Incident Investigator / Root Cause Analysis Leadership Training (Course 4)

Recommended prerequisites: Participants should have practical, technical experience in design, operation, or maintenance of complex systems. Individuals with good logic skills do best in this course. Course 10 is especially helpful, but not required.

This course teaches how to lead investigations and root cause analyses using various techniques such as Causal Factor Charting, Fault Tree Analysis and Root Cause Charts. This is a “How To" course designed to teach skills. An optional part of the course can include 1 to 2 hours of software instruction.

Typical Course Candidates

Engineers – process, process safety, and mechanical
Operations and Maintenance Staff – senior operators, maintenance technicians, supervisors
Process reliability staff
Process quality control/assurance staff

You Will Learn:

How to meet regulatory requirements for incident investigations
How to develop and implement a structured program
- Designed for learning from incidents
- Why and how to define misses
- How to train others to recognize and report incidents
- Includes planning for trending of data
How to initiate and conduct an investigation
- Establishing an effective team quickly
- Methods for collecting different types of data, including effective interviewing
skills
How and when to apply causal factor and root cause analysis for investigating process and non-process incidents
- Includes event and condition charting (causal factor charting)
- Filling data gaps using fault tree logic
- “5-Whys” technique for finding root causes
- PII’s Root Cause Chart™ for categorizing root causes
How to develop appropriate recommendations to address root causes at various levels to avoid future incidents
How to structure reports
Via actual industry examples and workshops, learn key points and practice your new skills

Take Home:

Comprehensive course notebook containing
- Root Cause Chart™
- Industry examples and solutions
- A 65-page Root Cause Analysis Guide that includes details on the use of the
Root Cause Chart™
Electronic (PDF) copy of course notebook, including the Toolkit and Root Cause Chart™
Free Excel worksheet for documenting causal factor charts and fault trees
Certificate of Completion
2.0 CEUs & 2.0 COCs

Course Outline

Day 1 (8:00 a.m. to 5:00 p.m.)

Basics of incidents and investigations
Workshop: Identifying near misses (near hits)
Initiating the investigation
Gathering data
- Basics
- Gathering data from people
- Gathering data from documentation, parts, and chemicals
Workshop: Identifying key data needs
Analyzing data for ALL causal factors
Workshop: Causal factor charting

Day 2 (8:00 a.m. to 5:00 p.m.)

Bridging gaps in data
Workshop: Using fault tree analysis to find all possible scenarios and determine the most likely one
Determining ALL root causes of each causal factor
Workshop: Identifying root causes using the “Root Cause Chart” technique
Developing conclusions and recommendations
Workshop: Conclusions and recommendations based on facts
Overview of results trending
Preparing for the Case Study

Day 3 (8:00 a.m. to 3:30 p.m.)

Case Study: Using all rules and methods taught in class to investigate actual incident in real-time setting. Small teams will:
- Determine data needs
- Gather data (interview role-players, get data from computer control
systems, etc.)
- Use causal factor charting and fault trees to analyze data and determine ALL
causal factors
- Use PII’s Root Cause Chart ™ to determine the multiple root causes of each
causal factor
- Draft effective recommendations and make presentation to class
Course examination (optional)

More Information

Instructor(s):

Bill Bridges is the primary instructor for this course. He has trained over 3000 investigators during the past 17 years of teaching this topic. And he has led over 100 major investigations of chemical and industrial accidents. He co-authored the definitive textbook on this topic by AIChE, Guidelines for Investigation of Incidents in the Chemical Industry, 2nd edition, 2003. To find our more about this course or to check into having this course taught at your site; contact Mr. Bridges at 1.865.675.3458 or by e-mail at wbridges@p-i-i-i.com.

Revonda Tew is a co-instructor for this course. She has many years of PSM implementation experience, led many investigations and participated in many others, and she has considerable training experience. Feel free to contact Mrs. Tew at rtew@p-i-i-i.com.

Jeff Woody is a co-instructor for this course. He has many years of PSM and safety implementation experience, led many investigations and participated in many others, and he has considerable training experience.

Schedule:

>> See the Calendar of Publicly Offered Training.

This course can also be taught (either as-is or customized) at your site. Please contact PII for details about having our training provided at your site.

Pricing for Public Offerings (per student):

$1045.00 USD, in USA

$1595.00 USD (£865 UK), in Manchester, UK

$1995.00 USD, in Dubai, UAE

Registration Information:

>> Click here to register for this course.