Pre-Summit Courses

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Pre-Summit Courses

2-Day Pre-Summit Courses, April 7 – 8, 2014

2-Day TapRooT^® Incident Investigation & Root Cause Analysis Course
Special 2-Day Equifactor^® Equipment Troubleshooting and Root Cause Analysis
Advanced TapRooT^® Techniques
Advanced Trending Techniques
TapRooT® Analyzing and Fixing Safety Culture Issues
Risk Management Best Practices
TapRooT^® Evidence Collection Course
TapRooT^® Quality/Six Sigma/Lean Advanced Root Cause Analysis Training
Getting the Most from Your TapRooT^® Software
Best Practices for Reducing Serious Injuries and Fatalities Using TapRooT®
Preventing Slips, Trips and Falls
Hazard Recognition (Coming Soon!)
Proactive Use of TapRooT® (Coming Soon!)

2-Day TapRooT^® Incident Investigation & Root Cause Analysis Course

In just two days you will learn the basics of the TapRooT^® System for finding the root causes of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events, and other types of 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. 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. Also, learn what to include in effective presentations to management when presenting the results of a root cause analysis.

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

Why should you attend a 2-Day Equifactor^® Course? To learn to fix the real root causes of equipment failures! This is the shortened version of the Equifactor® Course made to fit in the two days before the TapRooT^® Summit. In just two days learn the basics of the TapRooT^® System for finding the root causes PLUS 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^®.

Advanced TapRooT^® Techniques

Practice makes perfect! Need to refresh your TapRooT® skills? Want to learn the latest techniques for identifying Causal Factors? Want more practice using the TapRooT® System? If you have already attended a 2, 3, or 5-Day TapRooT® Course and want more practice using the TapRooT® tools, then this course is for you! This course give participants a chance to practice new skills by analyzing real-world major accidents and one of their own completed investigations.

NOTE: Participants should bring one of their completed investigations for an analysis exercise.

Course Outline

Day 1 (8:00am to 5:00pm)	Day 2 (8:00am to 5:00pm)
What’s New in the 2008 Book SnapCharT^® Best Practices The 4 Step Method for defining Causal Factors Defining Causal Factors using Safeguards Safeguards Exercise Causal Factors – Advanced techniques for defining Causal Factors Causal Factor Exercise – BP Texas City Causal Factor Exercise – Chemo Overdose Causal Factor Exercise – Electrocution Causal Factor Exercise – Atlanta Bus Accident	Corrective Actions – SMARTER & Corrective Action Helper^® Corrective Actions – Implementation, Verification, and Validation Working with Contractors Enforcement Analysis of Causal Factors Exercise (with your incident) Causal Factor Exercise – Fatal Fall Causal Factor Exercise – Pipeline explosion

Day 1 (8:00am to 5:00pm)

Day 2 (8:00am to 5:00pm)

What’s New in the 2008 Book
SnapCharT^® Best Practices
The 4 Step Method for defining Causal Factors
Defining Causal Factors using Safeguards
Safeguards Exercise
Causal Factors – Advanced techniques for defining Causal Factors
Causal Factor Exercise – BP Texas City
Causal Factor Exercise – Chemo Overdose
Causal Factor Exercise – Electrocution
Causal Factor Exercise – Atlanta Bus Accident

Corrective Actions – SMARTER & Corrective Action Helper^®
Corrective Actions – Implementation, Verification, and Validation
Working with Contractors
Enforcement
Analysis of Causal Factors Exercise (with your incident)
Causal Factor Exercise – Fatal Fall
Causal Factor Exercise – Pipeline explosion

PREREQUISITE: You must attend and complete a TapRooT® Root Cause Analysis course before you register for this course.

Advanced Trending Techniques

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.

TapRooT^® Analyzing and Fixing Safety Culture Issues

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.

Risk Management Best Practices

Australian risk management expert and TapRooT^® Instructor Jim Whiting (member of the committee that wrote AS / NZS 4360:1999, that significantly contributed to the ultimate development of the international risk management standard ISO 31000 and now the USA Standard ANSI Z690:2011to) has enhanced the course for 2012. 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 improving the efficiency of your improvement efforts by getting the most out of your use of risk management and root cause analysis techniques, then attend this course. This will be the only time this year that this course will be offered in the US.

