Incident Analysis
Operational Excellence Management Systems Worldwide
Incident Analysis Workshops
Cause Analysis Process Overview for Senior Leaders and Managers
Objective:
Our Cause Analysis Process Overview course equips Senior Leaders and Managers to understand and fulfill their key role in ensuring effective analyses are completed and optimal corrective action plans are implemented following incidents.
Duration and Delivery Format:
4 Hours – Remote or Classroom
Content:
Topics Include:
• How and Why incidents occur, including the dominant role organizational issues play in driving the human behaviors and equipment failures that produce incidents
• Roles and responsibilities associated with cause analysis processes (Senior Leaders, Line Management, Issue Manager, Team Leader, Team Member)
• An overview of cause analysis processes and tools
• Approaches for determining an incident’s broader ramifications (Extent of Condition & Extent of Cause)
• Methods and tools for identifying corrective action plans capable of permanently reducing the risk of incident recurrence to acceptable levels (cost-effective surgical strikes, as opposed to inefficient shotgun approaches that attempt to address everything)
• Critical-to-Quality elements that Senior Leaders and Managers should look for when assessing the quality of cause analysis reports
Validating the effectiveness of corrective action plans, once implemented
Root Cause Analysis Workshop
Objective:
Our Root Cause Analysis (RCA) Workshop improves the capabilities of individuals to determine the causes of incidents and identify optimal solutions that either prevent recurrence or reduce the risk to acceptable levels.
Duration and Delivery Format:
2 Days – Classroom
Content:
Attendees are taught Human and Organizational Performance (HOP) fundamentals, incident analysis techniques, and corrective action plan development approaches.
Topics include:
• HOP fundamentals and their application to incident analysis
• Proven processes for performing efficient and effective incident analysis
• Interviewing skills
• Four analytical techniques and their proper application
• How to identify an incident’s causal and contributing factors
• Methods for determining an incident’s broader ramifications (Extent of Condition / Extent of Cause)
• How to identify and evaluate prior occurrences for relevance to the current incident
• A structured approach for developing lean and effective corrective action plans
• Principles for writing effective incident analysis reports
Activities:
Attendees will complete an RCA on an interesting case study and perform the following hands-on experiential learning activities:
• Determining Human Error Types
• Barrier Analysis
• Event and Causal Factors Charting
• Fault Tree Analysis
• Why Analysis
• Extent of Condition Determination
• Extent of Cause Determination
• Corrective Action Plan Development
Basic Cause Analysis
Objective:
Our Basic Cause Analysis Workshop improves the capabilities of individuals to perform effective cause analysis for minor incidents and identify corrective actions capable of reducing the risk of recurrence.
Duration and Delivery Format:
3 - 4 Hours (self-paced) - Online Module with Interactive Quizzes
Content:
Attendees will learn:
• Definitions for terms relevant to cause analysis
• How and Why incidents occur
• Phases of the Cause Analysis Process
• How to determine the cause(s) of an incident
• How to assess the incident’s broader ramifications (Extent of Condition)
• How to identify a corrective action plan that effectively resolves the incident
Advanced Root Cause Analysis
Objective:
The Advanced Root Cause Analysis (RCA) Workshop is tailored for RCA Team Leaders, experienced analysts, and individuals responsible for their company’s incident analysis program. Our workshop improves the capabilities of individuals to effectively lead incident analysis teams, determine the causes of incidents, and identify optimal solutions that either prevent recurrence or reduce the risk to acceptable levels.
