January 3, 2007 |

What is the BEST Pre-Summit Course to Attend? Learn how each can help you improve then VOTE HERE!


There are eight great pre-Summit courses to pick from on April 23-24, 2007, in San Antonio, Texas. They are:

  • Getting the Most from Your TapRooT® Software
  • TapRooT®/Equifactor® Equipment Failure Root Cause Analysis
  • TapRooT® Incident Investigation & Root Cause Analysis
  • Advanced Trending Techniques
  • Stopping Human Error
  • Risk Analysis & Risk Management
  • How to Interview & Gather Evidence
  • Innovation & Creative Solutions

What one should you attend? That depends on which one will provide you and your company with the most value (ROI). To help you decide, I’ve provided a short course description for each course and some ideas how each course could help you improve performance at your site.

Just click on the “continue” link below to learn more…

Getting the Most From Your TapRooT® Software

Attend a 2-day workshop with Ed Skompski, VP at SI and the Project Manager for the TapRooT® Software. The goal? To learn best practices and secrets to get the most from your TapRooT® Software. Whether you are the TapRooT® lead for your organization, the software administrator for your company, or a power user, this course will help you understand all the capabilities built into this amazing software. So don’t get just 10-20% from your software investment. Learn the full power of your TapRooT® Software!

Five ways this course help you improve the use of your TapRooT® Software:

1. Learn to develop custom reports to better use your root cause analysis data.

2. Learn how to set up your database to allow users/administrators to assign facilities, security levels, automatic incident numbering systems, incident types, and equipment codes to make your database more useable.

3. Learn to add custom Equifactor® and Change Analysis tables to help customize TapRooT® for your site.

4. Learn installation, backup, and recovery techniques to keep the software running smoothly.

5. Learn the features of the corrective action tracking portion of the database and how you can link the TapRooT® data to other databases to seamlessly communicate between databases and save users time (no double data entry).

TapRooT®/Equifactor® Equipment Failure Root Cause Analysis Course

We’ve combined Heinz Bloch’s acclaimed troubleshooting techniques with the advanced TapRooT® root cause analysis to create a world-class system for equipment failure analysis. Receive Heinz Bloch’s book Machinery Failure Analysis and Troubleshooting, the TapRooT® Book, the Root Cause Tree® Dictionary, a laminated Root Cause Tree®, and a 45 day free trial of the patented TapRooT® Software that includes the Equifactor® Troubleshooting Module.

Five ways this course help you improve equipment troubleshooting and root cause failure analysis:

1. Learn to save time and effort when troubleshooting equipment problems by using Heinz Bloch’s acclaimed troubleshooting tables.

2. Learn to apply equipment troubleshooting methods BEFORE equipment disassembly starts to ensure that all the data needed to assess the cause of a failure is collected (and is not destroyed).

3. Learn to effectively find the real, correctable root causes of equipment problems – including those caused by human error – and to develop effective corrective actions to stop repeat equipment failures.

4. Learn to proactively evaluate the potential causes of equipment failures so that you can tell people how to avoid failures BEFORE they happen and improve your equipment reliability program.

5. Learn to develop SMARTER corrective actions for equipment failures to improve the effectiveness of your corrective actions and prevent future equipment failures.

TapRooT® Incident Investigation and Root Cause Analysis Course

Learn the TapRooT® System for root cause analysis of accidents, incidents, near-misses, observations/audits, and quality issues. Learn to proactively spot problems and fix them. Learn how to develop SMARTER corrective actions. Receive the TapRooT® Book, the Root Cause Tree® Dictionary, a laminated Root Cause Tree®, and a 45 day free trial of the patented TapRooT® Software.

Five ways this course help you improve accident/incident investigations, root cause analysis, and corrective actions:

1. Learn organize your incident data using SnapCharT® to help you have a clear picture of what happened.

2. Learn advanced root cause analysis – the TapRooT® Root Cause Tree® – to analyze the real root causes or accidents, incidents, and near-misses and to be able to defend your analysis when questioned by management, regulators, or lawyers.

3. Learn proactively evaluate work to spot problems and fix them before accidents happen including the use of Safeguards Analysis to proactively evaluate work and spot problems and to evaluate corrective actions to improve their effectiveness.

4. Learn to evaluate and improve corrective actions by using the SMARTER Matrix and the patented TapRooT® Software’s Corrective Action Helper® Module.

5. Learn to present the results of your root cause analysis to management, workers, and regulators and to convince management of the necessity of corrective actions to get them approved and implemented so that performance improvement really happens.

Advanced Trending Techniques

How do you trend? Learn to understand trends and use special techniques to trend infrequently occurring accidents, incidents, and human errors. This course was developed to prevent inappropriate use of trending that cause bad corporate and regulatory decisions. Learn simple, yet powerful techniques to spot real trends amid everyday variation. Learn to focus attention on the problems that will get the greatest return on investment. Attendees receive a course workbook, the book Building Continual Improvement and an Excel macro to draw advanced trend charts.

