Category: Summit

Gift yourself! (Santa has your back)

December 13th, 2017 by

Do you have the feeling that you have the ability to do more in your career in 2018 but are unsure of how to get going? Why not think about giving a gift to yourself?

Click here to learn more.

TapRooT® for Audits Pre-Summit Course at the Global TapRooT® Summit

December 13th, 2017 by

“An Ounce of Prevention is Worth a Pound of Cure.”
Ben Franklin

Around the world, professionals and companies have sought to find a better way to perform investigations on problems and losses. Many of the smartest people and leading companies use TapRooT®.

The TapRooT® Root Cause Analysis System is a robust, flexible system for analyzing and fixing problems. The complete system can be used to analyze and fix simple or complex accidents, difficult quality problems, hospital sentinel events, and other issues that require a complete understanding of what happened and the development of effective corrective actions. However, wouldn’t it be better if you never had to do investigations in the first place? Of course, and that is why auditing is so important.

Many companies do perform audits. Unfortunately, in some cases, this work does not yield improvements. Why? There are many reasons, but the primary reason is lack of good root cause analysis. A company can actually be very good at finding problems, but not be effective at FIXING problems.

Beyond auditing, proactive improvement can take many forms, and when effective, becomes an overall mindset and can put an organization on the path to excellence. If that is the case, why are more companies not proactive? Here are just a few reasons:

• Time (perceived at least)
• They don’t have a reason to (not enough pain)
• They do not have the buy-in (management and employee support)
• Procrastination (human nature!)
• They don’t know how (this is where TapRooT® comes in!)

TapRooT®, when used with auditing and proactive improvement programs, can help lead to organizational excellence and reduce the number of investigations required.

To help you in your performance improvement efforts, we created a course entitled “TapRooT® for Audits,” which will be a Pre-summit course at the Global TapRooT® Summit. Why should you attend?

Top 5 Reasons to attend TapRooT® for Audits:
1. You did an audit and found the same thing you did last year!
2. You have used TapRooT® for investigations but never used it for audits.
3. You are an auditor, not an investigator.
4. You are a good investigator, but want to become a better auditor.
5. You want to help your company improve, show your value to the company, and build your expertise level.

If any of these 5 reasons apply to you, please attend our course, TapRooT® for Audits, at the Global TapRooT® Summit, February 26-27, in Knoxville, TN. To register for the course (and the summit on February 28-March 2), click HERE

Are you on Santa’s “Naughty” or “Nice” List for investigative interviewing?

December 12th, 2017 by



I’m really excited to share the “Top 7 Secrets of a Great Investigation Interview” during Global TapRooT® Summit Week, February 26 – March 2, 2018 in Knoxville, Tennessee. Meanwhile, in the spirit of the season, I want to share some interviewing tips to keep you on Santa’s “nice” list!


Santa’s Nice List Santa’s Naughty List

Explain to the worker that you want to
interview him/her to find the root causes of
the problem so you can fix them.


Explain to the worker that you want to
interview him/her to find out who is responsible
for the mistake because they deserve to be fired.


Ask the worker open ended questions.
“Tell me about… ” and then listen
to their narrative without


Interrupt the worker whenever you think of a
question or comment he or she may find accusatory,
like, “Mark, isn’t it true that you disregarded company
procedure? Why did you intentionally do that?”
That will pressure him/her to spill the beans!


Tell the worker that you will share information
with only those who need to know.


Promise total and complete confidentiality. You know
you can’t, but they’ll tell you more if you do.


Let the worker know you’ll take notes during
the interview and that you will review them
together upon the conclusion of the interview
to make sure you understood everything

Don’t take any notes. You already know
what happened – you’ve seen it a million times.


What do you think? What best practices do you use for investigative interviewing? What practices do you think lands an investigator on the “naughty” list?

Ten Indicators that your Company may have a Safety Culture Problem

December 11th, 2017 by

What puzzle pieces do you need to put in place to improve your safety culture?

A safety culture is difficult to measure, but there are some indicators that alert us to problems.

  1. There is no visible commitment from leadership.
  2. When there are competing priorities, safety comes in second.
  3. Workers feel uncomfortable reporting safety issues to their supervisors.
  4. Safety is viewed as more of a cost than an investment.
  5. Injuries and illnesses are sometimes swept under the rug.
  6. Safety issues are dealt with in an untimely and inefficient manner.
  7. Workers do not have the power or resources to find and fix problems as they see them.
  8. Managers are never seen on the shop floor with the workers.
  9. Safety is not part of the everyday conversation.
  10. Workers are blamed for accidents.

