Category: Best Practice Presentations

Best Practice Session 3 – 2014 Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 3
Wednesday, April 9, 2014
2:40 p.m. to 3:50 p.m.

at the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received from the presenters. If you have any questions, please e-mail Barb.


Using TapRooT® to Prevent Serious Injuries and Fatalities (Dave Janney) (View presentation.)


Where is Your Equipment Reliability Program? The Good, The Bad & The Ugly (Mark Olson) (View presentation.)


How Good Communication Changes Human Performance (Clare Solomon and Mark Ormond)(Handout 1) (Handout 2)


Systems Root Cause Analysis of Intergenerational Issues (Akivah Northern) (Presentation will be uploaded when received from presenter.)


Measure Your RCA System: The Good, The Bad & The Ugly (Richard Mesker, Ralph Blessing, Brian Dolin) (Presentation will be uploaded when received from presenter.)


TapRooT® Case Studies (Kevin McManus) (View presentation.)


Stump (and Advise) the Software Experts (TapRooT® Development Team) (Presentation will be uploaded when received from presenter.)

Best Practice Session 4 – Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 4
Thursday, April 10, 2014
9:10 a.m. to 10:30 a.m.

at the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received. If the presentation you are looking for is not available, check back later. If you have any questions, please e-mail Barb.


What’s New in the TapRooT® Software (Dan Verlinde) (Presentation will be uploaded when received from presenter.)


The Business End of Equipment Reliability, Part 1 (Heinz Bloch) (View Presentation.)


Why Exceeding Customer Expectations is Wrong (Chris Vallee) (Presentation will be uploaded when received from presenter.)


Do You Have What It Takes To Sell Safety? (Clare Solomon & Larry Perkinson) (Presentation will be uploaded when received from presenter. (Handout 1) (Handout 2)

Best Practice Session 5 – 2014 Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 5
Thursday, April 10, 2014
10:50 a.m. to noon

at the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received. If the presentation you are looking for is not available, check back later. If you have any questions, please e-mail Barb.


Get Your RCA PhD: Advanced Root Cause Analysis Using TapRooT® (Mark Paradies) (View Presentation.)


The Business End of Equipment Reliability, Part 2 (Heinz Bloch) (View Presentation.)


Slips, Trips and Falls: The Science Behind Walking HSL (Rob Shaw) (View Presentation.)


Metrics & Trending

Kevin McManus – Your Metrics Must Have a Purpose (View Presentation.)

Chris Vallee – (Presentation will be posted when received from presenter.)

Best Practice Session 6 – 2014 Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 6
Thursday, April 10, 2014
1:00 p.m. to 2:20 p.m.

at the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received. If the presentation you are looking for is not available, check back later. If you have any questions, please e-mail Barb.


TapRooT® Certified Instructor Recertification Workshop (Presentation is not public – Certified Instructors only.)


The Foundations of Equifactor® (Heinz Bloch) (View presentation.)


Human Performance Tools & Organizational Factors (Mark Paradies and Frank Verschueren)

(View Mark Paradies’ Presentation.)

(View Frank Verschueren’s Presentation.)


Expert Facilitation of Investigations Using TapRooT® Software (Brian Tink) (Presentation will be uploaded when received from presenter.)


Driving Safety – Culture Leads to Success (Bruce Huber) (View outline – presentation will not be public.)


Best Practice Session 7 – 2014 Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 7
Thursday April 10, 2014
2:40 p.m. to 3:50 p.m.

at the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received. If the presentation you are looking for is not available, check back later. If you have any questions, please e-mail Barb.


Infamous Accidents:

  • Piper Alpha (Alan Smith & Alan Scott) (Presentation will be uploaded when received from presenter.)
  • Titanic (Harry Thorburn) (View Presentation)


Fatigue & Human Performance – The Tell Tale Signs of Fatigue-Related Mistakes (William Sirois) (Presentation will be uploaded soon.)


CAPA Best Practices: Is Your Industry Really that Different?

  • Power Distribution Industry: Establishing and Sustaining a Corrective Action Steering Committee (Amy Bratkovic) (View Presentation.)
  • Lawrence Berkeley National Laboratory Corrective Action Effectiveness Review Approach (Theresa Triplett) (View Presentation.)


How We Implemented TapRooT® Enterprise Software (Scott Gunderson & Jennifer Hegert)

(View Scott Gunderson’s presentation.)

