S13Ep16: Unlocking SafeLead: Exploring the Client Portal

The SafeLead client portal might be the most valuable safety resource you've never heard of. In this enlightening conversation, host Tim Page-Bottorff welcomes Jeremy Hyde, a passionate SafeStart and SafeLead consultant, to reveal the hidden power of this comprehensive digital toolkit that many organizations overlook.

Host: Tim Page-Bottorff

Guest: Jeremy Hyde

https://www.buzzsprout.com/admin/1032442/episodes/13773325-s11ep14-success-factors-for-safestart-the-white-paper

Transcript

Accessing the SafeLead Portal

Tim Page-Bottorff 0:08

Hey there, safety pros and organizational leaders, welcome back to another episode of Safe Talk with Safe Start, where we dive deep into real-world applications of human performance, human factors and safety leadership in the workplace. I'm your host, Tim Page-Bottorff, and today we've got something exciting lined up for you. We're going to take a closer look at the SafeLead client portal. It's a powerful resource that we've got that a lot of folks, a lot of our customers, just have no idea even exists and I believe it's a game changer, especially when it comes to looking for those resources, those tools and anything that needs to help you out for the implementation at your facility. And so, joining me today we've got somebody that knows that portal inside and out. We're bringing back Jeremy Hyde. He's a passionate SafeStart Now and SafeLead consultant and he's one of our top collaborators and subject matter experts here at SafeStart. Jeremy's been instrumental in helping organizations get the most out of the SafeLead Portal, and so today he's going to be here to break it all down for us. So, Jeremy, welcome back to the podcast.

Jeremy Hyde 1:10

Hey Tim, thanks so much for having me back, man. I agree with you, man, it is a fantastic resource. I'm really excited to chat about it with you.

Tim Page-Bottorff 1:18

Oh, that's awesome and I'm glad you're here. So, from dashboard features to even implementation tips, we're going to give you behind-the-scene looks and insights, and even in this episode, it's a must- listen for anyone that's rolling out SafeLead. And if some of you are curious, at SafeStart Now, maybe it might open some doors into some of the supervisors' activities that you have going on, and we'd love to help you out. So grab your coffee, plug in your headphones, let's get straight to it. SafeL ead client portal. Jeremy, let's go with question number one. So how do I go and get access to the portal, and if you could just kind of outline that with some specificity?

Jeremy Hyde 1:55

Yeah, absolutely. So. The first thing that you're going to want to do is either reach out to your consultant or your Client Success Manager and they will provide you with the access code for the portal. That code is actually a company-wide code, so it'll be specific to your organization and it can be used by multiple people. So it's not just going to be for you specifically, it's for the whole organization. And really, what you're going to want to do is go to that safestartcom landing page and in the upper right-hand corner there, once you've logged in and set your profile up, you'll see that login button switches to account. So you're going to want to click on account, go down and select the portal and once you get into the client portal folks, you'll have two main options to choose from, of course, SafeS tart now and Safe Lead. That's what we're here to talk about today. So that's how you get into the portal. Tim.

Tim Page-Bottorff 2:58

And so that client portal access is given by our Client Success Managers. And if you don't know who that is, success is given by our client success managers, and if you don't know who that is, I'm sure Jeremy would love to help you out. So, Jeremy, what is it? Jeremy. H At safestartcom?

Jeremy Hyde 3:11

Actually I got lucky. I got the easiest one. I'm just straight up, jeremy, at safestar t. com.

Tim Page-Bottorff 3:17

Okay, and we'll revisit that later on. So thank you for that. And so once you get signed up now you're in. And before we get to what's in the portal, Jeremy, why don't you talk about some of the benefits of getting access to what's inside that portal?

Jeremy Hyde 3:32

Well, you know, I'm a big convenience guy, right, and I love the fact that it's a real one-stop shop for everything you need. You know and not only that, I tend to lose things or misplace them is maybe a better way to say it and consequently it's also a great resource to go back. If you do misplace anything, you don't have to worry about it. You've got that great resource to go back to get whatever you need. And I mean not only that, Tim. It's not just about access to things that you're familiar with. There's also a ton of stuff in the portal for both building on existing knowledge that leaders have around human factors, as well as sustaining SafeL ead within the organization too.