Do any of these sound familiar? If you identify problems like those listed above, you can improve your facility’s safety culture. We’re excited to welcome Brian A. Tink and Brian W. Tink back to the Global TapRooT® Summit to share their popular 2-day Pre-Summit course, “TapRooT® Analyzing and Fixing Safety Culture Issues.”

Click here to learn more about this course.

Register now for the 2-day course only (Febuary 26 and 27)

Register now for the 3-day Global TapRooT® Summit and this 2-day course (February 26 – March 2)

Advance the Quality of your Risk Assessments: A Q & A with Jim Whiting

December 8th, 2017 by

Would you like to add “RA Workshop facilitator” to your resume? Are you interested in improving your current risk matrix tool in a way that achieves dramatic results? We were excited to talk to Jim Whiting about his upcoming Risk Management – Best Practices & Risk-Based Thinking course, at the 2018 Global TapRooT® Summit, February 26-27, 2018 in Knoxville, Tennessee and learn that these objectives are within your reach.

Q:  What are the main benefits of attending this course for a newcomer or a very experienced professional?

A: Regardless of your current level of experience, the main benefit you will gain is learning how to use and adapt new practical and effective RM approaches, methods and tools which are now required in managing all types of risk in general, and particularly as specified in new HSEQ System Standards.

Q. What is an example of one such approach that I could learn & derive benefit?

A: The workshop training will describe and provide hands-on practice with a proven Likelihood Estimation Guidance tool which significantly reduces variability of risk assessors’ estimates of the likelihood / probability / frequency of any specific risk scenario. After the workshop, the 100’s of past attendees describe how they are much more confident of the consistency and accuracy of likelihood estimation and hence risk assessments.

Q: Why do Risk Assessments always seem to be very subjective and depend on personal opinions, biases and perceptions?

A: YES many risk assessments in the past have led to widely variable estimates of risk which then cannot help in our HSEQ decision making. That is why the Workshop concentrates on improved facilitation techniques which minimize the effects of those factors. You will learn how to become a very effective RA Workshop facilitator.

Q: What are some examples of these improved facilitation techniques?

A: To achieve better results from a RA team, you will learn about optimizing control and design of facilitation factors such as number, composition, types, profiles, interpersonal dynamics and consensus techniques including the Delphi technique.

Q: What are other beneficial take-aways from the training?

A: You will learn how to avoid common RM traps such as – arguing unnecessarily about consequence severity; mixing different scenarios and attempting to assess them together at the one time; misinterpretation of effective applications of the Hierarchy of Risk Controls; not using formal criteria for making consistent decisions re risk tolerability; not recognizing when everyday risk mythology is influencing assessments; etc.

Q: Can I get a better understanding of RBT Risk Based Thinking and what I would need to do to conform with RBT aspects of ISO / ANSI Standards?

A: A significant issue covered in the workshop is how to clarify the degree of formality of RM processes and tools needed to conform with RBT requirements of ISO Management System Standards 9001, 14001 and the new OHSMS ISO 45001.

Q: Can I learn how to make our current risk matrix work better and more effectively without major changes?

A: Many past attendees were pleased that they were shown how to consider dramatic improvements to their existing risk matrix tool without necessarily complete replacement and the often accompanying trauma of major change.

We’re looking forward to Jim Whiting sharing all these valuable risk management best practices at the 2018 Global TapRooT® Summit!

CLICK HERE to learn more 









TapRooT® Certified Instructor Recertification Track

December 7th, 2017 by

Certified TapRooT® Instructors: Your 2018 Summit attendance is required!


It is time to renew your Certification status so that you can continue teaching TapRooT® within your company. Join Linda, Ken and Michelle as they answer your questions and provide important information about changes and new TapRooT® products. Most importantly, your certification status will be extended for two more years.

Here’s what you can expect:

10 2-day Pre-Summit courses to choose from and expand your knowledge.

