Comprehensive Assessment of Your Process Safety Management System


Overview

Our Process Safety Health Check is a comprehensive remote audit that evaluates all 20 elements of process safety management within your organization. This structured assessment helps identify gaps, prioritize improvements, and create actionable plans to enhance your process safety performance.

Key Benefits:

  • Comprehensive evaluation of all 20 process safety elements
  • Remote delivery for convenience and cost-effectiveness
  • Tailored recommendations based on your specific operations
  • Measurable scorecard to track progress over time
  • Expert facilitation and guidance throughout the process



Service Options

Option 1: Facilitated PSHC with Action List

Duration: 4 weeks total | Live Sessions: 8 hours | Price: £4495 plus VAT

What's Included:

  • Document collection phase (1 week)
  • Eight hours of facilitated live sessions with your team
  • Client-led question answering with expert guidance
  • Comprehensive scorecard across all 20 process safety elements
  • Prioritized action list delivered within 2 weeks of session completion

Best For: Organizations seeking quick identification of priority areas and immediate actionable steps.

Timeline:

  • Week 1: Document collection and preparation
  • Week 2: Live facilitated sessions (8 hours total)
  • Weeks 3-4: Analysis and action list preparation

Deliverable: Prioritized action list and scorecard


Option 2: Facilitated PSHC with Process Safety Improvement Plan

Duration: 5 weeks total | Live Sessions: 8 hours | Price: £9995 plus VAT

What's Included:

  • Document collection phase (1 week)
  • Eight hours of facilitated live sessions with your team
  • Client-led question answering with expert guidance
  • Comprehensive scorecard across all 20 process safety elements
  • Detailed process safety improvement plan with rationale and sequencing

Best For: Organizations ready to implement comprehensive improvements with strategic planning and sequencing.

Timeline:

  • Week 1: Document collection and preparation
  • Week 2: Live facilitated sessions (8 hours total)
  • Weeks 3-5: Analysis and comprehensive plan development

Deliverable: Strategic improvement plan with implementation sequencing and scorecard


Option 3: Independent PSHC with Plan

Duration: 10 weeks total | Live Sessions: 4 hours | Price: £19455 plus VAT

What's Included:

  • Extended document collection and analysis phase (3 weeks)
  • Independent expert assessment of approximately 50% of questions
  • Four hours of targeted live sessions for clarification and validation
  • Comprehensive scorecard across all 20 process safety elements
  • Detailed process safety improvement plan with rationale and sequencing

Best For: Organizations with comprehensive documentation who prefer minimal disruption to operations while receiving expert-led assessment.

Timeline:

  • Weeks 1-3: Document collection and independent analysis
  • Week 4: Targeted live sessions (4 hours total)
  • Weeks 5-7: Plan development and refinement
  • Deliverable: Expert-developed improvement plan with implementation sequencing and scorecard



What to Expect

Pre-Assessment Phase

Document Collection: We'll provide you with a comprehensive list of documents and information needed to effectively execute the health check. This includes policies, procedures, training records, incident reports, and other relevant documentation.

Scheduling: We'll work with you to understand how process safety knowledge is distributed across your organization and schedule sessions accordingly for maximum effectiveness.

Assessment Phase

Structured Evaluation: Each element is systematically evaluated using proven methodologies and industry best practices.

Interactive Sessions: Our facilitated approach ensures your team's knowledge and experience are captured while benefiting from expert guidance.

Deliverables Phase

Scorecard: Clear scoring across all 20 elements showing current state and areas for improvement.

Action Plans: Depending on your chosen option, receive either a prioritized action list or comprehensive improvement plan with implementation guidance.


Ongoing Value

Regular Health Checks

We recommend conducting Process Safety Health Checks every 2-5 years to:

  • Measure progress against your improvement plan
  • Identify new gaps as your operations evolve
  • Maintain focus on process safety excellence
  • Demonstrate continuous improvement to stakeholders

Continuous Improvement

Your scorecard becomes a baseline for measuring improvement over time, helping you demonstrate the value of your process safety investments and maintain regulatory compliance.


