BSI Onsite Advisor Orientation: Construction Safety

What this is: A self-paced Articulate Rise orientation course for new BSI onsite safety advisors deploying to Amazon data-center construction sites. It converts Joseph Castillo's 50 to 60 minute live verbal orientation into an independent e-learning experience (target seat time 30 to 60 minutes), with Joseph's live touch shrinking to a 10 to 15 minute reinforcement conversation afterward. The course is a review-to-edit takeover of an existing Rise build: the current state is largely text-heavy and low-interactivity (Level 0 to 1 throughout); the redesign introduces scenario-based judgment practice, retrieval checks, and mentor stories at mapped points. The course also serves as a post-completion job-aid reference, so structure and headings must support lookup, not only first-pass flow.

Audience: Experienced construction-safety professionals (BSI employees and agency externals) who are new to the consulting-to-an-owner role. They deploy to Amazon data-center sites within days of hire, are often relocating, and are field-based and time-poor. They bring deep technical safety knowledge but not necessarily consulting identity, owner-representative boundaries, or BSI-specific protocols. The performance gap is behavioral, not technical: roughly 10 percent encounter engagement-ending issues (role creep, unreliability, oversharing, unprofessional presence) even after live orientation.

Outcome: By the end of the course, a new BSI onsite advisor can independently operate as an owner's representative on an Amazon data-center construction site: representing BSI accurately, holding the consultant role boundary (identify, inform, verify; never execute or direct), maintaining professional presence and full PPE, protecting confidential information, delivering required observation entries and reporting on cadence, and following availability and communication protocols, so that no engagement-ending behavior occurs in the first 90 days.

• Authoring tool is Articulate Rise; the existing build is a review-to-edit takeover, not a greenfield build.
• Target seat time is under one hour (30 to 60 minutes), inferred from Joseph's live orientation running 50 to 60 minutes and the agreed goal of a tighter self-paced version.
• Joseph Castillo is the SME and content authority; his verbatim replacement copy from the May 30 Articulate Review pass governs on-screen text; structural and interaction changes are the ID layer.
• Alicia Yust is the BSI L&D relationship owner; Christopher Goodsell is the ID and developer inheriting from Lyle Colon.
• American spelling throughout; no dashes as punctuation (no hyphen-dash, en-dash, or em-dash); use commas, colons, parentheses, and periods instead.
• No video in version 1; mentor stories are short blurbs woven at mapped points.
• Six mentor stories are confirmed with placement: BS 9 bullhead rails story at BSI Introduction; per-diem consultant story at Consultancy vs Embedment; late arrivals story at Availability and Accountability (HIGH priority); name-dropping interview candidate story at Boundaries and Confidentiality; COVID shrimp and doorman story at Friendly vs Friends (HIGH priority); PPE gloves coaching moment at Professional Presence (wording to confirm).
• Agreed interaction pattern: content, then summary, then interaction, then a 2 to 3 question check per section (the Red Cross model Joseph praised); never a long dump with a test at the end.
• Judgment content (consultancy vs embedment, boundaries, escalation, observation entries) uses scenario-based application; policy and protocol content (availability rules, meeting cadence, deliverables) uses efficient direct instruction plus retrieval checks.
• Formative assessment only: scenario-based checks per section, 2 to 3 questions each; feedback teaches and never references answer position.
• Scenarios draw from Joseph's real cases: the late advisor, the per-diem consultant, the doorman, the gloves moment.
• The course doubles as a post-completion reference (job-aid function); structure and headings must support lookup.
• WCAG 2.1 AA accessibility is assumed as the minimum standard.
• The sign-off mechanism is an attestation against a required-points list (PDF); this is the compliance mechanism, not a graded summative assessment.
• The advisor role is owner's representative: identify, inform, verify; never execute, direct GC craft labor, or assume GC legal duties.
• Minimum PPE on site at all times: hard hat, safety glasses, hi-vis vest, cut-resistant gloves, hard-toe boots.
• Stop Work Authority applies only for imminent danger or IDLH conditions; non-imminent hazards are reported to GC safety and client contact, not stopped unilaterally.
• All incident and near-miss reports must receive BSI PM review and approval before being shared with the client or any site personnel.
• External party protocol: do not engage reporters or municipalities; refer to client contact; notify BSI PM within 1 hour.
• Attendance and communication protocols: unplanned absence notification no later than 9 PM the prior evening; planned absence requires 2 weeks notice; late arrival notification to BSI PM then client contact at least 2 hours prior.
• Timesheet due Fridays; standard hours 8 per day unless approved by BSI PM; confirm all billables with BSI PM before purchasing.
• BSI meeting attendance minimum is 75 percent (per the External Orientation Guide; the Handbook states 50 percent for practice and all-hands meetings; the External Guide is the governing document for this audience).
• Structural changes incoming per review: add a BSI Introduction lesson; remove the three Orientation Timeline lessons; retitle a section or lesson to Professional Communication and Client Integration; remove a checklist screen and content covered elsewhere.
• Client-site documents (GMR, Scope of Work) are site-specific and out of course scope; the GMR and Scope of Work are background knowledge for the ID, not content to be restated in the course.
• The course is site-agnostic core content; a construction-specific appendix is a planned future addition but is not in scope for this build.

