Courses

2-Day TapRooT® Root Cause Analysis Training

TapRooT® Techniques are designed for everyone from beginner to expert. In just two days, learn 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. Essential Techniques include: SnapCharT®, Root Cause Tree® & Corrective Action Helper®.

Attendees should bring a safety incidents or quality issues from their facility for a team exercise. These may be either written reports or they may have knowledge of an incident with no written report.

Course Outline

Day One

  • Class Introductions and TapRooT® Introduction
  • TapRooT® System Overview – What you will be learning
  • SnapCharT® Basics – Gathering information
  • SnapCharT® Exercise – Practice
  • Define Causal Factors – Identifying the Error
  • Intro to Root Cause Tree® & Software
  • Root Cause Tree® Exercise – Eliminating the Blame
  • Root Cause Team Exercise – On your own
  • Corrective Actions – Developing Fixes

Day Two

  • Software Overview – Practicing the Techniques
  • Generic Causes – Optional Technique
  • Causal Factors – Additional Practice
  • Reporting – Management Presentation
  • Frequently Asked Questions
  • Final Exercise – Putting What You’ve Learned to Work

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for the 2-Day TapRooT® Course: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training

The 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training is for those who want to learn the essential and advanced TapRooT® Techniques and to use the TapRooT® Software (by using it in training).

Advanced TapRooT® Techniques include:

  • Cognitive Interviewing – an advanced interviewing technique that helps the interviewee recall more information.
  • Change Analysis – an information collection and analysis technique that compares successful performance to the incident or reliable equipment performance to unreliable equipment to discover problems.
  • Safeguards Analysis – a method to evaluate defenses, identify causal factors, and improve corrective action.
  • Critical Human Action Profile (CHAP) – an information collection method used to develop a detailed profile of a specific task involved in a human error caused incident.

Advanced root cause analysis techniques drill deeper into the causes of human error and equipment failure. These techniques help investigators lead teams investigating difficult problems, and help them use TapRooT® proactively to stop accidents from happening.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Software Tips
  • Safeguards Analysis & Exercise
  • Analyzing Training Problems
  • Collecting Information
  • Interviewing
  • Interviewing Exercise (Human Error/Environmental Issue)
  • Root Cause Analysis of Interviewing Exercise

Day Three

  • Human Engineering
  • CHAP & Exercise
  • Management System & Changing Behavior
  • Root Cause Analysis Exercise (Behavior Related Auto Accident)
  • Equifactor®
  • Presenting Results to Management
  • Change Analysis & Exercise
  • Putting It All Together
  • Work Direction
  • Aviation Pilot Error Root Cause Analysis Exercise

Day Four

  • Testing Your Human Factors Knowledge
  • Proactive Improvement & Exercise
  • TapRooT® Proactive Tools
  • Trending
  • Going from Reactive to Proactive
  • Operations Root Cause Analysis Exercise
  • Improving Procedures
  • Using TapRooT® at Your Workplace
  • Start Final Exercise – SnapCharT®

Day Five

  • Final Exercise – Safeguards Analysis
  • Final Exercise – Define Causal Factors
  • Final Exercise – Find Root Causes
  • Final Exercise – Generic Causes
  • Final Exercise – Develop Corrective Actions
  • Final Exercise – Presentations

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for the 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

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

TapRooT® and Equifactor® Techniques are designed to help investigators troubleshoot equipment problems to get the information they need to find and fix the root causes of equipment related failures once and for all. These tools can be used by equipment troubleshooting experts, maintenance and equipment reliability specialists, or other investigators who don’t have an extensive understanding of equipment engineering.

In just three days, you will learn TapRooT® and Equifactor® essentials for finding the root cause of incidents, accidents, quality problems, near-misses, operational errors, equipment failures and other types of problems. The tools you will learn include:

  • SnapCharT® Training – a simple, visual technique for collecting and organizing information quickly and efficiently.
  • Root Cause Tree® – an easy-to-use resource to determine root causes.
  • Corrective Action Helper® – helps you develop corrective actions by seeing outside the box.
  • Safeguard Analysis – helps better define Causal Factors and develop effective corrective actions.
  • Change Analysis – helps spot and understand problems related to changes in the system, equipment, or people.

