May 19, 2016 | Mark Paradies

Which Pre-Summit Course Should You Choose???

Each year Mark Paradies, President of System Improvements, picks courses to hold prior to the TapRooT® Summit. He chooses the courses to help TapRooT® Users learn even more about root cause analysis and performance improvement… lessons that go beyond the standard 2-Day and 5-Day TapRooT® Courses.


What are the courses scheduled for August 1-2?


I’ll provide some background on each course so that you can choose the course that will provide the knowledge you need to help your facility reach the next level in improving safety, quality, patient safety, root cause analysis, trending, or equipment reliability.

TapRooT®/Equifactor® Equipment Troubleshooting and Root Cause Analysis

Are you responsible for equipment troubleshooting and root cause analysis?

Do you need to improve your plant’s equipment reliability?

This course has been completely redeveloped and focused on solving equipment problems. Ken Reed, Vice President at System Improvements and lead for Equifactor® will be one of the instructors.

The course is equipment focused, but you don’t have to be an engineer to attend. Anyone who looks into the causes of equipment failures as part of:

  • equipment troubleshooting
  • safety investigations
  • environmental releases
  • quality issues

can benefit from this systematic approach to discovering why equipment failures occur.

The course teaches techniques for equipment troubleshooting developed by equipment expert Heinz Bloch. It combines those techniques with the world-renowned TapRooT® Root Cause Analysis System to make a best-of-class system for finding the causes of equipment troubles.

The text for this course is the new book: Using Equifactor® Troubleshooting Tools and TapRooT® Root Cause Analysis to Improve Equipment Reliability

2-Day TapRooT® Root Cause Analysis Training (The revised course)

The 2-day TapRooT® Course has been around for over 20 years. This year we decided to go back to the basics and focus the course on performing investigations of low-to-medium risk incidents. We developed a new 50 page book (Using the Essential TapRooT® Techniques to Investigate Low-to-Medium Risk Incidents) that goes with the course.

The course teaches the essential TapRooT® Techniques in an easy to use new simplified 5-Step Investigation Process. You will learn to:

  • Use the SnapCharT® Diagram to collect and organize information and understand what happened.
  • Identify Causal Factors using the new, simplified three question method
  • Use Safeguard Analysis to help quickly identify Causal Factors.
  • Find root causes using the latest TapRooT® Root Cause Tree® and Dictionary.
  • Develop effective but simple fixes to improve performance.
  • Identify Generic Causes if you want to go beyond the simple process.

You will practice each of these skills to become proficient. In this new course you get more practice than you did in the old course. And each team will take one of their own incidents through the process to find root causes and develop effective fixes.

If you want to learn to use a state-of-the-art root cause analysis process to perform quick investigations of low-to-moderate risk incidents, THIS COURSE IS FOR YOU.

If you are a Certified TapRooT® Instructor, you may want to attend this course to see all the new things you will be teaching (including new animated examples).

Understanding and Stopping Human Error

Dr. Joel Haight, a TapRooT® User since 1991 and a Professor at the University of Pittsburgh, will teach you to analyze and understand human error. This course teaches many of the techniques covered in a university human factors course in a modified short course format.

Topics covered in the course include:

  • Basic understanding of visual, auditory, tactile and vestibular senses.
  • Understanding reaction time and decision making.
  • Understanding physical human performance (ergonomics).
  • Factors that influence human error (stress, fatigue, equipment design,/automation, training, and social factors)
  • Nuclear industry human performance tools (attention to detail, questioning attitude, and error traps/precursors, peer checking, 3-way communication, procedure use, peacekeeping, pre-job brief/SAFER, post-job brief, observation/coaching, STAR, and time out)
  • Practical questions for incident investigators
  • Quantitative/Qualitative methods (THERPS, MAPPS, OAT, and FTA)

If you are interested in an overview of techniques focused on human error to augment your standard incident investigations, this course is for you.

To continue to the other course descriptions click on the link MORE below.

Getting the Most from Your TapRooT® VI Software

The TapRooT® Version VI Software is amazing. And this course is your chance to learn about it in detail. Learn about:

  • The new tab layout
  • How to add custom tabs and custom fields
  • Using the optional tools straight from the SnapCharT® and how to add things from the optional techniques back to your SnapCharT® without cutting and pasting
  • Developing custom reports
  • Putting your SnapCharT® in your report
  • Presenting without using PowerPoint
  • Trending

And that’s just a start.

If you are a TapRooT® Software Administrator or you just want to be a TapRoot® VI Software power user, sign up for this course and learn all about the new software.

Risk Assessment and Management Best Practices

Once again, Jim Whiting, risk management expert from Australia, will be teaching his vast knowledge of applying risk management for use in an industrial setting. The course will help you:

  • Get consistency, accuracy, and reliability in your application of risk assessment.
  • The best tools to apply to assess risks
  • How to overcome subjective beliefs, biases, and false risk perceptions when performing a risk assessment
  • Use a WORD template to guide a risk assessment process

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 Jim over the last 30+ years of risk management consulting and training.

