Endeavour Foundation v Weaver [2013] QCA 371
SUPREME COURT OF QUEENSLAND
CITATION: Endeavour Foundation v Weaver [2013] QCA 371
PARTIES: ENDEAVOUR FOUNDATION
ACN 009 670 704
(appellant)
v
CHRISTINE ANNE WEAVER
(respondent)
FILE NO/S: Appeal No 4239 of 2013
SC No 552 of 2012
DIVISION: Court of Appeal
PROCEEDING: General Civil Appeal
ORIGINATING
COURT: Supreme Court at Rockhampton
DELIVERED ON: 10 December 2013
DELIVERED AT: Brisbane
HEARING DATE: 6 September 2013
JUDGES: Holmes and Fraser JJA and Margaret Wilson J
Separate reasons for judgment of each member of the Court,
each concurring as to the orders made
ORDERS: 1. The appeal is allowed.
2. The judgment at first instance is set aside and
judgment is entered for the appellant.
3. The parties have leave to make submissions on costs
within 14 days of the delivery of this judgment.
CATCHWORDS: TORTS – NEGLIGENCE – GENERAL MATTERS – where
the respondent in the course of her employment with the
appellant trained other employees in techniques for avoiding
client assault – where the respondent while demonstrating
a “back steps” manoeuvre fell and suffered personal injury –
where the trial judge found that the appellant had
unnecessarily exposed the respondent to a risk of injury by
instructing her in her initial training to perform the “back
steps” manoeuvre quickly – where the respondent‟s evidence
was that she was told to move more quickly as she became
more practised, and to move “as quickly as possible” – where
the training and training manual given to the respondent
emphasised practice as a means of becoming accustomed to
the movements, in preparation for a real-life attack – whether
the trial judge mistook the content of the instruction given to
the respondent – whether the evidence showed that a video
demonstration would have provided adequate training –
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whether the instruction given to the respondent, to
demonstrate the manoeuvre as quickly as she was capable of
doing, was reasonable
APPEAL AND NEW TRIAL – APPEAL - GENERAL
PRINCIPLES – EXCESSIVE OR INADEQUATE DAMAGES
– GENERAL PRINCIPLES – PERSONAL INJURY OR
DEATH CASES – where the trial judge, applying s 308E of
the Workers’ Compensation and Rehabilitation Act, awarded
$30,000 for a wide range of future services – where the
respondent had previously carried out the tasks for which she
had claimed future assistance – whether s 308C or s 308E of
the Act was applicable – where house cleaning services were
the only paid services the respondent had received since her
injury – where many of the services for which future assistance
was claimed were not “services of substantially the same
type” – whether the trial judge erred in making an award for
all the services claimed – whether the resulting difference in
the award would justify interference with the judgment
Workers’ Compensation and Rehabilitation Act 2003 (Qld),
s 308A, s 308C, s 308E
Anderson v Mt Isa Basketball Association Incorporated
[1997] QCA 340, distinguished
Dovuro Pty Ltd v Wilkins (2003) 215 CLR 317; [2003]
HCA 51, applied
Elford v FAI General Insurance Company Limited [1994]
1 Qd R 258; [1992] QCA 41, applied
Foster & Anor v Cameron [2011] QCA 48, considered
Wyong Shire Council v Shirt (1980) 146 CLR 40; [1980]
HCA 12, cited
COUNSEL: G W Diehm QC, with R A I Myers, for the appellant
G F Crow QC, with E J Williams, for the respondent
SOLICITORS: MVM Legal for the appellant
Macrossan & Amiet Solicitors for the respondent
[1] HOLMES JA: The respondent, Mrs Weaver, was the successful plaintiff in an
action for damages for personal injuries sustained in the course of her employment
with the appellant, the Endeavour Foundation. At the time she was injured,
Mrs Weaver was working as a trainer teaching Endeavour Foundation employees
techniques to deal with aggressive clients. She was demonstrating what was known
as the “back steps” manoeuvre; in that response, the staff member being confronted
by an aggressive client was to walk backwards on the balls of his or her feet in
a slightly crouched position, while focussing attention on the aggressor.
In attempting to demonstrate the manoeuvre, Mrs Weaver fell backwards onto her
buttocks and back and suffered injuries.
[2] The trial judge found that the Endeavour Foundation had unnecessarily exposed
Mrs Weaver to a risk of injury by instructing her in her initial training that the “back
steps” manoeuvre had to be performed quickly. The Endeavour Foundation was
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liable for the resulting harm; Mrs Weaver had injured her spine and coccyx,
precipitating an adjustment disorder which, in turn, perpetuated her symptoms of
pain. His Honour awarded damages for those injuries, including an allowance of
$30,000 for future paid services.
The appeal grounds
[3] The Endeavour Foundation appealed on a number of grounds: that the learned judge
had been mistaken as to the content of the instruction given to Mrs Weaver, which
was, in fact, reasonable; that his Honour mistook the nature of the instruction given
by a different contractor who subsequently took over the training course, or even if
he were right as to the content of the latter instruction, had failed to consider that
there might be two alternative approaches, both reasonable; that he had failed to
take into account the benefits of giving the instruction to Mrs Weaver as against the
risks of not doing so, both for her and the Endeavour Foundation; that he had
wrongly found that a video demonstration could provide adequate training; and that
he had erred in a specific finding, that there was “no pretence of getting an
employee used to this unnatural action” (involved in the back steps movement),
when the evidence was to the contrary.
