Jul 10, 2023

Workplace Safety Systems: Lagging VS Leading Indicators

Key Takeaways:

  • Workplace safety can be monitored using leading and lagging indicators.
  • Leading indicators are forward-looking and focus on preventing accidents and injuries.
  • Examples of leading indicators include safety training completion rates, safety inspections, hazard identification, near-miss reporting, and safety culture surveys.
  • Leading indicators help identify potential hazards and improve safety programs.
  • Leading indicators are beneficial for high-risk industries like construction, manufacturing, and oil and gas.
  • Lagging indicators are retrospective and provide information about past safety incidents.
  • Examples of lagging indicators include incident rates, lost-time injury rates, workers' compensation claims, and insurance premiums.
  • Lagging indicators help understand the impact of safety incidents and identify trends.
  • Leading indicators are more effective in preventing safety incidents, while lagging indicators focus on the consequences of failures.
  • Using both leading and lagging indicators provides a comprehensive understanding of safety performance.
  • Leading indicators help identify potential hazards, while lagging indicators measure the effectiveness of safety programs and identify trends.
  • Both leading and lagging indicators should be used together for effective workplace safety monitoring.
  • The combination of indicators helps reduce the risk of accidents and injuries and creates a safer work environment.

In the realm of workplace safety, it is critical for organizations to monitor their performance through the use of insights and key metrics that demonstrate what’s working and what’s not. Two common categories of safety indicators used are leading and lagging indicators. In this article, we will explore the differences between the two and how they can be used to improve workplace safety through the provision of accurate reporting, consistent tracking, and reflective insight analysis.

Leading Indicators

Leading indicators are forward-looking measures that provide information about the potential for future safety incidents. They are proactive in nature and focus on preventing accidents and injuries before they occur. Leading indicators provide information about the effectiveness of an organization's safety program and can help identify areas where improvements are needed.

Examples of leading indicators include safety training completion rates, safety inspections, hazard identification and correction, near-miss reporting, and safety culture surveys. By monitoring leading indicators, organizations can identify potential safety hazards and implement corrective actions before incidents occur.

The use of leading indicators can be particularly beneficial for industries with high levels of risk, such as construction, manufacturing, and oil and gas. These indicators can help organizations prioritize safe work and allocate resources where they are needed most, ultimately reducing the risk of accidents and injuries.

Lagging Indicators

Lagging indicators, on the other hand, are retrospective measures that provide information about safety incidents that have already occurred. They are reactive in nature and focus on the consequences of safety failures, such as incidents, injuries, and fatalities. Lagging indicators provide information about the effectiveness of an organization's safety programs in the past and can help identify trends and patterns in safety incidents.

Examples of lagging indicators include incident rates, lost-time injury rates, workers' compensation claims, and insurance premiums. While lagging indicators are useful for understanding the impact of safety incidents, they do not provide the full picture of potential hazards and how you can mitigate them.

Using Them Together

The most effective approach to workplace safety monitoring is to use both leading and lagging indicators together. By monitoring insights in both categories, organizations can gain a more comprehensive understanding of their safety performance and identify areas where improvements are needed. Leading indicators can be used to identify potential hazards and implement corrective actions before incidents occur. Lagging indicators can be used to measure the effectiveness of safety programs in preventing safety incidents and identifying trends and patterns in safety incidents. 

Safety programs often will make use of both indicators in different stages. While leading indicators are often deemed as more proactive due to their forward-looking nature, it is important not to neglect the latter since it is in many cases required by law. For example, OSHA requires that all organizations keep a record of total workplace injuries.

Tracking Your Metrics

Oftentimes, safety professionals get caught up in the swaths of safety data and don’t know where to start. Firstly, a lot of data doesn’t equal good data. In fact, having too much information can easily mislead and dilute your efforts in finding spaces for improvement. Instead, management should prioritize sifting through the metrics to determine which ones are relevant to their business, which of them provide actionable insights, and which ones afford accuracy and transparency into their safety management program.

With that in mind, there comes the challenge of practically implementing your metrics into your safety strategy. There once was a time where organizations conducted record-keeping through manual avenues such as excel spreadsheets, but that doesn’t have to be the case anymore. Nowadays, organizations can opt for building out an efficient tech stack that automates much of the manual process and presents them with valuable, accurate data.

Depending on the nature of your work and industry, a few examples of tools that you should consider in building out your program are visitor sign-in systems, contractor management software and auditing platforms. Utilizing the correct tools and implementing them in the right places will ensure that you maintain constant oversight over your safety program and are able to make improvements accordingly.

Closing Remarks

Leading and lagging indicators are both critical components of workplace safety monitoring. Leading indicators provide forward-looking information about potential hazards and can help prevent safety incidents before they occur. Lagging indicators provide retrospective information about safety incidents that have already occurred and can help identify trends and patterns in safety incidents.

To effectively monitor workplace safety, organizations should use both leading and lagging indicators together. By monitoring both types of indicators, organizations can gain a comprehensive understanding of their safety performance and identify areas where improvements are needed. Ultimately, this can help reduce the risk of accidents and injuries and create a safer work environment for all.

About the Author

Addison Moore
Director of Marketing at Contractor Compliance

Addison has spent the last four years learning from and participating in the Health & Safety community. He has travelled to numerous EHS conferences, trade shows and events with the intention of helping organizations with their contractor management programs. Addison is also responsible for curating the collection of white papers, case studies and eBooks that provide real world insights into the workforce safety space.

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