Tim Page-Bottorff 4:26

Sustainment, that's a huge word nowadays in the environmental, health and safety space and a lot of folks come to us and we know a little bit about it. Well, I want to say I know a thing or two about it, because we've seen a thing or two.

Jeremy Hyde 4:34

Yeah!

Tim Page-Bottorff 4:35

That's somebody else's slogan, so we'll leave it for them. But you know you got a lot of folks that come up to you and say, hey, what about this? How can we make this last longer than what it's supposed to do? And you've been a part of that team. I've been a part of that team in developing what is the next thing for SafeL ead and a lot of access to those things. Quote unquote. I'm using air quotes here is in the portal.

Tim Page-Bottorff 4:58

So, other than that, specifically, what else might a person, a client, a customer, what might they find that's in the portal for them to grab?

Jeremy Hyde 5:09

Well, you've got two general buckets to pull from here. One is for the participants, focused on the participants themselves. The other one is for that sustainment. Let's talk about the participant one first.

Jeremy Hyde 5:23

Within that, there's a ton of good resources there that focus around building on what we learn in our sessions together. So stuff from the field guide itself. I think there's about five or so different tools pulled directly from the field guide there that you can use. Of course, if you misplace that field guide like me, right, you have access to that stuff and you don't have to worry about it. They also come in fillable versions so they can be used electronically and not just handwritten as well. So obviously that's really valuable. I think there's also a lot of really good stuff in there for just communication, so posters and just like ways to promote SafeL ead within the organization on the site.

Jeremy Hyde 6:18

Some great pieces from there include the manager's toolkit, Tim so that's one of my favorite pieces. Pieces from there include the manager's toolkit, Tim so that's one of my favorite pieces. It's kind of a I know I've used this term already but it is a one-stop shop for all of the tools that managers will need as they go through the process. So some stuff that's in the toolkit there's the outline of the implementation, there's some templates, a great calendar for touchpoints,, , progress tracking and communication. And then, for me to be honest with you, the biggest highlight out of the participant resources is this fantastic video that Chris Ross put together. That's all about how to have a manager touch point. It's about seven minutes long or so. It's not very long and it's really nicely put together, well narrated, and it really provides a demonstration for how to have those touch point conversations with your leaders in the organization.

Touch Points and Sustainability

Tim Page-Bottorff 7:22

Now you're using terms and a lot of our customers that are probably just doing SafeStart Now listening to this for the first time. We're going touch points. What is that? So, before we dive into, maybe, some of the ethics behind the use of our client portal, why don't you tell everybody what a touch point is for a manager and a supervisor?

Jeremy Hyde 7:40

Yeah, absolutely well, you know, I think we understand, Tim, that it's only natural for our memory retention to fade with time. Right, we learn something as time progresses, that knowledge starts to fade off. Right, small little ways to keep the concepts at front of mind and to ensure that people are actively thinking about what we're teaching them on a regular basis, so that it doesn't fade off. And the beauty of this is, theoretically, when we do this, the more we do it, the less we see that memory retention fading off. So if we do it enough, ideally there is no memory retention fading off.

Tim Page-Bottorff 8:32

Yeah, I love the segue that you just gave me like three segues, so let me see if I can tackle all three of them. Number one touch points allow you to keep things from fading off. Ironically, you also talked about sustainability earlier, so that feeds into keeping things from fading off. And the second thing is that if you develop these touch points as you get a calendar and a template in the client portal the access that we're talking about you'll end up having intentional conversations with your direct leaders that have that contact with your people on the floor. How important is that? I mean, I would answer it, Jeremy, but you're our guest, so how important is that conversation on the floor for a supervisor?