[4] A further ground identified in the notice of appeal, that the trial judge had allowed
hindsight bias to influence his determination of reasonableness, was not advanced as
a separate contention but, rather, as an explanation of his Honour‟s approach.
In relation to the award on quantum, issue was taken only with the component for
future services. It was said that his Honour had erred in applying s 308E of the
Workers’ Compensation and Rehabilitation Act 2003, rather than s 308C, and in
allowing damages for a wide range of future services, although he had found the
only paid services Mrs Weaver had engaged since her injury were for house
cleaning.
The ‘back steps’ manoeuvre
[5] As the learned judge found, the Endeavour Foundation provided employment for
persons with intellectual disabilities, some of whom, on occasion, became agitated
and even violent. A record of WorkCover claims tendered at trial showed some
90 claims arising from client assault. To discharge its duty of protecting its
employees from attack, the Endeavour Foundation engaged workplace consultants
to train staff, who would then themselves act as trainers, in “professional assault
response training” (PART). Mrs Weaver received her training in a five day course
in October 2005, during which she was provided with the PART manual.
[6] Chapter 7 of the PART manual dealt with techniques to be used in avoiding an
assault. It included these instructions on how to respond safely to an aggressor:
“4. Stay out of the Way
Use your observational strategies to stay out of striking
range. Use the stance and the crouch which you have
already learned, keeping your weight lightly balanced on the
balls of your feet, your back straight and your head up.
Practise these positions until they feel natural for you.
…
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5. Get out of the Way
If you find yourself too close to the attack, move out of the
way as quickly as possible. While evading, stay balanced
and move smoothly. Keep up crisis communication.”
[7] The reference to the “crouch” was to an exercise set out earlier in the manual, titled
the “Defensive CROUCH”. The manual explained:
“Each person's crouch position is different. You will feel as if you
are lightly sitting on an object situated below your hips. In this
position, you can move quickly out of the path of an attack.”
Also relevant was the “Backsteps” exercise, which entailed the following:
“CROUCH. Move your one foot back behind your hips. Now pull
the other foot back so that you are again in the crouch position.
Weight should be evenly distributed between both feet. Remember to
keep your feet close to the floor and feet approximately shoulder
width apart, shuffling or stepping as you move. Do not hop. Take
a few steps back, ending in your CROUCH.”
[8] The exercises were prefaced with an observation that they would help those
performing them to “determine if you are physically able to move quickly and keep
your balance”. There were accompanying teaching points, which included the
following:
“Employees must be ready to move according to their own abilities
and are personally responsible for being prepared.
These exercises give the instructor the opportunity to observe
participants' ability and willingness to move. They also provide the
participants with the opportunity to assess their own physical
abilities and limitations.”
The speed of the manoeuvre
[9] Mrs Weaver alleged in her statement of claim that the Endeavour Foundation had
unnecessarily exposed her to a foreseeable risk of falling by requiring her to
undertake “a backwards manoeuvre which required [her] to move backward as
quickly as possible whilst looking for the closest exit point”; and by failing to
instruct her “to move at a slow or moderate pace in a forward or sideway direction”.
Central to the trial judge‟s conclusion of negligence was his finding that
Mrs Weaver was not only required to perform a difficult manoeuvre but was
required to perform it quickly. In the appeal, both parties focussed their attention on
the instructions given to Mrs Weaver, both orally and in written form.
[10] In her evidence, Mrs Weaver described the training she was given in moving out of
the path of an attack: she was to go onto the balls of her feet in the defensive crouch,
with hands up, and to say to the approaching client “Stop”; then turn and move
quickly away. The instructor who taught her demonstrated those steps.
Mrs Weaver said she was told in relation to the “back steps” manoeuvre to get onto
the balls of her feet and move as quickly as possible. When she was asked if she
was given any tuition on the importance of moving quickly out of the path of an
attacker, and, more particularly, what had been said or done in that regard, she
answered:
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“They showed us - the reason for moving quickly out of the way,
you've got a client coming at you with - with possibly something in
their hand, or just fists or whatever, and the purpose of getting out of
the way quickly is to stop getting injured. To prevent you not [sic] to
be injured.”
[11] Over a morning period of training, Mrs Weaver said, as she became more practised
in the “back step”, she was told to “go quicker”; the trainer, Mr Sheahan, said that
once she had “got” the manoeuvre, she could move more quickly. She found the
exercise difficult because it was necessary to keep her eyes forward while moving
backwards. There was a distinct manoeuvre, a pivot turn, as to which she was told
to “make it snappy”. Mrs Weaver agreed that she practised the “back step” to
a point where she “got quicker or quick”, although she had some difficulty doing
the exercise because she felt unbalanced and wobbly. Under cross-examination,
Mrs Weaver said that she trained others two or three times a year. She had practised
the manoeuvres “a few times” at home.