Don’t end up “fixing” the same equipment problems over and over again. Don’t let equipment issues cause quality, operations, and safety issues. Find the real root causes of your equipment reliability issues and develop effective fixes that will keep them from happening again by using this systematic process.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Proactive Use of TapRooT®
  • Exercise: Proactive TapRooT®
  • Safeguards & Safeguards Exercise
  • Presenting to Management
  • Using TapRooT® When You Get Back
  • Start Final Team Exercise (SnapCharT®)
  • Continue Final Team Exercise: Causal Factors, Root Causes, Generic Causes & Corrective Actions
  • Final Team Exercise: Present Findings
  • Critique and Wrap Up

Day Three

  • Troubleshooting Methodology
  • Equfactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for the 3-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

1-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course

Find the root causes of equipment and machinery problems at industrial plants including utilities, petrochemical plants, manufacturing facilities, or refineries. Equipment failure analysis and reliability professionals, engineers, equipment reliability specialists, maintenance supervisors, mechanics, maintenance supervisors, and others who analyze equipment problems attend this course to find and fix their root causes.

This course focuses on equipment failure analysis and troubleshooting by combining the use of TapRooT®. Also, learn to find and fix 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.

NOTE: You must first have attended a 2 or 5-Day TapRooT® course that was taught by a System Improvements instructor in order to attend this course.

Course Outline

Day One

  • Troubleshooting Methodology
  • Equfactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for the 1-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course: Attend this course and go back to work and use what you have learned to analyze equipment failures. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

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

Need root cause analysis and equipment troubleshooting training in a short amount of time? This course is designed to fit in the two days before the TapRooT® Summit.

TapRooT® and Equifactor® Techniques are designed for everyone from beginner to expert. In just three days, you will learn TapRooT® and Equifactor® essentials for finding the root cause of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events, equipment failures and other types of problems including these techniques:

  • SnapCharT® Training – a simple, visual technique for collecting and organizing information quickly and efficiently.
  • Root Cause Tree® – an easy-to-use resource to determine root causes of problems.
  • Corrective Action Helper® – helps people develop corrective actions by seeing outside the box.
  • Equifactor® – equipment failure analysis and troubleshooting.

Find the real root causes and develop effective fixes that will keep problems from happening again using this systematic process.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Troubleshooting Methodology
  • Equifactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for 2-Day Equifactor® Equipment Troubleshooting and Root Cause Analysis Course: Attend this course, go back to work, and use what you have learned to analyze equipment failures. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

2-Day Advanced Trending Techniques Course

Do you really understand trending? Learn why most people misuse trends and special techniques to trend infrequently occurring accidents, incidents, and human errors. Mark Paradies, (President of SI and co-designer of the TapRooT® System) developed this course after seeing so many inappropriate examples of trending used to make major corporate and regulatory decisions. You’ll learn the simple yet powerful techniques to spot real trends and recognize everyday variation. You 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.

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for Advanced Trending Techniques Course: Attend this course, go back to work, and use what you have learned to identify targets for improvement. If you cannot do a better job trending by using the advanced trending techniques learned in this course, simply return your course materials and we will refund the entire course fee.

2-Day TapRooT® Analyzing and Fixing Safety Culture Issues Course

TapRooT® has always identified culture issues in accidents and incidents, but many users didn’t see the link or understand how to go about fixing cultural issues. Therefore, we developed this course that shows TapRooT® users how to find cultural issues and fix them using an advanced cultural survey from Human Synergistics International.

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

GUARANTEE for 2-Day TapRooT® Analyzing and Fixing Safety Culture Issues Course: Attend this course, go back to work, and use the advanced techniques you have learned to analyze and fix safety culture problems. If you don’t find safety culture issues that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are focused on fixing cultural issues and are more effective in addressing cultural issues, just return your course materials and we will refund the entire course fee.