(View Jennifer Hegert’s presentation.)


The Foundations of Equifactor® (Heinz Bloch) (View Presentation.)



Best Practice Session 8 – 2014 Global TapRooT® Summit

April 7th, 2014 by

Here are the presentations and handouts received thus far for:

Best Practice Session 8
Friday, April 11, 2014
8:00 a.m. to 8:50 a.m.

the 2014 Global TapRooT® Summit. Presentations will be uploaded as they are received. If the presentation you are looking for is not available, check back later. If you have any questions, please e-mail Barb.


Interviewing: DeCoding Non-Verbal Communication (Barb Phillips) (View Presentation.)


Best Practices in Equipment Reliability (Heinz Bloch) (View presentation.)


Wellness Programs (Dr. Becky Blessing and Ralph Blessing) (View presentation.)


High Reliability Industry Lessons Learned for Healthcare (Gard Clark, Kay Gallogly & Dana Barclay) (View presentation.)


Test Drive the Version 6 Software (Dan Verlinde) (Presentation will be uploaded when received from presenter.)

Lessons *Not* Learned from Deepwater Horizon & Texas City (and How to Improve Investigations)

March 3rd, 2014 by

Mark Paradies, President of System Improvements, Inc./TapRooT®, presents a view of lessons *not* learned according previous reports related to Deepwater Horizon & Texas City. In this 2013 Global TapRooT® Summit presentation he critiques the failure to learn and prevent accident recurrence, and offers suggestions to improve investigations.

View four-part video of this presentation:

Part One

Part Two

Part Three

Part Four

Court Hearing Reveals Pilots Complained of Fatigue Before Fatal Crash

February 20th, 2014 by

280px-Nose_and_forward_section_of_UPS_1354On August 14, 2013, UPS Airlines Flight 1354 crashed and burst into flames short of the runway on approach to Birmingham–Shuttlesworth International Airport. Both pilots of the cargo plane were pronounced dead at the scene of the crash.

The Federal Aviation Administration issued new rules aimed at ensuring airline pilots have sufficient rest 2 years ago, and proposed to include cargo airlines in draft regulations, but exempted them when final regulations were released, citing cost.

Read the rest of the story on The Washington Post.

Learn more about tell-tale signs of fatigue-related mistakes at the 2014 Global TapRooT® Summit. Summit speaker Bill Sirois, Senior Vice President and Chief Operating Officer for Circadian Technologies, will be speaking about fatigue and human performance.

Fatigue in the workplace is difficult to measure, and it is even more difficult to identify as a causal factor of accidents and injuries. However, fatigue does contribute to human errors including errors in judgment, risk-taking behaviors, clouded decision-making, ability to handle stress and reaction time. 

Join us for the Human Error Reduction and Behavior Change track, April 9 – 11, 2014 in Horseshoe Bay, Texas, to hear this talk.

LEARN MORE on the Summit website.

REGISTER NOW for the Human Error Reduction and Behavior Change track.

2014 Global TapRooT® Summit Best Practice Tracks: Our Track Leaders Make it Easier to Choose!

January 27th, 2014 by


Still undecided about which best practice track to choose?

Our next exciting Summit is just around the corner (April 7 – 11, 2014 in Horseshoe Bay Texas), and our Track Leaders invite you to solve your most pressing issues in 2014 with these special invitations and useful information:

Incident Investigation & Root Cause Analysis: Do you want to increase your incident investigation & root cause analysis skills? Learn advanced topics on this track and take your skills to the next level. (View Ken Reed’s video invitation.)

Human Error Reduction & Behavior Change: Improve human performance at your facility! This track is full of ideas you can take back and apply immediately. (View Mark Paradies’ video invitation).

Safety Improvements and Serious Injury / Fatalities Reduction: If you are a safety professional, you will find a good mix of TapRooT® Root Cause Analysis information as well as general safety info on this track. (View Dave Janney’s video invitation.)

Process Quality & Corrective Action Program: Are your corrective actions falling flat? Does your process quality leave something to be desired? Come and share your top concerns and let us help you find solutions. (View Chris Vallee’s video invitation.)

Improving Healthcare Quality & Patient Safety: Does your healthcare facility need a reboot when it comes to root cause analysis? Attend this track and learn how to do better sentinel event investigations, and improve the quality of investigations in healthcare. (View Ed Skompski’s video invitation.)

