Category: Best Practice Presentations

Software Track at the 2018 Global TapRooT® Summit

December 7th, 2017 by


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

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

The TapRooT® Software Sandbox – Dan Verlinde and Angie Comer

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

Instructor Software Updates – Dan Verlinde and Ken Reed

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

What’s New in TapRooT® Software – Dan Verlinde

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

Building Your Software Incident Report – Dan Verlinde

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

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

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

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

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

Best Practices for Sharing Lessons Learned – Pat Fortune

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

Performance Improvement Gap Analysis – TapRooT® Instructor Team

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

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

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

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

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

November 22nd, 2017 by

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

Risk Assessment and Management Best Practices Training

October 27th, 2017 by

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

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

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

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

Safety Track at the 2018 Global TapRooT® Summit

October 23rd, 2017 by

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

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

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

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

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

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

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

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

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

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

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

The Psychology of Failing Fixes – Kevin McManus

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

Clarifying Common Misuses of Safety Risk Language – Jim Whiting

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

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

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

How to Communicate Successfully – Vincent Phipps

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

Pike River: The Human Story – Karl Berendt

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

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

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

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

And of course, all tracks attend the KEYNOTE TALKS

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

Users Share Best Practices: Creating A Review Cell For The Incident

November 16th, 2016 by

Our 2016 Global TapRooT® Summit was a great success this year! Our attendees helped one another by sharing some of their best practices. Here Michael Miraglia details how his company creates what they call a “review cell” to investigate an incident.

(Click post title if video is not displaying.)

2016 TapRooT® Summit Best Practice Presentations for All Sessions

August 3rd, 2016 by

Here are the presentations and handouts for the 2016 TapRooT® Summit:

If you can’t find the presentation you’re looking for or you have questions, please e-mail Barb or Gabby.

Best Practice Session 1
Wednesday, August 3, 2016
10:30 a.m. – noon

TapRooT® Users Share Best Practices (Linda Unger, Benna Dortch and Michelle Wishoun)


Who Really Own the Quality Defect? (Chris Vallee & Kevin McManus)


The TapRooT® Software Sandbox (Dan Verlinde & Angie Comer)

*There will not be a presentation available for this track.


Learning From the Best Maintenance Program in U.S.A. (Gary Gardner)


7 Deadly Sins of Human Performance (Mark Paradies)


Best Practice Session 2
Wednesday, August 3, 2016
1:30 p.m. – 2:30 p.m.

Weatherford’s Global Journey to HSE & Quality Improvement with TapRooT® (David Smith & Shawn Holden)


Grade Your Investigations (Mark Paradies & Jack Frost)


Bhopal Disaster (A Definitive TapRooT® Analysis) (Ken Bloch)


Using the Optional Techniques in the TapRooT® Software (Dan Verlinde)

*There will not be a presentation available for this track.


What is Equifactor®? (Ken Reed)

*There will not be a presentation available for this track.


TapRooT® Changes in the Medical Community (Ed Skompski)


Best Practice Session 3
Wednesday, August 3, 2016
2:45 p.m. – 3:45 p.m.

Proactive Use of TapRooT® (Dave Janney)


What’s New in the TapRooT® Software? (Dan Verlinde)

*There will not be a presentation available for this track.


Human Error Causes of Quality Problems (Chris Vallee & Tommy Garnett)


How to Do a New Implementation of TapRooT® (Ed Skompski)


What is RAM Modeling? (Mark Olson)

*This presentation will not be available due to confidentiality reasons.


A Life of Illusion: Getting to What is Real (Carl Dixon)


Best Practice Session 4
Thursday, August 4, 2016
10:15 a.m. – 11:45 a.m.

Certified TapRooT® Instructor Recertification Workshop (Linda Unger, Michelle Wishoun, Ken Reed)

*There will not be a presentation available for this track.


TapRooT® Software Advisory Board- Future APIs (Dan Verlinde, Angie Comer, Leah Cartwright)

*There will not be a presentation available for this track.


The Business End of Equipment Reliability, Part I (Heinz Bloch)


Interviewing Behaviors & Body Language (Barb Phillips)


Character Driven Success (Dr. Beverly Chiodo)


Improve Accountability, Execution & Performance (David Doyle)

*This presentation will not be available due to confidentiality reasons.


