Open your note-taking sheet

Type your notes straight into the structured sheet, then copy or download them at the end.

Open sheet →
  1. What practice is being described?
    • What happens? Who is involved?
    • When does it happen? What starts the process?
    • What happens after?
  2. What makes the practice useful?
    • Why do people use it? Why do people trust it?
    • What does the supervisor, manager, or leader do that helps?
    • What does the crew do that helps? What follow-up happens?
  3. What makes it work in practice?
    • What helps the practice work well? What makes it harder?
    • Does it work differently across crews, shifts, sites, or contractors?
  4. What does the practice say about safety culture?
    • Trust? Speaking up? Leadership? Learning? Accountability?
  5. What should be remembered from this discussion?

    Try to finish these two sentences:

    • "This practice works well because…"
    • "This tells us our safety culture…"
Write this way Not this way
"Workers said follow-up helps people trust the process."
"Management is bad at follow-up."
"The practice works better on some shifts than others."
"Night shift does it wrong."
"The group said the process is useful when supervisors respond quickly."
"Supervisors must respond faster."

Most of the time, let the Informant and Active Listener talk. But you are allowed to speak briefly to help the group capture the learning.

Keep your comments short. Do not take over the Active Listener's role.

If there is judging, blaming, or solving, gently bring the discussion back.

Discussion Cards

Open the card deck to see the dimension and card the Informant is working from.

Open cards →