RCA Facilitation & Investigation Team Leadership Training Course

Course Overview

Learning Objectives

• Establish a structured approach to planning and leading Root Cause Analysis investigations.
• Define investigation scope, objectives, responsibilities, and decision-making authority.
• Facilitate multidisciplinary investigation teams toward evidence-based conclusions.
• Apply questioning, interviewing, and active listening techniques to obtain reliable information.
• Distinguish root causes, contributing factors, symptoms, and immediate triggers.
• Manage disagreements, competing interpretations, and cognitive biases during investigations.
• Select and apply appropriate RCA tools based on the nature and complexity of an incident.
• Evaluate evidence quality, test hypotheses, and validate investigative findings.
• Develop corrective and preventive actions linked directly to identified causes.
• Strengthen investigation reporting, stakeholder communication, and follow-up accountability.

Who Should Attend

Learning Outcomes

• Prepare an investigation charter with defined scope, objectives, roles, and deliverables.
• Lead investigation meetings using structured facilitation methods.
• Establish clear team responsibilities and maintain productive multidisciplinary participation.
• Conduct effective interviews and gather relevant, verifiable evidence.
• Build incident timelines and organize facts into a coherent sequence of events.
• Apply RCA techniques such as 5 Whys, Fishbone Diagram, Fault Tree Analysis, and causal factor analysis.
• Identify and address assumptions, biases, incomplete evidence, and conflicting accounts.
• Evaluate proposed causes and verify whether they adequately explain the event.
• Formulate corrective and preventive actions that address verified root causes.
• Present investigation findings clearly and monitor action implementation and effectiveness.

Course Outline