S15Ep8: The SafeLead Client Portal

You can spend months rolling out safety leadership training and still watch the impact fade if leaders do not have easy tools to reinforce it. That is why we put the spotlight on a resource many clients overlook: the SafeLead Client Portal. Tim Page-Bottorff sits down with SafeStart consultant Jeremy Hyde for a practical walkthrough of what is inside, how to get access, and how to use it to make SafeLead stick in the real world.

Host: Tim Page-Bottorff

Guest: Jeremy Hyde

https://safestart.com/file/idclip/

Transcript

Tim Page-Bottorff

Hey there, Safety Pros and organizational leaders. Welcome back to another episode of SafeTalk with SafeStart, where we dive deep into the 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

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

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 some of the behind-the-scenes 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, it's 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. SafeLead 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

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 uh 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 safestart.com landing page. And in the upper right hand corner there, uh, once you've logged in and set your uh 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, SafeStart Now and SafeLead. That's what we're here to talk about today. So that's how you get into the portal, Tim.

Tim Page-Bottorff

And so that client portal access 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 safestart.com.

Jeremy Hyde

Actually, I got lucky. I got the easiest one. I'm just straight up Jeremy at safestart.com.

Tim Page-Bottorff

Okay, and we'll revisit that later on. So, thank you for that. And so, once you get signed up, now you're in. Now, 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

Well, you know, I'm a 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 uh 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 SafeLead within the organization, too.

 Tim Page-Bottorff

Ooh, 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. Yeah, but that's somebody else, 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?  You've been a part of that team, I've been a part of that team and developing what is the next thing for SafeLead, and a lot of access to those things, quote unquote, I'm using air quotes here, is in the portal. So, other than that specifically, what else might a person, a client, a customer, what one that what might they find that's in the portal for them to grab?

Jeremy Hyde

Well, you got two general buckets to pull from here. One is for the participants, uh focused on the participants themselves. The other one is for that sustainment. So, let's talk about the participant one first. So, within that, there's a ton of good resources there uh that focus around in 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 uh tools uh 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 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 SafeLead within the organization on the site. Some great pieces from there include the manager's toolkit, Tim. So that's one of my favorite pieces. Uh it's kind of a I know I've used this term already, but it is a one-stop shop for all 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 scheduling touch points, progress tracking and communication. The participant resources are 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.

Tim Page-Bottorff

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

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 pass to fade off, right? So, if we can have what we call these touch point conversations, 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 that that memory retention fading off. So, if we do it enough, ideally there is no memory retention fading off. You see what I'm saying?

Tim Page-Bottorff

Yeah, I love the segue that you just gave me like three segues. So let me see if I could 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 that 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

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 SafeLead 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. Sure, sure, sure.

Tim Page-Bottorff

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 SafeStart. 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 porthole portal, sorry, that will allow them to set these touch points out, which of course gets feedback closing the loop. Who and I'm going to close the loop here. All three of those as they are important, the SafeLead 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, um, 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

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 uh one of the video or the micro learning 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 could touch on please the micro learning stuff. So, it within these sustainment resources, there's some other really cool things in there. So,  there's professional articles, there's all kinds of, you know, well, the podcast that we're doing right now, and then there's some really cool videos. 

Tim Page-Bottorff

So, I think it was about a year and a half ago, you and I, I'm going to try to unpack everything you just said, so just give me a second. Okay, 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 um micro learning. Now, this is going to sound like a joke, but I want a serious answer, Jeremy. I know when October and November rolls around, we have our Thanksgivings, can Canada and US differently, but how often do you eat like that?

Jeremy Hyde 

Probably twice a year. Thanksgiving and Christmas.

Tim Page-Bottorff

Yeah, but then afterwards you're like exhausted, right? So, 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 regard, micro learnings is one of those things where you could just snack on information. Yeah, I think it's extremely well to me, it's important when I look at the portal and I find these little micro learnings and I'm able to access them in two-minute increments. It's something that I'll remember. And again, comes back to sustainability because Thanksgiving is not sustainable. Your intake 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, um, go on a walk. And when you consume too much information, sometimes it's just overwhelming. And I believe that these micro learnings, these even this SafeLead says components, these videos, um, 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.

Yeah, and one other 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 uh 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 uh email, or of course reach out to your consultant, we'll hook you up with the right people. Okay, one other 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? Like I think for adults, you've got about five to ten 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.

Tim Page-Bottorff

Yeah, that's a great little point. I say little because it's like Reno, the greatest, biggest little city in in the world, but it's such great information that you consume in small little bites that overall, I know you like to 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. Um, 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. Uh 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

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 that needs to be said is any senior leaders within the organization as well, right? So, folks that uh that are there to support the process, they can certainly access and find value in all of those 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 SafeLead says, the micro learning, and even things such as uh the conversational resources that are available in there as well. 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 I've actually gone back and listened to episodes that I was the host for, but I still go back and listen, and I gain 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? Plan manager, absolutely, safety professional, absolutely, operations manager, absolutely. So, 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. 

So, folks that uh that are there to support the process, they can certainly access and find value in all those resources. And then anybody that hasn't necessarily taken the training, whether they weren't there at the time, or uh, you know, perhaps uh they were you know out of out of action for that particular time period, uh, if they didn't take the training, they'll probably still find a lot of value in using some of these resources, particularly the Safe Lead says, the micro learning, uh, and even uh things such as uh the conversational resources that are available in there as well.

Sort of like Oprah Winfrey did with cars. We're just going to you get it, you get access, and you get access, and you get access. Everybody gets access.

You get access. You know, Tim, I would even argue that there's value for frontline people here as well. And this is a bit of an extension, but if you think about those risk assessments, right? We want to get to the point where everybody in the facility is looking for those risks through the human factors’ lens. And  really, so there are tools here for frontline individuals as well. Maybe not uh they they're the ones accessing those tools, but our leaders can certainly access them for them.

Tim Page-Bottorff

Perfect. And I like the way you said that, you know, um Larry often Larry Wilson, he often refers to as do we mine the gold, or were 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 in 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?

Jeremy Hyde

Uh 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. Uh, they're going to be very quick to respond, uh, as well as that client success manager that I mentioned. 

Tim Page-Bottorff

So you may uh not necessarily know who that individual is. So, if you needed to, you just uh approach the uh the contact, your safely leader or call uh site contact for that information. Uh and then lastly, there's also that portal at safestart.com email that's uh listed right in the portal itself. Uh if you reach out to that, you will get an answer.

Tim Page-Bottorff

Okay. And then since we're doing the podcast, Jeremy, I think that you'd be able to forward any information with your email. That was again Jeremy at safestart.com, and mine is Tim at safestart.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 safely portal?

Jeremy Hyde

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 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 touch points conversation, and it gave me a bunch of ideas for my own coaching, so it's great, not just for uh me personally, but also a huge benefit organizationally for our clients as well.

Tim Page-Bottorff

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

Jeremy Hyde

Well, it just uh take advantage of that resource, folks. It is there for you. Uh, 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

Awesome, Jeremy, and thank you so much for spending some time with us today and being an incredible guest. Your knowledge on the clan portal is uh probably up there at the top. I'm 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

Thank you, Tim. Much appreciated.

 Tim Page-Bottorff

Yeah, and on behalf of Jeremy and the entire SafeTalk 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 SafeTalk with SafeStart, I am Tim Page-Bottorff.  I want you to have a great day, and I'll see you down the road.