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A talent leader’s guide to critical role planning

To thrive amid massive changes from economic upheavals to AI transformation, today’s organizations must be able to adapt, recover, and grow stronger in the face of adversity – they must build resilience.

What truly makes an organization resilient? It’s not just strategic plans or operational efficiency; fundamentally, it’s about people. Resilient organizations are those that recognize the critical roles within their teams, nurture talent, and create a culture where adaptability and innovation are the norms.

At the recent Society for Industrial and Organizational Psychology (SIOP) Annual Conference in Chicago, BTSers Lynn Collins, Maia Whelan, and their esteemed panelists led a compelling discussion: Critical role strategy for organizational resilience. The session focused on how identifying and nurturing critical roles can help organizations build resilience in today’s rapidly evolving business landscape. This blog explores actionable strategies from the panel discussion for talent leaders looking to redefine critical role planning and build organizational resilience.

What is a critical role?

A critical role isn’t confined to the executive level. Effective leadership and organizational success depend significantly on roles scattered throughout your organization.

Middle managers, for example, serve as essential bridges between strategy and operational execution: they ensure that the organization’s broader objectives are translated into actionable tasks that teams can understand and implement. Project leads are also at the helm of initiatives that can redefine the business landscape for a company. They deploy new technologies, spearhead market expansions, manage diverse teams, and maintain project coherence to drive transformation.

The challenge with critical role planning, therefore, lies in the fluid nature of what constitutes a ‘critical role’. Agility in reevaluating and recalibrating these roles allows organizations to respond dynamically to new challenges and opportunities. In the pharmaceutical industry, as companies increasingly shift their focus towards biologics, the roles responsible for managing these technologies become increasingly important. Similarly, in the financial sector, roles that steer digital transformations are pivotal.

Identifying and fortifying these critical roles is paramount. This involves not only recognizing the key positions, but nurturing the talent within through a thoughtfully crafted, future-focused talent development strategy.

Nurturing talent is the key for organizational resilience

Investing in talent goes beyond filling positions; it’s about preparing your organization to face future challenges while bolstering current capabilities. This investment significantly impacts turnover, retention, and promotion rates, contributing positively to both the individuals involved and the organizational culture at large.

At BTS, we see common themes with our clients across industries:  

• Talent strategy is essential for safeguarding organizational resilience. This includes adopting a digital mindset, not just externally by hiring new talents, but also internally upskilling existing employees to meet new challenges.  

• Enhancing emotional intelligence is equally vital in enabling the workforce to manage stress and adapt to changes effectively.

• Strengthening business acumen across all levels of the organization is also crucial for fostering resilience. Employees are better equipped to make informed decisions that align with strategic goals when they develop a keen understanding of business operations and market dynamics.  

This comprehensive approach—combining technological proficiency, emotional intelligence, and business insight—ensures that teams are not only competent but also agile and strategic in the face of ongoing challenges.

6 ways talent leaders should think differently about critical roles  

Here’s what you can do to think outside the box to enhance both individual and organizational performance through critical role strategy:

1. Broaden the definition of critical roles: Talent leaders should evaluate roles based on their actual impact on the organization, rather than focusing on organizational hierarchy.
2. Foster role flexibility: Encourage a culture of adaptability by regularly reassessing and recalibrating critical roles. This ensures roles can be defined to align with evolving strategic needs and current business priorities, keeping the organization agile and responsive to change.
3. Use data-driven role analysis: Use data to track the effectiveness of critical roles in real-time and adjust role criteria based on evidential data rather than intuition.  
4. Create a proactive talent acquisition strategy: Talent leaders should engage in continuous talent scouting, not just when a role becomes vacant. This involves understanding the talent landscape and building relationships with potential candidates before the need arises.  
5. Decentralize talent decisions: Empower local managers and teams to make critical talent decisions to ensure that those who are closest to the work have a say in who fills pivotal roles. This approach can lead to more informed and effective placement decisions. To maintain rigor and ensure consistency, establish clear guidelines and accountability frameworks. This helps maintain high standards across all decisions and strategically aligns talent management with broader organizational goals.
6. Enhance diversity in critical roles: Actively work to increase diversity within critical roles. This involves not only recruiting a diverse workforce, but also creating pathways for diverse talent to advance into these roles. Diverse perspectives can lead to more innovative solutions and resilience against market disruptions. Comprehensive mentorship initiatives, equitable advancement opportunities, and ongoing diversity trainings ensure that all talented individuals have the chance to significantly contribute to the organization.

