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International Travel
and Safety
LIVING AND
WORKING IN A
RISKIER WORLD
PROFESSION – INNOVATION – DIVERSITY
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
International Travel and Safety /
Duty-of-Care: The Falck Group approach
2
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Speaker presentation:
Morten Poulsen-Hansen
3
New Business Development
• Fortune 500 / FTSE 100
company value chains /
business models
• Key challenges and risks
• Mapping of best practices
• Project management
• Stakeholder management
Experience
Postgraduate degrees in
political science, history,
war and strategy
• Historical analysis
• Quantitative and qualitative
methodology
• Strategy
Experience
Interrogation, liaison, and
intelligence officer
• Interrogation techniques
• Intelligence collection and
analysis
• Scenario building
• Practical business
continuity management
Experience
2001-2008, Washington DC & London
1989-2000, Denmark, former Yugoslavia, UN and NATO
1994-2000, Copenhagen & London
2008-, Copenhagen
Enterprise Risk
Management
• Production, shipping and
service value chains
• Listed and privately-held
businesses
• Bottom-up ERM process
• Alignment with ISO31000
Experience
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
AssistanceEmergency
Falck: “Always there”
Falck is the leading
international private
provider of emergency
services and the only inter-
continental ambulance
provider.
Safety Services
Falck is the leading global
provider of offshore and
maritime safety training.
Healthcare
Falck is the leading Nordic
provider of private
healthcare services.
Falck is the leading Nordic
provider of auto and home
assistance services.
4
For more than 100 years, it has been
Falck’s mission to prevent accidents,
disease and emergency situations, to
rescue and assist people in
emergencies quickly and competently
and to rehabilitate people after illness
and injury.
• 2014 revenues ~2 EUR billion
• Revenue CAGR 04-13: 12.8%
• Strong organic CAGR 05-13: 6.7%
• >60 acquisitions since 2005
• Strategic expansion into US, Latin
America and Australia in 2010,
2011 and 2013
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Falck: ever-expanding demand-driven
global presence
5
•Emergency & Clinics
•Assistance
•Healthcare
•Safety Services
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Why Travel Risk Management &
Duty-of-Care?
6
A simple diagnostic: Four forces determine Falck Group’s need for Travel Risk Management & Duty-of-Care
Risk Tolerance
Global Operations
Dependency on Scarce Talent
Stakeholder Expectations
Low High
Low High
Low High
Low High
Falck never says no. Part of
our DNA. We have to make it
work, irrespective of risks.
Across Pre-hospital,
Firefighting, Training,
Consulting services.
Presence in 45 countries going
on 180. Africa, Middle East,
LatAm, Asia.
Technicians, engineers,
doctors, paramedics, nurses,
group staff (business
developers, auditors,
controllers).
Public opinion very vocal;
numerous government clients
and top-tier global and local
companies.
If you are sliding the gauge towards the right hand side on
three or all four dimensions, you should at least consider
implementing a duty-of-care infrastructure. It could have net
benefits to your company. And perhaps save your employees.
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Duty-of-Care Components
7
• Falck’s and employees’ obligations.
• Information easily accessible.
• Introduces risk-based approach to
business travels (training required,
preparation before trip, and
behaviour/support during trip, and
post-travel debriefing).
• Employees are enrolled in baseline
training based on historical and likely
future travel patterns, and level of
experience.
• Travel safety and first-aid training.
Travel Policy / Duty-of-Care portal Baseline and refresher training
• Access to security manager or medical
staff at FGA for pre-travel advice if
travelling to Medium Risk, High Risk,
and Extreme Risk destination.
• Access to detailed and up-to-date
intelligence reports through portal.
• Mitigating actions during trip, e.g.:
– Vetted driver/close protection
– Helicopter on high readiness
– Satellite phone, tracking devices
– Daily contact with FGA Operations
– Immediate notification of traveller in
case of increased risks
– Local safe house or evacuation
Pre-travel advice / Intelligence Mitigating actions during trip
• Risk-based approach to enforcement
of mandatory installation of travel
tracker, or manual upload of itinerary
to travel tracker engine.
• Vast majority of trips captured today.
Travel tracking
• If incident occurs, FGA is able to
respond due to pre-trip planning,
existing assets and global network.
• Group Crisis Management Committee
is convened together with regional and
local incident management teams, if
required by the nature of the incident.
Response capability if incident
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Duty-of-Care Portal
8
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Risk Levels
9
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Guidelines
10
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Training
11
Thanks for your support !
Questions?
risk@falck.com
Thanks for your support !
