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5-Day RCA/MORT Certification Public Course

Conger & Elsea
Training overview
Professional Course
5 days
Root Cause Analysis Training image

Course description

Incident Investigation, Root Cause Analysis, and MORT Certification 5-Day Workshop

Incident Investigation, Root Cause Analysis, and Management Oversight and Risk Tree (MORT) Certification 5-Day Workshop is Conger & Elsea’s premier training course on root cause analysis.  It includes 40 hours of hands-on training and results in Conger & Elsea’s root cause analysis certification.  This training has been provided to more than 18,000 people all around the world.  Conger & Elsea’s training and methods have become the standard for many companies in a wide variety of industries such as public utilities (including nuclear, fossil, hydroelectric, gas and oil), pharmaceutical, engineering, manufacturing, and domestic and international regulatory agencies (including the Department of Transportation, Pipeline and Hazardous Materials Safety Administration, Nuclear Regulatory Commission, International Atomic Energy Agency, and Canadian Nuclear Safety Commission).

Teaching Approach

Instruction for these classes, will be presented by standard lecture methods in a typical classroom setting and hands-on sessions in the lab.  Lectures will include audio/visual media.  During the course, the participants will be assigned to teams of 3-6 people.  They will conduct a simulated investigation of an incident/accident appropriate for Epes Transport staff.  Each person will perform an investigative interview and be evaluated on their performance.  Each team will complete the analytical techniques taught during the workshop.  Course trainers provide continuous mentoring and evaluations of each student’s and each group’s work each day.  A mid-week evaluation will be conducted on Wednesday which includes a specific check/review of the application of the material being taught.  For the final examination, each team will (on morning of the fifth day) make a final oral presentation of the results of their investigation with instructor critique and comment.  Instructor comments will be provided to the class participants on an ongoing basis throughout the course.

Workshop attendees will receive a FREE 2-year license to a new set of digital tools that will help you apply the methodologies learned in Conger & Elsea Root Cause Analysis Workshop. This helpful new software is also available for purchase. This newly updated suite of Mishap Analysis and Prevention analytical tools is designed specifically to facilitate the performance and documentation of investigations using the analytic techniques presented in our training workshops. Discounts on software are available for Federal, State, Local employees. To learn more, please fill out an information request form.

Who should attend?

This course is suitable for all levels of persons involved in root cause analysis and incident investigation.

Training content


Introduction to the Course:  Introduction of the participants and instructor(s).  Introduction to the workshop:  concepts, methods, exercises, outcomes, and expectations.

Model Methodology for Root Cause Analysis:  Review of key definitions and concepts.  Criteria, features, and illustrations of conducting a state-of-the-art root cause analysis.

Conducting Investigative Interviews:  How to conduct an information gathering interview, including the opening of the interview, question types and sequences, and closing the interview.  Also, a discussion of handling different types of interviewees (e.g., hostile, talkative, quiet).

Events and Causal Factors (E&CF) Analysis:  Guidelines, symbols and directions for sequencing an accident on events and causal factors chart.

Workshop Activities:

  • Review case study.
  • Develop a root cause analysis charter for the case study.
  • Prepare for interviews.
  • Begin constructing an E&CF chart for the case study.


Presentation of E&CF Chart:  Participants present, discuss E&CF chart; instructor critique.

Fault Tree Analysis:  Description of fault tree analysis, including: uses, principles of construction, parts, symbols, and examples.

Hardware Failure Recognition & Analysis:  Discussion of how to increase ability to detect typical hardware failure signs, gather and preserve evidence of hardware failure, and trace hardware failures to causal factors in the accident sequence.  Discussion of how to search for information inside and outside the organization about hardware failures.

Change Analysis:  Exploration of the role of change in accidents and a model for identifying elements of change.

Hazard-Barrier-Target (H-B-T) Analysis:  Using H-B-T to describe, design and analyze systems for root causes.

Workshop Activities:

  • Update E&CF chart.
  • Develop a fault tree to depict one aspect of the case study.
  • Perform a change analysis related to the case study.
  • Perform an H-B-T analysis related to the case study.
  • Conduct “face-to-face” interviews.


Presentation of Change Analysis, H-B-T Analysis and Preliminary Fault Tree Analysis:  Participants present their analyses; instructor critique.

MORT Analysis:  Discussion and illustration of the Management Oversight and Risk Tree chart. Includes a detailed discussion of the major branches of the chart and how to select the appropriate branches for use during investigations. The major branches include: Technical Information System, Emergency Response, Operational Readiness, Maintenance, Inspection, Supervision, Higher Supervision, Personnel Error (Job/Task Analysis, Procedural Fit, Selection, Training, Supervisor Observation, Motivation, and Fitness for Duty), Detailed Hazard-Barrier-Target, Management System (Policy and Implementation), Program Review, Risk Assessment/Hazard Analysis, Safety Evaluation/Modification Evaluation, Human Factors, Procedures, Support Services, and General Design.

Safety Culture and Human Performance:  Examination of safety culture and human performance and their impact on other system components, emphasis on types of and underlying reasons for personnel errors.

Why Staircase:  Discussion on using the Why Staircase analytical technique to interrogate the underlying organizational and cultural drivers of the event or condition being investigated in support of determining root and contributing causes.

Workshop Activities:

  • Update E&CF chart, change analysis, H-B-T analysis, and fault tree analysis.
  • Conduct “face-to-face” interviews.
  • Perform Why Staircase analysis.
  • Perform MORT analysis.


Presentations of MORT Analysis:  Participants present and discuss the preliminary MORT analysis; instructor critique.

Integrating Information:  Discussion of how to integrate various types of information into the investigation report (e.g., physical evidence, expert testimony, interviews, and analytical results).  Formulating facts, conclusions and recommendations.

Corrective Actions:  Developing, writing and evaluating corrective actions.  Applying criteria and analytical techniques to corrective actions.

Oral Briefings:  How to prepare, organize and deliver an effective oral briefing.

Workshop Activities:

  • Complete “face-to-face” interviews.
  • Complete all information gathering and analyses.
  • Update E&CF chart, change analysis, H-B-T analysis, fault tree analysis, why staircase analysis, and MORT analysis.
  • Generate lists of facts, conclusions, and recommendations.
  • Prepare for oral briefing.


Workshop Activities:

  • Assemble all materials including all analyses, lists of facts, conclusions, recommendations and other work materials.
  • Prepare for and deliver oral briefing of analysis results.
  • Case study review.

Comments, Questions, Course Evaluation and Participant Feedback.


$2,554.40 including the course, all training materials, and a 2 year license of MAPS software.

Certification / Credits

Graduates receive a certification in Management Oversight and Risk Tree (MORT).

Continuing studies

For Professional Engineers, 40 hours of professional development hours are in available in most states.

4 CEUs in most states

About Conger & Elsea

Conger & Elsea

Conger & Elsea, Inc. has been providing training and consulting services for more than 28 years to clients in a wide variety of industries such as public utilities (including nuclear, fossil, hydroelectric, gas and oil), pharmaceutical, engineering, manufacturing, and domestic...

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Conger & Elsea

3440 Blue Springs Rd, Suite 102
30144 Kennesaw Georgia

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