2-Day Understanding & Stopping Human Error Course

Humans are often considered the weakest link in the industrial or occupational system.  We are often blamed when something goes wrong in the system.  However, we are also one of the most valuable links in the system if one considers our adaptability, flexibility, tolerance for inadequate feedback, and less than optimum working conditions, and our ability to compensate for wrong or inadequate instructions and expectations.   Because we are so flexible, adaptable, tolerant and capable of the use of judgment and experience, we are in fact, a blessing and a curse.  The curse means we can make decisions and take actions that the system cannot tolerate.   While we may claim to have a goal of zero injuries or incidents, we will never have zero errors.  Human error is inevitable unless we want to somehow constrain that judgment, flexibility, adaptability and tolerance.   So, our goal is to understand human error, how humans operate….what our capacities, constraints and needs are so that we can maximize performance and minimize errors.

This course is built around the goal of helping us better understand human errors (analysis, prediction and categorization) and why we make them.   More importantly, the course will cover solutions to assist attendees in their quest to minimize errors and resulting impact in their own facilities.  The tools that will be discussed can be used in conjunction with your TapRooT® findings and can be incorporated as corrective actions as determined by your root cause analysis findings.

There will be plenty of hands-on exercises included in the two-day course.   To make the course more interesting, please bring an unsolved application (error case) from your operations and we’ll try to dissect and solve it during the course.

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for 2-Day Understanding & Stopping Human Error: Attend this course, go back to work, and use the techniques you have learned to stop human error. If you don’t find root causes of human error that you previously would have overlooked, and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

2-Day Risk Assessment and Management Best Practices

Are you frustrated that the outcomes of current risk assessments being performed in your organization lack consistency, confidence, reliability and accuracy?Do facilitators and participants of the risk assessments know the most effective methods and tools? Risk Assessments are recognized as definitely needed every time any safety-related decision needs to be made without being confused and undermined by subjective beliefs, biases and risk perceptions.

Learn Best Practices in this course being offered before the Summit (or, if you can’t attend a Pre-Summit course this year, this course is also being offered in Houston, Texas and Calgary, Canada in May, 2015).

The course has been continually improved and still covers the core Best Practices to make facilitation and participation in risk assessments as accurate and reliable as possible.

As well, a number of recent improvements include:

  • an interactive WORD template that takes the user through the risk assessment process and when completed serves as a diligent entry to your Risk Register;
  • new neuroscience-based explanations of variability of individual’s risk perceptions and risk-taking; and
  • participants receive a USB stick of approx. 2 Gb of course handouts, copies of slides, useful reference materials and sample PPT files accumulated and developed by the Presenter over the last 30+ years of RM consultancy & training.

The presenter is Jim Whiting, international risk management expert and long-time TapRooT® Instructor. Jim was a member of the committee that wrote the international risk management standard ISO 31000, and now the USA Standard ANSI Z690.2 and CAN/CSA/ISO 31000 has enhanced the course for 2015. 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. If you are interested in advancing the quality of your risk assessments, then attend this course.

Course Outline

Day 1 (8:00am to 5:00pm) Day 2 (8:00am to 5:00pm)
  • Introductions
  • Overview of Risk Management RM
  • RM – Purposes, Approaches and Methods Strengths and Limitations – the basis for a new safety culture to move beyond traditional BBS principles and practices
  • How to establish/compare your RM System to conform/comply with Standards ANSI Z690.2 and CAN/CSA/ISO 31000
  • Risk Communication & Consultation
  • Neuroscience-based explanations of variability of risk perceptions & risk-taking
  • Risk Identification incl. construction and use of Risk Maps (compare SnapCharts®)
  • Exercise in Risk Mapping
  • LUNCH BREAK
  • Risk Analysis – 3 levels of Risk Analysis -Qualitative / Semi-Quantitative / Full QRA
  • How to make sure that the Matrix Method really works for you
  • Full Quantitative Risk Analysis (QRA)
  • Quantitative Logic Trees and Bow-Ties
  • Discuss methods of ANSI 690.3 and IEC 31010 – which are identical
  • Exercises in Risk Analysis
  • Summary of Day 1 Topics
  • Revision of Previous Day 1 Topics
  • Matching the RM methods and tools to specific risk questions and situations
  • Risk Evaluation & Risk Owners
  • Risk tolerability criteria and frameworks at all levels personal / social / corporate / industry /national / international
  • How to demonstrate ALARP – As Low As Reasonably Practicable & SOFAIRP
  • Risk Treatment Plans- contrast to Corrective Actions and Risk Controls
  • Hierarchy of Risk Controls – principles and applications – Optioneering –
  • Risk Tolerability Treatment Options RTTO – principles and methods of choice
  • Exercises in Risk Evaluation and Risk Treatment / Control / Mitigation
  • Record / Monitor / Review
  • Risk Registers
  • LUNCH BREAK
  • Exercises with Attendees’ own examples
  • Tips for Facilitating a Risk Assessment
  • Successes and Traps in Setting up RM systems and processes to conform / comply with Z690 & CAN/CSA/ISO 31000
  • Summary of the Whole Course

