Resources

Following are some resources we’ve either created or recommend.  A recommendation means we’ve used them and have been impressed with the results.

Our YouTube channel – A few of my webinar/speaking engagements have been recorded and are available on this page.  Come back as we add more.

Online Root Cause Analysis workshop- Here’s where you’ll find an electronic version of my root cause workshop.  It’s excellent when you have a small number of people to train, or are trying to earn some continuing education credits for recertification. The course is very highly rated compared to other e-courses.

Online Performance Metrics workshop  Here’s where you’ll find an electronic version of my performance metrics workshop.  When you don’t need to train a large group, this is a low-cost option, with lots of examples, case studies, and Q&A.

SigmaXL – I was amazed to find that this software allows you to do Monte Carlo simulation.  It’s basically a statistics package that runs in Excel, but if you get the DiscoverSim addition, the additional power available is phenomenal for the price.

QI Macros – Allows you to analyze data using a simple set of tools (e.g., paretos, run charts, histograms, control charts). All you do is put your data in MSExcel, and this set of macros will allow you to analyze it very quickly without having to learn a whole new application.

David Walker Designs – This organization managed the update of my website.  Quick, professional and inexpensive.  Great job!

APLOMET Checklists – Following are some checklists, forms and other documents I’ve developed over the years as part of working with organizations.  Feel free to download and use them to help improve your organization.

SIPOC Form – A fundamental tool for helping people understand process management.  It can be used to look at interrelationships between suppliers, processes and customers, as well as the inputs & outputs and related performance measures.

Process Management Maturity Matrix – Want to see how well your organization manages processes?  Here’s a maturity matrix developed for just that purpose.

Metrics Worksheet – If you’re developing some metrics this worksheet can help ensure you’ve considered many of the issues necessary for defining, capturing and using the metrics.

 

My 10-step RCA Problem Solving Guides – A worksheet-type form laying out the 10-step model, and a checklist of the 10 steps and actions & outputs for each step.

Root Cause Analysis Maturity Matrix – Provides an opportunity to evaluate your root cause analysis/corrective action process for degree of sophistication. Intended for quality/performance issues, not safety/accident events

Musings: My Blog

Critical Thinking – The Most Needed Skill

In many ways the quality profession had just been going along with the program ... focusing on compliance and performance of organizations and their processes. I believe if we want to really have an impact we should shift or add a focus on Critical Thinking.  Adopting...

RCA/CA Maturity

If you didn't happen to see my post on LinkedIn where I submitted a maturity matrix for evaluating the Root Cause Analysis & Corrective Action process you can get it here on my website. I've also added more videos to my YouTube channel, which can make for good...

Podcast on RCA

I was recently interviewed by Jon Taber who hosts a bi-weekly podcast on auditing.  Brief but good discussion of root cause analysis. https://podcasts.apple.com/be/podcast/episode-34-root-cause-analysis-duke-okes/id1590407172?i=1000577361463

More RCA Videos

I always enjoy seeing how others approach root cause analysis.  Here are links to a couple of videos that are pretty good. https://www.youtube.com/watch?v=D77iE0kSkLc   https://www.youtube.com/watch?v=zk7Hg4w1Jsg

Long time, no see!

Yes, it's been several months since I've posted, although that doesn't mean I've not been musing.  Just too many things on the plate. However, here's a short collection of thoughts. Webinars: 1) One of the most frustrating things I've experienced in the past couple of...

Technology and Auditing

The use of Zoom, etc. for auditing has certainly taken hold, albeit driven primarily by COVID rather than a desire to improve the audit process. There are several other areas where technology can help, including Analytics, Process Mining, and Text Mining. I've already...

Some Wisdom Here

Whether it's investing or self-development, this interview of Chamath Palihapitiya by Barry Rithholtz is worthwhile.  You can listen or read here.

Good Article on Risk Management

Over the past couple of years I've spoken several times on problems with many risk assessments, and also published an article on it (see here). I recently ran into an article from 2005 that discusses similar issues, but especially points out problems with...

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