Best Practice Session 5
Thursday, August 4, 2016
12:45 p.m. – 1:35 p.m.

Deep-Dive Into Procedures & Management System (Ralph Brickey)


The Right & Wrong Way to Analyze an Audit Compliance Finding (Alethea Arnold & Nancy Hitchens)


Praising the 49 Character Traits (Dr. Beverly Chiodo)


Risking Assessing the Perfect Murder (Alan Smith)

*This presentation will not be available due to confidentiality reasons.


Contract Instructor Software Training (Ken Reed & Dan Verlinde)

*There will not be a presentation available for this track.


Best Practice Session 6
Thursday, August 4, 2016
1:50 p.m. – 2:40 p.m.

CHAP (Joel Haight)

*There will not be a presentation available for this track.


The Business End of Equipment Reliability, Part II (Heinz Bloch)


Writing TapRooT® Driven Preventative & Corrective Actions Workshop (David Davis & Troy Bonar)

*This presentation will not be available due to confidentiality reasons.


Building Reports & Templates Using the TapRooT® Software (Dan Verlinde)

*There will not be a presentation available for this track.


Arc Flash Loss Prevention (Scott King & Terry Butler)


Best Practice Session 7
Thursday, August 4, 2016
2:55 p.m. – 3:45 p.m.

TapRooT® Advisory Board (Mark Paradies, Linda Unger, Dan Verlinde & Ken Reed)


12 Steps for Conducting a Professional Interview  | Excellent video on Cognitive Interviewing  (Barb Phillips)


Anatomy of a Medical Investigation (Ed Skompski & Michele Lindsay)


What’s Holding You Back- Common Barriers to Process Excellence (Kevin McManus)


TapRooT® in “What If Analysis” (Joel Solomon)

*There will not be a presentation available for this track.


Fast Investigations for Simple Incidents (Mark Paradies)


Best Practice Session 8
Friday, August 5, 2016
9:00 a.m. – 10:40 a.m.

Planning Your Improvements (System Improvements Team)


If you can’t find the presentation you’re looking for or you have questions, please e-mail Barb or Gabby.

NEW Summit Session: Carl Dixon Teaches the Value of Recognizing the Illusion in Ourselves and in Others

May 26th, 2016 by

Are you building an empire on an illusion? Or is it a dream?

In the course of a lifetime, we are continually obliged to choose thoughts and take actions that support our progress and our very existence. Many times a day we must make a choice of what we are going to do, how we are going to do it, and why we are going to do it. We need a guiding thought on which to base these choices, and as humans have gotten more and more removed from the basic needs of survival we have created the ability to willfully be immersed in a made-up world constructed solely of the thoughts we select.

It’s natural, and perhaps inevitable, that sometimes we meander off the path of what’s best for us when the very powerful human brain can be ordered such that we’ll believe that something false is real, or that something real is false.

1. a thing that is or is likely to be wrongly perceived or interpreted by the senses.
2. A deceptive appearance or belief
3. A false idea or belief

Behaviour driven by illusion on a personal level or on an institutional scale is all around us, and is not a trifling thing. Illusion can lead either slowly or quickly to any and every kind of disaster or dissolution BECAUSE IT FLIES IN THE FACE OF REALITY.

The crash must come. “Reality will rear back and bite and bite like a snake”

When we invest our entire being, our future and our happiness into an illusion it is only a matter of time before all is lost. Yet, humankind must have hope to go forward with life and be inspired to greater effort; reality in itself does not inspire. Hope drives all progress. Humans are creative beings who need to make our world to order. We dream of what could be and set to work creating it.

How valuable then to recognize Illusion in ourselves or in others, with its twisting of what is, and distinguish it from the Real. Acknowledging the Real allows us the Dream.

“The Dream is a ladder; the illusion a wall”

Join CarDixon.Carll Dixon at the 2016 Global TapRooT® Summit for this life-changing session, “A Life of Illusion – Getting to What is Real” (Best Practice Session 3) on Wednesday, August 3, 2016 from 2:45 p.m. to 3:45 p.m.

Dixon is a Canadian rock musician who has been a part of such bands as Coney Hatch, April Wine and The Guess Who. In 2008 he was involved in a near fatal car crash that could have cost him everything. His story is more than a tale of “had it all and almost lost it”; for Carl the story became, “What now?”