Getting Started

Ready to begin your Process Safety Health Check journey? Here's how to start:

  1. Choose Your Option: Select the service level that best fits your needs and timeline
  2. Initial Consultation: Book a clarification meeting to discuss your specific requirements, timeline, and any particular concerns
  3. Document Preparation: Receive and prepare the required documentation package
  4. Schedule Sessions: Book your facilitated sessions at convenient times
  5. Begin Assessment: Start your comprehensive process safety evaluation

Next Steps

The first step is always a clarification meeting where we can discuss:

  • Your specific timeline and constraints
  • How process safety knowledge is distributed in your organization
  • Any particular concerns or focus areas
  • Optimal scheduling for minimal operational disruption

This ensures we deliver maximum value while respecting your operational requirements.


Your investment in process safety today protects your people, assets, and community tomorrow. Let us help you identify where to focus your efforts for maximum impact.

Choose a Pricing Option

The 20 Energy Institute Elements

Our health check covers all critical elements of process safety management:

  1. Process Safety Leadership and Commitment
  2. Process Safety Culture
  3. Process Safety Competency
  4. Workforce Involvement
  5. Stakeholder Outreach
  6. Process Knowledge Management
  7. Hazard Identification and Risk Assessment
  8. Operating Procedures
  9. Safe Work Practices
  10. Asset Integrity and Reliability
  11. Contractor Management
  12. Training and Performance Assurance
  13. Management of Change
  14. Operational Readiness
  15. Conduct of Operations
  16. Emergency Management
  17. Incident Investigation
  18. Measurement and Metrics
  19. Auditing
  20. Management Review and Continuous Improvement



Process Safety Health Check - Frequently Asked Questions

General Questions

What is a Process Safety Health Check?

A Process Safety Health Check is a comprehensive remote audit that evaluates all 20 elements of process safety management according to the Energy Institute AIPSM (Asset Integrity Process Safety Management) framework. It systematically identifies gaps, strengths, and improvement opportunities in your process safety management system.

How does this differ from a traditional safety audit?

Traditional safety audits often focus on compliance and occupational safety. Our Process Safety Health Check specifically targets process safety management systems - the policies, procedures, and practices that prevent major accidents involving hazardous processes. It's forward-looking, focusing on improvement rather than just compliance checking. Our audit also uses systems based thinking to get to the heart of your issue allowing staged improvement plans.

Which option is right for my organization?

  • Option 1 (Action List): Best if you want quick identification of priorities and have internal resources to develop detailed implementation plans
  • Option 2 (Improvement Plan): Ideal if you want comprehensive planning with implementation sequencing and rationale
  • Option 3 (Independent Analysis): Perfect if you have extensive documentation but limited time for lengthy facilitated sessions

What are the 20 elements of process safety?

The 20 elements cover: Process Safety Leadership, Culture, Competency, Workforce Involvement, Stakeholder Outreach, Process Knowledge Management, Hazard Identification, Operating Procedures, Safe Work Practices, Asset Integrity, Contractor Management, Training, Management of Change, Operational Readiness, Conduct of Operations, Emergency Management, Incident Investigation, Metrics, Auditing, and Management Review.


Process and Timeline Questions

How long does the entire process take?

  • Option 1: 4 weeks total (1 week prep + 1 week sessions + 2 weeks analysis)
  • Option 2: 5 weeks total (1 week prep + 1 week sessions + 3 weeks plan development)
  • Option 3: 10 weeks total (3 weeks document analysis + 1 week sessions + 3 weeks plan development)

What if we don't have all the requested documents?

That's perfectly fine! Identifying missing documentation is actually valuable information for your assessment. We can work with gaps and will note these as improvement opportunities. Don't delay starting the process if you don't have everything.

How many people from our team need to participate?

Typically 5-8 people across different roles and levels. This usually includes operations managers, maintenance supervisors, safety professionals, training coordinators, and senior operators. We'll help you identify the right mix during your clarification call.

