Oil and Gas

Training Course on Incident Investigation and Root Cause Analysis (Advanced)

Introduction

Incident investigation and root cause analysis are critical components of a proactive safety management system. As workplace risks continue to evolve, organizations must adopt advanced methodologies that go beyond traditional investigation processes. Training Course on Incident Investigation & Root Cause Analysis (Advanced) is designed to equip safety professionals, compliance managers, and operational leaders with expert-level skills in identifying root causes, implementing corrective actions, and enhancing organizational safety culture through data-driven insights.

The course provides a blend of systematic approaches, analytical frameworks, and regulatory compliance standards aligned with industry best practices. By integrating real-world scenarios, case studies, and hands-on exercises, participants will develop a deep understanding of failure modes, risk assessment techniques, behavioral safety, and continuous improvement principles. This is your gateway to mastering advanced incident investigation tools such as TapRooT®, 5-Whys, Bowtie Analysis, and Fishbone Diagrams.

Programme Curriculum

Training Course on Incident Investigation & Root Cause Analysis (Advanced)

Introduction

Course Objectives

Understand the significance of incident investigation in proactive risk management.
Master root cause analysis techniques including 5-Whys, Fishbone, and Fault Tree Analysis.
Conduct systematic failure investigations using industry-recognized frameworks.
Improve regulatory compliance with OSHA, ISO 45001, and other global standards.
Build a culture of safety accountability and transparency.
Integrate data analytics and AI tools for incident tracking and prediction.
Identify human factors and behavioral safety issues contributing to incidents.
Implement corrective and preventive actions (CAPA) effectively.
Enhance skills in writing investigation reports for regulatory and internal use.
Learn how to conduct interviews and evidence collection professionally.
Use trend analysis and performance metrics to reduce recurring incidents.
Understand the role of leadership in incident response and root cause analysis.
Develop actionable safety improvement plans based on root cause findings.

Target Audiences

Health and Safety Managers
Operations Supervisors
Risk Management Officers
Compliance & Regulatory Professionals
Industrial Engineers
HSE Coordinators
Quality Assurance Managers
Safety Auditors and Inspectors

Course Duration: 10 days

Course Modules

Module 1: Introduction to Incident Investigation

Definition and scope of incident investigation
Legal and regulatory requirements
Types of incidents and near-misses
Investigation principles and ethics
Key stages of the investigation process
Case Study: Initial response to a chemical spill in a manufacturing plant

Module 2: Root Cause Analysis Fundamentals

Understanding symptoms vs root causes
RCA models: 5-Whys, Fishbone, Fault Tree
Collecting quality data for analysis
RCA limitations and pitfalls
Implementing RCA in real-time
Case Study: Repeated equipment failure in a food processing unit

Module 3: Evidence Collection Techniques

Scene preservation techniques
Interviewing witnesses professionally
Document and physical evidence
Digital forensics basics
Use of evidence in root cause determination
Case Study: Fall from height investigation in construction

Module 4: Human and Organizational Factors

Human error classifications
Behavioral-based safety (BBS)
Organizational culture’s impact on safety
Identifying system weaknesses
Applying HFACS (Human Factors Analysis and Classification System)
Case Study: Behavioral cause of a forklift incident

Module 5: Advanced RCA Tools & Techniques

Bowtie Analysis
Change Analysis
Barrier Analysis
Fault Tree Analysis (FTA)
Causal Factor Charting
Case Study: Explosion at a petrochemical site

Module 6: Using TapRooT® Effectively

TapRooT process overview
Software walkthrough and templates
Building causal trees
Creating corrective actions
Reporting with TapRooT
Case Study: Near-miss investigation using TapRooT in utilities

Module 7: Risk Assessment & Prioritization

Risk matrices and heat maps
Severity and probability scoring
Prioritizing investigation outcomes
Aligning with enterprise risk management (ERM)
Integrating findings into safety systems
Case Study: Process hazard analysis post-incident in a refinery

Module 8: Conducting Effective Interviews

Preparing for interviews
Open-ended vs close-ended questions
Handling difficult witnesses
Ensuring psychological safety
Documenting responses properly
Case Study: Interview management after an electrocution incident

Module 9: Writing Effective Investigation Reports

Structuring a report: Executive summary to conclusions
Writing factual and objective narratives
Including visuals and diagrams
Avoiding blame-focused language
Legal sensitivity and confidentiality
Case Study: Audit of a submitted incident report for OSHA compliance

Module 10: Regulatory Frameworks and Standards

OSHA, ISO 45001, and local regulations
Legal responsibilities in incident management
Auditing and inspection preparedness
Corrective action follow-up
Document retention policies
Case Study: Regulatory breach after a warehouse fire

Module 11: Implementing Corrective and Preventive Actions (CAPA)

Understanding CAPA fundamentals
Prioritizing actions based on risk
Assigning responsibility and ownership
Monitoring and follow-up
Integrating CAPA into safety systems
Case Study: CAPA failure in a chemical plant explosion

Module 12: Trend Analysis and Metrics

Leading vs lagging indicators
Data visualization tools
Dashboards for incident trends
Using KPIs in safety performance
Continuous improvement using analytics
Case Study: Dashboard redesign to prevent recurring warehouse accidents

Module 13: Digital Tools & AI in RCA

Predictive analytics and machine learning
Software for incident logging
Integrating RCA tools into EHS platforms
Real-time data collection
Enhancing investigations with AI-driven insights
Case Study: Using AI to identify repeated compressor failures

Module 14: Building a Safety Culture through RCA

Leadership’s role in safety
Communicating RCA findings to teams
Embedding accountability in culture
Recognizing and rewarding reporting
Psychological safety in reporting culture
Case Study: Culture transformation program post-fatality

Module 15: Capstone: Integrated RCA Project

Group incident investigation simulation
Full investigation planning and execution
Collaborative RCA presentation
Peer and instructor feedback
Lessons learned and final assessment
Case Study: Integrated mock incident in logistics

Training Methodology

Interactive lectures with expert facilitators
Group-based case study simulations
Hands-on exercises using real-life scenarios
Digital tool demonstrations (TapRooT®, BowtieXP)
Role-play interviews and evidence collection
Individual and team-based performance assessments

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 Root Cause Analysis HSE Safety Engineering

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