“Our thoughts determine our path; if we find ourselves on a bad path it’s never too late to substitute better thoughts in place of unsatisfactory ones. We have the ability to decide our thoughts, to choose strength over weakness, courage over fear, stoicism over complaint. Sure, it’s not always easy, but it can become a habit every time you remember that the strong choice is the better choice”.

Learn more about other alternative sessions you can choose to customize your schedule by visiting and clicking on the “Alternative Sessions” radio button on the top left menu bar.  This will display all of the alternative sessions in the red boxes on the schedule.  Let us know if you need help registering for any of them or if you want to change your schedule to add Dixon’s session at:


New Session in the Safety Track at the 2016 TapRoot® Summit – What Can You Learn from Criminals???

May 26th, 2016 by

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What can you learn about planning a high risk business activity from the planning for a high risk criminal activity?

Probably much more than you might think!

The Global TapRooT® Summit is all about learning from other industries and disciplines and it certainly is different learning from criminal activities and criminal investigations. This talk is based on Alan’s first hand experience with a murder investigation that will keep you riveted to his every word. Don’t miss it.

We have just scheduled a new talk in the Safety Track at the 2016 Global TapRooT® Summit.  “Risk Assessing the Perfect Murder” will be held on Thursday, August 4, 2016 from 12:45 p.m. to 1:35 p.m.

Alan Smith, a former Detective Superintendant with the Grampian Police in Scotland, is now a TapRooT® Instructor and a Director of Matrix Risk Control in Aberdeen, Scotland and is leading this intriguing course.

See the complete 2016 Global TapRooT® Summit schedule by CLICKING HERE.

Register for the Safety Track at the 2016 Global TapRooT® Summit (August 1-5 in San Antonio, Texas) by CLICKING HERE. Or add Alan’s talk to another track to customize your Summit experience.

Kevin McManus receives distinguished Fellows Award

May 24th, 2016 by

Kevin McManus

All of us at TapRooT® would like to extend our warmest congratulations to Kevin McManus who received The Fellows Award among 250 leaders in education and business at the 2016 IISE Honors & Awards Dinner held at the Disneyland Resort.

The Fellows Award recognizes outstanding leaders of the profession (IISE – Institute of Industrial & Systems Engineers) who have made significant nationally recognized contributions to Industrial engineering. A Fellow is the highest classification of IISE membership, and has been given to only 400 individuals globally.

Kevin was nominated and selected for his contributions to Industrial Engineering through his volunteer activities. He has been a supporter of IISE for more than 35 years.  He has written 200 articles for the IISE monthly publication; held workshops; spoke at their conferences; and taught as a guest professor at universities globally.  Kevin is an examiner for the National Baldrige Performance Excellence Award (previously the Malcolm Baldrige Quality Award), a position he has held for 16 years.

Kevin will be co-teaching Advanced Trending Techniques during 2016 Global TapRooT® Summit week (August 1 & 2, San Antonio, Texas) with Mark Paradies, System Improvements’ President.  He will also be presenting “What’s Holding You Back – Common Barriers to Process Excellence” and “Who Really Owns a Quality Defect” at the 2016 Global TapRooT® Summit August 3-5, 2016.

Congratulations, Kevin, on your incredible contributions and hard-earned accomplishments!

Chris Vallee invites you to the Quality Track at the 2016 Global TapRooT® Summit

May 20th, 2016 by

The Global TapRooT® Summit offers multiple focused learning tracks for performance improvement. This video introduces the Quality Track. Come to the Summit and maximize improvement at your company!

Starring Chris Vallee. Produced by Benna Dortch.


Interested in the Investigation Track? Learn about it here!

Interested in the Asset Optimization Track? Learn about it here!

Interested in the Safety Track? Learn about it here!

Ken Reed Invites You to The Asset Optimization Track at the 2016 Global TapRooT® Summit

April 22nd, 2016 by

The Global TapRooT® Summit offers multiple focused learning tracks for performance improvement. This video introduces the Asset Optimization Track. Come to the Summit and maximize improvement at your company!

Starring Ken Reed. Produced by Benna Dortch.

Learn more about the Summit!


Interested in the Safety Track?  Learn about it here!

Interested in the Investigator Track? Learn more about it here!

Safety Track at the 2016 Global TapRooT® Summit

March 21st, 2016 by

We are busy preparing for this year’s summit, which will be held August 3-5 (with pre-summit courses on August 1-2) in San Antonio, Texas.

