HOP · Investigations

What made sense to the worker at the time?

The question that reorganizes an investigation. Most teams skip past it. The ones who don't get a different incident report.

May 4, 2026·8 min

The first time I asked this question on a site, it was a refinery. A man had walked into a moving piece of equipment, and the report was already half-written before we got there. The findings said he was distracted. The corrective actions said retraining and a fresh sign-off on the procedure.

I asked the supervisor what made sense to the worker at the time. He looked at me like I'd said something rude.

The question reframes the room.

Most investigations move in one direction. They start at the outcome and walk backward, looking for the moment someone made a wrong choice. The moment they find it, the investigation is done. We've located the failure. We can write the corrective action.

The problem is that the worker didn't experience the moment as a choice. They experienced it as a normal piece of work. They were doing what they'd been doing for six years. Something about the system in that moment told them this was fine.

The corrective action that follows from a bad-choice story is always more training and more supervision. The corrective action that follows from a what-made-sense story is almost always a redesign of the work itself.

That's the difference. That's why HOP teams ask the question even when it makes the room uncomfortable.

What it costs you to ask it.

You're going to hear some things you don't want to hear. The PPE isn't where it's supposed to be. The procedure assumes a working tool that hasn't been working for three months. The training video plays in a language some of the crew doesn't read at speed. The signal that you wanted to be obvious is two screens deep in a control system.

These things were already true. You just hadn't asked in a way that surfaced them.

What to do with what you hear.

  • Resist the urge to write a corrective action in the meeting. The first version will always be more compliance and more supervision. Sit with the discomfort for a day.
  • Take the question to the floor. If you investigate without operators in the room, you've already decided the answer.
  • Redesign before you retrain. Training is what we reach for when we can't think of anything else. Make sure you've thought of everything else first.

The harder thing.

The hardest part of this work isn't asking the question. It's hearing the answer and then doing something with it that doesn't make anyone's life worse. That's where the practice lives. That's why one Learning Team is worth a year of audits.

If you want to try this on a real incident in your operation, that's the part of the work I help with. Bring me one. We'll see what changes.

Eduardo Lan
Eduardo Lan
Culture, Safety & AI Integration Consultant

Consulting work that touches oil and gas, mining, manufacturing, utilities, and construction, in English and Spanish.

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