Equipment Reliability Improvement and Troubleshooting: Have you heard about our special guest speaker? If you work with equipment, you won’t want to miss this track. (Learn more about this track.)

Certified TapRooT® Instructor Track: Calling all Certified Instructors! It’s required that you attend the Summit and some additional training once every two years.  (View Michelle Wishoun’s video invitation.)

Software Track: Do you use the TapRooT® software to conduct your investigations? It doesn’t matter if you are a new or seasoned TapRooT® Software user, this track was designed for you. Do you want to know all the updates we’ve made in the last year? Do you want all the tips and tricks for using the TapRooT® Software for SnapChart®s, trending, reports, and communicating/tracking corrective actions? (View Ed Skompski’s video invitation.)

Special Topics: Consider the Special Topics Track as an “extra” topics list you can choose from to replace a topic on your track that may not apply to what you do or to replace a topic you’ve already studied in depth. If you are bringing your spouse this year, he or she may also find some interesting topics here. (Learn more about this track.)


Best Practices in Equipment Reliability Improvement & Troubleshooting

January 23rd, 2014 by

images_heinz.bloch2-1-tm.jpgLearn Best Practices in Equipment Reliability Improvement & Troubleshooting at the 2014 Global TapRooT® Summit! Join us in Horseshoe Bay, Texas (near Austin) April 9 – 11, 2014 and learn about the business end of equipment reliability and the foundations of Equifactor® from global expert, Heinz Bloch.

The Business End of Equipment Reliability

Reliability engineering efforts often suffer from a fragmented approach. Some companies and facilities repeat consultant-conceived generalities and wonder why they get bogged down in squabbles over definitions and benchmarking numbers. In fact, some could even dispense with the reliability engineering function without seeing a blip in their company’s profitability (or lack thereof).

However, other corporations and business entities are far more structured and productive. Their reliability engineering endeavors are well defined and they have budgets and accountability. For them, reliability engineering is never an afterthought. This presentation shows where the two differ. It is short on vague generalities and long on value-adding specifics.

The Foundations of Equifactor

The presenter has authored or co-authored 18 textbooks on reliability improvement topics. His text “Machinery Failure Analysis and Troubleshooting” is now in its 4th Edition. This book contains time-tested methods of identifying root causes of failures which were subsequently melded into the “Equifactor-approach.” Equifactor is a straightforward and repeatable method which, for many decades, has kept a select few user companies at the top of Best Practices or Best-of-Class performers. The presenter shares several case histories to illustrate how he successfully used its core approach 30 years ago and still practices it today.

LEARN MORE about the equipment track from track leader, Ken Reed (view video).

MAKE A WEEK OF IT by attending the 2-day equipment Pre-Summit Course in addition to the 3-day Summit (learn details about the 2-day).

REGISTER NOW for the 2014 Global TapRooT® Summit!

Mark Paradies to Speak at the 2014 Global TapRooT® Summit

December 3rd, 2013 by

Mark9-tm.jpgMark Paradies will be a keynote speaker at the 2014 Global TapRooT® Summit.

Mark is President of System Improvements in Knoxville, Tennessee. He is co-author of TapRooT® – Changing the Way the World Solves Problems, a contributor to the Root Cause Analysis Blog and the editor of the Root Cause Network newsletter. He is a member of the IEEE Committee writing a root cause analysis standard for the nuclear industry and is a co-author of the book Guidelines for Investigating Chemical Process Incidents published by the Center for Chemical Process Safety.

Mark earned a Master’s Degree in Nuclear Engineering with an emphasis on human factors at the University of Illinois. He was certified by Navsea 08 as an engineer in the Nuclear Navy and is a Certified Professional Ergonomist and a Certified Hazard Control Manager. He is a senior member of the American Society for Quality.

To learn more about the Summit, visit:

Which Best Practice Track Will Revolutionize Your Efforts in 2014?

November 21st, 2013 by

Did you know the Global TapRooT® Summit offers nine best practice tracks that can revolutionize your efforts in 2014? You won’t find another conference that offers so many opportunities to learn best practices in incident investigation, root cause analysis, and performance improvement.

The thing that makes the Summit Tracks so revolutionary is the personal attention to the selection of presenters. Behind every informative Best Practice Track is a dedicated Track Leader who has put significant thought into selecting best practice speakers.