GUARANTEE for 2-Day Risk Management Best Practices Course: Attend this course, go back to work, and apply the advanced risk management techniques you have learned. If you cannot prove that performance is getting better by using the techniques learned in this course, simply return your course materials and we will refund the entire course fee.

2-Day Effective Interviewing & Evidence Collection Course

There’s so much to remember when conducting an investigation … and so much to lose if you don’t remember or just don’t know where to begin.

  • Ever have trouble completing a SnapCharT® because you lacked pieces of information?
  • How can you be certain what to collect?
  • How can you help witnesses to an incident remember important facts with better accuracy?

What is an effective sequential structure for conducting an interview?

Knowing how to gather information is critical to an investigation. That’s why we’ve developed a valuable 2-day course to help you navigate evidence collection with ease.

We’ll also focus on developing solid interviewing techniques. In this course, you will learn the basic skills of cognitive interviewing, and specific techniques to use.

We designed TapRooT® to help investigators find unbiased, evidence-based root causes but investigators must be prepared to collect all the evidence available as fast as possible, and to preserve all the evidence that collected. Anything less will make it difficult, if not impossible, to complete the essential SnapCharT®.

  • Learn the TapRooT® 12-Step Interviewing Process.
  • Learn to analyze body language and “hear” more than just what is said by the interviewee.
  • Learn effective techniques to collect, organize, and record evidence for a completely documented investigation.

Join us to learn critical skills to perform solid investigations.

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for 2-Day Effective Interviewing & Evidence collection Course: Attend this course, go back to work, and use what you have learned to collect information as part of a TapRooT® Investigation. If you don’t find information that you previously would have overlooked, develop better investigation documentation, and improve your SnapCharT® documentation, just return your course materials/software and we will refund the entire course fee.

2-Day TapRooT® Quality Process Improvement Facilitator Course

Our process and operations excellence driven course was created to advance the skills of trained TapRooT® RooT Cause Investigation Facilitators who engage in Continuous Improvement, Service Excellence, Process Gap Analysis and other Business Operation Excellence functions.

Attendees will receive: The current TapRooT® book, Corrective Action Helper®, Root Cause Dictionary & Laminated Root Cause Tree, Course Workbook.

Why take this course? Simple!

Expensive training is NOT required for you to learn about or to apply core quality problem solving tools to the robust TapRooT® Cause Analysis System that you use effectively now.

You currently have a strong partnership with System Improvements, Inc. which includes access to your TapRooT® Instructors to answer questions from the field. This type of mentorship is a key element missing from many quality-training programs.

What makes this course different? Application and effectiveness! We are teaching you a systematic process to learn and optimize the quality tools that work effectively to generate better business operation outputs. Lean perspectives are applied from the very beginning of this course development and implementation.