8 Best Practice Sessions

  1. TapRooT® Users Share Best Practices, Linda Unger, Michelle Wishoun & Benna Dortch
  2. Defining Better Causal Factors, Ken Turnbull
  3. What’s New in TapRooT® Software, Dan Verlinde
  4. TapRooT® Certified Instructor Recertification Workshop, Ken Reed, Linda Unger, Michelle Wishoun
  5. Top 7 Secrets of a Great Investigation Interview, Barb Carr
  6. Taking Your Investigation Communication Skills to a Dynamic New Level, Vincent Phillips
  7. Best Practices for Sharing Lessons Learned, Pat Fortune
  8. Performance Improvement Gap Analysis


Software Track at the 2018 Global TapRooT® Summit

December 7th, 2017 by


We’re getting closer to the 2018 Summit in our hometown of Knoxville, TN on February 28th -March 2nd (Pre-summit courses February 26th-27th)!

Here’s what you can look forward to in our Software Track sessions:

The TapRooT® Software Sandbox – Dan Verlinde and Angie Comer

In this session, you will have access to the latest TapRooT® VI Software and have an opportunity to navigate throughout the application. You can ask questions and learn tips and tricks from the designer of the software himself!

Instructor Software Updates – Dan Verlinde and Ken Reed

This session is intended for certified TapRooT® Instructors and will provide important updates and information on the software.

What’s New in TapRooT® Software – Dan Verlinde

Learn what’s new in the TapRooT® Software and get a sneak peek at what’s coming soon in 2018!

Building Your Software Incident Report – Dan Verlinde

In this session, you will learn how to create customized reports and templates in the software that you can easily use to effectively share your incident, investigation and audit findings with others.

Software Advisory Board – Dan Verlinde (and Software Advisory Board Members)

A discussion on current software topics will be held in this session with members of the Software Advisory Board.

What is a Trend and How Can You Find Trends in the TapRooT® Data – Chris Vallee

You have invested in TapRooT® and have root cause data, but do you know what the data tells you? Do you know if what you are measuring has changed for the good or the bad? Do you know how to access your trend-able data in your VI Software? Learn what to look for, what needs to be acted on and how to access the data on VI Software.

Best Practices for Sharing Lessons Learned – Pat Fortune

Learn best practices for sharing lessons learned from an experienced TapRooT® Investigator.

Performance Improvement Gap Analysis – TapRooT® Instructor Team

Meet with other TapRooT® users from world leading companies and discuss lessons learned, best practices and favorite takeaways that you can apply to your business and share with team members once you leave the summit.

And of course, all tracks attend the inspiring KEYNOTE SPEAKER sessions.

Also, don’t miss a chance to learn even MORE about the software in our Pre-Summit, Getting the Most from Your TapRooT® VI Software course.

We can’t wait to see you there! To register for the Summit, click HERE.

Trending without Purpose just Creates “Big Clumsy Data”

December 6th, 2017 by

As a TapRooT® Root Cause Analysis Instructor and person with a continuous improvement background, I often hear these questions when teaching …

“We collect lots of data, what should we be looking for?” STOP

“How do we link what we changed to if it worked?” STOP

“What would you define as a significant change?” STOP

STOP and go back 20 steps to figure out what is truly important to know …

  1. What does successful mean in numbers?
  1. Could you measure what is important today with the numbers you currently collect?
  1. What numbers should be tracked that would alert you that you must act now?
  1. What do you need to do to establish and track effective/ineffective change?
  1. What do you need to be able to do translate the numbers collected into a deliverable message to leadership and the frontline workers?
  1. Who should be inputting the daily numbers and who should be reviewing the numbers?

At the end of the day for whatever task that you are required to perform successfully, you should be able to …

  1. Prove based on reality in numbers that you have been successful.
  1. Be able to refute bad numbers that do not represent reality… no matter who made the chart.

Here are numbers with purpose …

  1. We offer our 2-Day Advanced Trending Techniques Course as a public course once a year as a Pre-Summit Course. Next year it’s scheduled for February 26-27, 2018
  1. In many cases there are only 2 or 3 of you at your company that need to run the numbers. This saves the company money to go to our Pre-Summit Course instead of setting up an Onsite Course.
  1. There will be 10-20 other attendees from other companies to talk bad numbers and good numbers. You will learn from each other.

Kevin McManus and I look forward to seeing you our Pre-Summit Trending Course.

Kick Them Out of Your Canoe – Leadership

November 28th, 2017 by

The following article is reprinted with permission of its author, Vincent Ivan Phipps, M.A., CSP. We are pleased that Mr. Phipps is a keynote speaker at the upcoming 2018 Global TapRooT® Summit.  You can purchase his new book, Lead Out Loud, and learn how to unlock your personal excellence by clicking here. Learn more at And last but not least, don’t forget to register for the Summit and meet him in person!