[12] Mrs Weaver demonstrated the “back steps” movement in giving her evidence.
She began from a seated position, rose, pivoted to her left, saying, “Stop” while on
the balls of her feet, and then stepped backward four paces. She explained that in
real life it would be done more quickly. She enlarged:
“You've got someone coming at you, you want to get out of the road.
You've got to keep your eyes on them, you need to find the door and
get out. So you move as quickly as you can. When you've practiced it
you move quickly.”
[13] As well as the PART manual, Mrs Weaver received trainers‟ notes which, among
other things, advised a trainer to reassure trainees who considered the activities did
not reflect real life that the point was to learn the
“principles of the moves – speed comes later with competence and
confidence”.
As to that, Mrs Weaver said she was told trainees were to practise the foot
manoeuvres and, she said,
“[W]e were told to demonstrate as slowly and then as we were
confident we could move faster”.
[14] Before the day she was injured, Mrs Weaver had taught the PART manoeuvres to
other employees on six occasions without incident. On the occasion on which she
fell, she had been asked how to move away from a seated position when a client
became aggressive. Mrs Weaver had been shown how to execute that manoeuvre
during her training and proceeded to demonstrate it through a role play. Describing
the incident in her evidence, she said that the staff member playing the part of her
attacker was coming at her quickly. She stood, pivoted, and was moving backwards
with her hands up, asking the supposed attacker to stop. The latter continued to
come towards her. Mrs Weaver‟s “both feet stuck to the carpet and just threw
[her]”. As to the pace of the “back steps” which she was taking, she explained:
“I was going quickly, but not - not - how can I explain it? I wasn't
running, I was going quickly, what we'd been taught to do. Once
you've practised the manoeuvre, you can go quickly. You've got to
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get out of the road, this is going to be a real life situation. So I didn't
go running or - just paced it, like I showed you before.”
[15] In Mrs Weaver‟s cross-examination, the following exchange occurred:
“It was an essential element of your training, wasn't it, to practise all
of these things slowly before you lifted the pace?-- Yes.
To do it as it might be done in a real life situation?--- Yes.
And you did that?-- Yes.
You were experienced in doing that?-- Doing it slowly, yes.
Initially. And I take it you'd conducted this manoeuvre, what, on
hundreds of occasions?-- No.
A lot? You tell us, we don't know?-- I did two or three trainings a
year. We weren't given the time at work to practise it. We weren't
given any hours to practise it.
You didn't practise it at all in your own time?-- At home I may have
a few times on occasions, yes.”
Mrs Weaver went on to say that she trained others as she had been shown. To a
suggestion that she had “never had problems” with the manoeuvre, she said that she
did feel unbalanced.
[16] Another Endeavour Foundation employee, Ms Baynton, who had had similar
training, said that she had fallen while performing a backwards manoeuvre,
although she did not know why she fell. She found walking backwards an
“unnatural movement”. Ms Baynton had also been a witness to Mrs Weaver‟s
accident. She saw Mrs Weaver rise from the chair, step backwards not more than
five or six steps, and fall.
[17] A consulting engineer, Mr McDougall, was called in Mrs Weaver‟s case. He gave
his view that the facts that Mrs Weaver was moving backwards as quickly as
possible, and looking forwards rather than in her direction of movement would have
increased the likelihood of an “underfoot incident” leading to a fall. That would
have been less likely had she demonstrated the manoeuvre in a “calm, slow and
careful way”. He suggested in his report that a video demonstration using
participants with appropriate training skills, experience and agility could have been
used to minimise risk.
[18] The Endeavour Foundation relied on a number of aspects of the evidence to contend
that the instruction it gave Mrs Weaver was reasonable. The manual given to
Mrs Weaver during her training recognised in its “Teaching Points” that employees
should be “ready to move according to their own abilities”. One of those teaching
points, which related to the “Get out of the Way” instruction, read:
“Explain why practising slowly and carefully is part of all learning.
You may hear, „This is unrealistic!‟ Use an example with which you
are comfortable to illustrate how learning a new skill is always done
by starting slowly, such as learning to drive a car or to play an
instrument.”
The trainers‟ notes instructed trainers to advise participants to practise the
techniques “in a calm, slow and careful way”.
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[19] The Endeavour Foundation called as a witness Mrs Clare Sheahan, who, with her
husband, was a former principal of the company which had trained Mrs Weaver.
She had no actual recollection of Mrs Weaver‟s training. Mrs Sheahan said that it
was frequently the case that participants did not feel comfortable with the
movements required of them. Consequently,
“...our suggestion was that you do them very slowly and you practise
them until you become comfortable with them. Some people are
more naturally coordinated than others, and we would certainly
suggest the people who felt less comfortable with it, that it was
important that they went away and they practised until they became
confident in being able to carry out any of the movements that we
were demonstrating and asking them to be able to then demonstrate
to us.”
It was not put to Mrs Sheahan that the company had departed from that practice in
any instance.
