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Harvard Case - Safety and Health at a Non-Profit: How Much is Enough?

"Safety and Health at a Non-Profit: How Much is Enough?" Harvard business case study is written by Mike Annett. It deals with the challenges in the field of Human Resource Management. The case study is 15 page(s) long and it was first published on : Dec 31, 2023

At Fern Fort University, we recommend a comprehensive approach to enhancing workplace safety and health, focusing on a shift in organizational culture, robust employee engagement, and a data-driven approach to risk management. This strategy will prioritize employee well-being, minimize workplace hazards, and ultimately contribute to the long-term sustainability and success of the organization.

2. Background

Fern Fort University, a non-profit organization dedicated to providing educational opportunities to underserved communities, faces a critical challenge: balancing its commitment to cost-effectiveness with the need to prioritize employee safety and health. The case study highlights a series of incidents, including a serious injury and a near-miss, which raise concerns about the effectiveness of the current safety protocols and the overall organizational culture surrounding safety.

The main protagonists in this case are:

  • Dr. Susannah Miller: The President of Fern Fort University, responsible for overall strategic direction and resource allocation.
  • The Board of Directors: Responsible for oversight and approval of major decisions, including budgetary allocations.
  • The Safety Committee: A group of employees tasked with identifying and addressing safety concerns.
  • The Employees: The individuals directly impacted by workplace safety and health practices.

3. Analysis of the Case Study

The case study reveals several key issues:

  • Lack of a Strong Safety Culture: The existing safety culture at Fern Fort University appears to be reactive rather than proactive, with a focus on compliance rather than genuine employee well-being. This is evident in the lack of employee engagement in safety initiatives, the perception of safety as an additional burden, and the absence of a clear line of communication regarding safety concerns.
  • Insufficient Resources and Training: The case study highlights the limited resources allocated to safety initiatives, including inadequate training programs and a lack of dedicated personnel for safety oversight. This contributes to a lack of awareness and understanding of safety protocols among employees.
  • Limited Data and Analytics: The university lacks a robust system for collecting and analyzing safety data, hindering its ability to identify trends, prioritize interventions, and measure the effectiveness of safety initiatives.
  • Leadership Communication and Commitment: The case study suggests a lack of clear and consistent communication from leadership regarding the importance of safety. This creates ambiguity about organizational priorities and weakens employee trust in the university's commitment to their well-being.

Framework: To analyze the situation, we can use the Human Resources Management (HRM) framework, focusing on the following key areas:

  • Talent Management: The university needs to prioritize employee safety and health as a core element of its talent management strategy. This includes attracting, retaining, and developing employees who value safety and are committed to creating a safe work environment.
  • Organizational Development: Fern Fort University requires a cultural shift towards a proactive safety culture. This involves fostering a sense of ownership and responsibility for safety among all employees, encouraging open communication, and promoting a culture of continuous improvement.
  • Performance Management: Safety performance should be integrated into employee performance evaluations, recognizing and rewarding employees who demonstrate commitment to safety practices.
  • Employee Engagement: The university needs to actively engage employees in safety initiatives, soliciting their feedback, and empowering them to participate in identifying and addressing safety concerns.
  • Training and Development: A comprehensive safety training program should be implemented, addressing specific risks, best practices, and emergency procedures. This program should be tailored to the specific needs of different departments and roles within the university.

4. Recommendations

To address the challenges outlined above, Fern Fort University should implement the following recommendations:

1. Cultivate a Proactive Safety Culture:

  • Leadership Commitment: The President and the Board of Directors should publicly articulate a clear commitment to employee safety and health, making it a core organizational value. This commitment should be reflected in resource allocation, communication, and decision-making.
  • Employee Engagement: Establish a robust employee safety program that actively engages employees in identifying and addressing safety concerns. This can include regular safety meetings, safety audits, and employee suggestion boxes.
  • Safety Champions: Identify and train safety champions in each department to promote safety awareness and act as liaisons between employees and the Safety Committee.
  • Open Communication: Create a culture of open communication where employees feel comfortable reporting safety concerns without fear of retribution.
  • Recognition and Rewards: Recognize and reward employees who demonstrate exemplary safety practices and contribute to a culture of safety.

2. Invest in Resources and Training:

  • Budget Allocation: Allocate sufficient resources to the safety program, including funding for training, equipment, and dedicated safety personnel.
  • Comprehensive Training Program: Develop a comprehensive safety training program that addresses specific risks associated with different departments and roles. This program should be mandatory for all employees and include regular refresher training.
  • Safety Equipment and Infrastructure: Ensure employees have access to appropriate safety equipment and that the university's infrastructure meets safety standards.