Leadership is a lot like paddling in a canoe. Let’s say you and two other people are in a canoe. The goal is to cross a river. Let’s say you are in the rear and the other two are seated in front of you. Even if you are the only one paddling, you can propel everyone in the canoe on your own. If all three of you paddle, together in rhythm, all three of you can propel faster. If everyone paddles together, you can also exert less energy and still go faster, farther, with less work from each person individually. This is the concept of teamwork. But how is this related to leadership?

Let’s say, you are paddling hard in the canoe and the other two are not paddling but even worse, they are sticking the legs and hands out of the canoe and into the river. Their placing their limbs in the water is now causing drag. All three bodies have the potential to go faster. If two are not paddling or worse, causing resistance, everyone slows down.

You ask each person to paddle. One tells you they are tired. The other says they will paddle later. You then ask them to at least pull their hands and feet out of the water and place them back inside of the canoe to prevent unnecessary resistance. They both tell you it’s hot and they prefer to keep themselves cool by sticking their hands and feet in the water. They are not focused on the advancement of the team. They are selfish focusing only on what is easier for them personally.

You now have a conundrum. Keep both in the canoe maintaining the potential for more efficiency. Or do you make the tough leadership decision, and, KICK THEM OUT OF THE CANOE! You can move faster, yes, even moving by yourself, than you can with those you are carrying who are not putting forth their effort.

Give others the opportunity to paddle for the team. Be clear about the goal. If others step up, they deserve to stay dry. If they fail to do their part, make the tough decision and do what is best long term, and kick them out of your canoe!

Can Your Company Afford a Second Rate Improvement Program?

November 28th, 2017 by


Sometimes it seems like management’s only objective is to cut costs. Can you produce excellence and record profits by cost cutting alone? Your company needs a world-class improvement program!

How do you get a world-class improvement program? As George Washington Carver said:


Start where you are with what you have.
Make something of it and never be satisfied.

Have you become satisfied? Is it time to improve?

If you have never attended TapRooT® Training, start your improvement journey with a 2-Day TapRooT® Root Cause Analysis Course.

But most readers here have already learned the basics. They are ready for more. Perhaps a 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Course. It’s a great place to learn to improve your skills to learn to investigate difficult, high-risk incidents.

If you are looking to go beyond just improving your own knowledge and you want to improve your company’s performance improvement initiatives, try reading our new book:

TapRooT® Root Cause Analysis Implementation – Changing the Way Your Company Solves Problems


CLICK HERE to get your copy.

That’s a great start but there is even more…

Would you like to benchmark with industry leaders and learn from improvement experts from around the world? Attend the 2018 Global TapRooT® Summit. Many Summit attendees have explained that attending the Summit is a great way to learn from others and make your improvement program world-class.

People share their success and learn from others…

Many attend the pre-Summit advanced courses to get even more learning packed into their trip…

NewImage(Barb teaching the Effective Interviewing and Evidence Collection Course)

Improvement is a never ending cycle of discovery. What are you doing to move the process forward?


Is it time to make your improvement program world-class or are you settling for second rate performance?


Join us LIVE on Facebook, Wednesday, November 29 at Noon Eastern

November 27th, 2017 by



Click image to go to our Facebook page.


All live segments will be held on Wednesdays, 12 p.m. Eastern time. Join us!

Register for the 2018 Global TapRooT® Summit in December for a chance to WIN!

November 26th, 2017 by


Register NOW for the 2018 Global TapRooT® Summit for a chance to WIN a great prize! If you’ve ever attended the Summit, you know there are lots of chances to win great prizes.

Early registration gives you another opportunity: Win an Apple Watch!

Register between now December 31 and receive 1 ticket in the prize drawing. 

Click here to learn more about the Summit.

Click here to register now!

Register for the Safety Track at the 2018 Global TapRooT® Summit

November 22nd, 2017 by

Dave Janney shares the details about his track with Michelle Wishoun.

Join us LIVE on Facebook, Wednesday, November 15 at Noon Eastern

November 13th, 2017 by

Click image to go to our Facebook page.

Here is our upcoming schedule (all live segments will be held on Wednesdays, 12 p.m. Eastern time):

November 15: Learn about our Safety Best Practice Track at the Global TapRooT® Summit with Dave Janney & Benna Dortch.
November 22: Bring all your questions about getting your TapRooT® Team trained! Ken Reed & Benna Dortch have answers!
November 29: Thinking about signing up for our Investigator Best Practices Track? Per Ohstrom & Benna Dortch will share the details of this track!

