New Methods for Learning from Incidents Involving Human and Organizational Performance

Abstract Human and Organizational Performance (HOP) issues may be complex and can cover a broad range of disciplines. Investigating and learning from incidents from a Human Performance perspective requires a different approach than conventional incident analysis methodologies allow. This presentation offers a pragmatic set of concepts that can be applied through the entire process of responding to the learning opportunities presented by incidents, including data acquisition, analysis, and developing appropriate and optimized corrective actions for Human Performance causal factors. The paper is based upon examination of incident investigations carried out for and by a variety of organizations including oil and gas operators and service companies. Study of these events from the Human and Organizational Performance (HOP) perspective reveals shortcomings both in causal analysis and the resulting activities presented as corrective actions. The paper presents new methods of incident / unplanned event analysis directly applicable to Human and Organizational Performance issues, specifically "2Box Analysis" and "HPA - Human Performance Analysis". This paper is based upon and additive to the Author's 2023 / 2024 SPE Distinguished Lecturer presentation.