These strategies are designed to help talent leaders transform their organizations into agile entities capable of anticipating and responding to rapid changes. This fosters a culture that not only values but thrives on adaptability, proactive talent development, and strategic foresight.  

Invest in your people

As a talent leader, your influence is pivotal in steering your organization towards greater resilience. By redefining and enriching critical roles and the talent that fills them, you’re not just preparing your organization to face future challenges but to excel amidst them.  

This requires a commitment to pushing the boundaries of traditional talent management by:

• Taking innovative approaches to career development

• Using predictive analytics to better understand and deploy talent in critical roles

• Embedding continuous growth and feedback into your culture

Such efforts ensure that critical roles are not only filled with competent individuals but are also continuously evolving to meet the demands of a dynamic business environment. By doing so, you transform resilience into a powerful competitive advantage, ensuring your organization remains agile, forward-thinking, and robust.

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A large financial services company promoted a key leader into the position of CEO. Two of their peers were also vying for the top job. Almost immediately, the other two executives left the company. This created an unexpected leadership vacuum that cascaded within their respective departments, where no one on either team was able to step up into the suddenly vacant leadership spots. The lack of “ready now” successors required the company to look outside to replace those executive leadership roles, significantly disrupting their critical strategic transformation effort and creating additional chaos at the top of the company at a time when they could ill afford to slow momentum.

Similarly, a global manufacturing company promoted a key leader into the CEO role who lacked sales and marketing experience – an area where his predecessor had deep expertise. This expertise was a critical driver in the company’s success to date, and the gap at the top was stalling revenue growth and impeding the new CEO’s ability to deliver on the Board’s expectations. In order to fill the CEO’s knowledge gap, the company reorganized the head of sales and marketing role so that it was led by two executives instead of one. This unanticipated restructuring created confusion across the C-Suite and the rest of the sales and marketing organization regarding roles and responsibilities, which compounded their challenges in driving growth. The unexpected increased salary costs accompanying the additional executive role further impacted the bottom line, as well.

What these two examples illustrate is the Domino Effect. The Domino Effect occurs when a star performer is promoted, and there is no “ready now” successor to fill the role they are vacating. With so much attention placed on getting a new CEO into the role, the Domino Effect can cascade down through the organization and is an often hidden and unanticipated outcome that can hinder even the most capable chief executive from successfully taking the reins.

Assessing the impact of the Domino Effect

Conventional wisdom and the literature suggest that CEOs sourced internally outperform CEOs that are sourced externally. For example, in Harvard Business Review’s “Best CEOs of the World” top 100 list, 84% came from internal promotions1. The majority of leaders who ascend to the CEO role are COOs, CFOs, divisional CEOs, and some are “leapfrog” leaders identified below the C-Suite2. A question that has not been addressed is: what happens to the performance of the company when there are no internal candidates for the new CEO’s previous role? In other words, what is the impact of the Domino Effect on company performance?  

To answer this question, we compared the S&P 500 twenty best performing companies3 with the twenty worst performing companies4 based upon percentage change in stock price.  

‍What happened at the Best Performing companies?

Within the top 20 best performing companies, 75% of the CEOs were internal with 5 of the CEOs being founders of the company and 10 being promoted into the role. For their former positions, from which they were promoted, four were filled by internal candidates, and two were replaced with external candidates. Examining the leadership teams on the company’s websites, it appears that in three incidences, the role that the CEO vacated no longer exists. In one case the role was restructured and split into two different positions.

‍What happened at the Worst Performing companies?