See you soon!

Join us LIVE on Facebook, Wednesday, November 1 at Noon Eastern

October 30th, 2017 by


Click image to go to our Facebook page.

Here is our upcoming November schedule (all live segments will be held on Wednesdays, 12 p.m. Eastern time):

UPDATE November 1: Let’s talk about Interviewing & Evidence Collection! Join Barb Carr & Benna Dortch!
November 8: We have exciting news to share about our Keynote Speakers! Join Mark Paradies & Benna Dortch.
November 15: Learn about our Safety Best Practice Track at the Global TapRooT® Summit with Dave Janney & Benna Dortch.
November 22: Bring all your questions about getting your TapRooT® Team trained! Ken Reed & Benna Dortch have answers!
November 29: Thinking about signing up for our Investigator Best Practices Track? Per Ohstrom & Benna Dortch will share the details!

See you soon!

Risk Assessment and Management Best Practices Training

October 27th, 2017 by

We are pleased to announce that Jim Whiting will be returning to the Global TapRooT® Summit to teach Risk Assessment and Management Best Practices.

Jim brings his risk management and root cause analysis experience and best practices from around the world (Australia/New Zealand, North America, Asia, Africa, and Europe) to this course. He is an internationally known Risk Engineer and HSE expert with 30 years experience. Jim was former CEO of the National Safety Council of Australia.

If you are interested in improving the efficiency of your improvement efforts by getting the most out of your use of risk management and root cause analysis techniques, join us for this course.

Click here to learn about this February 26-27, 2018 Pre-Summit Course.

We are pleased to welcome Carl Dixon back to the 2018 Summit!

October 26th, 2017 by

Join us for a memorable evening with TapRooT®’s favorite rock star! (Click here to learn more!)

2018 Global TapRooT® Summit registration is now open! Learn more at the Summit website or register now.

Interviewing & Evidence Collection Tip: How to Handle an Inconsistent Statement

October 26th, 2017 by




Not every inconsistent statement is meant to deceive.


A new investigator may believe that if an interviewee is telling the truth, he will be consistent in his recollection of an event every single time. However, not every inconsistent statement made by an interviewee is made to intentionally deceive.

In fact, most interviewees want to be helpful. Further, an inconsistent statement may be as accurate or even more accurate than consistent claims. That is, an account repeated three times with perfect consistency may be more of a red flag to dig deeper.

The two most important things to think about when evaluating inconsistencies are the passage of time between the incident and its recollection, and the significance of the event to the interviewee. Passage of time makes memory a bit foggy, and items stored in memory that become foggy the quickest are things that we don’t deem significant, like what we ate for lunch last Wednesday. That being said, we still have to be on the lookout for possible fallacies and know how to test them.

There are four ways to decrease the possibility of innocent inconsistent statements during the interviewing process.

  1. Encourage the interviewee to report events that come to mind that are not related or are trivial. In this way, you discourage an interviewee trying to please you by forcing the pieces to fit. They do not know about all the evidence that has been collected, and may believe that something is not related when it truly is.
  2. Tell the interviewee, explicitly, not to try to make-up anything he or she is unsure of simply to prove an answer. If they don’t know, simply request they say, “I don’t know.” This will help them relax.
  3. Do not give feedback after any statement like “good” or “right.” This will only encourage the interviewee to give more statements that you think are “good” or “right”– and may even influence them to believe that some things occurred that really didn’t.
  4. Ask the interviewee to tell the story of what happened from finish to start instead of start to finish. If the interviewee is intentionally trying to cover something up, he or she will have a hard time remembering the same order to the story he or she recited the first time because the interviewee will have a greater cognitive load to bear telling the story in reverse order.

We have plans to go over many more details on how to conduct a good interview at the 2018 Global TapRooT® Summit. Join us for TapRooT® Evidence Collection and Interviewing Techniques to Sharpen Investigation Skills February 26 and 27. Learn more.

How Good is Your TapRooT® Implementation?

October 24th, 2017 by

TapRooT® provides world-class root cause analysis. But did you know that your results can vary depending upon the goodness of your implementation of the TapRooT® System?