I’m very excited about the lineup for this year’s Safety Track. We have some great speakers and topics:

7 Deadly Sins of Human Performance – Mark Paradies, Creator of TapRooT®

Weatherford’s Global Journey to HSE and Quality Improvement with TapRooT® – Mitch Miller, David Smith, Shawn Holden

Proactive Use of TapRooT® – Dave Janney

Interviewing Behaviors & Body Language – Barb Phillips

Marathon Galveston Bay – Ken Bloch

Arc Flash Loss Prevention – Scott King and Terry Butler

TapRooT® in What If Analysis – Joel Solomon

In addition to the speakers in the safety track, all tracks with attend the keynote sessions each morning and afternoon, with top-notch speakers. We also have the famous Wednesday night reception with great food and drinks and featuring live entertainment from Carl Dixon (of the Guess Who, April Wine, and Coney Hatch). And the best part of the summit? Getting to meet other like-minded professionals; we hear every year from attendees that the Global TapRooT® Summit is the best networking opportunity of the year.

So please join us for the Safety Track at this yea’s summit. For more information and to register, go HERE

See you in San Antonio!


TapRooT® Summit – Get Amped Up in the Investigator Track!

October 28th, 2015 by


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Join us in San Antonio, Texas August 1 – 5, 2016 for the Global TapRooT® Summit!


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Ken Reed

Our 2016 Global TapRooT® Summit is just around the corner, and I’m REALLY excited about the session line-up we’ve set up for you. I’m the track leader in the TapRooT® Investigator Track, and we’ve got some excellent sessions planned to help you become a better investigator:

We’re going to start off with a session that lets our TapRooT® Users Share Best Practices with you. What better way to learn about best practice ideas than to get them directly from other users who are successfully implementing at their company? This session is always one of the most useful, hands-on sessions at our Summit.

Are your investigations any good? Mark Paradies is going to run a session on how to properly Grade Your Investigations. He’ll give you industry best-practice ideas on what really matters in an investigation. This isn’t just a high-level thought experiment; you’ll walk away with a grading sheet that you can customize for your company that will allow you to put an actual number grade on each investigation. This is a great way to improve each and every investigation.

Are you ready to implement TapRooT® at your company, but not sure how to get started? Ed Skompski will be leading a session on How to do a New Implementation of TapRooT®. We’ve helped many companies figure out what they need to do for a successful, long-term TapRooT® implementation, and he’s ready to share those ideas with you. Wouldn’t you love to have an implementation checklist?!

Barb Phillips is going to have a couple of sessions on individual investigator techniques. Interviewing Behaviors and Body Language will help you learn advanced skills to perform more effective interviews. The Investigation Team Leader session will give you pointers on how to lead more complex investigations from the perspective of the lead facilitator. These are both going to be terrific sessions for all TapRooT® investigators.

Wouldn’t it be nice to ask all the right questions at your very first interview? In addition to Barb’s topic on body language, we’re going to look even more deeply at how to use The 15 Questions To Identify Interview Topics. This will help you better plan your interviews to ensure you minimize the number of follow-up interviews required during your investigations.

We’ve had many requests to speak in more detail about the intricacies of a few of the Root Cause Tree® Basic Cause Categories. This year, we are going to Deep Dive into Procedures and Management Systems. We’ll show you where some of these root causes come from, and how to recognize them during your investigations.

I’m really excited about my track this year. If you are a TapRooT® investigator, you will not want to miss these sessions. Plan on being in San Antonio next year; don’t miss out on this opportunity!!

Learn more:

Are You Comfortable With Just Getting By?

June 15th, 2015 by

Getting comfortable with just getting by, accepting failure, accepting broken rules … these attitudes all contribute to an unhealthy workplace culture that allows major and minor accidents. How do we get back on track?

We livestreamed Mark Paradies’ empowering talk, “How to Stop Normalization of Deviation,” at the 2015 Global TapRooT® Summit in Las Vegas. View the recorded session below and learn how to improve the work culture at your facility.

Broadcast live streaming video on Ustream

Need New Ways to Fix Old Problems? Sign up for the 2-Day Creative Corrective Actions Course!

