Qualification

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Qualification Training ofWork Planners
Steven K. Little Work Control Department Manager
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Topics if Discussion

• Typical Planner Myths
• NNSA Approach to Training Qualification
• Y-12 Improvements

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What is a Planner?

• Computer expert
• Craft generally an expert in all trades
• Industrial hygienist
• Occupational safety specialist
• System and design engineer
• Quality assurance expert
• Health physicist
• Nuclear safety engineer
• Procurement specialist
• Procedure writer
• Rocket scientist
• Babysitter
• Project/Task manager supervisor
• Juggler

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Why do we need Planners?

• Requirements Drivers
• Best practice
• Improve scope definitions
• Create work instructions
• Improve field work efficiency
• Increased demand for rigor and formality
• Mentor process change
• Single point of contact
• Analyze and report information

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Work Control Process
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PLANNING ? PLANNER
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What is a Planner? - Really

• An expert on the Work Control Process
• Someone with craft or engineering/technical
  background
• A skilled facilitator
• A non-exempt hourly or junior exempt employee

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Why Do We Need Planners Really?

• Develop the safety envelope for the specified
  scope focused on the worker performing the work
  safely.

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Why Do We Need Planners Really?

• Develop the safety envelope for the specified
  scope focused on the worker performing the work
  safely.

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NNSA Commitment 23 Path Forward

• Initial workshop in October, 2004 identified
  issue of concern.
• TQ of Planners a major subject in July 2005
  workshop
• NNSA working group drafted criteria in November
  2005
• Criteria validated by EFCOG Work Management
  subgroup
• NNSA issued criteria as an expectation for
  Commitment 23 closure.

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NNSA Planner Definition

• A work planner is anyone who, as a part of
  planning activity level work, performs the
  following functions
• ensures that the scope of work being performed is
  adequately defined
• confirms that hazards associated with the work
  and the work environment have been identified and
  analyzed to determine the controls that must be
  implemented to ensure worker safety
• determines applicable work process requirements
  (i.e., applies the appropriate graded approach
  for the work being planned)
• breaks down work activities into discrete
  steps/tasks
• establishes acceptance criteria for work
  performed
• develops technical work documents
• and provides input to the scheduling process
  (sequencing and timing, and resources such as
  personnel, tools, materials, support, training,
  etc.).

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NNSA Planner TQ Expectations

• Work planners are expected to be trained and
  qualified in the following areas
• Integrated Safety Management (ISM) Core Functions
  and Guiding Principles, and Quality Assurance
  Criteria
• The roles, responsibilities, authorities, and
  accountabilities of interfacing organizations
• Applicable work management system(s) - i.e.,
  types of work performed, processes used, tools,
  software, work package content, how to apply
  lessons learned, etc.
• Hazard Identification and Analysis, and how to
  incorporate controls into work instructions
• How to apply applicable requirements, standards,
  permits, regulations, etc. to work planning
  (includes use of subject matter experts and
  system engineers)
• How and When to Conduct Walk-downs and
• Effective Communications and Technical Writing.

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Planner Restructuring
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Developmental Goals
Technical Approach

• Train to
• Process
• Requirements
• Rules regulations
• Career path
• Hands-on / Field Experience

Expectations Drivers
Planner

• DOE Site
• Industry
• Roles
• Responsibilities

Academic Approach

• Train to
• Process
• Requirements
• Rules regulations
• Career path
• Technical Administrative

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Planner Progression
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Formal Qualification Process
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Qualification Focus Areas

• ISM functions and principles
• Facilitation techniques
• Hazard identification and analysis
• Technical writing
• Procurement of material and services
• Work Control process, including R2A2 of all
  personnel involved
• Technical training, including interfaces with
  maintenance crafts
• Verification of performance through
• Classroom training
• Field Training, including OJT
• Oral boards
• Completion of practical exercises

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QUESTIONS?