1 MESH General Assessor - Intro, Overview- 2015.pptx

© 2013 Eaton. All Rights Reserved..
MESH General Assessor Training - 2015
Module 1 - Introduction and Overview

2
Welcome
• Review Plant Emergency Procedures
• Introductions
• Name
• Location
• Role
• Time with Eaton
• Experience with Eaton Assessments
(MESH/EBE/ISO, etc.)
• Expectations for the training

3
Course Objectives
At the end of this training you will be able to:
• Understand the MESH assessment process
• Understand the various MESH assessment
components
• Understand your role as a MESH assessor and
expectations
• Participate as an assessor in Corporate MESH
assessments as well as apply the same criteria
when completing a self- assessment

4
Ground Rules
• If you need to take a call or check in with your facility …..use
break time or leave the room so as not to disturb the class.
• Be on time – when we take a break please come back on
time so we can get started with the full group.
• Participation is encouraged! Ask questions. Make sure you
understand the process

5
Agenda Assessor Training
DAY 1 DAY 2
Introduction Team Exercise – Element Review
Overview MESH/ISO/OHSAS Preparing Assessment Findings
MESH Self-Assessments Mgmt. System – Root Cause Analysis
MESH Corp. Assessments Process Closing Presentation
Conducting Assessment Material Issues
Enhesa Scorecards Next Steps / Wrap Up

6
What is a Management System?
The way we do things...
MESH
Eaton’s way of managing
Environment, Health & Safety

7
What is MESH?
• EHS Management System
• Risk Based Approach
• Compliance Assurance
• Site Specific Process
• Performance Based Assessment
Management System for Environment,
Safety, Security and Health
ISO 14001
OHSAS 18001
Eaton Minimum
Requirements
ENHESA
SCORECARD
MESH
+ Country
+ State
Requirements

8

9
MESH Components
Results
(Positive Outcomes)
Process & Compliance
(Risk Mitigation & Legal Compliance)
Culture
(Behaviors & Leadership) =

 Monitor and Measure Processes
 Track EHS Performance
 Evaluate EHS Compliance (Legal and MESH)
 Internal and 3rd Party Assessments
 Benchmark
 Conduct Emergency Drills
 Implement Corrective and Preventive Actions
 Staff/Establish Accountability – e.g., EHS
Manager, Cross Functional MESH
Teams
 Obtain Required Permits, Approvals
 Implement Operational Controls
 Deploy MESH Procedures
 Conduct EHS Training
 Communicate on EHS Activities/
Performance
 Create Relevant EHS Documentation
 Respond to Emergencies
 Conduct Management Reviews
 Track Action Plans to Closure
 Identify Opportunities for Improvement
 Review APEX Performance Against Goals
 Set EHS Vision and Policy
 Define Legal and Other Requirements
(Government, Corporate)
 Assess Risk - Safety Hazards and Environmental
Impacts (Site and Workstation Level)
 Define Roles and Responsibilities
 Establish EHS Training Matrix and Plan
 Plan for Emergencies
 Set Relevant EHS Objectives &Targets
 Create Communications Plan
 Establish EHS Measures for Apex
PLAN
ACT
DO
CHECK

11
Role of MESH
Recognition &
Evaluation of Risks
Implementation
of Controls
PREVENTION
Results = 0 &100%
HAZARDS &
ASPECTS
MESH assessments (corporate and self) seek to understand gaps in the
deployment of MESH and identify opportunities for continuous improvement
Regulatory
Country – State – Local
Read & understand how it applies
LSR’s – no compromise for one’s life
Right thing to do
What makes sense to
control the risk
MESH Elements
Eaton’s Minimum
expectations
100% Compliance
0 – regulatory non-conformances
0 – NOV
100% Inherently Safe
0 - Injuries/Illnesses
0 – Fires/explosions
0 – Security issues
100% Environmentally Friendly
0 – Environmental Impacts

12
Assessment of the “MESH Process”
Corporate MESH Assessments will
assess - Process & Compliance, Results
Operations Assessments (OpA)
will assess - Culture

13
13
OpA Categories and Sub-categories
Category Sub-categories
Continuous Improvement
Culture
Leadership
Deployment
Communication
Employee Engagement and Recognition
Value Stream Measures
Tools Competence and
Application
EHS
Quality
ELSS
Materials Management
PROLaunch

14
MESH Assessment Cycle
• MESH Assessments
• Corporate – minimum of once in a 3 year cycle and performed with ISO/OSHAS
team as appropriate
• Self – annually completed. In year of corporate assessment the site must assess
all elements that were not assessed during the corporate assessment
• Further MESH Assessments
• Sites with Corporate scores less than 75% during the previous year
• Full MESH Assessment will be completed based on current year criteria