April 27th, 2015 by


This 2-Day Creative Corrective Actions course is a popular interactive and practical workshop that provides participants with a process and tools to uncover innovative and creative solutions and discover opportunities that will lead to breakthrough thinking. Follow this process for increasing creativity in process improvement, strategic thinking, or product design. Included in this workshop is Dr. Edward de Bono’s Six Thinking Hats™. Quit solving problems with the same thinking that created them, this course will take you outside the box and around the corner to a place where new ideas are designed.


Michele Lindsay

This course is taught by Michele Lindsay, President, of P2 – Performance Potential Inc. Toronto, Ontario Canada. Michele is the type of leader that inspires others to design a better outcome and gives them the tools they need to go back to their facilities and create an exciting future. She has been working in the field of investigations and root cause analysis for over 20 years and is passionate about helping organizations and individuals access their potential.

A long time out of the box thinker and a focus on high performance has led Michele down a unique career path not only as a technical specialist in left brained, highly analytic root cause analysis, but uses her right brained creativity and connection to others to help her optimize performance with individuals, teams and organizations.

Michele has contributed to the Wiley Publication – Handbook of Loss Prevention Engineering on the topic of Leadership; Creating Conditions to Get Beyond Compliance to High Performance.   As a TapRooT® instructor for 1000s of learners, and a facilitator or reviewer in close to 100 significant investigations, her extensive background focuses not only on the process and system improvements but engaging  people to take performance to the next level.

Michele has developed this 2-day course on innovation and creative thinking intended to move teams to new solutions to old problems.  Join her in the Summit course “Creative Corrective Actions” to take these tools and skills back to your facility.

Course Outline

  • Identify and remove roadblocks to Creativity & Innovation
  • We are not all born creative – understanding how to get there
  • Describe and practice the Innovation process, which includes:
    • Focus – Define the problem or opportunity and bring it into focus
    • Uncover Alternatives – New ways to solve old problems, open the creativity tool box to help build solutions and NEW ideas.
    • Narrow your choices – Effectively and efficiently make decisions in teams that break down walls and create team collaboration including the using the globally renowned Six Thinking Hats™ method.
  • Create alignment in decision making
  • Apply the process and tools to a current business problem or opportunity
  • Lay the groundwork for successful implementation
  • Build a climate of innovation

This is the last chance to register for this course this year!

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).

Certified Instructors: How to Recertify at the 2015 Global TapRooT® Summit

April 2nd, 2015 by

Register for the Certified Instructor Track:

Learn how to View the Best Practice Sessions on Your Track and How to Customize your Schedule:

Southlake Hospital Staff Lives Their Values

March 24th, 2015 by

Michele Lindsay, President of Performance Potential Inc. and member of the Quality and Risk Department at Southlake Hospital recently shared this awesome video with us. Join Michele at the Global TapRooT® Summit June 1 and 2 for her exclusive 2-Day Creative Corrective Actions Course and sign up for the Improving Healthcare and Patient Quality track June 3 – 5 to attend her best practice session, RCA of Multiple Events, which is a case study of performing root cause analysis on several incidents that appear to be related. Take the opportunity to learn from many incidents that may not trigger a root cause analysis on their own, but collectively provide significant insights into process and system weaknesses so effective corrective actions can be put in place.

Hope you enjoy the video! Learn more about the 2015 Global TapRooT® Summit at:

Don’t Miss Our International Event in Las Vegas! 2015 Global TapRooT® Summit

March 9th, 2015 by


The LINQ Promenade – the best dining and entertainment district in Vegas (steps from the conference hotel!)

In less than three months , we’ll be convening in Las Vegas for the 2015 Global TapRooT® Summit, an international event with world-renowned speakers and multiple tracks designed to share best practices within and across industries and professions.

Best Practice Tracks with Award-Winning Speakers

There are NINE learning tracks and the biggest problem may be choosing just one. But we even have a solution to that — you can also create your own custom track by picking any sessions you want to build a custom schedule. If you are unsure of how to customize your schedule, please call Barb at 865.539.2139, and she’ll walk you through it, or contact our admin staff at with questions about registration.

If you prefer to choose sessions concentrated around a certain topic, choose one of our tracks focused on:

Equipment Reliability Improvement & Troubleshooting

Human Error Reduction & Behavior Change

Improving Healthcare Quality & Patient Safety

Incident Investigation & Root Cause Analysis

Process Quality and Corrective Action Programs

Safety Improvement

TapRooT® Software

If you are a Certified Instructor, register for our Certified TapRooT® Instructor track designed to give you the tools you need to take your facility to the next level and make your job easier.