International
Travel & Safety
Tim Willis
International SOS /
Control Risks
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Integrated Travel Risk Management Process
Assess
Company
Risks
Plan
Strategically
Develop
Policies &
Procedures
Manage
Global
Mobility
Communicate,
Educate, Train
Track & Inform
Advise, Assist,
Evacuate
Control &
Analyse
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
•Crisis Management
•Emergency Response
•Business Continuity
Embedding resilience
•Time
•Incident
•Prepare Respond Recover
•Exercise Audit Review
•Develop Policies & Procedures
•Business Analysis & Strategic Planning
•Communicate, Educate, Train
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Crisis characteristics
 Element of surprise
 Perceived or real loss of control
 No immediate obvious solutions
 Shortage of time
 Events outpace responses (especially in early stages)
 Escalating flow of events
 Insufficient information
 Lack of resources
 Key players adopt ‘siege’ mentality
 Regular decision-making processes are disrupted
 Promote short-term management focus
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
• P eople
• E nvironment
• A ssets
• R eputation
• S takeholders
•Crisis management – imperative
• What should we be trying to protect in a crisis?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Companies will not be blamed for the
events that lead to an evacuation…
…but they will certainly be measured and
held accountable for their level of
preparedness and results: Duty of Care!
•Why plan for Evacuations ?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Corporate
•What is the level
of preparedness
across all our
business
locations?
Country Manager
Employee
•Considerations
•What should I do
and what
are my
responsibilities?
•How do I
communicate with
my company
during this
situation?
•What will my
company do to
support me
and my
dependants?
•What are our
options and plan
of action for
evacuation, who is
doing what?
•How do I ensure
the safety of my
employees, who &
where are they?
•How do we keep
updated about the
situation?
•How do we
support our
businesses and
what decisions
are needed?
•How do I
minimise the
impact on my
business
operations?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
•Preparation •Action
•Return to
Normality
•Preparation •Action
•Return to
Normality
•Compliance
& Validation
•Analysis &
Mitigation
Your priority will be to safely carry on essential business functions and / or get back
to normal operations as quickly as possible.
•Why plan for Evacuations ?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
• Lack of reliable info & intelligence
• Over-dramatised media reports
• Collapse of infrastructure
• Service providers drop out
• Poor communications
• Opportunity crimes
• Embassies overstrained
• No visibility on employees
• No situational awareness
• Sympathetic pressures –
everyone else is leaving
• “Something must be done!”
•External Context •Internal Context
•Why plan for Evacuations ?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Objectives
Define your objectives and priorities:
• Corporate Objectives
• Regional Aims
• Business Unit Guidelines
• Need for agreed common approach
• Communicated to all managers
These must be clearly defined and understood. Objectives might include:
• Ensure safety of staff
• Safeguard business interests and assets
• Retain goodwill of host government
• Allow for the option to return
• Relationship with other partners, such as suppliers and subcontractors
• Defining company policy on who is covered – staff, partners, sub-
contractors, extended families and family staff
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
• Essential personnel – by business analysis ...!
• Non-essential personnel – travellers, families, medical cases?
• Local nationals – what is your policy, especially vis-à-vis practical issues?
Objectives
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Implementation of objectives
 Each level of the plan must state the objective for that level of management
 All objectives must be agreed by the overall management structure and the
management teams at all levels
Irrespective of objectives,
the principles of a successful evacuation remain constant:
 Timely Preparation
 Timely Decision Making
 Centralised Control
 Secure Movement
 Good communication underpins all of this
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Why Evacuate?
 External Conflicts/War
 Terrorism/Civil War
 Political Instability
 Economic Problems
 Health Epidemics
 Natural Disaster
 Diplomatic Relations
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Risk Indicators
Disease Should be defined in evacuation plans, however
information should be derived from various
sources such as Specialist Risk Consultancies,
Government advisories
Violent Crime/
Kidnapping/Extortion
Civil Unrest
Terrorism
War
Politically Motivated
Violence
Triggers
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
•Concept of Operations
•Local
Assembly
Areas
•Evacuee
Assembly
Area
•Port of
Departure
•Safe
Haven
•Homes /
Workplaces
•Local
Assembly
Areas
•© 2013 Travel Security Services, Ltd. All Rights Reserved.
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
•Concept of Operations – STAND FAST
•Local
Assembly
Areas
•Evacuee
Assembly
Area
•Port of
Departure
•Safe
Haven
•Homes /
Workplaces
•Local
Assembly
Areas
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
• Evacuation planning is important, but rarely urgent – until it is too late.
• Consider only the (travel) risk rating of a country, rather than volatility and
exposure (e.g. Burundi May 2015, Burkina Faso September 2015).
•Barriers to Good Evac Planning
• Evacuation plans require rehearsal &
regular review.
• Connect local evacuation plan with
regional or corporate crisis
management plans.
• Risk Psychology – esp. the “Frog in
Boiling Water”.
Thanks for your support !
Questions?
BRUSSELS, 20-21 October
www.ferma.eu
FORUM 2015
Venice, Italy 4-7 October
Don’t forget!