70% of the CEOs at the worst performing companies came through promotions or being founder led (12 and 2 respectively), which is nearly identical to the best performing companies. All things being equal, one would expect a similar trend regarding the number of internal vs. external replacements for the CEOs’ previous roles from which they were promoted. However, we found that there were differences. Only three of the backfilled positions were placed by internal candidates and four were placed by external hires. In three of the companies, the position no longer exists, and two of the companies restructured the position.

Understanding the impact: disruption and worsening performance

The research shows little difference between the best and worst performing companies in relation to internal promotions and external hires for the CEO position. However, we do see more organizational disruptions in the replacement of the previous roles held by the CEO. A disruption is defined here as either the company was required to hire from the outside, restructure the role, or eliminate the role altogether. All of these create added turmoil and challenge for the new CEO as they try to move quickly to onboard and start delivering impact.

We found that disruptions were present in 60% of the top-performing companies, compared to 75% of the poorest performing companies. While more research is needed to uncover the nuances, our research suggests that companies with a stronger bench for newly promoted CEOs’ previous positions have less organizational disruption and outperform those who do not have a strong bench.

Tackling the Domino Effect before it falls

While CEO succession garners the greatest amount of the spotlight in the press, among board members, and in public sentiment of the health of a company, our research underscores the need for CEOs, CHROs, and Boards to focus on the Domino Effect as part of their C-Suite succession process. That is, creating a bench of potential successors targeted specifically for the CEO’s previous role, and the roles deeper within the organization that could replace those who are being elevated in the company at the time of the new CEO transition.  

Consider these best practices to get ahead of the Domino Effect:

• Build the backfill into the identification process. When identifying potential candidates for the CEO, simultaneously consider who may replace that candidate for their current role.

• Focus on the role rather than the person. You may not be able to replace the next CEO’s position with one individual, but you may be able to replicate their skills with people who can excel in the role with complimentary skills.

• Expand the purview of success profiles. Create success profiles for the CEO and those roles that are likely feeder pools for CEO. Ensure that the success profiles are future focused rather than focused on what is important today. Business realities change over time. What makes someone successful today may be different than what is required in the next 3 to 5 years.

• Leverage the power of data for determining future success. As you look at your bench, use structured assessment processes to assess individuals against the success profile, reduce the risk of biases towards individuals, and determine their readiness to address the future business challenges that the organization will face.

• Comprehensively build the right bench. Look broad and deep within the organization when identifying potential successors. You may find those “leapfrog” leaders who would otherwise be overlooked.

• Continually refresh your succession slate. Given the cascading impacts of the Domino Effect, it is more important than ever to ensure your slate is up to date with viable candidates for higher level positions. Consider doing so on at least an annual basis.

• Ensure that succession is seen as a strategic imperative across the leadership of the organization rather than a single event of placing a new CEO. The CEO and the CHRO should own the succession process, the Board should be involved, and the focus should stay equally on the CEO role and the successor leadership roles throughout the organization.

Finding, placing, and ramping up a new CEO is a momentous decision with big outcomes at play – for the CEO’s own success and the viability of the organization. If you embrace the opportunity to turn the Domino Effect into a strategic gameplan, you will be positioned both for accelerated success and impact.

‍References

1 Harrell, E. Succession Planning: What the Research Says. Harvard Business Review December 2016

2 Harvard Business Review Staff. November 2009. The Best Performing CEOs in the World. Harvard Business Review 41-57.

3 https://www.fool.com/investing/2023/10/10/invest-sp-500-stocks-market-portfolio/

4  https://finance.yahoo.com/news/20-worst-performing-p-500-200036146.html

The accelerating pace of change in the modern workplace has necessitated a proactive approach to envisioning the future and what will be required to support organizations as they evolve and adapt.

To advance the conversation, we recently facilitated a future-storming session to reimagine the future of work and talent strategy.

Future-storming is the process of identifying risks and trends that might affect your business or industry vertical, combining them in new ways, and thinking of solutions to mitigate these risks. The ambition? To break the chains of traditional thought, sparking insights into the evolving domain of talent strategy.