This course teaches the quality facilitator to avoid the known problem solving weakness in process improvement such as…

  • Not identifying the actual burning platform and business need to solve a problem. Or worse, identifying the wrong problem to solve and then investing excessive time and money to it.
  • Not setting up correct ownership and team membership for the problem being addressed in the very beginning. The less you know about the problem’s value stream and who touches the problem in the value stream in the beginning, the higher the probability of your team’s failure.
  • Assuming, brainstorming and biased evidence collection during the problem solving process, Junk In – Junk Out. 5 Whys depend on who is present and what is asked and not asked. Ishikawa Diagrams often encourages brainstorming of possible root causes before a problem is even understood. These tools can be great resource drainers at the end of the day.
  • Making changes to a process without truly knowing if you did or if you could impact key process variables. This problem encourages premature and inaccurate problem solving project closure. Some variables called noise cannot be changed without a complete redesign of a process. Not very cost effective in some cases if not identified in a timely manner.
  • Making weak preventative or corrective action items that are not based on the actual root causes found. Not optimizing and understanding mistake-proofing will impact your success in continuous process improvements.

In this course using the TapRooT® Quality Problem Solving Road your will learn in hands-on training and exercises how to ….

1. Create a Problem Solver Charter using a Burning Platform and High-Level Value Stream
2. Create Advanced SnapCharT®’s using Value Streams, Swim Lanes, Input-Process Output Queues and the 7 Basic quality Tools minus 1.
3. Define Causal Factors in terms of defect control loss and mistake-proofing hierarchy of control.
4. Use Design of Experiment Methods to test what causal factors you can control and cannot control with the existing processes.
5. Review the Root Cause Tree with a quality perspective of System Failures and front-line defect observations.
6. Improve your ability as a facilitator to identify systemic operations and quality process gaps.
7. Improve your strength and assessment of corrective actions using the Pugh Matrix and mistake-proofing hierarchy of control.
8. Utilize quality and risk improvement tools to proactively target high potential for defect operations.
9. Quality facilitators will also get to apply their newly learned skills in the course in small quality improvement groups on a defect or operation gap that the attendees bring to the course.

This 2-Day TapRooT® Quality Process Improvement Facilitator Course utilizes Lean and Core Quality perspectives in teaching and application based on customer feedback, focus and real time experiences in the field. We look forward to seeing you in our public and onsite training.

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for 2-Day TapRooT® Quality Process Improvement Facilitator Course: Attend this course, go back to work, and use what you have learned about process improvement. If you don’t find root causes of quality issues that you previously would have overlooked and if you and your management don’t agree that the corrective/preventive actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

2-Day Getting the Most from Your TapRooT® Software Course

To get the most from your TapRooT® VI Software you need to learn how to:

  • Create your own Custom Tabs, fields and pick lists.
  • Design and build your own reports.
  • Select Global preferences for your company, including Language options.
  • Select SnapCharT® preferences for yourself.
  • Use Optional investigation techniques.

Dan Verlinde, Director of Information Technology and Software Development and Angie Comer, Software Project Manager, will teach an intensive review of the TapRooT® VI Software. Whether you are a System Administrators or a TapRooT® user, you will learn all the capabilities built into this amazing software. Don’t get just 10-20% from your software investment. Learn the full power of your TapRooT®Software!

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for 2-Day Getting the Most from Your TapRooT® Software Course: Attend this course and use the knowledge you’ve gained to better administer and use the TapRooT® Software. If you don’t do a better job setting up the software, configuring/initializing the various lists, using/customizing the software’s reports, and answering users’ questions, and you don’t agree that this will save much more than the course fee, just return the books/course materials and we will refund your entire course fee.

3-Day Train-the-Trainer Course

How does one become certified to teach TapRooT® to their employees?

Here is our process …

1.  Company or Site gets a License to use 2-Day TapRooT® Training Materials.

2.  Prospective Instructor (the one who wants to become a Certified TapRooT® Instructor) attends 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training. (This helps the prospective instructor learn the system and become an expert in using it.)

3.  Prospective Instructor should use TapRooT® to analyze incidents.

4.  Prospective Instructor schedules Train-the-Trainer Course (calls contact at SI – 865-539-2139).

5.  Prospective Instructor studies 2-Day course instructor notes (part of the license package that they receive when they license the 2-Day TapRooT® Training Materials).

