Introduction

In today’s fast-paced industrial environment, ensuring safety, compliance, and continuous improvement is more critical than ever. Training Course on Incident Investigation and Root Cause Analysis is designed to equip professionals with the skills, tools, and techniques needed to systematically analyze incidents, uncover root causes, and implement effective corrective actions. Whether the incident is a minor near-miss or a major event, understanding the why behind the what is the cornerstone of creating safer and more efficient workplaces.

Through this intensive, hands-on training, participants will master globally recognized investigation frameworks such as 5 Whys, Fishbone Diagrams, and Fault Tree Analysis, while applying best practices in documentation, stakeholder communication, and regulatory compliance. By the end of the course, learners will have the confidence to lead investigations that drive real change and prevent recurrence, creating a culture of proactive safety and operational excellence.

Programme Curriculum

Training Course on Incident Investigation and Root Cause Analysis

Introduction

Course Objectives

By the end of this course, participants will be able to:

Understand key concepts in incident response and investigation protocols
Apply root cause analysis (RCA) tools for incident resolution
Lead structured investigations using industry-recognized frameworks
Implement corrective and preventive actions (CAPA) effectively
Integrate human factors analysis into investigations
Conduct detailed evidence collection and scene preservation
Use data to enhance risk assessment and mitigation strategies
Improve organizational learning through incident trend analysis
Document investigations using compliance-ready reporting formats
Foster a safety-first culture through transparent communication
Utilize digital investigation tools and software
Conduct root cause workshops and training within teams
Support continuous improvement and operational resilience

Target Audience

This course is ideal for:

Safety Officers and HSE Professionals
Maintenance and Operations Managers
Quality Assurance/Control Personnel
Incident Investigators
Risk Managers
Plant Managers and Supervisors
Regulatory and Compliance Officers
Safety Trainers and Auditors

Course Duration: 10 days

Course Modules

Module 1: Introduction to Incident Investigation

Definitions and classifications of incidents
Legal and regulatory requirements
Reporting vs non-reporting decisions
Importance of timely investigations
Overview of the investigation process
Case Study: Minor injury leading to process redesign

Module 2: Planning the Investigation

Assigning roles and responsibilities
Securing the scene and preserving evidence
Initial information gathering
Establishing scope and objectives
Communication with stakeholders
Case Study: Equipment malfunction at a manufacturing plant

Module 3: Evidence Collection Techniques

Interviews and witness statements
Physical and documentary evidence
Scene photography and sketches
Chain of custody
Avoiding evidence contamination
Case Study: Near miss in a construction site

Module 4: Root Cause Analysis Methods

Introduction to 5 Whys
Fishbone (Ishikawa) diagram
Fault Tree Analysis (FTA)
Human Factors Analysis and Classification System (HFACS)
Selecting the appropriate method
Case Study: Recurring quality defects in a food plant

Module 5: Conducting Effective Interviews

Planning and preparation
Establishing rapport
Asking open-ended questions
Avoiding leading and biased questions
Handling difficult interviewees
Case Study: Slip and fall in a distribution warehouse

Module 6: Data Analysis and Interpretation

Analyzing trends and patterns
Statistical and qualitative tools
Drawing conclusions from evidence
Use of investigation software
Verifying findings with data
Case Study: Chemical spill and emergency response delays

Module 7: Identifying Root Causes

Difference between immediate, contributing, and root causes
Use of RCA templates
Validating root causes with evidence
Linking causes to organizational systems
Avoiding common errors in RCA
Case Study: Machine downtime analysis in a textile mill

Module 8: Corrective and Preventive Actions (CAPA)

CAPA framework and lifecycle
SMART corrective action planning
Assigning responsibilities and deadlines
Monitoring effectiveness
Documentation and follow-up
Case Study: Safety barrier failure in oil and gas facility

Module 9: Regulatory and Compliance Considerations

OSHA, EPA, and local regulations
Legal implications of investigations
Confidentiality and reporting standards
Compliance reporting systems
Dealing with external auditors
Case Study: Regulatory citation after confined space entry violation

Module 10: Reporting and Documentation

Writing effective investigation reports
Structuring content for clarity
Using visuals and flow diagrams
Ensuring accuracy and objectivity
Version control and approvals
Case Study: Fire incident report leading to procedural change

Module 11: Investigation Review and Validation

Internal peer reviews
Involving leadership and SMEs
Closing the loop on actions
Lessons learned documentation
Continuous feedback mechanisms
Case Study: Forklift collision investigated by cross-functional team

Module 12: Communicating Findings

Audience-appropriate communication
Creating presentations and executive summaries
Holding debriefing sessions
Building trust and transparency
Using communication as a learning tool
Case Study: Explosion investigation briefing to stakeholders

Module 13: Integrating Investigations into Risk Management

Connecting incident data to risk registers
Updating hazard identification
Linking RCA to proactive controls
Continuous improvement systems
Cross-functional collaboration
Case Study: Production incident linked to overlooked risk in assessment

Module 14: Digital Tools and Software for RCA

RCA software features overview
Integrating with EHS systems
Automation of reports and tracking
Role of AI and analytics
Security and access control
Case Study: Digitalization of incident logs in a logistics firm

Module 15: Leading an Investigation Team

Leadership skills in high-stress environments
Assigning roles and managing dynamics
Conflict resolution during investigations
Motivating team collaboration
Ensuring accountability and follow-through
Case Study: Complex multi-shift investigation at an aerospace plant

Training Methodology

Interactive lectures with visual presentations
Real-world case study analysis
Hands-on group exercises and simulations
Role-playing for interviews and reporting
Use of digital tools and templates for RCA
Pre- and post-assessment to measure learning outcomes

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Skills & Software Covered

Incident Investigation Safety OSH Risk Analysis

Programme Fee

Duration: 10 Days

Method: Online or Physical

Online Price: $2,000

Physical Price: $3,000

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 30 Oct 2026

💻 Online / Virtual session

Online $2,000