Safety Orientation
(Instructor-Led Training and Train the Trainer Workshop)
Client/Employer: Barton Malow
Audience: Orientation: All team members on the jobsite - Trades Team Members (most of whom are new to working with Barton Malow), Project Engineers, Project Managers, Superintendents, Foreman, and Clients | T3: Project safety professionals (#1 priority), select group of project delivery leadership, select group of project delivery team members
Project Role: Instructional Designer & Developer, Project Manager
Design/Authoring/Delivery Tools: PowerPoint, Adobe Creative Suite
Project Goals: This in-person, instructor-led course is designed to create an engaging, consistent safety orientation experience that acclimates team members to the Barton Malow culture and gets them excited and motivated to continue working for us in the future; Ensure all team members are equipped with the necessary safety training and are able to retain and apply what they’ve learned on the job site; Convey Barton Malow’s #1 safety objective of “zero incidents and zero injuries” and persuade participants to voluntarily adopt safe work practices; Equip trainers (safety professionals, superintendents, project engineers…) to deliver high quality, engaging, standardized training content and convey the importance of their role as trainer.
Design & Development Process: I started this project by gaining perspective from key stakeholders and learners through interviews, focus groups, and empathy mapping. I then held a kick-off meeting and two design meetings where I walked the team through the development of a strategy blueprint, a design blueprint, and a strategy blueprint for a train-the-trainer workshop. All this information was used to develop a storyboard, which was further developed into course materials using six agile development sprints. A pilot test was conducted with prospective learners prior to the rollout to all project sites.
Deliverables: Instructor Guide, Orientation Slide Deck Template, and a Participant Pocket Guide.
Instructor-Led Training
Analysis & Design
A sample set of pages from the storyboard, along with screenshots of the empathy maps, strategy blueprint, and design blueprint Miro boards for this project are included below.
Design & Development
Slide Deck
The orientation covers an overview of the organization and project, seven safety expectations, jobsite specific policies, procedures, and hazards, and safe work practices. Some of this is standardized content and some of it is customizable, enabling facilitators to develop the orientation with the unique needs of the project in mind. This flow of learning and structure helps to create a consistent experience for all team members. Throughout the orientation we utilize lecture, discussion, activities, video, illustration, examples, knowledge checks, practice, and guided notes to encourage engagement, hold attention, and cement learning. Audience participation is an expectation.
Flow 1: Standardized Content
The opening videos and activity serve to grab the audience’s attention, set the tone, establish relevance, and to engage team members early.
The organization and project overview help to communicate who we are and why they’re here…at this project.
The seven safety expectations help to emphasize the importance of safety and to establish base knowledge and expectations.
Flow 2: Customizable Content
The jobsite specific policies, procedures, and hazards should be customized per the jobsite requirements. However, the expectation is that facilitators will use templated slides as a starting point. Content library sections were built into the slide deck to allow facilitators to build out the Safe Work Practices of the orientation. This section of content may vary greatly project to project and over the lifecycle of a project. Content libraries include slides for: Safe Work Practices, Lessons Learned, and Facts/Stats.
The Safe Work Practice slides were developed in collaboration with our VDC team to create a “Where’s Waldo” type experience, engaging learners in finding issues on a site.
The Lessons Learned videos were created by converting static PDF knowledge into a short video summary
Owner expectations that are not already covered in the template content should be added within the context of existing content whenever possible.
Flow 3: Standardized Content
Content to ensure learners leave with all the information they need, including key contacts.
Takeaways, next steps, and closing video are intended to set the tone again and inspire action.
Participant Pocket Guide
Instructor Guide
The instructor guide includes a course description, target audience details, materials needed to facilitate the course, facilitator preparation guidelines, course overview, lesson scripts, points of emphasis, discussion callouts, activity callouts and directions, as well as lesson transition language.
A sample set of pages from the instructor guide for this course is included below.
Train-the-Trainer Workshop
Slide Deck
The train-the-trainer workshop was designed using the watch one, do one, teach one model. Facilitators are expected to take the course, focusing on participation, not prepping to facilitate. Then they participate in the train-the-trainer workshop which walks them through the components and structure of the course, but also includes helping them lean in to their strengths by getting to know their presentation style, and best practices for facilitation. This strategies implemented in this workshop were intended to level up facilitators’ skills and provide a consistent experience for all learners.
Participant Guide
The participant guide was not intended to be a slide-for-slide reference, but rather a guided note taking tool to aid learning. It includes focused material for future reference, next steps, additional learning opportunities, a facilitator practice checklist, and a facilitator feedback form.