Jeremy Hyde 9:15

it's critical. It's critical for not just for the retention of the concepts, but if you think about, one of the key things that we speak about in SafeL ead is showing that we care. One of the key things that we speak about in Safe Lead is showing that we care right, demonstrating that we care, and if we're having these frequent discussions, it really does walk the talk and show, hey, that we really do care not just about the development of your skills as a leader, but how you're doing as an individual as well.

Tim Page-Bottorff 9:47

Sure, sure, sure, and we'll put down in the show notes access to the six climate success factors, so that way you have a better understanding of the benefits. Now we're talking specifically about the client portal, and I said there were three segues there. The third one is ironically, everything comes back to what we see in Safe Start. Ironically, everything comes back to what we see in SafeS tart. And so to help somebody to alleviate complacency in the workplace and there could be organizational complacency, but in this case, it helps a leader avoid levels of complacency by using a template that's planted and a calendar in the portal that will allow them to set these touch points out, which, of course, gets feedback.

Tim Page-Bottorff 10:29

Closing the loop who and I'm going to close the loop here all three of those, as they are important. The Safe Lead Client Portal actually has the tools to help you be successful. So thank you for that. And then here, if they want to develop something like a resource or a tool that's in the portal, why don't you share some of the guidelines, like can they print it? Can they share it with people? What is some of the guidelines that you would recommend for them?

Jeremy Hyde 10:55

Yeah, absolutely so. You know, pretty much anything that's available in the portal can be printed and shared internally within your organization, and that's just not even the printed resources that are there. Like, for instance, if one of the videos micro-learning the sessions and we'll come back to those in just a second will be valuable for team members that haven't yet taken the process, they can certainly go through those videos and micro- learning sessions as well, so they can certainly be shared internally. I do want to talk about real quick, Tim, if I touch touch microlearning the stuff. So, within the sustainment resources, there's some other really cool things in there. So there's professional articles, other really cool things in there, so there's professional articles. There's all kinds of you know well the podcasts that we're doing right now, and then there's some really cool videos. So I think it was about a year and a half ago.

Jeremy Hyde 12:00

You and I, Tim and a bunch of our other SafeLead consultants, were back in Belleville meeting and having a summit on Safe Lead and we recorded these Safe. What are they? The Safe Lead Says videos. Right, they're fantastic, they're great, little short, little tastes, and a fun thing to do for our clients, I think would be just to go and find your consultant and see what they have to say, see that little golden nugget they have to offer you. They're really short, about two minutes long in total, and I think there's probably about 10 of them or so in total. So obviously check out all of them, but you know it might be fun to pick out your consultant and see what they have to say.

Jeremy Hyde 12:46

And then also, too, there's the micro learning. If I had to pull my favorites from each of the two main buckets, I would say that the touchpoint video for the participant resources is my favorite, and my favorite resource in the sustainment resource is going to micro-learning those sessions. So really, there's I think there's just the two of them right now and one of them is on creating a positive safety climate and the other one is about the human factors framework, and they're really amazing. Short little microburst e-learning sessions about five to 10 minutes long each one, and they can be used in a number of ways, Tim. So they can be used as an orientation tool.

Micro Learning Sessions and Videos

Jeremy Hyde 13:37

So if you have a new leader coming into the organization, they haven't yet had the ability to go through SafeL ead. You want to get them familiar with this idea of a no- blame mindset, creating that positive safety culture, and it's a great tool just to get that brain or that mindset started. And then, not only that, it can also be used for sustainment as well. Right, so we can use it to, after the fact, to boost existing knowledge for people that do go through the Safe Lead implementation, and then the last thing I'll say about them is that they can be hosted on your the client's LMS, or they can be hosted on Safe Starts LMS as well. So easily done in both ways. Simple SCORM files. SCORM files that can be uploaded to your LMS, assigned as needed, very efficient, very easy to use.

Tim Page-Bottorff 14:39

I'm going to try to unpack everything you just said, so just give me a second.