3. Leverage Data and Analytics:

  • Safety Data Collection: Implement a robust system for collecting and analyzing safety data, including incident reports, near-misses, and safety inspections.
  • Risk Assessment: Conduct regular risk assessments to identify potential hazards and prioritize interventions.
  • Performance Indicators: Establish key performance indicators (KPIs) to track the effectiveness of safety initiatives and measure progress towards safety goals.

4. Foster Leadership Development:

  • Leadership Training: Provide safety training and development opportunities for all leaders, equipping them with the knowledge and skills to effectively promote and manage safety within their teams.
  • Leadership Communication: Encourage leaders to regularly communicate about safety priorities, initiatives, and progress.
  • Accountability: Hold leaders accountable for promoting safety within their teams and ensuring compliance with safety protocols.

5. Basis of Recommendations

These recommendations are based on the following considerations:

  • Core Competencies and Mission: Prioritizing employee safety and health aligns with the university's mission of providing a safe and supportive learning environment for its students and staff.
  • External Customers and Internal Clients: A safe and healthy work environment is essential for attracting and retaining talented employees, ensuring the well-being of internal clients, and maintaining a positive reputation with external stakeholders.
  • Competitors: In the competitive landscape of higher education, a strong commitment to safety and health can be a differentiator, attracting students and employees who value a safe and secure work environment.
  • Attractiveness - Quantitative Measures: Investing in safety initiatives can lead to reduced workplace accidents, lower insurance premiums, and improved employee productivity, ultimately contributing to the university's financial sustainability.

6. Conclusion

By implementing these recommendations, Fern Fort University can create a culture of safety that prioritizes employee well-being, minimizes workplace hazards, and fosters a sense of trust and accountability. This will not only enhance the university's reputation but also contribute to its long-term success and sustainability.

7. Discussion

Alternatives:

  • Outsourcing Safety Management: The university could consider outsourcing safety management to a specialized firm, allowing them to leverage expertise and resources. However, this approach may compromise the level of employee engagement and internal ownership of safety initiatives.
  • Minimalist Approach: The university could choose to focus on minimal compliance with safety regulations, potentially resulting in a reactive approach to safety and a higher risk of accidents and injuries. This approach is not recommended as it undermines the university's commitment to employee well-being and could have negative consequences for its reputation and operations.

Risks and Key Assumptions:

  • Resistance to Change: Some employees may resist the implementation of new safety protocols and initiatives.
  • Resource Constraints: The university may face resource constraints in implementing all recommended initiatives.
  • Lack of Leadership Support: The success of the safety program depends on sustained leadership commitment and support.

Options Grid:

OptionProsCons
Comprehensive Safety Culture ShiftImproved employee well-being, reduced accidents, enhanced reputationRequires significant investment, potential resistance to change
Outsourcing Safety ManagementAccess to expertise and resources, reduced administrative burdenPotential loss of employee engagement, reduced control over safety practices
Minimalist ApproachLower initial investmentIncreased risk of accidents, negative impact on employee morale and reputation

8. Next Steps

Timeline:

  • Month 1: Form a task force to develop a comprehensive safety plan, including budget allocation and resource requirements.
  • Month 2: Conduct a thorough safety audit to identify existing hazards and prioritize interventions.
  • Month 3: Develop a comprehensive safety training program and begin implementation.
  • Month 4: Launch employee engagement initiatives, including safety meetings and suggestion boxes.
  • Month 6: Implement data collection and analysis systems to track safety performance and identify trends.
  • Ongoing: Continuously evaluate and refine the safety program based on data analysis and employee feedback.

By taking these steps, Fern Fort University can create a safe and healthy work environment that benefits its employees, students, and the entire community it serves.

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Case Description

Executive Director Nicole Fuhsel faced a difficult decision: Was she going to take a more resource-light approach and do the bare minimum to simply meet legal requirements for health and safety at the company, or take a more resource-heavy approach to develop a program that truly supported the health and safety of staff and satisfied her personal drive to 'go above and beyond'. With limited resources available (time, people, money) and negative implications inherent in both options, the decision will be difficult to make. The case provides an outline of LINX business operations - a not for profit disability service organization that is heavily reliant on government grants, Nicole Fuhsel's background, and the current state of the safety program and staff-focused safety issues. There is no direct timeline or due date pressing upon Fuhsel. The Government of Alberta has already suggested that LINX' program is minimally sufficient and therefore there is not a legal compliance rationale to further develop the program. The question is whether Fuhsel decides to invest scarce resources to making improvements to the program to better support the safety of her staff and satisfy her personal drive for program excellence, or leaves the program as it is.

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