6.  System Improvements ships the materials to be used in the 2-Day course.

7.  On the day before the 2-day course that they will be teaching, one of System Improvements’ instructors will arrive to work with the Prospective Instructor. The Prospective Instructor will dry run the sections of the course that they plan to teach over the next two days (they will teach approximately 50% of the course). The System Improvements TapRooT® Instructor will provide them feedback on their teaching and tips to improve the delivery of the material.

8.  The Prospective Instructor and the System Improvements TapRooT® Instructor will work to together to teach the 2-Day course. The Prospective Instructor teach about 50% of the course (or 2/3 of the course if two instructors are certifying). The System Improvements Instructor provides the Prospective Instructor with feedback at the end of each day to improve their delivery of the materials.

9.  At the end of the 1-day prep and 2-day course, the Prospective Instructor becomes a Certified TapRooT® Instructor. They will receive a Certified TapRooT® Instructor Plaque after the course.

10.  To maintain their certification, the Certified TapRooT® Instructor must attend advanced TapRooT® Training prior to the TapRooT® Summit and the TapRooT® Summit at least once every two years.

Advanced Causal Development Course

After reviewing many reports from students that have attended training, we see problems defining causal factors. This course will provide alternate definitions of causal factors, relate risk to causal factors, cover common problems with defining causal factors, use the “should have, would have or could have” test and relate causal factors to the hierarchy of the TapRooT® process. Many case studies will be used including some recent major events. Students will be asked to bring a case study of their own defining the incident, a brief discussion of what happened and the causal factors they picked. Individuals that have attended Advanced TapRooT® Techniques Courses at past Summits will find a lot of repeat (about 50%) information. Participants are required to have received previous TapRooT® training to attend this course.

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for Advanced Causal Development Course:  Attend this course, go back to work, and use what you have learned.  If you don’t find you are developing causal factors more effectively, just return your course materials and we will refund the entire course fee.

TapRooT® for Audits

TapRooT® is the best method for performing investigations and doing root cause analysis. But wouldn’t it be better if you never had to do the investigations in the first place? Of course, and that is why auditing is so important.

Sadly, most companies take the time and resources to do audits but do not get the desired results. Why? Because corrective actions are developed without proper root cause analysis. That is where TapRooT® comes in.

TapRooT® can be used to perform root cause analysis on any problem, so why not find the problem and do root cause analysis before these problems manifest themselves into incidents? We decided to develop a course for auditors and audit participants to see how TapRooT® works, both reactively, and with audits. Regardless of your role in the audit process, you must understand the entire TapRooT® process to be effective, so this course is for anyone involved in auditing, from auditors themselves, to auditees, to management who is responsible for improvements.

DAY ONE

  • TapRooT® Process Introduction and Initial Audit
  • SnapCharT® and Exercise
  • Causal Factors, Significant Issues and Exercise
  • Root Cause Tree® and Exercise
  • Generic Causes
  • Corrective Actions and Exercise

DAY TWO

  • The Root Cause Tree® and Preparing for Audits with Root Cause Exercise
  • Audit Programs, Trend and Process Root Cause Analysis
  • TapRooT® Software Introduction
  • Frequently Asked Questions about TapRooT®
  • Final Audit Observation Exercise

Upon completion of the course, attendees will receive a certificate of completion and a 90-Day Subscription to TapRooT® VI, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

GUARANTEE for TapRooT® for Audits:  Attend this course, go back to work, and use what you have learned.  If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

Available Courses

View Courses Inquire About Onsite Courses

Recent Courses News

Monday Accident & Lessons Learned: Ammonia leak kills 1 at Carlsberg brewery in UK
TapRooT® Is Going to Houston!
To Improve You Must Change
TapRooT® Around the World: Toronto, Canada
TapRooT® Around the World: Houston, Texas

Success Stories

Fortunately, I already had a plan. I had previously used TapRooT to improve investigations…

Bi-State Development Corporation

The healthcare industry has recognized that improved root cause analysis of quality incidents…

Good Samaritan Hospital

Fortunately, I had just been introduced to a system for incident investigation and root cause analysis…

Enmax Corporation