Tim Page-Bottorff 14:43

First things first, a couple of shout- outs to all the folks that are behind the scenes. Second, first things first, a couple of shout- outs to all the folks that are behind the scenes, those folks in the office that you refer to as in Belleville. But for our listeners, Belleville, Ontario, Canada, that's where our big offices is at, and we did have a meeting there in Belleville and one of the representatives from the product development group I will just give a shout- out here was Kathleen, and Kathleen did a really good job at bringing us all together to absorb some of that recording and information. So shout out to her. But also, you mentioned micro- learning. Now this is going to sound like a joke, but I want a serious answer. Jeremy, I know, when October, November, rolls around, we have our Thanksgiving Canada and US differently. But how often do you eat like that?

Tim Page-Bottorff 15:35

Probably twice a year Thanksgiving and Christmas yeah, but then afterwards you're like exhausted, right so you're. You're probably like me. You like for the rest of the year, just snack along the way and have total little baby bites, and so when you consume a lot of information at one time, you'll get tired, you'll get exhausted. Same thing with food and, in this micro-learning, is one of those things where you could just snack on information and I think it's extremely well. To me, it's important. When I look at the portal and I find micro-learnings little and I'm able to access them in two- minute increments. It's something that I'll remember.

Tim Page-Bottorff 16:12

And again comes back to sustainability, because Thanksgiving is not sustainable. You and you take a lot of food in and then you're I don't know. Sometimes I'm grateful for being there and being in front of all this food, but after I get done eating, I'm no longer grateful, like I want to go away, go on a walk, and when you consume too much information, sometimes it's just overwhelming. And I believe that these micro learnings, even these Safe Lead components, these videos, take them into stride, take them as you snack and then, as you're progressing, you're starting these building blocks and I think everything that you said about these micro learnings are so important. And guess where they're at? They're in the SafeLead client portal.

Jeremy Hyde 16:57

Yeah, and one of the thing I wanted to mention there if there's any questions about the use of those, there's a fantastic little email address right at the bottom of the micro- learning page specifically about that. So if any of our clients needed to answer any questions about the use of them, hosting them on their own LMS, how to go about doing that, they can certainly use that portal email or, of course, reach out to your consultant. We'll hook you up with the right people. One thing I did want to mention about the micro- learning sessions is fantastic is we all know that attention spans have dwindled over the last few years, right, I think, for adults you've got about five to 10 minutes or so, about seven minutes on average to really get their attention and keep it for that short period of time. So these are really built with that in mind. You know, not only are they convenient, but they really do pack a punch for that short period that they're delivered in.

Who Should Use the Portal

Tim Page-Bottorff 18:00

Yeah, that's a great little point I say little because it's like Reno, the greatest, biggest little city in the world but it's such great information that you consume in small little bites that overall I know you like to play video games, like me, but you don't necessarily get to the end of the video game until you've accomplished certain steps, and I think that's one way that it's consumable for our customers and I think that's a great point. So thank you for making that. For those of you that don't practice Thanksgiving, just remember the last time you had a big feast how did it make you feel? And so, consuming information. You talked a little bit about attention economy and again it comes right back to SafeLead for supervisors to identify that. So these are all incredible great anecdotal points that you're making, but also they're very metaphorical. They actually fit into everything that we do for SafeLead. So, Jeremy, thank you for those points. Let me ask out of you said managers and participants, but let me ask who else should be using the SafeLead portal.

Jeremy Hyde 19:06

Well, like you said, anybody that's been through the process, so the folks that we come on- site and train, that's the obvious one. But I think the other piece here that needs to be said is any senior leaders within the organization as well, right? So folks that are there to support the process, they can certainly access and find value in all of those resources, resources. And then anybody that hasn't necessarily taken the training whether they weren't there at the time or you know, perhaps they were, you know, out of, out of action for that particular time period If they didn't take the training they'll probably still find a lot of value in using some of these resources, particularly the SafeL ead says, the micro- learning, and even even things such as the conversational resources that are available in there as well.