Today, I’d like to introduce three of these Best Practice Track Leaders and give you an opportunity to hear what they have to say about their unique tracks.

Ken Reed, Partner, System Improvements has an awesome line-up of advanced sessions in Incident Investigation and Root Cause Analysis. Click on the image below to learn more about Ken’s track (two minute video).

Incident Investigation and Root Cause Analysis Best Practice Track (2:32).

Dave Janney, Senior Associate, System Improvements, has included “a good mix of TapRooT® information and safety information” that he thinks you will enjoy on his Serious Injury/Fatalities Reduction Best Practice Track. Click the image below to learn more about Dave’s track (three minute video).
Dave.Track.Leader .

Chris Vallee, Senior Associate, System Improvements, lists topics that you can look forward to this year on the Process Quality & Corrective Actions Programs Track. Click the image below to learn more about Chris’ track (one minute video)..


So, after viewing the above videos, which Best Practice Tracks or sessions mentioned by the Track Leaders stand out for you? Which track would most likely revolutionize your incident investigation, root cause analysis, and performance improvement efforts in 2014?  Leave your thoughts in the comments below.

We hope to see you at the 2014 Global TapRooT® Summit!

Do you know which track you want to attend? Register now!

Edwin G. Foulke Jr. to Speak at the 2014 Global TapRooT® Summit

November 19th, 2013 by

We are looking forward to welcoming Edwin G. Foulke, Jr. as a keynote speaker at the 2014 Global TapRooT® Summit.

Edwin G. Foulke, Jr. - Fisher & PhillipsShot November 17, 2008He is a partner in the Atlanta office of Fisher & Phillips LLP, where he serves as co-chair of the firm’s Workplace Safety and Catastrophe Management Practice Group. Prior to joining Fisher & Phillips, Ed was the Assistant Secretary of Labor for Occupational Safety and Health. Named by President George W. Bush to head OSHA, he served from April 2006 to November 2008. During his tenure at OSHA, workplace injury, illness, and fatality rates dropped to their lowest levels in recorded history. For more than 30 years, Ed has worked in the labor and employment area, focusing on occupational safety and health issues. He also served on the Occupational Safety and Health Review Commission in Washington, DC, chairing the Commission from March 1990 to February 1994. In 2010, 2011 and 2012-2013 he was named as one of the “50 Most Influential EHS Leaders” by EHS Today magazine, and in 2008 he was named as one of the “50 Most Influential EHS Leaders” in the United States by Occupational Hazards magazine. Mr. Foulke is recognized as one of the nation’s leading authorities on occupational safety and health issues.

Mr. Foulke will present:

“Be Prepared For Sweeping Workplace Safety Changes”

If OSHA has fallen off your radar screen, it is time to put it back on. Over the past several years, OSHA has been changing, and more changes are on the way. Employers in all industries are seeing a continued shift away from the government’s past emphasis on cooperative efforts with employers to a more aggressive enforcement approach.

This presentation will briefly review the essential elements of OSHA compliance and an effective workplace safety and health program, with an eye toward preparing for increased civil and criminal enforcement and the growing group of whistleblowers. The presentation will also explain how improved safety can help increase a company’s profitability and, when used properly, how safety compliance can be a “profit center” and not another administrative cost.

Learn more about the 2014 Global TapRooT® Summit.

Carl Dixon to Speak at the 2014 Global TapRooT® Summit

November 5th, 2013 by

We are looking forward to welcoming Carl Dixon as a keynote speaker at the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay, Texas.

Carl Stool Tornado PicCarl Dixon is a Canadian musician, singer and songwriter. More than that, he is an entertainer who has performed for audiences around the world for many years. A presence on stage, screen, radio and print (and now the internet), which he’s maintained for over three decades has created a following of people who care about the man and his music.

The career of the good-natured native of Northern Ontario includes his beginnings as lead singer/songwriter of Coney Hatch, lead singer of the Guess Who for eight years, and member of April Wine for four years. A run of album releases with all the above-named bands and his solo work, along with concert appearances around the globe, has made Carl internationally known.

Musically these days Carl either performs a solo acoustic show or tours with his Carl Dixon Band. Speaking appearances are his latest passion, a chance to share his thoughts and experiences in a direct connection to an audience.