Course Outline

Day 1 (8:00am to 5:00pm)	Day 2 (8:00am to 5:00pm)
Introduction Overview of Risk Management Purposes, Approaches and Methods Strengths and Limitations RM a new safety culture US and International Standards incl. ANSI Z690:2011 How to establish or compare your RM System to conform / comply with ANSI 690 Risk Communication Risk Identification incl. construction and use of Risk Maps ( compared to SnapCharts^®) Exercise in Risk Mapping LUNCH BREAK Risk Analysis – 3 levels of Risk Analysis Qualitative Semi-Quantitative How to make sure that the Matrix Method really works Full Quantitative Risk Analysis (QRA) Quantitative Logic Trees Calculating Risk Semi-Quantitatively with R3 — the Risk Rating and Ranking Tool Exercises in Risk Analysis Summary of Class Topics	Revision of Previous Topics Risk Evaluation – risk tolerability criteria and frameworks at all levels personal social corporate / industry national / international Demonstrating ALARP – As Low As Reasonably Practicable Risk Treatment – contrast to Corrective Actions and Risk Controls Hierarchy of Risk Controls – principles and applications Risk Tolerability Treatment Options RTTO – principles and methods of choice Exercises in Risk Evaluation and Treatment LUNCH BREAK Exercises with Attendees’ own examples Successes and Traps in Setting up RM systems and processes to conform / comply with Z690 Summary of the Whole Course

Day 1 (8:00am to 5:00pm)

Day 2 (8:00am to 5:00pm)

Introduction
Overview of Risk Management
Purposes, Approaches and Methods
Strengths and Limitations
RM a new safety culture
US and International Standards incl. ANSI Z690:2011
How to establish or compare your RM System to conform / comply with ANSI 690
Risk Communication
Risk Identification incl. construction and use of Risk Maps ( compared to SnapCharts^®)
Exercise in Risk Mapping
LUNCH BREAK
Risk Analysis – 3 levels of Risk Analysis
Qualitative
Semi-Quantitative
How to make sure that the Matrix Method really works
Full Quantitative Risk Analysis (QRA)
Quantitative Logic Trees
Calculating Risk Semi-Quantitatively with R3 — the Risk Rating and Ranking Tool
Exercises in Risk Analysis
Summary of Class Topics

Revision of Previous Topics
Risk Evaluation – risk tolerability criteria and frameworks at all levels
personal
social
corporate / industry
national / international
Demonstrating ALARP – As Low As Reasonably Practicable
Risk Treatment – contrast to Corrective Actions and Risk Controls
Hierarchy of Risk Controls – principles and applications
Risk Tolerability Treatment Options RTTO – principles and methods of choice
Exercises in Risk Evaluation and Treatment
LUNCH BREAK
Exercises with Attendees’ own examples
Successes and Traps in Setting up RM systems and processes to conform / comply with Z690
Summary of the Whole Course

TapRooT^® Evidence Collection Course

TapRooT^® is designed to help your investigators find unbiased, evidence-based root causes. Therefore, it is obvious that a TapRooT^® investigation is only as good as the data that is collected for analysis. The TapRooT^® Evidence Collection Course gives your investigators additional tools and experience in gathering the information needed for their analyses. During this course, attendees will discuss advanced evidence collection techniques, including:

Initial incident response
Investigation team coordination
Photography techniques
Interviewing methodology
Control of blood borne pathogens
Sketching techniques

This advanced Evidence Collection Course will give your senior investigators additional skills to conduct professional, in-depth investigations by developing their evidence-gathering skills.

TapRooT^® Quality/Six Sigma/Lean Advanced Root Cause Analysis Training

What do you do when process variation and non-valued activity are part of, or in some cases are even created by, your current Quality Improvement System? This course was created to increase the efficiency of your activities by combining the strengths of Six Sigma, Lean and the TapRooT^® Process.

See how you can improve your quality system with a “zero quality” perspective that minimizes the impact of “error” and allows the organization to recover quickly without significant impact to your customer.

Fees Include: TapRooT^® single user demo software, TapRooT^® book, Corrective Action Helper^® , Root Cause Dictionary & Laminated Root Cause Tree, Course Workbook.

Who Should Attend: Entry Level and Experienced Experts in Quality Assurance, Continuous Improvement, Patient Risk, Auditing, Project Management, Performance Excellence, Business Growth, Customer Service, and Managers who Champion Continuous Improvement.

Overview: There is no doubt that product defects, customer complaints, delays in projects, and failure of your quality system to respond in a timely manner erode financial gains and makes a company more susceptible to losing their customer to the competition. What is in question is what role the Quality System plays in not predicting, creating or not correcting the issues listed in the above statement.

Lean Six Sigma applied with CORRECT FACTS, sponsorship and ownership can reduce process variation and process waste. With this in mind, this course will introduce some of the key components of waste and variation to include:

Value Streams (No Value and Value Activities included)
Swim Lanes (Deployment Charts)
Common Types of Waste
6 S (Safety, Sort, Set in Order, Shine, Standardize, Sustain)
DMAIC (Define, Measure, Analyze, Improve, Control)
IPO’s (Input-Process-Output)
Sigma and Opportunities
Mistake Proofing
Pugh Matrix

The above tools and concepts all provide excellent improvement opportunities when the Quality Champion applies the right facts in a timely manner.