Tim Page-Bottorff 20:04

Sure, and, as you probably have witnessed, you and I both not necessarily because we're hosting and guesting, but we find a great value in that podcast, as you said earlier, and I've actually gone back and listened to episodes that I was the host for, but I still go back and listen and I actually gained some information. So there's a huge thing there. So let me ask I'll give you a couple of titles at facilities and you tell me yay or nay, should they have access? Plant manager.

Jeremy Hyde 20:32

Absolutely.

Tim Page-Bottorff 20:33

Safety professional Absolutely. Operations manager Absolutely. I should just stop there, okay, let's just say that. So pretty much everybody that's going to be exposed to a SafeLead element, and even those six climate success factors, let's give them all access, sort of like Oprah Winfrey did with cars. We're just going to you get it, you get access you get access and you get access.

Jeremy Hyde 21:09

Everybody get access and you get access. Everybody gets access in the facility is looking for those risks through the human factors, lens and and and. Really so there are tools here for frontline individuals as well. Maybe not they're the ones accessing those tools, but our leaders can certainly access them for them.

Tim Page-Bottorff 21:30

Perfect and I like the way you said that. You know Larry, often Larry Wilson, he often refers to as do we mine the gold or are we just simply okay with mining the silver and the bronze? And so this is an opportunity at that level. It doesn't matter what level of the organization that people can have access to the gold if they want. And that risk assessment, that sort of quasi-hazard identification, is data that they didn't have before. And reviewing that kind of data actually believe it or not. If you guys can see a video here we're looking at a teeter-totter. It actually lends its hand towards more leading indicators than lagging indicators. So consider that in what you're doing. All right, so who do we contact if a customer has questions about the portal?

Final Thoughts and Contact Information

Jeremy Hyde 22:16

Well, I mean, obviously your first point of contact should be your consultant, right? That's the person that you've got that great relationship with. They're going to be very quick to respond, as well as that client success manager that I mentioned. So you may not necessarily know who that individual is, may not necessarily know who that individual is. So if you needed to, you just approach the contact, your Safe Lead leader site contact, for that information. And then, lastly, there's also that portal at safestartcom email that's listed right in the portal itself. If you reach out to that you will get an answer.

Tim Page-Bottorff 22:56

Okay, and then, since we're doing the podcast, Jeremy, I think that you'd be able to forward any information with your email. It was again Jeremy at safestart. com and mine is Tim at safestar t. com. One last question for you, Jeremy. Now. We've talked a lot about what this, how, why and this is important to our customers and who should go get access to, and what the benefits are. Why don't you take me down the path of what your own personal takeaways are? What are you gaining out of the SafeLeap Portal?

Jeremy Hyde 23:26

Well, I mean, as a consultant, it really does arm me with more arrows in my quiver to be able to support our clients right. So the more I have to offer, the more that's possibly there to be helpful for them. And then I mean, obviously I love to be able to build up my own knowledge as well. You know, I watched Chris's video on demoing the Touchpoints conversation and it gave me a bunch of ideas for my own coaching. So it's great, not just for me personally, but also a huge benefit organizationally for our clients as well.

Tim Page-Bottorff 24:11

Okay. Well, that wraps up our time. Jeremy, I can't believe our time is over already. Any final words of wisdom, any final comments you want to suggest?

Jeremy Hyde 24:20

Well just take advantage of that resource, folks. It is there for you, it is super easy to navigate and if you do have any questions, remember, in this organization you are never alone. You just reach out to those people that you know and we will take care of you.

Tim Page-Bottorff 24:36

Awesome, jeremy, and thank you so much for spending some time with us today and being incredible guests. Your knowledge on the Client Portal is probably up there at the top. You know a lot more about it than I do and I'm glad we brought you on, so thank you for being here.

Jeremy Hyde 24:51

Thank you, Tim, much appreciated.

Tim Page-Bottorff 25:00

Yeah, and on behalf of Jeremy and the entire Safe Talk with SafeStart team, thank you so much for letting us be a part of your day and please remember to get out there and share these episodes. And so, for Safe Talk with SafeStart, I am Tim Page-Bottorff, I want you to have a great day, and I'll see you down the road.