In April 2008 Carl’s career path was disrupted by a catastrophic car accident in Australia. This left him in coma with terrible injuries and a poor prognosis from the trauma doctors. To general amazement Carl pushed himself toward recovery with a “No weakness, no fear” motto. He overcame the adversity and eventually made a full return to performance and life. This experience and the lessons gained through it form a large component of Carl’s speaking presentation.

His book Strange Way to Live is being published, an account of Carl’s experiences and impressions of his life and musical adventures to date.  The book details the path which led Carl to here and the factors which helped him overcome the accidents’ effects.

Residing in the forests and hills of Haliburton, Ontario, “Lucky Dog” Carl has a charmed life with his wife and two daughters.

And to those who enjoyed his performance at the Summit reception in Gatlinburg in 2013 — he has agreed to play an acoustic set for us again in 2014!

Learn more about the Summit:

Do Employee Health Management Programs Work?

November 1st, 2013 by

Dr. Rebecca Blessing and Ralph Blessing will be returning to the 2014 Global TapRooT® Summit to share about workplace wellness programs.

Health Management Organizations are making their way into corporate America to help manage rising health care costs. Both employers and employees are affected by these rising costs with loss of work productivity, higher insurance rates and chronic illness that is overwhelming our health care systems. In this session, they will explore the top health issues and examine if employer health management programs in the workplace are a viable option to this spiraling issue.

Rebecca.BlessingDr. Rebecca A. Blessing is a Doctor of Chiropractic. She has a Bachelor of Science degree in Nutrition, holds a Master’s of Science Degree in Health Psychology and is a Certified Neuromuscular Therapist. For 25 years she has been studying alternative and complementary healing methods. She is a strong advocate for integrating complementary and alternative medicine into main stream medicine.


Her primary focus is manual therapy, working with individuals on a physical, emotional and spiritual level to achieve their optimal health and balance. She is the owner of Integrated Health Concepts LLC and Vice President of Atlanta Wellness Institute. She is a member of the Alliance for Massage Therapy Education where she is a Professional Standards Chair that recently completed the task of creating national standards and ethics for massage therapy educators. She has been an instructor of Neuromuscular Therapy for myofascial pain dysfunction for 15 years. For the past 10 years she has been practicing with Dr. Harry Delcher, MD an endocrinologist who specializes in hormone disorders and a Dr. Bernadette Saviano who is Holistic Health Counselor.
Ralph.BlessingRalph Blessing possesses over 25 years of safety and health experience encompassing general industry, construction, training and public speaking. Ralph possesses a M.S. in Occupational Safety and Health and is an adjunct professor at both Southern Polytechnic State University in the Construction Management Program and at the College of Safety and Environmental Studies at Columbia Southern University.  In addition, he has conducted safety classes that have trained in excess of 4000 personnel.
REGISTER NOW for 2014 Global TapRooT® Summit Week, April 7 – 11, 2013, Horseshoe Bay, Texas.

Analyze and Fix Safety Culture Issues

November 1st, 2013 by

Our employees aren’t wearing proper PPE, even though we’ve told them over and over again.

hardhatSound familiar?  Wouldn’t it be nice if people wanted to follow the rules? Not because they have to but because they want to? How do you turn reluctant compliance into committed behaviors?

Come to the 2-Day PreSummit Course, Analyzing and Fixing Safety Cultures, (April 7 – 8, 2014, Horseshoe Bay, Texas) and learn how to fix safety culture issues like these at your facility.

This course includes:

  • A clear definition of safety culture.
  • An overview of various safety culture models.
  • An organizational culture survey from Human Synergistics International designed to identify your current culture.
  • Why it is good business to improve safety culture.
  • The relationship between incidents and safety culture.
  • The importance of strong safety leadership. What some organizations are doing to strengthen their safety culture.
  • What “puzzle pieces” you need to put in place to improve your safety culture.

REGISTER NOW for the Pre-Summit Course and the TapRooT® Global Summit and save $200.

BRING YOUR SPOUSE to a fabulous Horseshoe Bay Resort.

LEARN MORE about our 13 Pre-Summit Courses.

Don’t Major in the Minors: Focus on Real Problems by Learning Advanced Trending Techniques

October 31st, 2013 by

201310231542.jpgWhen we don’t trend the right things, we may not recognize when we have a large class of problems that need attention. Attend the 2-Day Pre-Summit Course, Advanced Trending Techniques, and learn to spot real trends and recognize everyday variations. You don’t need to be a math whiz to attend this course. In fact, you just need to know simple math. This course will be held during Global TapRooT® Summit week, April 7 – 11, 2014 in Horseshoe Bay, Texas.