Five ways this course help you spot real problems and improve performance:

1. Learn to evaluate the difference between normal process variation and a real trend so that you can respond effectively to REAL trends and stop wasting effort chasing your tail by trying to fix trends that really don’t exist.

2. Learn to find the “few” causes that are causing most of your problems by applying the Pareto Principle AND learn to spot the times when the Pareto Principle DOES NOT apply to your organization.

3. Learn to use special techniques to spot trends in infrequently occurring data (accident data, quality problem data, equipment failure data, …) so that you stop reacting to false trends.

4. Learn proactive trending techniques so that you guide your organization to avoid accidents rather than waiting for reactive accidents trends to act.

5. Learn to develop a effective trending program that management can use to better manage your company based on actual proven trends rather than just depending on management’s “gut feel.”

Stopping Human Error

If you tell people to be careful does it stop human error? No! So try this … Learn why people make mistakes and use knowledge to stop human error! Dr. Joel Haight, ’05 ASSE Outstanding Safety Educator, teaches advanced techniques to analyze and stop human errors. This is more than an academic course. In addition to Dr. Haight’s academic credentials, he brings 19 years of experience in the oil and petrochemical industry, including overseas operations, to this course. Learn the latest in human factors research coupled with a practical, industrial approach. And get the book Human Error Reduction and Safety Management.

Five ways this course help you improve performance:

1. Learn to proactively evaluate jobs for the likelihood of human error and spot “error-likely” tasks that need to be changed to improve human performance.

2. Learn how the design of equipment can lead people to make errors. Then improve your design processes to reduce the likelihood of human error.

3. Learn more about human performance that you can use during an accident investigation to spot the causes of human errors. Then apply your knowledge to develop more effective corrective actions.

4. Learn the basics of evaluating the probability of human error. Then use these techniques to design more effective corrective actions based on the probability of errors.

5. Learn human performance analysis tools that will provide systematic ways to analyze human performance that help you more effectively find the causes of human performance problems and develop effective corrective actions.

Risk Analysis and Risk Management Best Practices

Risk management expert Jim Whiting (leader of the committee that wrote AS/NZS 4360:1999, the world’s de facto risk management standard) teaches how to analyze/manage risk using best practices from around the world. Learn to:

o Evaluate/manage business risk.

o Combine risk analysis/management & root cause analysis.

o Use risk-ranking software.

o Develop a risk management policy.

Receive a CD that includes a training presentation, the R3 software risk score calculator, and a template Risk Management Policy Manual.

Five ways this course help you improve performance:

1. Learn from Jim’s worldwide risk management experience to apply best practices to your risk management efforts.

2. Develop a written risk management policy manual using the template provided with the course.

3. Learn to use techniques to evaluate risk and make better risk informed decisions.

4. Learn to use a computerized risk ranking software (provided in the course) to compare risks and evaluate risk mitigation strategies.

5. Learn to explain risk management to others to help your company scientifically manage their risk.

How to Interview & Gather Evidence

Investigating incidents requires verified, validated, factual information. Without it, finding root causes and developing effective fixes is impossible. Learn to objectively collect and document evidence systematically (including a 15-step cognitive interviewing process). Dana Barclay, TapRooT® Instructor with 23 years investigative experience, teaches how to professionally, yet rapidly, gather and document evidence to solve problems. Attendees get a course workbook and an Incident Investigation Sequence/Flow book with a laminated flowchart and checklist.

Five ways this course help you improve performance:

1. Learn to use a 14 step cognitive interviewing process to improve your interviews and thereby improve your investigations.

2. Learn techniques to improve the collection of information to improve your incident investigations..

3. Learn to use digital cameras (bring yours) as part of the investigation documentation process.

4. Learn how information should be gathered to preserve evidence for later analysis.

5. Practice your investigation and evidence collection skills in exercises designed to improve your investigations.

Innovation and Creative Solutions

Attendees rave about how original, interactive and practical this course is to stimulate breakthrough thinking that leads to creative solutions. Michele Lindsay shows proven techniques to stimulate your creativity. Individuals or teams can use these techniques to get beyond current solutions and “think differently”. Attendees receive the book Six Thinking Hats.

Five ways this course help you improve performance:

1. Learn to reduce time when making team decisions by using the Six Thinking Hats.

2. Learn to be more innovative in solving difficult problems that have resisted past improvement attempts.

3. Learn to help people challenge their fixed way of seeing problems to develop more creative solutions.

4. Learn to help teams become more collaborative so that 2 + 2 = more than 4 for your problem solving teams.

5. Learn to help teams trigger “creativity” when they need it.


NOTE – Attend the SUMMIT and a pre-Summit Course and get a $200 discount off the normal course tuition of $995.

NOTE 2 – Sign up 3 or more people at once for any of these courses and get a $100/person discount.

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