proactive problem identification through prioritization based upon safety significance, and resolution, and root cause determination resulting in an effective corrective action program (CAP).  A fully implemented  CAP helps management in identifying, documenting, tracking, and correcting any safety related deficiencies.

Individuals identify, report to management and accept ownership for problems; problems are "killed dead"; few, if any, repetitive problems.

Sound oversight of nuclear operations, primarily in the areas of QA/QC, but also by the various internal and external oversight entities; sound quality assurance audits evident.

No willingness to live with problems evident as indicated by large task backlogs (both Maintenance and Engineering) and excessive "work arounds"; no problems of a long-standing nature.

Cost-containment program which emphasizes safety over production and cost;  careful consideration of both short-term and long-term costs in decision making evident.

Attention to detail regarding promised improvement programs and commitments made to the regulator.

Continued emphasis on continuous improvement in all functions supporting safe operations evident.

Effective Safety Conscious Work Environment and/or employee concerns program with management commitment evident; open problem solving culture evident; no "kill the messenger" mentality or retaliation evident.

Effective and efficient work control programs, primarily in their utilization by operations, maintenance and engineering.

No hidden culture or leadership saying one thing and doing another; leaders showing genuine care and concern for people, and TRUST between and among executives, managers, supervisors, and employees at all levels of the organization  is evident.

Long-term, solid solutions to problems over short-term, quick fixes.

Consistency in communicating the appropriate management philosophy for the business until it is understood at all levels in the organization.

Decisions based upon facts, not half truths, rumors or assumptions.

Emphasis on direct management involvement, management by walking around (MBWA), and supervision and coaching with routine feedback provided to individuals on their performance; evidence that the senior management is involved in work and aware of actual conditions.

Attention to people concerns and human relations issues; timely conflict resolution.

Emphasis on team work … working together.

Job security and reward based upon performance and results.

Emphasis on smart work over busy work.

Emphasis on participatory management.

Proactive over reactive response mode on problem resolution; little or no evidence of crisis management and being externally driven.

Open, honest, and cooperative working relationship with regulators.

Emphasis on individual accountability with the authority to match responsibility.

Work simplification or process improvement over needless complication and duplication.

Organization stability; carefully planned and sequenced change to minimize disruptions to people; impact of organizational and human resources analyzed carefully before making changes.

Risk taking, not risk avoidance, but accepting responsibility and never proceeding in the face of uncertainty.

Emphasis on improving communications in all directions, and controlling rumors and misinformation.

Highly qualified and skilled management team with varied nuclear plant operating experience.

Clear mission, vision, values, standards or expectations communicated and understood, and translated into action plants down to the worker level.

People are generally happy and there is evidence of good morale.

Emphasis is on career planning and developing the skills of people in their needed and demonstrated areas of competence.

Turnover is low among key positions needed to operate the plant safely over the long-term.

High performance standards are evident – especially for the management team.

Maintaining station institutional memory and operating experience base evident.

Office politics are discouraged and kept to a minimum.

Individuals are not "burned out" from excessive overtime.

Effective and fully implemented self-assessment program evident.

There is a healthy level of tension or stress.

There is little, if any, evidence of a "we or they" attitude between employees and their leaders…placing blame.

There are recognized heroes, leaders or role models who lead by the appropriate example.

No evidence of excessive arrogance, complacency or isolationism.

Effective use of industry experience, best practices, and consistent implementation of high standards evident.

An effective NSRB or process to identify and correct abnormal trends.

There is a sound management succession program for all key people.

Understanding what the risk is and staying below certain thresholds; knowing

the risks and hazards of non-safe actions; determining  how safe is safe enough

for decision making. 

 

Senior management with commitment to high ethical standards  and ethical leadership evident.

 

A focus on long-term sustained safe performance evident.

 

 

 

Attachment B.

 

ORGANIZATIONAL DEVELOPMENT

NUCLEAR SAFETY CULTURE

SAMPLE POSITION DESCRIPTION

 

Description:


Summary: The Director of Organizational Development provides a broad range of services and support to the President, Chief Nuclear Officer, Human Resource Department, and Managers at the corporate level down to the nuclear plant operating level.  Services include organizational design and restructuring, change management, management skills assessment, management consulting, team formation and development, large group interventions, organizational culture and nuclear safety culture assessments, strategic planning, training, and people strategy development.

 

Responsibilities:

 

Assists top corporate executives down to the plant management level with developing, changing, monitoring, and evaluating organizational and safety culture for effectiveness.

 

Consults with executives, managers and HR to design and develop practical solutions to business problems.

 

Partners with HR and managers on the implementation of people strategies to improve organizational and human performance?

 

Consults with executives and managers on the organizational design of their departments and business units.

 

Acts as a facilitator to drive corporate planning, strategic planning, identification, definition, and clarification of mission, vision, expectations, required culture, and culture transformation.

 

Designs and implements organizational and human performance improvement initiatives including the development of performance or success indicators for measuring results and change.

 

Actively manages the change management processes associated with organizational development and culture transition.

 

Supports enterprise-wide, large-scale organizational initiatives and interventions

 

Designs and facilitates team development interventions.

 

Keeps abreast of best practices and industry standards in the field of organizational development and nuclear safety.

 

Actively participates in professional organizations to learn and share best practices.

Desired Qualifications:


Skill/Experience Requirements:

 

Exceptional knowledge of principles of organization design and development, organizational culture, and nuclear safety culture requirements.

 

Exceptional knowledge of the nuclear business, and particularly with corporate planning and safety.

 

Excellent blending of management and technical skills.

 

Excellent project management and consulting skills.

 

Practical problem-solving and strategic thinking skills.

 

Excellent process consultation and redesign skills.

 

Excellent facilitation skills.

 

Extremely high standards for personal integrity and professional ethics.

 

Well-developed professional maturity, judgment, and tact.

 

Excellent communication skills; must be an exceptional listener.

 

Ability to read the subtle nuances of a situation and react/plan accordingly.

 

Excellent operational review and situation assessment skills.

 

Track record of success in helping to solve significant business problems, particularly those related to culture.

 

Knowledge about regulations of the Nuclear Regulatory Commission (NRC) and state Public Service Commissions.

 

Experience in dealing with and influencing senior executives.

 

Ten  years of experience in organizational development, organizational and nuclear safety culture assessment and transition programs,  management/leadership development, or related disciplines

 

Demonstrated history of success or advanced degree preferred in one or more of the following disciplines: management, administration, human resources, engineering management, planning.

 

Specialization desirable in Organizational Development, Change Management, Organizational Behavior, Industrial/Organizational Psychology, or related discipline.