Here are five transformative themes that surfaced during the session:

1. Fluidity of talent:

Gone are the days when “talent” described a fixed set of competencies an individual brought to the table. In today’s world, talent is an amalgamation of adaptability, resilience, and the capability to evolve. AI and automation, while replacing routine tasks, can't replace the human capacity to grow, reimagine, and pivot.

The traditional talent pool, defined by rigid skill sets, is making way for a reservoir of potential. It's about harnessing the innate human ability to unlearn, relearn, and traverse uncharted territories. Recognizing this fluid nature of talent can redefine how organizations recruit, retain, and nurture their human capital. The future will prize the ability to learn and relearn, shifting from fixed competencies to a reservoir of ever-evolving potential.

2. Skill evolution, continuous, embedded learning:

The gig economy drives continuous learning, demanding flexibility and growth. The concept of learning in organizations is evolving beyond formal training modules. Today's employees are in a perpetual state of growth, thanks to digital platforms, cross-cultural collaborations, and the changing demands of their roles.

No longer can learning be a one-off event. It must be seen as a journey where every experience, every interaction, and even every failure is an opportunity to grow. This shift to continuous learning also means embracing failures as valuable lessons, promoting a culture of curiosity, and embedding learning in everyday tasks. Organizations that foster curiosity and value each failure as a learning opportunity will lead the way. The pathway to career progression is increasingly carved by demonstrable capabilities.

3. Culture, diversity, and the rich tapestry of learning:

Cultural diversity isn't just a buzzword; it's an untapped treasure for organizational growth. There is a burgeoning global talent landscape with increased cultural exposure which fosters innovation and holistic problem solving. Diverse teams, with their unique experiences and backgrounds, bring varied problem-solving methodologies, fresh perspectives, and richer insights, serving as an invaluable asset for organizational growth.

These multi-cultural interactions and experiences act as opportunities for informal learning, introducing employees to different ways of thinking and innovative solutions. Encouraging such interactions not only fosters a sense of inclusivity but also ensures a holistic organizational growth trajectory.

4. Embracing the tech-human synergy:

The technological renaissance envisages a world where computers and robots assume many of our current roles, from documentation to Q&A. The emerging synthesis of technology and biology, including embedded tech and wearables, offers insights, from employee well-being to real-time emotional feedback.

While technological advancements promise efficiency and scalability, the human element's value remains unmatched. The blend of technology with human intuition, creativity, and empathy is the key to future success. The ideal modern professional is one who not only leverages technology but also understands its boundaries, ensuring that technology serves humanity and not the other way around. While technology offers efficiency, the human touch provides empathy, intuition, and creativity.

With advancements come ethical considerations, especially with AI and machine learning. Balancing technological ability with an ethical foundation ensures that organizations remain not just profitable, but also principled.

5. The subtle art of leadership:

Work will undergo an existential reevaluation. The rise of decentralized leadership, the emphasis on enriching organizational culture, and a holistic approach to talent assessment will redefine organizations. With flattened organizational structures, fostering trust and embracing entrepreneurialism are necessities. Leaders will be more focused on collaboration, understanding, and guidance. In this landscape, leadership also means being tech-savvy, yet understanding the nuances of human emotion is also requisite. It's about removing barriers, and being a facilitator and mentor.

Furthermore, as work boundaries blur, leaders need to be agile, adaptive, and always ready to guide their teams through tumultuous waters. The responsibility is to create environments where employees feel empowered, engaged, and eager to contribute.

Reflections

The future-storming session offered a blueprint for navigating the complex terrains of the talent landscape of tomorrow. The future of talent and learning is unfolding, and through sessions like these, we aim to empower leaders to be the sculptors of that future.

Collins, L., Hartog, S., Werder, C. (2023). Future Storming: Reimagining Talent Strategy for Today. Delivered at the Conference for Society for Industrial/Organizational Psychology, Boston, MA.

¿Se puede cambiar la cultura de una organización?