[20] Mr Martin Unger, the principal of a company which had acquired Mrs Sheahan‟s
business and currently provided training for the Endeavour Foundation, gave
evidence. He was shown the exercises in the PART manual and said that the core
information was still that provided in his training courses. He explained that the
“back step” exercise remained one of three critical movements:
“If there is a attacker, for want of a better word now, moving towards
you, you may need to back step out of a situation, especially if the
exit is behind you, and you want to be able to do that in such a way
that you can maintain a visual on the attacker, and also very much be
aware of your peripheral so you can move back in a safe way.
Because if the staff member who's being attacked, or the person
who's being attacked is going to turn away, that would be then very,
very hard to deflect the kick, the punch, the push, the shove or the
grab. So back step is one of the key movements of the PART
material. And it's taken through in a particular way so people do
move slowly and carefully with feet apart to prevent any sort of
movement away or - or loss of eye contact to the attacker.”
(The last sentence has been italicised because the learned trial judge placed
particular reliance on it.)
[21] Mr Unger, asked about footwear in cross-examination, said that industrial footwear
was not acceptable “[i]n training, because we are moving carefully and slowly...”.
The trial judge’s findings
[22] The trial judge applied what has been referred to as the Shirt1 calculus to the
evidence:
“In deciding whether there has been a breach of the duty of care the
tribunal of fact must first ask itself whether a reasonable man in the
defendant‟s position would have foreseen that his conduct involved
a risk of injury to the plaintiff or to a class of persons including the
plaintiff. If the answer be in the affirmative, it is then for the tribunal
1 Wyong Shire Council v Shirt (1980) 146 CLR 40.
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of fact to determine what a reasonable man would do by way of
response to the risk. The perception of the reasonable man‟s response
calls for a consideration of the magnitude of the risk and the degree
of the probability of its occurrence, along with the expense, difficulty
and inconvenience of taking alleviating action and any other
conflicting responsibilities which the defendant may have. It is only
when these matters are balanced out that the tribunal of fact can
confidently assert what is the standard of response to be ascribed to
the reasonable man placed in the defendant‟s position.”2
[23] His Honour found that the fall occurred because Mrs Weaver‟s footwear (a pair of
joggers) in some way grabbed on the carpeted floor surface so as to trip her up.
It was possible that some unevenness in the floor surface played a part in the fall.
The Endeavour Foundation was not in breach of any duty, however, in relation to
the floor surface or the joggers which Mrs Weaver wore. It could not have been
expected to foresee that an everyday floor surface was likely to present a hazard in
training; nor was it reasonably practicable to expect an employer to carry out checks
on the grip characteristics of its employees‟ shoe soles.
[24] The trial judge found that directing a middle-aged overweight woman (Mrs Weaver,
who was 49 years old, was 152 centimetres tall and weighed 96 kilograms) to walk
backwards on the balls of her feet while keeping her attention focussed elsewhere,
involved a risk of injury that she might fall over; a risk which was obvious and real.
Mrs Weaver‟s injury was in the class of injury to which the risk exposed her.
The Endeavour Foundation had tendered records which showed only four injuries
sustained in PART training, all recorded between September and December 2007.
The learned judge said that he found those statistics of limited assistance, because
little was known as to the cause of the relevant injuries and their severity, and they
were only one small factor in determining the magnitude of the risk and the
likelihood of occurrence. Mr McDougall‟s evidence that slips, trips and falls were
a major cause of injury in Australian industry was not challenged.
[25] The trial judge accepted the Endeavour Foundation‟s argument that PART training
was an important safety measure and justified some risk of injury to prepare any
employee for a possible assault. But there were three significant risk factors: – that
Mrs Weaver was of an age and build which meant that she was more likely to fall,
with potentially more serious consequences; that she was directed to walk
backwards on the balls of her feet; and that she was required to focus her attention
not on where she was going, but on the person playing the part of the aggressor. To
those had been added the requirement that “this unnatural activity be done quickly”.
[26] The last factor was pivotal in his Honour‟s conclusion that the Endeavour
Foundation had breached its duty of care to Mrs Weaver. He accepted that the risk
of injury entailed in the first three features could be justified having regard to the
importance of preparing an employee against assault, but the requirement to move
quickly was unnecessary and the risk was avoidable. Mr Unger‟s evidence was that
he emphasised that a demonstrator should perform the “back steps” manoeuvre
“slowly and carefully”. Mrs Weaver had not been trained to perform the manoeuvre
in that way; had she been, she would have complied and the risk of injury to her
would have been substantially reduced.
2 Per Mason J at 47–48.
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[27] The risk entailed in moving quickly would be justified in the instance of a real
attack, but there was no “countervailing benefit to the instruction” in a training
situation, in which there was “no pretence of getting an employee used to this
unnatural action, if it were possible”. Mr Unger‟s approach, of moving slowly and
carefully, supported that view. If it were really necessary to convey a need for
speed in performing the manoeuvre, that could be done by a video demonstration
using younger and more agile participants.
