Pre-Summit Courses


2-Day Pre-Summit Courses, March 11-12, 2019

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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. We divide into teams of 2-4 people and have each team analyze a different problem during course.

Course Outline

Day 1 (8:00am to 5:00pm) Day 2 (8:00am to 5:00pm)
  • Class Introductions and TapRooT® Introduction
  • TapRooT® System Overview – What you will be learning
  • SnapCharT® Basics – Gathering Information
  • SnapCharT® Exercise – Practice
  • Causal Factors – Identifying the Error
  • Root Cause Tree® – Eliminating Blame
  • Root Cause Tree® Exercise – On Your Own
  • Corrective Actions – Developing Fixes
  • 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

Registration coming soon for the TapRooT® Root Cause Analysis Training *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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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.

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®.

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.

Registration coming soon for the Equifactor® Equipment Troubleshooting and Root Cause Analysis *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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TapRooT® Root Cause Analysis to Improve Patient Safety

Coming Soon!

Registration coming soon for the TapRooT® Root Cause Analysis to Improve Patient Safety *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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Trending for Managing Performance

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.

Registration coming soon for Trending for Managing Performance *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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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.

Registration coming soon for TapRooT® Analyzing and Fixing Safety Culture Issues *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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Risk Management – Best Practices & Risk-Based Thinking

In all your HSEQ risk domains and management Systems – are you frustrated that the outcomes of your 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 Based Thinking RBT & Risk Assessments RA are now recognised by new versions of ISO 31000 / ISO 45001 / ANSI Z10 / ISO 14001 / ISO 9001 / as definitely needed in each and every risk informed decision-making process.

RBT and RA need to be applied in all aspects of business without being confused and undermined by subjective beliefs, biases and risk perceptions.

The course has been continually improved. It still covers the core Best Practices that have made facilitation and participation in risk assessments as accurate and reliable as possible. As well, a number of other 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 or Risk Dashboard;
  • 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 contributory member of the committee that wrote the international risk management standard ISO 31000, which has now become the USA Standard ANSI Z690.2 and CAN/CSA/ISO 31000 The course is facilitated in a participative workshop format. 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 in ALL risk domains, but particularly HSEQ, 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
  • Risk & Opportunity Management – Purposes, Approaches and Methods Strengths and Limitations – the basis for a new safety culture to move beyond traditional BBS principles and practices
  • Risk-Based Thinking in ISO 9001, ISO 14001 & new ISO 45001 & ANSI Z10
  • How to establish/compare your RM System to conform/comply with Standards ANSI Z690.2 and CAN/CSA/ISO 31000
  • Better Risk Communication & Consultation
  • Common Misuses of HSEQ Risk Language
  • 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 uses of methods of ANSI Z690.3 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 to Risk Controls – Measures of Effectiveness of Risk Controls
  • A new version Hierarchy of Risk Controls – principles and applications – Optioneering
  • 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 & Dashboards
  • LUNCH BREAK
  • Exercises with Attendees’ own examples
  • Tips for Facilitating a Risk Assessment
  • Successes and Traps in Setting up RM systems and RA processes to conform / comply with ANSI Z690 & CAN/CSA/ISO 31000, ISO9001, ISO14001, ISO45001
  • Summary of the Whole Course
  • Optional Post Workshop Exercise emailed to facilitator/mentor/coach for individual assessment.

Registration coming soon for Risk Management – Best Practices & Risk-Based Thinking *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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TapRooT® Software Implementation and Application

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!

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).

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.

Registration coming soon for TapRooT® Software Implementation and Application *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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Using “What if” and TapRooT® for Hazard Assessment

Registration coming soon for Using “What if” and TapRooT® for Hazard Assessment *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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TapRooT® Evidence Collection and Interviewing Techniques to Sharpen Investigation Skills

There is so much to remember when collecting evidence … and so much to lose if you are not prepared.

  • Ever have trouble completing a SnapCharT® because you lacked pieces of information?
  • How can you be certain what to collect?
  • How do you help witnesses to an incident remember important facts with better accuracy?
  • What is an effective sequential structure for conducting an interview?

Solid evidence collection skills are critical to finding the real root causes of incidents. Evidence collection supports the investigation with facts (not opinions), and creates a clear sequence of events.  Sharpen your skills by attending training and practicing skills through hands-on exercises.

Day 1 of this 2-day course is focused on pre-planning, emergency response and collecting evidence (physical evidence, recordings and paper evidence).  Overviews of the TapRooT® investigation processes are presented to demonstrate how evidence collection fits into the TapRooT® System.   It is essential to build an accurate timeline in an investigation, so SnapCharT® basics are also reviewed on Day 1 for those who have not taken TapRooT® Root Cause Analysis Training or those who need a refresher.

Day 2 is all about collecting people evidence.  Most investigators have not had formal training on how to conduct investigative interviews, yet people evidence is crucial to solving problems; therefore, the TapRooT® 12-Step Interviewing Process is presented in depth and practiced.  This day includes how to use TapRooT® techniques like Change Analysis, and how to use the Root Cause Tree and Dictionary, essential tools for evidence collection. Finally, attendees learn how to “hear” what’s not said during an interview by de-coding non-verbal cues.

DAY ONE

  • Evidence Collection Quiz
  • What is Evidence Collection?
  • TapRooT® Investigation Processes
  • Pre-Planning for Evidence Collection
  • Emergency Response & Scene Management
  • SnapCharT® Basics
  • Evidence to Collect – 3Ps & an R
    • Recordings
    • Physical
    • Paper

DAY TWO

  • What to Collect – 3Ps & an R (Continued)
    • People
  • Change Analysis
  • Human Factors: The Root Cause Tree & Dictionary
  • Observation Quiz
  • TapRooT® 12-Step Interview Process
  • DeCoding Non-Verbal Behavior

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.

Registration coming soon for TapRooT® Evidence Collection and Interviewing Techniques to Sharpen Investigation Skills *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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Stopping Human Error

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.

Registration coming soon or Understanding & Stopping Human Error *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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Mistake Proofing & Effective Corrective Actions

Coming soon!

Registration coming soon for Mistake Proofing & Effective Corrective Actions *and* the 2019 Global TapRooT® Summit (March 11 – 15, 2019).

Registration coming soon for this 2-day course only (March 11 – 12, 2019).

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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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Better Initial Information Collection Submitted by: Bill Missal, Senior Aviation Safety Inspector Company: FAA, Alaska Challenge Field investigators that, unfortunately, may not be trained in the use of TapRooT® collect initial information and then send it to trained investigators to analyze the root causes of aviation accidents using TapRooT®. The untrained field investigators may not …