Creating forgettable journeys
Cory Roeton explains how Operational Readiness Plans help new railways deliver the 'forgettable' experiences that passengers want.
The journeys most passengers can usually recall are those that went wrong. The occasions when the train didn't turn up. The cross-country trip when the onboard facilities were out of service. The times when poor information led to missing connecting services. Or when delays enroute to the airport meant arriving too late for the flight.
By contrast, those that pass without incident do not linger in the mind in quite the same way.
Yet whilst 'Uneventful Journeys' may not be the advertising campaign a rail operator will want to unveil with great fanfare, it is something they increasingly aspire to.
"More and more often we hear rail operators talk of simply wanting to deliver forgettable journeys for passengers”, says Cory Roeton, Senior Advisor for Rail Operations and Customer Experience.
"This is not to take away from the grandeur of station design and functionality, or well-appointed customer touch points on rolling stock. Passengers expect comfortable environments and service information. But nine times out of ten their journey is simply a means to an end," says Cory.
"They want to know they have the correct ticket, and that a safe and clean train will be operating on time. They want to be able scroll through messages or listen to music without having to think about a back-up journey plan. If there is disruption, the expectation is they will recieve regular service updates whilst the incident is managed with minimal inconvenience”.
Delivering those seamless and ‘forgettable' experiences, however, requires extensive behind the scenes planning, testing, coordination and execution.
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“'Trial Operations are not intended nor expected to run smoothly. It is the final opportunity to make mistakes and share improvements before transitioning to a ‘live’ customer environment'.”
Cory Roeton
Senior Advisor - Rail Operations and Customer Experience
People will be at the heart of your railway
Operational Readiness is about applying a structured and controlled approach to managing the transition of a civil engineering programme to a fully operational railway.
“Developing the Operational Readiness Plan starts from the very outset of the project, when the earliest design details are still being captured,” says Cory.
“That is the optimum point to engage with the wider team, its contractors and external stakeholders to ensure their requirements are reflected in the evolving plan.”
Furthermore, it’s about leadership. Setting a culture of ‘readiness’ to deliver project milestones, the ability to host honest conversations when things don’t go to plan, and to be agile in decision making across an ever-changing environment.
“At its core, Operational Readiness is a comprehensive change management programme," says Cory. "By building a framework, coupled with a mindset of readiness, the project is thinking about delivery, testing, user acceptance and handover to the operator. The mindset is about mitigating and managing risk to both the project and the eventual end user, identifying issues as they are experienced with the luxury of time to ‘make good’ such deficiencies."
Using the Plan as a basis for allocating accountabilities and responsibilities means it can also form the basis of staff training.
“Your staff will be the heart of the railway," says Cory. " It's important to allocate sufficient time to allow them to visit sites and familiarise themselves with the systems and processes they will be expected to work with. Better still, where budget allows, involve your engineering and operations teams during the Testing and Commissioning phase."
"The experiences and learnings are limitless. You truly get to understand how a system (asset) fails, how the operations team deliver a workaround, and how engineering recovers and rectifies the system (asset). This is real-world, practical learning in action and a good opportunity to understand how the system (asset) and person will interact.
Competence meets confidence
The real test, however, comes at the Trial Operations stage. This is a critical juncture: as well as being the moment where the moving parts of the railway are put to the test, it is also about helping people to understand their responsibilities and feel confident about what is expected of them - from what will become daily routines to practicing emergency incident response. This is where competence meets confidence.
In Cory's experience, you don't want the trials stage to complete without a hitch. "Trial Operations is not expected to run smoothly", he says. "It is the learning phase - the final opportunity to get it wrong, to learn, to share improvements, and grow holistically before going into a ‘live’ customer environment.”
Test, learn and repeat
No project as complex as constructing a modern rail system will get everything immediately right. Many suffer increased costs and delays as problems emerge, systems misalign, or procedures fail to function.
However, a project that follows a consistent, continually updated Readiness strategy will be better equipped to stay the course and ensure the delivered railway operates as designed and intended.
"A key point about Operational Readiness is that it is based on the well-known principal of ‘Plan, Do, Check, Act’," says Cory. "It is about ensuring every aspect of the railway is tested, challenged and revisited throughout its development and long into its operational life. To leave no stone unturned and ensure everything is aligned and integrated."
By doing so, the project team has every right to believe they have delivered a system that will provide thousands of uneventful and forgettable journeys every day for many years to come.
Operational Readiness
- Planning and management of program
- Stakeholder engagement
- Governance framework; steering committee, panels and working groups
- Technical and Systems Integration
- Process, Procedure, Rules and Work instructions
- Staff training, competence and confidence
- Facilities handover to operations and maintenance teams
- Safety Management System
- Stand Up Operating Organisation
- Meet accreditation requirements of the Rail Regulator Sign for handover to incoming O&M
Testing and Commissioning
- Structured gate review process to ensure that the objectives of the Testing & Commissioning phase have been completed, and the railway is ready to transition from a construct phase to a (trial) operations phase.
- Handover checklists, hazard transfer process, joint inspection of key assets as part of acceptance process.
- Certification of completion of testing activities, including system integration testing, typically by a third party.
- When preparing to handover to the Operator, undertake assessment of readiness of O&M organisation, including the Safety Management System, operational safety case, training and competency management systems etc.
- Assume that nothing goes quite to plan – prepare to manage and control issues/defects that remain unresolved during T&C phase (or are first detected during trial operations), including management of any change and its impacts on people and processes.
Trial operations
- Governance; Steering Committee and Working Groups -
- Stakeholder engagement Application of the organisation Safety Management System
- Daily timetable operation
- Assessment of each operating plan, process, procedure and work instruction during timetable operations
- Drills and exercise plan to assess emergency preparedness
- Workaround plans for operators and maintainers where systems are to be delivered incomplete
- Staff and volunteers to participate in drills and exercises (passengers on train – evacuation etc)
- Defect assessment and listing
- Lessons learnt and continuous improvement
Emergency preparedness
- Conduct emergency mode scenarios with stakeholders; multi agency, fellow operators, emergency services, precinct tenants, local community.
- Assess Emergency protocols, response, and coordination readiness outcomes against performance criteria.
- Conduct debrief to obtain feedback.
- Deliver continuous improvement from lessons learnt of the drill, updating process, procedure, work instructions as required.
- Build Operator and Stakeholder confidence in attending to future emergencies once the project goes live.
Shadow Operator
As Shadow Operator, our rail experts work alongside the construction and design of a new build project to provide observations and recommendations that reflect the needs of the eventual operations and maintenance contractor.
This can include advising on the design and footprint of infrastructure, the specifications for rolling stock and other assets, lifecycle cost, environmental safeguards, and the development of operational principles and rules.