Training & Competency Development

Incident Investigation & RCA Workshops

TapRooT, Why-Tree, Apollo, and TRIPOD investigation methodology

Programme overview

Incident Investigation &
RCA Workshops

Practical incident investigation and RCA training using leading methodologies — TapRooT, Why-Tree, Apollo, TRIPOD Beta. Workshops build investigator competency through real-case practice and facilitated discussion.

Instructor-led & facilitated
Competency-assessed outcomes
Facility-specific scenarios
Simulator & drill options
Incident Investigation & RCA Workshops — Programme
Programme structure

How the programme is delivered

A structured learning journey from needs analysis through competency verification and follow-up coaching.

Investigator Competency Framework

Define investigator competency per CCPS / OSHA PSM / IEC 62740 — Lead Investigator (RCA methodology, team leadership), Investigator (evidence collection, interview), Subject Matter Expert (technical analysis); align with corporate incident investigation procedure.

RCA Methodology Training

Train multiple RCA methods — TapRoot, Apollo, 5-Why / Causal Tree, ECFC (Events and Causal Factors Chart), MORT (Management Oversight & Risk Tree); align with CCPS Guidelines and IEC 62740 cause analysis.

Evidence Collection & Preservation

Train evidence collection — site preservation (chain-of-custody), physical evidence (failed component, residue), digital evidence (DCS historian, CCTV, electronic records), witness statement; align with IEC 62740 / ASTM E2659.

Interview & Just Culture Application

Train interview technique per cognitive interview / PEACE model — open questioning, active listening, non-judgemental tone; apply just culture per James Reason — distinguish error / at-risk / reckless; align with corporate just culture policy.

Report Authoring & Action Tracking

Train report authoring — executive summary, evidence pack, causal analysis, corrective actions, lessons learned; specify action tracking via MOC / corrective action database; align with CCPS RBPS Incident Investigation.

Programme Effectiveness & Sharing

Train on programme effectiveness — investigation quality KPI, lessons-learned dissemination across sites, near-miss reporting culture; align with API RP 754 PSE indicators and corporate HSE governance.

Topics covered

What participants learn and practise

Investigation methodology selection
Evidence preservation and collection
Sequence of events and timeline
Causal factor and root cause analysis
Latent failure (TRIPOD)
Recommendation development
Learning communication and tracking
Incident Investigation & RCA Workshops — Topics
Competency outcomes

Outcomes of Incident Investigation & RCA Workshops

Investigation Quality & Recurrence Prevention
  • Identifies true root causes preventing recurrence
  • Builds out learning organisation
  • Reduces incident frequency
  • Builds systematic investigation discipline
OSHA PSM / CCPS RCA Training Defence
  • Maintains compliance with CCPS RBPS investigation element
  • Supports OSHA PSM incident investigation
  • Documents investigation for regulator
  • Withstands prosecutor scrutiny
RCA Method & Corrective Action Quality
  • Strengthens cross-function learning
  • Improves recommendation quality
  • Reduces repeat incidents
  • Builds investigator credibility
Repeat Incident Cost & Investigation Efficiency
  • Avoids repeat incident cost
  • Reduces regulator penalty exposure
  • Supports insurance dialogue
  • Reinforces customer and investor trust
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Speak with our team to scope an engagement tailored to your facility, regulatory context, and lifecycle stage.