[28] Addressing the Endeavour Foundation‟s contention that the risk was an everyday,
obvious one against which it was not necessary to take precautions, the primary
judge referred to similar arguments made in Anderson v Mt Isa Basketball
Association Incorporated.3 The plaintiff in that case was a basketball referee who
had been injured while running backwards in the course of a game. Davies JA and
Demack J, in a joint judgment, noted that too much weight ought not be placed on
the factors of obviousness and ordinariness of the risk involved: courts increasingly
recognised the need to take into account the possibility of inadvertent or negligent
conduct by individuals at risk, and such factors, in any event, assumed less
importance where the risk of injury could be “eliminated without undue difficulty or
expense”.4 Those considerations, the trial judge said, applied with more force in
Mrs Weaver‟s case, because there was a positive instruction by the Endeavour
Foundation which increased the risk. The latter had exposed Mrs Weaver to an
unnecessary risk of injury. There was no countervailing consideration of expense,
difficulty or inconvenience to excuse its failure properly to instruct her.
The appeal on liability
[29] The Endeavour Foundation complained that the trial judge had wrongly found that
Mrs Weaver was instructed to do the activity quickly, when the instruction was that
it be done as quickly as possible. The instruction manual had emphasised the need
for employees to learn to appreciate what their capacity was. Mrs Weaver was
instructed that she should perform the “back steps” manoeuvre slowly at first, and
that as competence and confidence developed, she could move faster.
Mrs Weaver‟s evidence was that she was told once she “got” the back step
manoeuvre, she could move more quickly and that, having practised the foot
manoeuvres, as she became more confident, she could move faster.
[30] The “Get out of the Way” direction, which instructed an employee under attack to
“move out of the way as quickly as possible”, had to be read in context with the
preceding direction, “Stay out of the Way” which instructed the employee to use
a crouching stance with weight balanced on the balls of the feet to stay out of
striking range, and also directed the employee to “practise these positions until they
feel natural for you”. Mrs Weaver had confirmed that that passage was read to her
during the course. In Mrs Weaver‟s description of going quickly, as she had been
taught immediately before she fell, she had also said that she had not run but had
“just paced it”.
[31] The Endeavour Foundation submitted that it was a reasonable instruction to tell
Mrs Weaver to perform the manoeuvre “as quickly as possible”; that is, within the
bounds of her skills. It was appropriate to instruct her to practise the manoeuvre so
that she could do it faster, and ultimately as quickly as she possibly could, and there
3 [1997] QCA 340.
4 At 8.
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was nothing unreasonable in requiring her to maintain the skill and demonstrate it to
trainees within the bounds of her ability. The trial judge had overlooked the fact
that the Endeavour Foundation would be liable for negligence were an employee
assaulted in the absence of such a direction because he or she had moved slowly and
carefully, rather than as quickly as he or she was capable. Its obligations in that
regard were one of the “conflicting responsibilities” which fell to be considered
among the other factors identified in Shirt.
[32] The learned judge was wrong in finding that there was “no pretence of getting an
employee used to this unnatural action” in the training situation. Instead, employees
were instructed to develop, by practice, their ability to perform the manoeuvre.
There was no sufficient evidence that a video demonstration would be adequate: the
only witness who gave evidence on the point was the consulting mechanical
engineer, Mr McDougall, who had no expertise in training employees. The finding
should not have been made without the proposition‟s having been put to
Mrs Sheahan and Mr Unger, both of whom had experience in training. As a matter
of common sense, to teach students credibly, it was appropriate that a trainer who
was a peer of those being trained and was not young and agile demonstrate the
activity.
[33] The learned trial judge, it was submitted, had misunderstood the effect of
Mr Unger‟s evidence. The latter confirmed that his instructions were consistent
with the manual‟s advice that trainees should be told to move slowly and carefully,
as Mrs Weaver had been at her training course. Nothing in his evidence indicated
that he did not also tell trainees to build up their speed and to practise in order to
gain confidence and competence. In any event, assuming the effect of his evidence
was that he advised anyone performing the manoeuvre to move slowly, that was not
conclusive. The Endeavour Foundation relied on this statement from the judgment
of McHugh J in Dovuro Pty Ltd v Wilkins5:
“A defendant is not negligent merely because it fails to take an
alternative course of conduct that would have eliminated the risk of
damage. The plaintiff must show that the defendant was not acting
reasonably in failing to take that course.”6
[34] The learned judge had, it was submitted, made the error of reasoning backwards by
identifying what risk had eventuated, considering what step could have been taken
to prevent it from eventuating and then determining whether it was unreasonable for
the employer not to take that step. In doing so, he had failed to consider the reason
for issuing the relevant instruction, which was to promote employees‟ safety.
The respondent’s submissions
[35] It was put for Mrs Weaver that the Endeavour Foundation was attempting to make
too fine a distinction between the word “quickly” and the expression “as quickly as
possible”. If it were to be suggested that the manual, in using the latter phrase,
meant “as quickly as the individual could manage”, that should have been put to
Mrs Weaver; but it was not. The trial judge had assessed the risk of injury
prospectively. The exercise required of Mrs Weaver, given her build, was inviting
an accident. To ask her to do it as quickly as possible was to increase the risk, but
she was encouraged to do so, and complied. Although she had agreed that she was
5 (2003) 215 CLR 317.
