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Practical Guide for Root Cause Investigations - Methodology & Tool Kit

Nov 23 - Nov 24, 2017
Munich, Germany

  • Education
  • Europe

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This engaging two-day workshop teaches a step by step, proven process ideal for researching any change/decline in the performance of a product or work process/system, whether it be physical or virtual. It is appropriate for individuals new to this discipline, as well as those who are seasoned veterans looking to improve/refresh their skills, regardless of industry or function within the organization. Simply put, this is one of the most practical and applicable trainings available!

On day one, the participants are introduced to the seven step methodology. A Roadmap is provided to guide the participants through the steps and suggest appropriate tools to ensure the right questions are being asked, the right data is being collected, and the right documentation is being made. After each step is presented leveraging an instructor case study, the participants immediately apply the learning on their own case study (which is based upon a real life investigation). On day two, several hours are devoted to strengthening the participants’ skills leveraging the methodology through practice on another, more complex, real life case study. As the participants work on this case study they will compare their work with that of the investigation conducted by the real team.

Participants will be emailed a set of electronic templates. These templates, plus the Roadmap, guide the investigator through the methodology and provide the basis for documentation.

Who should attend?

Alumni of this program typically (though not exclusively) have a background in:

  • Quality
  • Risk management
  • Regulatory affairs
  • Compliance
  • Manufacturing
  • Product development
  • CAPA
  • Supply chain & purchasing
  • Production
  • Engineering
  • Project management
  • R&D
  • Fraud management and more

Learning Objectives

Upon completion of the workshop, participants will able to immediately, effectively, and efficiently apply the methodology to:

  • Identify the technical root cause(s), that is, the change(s) that occurred.
  • Identify systemic root cause(s), that is, any underlining breakdown in the organizations broader systems that allowed the change(s) to occur.
  • Implement a comprehensive corrective and/or preventive action plan to restore performance.
  • Implement a control plan to minimize and/or prevent recurrence.


  • Instructor

    Rob Weaver, President of Weaver Consulting
    Founded in 2003, Weaver Consulting is a two-person enterprise comprised of Tom Weaver and Rob Weaver. They are quality and operations improvement consultants who focus their business exclusively on root cause analysis. With a combined 40+ years’ experience and a client base that expands worldwide, they have helped organizations across a multitude of highly regulated industries, including pharmaceutical, medical device, aerospace, defense, financial services, food & beverage, consumer products, automotive, telecommunications, semiconductors, and many more, successfully implement their premier root cause analysis methodology, Root Cause Investigation for CAPA. Both Tom and Rob held titles of Vice President in their respective careers before joining the firm, Tom with Baxter Healthcare and Rob with Wells Fargo & Company.

    Thursday, 23 November 2017

    Welcome & Introduction

    • Define technical CAPA problem
    • Common investigation mistakes
    • Investigation Roadmap template
    • Introduce 1st participant real life case study

    Step 1: Define the Performance Problem

    • Introduce instructor case study
    • Problem statement
    • Problem description

    Coffee Break

    Step 1: Continued

    • Problem description continued
    • Workshop
    • Flow chart process(es) being investigated & identify key inputs
    • Workshop
    • Time of events
    • Team charter including performance & cost savings goals

    Lunch Break

    Step 2: Collect Data

    • Determine data needed
    • Data collection tools & techniques
    • Data measurement plan
    • Workshop

    Coffee Break

    Step 3: Identify Possible Causes

    • Time of changes
    • Differences between Is & Is Not facts
    • Workshop
    • Changes associated with identified differences
    • Review risk analysis
    • Brainstorming techniques
    • Workshop

    Step 4: Test Possible Causes

    • Test possible causes against facts
    • Summarize testing leveraging contradiction matrix
    • Historical perspective of investigations
    • Workshop

    Step 5: Identify Technical & Systemic Root Causes

    • Verify assumptions
    • Conduct studies/experiments
    • Identify technical root cause(s)