15
Corp Assessment Team and Process
• Scheduled for 4 days – (varies depending on size of Site)
• Start on Monday afternoon – Friday Morning closing
• Assessment Teams – Lead and 3 assessors
• Allow for thorough review of targeted 20 MESH elements
• On-the-job (OTJ) for new leads and assessors
• Allow the Lead to lead the team – provide coaching to the
assessors, review of progress, direction to the team

16
Assessment
Elements
• 20 Elements Assessed
• 17 Mandatory –
• All Environmental* and LSR
elements – must be reviewed
even if site views as not
applicable – the assessment
team must review and
document their evaluation
• 3 additional elements selected
by the SRMs and Business
Liaisons
• Additional elements beyond the
20 may be added by the region
Category Element Mandatory
1.0 General
Requirements
Planning 1
1.0 General
Requirements
Checking 2
1.0 General
Requirements
Security 3
1.0 General
Requirements
Legal Compliance Standards 4
2.0 Air Emission
Management
Air Emission Management and
Minimization
5
3.0 Water
Management
Water Management and
Conservation
6
3.0 Water
Management
Stormwater Management 7
4.0 Waste
Management
Waste Management and
Minimization
8
8.0 Process Safety Energy Control 9
8.0 Process Safety Machine Guarding 10
8.0 Process Safety Confined Space Entry - NEW 11
8.0 Process Safety Fall Protection & Ladders - NEW 12
8.0 Process Safety Electrical Safe Work Practices 13
8.0 Process Safety Industrial Truck Operations -
NEW
14
8.0 Process Safety Machining Safety 15
9.0 Emergency
Preparedness /
Response
Emergency Preparedness,
Response, and Communication
16
10.0 Occupational
Health
Exposure Assessment and
Control
17
*All Environmental topics from a MESH
standpoint apply to all sites and must be
assessed. All sites may not require permits to
operate (air, water, etc.) but the MESH
requirements for inventory, maps and basic
operational controls apply and must be in
place and assessed.

17
MESH Assessment - Findings
• Regulatory/Compliance
• Gaps in Country & State requirements
• MESH Process
• Gaps in Eaton minimum requirements
• ISO 14001 & OHSAS 18001
• Management System weaknesses (linkage to MESH
Process)
• Observations
• EHS Material Issues
• Determined by Lead, SRM, and EHS Legal
• Repeat
• Same question from previous Corp Assessment

18
Repeat Findings
• A finding is considered repeat when the same question has been
answered NO on the current Corp. MESH Assessment and the
previous Corp. MESH Assessment
• Lead Assessors will obtain a copy the “Findings” tab from the
previous Corporate MESH Assessment Enhesa scorecard posted
on the EHS Global ERG.
• Each assessor will need to compare current findings to the previous
list of findings and identify any repeat findings.

19
Root Cause Analysis of Findings
• Linkage of the management system weakness &
Development of preventive action plans
• During the assessments root cause training and analysis will be
completed with the Site Leadership team and EHS team
• Review of findings (symptoms) and identifying the management
system weakness and develop preventive actions
• Prevent repeat findings

20
• Corrective & preventative actions must be entered into MESHSuite within 1
week after closing meeting of the assessment
• Timing for closure of assessment findings
• Corrective Actions – immediate fixes
• Immediate – Material EHS issues
• 30 days – Regulatory compliance
• 90 days – MESH process
 Preventive Actions – addresses management system issues. Closure based on risk analysis of
the finding.
• 60 days – High risk
• 90 days – Medium risk
• 120 days – Low risk
• Sub Regional Mgr will validate closures of actions plans and any extension of
due dates
Corrective & Preventive Action Plans (CAPAs)
EHS Monthly Report will list sites who have not closed 90% of
regulatory findings in 30 days

21
Corporate MESH Assessment Results
Foundation
< 90% P&C
Material issue(s)
present
• “Level of Performance” will be provided.
• Numerical scores will not be used
• Eaton’s minimum expectation is Demonstrating level
• Total of 90% score (MESH & Legal requirements assessed)
AND no material issues
• NOTE: If the site has a material issue(s) as defined by EHS
Legal then the site will automatically be considered
Foundation level.
Demonstrating
> 90% P&C
AND
No material issues
Performing
> 90% on multiple
assessments
Excelling
> 95% on multiple
assessments
For acquisitions that did not have a baseline compliance assessment during integration*, the first
MESH Assessment will be considered as a baseline and will not be considered in EBE scoring
(*) – applies to all former Cooper Sites

22
Closing Presentation
• The final slides of the MESH Assessment
Closing presentation includes an Executive
Summary and a scoring page.
• Executive Summary – the lead Assessor must
complete a slide with a high level summary of
the assessment. These slides will be send up
the business leadership through Sandy Cutler.
• Please download the 2015 version of the closing
presentation from the EHS Global ERG.