Attendees to this course will also get a complimentary fully working edition of an advanced trending template to use with Microsoft Excel to produce the specialized trending graphs taught in the course.

Don’t major in the minors! Focus on the real problems by learning advanced trending techniques.

REGISTER for this 2-Day Pre-Summit Course and the 3-Day Summit and save $200.

LEARN MORE about our 13 Pre-Summit Courses.

Define Causal Factors with Ease – Sign up for the Advanced Causal Factors Course

October 30th, 2013 by


The 2014 Global TapRooT® Summit is on the horizon and many people don’t realize that the 3-day Summit can actually be extended two days by registering for a 2-Day Pre-Summit course. Maximize your opportunity to learn, network and boost your career. It’s even a chance for a little fun when the conference day ends since the 2-Day Pre-Summit and 3-Day Summit are both held at the Horseshoe Bay Marriott Resort (Pre-Summit is April 7-8, 2014 and the Summit is April 9-11, 2014).

13 Pre-Summit courses are on the schedule!  Today we’d like to highlight just one of them that can save you time at work and ensure you’ve covered all the bases for determining the correct causal factors so your reports get approved by management.

Advanced Causal Factors

If you’ve ever felt indecisive about determining causal factors, this course will help you make the determination with confidence.

You’ll learn:

  • alternate definitions of causal factors.
  • how to relate risk to causal factors.
  • how to cover common problems encountered when defining causal factors.
  • how to use the “should have, would have or could have” test and relate causal factors to the hierarchy of the TapRooT® process.

Additionally, many case studies will be used including some recent major events. Bring a case study of your own defining an incident, a brief discussion of what happened and the causal factors you picked.

REGISTER NOW for the Summit and Advanced Causal Factors course and save $200!

Or LEARN MORE about Pre-Summit courses.


Special 2-Day Equifactor® Equipment Troubleshooting and Root Cause Analysis Course

October 29th, 2013 by

OLYMPUS DIGITAL CAMERADo you have to be TapRooT® trained to benefit from attending the Global TapRooT® Summit? No, anyone seeking to minimize accidents, quality issues, production problems, maintenance headaches and patient safety issues will benefit. But there are two exclusive opportunities to do so and make Summit week the best five days of learning, sharing and networking that you will experience in 2014.

First Opportunity: We recently posted about an opportunity to take our 2-Day TapRooT® Incident Investigation & Root Cause Analysis Course as a Pre-Summit course. If you haven’t been TapRooT® trained, this is the perfect time to advance your root cause analysis skills by learning the TapRooT® Essentials to find and fix the root causes of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events and other types of problems, and then head right into the 3-day Global Summit to learn more ways to apply what you’ve learned.

Second Opportunity: Learn TapRooT® Root Cause Analysis PLUS gain equipment troubleshooting skills, by attending the

Special 2-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Analysis Course

(Learn more.)

What are the benefits of taking this course? Saving time and money!

Save Money

When you register for both a Pre-Summit course and Summit course, you automatically save $200.

Save Time

Even more valuable than that is the time-saving benefit. This is the one time we will offer this course as a 2-day all year — it is a 3-day course when you register for it any other time except as a Pre-Summit course.

Learn the Equifactor® Equipment Troubleshooting Technique for Root Cause Failure Analysis of Equipment Problems. Once you find the real root causes using this systematic process, learn to develop effective fixes that will keep problems from happening again. Check your corrective action effectiveness using the SMARTER technique. Also, learn to find and fix equipment problems proactively BEFORE an accident or incident occurs and to analyze the Safeguards that keep problems from happening or from getting worse once a single Safeguard fails. Learn what to include in effective presentations to management when presenting the results of a root cause analysis. Course participants receive the book, Machinery Failure Analysis and Troubleshooting, the TapRooT® Book, the pocket sized Root Cause Tree® Dictionary, and a laminated Root Cause Tree®.

Are you ready to take your equipment troubleshooting skills to the next level? Then sign up for the Special 2-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Analysis Pre-Summit Course and the Equipment Reliability Improvement & Troubleshooting track at the TapRooT® Summit.