Hoy en día, hay pocas organizaciones que no se encuentren inmersas en uno (o varios) procesos de transformación cultural. Nuevas formas de trabajar en organizaciones más planas y adaptativas, mejoras en la cultura de seguridad, orientar la organización hacia sus clientes, transformaciones de las áreas comerciales, mejora de la excelencia operativa, por citar algunas.

Y es aquí donde viene una de las grandes preguntas:
¿se puede cambiar la cultura de una organización? Y, si es así, ¿cómo se hace?

Para ayudar a responder a estas preguntas, que a menudo nos hacen nuestros clientes y sobre las que hay mucho escrito, me gustaría compartir lo que en BTS hemos aprendido en los últimos 38 años sobre qué funciona y qué no (hasta ahora, que en esto de los cambios culturales uno nunca deja de aprender).

La buena noticia es que la respuesta a la pregunta de si se puede cambiar la cultura de una organización es sí.
La dificultad viene al responder a la segunda: ¿cómo se hace?

¿Un proyecto? ¿Una iniciativa?

Un punto importante a considerar es que los procesos de cambio o transformación cultural no son un proyecto con un inicio y un fin; es un proceso en constante evolución. Y esto es algo que en ocasiones genera tensión en las organizaciones, a menudo acostumbradas a un enfoque basado en proyectos.

¿Qué es crítico y a menudo se suele ignorar?

Hay una serie de elementos que, si se tienen en cuenta y se utilizan adecuadamente, harán que los esfuerzos de transformación sean mucho más eficaces. Desafortunadamente, muchas veces se ignoran.

Estos elementos críticos son:

• Involucrar a la gente. Cuanto más se hace partícipes de la transformación a las personas (a todos los niveles), más altas son las probabilidades de que implementen los cambios requeridos.
• Para entender el cambio hay que tangibilizarlo y experimentarlo. Consiste en conectar el marco teórico con acciones del día a día. Explicar la foto completa con transparencia es clave.
• Todos los cambios traen consigo cosas positivas, pero también tienen impactos negativos. Explicar la foto completa con transparencia es clave.
• Cambiar la cultura implica tiempo y requiere identificar y cambiar los “mindsets” y las estructuras diarias (símbolos) que definen cómo se hacen las cosas en la organización.
• La cultura debe estar fuertemente conectada con la estrategia.

¿Cómo recomendamos estructurar los procesos de cambio cultural?

Nuestro enfoque se compone de cuatro etapas: establecer resultados, crear líderes de cambio, incrustar cambios clave y sostener las nuevas formas de trabajo.

1. Establecer resultados

El primer paso en cualquier proceso de transformación es establecer resultados claros. Es crucial identificar los impulsores de la transformación y definir los resultados deseados de manera que se logre un verdadero alineamiento a nivel ejecutivo. A medida que se avanza, hay que conectar los puntos entre el propósito y la visión, entendiendo de dónde se viene, dónde se está y hacia dónde se quiere avanzar. Además, es esencial conectar la transformación con los objetivos organizacionales.

Algunas acciones relevantes de esta fase son:

• Recopilación de información (entrevistas, focus groups, visitas a operaciones,…)
• Diagnósticos culturales
• Definición de expectativas (Leadership Profiles

2. Crear líderes de cambio

En BTS creemos que todos los líderes son también líderes de cambio. Adoptar una mentalidad de “líder de cambio” requiere que los líderes experimenten y vean lo que se espera de ellos. Desde el inicio, es vital impulsar a la acción con ‘trabajo real’, como establecer nuevas prioridades y comunicar de forma transparente y eficaz.

Hay que comprometer (emocional y racionalmente) a los líderes con el cambio y hacerles ver cómo pueden impactar en la cultura a través de acciones concretas en el día a día.

Por último, es necesario proporcionar apoyo continuo para los cambios de mentalidad y comportamiento más difíciles y recoger retroalimentación sobre lo que funciona y lo que no en esta etapa.