23
23
MESH Assessment – Executive Summary
• Key Facts/Overall Summary
• Facility - employees [#], [products/business], Plant Leader in role [x time], EHS personnel in role [x
time] supported by [x#] EHS professionals/technicians
• Overall score [x% ] (Eaton target = 90%); [no or #] material finding identified
• Material Issues Identified
• Describe issue
• Management System Themes
• Positive themes
• Opportunities
• x
• x
• Life Safety Concerns
• Example: Lifting devices – Lack of load rating control and inspection prior use
• Example: Emergency Exit – identified an emergency exit door that was not operational
• [Note: This is not a material issue findings section]
[plant name]

24
24
Corporate MESH Assessment Results
[Insert Facility Name]
MESH Element
% Compliance
SELF CORP
#
Regulatory
# Repeat
Regulatory
#
MESH
# Repeat
MESH
Material
Issue
General % %
Air % %
Water % %
Waste % %
Chemicals % %
Hazardous
Materials
% %
Safety % %
Process Safety % %
Emergency
Preparedness
% %
Occupational
Health
% %
TOTAL % %
LEVEL OF
PERFORMANCE
Foundation
Demonstrating
Performing
Excelling
# of ISO
Findings
# of
Repeat
ISO
ISO
Major
ISO
Minor

25
MESH Score Impact on EBEA and OpA
Site must receive a MESH “Demonstrating”
level of performance (i.e., >90%) or higher on
the most recent corporate MESH assessment
with no material issues in order to receive an
EBEA performance level of “Demonstrating”
or higher on the EBE Assessment.
• A site scoring <90% but >75% may close
out items and have those items validated
as closed by the EHS SRM. This includes
validation for any material issues.
• A site scoring <75% must have another
full assessment the following year and
have a score >90% with no material
issues to achieve “Demonstrating” on
EBEA.
Site must receive a MESH “Demonstrating”
level of performance (i.e., >90%) or higher
on the most recent corporate MESH
assessment with no material issues AND
meet all elements of “Foundation” and
“Demonstrating” levels of performance in the
OpA EHS criteria in order to receive an OpA
performance level of “Demonstrating” on the
OpA EHS Category.
• Validated closure of corporate MESH
assessment findings is not applicable in
the OpA process.
• EHS performance on the OpA does not
impact the results of an EBE
Assessment.
EBEA OpA
• For acquisitions that did not have a baseline compliance assessment during integration*, the first MESH Assessment will be considered as a
baseline and will not be considered in EBE scoring.
• In certain instances, an integration site will go through EBEA and OpA prior to having a corporate MESH assessment. When this occurs,
corporate EHS will work with the EBE and OpA program offices to establish criteria for receiving a “Demonstrating” level of performance.
(*) – applies to all former Cooper Sites

26
Enhesa Scorecards - Audit Application
• Corporate and Self Assessments
will be conducted using Enhesa
scorecards
• Corrective and preventive action
plans will be linked to the findings
and tracked to closure in either
MESH Suite or SHMS

27
Corporate MESH Assessment Performance
2012-2015 (Mid-July)
• Assessment scores have gradually improved since 2012, but we
are not making step changes in performance.
• Significant improvement in close-out of regulatory findings.
• Unacceptable percentage of assessments with material findings.
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
MESH Assessment Score 30-Day Closure Rate - Reg
Findings
Sites with Material Issues
2012
2013
2014
2015

28
Assessment Scores By Element
70
75
80
85
90
95
100
Machine
Guarding
Noise
Ergonomics
Energy
Control
Machine
Safety
Cranes,
Hoists
and
Lifts
Incident/Medical
Management
Emergency
Prep
and
Response
Exposure
Assessment
PPE
Corporate Assessment
Self Assessment
Lowest Scoring Elements Highest Scoring Elements

29
Performance on Subsequent Assessments
• Many Eaton legacy sites are
entering their third cycle of
corporate MESH assessments
(using current methodology)
• Even though the average score
on the third cycle is slightly
lower (top chart), on a site basis
performance is improving
(bottom chart). [Note: Third
cycle is based on limited data]
65%
70%
75%
80%
85%
90%
95%
Eaton - Total Electrical Vehicle Hydraulics Aerospace
MESH
Assessment
Score
Performance by Assessment Cycle
1st Assessment 2nd Assessment 3rd Assessment Goal
0%
5%
10%
15%
20%
Eaton - Total Electrical Vehicle Hydraulics Aerospace
Percent
Improvement
Performance Improvement
Average Improvement - First to Second Assessment
Average Improvement - Second to Third Assessment

30

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