Register Now or Learn More about the 2014 Global TapRooT® Summit.

How Do You Identify Fatigue-Related Mistakes in the Workplace?

October 23rd, 2013 by

bill-sirois.jpgFatigue in the workplace is difficult to measure, and it is even more difficult to identify as a causal factor of accidents and injuries. However, fatigue does contribute to human errors including errors in judgment, risk-taking behaviors, clouded decision-making, ability to handle stress and reaction time.  At the 2014 Global TapRooT® Summit, we will examine issues of fatigue and human error in more detail. Come and join us on Thursday, April 10 at 2:40 p.m. for:

Fatigue and Human Performance – The Tell-Tale Signs of Fatigue Related Mistakes

Bill Sirois will be leading this informative session He is the Senior Vice President and Chief Operating Officer for Circadian Technologies, a leading research, information and consulting firm specializing in reducing the costs, risks and liabilities of shiftwork and extended hours operations. Bill has a chemical engineering and ergonomics background, with more than three decades of operational management and consulting experience in the areas of health, safety, and productivity.

See the Summit Schedule to learn more about the sessions we have lined up on the Human Error Reduction and Behavior Change track in 2014.




Rocky Bleier to Speak at the 2014 Global TapRooT® Summit

October 22nd, 2013 by

Rocky Bleier (2)We are looking forward to welcoming Rocky Bleier as a keynote speaker at the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay, Texas.

Rocky Bleier’s life story–a gripping tale of courage on both the football fields of America and the battlefields of Vietnam–has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.

With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.

Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to stand out. Despite his drive and ability to make the big play, the Pittsburgh Steelers only considered him a late round pick. But before the season ended that first year, he was drafted again–this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.

For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made the Pittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.

The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back , and an ABC-TV movie of the week by the same name.

Rocky is active in the Veteran’s Administration–Abraxas, the National Multiple Sclerosis Society, the United Way, the Pennsylvania Association for Retarded Children; he serves as honorary chairman of the Special Olympics and supports the Civic Light Opera. As a board member of the Vietnam Veterans Memorial Fund, Rocky helped make possible the erection of a monument in Washington, D.C. to the servicemen and women who died in Vietnam.

Rocky’s special qualities have been recognized by colleagues as well as others who have honored him with awards too numerous to list in detail. Among them are the Whizzer White Humanitarian Award, the Vince Lombardi Award and the Most Courageous Athlete of the Decade Award. He has also received awards from the USO and been named one of the Ten Outstanding Young Men in America by the U.S. Jaycees.

Today, Rocky Bleier shares his expertise and insight as the sports anchorman at the NBC affiliate in Pittsburgh, WPXI-TV. He is in demand as a speaker, motivating audiences in a wide variety of organizations, corporations and universities. And several companies, such as Uniroyal Tires, Sports Illustrated, Soloflex, Bradford-White, Swanson Dinners and First Federal Savings of Pittsburgh have benefited from his televised endorsements of their services and products.

Learn more about the Summit:

How to Register for the 2014 Global TapRooT® Summit

October 18th, 2013 by

It’s easy to register for the Summit through our online system. Here are 8 simple steps:

1. Visit our registration page. Note that the best value is to attend the whole week (register for a 2-day Pre-Summit course and the 3-day Summit). You can save additional money by signing up with 2 or more of your co-workers. Enter the number of attendees you are registering in the box.

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2. Complete Attendee Information. The second screen asks for general information. What is different about this step this year is that you can register your spouse for $100 on this screen. Note the checkbox just below where you enter your email address. Check it to bring your spouse, and don’t forget to add your spouse’s name just under the checkbox. It’s that easy!

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3. Select your 2-day Pre-Summit course.  You can find descriptions for each 2-Day Course here.

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4. Select a Best Practice Track.  You will note all the track names are listed in the left column. You can review and select a best practice track schedule by clicking the button next to the track name. In the image below, the Process Quality and Corrective Action Program track is selected.

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5. Make any Modifications. If there is a session on the track you would like to replace with another session (like a session from “Special Topics” including TapRooT® and Medical Advisory Boards), then simply click the gray modify button on the top right of any red best practice session box, and a pop-up will appear with other options. Then, click the button next to the session you want to attend.

