Pre-Summit Courses


2-Day Pre-Summit Courses, June 1 – 2, 2015

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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.

Course Outline

Day 1 (8:00am to 5:00pm) Day 2 (8:00am to 5:00pm)
  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree® & Software
  • Find Root Cause Example – Instructor Uses TapRooT® Software
  • Root Cause Tree® Exercise – Participants Use TapRooT® Software or Paper System
  • Generic Causes
  • Corrective Actions
  • Corrective Actions Exercise
  • Proactive TapRooT®
  • Proactive TapRooT® Exercise
  • Presenting to Management
  • Frequently Asked Questions
  • Website and Blog
  • TapRooT® and Software Overview
  • Final Team Exercise: Draw a SnapCharT®
  • Find Causal Factors, Root Causes, Generic Causes & Develop Corrective Actions
  • Participants Present Analyses to Instructors and Class – Exercise Critique and Wrap Up

 

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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®.

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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Advanced Causal Factor 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.

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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.

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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.

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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 original standard AS / NZS 4360, which significantly contributed to the ultimate development of the international risk management standard ISO 31000 and now the USA Standard ANSI Z690.2 and CAN/CSA/ISO 31000 which are all identical. 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

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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!!

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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).

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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Hazard Recognition

This course focuses on the tried and true methods of hazard recognition including at risk or safe behavior, legislation implications, and hazard identification & rectification. The instructor, Peter Berkholz, is a TapRooT® Instructor with over 25 year of mining and industrial experience.

REGISTER for  this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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.

DAY ONE

Being Proactive

What to measure, and what do you measure now exercise

Collection of information

  • Audit programs
  • Observations and BBS
  • Near Miss
  • Hazard reports

Basic Trending

Root Cause Analysis on Trends

Significant Issues

Audit Root Cause Analysis Exercise

DAY TWO

TapRooT® Tools

  • SnapCharT®
  • Root Cause Tree
  • Change Analysis
  • Safeguards
  • CHAP
  • Equifactor®

Corrective Actions

The Generic Question

Basic Quality Tools and Continuous Improvement

Final exercise (Continuous Improvement Project Case Study)

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

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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NEW Interviewing & Investigation Basics

(More info coming soon!)

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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NEW Combating Fatigue

There is now a global body of scientific evidence that shiftwork in the 24/7 workplace is a high risk, occupational health and safety hazard, and that the develop of Fatigue Risk Management Systems (FRMS) has emerged as the internationially accepted “standard” for managing the inherent costs, risks and liabilities of shiftwork. This session will explore the underlying causes and costs of fatigue, review best practices in FRMS design, and illustrate why implementing and maintaining compliance to FRMS “Systems” will provide the next step change in HSEQ for industries as diverse as oil and gas, mining, manufacturing, pipelines, and transportation.

PDC Outline:

Section 1: Understanding the Risks of Fatigue in the Workplace:

  • The causes and costs of employee fatigue in 24-hour operations;
  • Assessing the risks and costs of fatigue in your company/organization;
  • Why Fatigue Risk Management Systems (FRMS) have emerged as the international standard for mitigating risk in shiftwork and 24/7 operations.

Section 2: The Five Levels of Defense:

  • Defense 1: Staff-workload balance;
  • Defense 2: Shift and duty scheduling;
  • Defense 3: Employee training, education and communication; *
  • Defense 4: Work environment; and
  • Defense 5: Individual risk assessment and fatigue analytics.

Section 3: Building Support for FRMS in Your Organization:

  • Educating the organizational infrastructure;
  • Collaborative design of an FRMS plan and implementation strategy;
  • and Definition of roles and responsibilities.

Section 4: Establishing a Continuous FRMS Improvement Process:

  • Incident/Near Miss investigation;
  • Identifying, collecting and analyzing metrics for FRMS; and
  • Periodic review of an FRMS to achieve continuous improvement.

Section 5: Understanding specific methods for handling high hazard jobs:

  • Specific methods for coping with extended shiftwork and 24/7 operations, including air traffic controllers, surveillance personnel, hospital and other shift workers; and
  • Proven techniques for training workers in 24/7 operations.

Learning Outcomes: Upon completion of the program the participants will be able to: 1. Describe the root causes and physiological impacts of excess worker fatigue 2. Assess and quantify manufacturing costs due to excess employee fatigue 3. List general principles and concepts of worker fatigue management, highlighting the ANSI standard on FRMS (Fatigue Risk Management Systems) 4. Formulate ideas for educating organizational infrastructure on mitigating worker fatigue 5. Identify effective methods for addressing worker fatigue, including the concepts and design of an FRMS written action plan 6. Describe concrete methods to effectively help workers cope with the stresses of extended work hours, 24/7 work schedules, and rotating shifts. 7. Define the methods to monitor, measure and control workplace fatigue.

Instructional Methods: This session includes: lectures with PowerPoint presentations to illustrate key points and to facilitate group discussion; class exercises including chronotyping, sleep profiling, and a fatigue causal analysis/data interpretation exercise to illustrate how to identify and track the magnitude and extent of fatigue in your operation as well as the effectiveness of your FRMS. Interactive group discussions and examples are used to illustrate applications for 24/7 workers, and a group participation test will be administered at the conclusion of the program to serve as a final review to ensure full comprehension.

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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NEW Stopping Human Error

 (More info coming soon!)

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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NEW Root Cause Analysis for Sentinel Events & Healthcare Quality Improvement

(More info coming soon!)

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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NEW Creative Corrective Actions

(More info coming soon!)

REGISTER for this course and the 2015 Global TapRooT® Summit (June 1-5, 2015).

REGISTER for this 2-day course only (June 1-2, 2015).

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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!

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