And don’t forget to add one of our exclusive 2-day Pre-Summit courses to your schedule to make it a career-changing week of learning, sharing and networking.  Check out our Pre-Summit Courses here:

Last but not least … book your room in the block!  Room block rates are available for a limited time.  Learn more here:

We hope to see you in Las Vegas June 1 – 5 2015 for the Global TapRooT® Summit!


2015 Global TapRooT® Summit Brochure

February 9th, 2015 by

Here is our hot-off-the-press 2015 Global TapRooT® Summit Brochure! We hope you will join us June 1 – 5, 2015 in Las Vegas, Nevada.

For more information, visit:

To register, visit:

Richard Phillips, Real Life Inspiration for the Movie Captain Phillips, to Speak at 2015 Summit

January 19th, 2015 by

Learn important lessons on leadership at the 2015 Global TapRooT® Summit from Richard Phillips, real life inspiration for the movie, Captain Phillips, who will be the closing keynote speaker on Day 3. The Summit begins on Wednesday, June 3, 2015 right after our 2-day Pre-Summit courses (June 1 and 2, 2015).

Phillips, Richard

Richard Phillips

For five days in April 2009, the world was glued to their TV screens as Captain Richard Phillips became the center of an extraordinary international drama when he was captured by Somali pirates who hijacked his ship, the first hijacking of a US ship in more than 200 years.

Though Captain Phillips describes himself as a “regular guy,” the world knows that his actions were anything but ordinary after the pirate attack. His harrowing and heroic efforts to survive an ordeal that riveted the world were only matched in valor by his decisive actions to save his crew and the ship they sailed. President Obama said, “I share the country’s admiration for the bravery of Captain Phillips and his selfless concern for his crew. His courage is a model for all Americans.”

REGISTER for the 2015 Global TapRooT® Summit, June 1-5, 2015, Las Vegas.




Don’t Miss Important Lessons Learned from Multi-fatality Incidents at the 2015 Global TapRooT® Summit

January 12th, 2015 by

Alan Smith and Mhorvan Sherret, Directors, Matrix Risk Control (UK) Ltd
and Law Enforcement Specialists,  are the closing keynote speakers for the second day of the 2015 Global TapRooT® Summit. The Summit begins on Wednesday, June 3, 2015 right after our 2-day Pre-Summit courses (June 1 and 2, 2015).


Alan Smith

Alan Smith and Mhorvan Sherret founded Matrix Risk Control (UK) Ltd. following successful careers in law enforcement when they were at the forefront of many major investigations. They wanted to promote excellence in investigation within industry to improve performance, and ensure that many of the tragic events they had witnessed never happened again. Both Alan and Mhorvan are passionate about not only finding out what happened, but why it happened and, most importantly, helping to put in place preventative measures that really work.

They have worked closely with System Improvements Inc. since 2009, spreading the TapRooT® word throughout the globe, and assisting organizations in making things better.


In founding and developing their own business, Alan and Mhorvan are acutely aware of the importance of their people and that their success is entirely relative to the performance of their staff.

Sadly, both have been involved in many incidents where the value of people has not been fully appreciated until it was too late, and they have learned the hard way how crucial it is to build a caring culture around a business and the importance of being ready for the unthinkable.

A death or deaths in the workplace can have a hugely negative impact on an organization but much can be done in readiness to ensure that the business continues effectively and, more importantly, those left behind continue to function in an environment where they know that the organization has done the right thing, and dealt with the helplessness that such an event brings in a sensitive and caring manner.

Alan and Mhorvan will share with you their experiences of multi-fatality incident consequences, and how you can prepare your organization for the nightmare scenario.

REGISTER for the 2015 Global TapRooT® Summit.

Learn How Character Drives Success from Dr. Beverly Chiodo at the 2015 Summit

January 5th, 2015 by
Dr. Chiodo

Dr. Beverly Chiodo

Dr. Beverly Chiodo is the opening keynote speaker for the second day of the 2015 Global TapRooT® Summit. The Summit begins on Wednesday, June 3, 2015 right after our 2-day Pre-Summit courses (June 1 and 2, 2015).