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6. Choose Special Topics. The next screen lists some special topics giving you another option to modify your schedule. You may have noticed you could do this in the step prior to this, but this is just another opportunity to modify your schedule with topics you may have missed. If you are on the TapRooT® Advisory Board or Medical Advisory Board, you can find the meeting easily on this screen and add it to your schedule.

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7. Verify Your Information. Click “Pay Now” or “Invoice Me” to continue. Or, if you need to make changes, click “Make Changes” (These buttons are not shown on the image below, but you’ll find them at the bottom of the page when you register.). Be sure to check the box above these buttons to agree to the payment selected.

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8. Confirm. On the next screen, you will either enter your payment information and confirm, or, if you chose to be invoiced, you simply confirm.

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That’s all there is to it! If you need further assistance with registration, please contact us!

Learn more on the Summit website!

2014 Global TapRooT® Summit Keynote Speaker Line-up

October 17th, 2013 by

It’s easy to see why TapRooT® Root Cause Analysis Co-Creator Mark Paradies is in this line-up.  But how does a football legend, rock star, attorney and comedian fit into the Global TapRooT® Summit?

Click on the images below to find out.



Football Legend Rocky Bleier



Rock Musician Carl Dixon



Attorney Edwin J. Foulke



Comedian Christine Cashen



TapRooT® Co-Creator Mark Paradies

Join us for the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay Texas! (Learn more.)

Human Performance Tools & Organizational Factors

October 16th, 2013 by

The more one practices a behavior, the higher the probability that the behavior becomes habit. That’s why it’s important to provide a workplace environment with the right tools available to increase the ability to develop great habits. Are you using the right tools at your facility? And what’s wrong with typical human performance tools?

Mark9-tm.jpgMark Paradies, President of System Improvements and co-creator of the TapRooT® System, will guide you through these questions and help you find the most effective tools in the “Human Error Reduction Best Practices” session at the 2014 Global TapRooT® Summit. This session is scheduled for Thursday, April 10 at 1:00 p.m. Learn what’s wrong with typical human performance tools.



Frank.VFrank Verschueren will also be returning to the 2014 TapRooT® Summit to share how TapRooT® covers organizational factors during this session. Frank is the Inspector for Labour and Process Safety for Major Hazards Industries under the (European) Seveso Regulation in Belgium.


Make plans to join us as we share best practices in Human Error Reduction & Behavior Change at the Global TapRooT® Summit, Horseshoe Bay, Texas, April 7 – 11, 2014. Check out more best practices planned on our schedule page.


Bring Your Spouse to a Horseshoe Bay, Texas Resort next April!

October 9th, 2013 by
Sunset at Horseshoe Bay

Sunset at Horseshoe Bay

At past Summits, attendees have asked if their spouses could attend Summit activities with them. In the past, we have welcomed spouses to the Wednesday night Summit reception, but since the 2014 TapRooT® Summit scheduled for April 7 – 11, 2014 will be held at a AAA Four Diamond Horseshoe Bay Resort, we are opening the entire event to spouse attendance at a price that will fit any household’s budget.

Bring your spouses to as much, or as little, of the Summit as they choose for just $100!

That’s right — your spouse can register for the Summit for only $100.

This includes Summit breakfast on April 9, 10 and 11, Summit lunch on April 9 and 10, and food and drinks at the Summit reception on the evening of April 9. They may find plenty to do at the resort (including a fitness club and spa, golf, nearby hiking and biking trails, horseback riding, and so much more!) but they are also invited to attend keynote sessions and breakout sessions so they can take valuable information back home as well.

Here are just a few of the breakout sessions that they may enjoy attending:

Character Driven Success with Dr. Beverly Chiodo

Prepare to be inspired! Learn how our character traits drive our performance and what we can do to become more successful in life.

Systems Root Cause Analysis of Intergenerational Issues with Akivah Northern

Learn how to view and solve family problems using root cause analysis.

Interviewing: Decoding Non-Verbal Behavior with Barb Phillips

Understanding body language is a way to know what people are really thinking in spite of what they are saying.

It’s an incredible opportunity to enjoy the beautiful Horseshoe Bay sunset with your spouse after a busy day, and also include them in a learning environment that can be a life and career changer.

Mark your calendar for April 9 – 11, 2014 (Pre-Summit Courses will also be held April 7-8) and invite your spouse to attend. Learn more at:

or REGISTER NOW – you can register yourself and your spouse at:

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