Your evaluation and comments are the only way for
FERMA to obtain information in order to improve the quality
of the sessions
• Please fill in the documents given to you by our
hostesses
Or
• Use the mobile application and earn points for the
Leaderboard game!
31

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2015.10.06 international travel and safety

  • 1. International Travel and Safety LIVING AND WORKING IN A RISKIER WORLD PROFESSION – INNOVATION – DIVERSITY
  • 2. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October International Travel and Safety / Duty-of-Care: The Falck Group approach 2
  • 3. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Speaker presentation: Morten Poulsen-Hansen 3 New Business Development • Fortune 500 / FTSE 100 company value chains / business models • Key challenges and risks • Mapping of best practices • Project management • Stakeholder management Experience Postgraduate degrees in political science, history, war and strategy • Historical analysis • Quantitative and qualitative methodology • Strategy Experience Interrogation, liaison, and intelligence officer • Interrogation techniques • Intelligence collection and analysis • Scenario building • Practical business continuity management Experience 2001-2008, Washington DC & London 1989-2000, Denmark, former Yugoslavia, UN and NATO 1994-2000, Copenhagen & London 2008-, Copenhagen Enterprise Risk Management • Production, shipping and service value chains • Listed and privately-held businesses • Bottom-up ERM process • Alignment with ISO31000 Experience
  • 4. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October AssistanceEmergency Falck: “Always there” Falck is the leading international private provider of emergency services and the only inter- continental ambulance provider. Safety Services Falck is the leading global provider of offshore and maritime safety training. Healthcare Falck is the leading Nordic provider of private healthcare services. Falck is the leading Nordic provider of auto and home assistance services. 4 For more than 100 years, it has been Falck’s mission to prevent accidents, disease and emergency situations, to rescue and assist people in emergencies quickly and competently and to rehabilitate people after illness and injury. • 2014 revenues ~2 EUR billion • Revenue CAGR 04-13: 12.8% • Strong organic CAGR 05-13: 6.7% • >60 acquisitions since 2005 • Strategic expansion into US, Latin America and Australia in 2010, 2011 and 2013
  • 5. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Falck: ever-expanding demand-driven global presence 5 •Emergency & Clinics •Assistance •Healthcare •Safety Services
  • 6. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Why Travel Risk Management & Duty-of-Care? 6 A simple diagnostic: Four forces determine Falck Group’s need for Travel Risk Management & Duty-of-Care Risk Tolerance Global Operations Dependency on Scarce Talent Stakeholder Expectations Low High Low High Low High Low High Falck never says no. Part of our DNA. We have to make it work, irrespective of risks. Across Pre-hospital, Firefighting, Training, Consulting services. Presence in 45 countries going on 180. Africa, Middle East, LatAm, Asia. Technicians, engineers, doctors, paramedics, nurses, group staff (business developers, auditors, controllers). Public opinion very vocal; numerous government clients and top-tier global and local companies. If you are sliding the gauge towards the right hand side on three or all four dimensions, you should at least consider implementing a duty-of-care infrastructure. It could have net benefits to your company. And perhaps save your employees.
  • 7. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Duty-of-Care Components 7 • Falck’s and employees’ obligations. • Information easily accessible. • Introduces risk-based approach to business travels (training required, preparation before trip, and behaviour/support during trip, and post-travel debriefing). • Employees are enrolled in baseline training based on historical and likely future travel patterns, and level of experience. • Travel safety and first-aid training. Travel Policy / Duty-of-Care portal Baseline and refresher training • Access to security manager or medical staff at FGA for pre-travel advice if travelling to Medium Risk, High Risk, and Extreme Risk destination. • Access to detailed and up-to-date intelligence reports through portal. • Mitigating actions during trip, e.g.: – Vetted driver/close protection – Helicopter on high readiness – Satellite phone, tracking devices – Daily contact with FGA Operations – Immediate notification of traveller in case of increased risks – Local safe house or evacuation Pre-travel advice / Intelligence Mitigating actions during trip • Risk-based approach to enforcement of mandatory installation of travel tracker, or manual upload of itinerary to travel tracker engine. • Vast majority of trips captured today. Travel tracking • If incident occurs, FGA is able to respond due to pre-trip planning, existing assets and global network. • Group Crisis Management Committee is convened together with regional and local incident management teams, if required by the nature of the incident. Response capability if incident
  • 8. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Duty-of-Care Portal 8
  • 9. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Risk Levels 9
  • 10. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Guidelines 10
  • 11. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Training 11
  • 12. Thanks for your support ! Questions? risk@falck.com
  • 13. Thanks for your support ! International Travel & Safety Tim Willis International SOS / Control Risks
  • 14. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Integrated Travel Risk Management Process Assess Company Risks Plan Strategically Develop Policies & Procedures Manage Global Mobility Communicate, Educate, Train Track & Inform Advise, Assist, Evacuate Control & Analyse
  • 15. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October •Crisis Management •Emergency Response •Business Continuity Embedding resilience •Time •Incident •Prepare Respond Recover •Exercise Audit Review •Develop Policies & Procedures •Business Analysis & Strategic Planning •Communicate, Educate, Train
  • 16. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Crisis characteristics  Element of surprise  Perceived or real loss of control  No immediate obvious solutions  Shortage of time  Events outpace responses (especially in early stages)  Escalating flow of events  Insufficient information  Lack of resources  Key players adopt ‘siege’ mentality  Regular decision-making processes are disrupted  Promote short-term management focus
  • 17. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October • P eople • E nvironment • A ssets • R eputation • S takeholders •Crisis management – imperative • What should we be trying to protect in a crisis?