Algunas acciones relevantes de esta fase son:

• Elaboración de Playbooks para roles críticos
• Despliegue de programas de liderazgo y cambio
• Feedback loops con los niveles ejecutivos

3. Incrustar cambios clave

Para lograr un cambio significativo, es esencial identificar los modelos mentales actuales y ofrecer nuevos que apoyen el estado deseado. Crear rutinas y símbolos que refuercen el cambio, así como identificar procesos, prácticas, eventos o normas ancladas en las viejas formas de trabajar, es crucial.

Cocrear nuevas formas de trabajo para su activación inmediata ayuda a cimentar estos cambios. A medida que se avanza, cambiar los sistemas y procesos que soportan y refuerzan los cambios cruciales es fundamental para el éxito a largo plazo.

Algunas acciones relevantes de esta fase son:

• Coaching a líderes
• Montar Sprints culturales
• Cascadear el cambio al resto de la organización
• Assessments para medir cambios de comportamientos

4. Sostener las nuevas formas de trabajo

El cambio no es solo un esfuerzo individual, sino también un fenómeno social. Por ello hay que proveer de las redes sociales necesarias para apoyar los cambios de mentalidad y comportamiento. Intervenir con apoyo individual para roles críticos y períodos específicos, así como incorporar nuevas formas de trabajo, asegura la continuidad del cambio.

Por último, hay que utilizar datos para analizar lo que funciona y lo que no, permitiendo crear el siguiente conjunto de intervenciones y apoyo necesarios.

Algunas acciones relevantes de esta fase son:

• Integración de los Playbooks en el ciclo de talento de la organización
• Practica de los nuevos comportamientos en el día a día con bots potenciados por IA
• Diseño de una oficina para monitorizar el cambio y definir nuevas acciones
• Diseño y lanzamiento de Comunidades de Práctica (CoP)

La importancia de ser paciente e impaciente a la vez

Los procesos de transformación cultural son uno de los elementos más retadores, ya que nunca existe una receta única.

Ser estratégicamente paciente (teniendo claros esos resultados deseados y evitando dar bandazos), pero tácticamente impaciente (realizando acciones en las fases expuestas anteriormente y viendo qué funciona y qué no, para pivotar y corregir) es clave en los procesos de transformación.

El enfoque de las 4 fases ayuda a ello, posibilitando que estos viajes se conviertan en una experiencia enriquecedora para la organización, y no en un dolor de los que dejan cicatriz en la memoria colectiva.

Este es solo un resumen.
Si quieres profundizar en el enfoque completo, ejemplos y claves prácticas:

Descarga el PDF completo y accede a todo el contenido.

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En todos los sectores, la seguridad está experimentando un cambio estructural. Lo que antes se gestionaba principalmente como una función de cumplimiento o una métrica de desempeño se entiende cada vez más como un reflejo de cómo las organizaciones están diseñadas, lideradas y mejoradas de forma continua.

En entornos complejos y de alto riesgo, la seguridad no se logra únicamente mediante un mayor control o programas adicionales. Surge de la interacción entre el comportamiento del liderazgo, el diseño operativo, los entornos de decisión y la capacidad de la organización para aprender y adaptarse.

Basándonos en la ciencia global de la seguridad, el enfoque de Human & Organizational Performance (HOP), la investigación sobre seguridad psicológica y nuestra experiencia en transformación en múltiples industrias, identificamos ocho cambios clave que están definiendo la próxima evolución de la cultura de seguridad.  

1. La seguridad como valor organizacional central

La seguridad está dejando de tratarse como una prioridad cambiante. Las prioridades compiten. Los valores guían.

Cuando la seguridad se convierte en un valor central, influye en la toma de decisiones, en los compromisos bajo presión, en la planificación operativa y en la asignación de recursos. La seguridad pasa a ser una consecuencia natural de cómo funciona el sistema, en lugar de una iniciativa añadida a la producción.

Este cambio también redefine el rol de las funciones de seguridad: de supervisar el cumplimiento a habilitar un desempeño seguro y sostenible.

2. El aprendizaje como disciplina operativa

Las organizaciones están integrando el aprendizaje continuo en las operaciones diarias. En lugar de centrarse solo en lo que falló, exploran señales débiles, casi accidentes, fricciones operativas y adaptaciones exitosas.