Known as the “Dr. of Encouragement,” Dr. Beverly Chiodo has received state and national recognition for her teaching including National Business Teacher for 1997 by the National Business Education Association. She has also been “Hero of the Day” on CBS national TV program, This Morning.

Dr. Jerome Supple, President of Southwest Texas State University said, “She has won every teaching award this university has to offer.”

We are excited to invite this award-winning, inspiring speaker back to the Summit to teach us about the importance of character.

REGISTER NOW for the 2015 Global TapRooT® Summit, June 1 – 5, 2015 in Las Vegas, Nevada.

Learn How to Be Unstoppable with Walter Bond, former NBA Player, at the 2015 Summit

December 29th, 2014 by

Walter Bond is the closing keynote speaker on opening day of the 2015 Global TapRooT® Summit. The Summit begins on Wednesday, June 3, 2015 right after our 2-day Pre-Summit courses (June 1 and 2, 2015).


Walter Bond

Only 41% of the US workforce say “people take full responsibility for their actions” in their organization. That means that less than half of American workers are accountable for their work performance and production. If the key to production is accountability, Walter Bond, Mr. Accountability, is a no-brainer. Walter knows how teams and individuals should adapt, motivate themselves and hold themselves accountable for delivering great results when the game is changing. We believe that accountability from the top down is the key business game-changer that nobody is talking about or truly understands. In a competitive world, we are helping our clients thrive in business by teaching the power of accountability. Clearly, research reveals that organizations with poor accountability have high turnover, poor performance, subpar products and services, and low employee engagement. The bottom line is that the elephant in the room is . . . ACCOUNTABILITY.

Your organization is a reflection of your people, “No One Can Stop You But You,” is a powerful presentation that will connect with each individual and packed with powerful insights on how to build healthy confidence, become a peak performer, dominating your current role, eliminating all excuses and point the finger where it should be, at yourself.

REGISTER NOW for the 2015 Global TapRooT® Summit, June 1 – 5, 2015 in Las Vegas, Nevada.

Dan Quiggle to Present “Excellence in Leadership” at the 2015 Summit

December 22nd, 2014 by

Dan Quiggle is the opening keynote speaker for the 2015 Global TapRooT® Summit. The Summit begins on Wednesday, June 3, 2015 right after our 2-day Pre-Summit courses (June 1 and 2, 2015).


Dan Quiggle

Dan Quiggle founded The Quiggle Group to promote and expand excellence in leadership. Beginning his professional career in the Office of Ronald Reagan, Dan learned leadership personally from the master himself – Ronald Reagan. Politics aside, President Reagan was one of the most gifted leaders our nation has seen in a generation and Dan was right there to see up close how President Reagan used and applied his natural skills to not only impact the lives of those around him, but lead the Free World! Dan has spent his career emulating and refining the skills he observed directly from President Reagan and is passionate about sharing his experiences with a new generation of leaders.

Having successfully started five companies in fields as varied as retail distribution and medical technology, Dan has the hands-on experience to authentically communicate with today’s top business leaders. As a graduate of UCLA, Dan currently serves as President and CEO of America’s Choice Title Company, recognized by Inc. Magazine as the 2nd fastest growing title agency in America. He is a company founder and serves on the Board of Directors. Dan’s professional accomplishments give him the experience and credibility needed to successfully support the leadership growth of any professional.

Root Cause Analysis Tips: 2014 Global TapRooT® Summit Best Practices (KBR)

October 8th, 2014 by

John Hodges from KBR (Kellogg, Brown & Root) shared his TapRooT® Best Practice with us at the 2014 Global TapRooT® Summit during our Users Share Best Practices session. Watch his video below to hear more about how his team at KBR implements TapRooT® into their product line and various other areas of the company.

If you don’t have time to watch the video, here is his Best Practice tip:

“One of the things that we feel like is a best practice is that we have several product lines that not only investigate injuries or serious incidents, we also drop it down to a level of Near-Miss incidents and investigate those as well because those are the things that are going to lead to a serious incident in the future. The other thing we do is that any of our people that go through TapRooT® training, have to attend a refresher every two years. The third thing that we do, that I feel like is significant, is offer all the people that we train on their first several TapRooT® analyses to send them in to us and we give them some coaching on what they need to do.”

Want to know more about the upcoming 2015 Global TapRooT® Summit in Las Vegas in June?

Click here!

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