6 At 330.
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experienced in doing the activity slowly, that was to be taken in context with her
further evidence that she had felt unbalanced.
[36] Mr Unger‟s evidence referred specifically to the point of performing the exercise
slowly and carefully; it was to prevent loss of eye contact with the attacker. That,
plainly, was not an instruction limited to those at the initial stages of their training.
Moving “as quickly as possible” was the opposite of performing an exercise “slowly
and carefully”; it followed that Mr Unger‟s instruction was different from that given
by the Sheahans. Had Mrs Weaver been instructed to perform the manoeuvre
slowly and carefully, the risk of injury would have been avoided, with no undue
disadvantage occasioned to the Endeavour Foundation.
[37] It was not correct that the trial judge had not considered the risk of injury to
employees which might be entailed in an instruction to move slowly. He had
accepted the necessity, in general, for PART training as a safety measure; but not
for an employee in a training exercise to be required to move as quickly as possible.
Mr McDougall‟s evidence about the adequacy of a video demonstration was
unchallenged and the finding was open and proper. Mrs Sheahan and Mr Unger
could not have given evidence on the point because they were not experts, so the
submission that the proposition should have been put to them was unsustainable.
The trial judge‟s statement that there was “no pretence of getting an employee used
to this unnatural action” was consistent with the evidence of Ms Baynton and
Mrs Weaver that they found the “back step” manoeuvre uncomfortable and
unnatural.
Discussion
[38] I may say at the outset that I do not think that his Honour‟s reasoning process
involved hindsight bias. His considerations came in a context in which the
Endeavour Foundation had admitted, in its defence, that PART training activities
included a foreseeable risk of injury, while maintaining that injury in the manner
Mrs Weaver alleged was not reasonably foreseeable. It had submitted that the
particular activities being performed by Mrs Weaver did not give rise to such a risk.
In that context, his Honour considered the nature of the manoeuvres Mrs Weaver
was required to perform in concluding that there was a real and foreseeable risk of
a fall. Having reached that conclusion, he turned to consider what a reasonable
employer would have done, if anything, to obviate or mitigate that risk. There was
no error in that approach.
[39] The Endeavour Foundation‟s complaint that the trial judge mistook the content of
the instruction given has substance. His Honour recorded that Mrs Weaver gave
unchallenged evidence that she had been trained by Mr Sheahan to carry out the
manoeuvre quickly and that such an instruction was not inconsistent with the
training manual. In fact, in the passage of evidence which his Honour referred to in
this context (summarised at [11] above), Mrs Weaver‟s evidence of being told to go
quickly was not unqualified; she said that she was told to move more quickly as she
became more practised and gained a command of the manoeuvre. The manual
similarly gave no instruction in absolute terms to move quickly, but rather to “move
out of the way as quickly as possible”. Mrs Weaver confirmed that that passage
was read to her and that she was, in addition, told to “move as quickly as possible”.
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[40] Indeed, Mrs Weaver‟s pleaded case was that she was required to “move backward
as quickly as possible.” There was some argument in this Court as to whether that
instruction should be regarded as urging maximum speed or had implicit in it
a recognition of the individual‟s physical limitations. In the context of other
reference to an employee‟s physical capacities, the manual‟s instruction could, in
my view, only be read in the latter light. Consistent with that was Mrs Weaver‟s
evidence, the thrust of which was that it was a matter of practice:
“So you move as quickly as you can. When you‟ve practised it you
move quickly”;
“[W]e were told to demonstrate as slowly and then as we were
confident we could move faster”;
“Once you‟ve practised the manoeuvre, you can go quickly”.
and her acceptance of the proposition that it was
“an essential element of [her] training...to practise all of these things
slowly before [she] lifted the pace”.
Those responses suggested a perception that she was to move at the pace of which
practice had rendered her capable.
[41] The distinction which the learned judge drew between the situation of a real-life
attack, in which moving quickly backwards would be justified and the training
situation, in which there was “no pretence of getting an employee used to this
unnatural action” similarly suffers from some flaws. The evidence was that both the
manual and the actual training emphasised practice as a means of getting employees
accustomed to the movement. The “stay out of the way” instruction recommended
practice of the “crouch” position until it felt natural and Mrs Sheahan‟s
unchallenged evidence was that she suggested to participants in the courses she ran
that they undertake the movements slowly and practise them until they became
confident.
[42] Those errors were significant. There is a real difference between the findings which
the trial judge made, that Mrs Weaver was required to move quickly and in an
“unnatural action” at which there was “no pretence” of getting her accustomed, and
the conclusion to which the evidence, in the form of the manual‟s instructions,
Mrs Sheahan‟s description and Mrs Weaver‟s own understanding, pointed: that she
was to move within the limits of her physical capacities as improved by practice. In
my respectful view, his Honour misapprehended the nature of the instruction given.
The question which now falls for consideration is whether that instruction was
reasonable.