El aprendizaje se convierte en una capacidad clave que acelera la generación de insights, fortalece la resiliencia y mejora la calidad de las decisiones.

3. Responsabilidad del liderazgo en todos los niveles

La cultura de seguridad se reconoce cada vez más como una capacidad de liderazgo, no solo como responsabilidad del área de HSE.

• Los directivos marcan la dirección y el tono.

• Los mandos intermedios traducen las expectativas en decisiones operativas.

• Los supervisores configuran el entorno de decisiones del día a día.

Las organizaciones exitosas convierten las expectativas de seguridad en comportamientos concretos de liderazgo y rutinas diarias, generando claridad y alineación entre niveles.

4. La seguridad psicológica como infraestructura

Una cultura de seguridad sólida depende de entornos donde las personas se sientan seguras para hablar.

Cuando los empleados perciben seguridad psicológica, las señales débiles emergen antes, los riesgos se discuten abiertamente y el aprendizaje se acelera.

La seguridad psicológica es una infraestructura operativa, no un tema “blando”.

5. Amplificar lo que funciona

Existe un reconocimiento creciente de que la mayor parte del trabajo se realiza de forma segura, a menudo en condiciones variables.

Estudiar el éxito revela la capacidad adaptativa y fortalece la resiliencia. Esto complementa el análisis tradicional de incidentes al reforzar la experiencia y la confianza.

6. Alinear el trabajo “imaginado” con el trabajo “real”

Los procedimientos y planes rara vez capturan perfectamente la complejidad operativa.

Las organizaciones líderes reducen la brecha entre políticas y realidad operativa incorporando la perspectiva del personal de primera línea y empoderando la autoridad para detener el trabajo.

El objetivo es una mejor alineación entre diseño y ejecución.

7. Diseñar para la toma de decisiones humana

Los incidentes suelen derivarse de sesgos cognitivos predecibles como la normalización de la desviación, el sesgo hacia la producción, el exceso de confianza y el sesgo retrospectivo.

Reconocer estas trampas en la toma de decisiones desplaza el enfoque de culpar a las personas hacia fortalecer los entornos de decisión.

8. La evolución cultural como capacidad a largo plazo

Una cultura de seguridad sostenible requiere integración en lugar de reinvención, desarrollo estructurado de capacidades en lugar de programas puntuales y medición del impacto conductual en lugar de métricas de actividad.

Las organizaciones que tienen éxito:

• Integran la seguridad en los sistemas existentes de liderazgo y operación

• Diseñan itinerarios de aprendizaje que apoyan la aplicación en el día a día

• Miden el cambio de comportamiento y los resultados operativos

• Refuerzan el progreso de manera consistente en el tiempo

La evolución cultural es un compromiso sostenido con la alineación del sistema y el desarrollo de capacidades.

Conclusión

La evolución de la cultura de seguridad trata menos de añadir controles y más de fortalecer sistemas.

La seguridad es algo que las organizaciones producen: a través de la claridad del liderazgo, el diseño operativo, la seguridad psicológica y el aprendizaje continuo.

Quienes integren estas capacidades de forma consistente no solo reducirán riesgos. Construirán organizaciones más resilientes, sostenibles y de alto desempeño.

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Sources & references:

• WorldSteel Association. Safety Culture & Leadership Fundamentals.
• Norsk Industri (2025). Safety Leadership and Learning: A Practical Guide to HOP.
• D. Parker et al. / Safety Science 44 (2006). Development of Organisational Safety Culture

• Hollnagel, E. (2014). Safety-I and Safety-II: The Past and Future of Safety Management.
• Hollnagel, E. (2018). Safety-II in Practice: Developing the Resilience Potentials.
• Conklin, T. (2012). Pre-Accident Investigations: An Introduction to Organizational Safety.
• Edmondson, A. (2018). The Fearless Organizations
• Reason, J. (1997). Managing the Risks of Organizational Accidents.

• Resilience Engineering research (Hollnagel,Woods, Leveson and others).