• Seat time will land between 35 and 50 minutes given the content depth across six to seven lessons; this is within the under-one-hour constraint and consistent with the 30 to 60 minute range discussed.
• The course will be hosted on an LMS or distributed via a Rise shareable link; SCORM 1.2 is the safest default until the hosting method is confirmed.
• Completion tracking will be by slides viewed or a manual completion trigger, since there is no graded summative assessment; this will be confirmed once the hosting method is known.
• The required-points list (sign-off PDF) maps closely to the nine sections of the External Orientation Guide acknowledgment page, which is the best available proxy until the actual PDF is in hand.
• The BSI Introduction lesson will cover BSI history, the British Standards Institute to U.S. EHS division lineage, the consulting identity, and the BS 9 bullhead rails mentor story, consistent with Joseph's stated desire for a Welcome to BSI opening and the Project Brain placement note.
• The PPE gloves coaching moment mentor story will be placed in the Professional Presence lesson pending Joseph's confirmation of wording.
• Interactivity will use Rise native blocks (Scenario, Sorting, Knowledge Check, Accordion, Process, Flashcard) supplemented by embedded Storyline blocks only if a judgment scenario requires branching complexity beyond Rise's native Scenario block.
• The course will not include a formal pre-assessment or branching by prior knowledge given the tight seat-time constraint and the fact that all learners are new to the BSI consulting role regardless of technical experience.
• Language level will target Flesch-Kincaid grade 8 to 10, appropriate for experienced field professionals reading on a mobile device or laptop.
• No background music will be used in any instructional segment.
• The takeaway or job-aid PDF referenced in the discovery call is a separate deliverable (to be branded by the Q CS team) and is not part of the Rise course build itself.

1. Welcome to BSI — BSI history and structure (British Standards Institute to U.S. EHS division to field support), the consulting versus employee distinction, and what it means to represent the BSI brand in the field; anchored by the BS 9 bullhead rails mentor story. (~6 blocks)

2. Your Role as an Owner's Representative — Consultancy versus embedment distinction, stakeholder and reporting lines (client CM, GC safety, BSI PM), boundaries of authority, and the per-diem consultant mentor story as a cautionary anchor. (~8 blocks)

3. Professional Presence and Client Integration — Appearance and full PPE at all times, daily check-in protocol, communication etiquette (listen first, take notes, restate needs), blending into client culture while staying tethered to BSI standards; PPE gloves coaching moment mentor story. (~7 blocks)

4. Boundaries, Confidentiality, and the Friendly-Not-Friends Rule — Protecting confidential information, avoiding gossip and speculation, redirecting sensitive inquiries, the COVID shrimp and doorman mentor story (friendly versus friends), and the name-dropping interview candidate mentor story. (~7 blocks)

5. Observations, Escalation, and Stop Work — Curious not authoritative observation approach, the two-scenario incident model (evaluate the GC's process versus lead the investigation), stop work authority limited to imminent danger or IDLH, external party protocol (reporters and municipalities), and the BSI PM review requirement before any report is shared. (~9 blocks)

6. Availability, Communication, and Accountability — Absence and late-arrival notification protocols and sequence (BSI PM first, then client), planned versus unplanned absence timelines, calendar alignment, responsiveness standards by audience (PM, line manager, client), and the late arrivals mentor story. (~6 blocks)

7. Deliverables, Timekeeping, and Staying Connected to BSI — Timesheet submission (Fridays, 8 hours per day standard, BSI PM approval for exceptions), deliverable confirmation with BSI PM before starting, billing and supply approval protocol, BSI meeting attendance requirement, and the avoiding-complacency frame as a closing anchor. (~6 blocks)