Incident Analysis and Investigation Techniques


This series will identify the importance of a strong incident investigation process. Learning what went wrong, why it happened and what can be done to prevent the incident in the future is an important part of an effective safety management system. Students will learn investigation techniques including how to perform a Root Cause Analysis (RCA).

Learning Objectives:
September 15, 2020 – What, Why and When to Investigate

This session is designed to introduce students to the fundamentals of incident investigation. It is important to know the specifics of an investigation including what needs to be investigated, why it needs to be investigated and when an investigation should occur. Students will:

  • Know the definition of an incident
  • Understand the importance of near hit/close call reporting and investigation
  • Verbalize the important of investigating incidents
  • Identify incident causes which include direct, contributing and root causes
  • Discuss the importance of incident prevention and proactive measures
  • Understand the differences between worker error and the system approach theory

September 17. 2020- Investigation Immediate Response

How you respond to incidents play such an important role in determining what happened. This session will discuss basic methods for immediate response after an incident has occurred. Students will:

  • Know dos and don’ts when developing a communication strategy and plan
  • Know OSHA reporting requirements
  • Understand the importance of appropriate data collection
  • Know best methods to obtain photographs, artifacts, sketches and graphs during an investigation
  • Verbalize methods to interviewing witnesses

September 22, 2020- Assessment Phase

It is important to assess the information obtained during the response phase. This session will introduce you to analytical tools that can assist in determining what happened and how it can be prevented in the future. Students will:

  • Know how to determine causal factors
  • Know various analytical tools and when to use a tool
  • Verbalize components of a corrective action plan
  • Understand best methods to document and track the final report to completion

September 24, 2020- Root Cause Analysis

A Root Cause Analysis (RCA) play such an important role in determining the root of the problem. Just as a tree will continue to live until you remove the root so will the conditions that caused an incident to occur. This session will introduce the student to components of a RCA. Students will:

  • Know the importance of a RCA
  • Understand methods to complete RCA

September 29, 2020- RCA Exercises and Q&A

Students will have an opportunity to complete some RCA exercise to gain skills and competency. This session will also allow for questions and answers.

Register Now

Register for the five session course!
$600 Non-member / $300 iPi Member
*Not included in the iPi Online Membership

Can’t make a live session? On-demand recordings will be available.

Earn up to 5 CUSP points! 1 Point per each 1-hour session

2020 Schedule

All Sessions are at 11am ET, 10am CT, 9am MT, 8am PT
Session 1 – September 15

What, Why and When to Investigate

Session 2 – September 17

Enclosed Spaces

Session 3 – September 22
Assessment Phase
Session 4 – September 24
Root Cause Analysis
Session 5 – September 29
RCA Exercises and Q&A

$600 Non-member / $300 iPi Member

Can’t make a live session? On-demand recordings will be available. 


Matt Edmonds headshot

Matt Edmonds

Matt Edmonds is an adjunct instructor for the Incident Prevention Institute (iPi) and a published author to iP (Incident Prevention) magazine.

Matt is Vice President of SET Solutions, an organization that partners with iPi to provide workplace specific utility training services. He is a Certified Utility Safety Professional (CUSP) and a certified Construction Health & Safety Technician (CHST) and a Certified Instructional Trainer (CIT) with over 15 years of safety management experience. He is an OSHA authorized instructor for General Industry and Construction standards.

Matt provides specialty safety management services for electric power organizations throughout the US. He has been instrumental in the development of training courses designed for electric power organizations including OSHA 10- and 30-hour courses for electric power and for NFPA 70E electrical training and program development services. Matt presently works with utilities and contractors to provide technical and safety specific training, safety perception surveys, site audits and assessments, Root Cause Analysis and safety process evaluation and program development.

Pam Tompkins headshot

Pam Tompkins

Pam Tompkins is a principle instructor for the Incident Prevention Institute (iPi) and a founding member of the USOLN (Utility Safety and Ops Leadership Network). She presently serves on the executive board of the USOLN. She is a regular contributor and published author to iP (Incident Prevention) magazine.

Pam is President and CEO of SET Solutions, an organization that partners with iPi to provide workplace specific utility safety management services. She is a 40-year veteran in the electric utility industry, a member of Institute of Electrical and Electronic Engineers (IEEE) and American Society of Safety Professionals (ASSP).

Pam worked in the utility industry for over 20 years and has provided electric power safety consulting for the last 20 years throughout North America, Caribbean and Central America. She has supported utilities, contractors and other organizations operating electric power systems in designing and maintaining safety improvement methods and strategies for organizational excellence.  She is a Certified Safety Professional (CSP), a Certified Utility Safety Professional (CUSP), a Certified Utility Safety Administrator (CUSA) and an OSHA authorized instructor.

SET Solutions Electric Power Safety Consultants offer a broad spectrum of assessments, consulting and training services to provide safety solutions for a global workplace.

Our tools and support help you build and manage a sustainable safety system. SET Solutions is a full service safety management company that offers specialized assessment, consulting and training services for the electric power industry.
“SET Solutions provided an excellent 1910.269 OSHA assessment for our Corporation. Pam was attentive to detail, had a wealth of industry knowledge, and provided insightful feedback.”
– Jay H., Director of Safety & Technical Training

SET Solutions LLC

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SET Solutions, LLC is a BBB Accredited Safety Consultant in Lexington, SC
710 East Main Street, Lexington, SC 29072 
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