The 3-Month Safety & Incident Management Implementation Program.
A practical, California‑focused implementation program for small organizations (5–30 employees) whose staff interact with the public.
The 3‑Month Safety & Incident Management Implementation Program is for small California organizations that don’t just want a workplace violence policy on the shelf, but a living safety and incident management system that meets regulatory expectations, keeps employees safer, and stands up better if an incident ends up in court.
It’s built for teams without a full‑time safety or compliance department who need clear guidance, simple tools, and a realistic plan.
Over three months, we work with your leadership and key staff to:
-
Align your policies with California workplace violence prevention requirements
So your written plan and day‑to‑day practices match what regulators expect of small employers. -
Train managers on incident response, documentation, and internal investigations
So they know what to do, what to say, and what to document when something happens. -
Teach staff personal safety and de‑escalation skills suited to your environment
Tailored to front desk, site visits, shop floor, field work, and other public‑facing situations. -
Put in place a repeatable review and improvement process
So each incident is handled consistently, lessons are captured, and controls are tightened over time.
Why this program is different
This work is grounded in my 30 years of investigating violent incidents and seeing how plaintiff attorneys, regulators, and courts evaluate what an organization did before and after violence occurred.
The program adapts to different environments, including:
- Medical and dental practices
- Law offices
- Engineering and consulting firms
- Contractors working in the field
- Light manufacturing operations
Is this program right for you?
This is for you if:
- You run a California business with 5–30 employees
- Your team interacts with customers / clients / patients / the public
- You don’t have a full-time security, safety, or compliance department
- You wear multiple hats (owner/HR/operations) and need a simple, guided process
- You’re aware that one serious incident could seriously hurt your people and your business
This is not for you if:
- You have an internal security/compliance team and only want a quick refresher
- You’re looking for a free webinar with no follow-through
- You’re not prepared to make changes to how incidents are handled
Why This Matters Now for California Employers
California’s workplace violence requirements are not optional. Failing to have a clear, implemented plan can lead to:
- Increased risk of employee injury and trauma
- Regulatory scrutiny, citations, and fines
- Third‑party civil liability and higher settlement exposure if an incident occurs
- Damage to your reputation and employee trust
- Higher employee turnover and absenteeism
Many organizations assume they’re covered because they have a general safety policy. In reality, California expects:
- A written workplace violence prevention plan
- Actual implementation of that plan in day‑to‑day operations
- Training tailored to your employees’ real‑world risks
- Strategies to avoid physical harm that match your employees’ work environments
- Timely, effective reporting, investigation, and follow‑up
- A plan that isn’t just on paper, but is actively used and updated
How the 3-Month Implementation Program Works
This isn’t a generic training series. It’s a structured, hands‑on implementation for small California organizations that need a working safety and incident management system, not just a binder.
Over 90 days, we move through three phases:
Phase 1: Assess & Stabilize (Weeks 1–4)
- Review your existing policies, incident history, and current practices
- Identify your highest‑risk gaps and quick wins
- Clarify roles and responsibilities for owners, managers, and staff
- Set realistic goals for what will be built or strengthened during the program
Phase 2: Build & Document Your System (Weeks 5–8)
- Align your workplace violence plan with California requirements
- Draft or refine policies, procedures, checklists, and forms
- Design a clear incident response and documentation process
- Create simple tools managers can actually use under pressure
Phase 3: Train, Test & Improve (Weeks 9–12)
- Train managers on response, documentation, and internal investigations
- Provide staff with tailored de‑escalation and personal safety guidance
- Run through scenarios based on your real‑world risks
- Refine the system based on what you learn and lock in a review rhythm
What you have at the end of 3 months
By the end of the program, you’ll have:
- A written workplace violence plan and incident process aligned with California expectations
- Managers who know how to respond, document, and follow up when something happens
- Staff who understand expectations and have practical tools for staying safer
- A repeatable way to review incidents and strengthen controls over time
Why Work With Me On Workplace Violence Prevention
Over the last 30 years, I’ve investigated violent incidents from multiple angles:
- Bringing cases against organizations where violence occurred
- Defending individuals in criminal cases
- Conducting internal workplace investigations after threats and assaults
I understand how violence actually develops, how it can be prevented, what plaintiff attorneys and regulators look for, and what organizations are expected to do before and after an incident.
For more than a decade, I’ve provided workplace violence prevention and personal safety training to:
- Small businesses and professional practices
- Medical and legal professionals
- Engineers, contractors, and manufacturers
- Judges, court administrators and their staff
- The staff of a United States senator
The practical result for your organization is simple:
A prevention and response system grounded in real-world cases, not theory, and designed to reduce both human harm and legal exposure.
I help organizations:
- Design and implement workplace violence prevention programs that align with California requirements
- Conduct effective internal investigations using a structured, defensible witness interview process
- Train leaders and front-line employees in practical personal safety skills for the real risks they face
You get a blend of legal-risk awareness, investigative experience, and practical safety training focused on one thing: keeping your organization compliant and your people safe.
Schedule a Safety & Incident Implementation Program CallInvestment
3‑Month Safety & Incident Management Implementation Program
$12,000 for a 3‑month implementation for one organization (typically 5–30 employees).
For most clients, this is a fraction of the cost of a single serious workplace violence claim or regulatory action.
FAQ: 3-Month Safety & Incident Management Implementation Program
1. How is this different from the half‑day workshop?
The workshop gives you clarity and a checklist.
The 3‑month program goes further: we help you actually build and implement a working safety and incident management system, align your policies with California requirements, train managers and staff, and put a repeatable review process in place.
2. Who should be involved in the 3‑month program from our side?
You’ll need:
- An owner or senior leader who can make decisions
- The person responsible for HR/operations
- One or two managers or supervisors
Front‑line staff are brought in when we do training and scenario work. You do not need a dedicated safety department.
3. How much time will this take each month?
Most small organizations can move through the program with:
- 2–4 hours per week from your primary point person
- Additional time from managers and staff during training sessions
The goal is to fit the work around your operations, not take them over.
4. What will we have in place at the end of 3 months?
By the end of the program, you will have:
- A written workplace violence prevention plan aligned with California expectations
- A clear incident response and documentation process
- Managers trained on what to do and how to document when something happens
- Staff who understand expectations and have practical safety and de‑escalation tools
- A simple rhythm for reviewing incidents and tightening controls over time
5. We’re a small organization. Is this overkill for us?
For very large organizations, this level of hands‑on support is standard. For small organizations, it’s what closes the gap between “we have a policy on paper” and “we can show regulators, attorneys, and employees that we took this seriously.” The program is designed specifically for small California employers without internal compliance teams.
6. What if we already have policies and some training?
Great. We start by assessing what you already have and keep anything that’s working. The program then fills the gaps: aligning with California’s requirements, tightening documentation and follow‑up, training managers and staff, and making sure your plan is actually implemented.
7. How do we get started?
You begin with a short call to confirm fit, scope, and timing. If it’s a match, we schedule your start date, gather initial documents, and move into Phase 1 (Assess & Stabilize).