The presenter is Jim Whiting, international risk management expert and long-time TapRooT® Instructor. Jim was a member of the committee that wrote the international risk management standard ISO 31000, and now the USA Standard ANSI Z690.2 and CAN/CSA/ISO 31000 has enhanced the course for 2016. 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, then attend this course.

Analyzing and Fixing Safety Culture Issues

The Tinks (Brian and Brian) will help you understand and strengthen safety culture at your facility.

For some, safety culture is a mysterious subject that can’t be measured and can hardly be understood. But this course:

  • provides tools to assess safety culture
  • clearly shows the relationship between safety culture and incidents
  • proves that it makes good business sense to improve safety culture
  • demonstrates the importance of strong safety leadership
  • puts the safety culture puzzle pieces together to help your company excel in safety leadership

If you are interested in safety culture and safety leadership, this course is for you.

Advanced Causal Factor Development Course

Probably the TapRooT® Skill that needs the most practice is defining causal factors. Ken Turnbull, an experienced TapRooT® Instructor and User, will use current examples to help attendees learn and practice the skills they need to accurately identify the causes of accidents, incidents, quality issues, and equipment failures.

If you are a TapRooT® User who would like to improve their skills in identifying Causal Factors, attend this course.

TapRooT® Advanced Trending Techniques

  • Would you like to better understand what your incident statistics are telling you?
  • Can you say with mathematical certainty that performance is improving or getting worse?
  • Have you ever heard someone say that a single incident is a trend and wished you could prove them wrong?
  • Do you think that people at your company are misusing statistics?
  • Do you think trending of infrequently occurring errors is impossible?
  • Can you prove that you have made a significant positive improvement?

If you would like to answer these questions and use simple math to detect and analyze trends, then this course taught by Kevin McManus and Mark Paradies is for you.

TapRooT® Quality Process Improvement Facilitator Course

Chris Vallee, a Six Sigma Black Belt and human factors expert, will teach quality professionals to use TapRooT® Root cause Analysis System with a suite of quality tools to improve quality performance.

What will you learn? Try this:

  1. Create a Problem Solver Charter using a Burning Platform and High-Level Value Stream
  2. Create Advanced SnapCharT®’s using Value Streams, Swim Lanes, Input-Process Output Queues and the 7 Basic quality Tools minus 1.
  3. Define Causal Factors in terms of defect control loss and mistake-proofing hierarchy of control.
  4. Use Design of Experiment Methods to test what Causal Factors you can control and cannot control with the existing processes.
  5. Review the Root Cause Tree® with a quality perspective of System Failures and front-line defect observations.
  6. Improve your ability as a facilitator to identify systemic operations and quality process gaps.
  7. Improve your strength and assessment of corrective actions using the Pugh Matrix and mistake-proofing hierarchy of control.
  8. Utilize quality and risk improvement tools to proactively target high potential for defect operations.
  9. Quality facilitators will also get to apply their newly learned skills to analyze a real problem that their group brought to the course.

So if you are looking to improve quality performance, this course is for you.

Effective Interviewing and Evidence Collection Techniques

Barb Phillips and Alan Smith will share basic and advanced techniques to conduct incident investigation interviews and collect incident evidence,

This new course will teach the secrets of evidence collection from a senior detective of the Grampian Police in Scotland and the advanced TapRooT® Tools for interviewing.

  • Learn the TapRooT® 12-Step Interviewing Process.
  • Learn to analyze body language and “hear” more than just what is said by the interviewee.
  • Learn effective techniques to collect, organize, and record evidence for a completely documented investigation.

If you want to improve you evidence collection and interviewing skills, this course is for you.

TapRooT® for Audits

Dave Janney, a Certified Quality Professional by the ASQ, will teach you to apply TapRooT® Root Cause Analysis to improve your audits. These tools help safety, quality, or other types of audits used to detect issues and stop problems BEFOE they become expensive major problems.

Here is the course outline:


  • TapRooT® Process Introduction and Initial Audit
  • SnapCharT® and Exercise
  • Causal Factors, Significant Issues and Exercise
  • Root Cause Tree® and Exercise
  • Generic Causes
  • Corrective Actions and Exercise


  • The Root Cause Tree® and Preparing for Audits with Root Cause Exercise
  • Audit Programs, Trend and Process Root Cause AnalysisTapRooT® Software Introduction
  • Frequently Asked Questions about TapRooT®
  • Final Audit Observation Exercise

If you want to prevent incidents by using an effective audit program with advanced root cause analysis, this course is for you.

So what should you do??? Register for the course of your choice and the 2016 Global TapRooT® Summit TODAY!

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