Duration and Delivery Format:
4 Days – Classroom
Content:
Attendees are taught proven project management approaches for leading incident analysis teams, as well as provided advanced training in Human and Organizational Performance (HOP) fundamentals, incident analysis techniques, and corrective action plan development approaches. Topics include:
• How to effectively manage incident analysis teams and ensure successful outcomes
• HOP fundamentals, including the impact of personality on individual and team performance
• Proven processes for performing efficient and effective incident analysis
• Interviewing skills
• Eight analytical techniques and their application to single and multi-incident cause analysis
• How to identify an incident’s causal and contributing factors
• Methods for determining an incident’s broader ramifications (Extent of Condition / Extent of Cause)
• How to identify and evaluate prior occurrences for relevance to the current incident
• A structured approach for developing lean and effective corrective action plans
• Principles for writing effective incident analysis reports
Activities:
Attendees will complete RCAs on two interesting cases studies and perform the following hands-on experiential learning activities:
• Understanding Personality Tendencies
• Determining Human Error Types
• Interviewing
• Barrier Analysis
• Change Analysis
• Task Analysis
• Event and Causal Factors Charting
• Fault Tree Analysis
• Organizational and Programmatic Analysis
• Why Analysis
• Extent of Condition Determination
• Extent of Cause Determination
• Corrective Action Plan Development
Virtual Root Cause Analysis
Objective:
Our Virtual Root Cause Analysis (RCA) Workshop improves the capabilities of individuals to determine the causes of incidents and identify optimal solutions that either prevent recurrence or reduce the risk to acceptable levels.
Duration and Delivery Format:
• Part 1 (self-paced learning) – Two hours of online content and interactive quizzes
• Part 2 (instructor-led learning) - Three LIVE virtual sessions totaling 9 hours
Content:
Attendees are taught Human and Organizational Performance (HOP) fundamentals, incident analysis techniques, and corrective action plan development approaches. Topics include:
• HOP fundamentals and their application to incident analysis
• Proven processes for performing efficient and effective incident analysis
• Interviewing skills
• Three analytical techniques and their proper application
• How to identify an incident’s causal and contributing factors
• Methods for determining an incident’s broader ramifications (Extent of Condition / Extent of Cause)
• How to identify and evaluate prior occurrences for relevance to the current incident
• A structured approach for developing lean and effective corrective action plans
• Principles for writing effective incident analysis reports
Activities:
Attendees will complete an RCA on an interesting case study and perform the following hands-on experiential learning activities:
• Determining Human Error Types
• Barrier Analysis
• Event and Causal Factors Charting
• Why Analysis
• Extent of Condition Determination
• Extent of Cause Determination
• Corrective Action Plan Development
Virtual Advanced Root Cause Analysis
Objective:
The Virtual Advanced Root Cause Analysis (RCA) Workshop is tailored for RCA Team Leaders, experienced analysts, and individuals responsible for their company’s incident analysis program. Our workshop improves the capabilities of individuals to effectively lead incident analysis teams, determine the causes of incidents, and identify optimal solutions that either prevent recurrence or reduce the risk to acceptable levels.
Duration and Delivery Format:
• Part 1 (self-paced learning) - Two hours of online content and interactive quizzes
• Part 2 (instructor-led learning) - Four LIVE virtual sessions totaling 18 hours
Content:
Attendees are taught proven project management approaches for leading incident analysis teams, as well as provided advanced training in Human and Organizational Performance (HOP) fundamentals, incident analysis techniques, and corrective action plan development approaches. Topics include:
• How to effectively manage incident analysis teams and ensure successful outcomes
• HOP fundamentals, including the impact of personality on individual and team performance
• Proven processes for performing efficient and effective incident analysis
• Interviewing skills
• Eight analytical techniques and their application to single and multi-incident cause analysis
• How to identify an incident’s causal and contributing factors
• Methods for determining an incident’s broader ramifications (Extent of Condition / Extent of Cause)
• How to identify and evaluate prior occurrences for relevance to the current incident
• A structured approach for developing lean and effective corrective action plans
• Principles for writing effective incident analysis reports
Activities:
Attendees will complete an RCA on an interesting case study and perform the following hands-on experiential learning activities:
• Determining Human Error Types
• Barrier Analysis
• Change Analysis
• Task Analysis
• Event and Causal Factors Charting
• Fault Tree Analysis
• Organizational and Programmatic Analysis
• Why Analysis
• Extent of Condition Determination
• Extent of Cause Determination
Corrective Action Plan Development
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