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Risk Based Process Safety (RBPS)Learn from Experience

Measurement and Metrics

API RP 754 Tier 1 to 4 process safety event indicators, both lagging and leading, made visible to leadership

Strategic context

What this element is and why it matters

Measurement and Metrics is the indicator system that lets leadership see the operating state of process safety before it shows up as a catastrophic event. The element maps to API RP 754, covering Tier 1 to 4 process safety event indicators, and to CCPS RBPS Element 18. Tier 1 captures the worst events, which are losses of primary containment with consequence, Tier 2 captures the lesser losses of containment, Tier 3 captures challenges to the safety system, and Tier 4 captures operating discipline failures, and our team builds the full set so nothing important goes unseen.

Measurement and Metrics

Individual significance for organisations

Without leading indicators, leadership only sees what has already failed, whereas with them the trajectory becomes visible early enough to act. Organisations that achieve mature process safety event measurement integrate it into board governance, capital allocation, and ESG disclosure. The element is also a critical signal to insurers, regulators, and investors.

Contribution to Risk Based Process Safety (RBPS)

Measurement and Metrics is how pillar four quantifies organisational learning. It receives data from Incident Investigation (Element 17), drives the priority for Auditing (Element 19), and feeds Management Review (Element 20). Element 18 also closes back to pillar one by giving leadership the data they need to sustain investment in the culture of Element 1.

Key requirements

What compliant execution looks like

API RP 754 Tier 1, 2, 3, and 4 process safety event indicators
Lagging indicators covering Tier 1 and 2 loss of containment events
Leading indicators covering Tier 3 and 4 operating discipline metrics
A site KPI dashboard with a monthly leadership review
Corporate aggregation and external benchmarking
Integration with ESG, TCFD, and CSRD reporting
Implementation methodology

How we implement this element

A focused six step methodology calibrated to deliver measurement and metrics as a working capability rather than a documented compliance artefact.

Indicator Framework Selection

We adopt API RP 754 as the primary framework, supplement it with IOGP, ICCA, and CCPS metrics, and align it with your corporate HSE indicator definitions.

Indicator Library Build

We define each indicator with its calculation method, data source, frequency, and threshold, and align them with your site equipment register and procedural inventory.

Data Collection Discipline

We specify the data collection workflow across operator reporting, supervisor verification, monthly compilation, and third party validation where it is required.

Dashboard Design

We follow Stephen Few principles with a bullet chart per indicator, a traffic light status, and a trend with annotation, and set a monthly, quarterly, and annual review cadence.

Benchmarking and External Reporting

We aggregate corporate wide, benchmark against the RCMI, OGUK, and API peer surveys, and integrate the result with ESG, TCFD, and CSRD reporting.

Continuous Improvement Cycle

We run a quarterly indicator review that targets corrective action, refine the indicators as the programme matures, and align it with your corporate HSE strategy.

Implementation flow

Element implementation flow chart

A decision gated workflow that shows the actual sequence of activities from initiation through steady state operation, with key decision points highlighted.

Start
The PSM owner initiates the process safety event measurement programme
API RP 754 Framework Adoption
Tier 1 to 4 indicator categories
Site Indicator Library Build
Calculation method, data source, and threshold per indicator
Data Collection Workflow
From operator to supervisor to monthly compilation and verification
Decision
Tier 1 or 2 event?
Decision gate
Lagging Indicator Capture
A loss of containment event documented with consequence categorisation
Leading Indicator Tracking
Tier 3 and 4 challenges to the safety system and operating discipline
Monthly Dashboard Review
Site leadership reviews the trend and any threshold breaches
Decision
Threshold breach?
Decision gate
Corrective Action Targeting
A priority intervention is triggered
Corporate Aggregation
Cross site benchmarking and ESG and CSRD disclosure
Deliverables

What we produce

  • An API RP 754 indicator library and calculation guide
  • A data collection workflow and responsibility matrix
  • A site KPI dashboard with a monthly review pack
  • A corporate aggregation and benchmarking protocol
  • ESG, TCFD, and CSRD reporting integration
  • An annual indicator effectiveness review
Common pitfalls

Where execution fails

  • Lagging only measurement with no leading indicators
  • Indicator data that is never verified, so leadership decisions rest on bad data
  • Threshold breaches that fail to trigger corrective action
  • Corporate aggregation that hides deterioration at the site level
Standards & references

Codes this element is built on

API RP 754 (Process Safety Performance Indicators)IOGP Report 456 (Process Safety Indicators)ICCA Process Safety MetricsCCPS Process Safety Metrics GuidelinesISO 45001 2018 Cl.9.1 (Monitoring, Measurement, Analysis)EU CSRD ESRS S1 (Workforce and Safety Disclosure)
Implement this element

Talk to us about implementing Measurement and Metrics

We can scope this element implementation against your facility, regulatory context, and existing management system maturity, then integrate it with the other Risk Based Process Safety (RBPS) elements you already operate.