10 Steps To H&S Action Plan

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TEN STEPS

TO CREATE A
HEALTH & SAFETY ACTION PLAN

There are as many different approaches to creating strategic action plans as there are health and
safety issues to plan for. This factsheet offers information to assist in developing workplace safety
and health action plans. Ten essential elements included in a successful plan are:

1. Choose an Issue
Decide what health and safety problems or issues you and your members want addressed. Use the
“Checklist for Choosing an Issue” factsheet to help identify and select an issue.

2. Gather Information
Decide what information you need concerning the problems or issues you want to address. Use the
“Gathering Information” factsheet for suggested resources.

3. Determine the Solution


Decide what solution you want to achieve. This is the overall goal or objective that you are seeking
to accomplish.
List your short-term goals or objectives that you could seek along the way to winning your overall
goal.

4. Make Sure You Have SMART Goals


Evaluate your objectives to make sure they are SMART:
 Specific: specify a key result to be accomplished
 Measurable: so you can know whether or not you have succeeded
 Assignable: specify who will do what
 Realistic: but still represents a change and a challenge
 Timely: specify any deadlines or amount of time needed to complete

5. Establish an Action Plan


Plot a roadmap for achieving your long-term goal. Don’t forget to include a specific plan on
achieving any short-term goals or objectives along the way. Use the Activity Handout “Strategic
Planning to Improve Workplace Health & Safety” and the “”Checklist for Evaluating Tactics”.
Elements of an action plan include:
 What – List all the different things that need to be done (e.g. gather information,
communicate with/involve members).
 When – Develop a timetable with specific dates for achieving each task, and for
the action plan as a whole. Make sure your timetables are reasonable!
 Who – Assign someone to be responsible for each particular task, including
keeping a record of activities and reporting back on progress. Remember to
involve rank-and-file members whenever and wherever possible.
 How – Identify resources that might be needed, and from whom or where
resources could be obtained (resources include money, time, people materials,
and etc.)

6. Identify Obstacles
Identify potential obstacles, and develop a specific action plan for preventing them. Also prepare for
overcoming obstacles that cannot be prevented.

7. Identify Allies
Identify potential allies and develop a specific action plan for contacting and involving them. These
allies could include AFL-CIO Area Labor Federations, Labor Councils, other unions or community
groups.

8. Communicate with the Members!


Communicate with the members throughout the entire crisis/investigation. Let them know what the
Union is doing. Broadcast victories along the way, and get feedback on any obstacles.

9. Meet, Review & Modify


Meet regularly to review progress and modify plans as needed. Members should be prepared to
report on the status of each task.

10. Evaluate the Plan


At the end of the allotted time for your strategic plan, evaluate successes, strengths and weaknesses
of the plan. Establish a system for long term follow-up to prevent future incidents. Incorporate what
was learned into future strategic planning activities.

Upon request, the PEF Health & Safety Department will provide factsheets, standards, regulations, and
other resources. Contact us at 518-785-1900, ext. 254 or 1-800-342-4306, ext. 254. Also, visit our webpage
at www.pef.org.
Produced by the New York State Public Employees Federation
Ken Brynien, President Arlea Igoe, Secretary-Treasurer

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