Unfortunately, all the leading Quality Improvement Processes have major weakness in the initial stages of evidence collection. Whether using 8D, PDCA, DMAIC or Lean, brainstorming is a taught as the foundation to developing possible root causes. If the right questions are not asked by the right people with a good understanding of what really happened then you produce:

Non-valued time spent in re-analyzing the problem
In-effective corrective actions implemented
Low morale and lost resources ($$$ and Time)

One of the tools listed in Performance Excellence Steps is to Benchmark World Class Organizations and Processes. Many Fortune 500 companies have answered the weaknesses listed above to ensure that their Safety Departments have the ability to lead their Zero Injury Goals by using TapRooT^® Root Cause Analysis (reactively AND proactively). So why not share and combine the Best Practices that have worked in the world of Quality AND Safety?

This is what this 2-Day Course is all about!!

Getting the Most from Your TapRooT^® Software

To get the most from your TapRooT^® Enterprise Software you need an administrator who understands all the built in features. They need to know how to:

Install the software for best performance.
Set-up custom fields and lists.
Link the software to other databases.
Answer users’ common questions.
Explain the basics of using the software.

Dan Verlinde, Director of Information Technology and Software Development and Matt Irving Software Development Project Manager, will teach an intensive review of the TapRooT^® Version 5 Web Software system administration. Topics including: installation, configuration, data migration (from Version 4), best practices, and future releases. System Administrators and TapRooT^® Super Users 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!

Course Guarantee: Attend this course then use the knowledge that you’ve gained when you return to your facility. If you aren’t satisfied that the course helps you perform your job better and that the course will save you much more than the cost of the course fee, just return the books, course materials, and/or software and we will refund your entire course fee. It’s that simple. How can we offer such an iron clad, risk free guarantee? We know this course is so good that you won’t want to send your materials back! Please bring your laptop to this course (with wireless capabilities, if possible).

Best Practices for Reducing Serious Injuries and Fatalities Using TapRooT®

Why are the major, steady declines in minor and recordable injuries not seen to the same extent in major accident (fatality) statistics? Mark Paradies has new insight into the phenomenon and has used it to develop systematic methods to stop major accidents by using TapRooT® both reactively and proactively. The course highlights three major sources of major accidents: industrial hazards, process safety, and driving safety. This course will give you new ideas to revolutionize your fatality/major accident prevention programs and start you down the road to eliminating major accidents.

Prerequisite: Prior 2, 3, or 5-Day TapRooT® Root Cause Analysis Training.

NEW Preventing Slips, Trips and Falls

Slips, and trips are amongst the most common causes of accidents reported in most workplaces. At a glance it would be easy to dismiss them as trivial accidents which happen for obvious reasons. Many organisations are hesitant to start tackling their slip and trip issues for fear of highlighting the problem and being unable to identify appropriate solutions. Rob Shaw, from the Health and Safety Laboratory in the UK, is a Pedestrian Safety Specialist with 9 years of practical experience investigating slip, trip and fall accidents. Rob will guide you through the challenges to reducing your slips and trips and explain the science behind the topic. This course will focus on real world examples and includes practical exercises on how to reduce the risk of a slip or trip happening in your workplace.

Hazard Recognition

Coming Soon!

Proactive Use of TapRooT®

Most people attend a TapRooT® course because they want to do better investigations. But wouldn’t it be better if you never had to do the investigations in the first place?

Learn how TapRooT® can be integrated with your existing improvement programs and how to do investigations on processes and trends rather than individual incidents. Also leverage the power of the Root Cause Tree® and Root Cause Tree® Dictionary in not only improving your programs but developing them as well.

This course is under development but a preliminary list of topics include:

What to measure
Trend analysis
Process analysis
Auditing
Improvement programs and quality tools
The Root Cause Tree® and Dictionary as a collection of best practices
Use of CHAP and Change Analysis proactively
Final exercise

NOTE: To attend this course, you must have previously attended a 2, 3, or 5 day TapRooT® course.

CHECK BACK for registration details.

Summit Links

Our Guarantee

We know you have only so much time and resources to give to training and conferences in any given year. We are confident that the TapRooT® Summit will be the best conference you attend this year and worth every effort you make to get there.

One way you can judge our commitment to you is our SUMMIT GUARANTEE.

Attend the Summit and go back to work and use what you've learned. If you don't get at least 10 times the return on your investment, simply return the Summit materials and we'll refund the entire Summit fee.

With a guarantee like this one, you have nothing to lose and everything to gain!