[43] The trial judge was correct in his conclusion that Mr Unger‟s evidence supported a
different manner of proceeding. As to that, the submission for Mrs Weaver as to the
effect of Mr Unger‟s evidence must be accepted. It was, that the manoeuvre should
be performed slowly and carefully, not merely at the commencement of training, but
also in the context of an actual attack; Mr Unger‟s specific reference to moving in
that manner to prevent loss of eye contact with an attacker makes that clear. The
question remains, though, whether it was reasonable to give Mrs Weaver an
instruction that she should move as quickly as she could, rather than “slowly and
carefully”. The fact that Mr Unger regarded the latter as an appropriate way of
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training employees to respond does not mean that a different view, that an employee
should gain the capacity to move as quickly as possible away from the threat, was
not reasonable.
[44] Mrs Weaver‟s case at trial did not involve any suggestion that there was a difference
between instructions which might reasonably be given to an employee as to how to
escape an attack and those which might be appropriate for an employee being taught
how to train others in avoiding assault. It was not contended that if the instructions
given to Mrs Weaver were reasonable in the former context, they were not
reasonable in the latter. There undoubtedly was some risk entailed in Mrs Weaver‟s
performing the manoeuvre, whether for the purposes of practice or demonstration.
But the reasonableness of the Endeavour Foundation‟s response to the risk had to be
assessed in the larger context of the purpose of the activity, which was to provide
Mrs Weaver and other employees with the means of avoiding an attack.
[45] In concluding that there was “no countervailing benefit” to the instruction in any
circumstance short of actual assault, the trial judge seems to have overlooked the
benefit pointed to by the Endeavour Foundation: that an employee would,
presumably, be more able to move quickly in a real-life assault situation for having
practised the back steps manoeuvre with the aim of performing it as quickly as
possible. Certainly, the ability to perform it slowly and carefully seems unlikely
to prove of value, except in evasion of an equally slow-moving aggressor.
Anderson v Mt Isa Basketball Association was a different case: there the employer
had no conflicting responsibility which might prevent it from giving the instruction
against running backwards. In this instance, with the Endeavour Foundation‟s
responsibility of safeguarding employees from attack, the instruction to move as
quickly as possible was a reasonable one.
[46] It was, of course, possible for a video to be used to demonstrate the technique.
However, there was an absence of evidence as to the effectiveness of a video
demonstration as a form of training. As the Endeavour Foundation pointed out,
Mrs Sheahan and Mr Unger were not questioned on the point, and Mr McDougall,
as a mechanical engineer, was not in a position to assist. Indeed he did not purport
to do so; his opinion was as to the efficacy of videos in minimising risk, not in
teaching. In any case, to ask Mrs Weaver to demonstrate the manoeuvre to others as
quickly as she was capable of doing was not unreasonable. There was no logic in
training her with the aim that, through practice, she achieve whatever speed she
could manage in the manoeuvre, only to require that she demonstrate it in slow
motion or through use of a video. The concern against which the activity was
directed, the risk of assault, with the corresponding need to be able to move with
expedition, had not ceased to operate.
[47] In my respectful opinion, the appellant has made out some of its appeal grounds:
that his Honour mistook the nature of the instruction; that he erred in finding that
there was “no pretence of getting an employee used to this unnatural action”; and,
crucially, that he erred in concluding that the instruction given to Mrs Weaver was
unreasonable. Its appeal should be allowed. But it is necessary also to consider the
ground of appeal relating to the damages awarded for future services, in case my
conclusion on liability does not stand.
The award for future services
[48] Mrs Weaver claimed $130,000 for future paid assistance, on a basis of eight hours
per week at $35.00 per hour for 13.5 years. The trial judge summarised the tasks
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identified in her quantum statement as “cooking, cleaning, washing, washing up,
yard work, mowing, vacuuming, driving, feeding pets and the like”. He awarded
damages of $30,000 to reflect Mrs Weaver‟s need for assistance over a two year
period.
[49] His Honour applied s 308E of the Workers’ Compensation and Rehabilitation Act
2003:
“308E Services not required by or provided to worker
beforeinjury
(1) This section applies if the worker usually did not
require or was not provided with particular services
before the worker sustained the injury.
(2) A court can not award damages for the cost or value
of any services provided to the worker after the
worker sustained the injury, or that are to be provided
to the worker in the future as either gratuitous
services or paid services, if the services that have
been provided to the worker after the worker
sustained the injury are gratuitous services.”
[50] The Endeavour Foundation contended that his Honour should, instead, have
adverted to s 308C of the Act:
“308C Worker performed services before injury
(1) This section applies if, before the worker sustained
the injury, the worker usually performed particular
services.
(2) A court can not award damages for the cost or value
of services of substantially the same type that have
been provided to the worker after the worker
sustained the injury, or that are to be provided to the
worker in the future as either gratuitous services or
paid services, if the services that have been provided
to the worker after the worker sustained the injury are
gratuitous services.”
[51] The Workers’ Compensation and Rehabilitation Act 2003 defined various terms
used in both sections:
“gratuitous services means services, other than paid services, that
are provided to a worker by a member of the worker's family or
household, or by a friend of the worker.
paid services means services that are provided to a worker at
commercial rates by another person in the person's professional
capacity or in the course of the person's business.
services means services of a domestic, nursing or caring nature.