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Across industries, safety is undergoing a structural shift. What was once managed primarily as a compliance function or performance metricis increasingly understood as a reflection of how organizations are designed, led and continuously improved.

In complex and high-risk environments, safety is notachieved through stronger enforcement or additional programs alone. It emerges from the interaction between leadership behavior, operational design, decision environments and the organization’s capacity to learn and adapt.

Drawing on global safety science, Human & Organizational Performance (HOP), research on psychological safety, and our cross-industry transformation experience, eight key shifts are shaping the next evolution of safety culture.

1. Safety as a Core Organizational Value

Safety is moving beyond being treated as a shifting priority. Priorities compete. Values guide.

When safety becomes a core organizational value, it shapes decision-making, trade-offs under pressure, operational planning and resourceallocation. Safety becomes the natural consequence of how the system operates,rather than a campaign layered on top of production.

This shift also redefines the role of safety functions, from compliance policing to enabling safe and sustainable performance.

2. Learning as an Operating Discipline

Organizations are embedding continuous learning into everyday operations. Rather than focusing only on what failed, they exploreweak signals, near misses, operational friction and successful adaptations.

Learning becomes a core capability, accelerating insight, strengthening resilience and improving decision quality.

3. Leadership Ownership at All Levels

Safety culture is increasingly recognized as a leadership capability, not solely an HSE responsibility.

Executives define direction and tone.
Middle managers translate expectations into operational decisions.
Supervisors shape the daily decision environment.

Successful organizations translate safety expectations into concrete leadership behaviors and daily routines, creating clarity and alignment across levels.

4. Psychological Safety as Infrastructure

A strong safety culture depends on speaking-up environments.

When employees feel psychologically safe, weak signals surface earlier, risk trade-offs are openly discussed and learning accelerates.

Psychological safety is operational infrastructure , not a soft topic.

5. Amplifying What Works

There is growing recognition that most work is completed safely, often under variable conditions.

Studying success reveals adaptive capacity and strengthens resilience. This complements traditional incident analysis by reinforcing expertise and confidence.

6. Aligning Work-as-Imagined and Work-as-Done

Procedures and plans rarely capture operational complexity perfectly.

Leading organizations reduce the gap between policies and operational reality by inviting front line input and empowering stop-work authority.

The goal is better alignment between design and execution.

7. Designing for Human Decision-Making

Incidents often stem from predictable cognitive biases such as normalization of deviance, production bias, overconfidence and hindsight bias.

Recognizing these decision traps shifts focus from blaming individuals to strengthening decision environments.

8. Cultural Evolution as a Long-Term Capability

Sustainable safety culture requires integration rather than reinvention, structured capability journeys rather than one-off programs, and measurable behavioral impact rather than activity metrics.

Organizations that succeed:

• Integrate safety into existing leadership and operational systems
• Design earning journeys that support day-to-day application
• Measure behavioral change and operational outcomes
• Reinforce progress consistently over time

Cultural evolution is a sustained commitment to system alignment and capability building.

Conclusion

The evolution of safety culture is less about adding controls and more about strengthening systems.

Safety is something organizations produce — through leadership clarity, operational design, psychological safety and continuous learning.

Those who embed these capabilities consistently will not only reduce risk. They will build more resilient, sustainable and high-performing organizations.

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Sources & references:

• WorldSteel Association. Safety Culture & Leadership Fundamentals.
• Norsk Industri (2025). Safety Leadership and Learning: A Practical Guide to HOP.
• D. Parker et al. / Safety Science 44 (2006). Development of Organisational Safety Culture

• Hollnagel, E. (2014). Safety-I and Safety-II: The Past and Future of Safety Management.
• Hollnagel, E. (2018). Safety-II in Practice: Developing the Resilience Potentials.
• Conklin, T. (2012). Pre-Accident Investigations: An Introduction to Organizational Safety.
• Edmondson, A. (2018). The Fearless Organizations
• Reason, J. (1997). Managing the Risks of Organizational Accidents.

• Resilience Engineering research (Hollnagel,Woods, Leveson and others).

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