March 24, 2010 | Dave Janney

Root Cause Analysis Tips – Getting on the “Same Page.”

Happy Wednesday and welcome to this week’s root cause analysis tips.

This week I would like to talk about making sure everyone in your organization is on the same page. Who does investigations and audits? Who leads investigations and audits? And who reviews investigations and audits and approves funding for corrective actions? And, who is involved with implementing corrective actions? Do all of these people understand the process? In other words, is everyone on the same page?

One of the questions I am frequently asked is “who needs what kind of training?” I wanted to answer that question by discussing some of the different courses we offer; I think that will help.

For those involved with investigations or leadership who needs to understand the process, our 2-Day Incident Investigation and Root Cause Analysis course will provide the foundation to be able to participate and to do a thorough root cause analysis. We cover the TapRooT® seven-step process and all the major TapRooT® techniques in this course. This course is offered publicly on our website and is also available onsite if you have 10 or more people to be trained.

For those leading investigations, our 5-Day TapRooT® Advanced Root Cause Analysis Team Leader training is the best course. This course is designed to fully prepare you to find problems in your organization and solve them. In this course we cover all of the major techniques and all of the optional techniques. We also cover the basic cause categories and spend one morning on proactive use of TapRooT®. We have several great exercises focusing on interviewing, defining causal factors, and root cause analysis, and we spend a lot more time in the software than we do in the 2-day. This course is also available on our website or onsite.

If you need management training to get everyone on the same page so they understand the reports they review and buy-in to your corrective actions but cannot afford the time to send leadership to a 2 day course, you might consider a special one day management session, which will allow everyone to get an understanding of the process without spending 2 days. This course can be done for you onsite, so please let us know if you would like to schedule a course.

Let’s not forget about the maintenance folks. We have a special 1-day Equifactor® equipment troubleshooting course that we schedule in conjunction with our 2-day courses. If you have not been to a course before, come for the entire 3 days, and if you have been to one of the 2- or 5-day courses, just come to the third day. View our schedule to see availability of Equifactor® courses. This course will allow your troubleshooters to have a defined process to follow; after all, do you want your troubleshooters “shooting from the hip?” I did not think so.

I would be remiss if I did not mention that we will be having several special 2-day courses on a variety of topics on the 2 days prior to this year’s TapRooT® Summit in San Antonio. We also offer all of these courses onsite.

So make a plan to get everyone on the same page. Get employees and management trained this year and join us for the Summit. It’s time to take action!

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