  • 18. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Companies will not be blamed for the events that lead to an evacuation… …but they will certainly be measured and held accountable for their level of preparedness and results: Duty of Care! •Why plan for Evacuations ?
  • 19. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Corporate •What is the level of preparedness across all our business locations? Country Manager Employee •Considerations •What should I do and what are my responsibilities? •How do I communicate with my company during this situation? •What will my company do to support me and my dependants? •What are our options and plan of action for evacuation, who is doing what? •How do I ensure the safety of my employees, who & where are they? •How do we keep updated about the situation? •How do we support our businesses and what decisions are needed? •How do I minimise the impact on my business operations?
  • 20. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October •Preparation •Action •Return to Normality •Preparation •Action •Return to Normality •Compliance & Validation •Analysis & Mitigation Your priority will be to safely carry on essential business functions and / or get back to normal operations as quickly as possible. •Why plan for Evacuations ?
  • 21. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October • Lack of reliable info & intelligence • Over-dramatised media reports • Collapse of infrastructure • Service providers drop out • Poor communications • Opportunity crimes • Embassies overstrained • No visibility on employees • No situational awareness • Sympathetic pressures – everyone else is leaving • “Something must be done!” •External Context •Internal Context •Why plan for Evacuations ?
  • 22. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Objectives Define your objectives and priorities: • Corporate Objectives • Regional Aims • Business Unit Guidelines • Need for agreed common approach • Communicated to all managers These must be clearly defined and understood. Objectives might include: • Ensure safety of staff • Safeguard business interests and assets • Retain goodwill of host government • Allow for the option to return • Relationship with other partners, such as suppliers and subcontractors • Defining company policy on who is covered – staff, partners, sub- contractors, extended families and family staff
  • 23. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October • Essential personnel – by business analysis ...! • Non-essential personnel – travellers, families, medical cases? • Local nationals – what is your policy, especially vis-à-vis practical issues? Objectives
  • 24. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Implementation of objectives  Each level of the plan must state the objective for that level of management  All objectives must be agreed by the overall management structure and the management teams at all levels Irrespective of objectives, the principles of a successful evacuation remain constant:  Timely Preparation  Timely Decision Making  Centralised Control  Secure Movement  Good communication underpins all of this
  • 25. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Why Evacuate?  External Conflicts/War  Terrorism/Civil War  Political Instability  Economic Problems  Health Epidemics  Natural Disaster  Diplomatic Relations
  • 26. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Risk Indicators Disease Should be defined in evacuation plans, however information should be derived from various sources such as Specialist Risk Consultancies, Government advisories Violent Crime/ Kidnapping/Extortion Civil Unrest Terrorism War Politically Motivated Violence Triggers
  • 27. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October •Concept of Operations •Local Assembly Areas •Evacuee Assembly Area •Port of Departure •Safe Haven •Homes / Workplaces •Local Assembly Areas •© 2013 Travel Security Services, Ltd. All Rights Reserved.
  • 28. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October •Concept of Operations – STAND FAST •Local Assembly Areas •Evacuee Assembly Area •Port of Departure •Safe Haven •Homes / Workplaces •Local Assembly Areas
  • 29. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October • Evacuation planning is important, but rarely urgent – until it is too late. • Consider only the (travel) risk rating of a country, rather than volatility and exposure (e.g. Burundi May 2015, Burkina Faso September 2015). •Barriers to Good Evac Planning • Evacuation plans require rehearsal & regular review. • Connect local evacuation plan with regional or corporate crisis management plans. • Risk Psychology – esp. the “Frog in Boiling Water”.
  • 30. Thanks for your support ! Questions?
  • 31. BRUSSELS, 20-21 October www.ferma.eu FORUM 2015 Venice, Italy 4-7 October Don’t forget! Your evaluation and comments are the only way for FERMA to obtain information in order to improve the quality of the sessions • Please fill in the documents given to you by our hostesses Or • Use the mobile application and earn points for the Leaderboard game! 31