Sources & Methodology
This page explains how we build playbooks and how we decide what to publish.
1) Our methodology: “operational resilience”
We treat incidents as patterns—repeatable chains of events that can be interrupted by:
- clearer routines,
- better handoffs,
- consistent documentation,
- stronger exception discipline, and
- realistic contingency planning.
Our playbooks are designed to reduce chaos in four phases:
- Detect: recognize the incident early
- Stabilize: reduce harm and stop escalation
- Document: create a clean, time-stamped record
- Improve: update the process so the incident is less likely to repeat
2) How we structure playbooks
Most playbooks follow a consistent format:
- Trigger conditions: what “counts” as an incident and when to activate the playbook
- Immediate actions (0–15 minutes): stabilizing steps that reduce downside
- Notifications: who needs to know, and in what order
- Documentation checklist: what to capture (time, location, contacts, evidence)
- Operational decisions: reroute, reschedule, reassign, escalate
- Post-incident review: root cause questions and prevention actions
3) Sources we rely on
We prefer primary and authoritative sources, including:
- Government and regulatory guidance (when applicable)
- Industry associations and safety bodies
- Insurer and claims guidance (used cautiously; policy-specific)
- Reputable technical documentation for tools and standards
- Interviews with operators and practitioners (clearly framed as experience-based)
We avoid:
- anonymous claims without corroboration,
- sensationalized reporting without evidence,
- advice that encourages unsafe or non-compliant behavior.
4) Handling uncertainty
Some topics vary by:
- jurisdiction,
- customer contracts,
- carrier policies,
- insurance coverage, and
- equipment or cargo type.
When uncertainty is material, we:
- state assumptions,
- suggest what to confirm internally (policy/contract),
- avoid absolute language.
5) Benchmarks and numbers
If we publish metrics (rates, costs, frequencies), we:
- cite the source,
- explain the context and constraints,
- avoid implying universal applicability.
If we cannot support a number with a reliable source, we do not present it as a fact.
6) Expert input
For specialized topics, we may consult:
- safety managers,
- dispatch leaders,
- claims/insurance professionals,
- compliance practitioners,
- security specialists.
We do not present expert input as universal truth; we present it as informed practice, with scope.
7) Feedback loop
If you operate in trucking or supply chain and want to:
- share an incident pattern,
- contribute a checklist,
- suggest a missing playbook,
we welcome it. Use the Contact page to reach us.