What causes the implementation to vary? Try these factors …

  • Need to improve clearly defined.
  • Senior management support achieved.
  • Written program plan approved by senior management.
  • Proactive improvements drive improvement success.
  • Use advanced root cause analysis for both reactive and proactive investigations.
  • Improvement accomplishments being communicated successfully.
  • Adequate budget/staffing for the improvement organization.
  • Training plan implemented.
  • Employees, supervisors, managers, and contractors/suppliers willingly participate in the program.
  • Software selected, customized, and implemented.
  • Performance measures and advanced trending techniques used by management to guide the program.
  • Organizational learning occurring by effective sharing of lessons learned.
  • Plan for continuous improvement of the program is followed.
  • Leadership succession plan established.
  • Rewards program being used effectively.

This list is provided as a checklist and explained in more detail in Chapter 3 of our new book:

TapRooT® Root Cause Analysis Implementation – Changing the Way Your Company Solves Problems


CLICK HERE to order your copy.

One more idea you might want to pursue to improve your performance improvement program. Attend the 2018 TapRooT® Global Summit in Knoxville, TN, on February 26 – March 2! It’s a great place to keep up with the state of the art in performance improvement and network with industry leaders.

Start by attending one of our advanced courses on Monday & Tuesday:

  • TapRooT® Root Cause Analysis Training
  • Equifactor® Equipment Troubleshooting and Root Cause Analysis
  • Advanced Causal Factor Development Course
  • Advanced Trending Techniques
  • TapRooT® Analyzing and Fixing Safety Culture Issues
  • Risk Assessment and Management Best Practices
  • Getting the Most from Your TapRooT® VI Software
  • TapRooT® for AuditsTapRooT®
  • Evidence Collection and Interviewing Techniques to Sharpen Investigation Skills
  • Understanding and Stopping Human Error

Then attend the Summit on Wednesday – Friday.

What’s on the agenda for the 2018 Global TapRooT® Summit? First, there are five keynote speakers:

  • Inquois “Inky” Johnson – Honor and Legacy
  • Vincent Ivan Phillips – How to Communicate Successfully
  • Dr. Carol Gunn – When Failure Becomes Personal
  • Mark Paradies – How Good is Your TapRooT® Implementation?
  • Mike Williams – Deepwater Horizon

Then there are nine different tracks that include 8 breakout sessions each. These tracks include:

  • Safety
  • Quality
  • Human Factors
  • Asset Optimization
  • Investigator
  • Patient Safety
  • TapRooT® Software
  • TapRooT® Instructor Recertification
  • Alternatives

See the Summit schedule at:

Join us LIVE on Facebook Wednesday, October 25 at noon!

October 24th, 2017 by

Click image to go to our Facebook page.


Join us Wednesday, October 25 at 12 p.m. Eastern for our very first Facebook Live segment! Ken Reed and Benna Dortch are looking forwarding to sharing some news about our upcoming Global TapRooT® Summit.  Bring your questions!

Here is our upcoming October/November schedule (all live segments will be held on Wednesdays, 12 p.m. Eastern time):

October 25: Learn about the Global TapRooT® Summit with Ken Reed & Benna Dortch.
November 1: We have exciting news to share about our Keynote Speakers! Join Mark Paradies & Benna Dortch.
November 8: Basic and major investigations: What are the different tools available in TapRooT® for each? Join Ken Reed & Benna Dortch to find out!
November 15: Learn about our Safety Best Practice Track at the Global TapRooT® Summit with Dave Janney & Benna Dortch.
November 22: Bring all your questions about getting your TapRooT® Team trained! Ken Reed & Benna Dortch have answers!
November 29: Thinking about signing up for our Investigator Best Practices Track? Per Ohstrom & Benna Dortch will share the details of this track!

See you soon!

Safety Track at the 2018 Global TapRooT® Summit

October 23rd, 2017 by

It is almost here! The 2018 Summit! Join us in our hometown of Knoxville, TN on February 28-March 2 (Pre-summit courses on February 26-27).

As the coordinator for the Safety Track, I wanted to give you a preview of the speakers we have lined up for this track:

How to Replace 5 Whys with TapRooT® for Better Results – Mark Paradies (the creator of TapRooT®!)

People argue that 5-Whys is a “good enough” root cause analysis tool. They say it’s simple to ask “why” five times and that people in the field can “understand it.” Well, the time has come to put that argument to bed… 5-Whys is inadequate. It has fundamental flaws that make it inadequate. This session will demonstrate how replacing 5-Whys with TapRooT® provides better results.

