March 13, 2008 | Mark Paradies

Certified TapRooT® Instructor Best Practice Track at the TapRooT® Summit

Attending the TapRooT® Summit and a pre-Summit Course at least once every two years is part of the continuing education requirements to maintain Certification as a Certified TapRooT® Instructor. Attending EVERY year is an even better idea (going beyond the minimum requirement.)

Each year, Linda Unger (VP at SI and the Certified TapRooT® Instructor Best Practices Track Chair) and I plan the sessions that will help Certified TapRooT® Instructors return from the Summit to be even better instructors, better investigators, and better at leading their company’s performance improvement program.

The 2008 Summit has a blockbuster track for returning (or new) Certified TapRooT® Instructors. This posting will give you a quick overview of sessions and the speakers.

Here is an overview of the 9 Best Practice Tracks:

Best Practice Session 1: What’s New in Investigations & Corrective Actions

Brian Locker – Latest Methods to Define Causal Factors
Kay Gallogly – IEEE Root Cause Analysis Standard
Bryce Donaldson – Advanced Multimedia Techniques for Sharing Lessons Learned

This session has three short presentations.

In the first, Brian Locker, a TapRooT® Instructor, will show the new methods for defining Causal Factors from the new TapRooT® Book. This is a significant improvement over past Causal Factor definition teaching, so all Certified Instructors will want to see these new methods.

Second, Kay Gallogly (a TapRooT® User, nuclear industry consultant and member of the IEEE Committee that is writing the standard) will discuss the progress that the committee has made in agreeing to ways to standardize and improve root cause analysis in the nuclear industry.

Third, Bryce Donaldson, a TapRooT® Instructor, will demonstrate how some advanced multimedia techniques can be used to share lessons learned and be used to provide records of employee reviews.

Best Practice Session 2: FACTS – Computerized Analysis of Fatigue as a Cause of an Accident

Bill Sirois

Bill Sirois, VP and COO of Circadian Technologies, will demonstrate the use of FACTS. FACTS is a fatigue evaluation tool for accident investigations that was started as a result of collaboration between System Improvements and Circadian Technologies three years ago. The testing phase of the development is nearing it’s end and Bill will show how the tool can be used in the near-future by investigators in the field when they need to evaluate if fatigue played a roll in an accident.

Best Practice Session 3: Root Cause Analysis of Major Accidents

Ken Turnbull – Lexington Airport Runway Mixup
Mark Wittrup – Cameco Cigar Lake Mine Flood
Mario Chacon – Cal OSHA Fatality Investigations

Certified TapRooT® Instructors will be interested in investigations and the analysis of root causes. Two of the investigations in this session will demonstrate the use of TapRooT®. The first presentation, by Ken Turnbull – a TapRooT® Instructor, will demonstrate how to use TapRooT® with data from someone else’s investigation. The second, by Mark Wittrup, a TapRooT® User at Cameco, will show the results of an investigation by TapRooT® Users of a major investigation – a mine flooding accident.

Best Practice Session 4: TapRooT® User Best Practices

Facilitated by Linda Unger and Michele Lindsay

Michele and Linda will facilitate a user best practice session where TapRooT® Users will network and share their best practices for applying TapRooT® to a wide variety of improvement initiatives.

Best Practice Session 5: Certified TapRooT® Instructor Best Practices

Linda Unger, Benna Dortch, Michelle Young


The new TapRooT® Book, new Corrective Action Helper® Book, and the new TapRooT® 2-Day Course revisions will be the highlight of this session. TapRooT® Instructors from Licensed TapRooT® sites will receive a CD with the revised 2-Day Course PowerPoint when they attend this session.

Best Practices Session 6: TapRooT® User Success Stories from Healthcare and Industry

Facilitators: Linda Unger and Barbara Phillips

Here the stories of three TapRooT® Users. They will present the challenges they faced and how TapRooT® helped them achieve success.

Best Practice Session 7: From TapRooT® V5 Software User to SUPER User

Susan Nelms and Dan Verlinde

Susan, a TapRooT® User from Mirant, and Dan, Manager of the TapRooT® version 5 Software, will help you go beyond just using the TapRooT® Software and understand how you can get much more from your company’s software investment.

Best Practice Session 8: Root Cause Analysis of the Accident at Three Mile Island

Ed Frederick

Participants will draw a SnapCharT® of the accident at Three Mile Island using information they “know” and information obtained by asking questions of Ed Frederick, one of the operators on-duty during the accident.

Best Practice Session 9: Planning Your Improvements

Take everything you have learned and develop an improvement paln for when you return to work. TapRooT® Instructors will facilitate these sessions and can evaluate the plans you develop.

 Images Ralphhayles-1   Images Stone,-Nikki-4   Images Carolyn Griffiths-1  Edward Frederick-3 Marciawieder-2 
Ralph Hayles/Nikki Stone/Carolyn Griffiths/Ed Frederick/Marcia Wieder

Of course, Certified TapRooT® Instructors will be interested in the five Keynote Speakers at this year’s Summit. For details about their backgrounds see:

One more thing that certified TapRooT® Instructors need to do to maintain their certification is to attend one of the pre-Summit courses. This year there are 11 to choose from. They are:

  1. 2-Day TapRooT® Incident Investigation and Root Cause Analysis Course
  2. Advanced Trending Techniques
  3. 2-Day Equifactor® Equipment Troubleshooting & Root Cause Analysis Course
  4. Risk Management Best Practices
  5. Stopping Human Error
  6. Interviewing and Evidence Collection
  7. Innovation & Creative Solutions
  8. Getting the Most from Your TapRooT® Software
  9. Hazard Recognition Best Practices
  10. Engineering Equipment Reliability Techniques
  11. TapRooT® and FMEA for Healthcare Root Cause Analysis

For more information about these courses, see:

Don’t forget to make your hotel reservations early. The Summit is being held at the Westin Causuarina Hotel at 160 East Flamingo Road (just off the strip in Las Vegas). Visit the Travel & Accommodations page at the Summit web site for more info.

 Images Westin-1  Picture 42-1

Show Comments

Leave a Reply

Your email address will not be published. Required fields are marked *