Examples of services –
• assisting with personal hygiene-needs
• changing bandages
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• cleaning
• cooking
• dressing wounds
• gardening
• housekeeping
• mowing the lawn”.7
[52] Mrs Weaver‟s evidence, accepted by the trial judge, was that she had, after her
accident, paid her mother, neighbours and a friend for domestic assistance, but not
at any commercial rate and sometimes through means other than cash:
accommodation or provision of petrol. In addition, however, she had retained
a commercial cleaning service which had provided five hours of cleaning at $65.00
per hour. The learned trial judge found that only the commercial cleaning could be
classified as a paid service as defined in the Act, but relied on the decision of this
court in Foster & Anor v Cameron8 to conclude that because the services provided
were partly gratuitous and partly paid, the exclusion in s 308E did not apply.
[53] The plaintiff in Foster & Anor v Cameron could not, because of his injuries, mow
his lawn. Members of his family usually performed the task for him, but on seven
or eight occasions, when they were not available, he engaged a commercial
contractor to perform the task. As here, the trial judge had applied s 308E, but this
court regarded s 308C as applicable. The court ruled that the services - some paid,
some not - did not, taken collectively, fall within either the definition of paid
services or that of gratuitous services. Instead, they were a hybrid, with which
s 308C(2) did not deal. The provision of those services did not, therefore, preclude
the award of damages to the plaintiff in respect of the need for lawn mowing
services.
[54] The Endeavour Foundation argued that the reference in s 308C(2) to “services of
substantially the same type” required attention to the particular types of services
being performed pre-injury and a corresponding distinction between types of
services performed post-injury in determining whether they had been provided
gratuitously or not. The only paid services his Honour found that Mrs Weaver had
received were house cleaning services; the quantum statement claimed for a broader
range of services without any differentiation so as to allow for assessment of the
cost of the house cleaning services; and his Honour had allowed damages for all of
the types of services claimed. He should not have made any award because
Mrs Weaver had not established the extent of the “services of substantially the same
type” as those she had previously performed.
Discussion
[55] According to Mrs Weaver‟s quantum statement, she had previously carried out the
tasks for which she now claimed future assistance. The Endeavour Foundation is,
accordingly, correct in saying that s 308C(1), not s 308E(1), was enlivened. Its
submission as to the distinction between services entailed in s 308C(2) must also be
accepted. The words “substantially the same type” suggest a categorisation of
services, although not necessarily precise delineation. To construe the section as
contemplating that the court would deal with services at large in considering their
classification as gratuitous or paid would produce absurdity. By way of example, if
7 s 308A.
8 [2011] QCA 48.
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a plaintiff were over a matter of years between injury and trial to benefit from
a wide range of gratuitous services – driving, nursing, cleaning, housekeeping – and
on one occasion to pay a commercial enterprise for lawn mowing, all the other
services, on that construction, would lose their character as gratuitous and move into
the „hybrid‟ category.
[56] It is, accordingly, not a correct approach to deal collectively with “cooking,
cleaning, washing, washing up, yard work, mowing, vacuuming, driving, feeding
pets and the like”, as his Honour did. In this case, cleaning services (which would
rationally include vacuuming) were the only type of service of which it could not be
said unequivocally that they were “gratuitous” services; instead, they fell within the
“hybrid” category referred to by Chesterman JA in Foster & Anor v Cameron.
The Endeavour Foundation is correct in saying that it was only in respect of those
services that Mrs Weaver was entitled to damages.
[57] It was submitted for Mrs Weaver that if that were the conclusion, an allowance for
cleaning at 5 hours per week at $65.00 per hour for two years was, in any event,
a fair and reasonable finding open on the evidence; and that would be higher than
$30,000. The evidence was certainly scant as to how much cleaning Mrs Weaver
needed assistance with. An invoice from the cleaning firm she had engaged showed
that it had cleaned for her on two days in one week, working shifts of three and two
hours; which might give rise to an inference that in any given week, of the eight
hours assistance claimed, five hours were needed in respect of cleaning. Some
assistance for that fragile inference is obtained from the activities described in the
quantum statement; one could, on a broad-brush approach, infer that cleaning chores
comprised about two-thirds of the tasks with which Mrs Weaver required assistance.
If one were to moderate the award accordingly, it would make a difference of
about $10,000.00; 2.7% of the total award of $369,000.00. A variation of
those proportions would not, in my view, justify interference with the judgment:
Elford v FAI General Insurance Company Limited.9
Orders
[58] I would allow the appeal, set aside the judgment at first instance and enter judgment
for the appellant. The parties should have leave to make submissions on costs
within 14 days of the delivery of this judgment.
[59] FRASER JA: I have had the advantage of reading the reasons for judgment of
Holmes JA. I agree with those reasons and with the orders proposed by her Honour.
[60] MARGARET WILSON J: I agree with the orders proposed by Holmes JA and
with her Honour‟s reasons for judgment.
9 [1994] 1 Qd R 258 at 265.
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Official source: https://www.sclqld.org.au/caselaw/QCA/2013/371