Making Audits an Integral Part of a Proactive Improvement Program – John Boyle

Do you face resistance when asking for audit funding and resources? Does management not see the benefits of conducting audits? Do the people you audit consider audits a waste of their time and resources? We will explore how to shift your improvement emphasis from reactive to proactive by properly planning and executing audits and turning audit findings into meaningful improvement recommendations.

TapRooT®: The One Stop Solution to Managing Risk – Nancy Hitchins

World-class organizations have utilized TapRooT® for years to identify root causes of safety, environmental, and quality incidents, in order to generate and implement effective corrective actions.

The requirement to identify causes of non-conformities, and implementation of effective corrective actions is not new to the OHSAS/ISO management system standards. Utilization of TapRooT® in the investigation of non-conformities has been successfully utilized for this purpose for many years.

The 2015 management system standards emphasize a process approach, rather than element, to assist in understanding the inter-relationships of an organization’s processes, incorporating the P-D-C-A cycle and risk-based thinking. The TapRooT® SnapChart® is a perfect solution for documenting processes, and identifying where, in each process, risks exist. ISO requires that controls be put in place to minimize negative effect of these risks. The TapRooT® Root Cause Analysis of Causal Factors (Risk) facilitates meeting this requirement, leading to effective controls based upon cause of risk.

During this hour, these ISO requirements will be further discussed, including a demonstration of utilization of TapRooT® to support risk management for your organization.

The Psychology of Failing Fixes – Kevin McManus

This session focuses on how failing to find systemic root causes and/or continuing to see human error as a root cause will lead to a very high percentage of fixes being written that have a high likelihood of failing.

Clarifying Common Misuses of Safety Risk Language – Jim Whiting

This session covers how the welcome and necessary shift of HSE management from absolute safety to risk based safety can be adversely affected by common misuses of HSE risk terminology and language.

Examples of clarification of common misuses of risk language will include:

• how to clearly distinguish between the 3 risk terms: potential, possible and probable
• clarifying descriptive and predictive interpretations of the traditional incident / risk triangles and icebergs in general and in particular the supposed 20% of low severity incidents having a high but poorly defined SIF potential rate. (SIF = Serious Injury / Fatality)
• the futility of using pseudo risk terms such as most likely consequence and maximum reasonable severity in decision-making of what kind of incidents require what level of investigation
• unnecessary replacement of the term risk factor by incident precursor
• recognition that many incident / risk scenarios cannot always be described with linear 1 dimensional Swiss cheese-type models / event trees
• confusion between Zero Harm and Zero Risk
• how the expression “Journey to Zero Harm” can be a HSE Culture Carcinogen

How to Communicate Successfully – Vincent Phipps

In this session, you’ll learn how to listen, negotiate, build teams, gain rapport and increase trust. Identify your communication strengths and weaknesses and take your communication skills to a dynamic new level.

Pike River: The Human Story – Karl Berendt

Pike river was the worst workplace disaster in recent New Zealand history.

On November 19, 2010, 29 miners lost their lives when a methane gas explosion tore through the isolated mine located on rugged West Coast of the South Island.

Even though there were warning signs that things were going wrong in the day-to-day running of the mine, Pike River was a classic accident waiting to happen.

Over the last 12 months, Karl has spoken with those closely linked to this disaster. The insights from families, workers and survivors paints a picture about the importance of good corrective actions, communication and what happens when we get it wrong.

And of course, all tracks attend the KEYNOTE TALKS

We hope to see you there! To register for the Summit, go HERE

Using TapRooT® Proactively – Mapping Out the Process

October 5th, 2017 by

Watch Dave Janney discuss how TapRooT® can be used to map out the process.

Join us for the 2018 Global TapRooT® Summit!

September 18th, 2017 by

Registration is now open! Check out the Global TapRooT® Summit website to view an exciting video about our 2018 event.

Click the image above to view video on the Summit website!

Using TapRooT® Proactively – Behavior Based Safety Observations

September 14th, 2017 by

Here Dave Janney discusses how TapRooT® can be used to make behavior-based safety observations.

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Saving Time, Resources & Effort using TapRooT® Sofware Submitted by: Shelley Hassen, HSE Assurance & Compliance Manager Company: WILLBROS Canada Challenge Our company was utilizing the Web Based version of the TapRooT® Software globally to perform and record all RCAs but our work is very project-based and often in remote locations with internet connectivity issues. …

TapRooT® is a key part of our safety improvement program that has helped us stop injuries and save lives.

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