What happens if we need to reschedule sessions?

We understand operational priorities. Sessions can be rescheduled with reasonable notice. We build flexibility into our timeline to accommodate urgent operational needs.


Technical and Deliverable Questions

What format will our deliverables be in?

All deliverables are provided as professional PDF reports with executive summaries. The scorecard includes visual chart. Improvement plans include detailed implementation tables with timelines.

How is the scoring calculated?

Scoring is based on established industry benchmarks and best practices for each element.

Will our information be kept confidential?

Absolutely. All client information is strictly confidential and covered by our professional services agreement. We never share specific company information or use it for benchmarking without explicit permission.

Do you provide implementation support after the health check?

While the health check itself is a standalone assessment, we can discuss ongoing support options including training, implementation coaching, or follow-up reviews based on your needs.

How does this help with regulatory compliance?

While not specifically a compliance audit, a strong process safety management system inherently supports regulatory compliance. Many regulatory frameworks reference similar elements to our 20-element assessment. The information from your audit can be structured to any regulatory framework to help demonstrate compliance. Request more information.


Preparation and Requirements Questions

What industries do you work with?

We work across all process industries including oil & gas, chemicals, petrochemicals, pharmaceuticals, food processing, and any industry with potentially hazardous processes.

Do we need special software or technology?

No special software required. Sessions are conducted via standard video conferencing (Zoom, Teams, etc.). You'll need reliable internet, webcam, and microphone. All documents can be shared electronically.

How should we prepare our team?

We'll provide guidance after purchase, but generally: brief participants on the purpose, ensure they understand their roles, have relevant information accessible, and set expectations about the collaborative nature of the process.

What if English isn't our primary language?

Our facilitators can work with teams where English is a second language. We speak clearly, avoid jargon, and can provide additional clarification as needed. Documents can be translated if required.

Can this be done for multiple sites?

Yes, we can conduct health checks for multiple sites. Each site typically requires its own assessment, but we can create consolidated reporting and benchmarking across your sites. Further we can identify elements which could be assessed for your organisation and minimise any duplication.


Business and Value Questions

How often should we do a Process Safety Health Check?

We recommend every 2-5 years to measure progress and identify new gaps as your operations and regulations evolve. The frequency depends on your operational complexity, risk profile, and improvement pace.

What return on investment can we expect?

While ROI varies, clients typically see value through: better resource allocation, reduced incident risk, improved regulatory relationships, enhanced operational efficiency, and stronger safety culture. The cost of prevention is always less than the cost of incidents.

Can we use this for insurance or regulatory purposes?

The health check demonstrates proactive safety management to insurers and regulators. While not a substitute for required audits, it shows commitment to continuous improvement and can support risk management discussions.

What makes your approach different from competitors?

Our approach combines industry expertise with practical implementation focus. We don't just identify gaps - we help you understand what to fix first and why. Our remote delivery reduces costs while maintaining quality through structured facilitation.

Do you offer group rates for industry associations?

Yes, we can provide group pricing for industry associations or multiple companies wanting to benchmark against each other. Contact us to discuss collaborative arrangements.


Getting Started Questions

What's the first step after purchase?

You'll receive a welcome email within minutes, followed by detailed preparation materials within 24 hours. We strongly recommend booking the complimentary clarification call to optimize your experience.

Can we start immediately or do you have waiting lists?

Most assessments can begin within 1-2 weeks of purchase, depending on your document preparation time and our current schedule. We'll confirm start dates during your clarification call.

What if we're not satisfied with the results?

We're committed to delivering value. If you're not satisfied, we'll work with you to address concerns.

Can we purchase additional services later?

Absolutely. Many clients start with Option 1 and later upgrade to more comprehensive planning support. We can also provide implementation coaching, training, or follow-up assessments.


Still Have Questions?

Don't see your question answered here? We're happy to help! Contact us at [email protected] or book a clarification call to discuss your specific situation and requirements.

Remember: The clarification call included with your purchase is the perfect time to address any specific concerns or questions about your unique situation.