    End of Day 1

    Friday, 24 November 2017

    Step 5: Continued

    • Identify systemic root causes

    Step 6: Determine Corrective/Preventive Actions

    • Mistake proofing techniques
    • Variation reduction & optimization techniques
    • Corrective/preventive actions
    • Acceptance criteria

    Coffee Break

    Step 6: Continued

    • Risk mitigation
    • Control plan
    • Workshop

    Step 7: Verify Corrective/Preventive Actions

    • Implement & measure corrective/preventive actions
    • Evaluate control plan
    • Determine additional preventive actions

    Lunch Break

    Second Participant Real Life Case Study

    • Introduction
    • Workshop to develop problem statement, problem description, identify possible causes
    • Workshop to collect data
    • Workshop to test possible causes

    Coffee Break

    Second Participant Real Life Case Study Continued

    • Workshop to determine corrective/preventive actions including risk mitigation, control plan, acceptance criteria

    Closing Remarks

    • Compare/contrast this investigation methodology with traditional approach
    • Shortcuts
    • Simple investigations
    • Difficult investigations
    • Investigation report
    • Return on investment
    • References

    End of Course

Additional Information

  • Learning Objectives

    Learning Objectives

    More information coming soon.

  • Who Should Attend

    More information coming soon.

Got a Question? We have answers

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PLEASE READ  PDA is not affiliated or contracted with any outside hotel contracting company. If someone other than PDA or the PDA chosen hotel contacts you suggesting that they represent any PDA event, they do not. It is PDA's recommendation that you book your hotel directly through the official PDA chosen hotel that is listed on our web site.


Landsberger Str. 68
Munich, Germany


Roomers Munich
Landsberger Str. 68
80339 Munich
Tel: +49 89 12501380
Hotel Website

As the new Munich's new luxury lifestyle hotel, Roomers Munich embraces the love of special moments in life and the passion to share it. Roomers Munich is a modern contemporary lifestyle hotel with 281 rooms and suites that convinces by its exceptional interior design combined with a unique food & beverage concept and a Spa.

The Roomers Munich is a place that stands for itself creating memorable and distinctive experiences. Suites with sauna and Jacuzzi on the terrace, with a view to the Alps as well as a pool with a cinema screen leave nothing to be desired and make every visit a special occasion.

With the implementation of the award winning "Roomers Bar" concept, Roomers Munich will follow the successful footprint of the sister property in Frankfurt. The "Roomers Privée" with daily live entertainment and the "IZAKAYA" restaurant, an award-winning Japanese food restaurant from Amsterdam, are just a few examples to express the cosmopolitan lifestyle.

PDA Europe has reserved a limited number of rooms until the 18th September 2017.
Book your room for the PDA Group Rate.

Single Room € 180 per night*
Double Room € 230 per night*

*Rates are per room and night, including the following services and benefits free of charge:
  • Buffet Breakfast in the restaurant
  • Wireless Internet Connection (WI-FI)
  • Taxes and Service will apply

How to Get There

Munich Airport – MUC
Airport Phone: +49 89 97500

Hotel direction: 25 miles SW / 40 km SW
This hotel does not provide shuttle service.


  • On-site parking, fee: 4.50 EUR hourly, 25 EUR daily
  • Complimentary valet parking


How to Get Here

By Air

More information coming soon.

By Car

More information coming soon.

Other Options

More information coming soon.


Registration Fees

Regular Price

4 Ways to register

  • Online Registration
  • FAX: +49 30 436 55 08 66
  • [email protected]
  • Mail: PDA Europe, Am Borsigturm 60, 13507 Berlin, Germany

Please remember to log in if you are a member of PDA already! 

If you come from a Governmental or Health Authority Institution or from an Academic Organization please contact Ms. Antje Petzholdt before registering. She will verify your status and register you.

  • All registrations which will involve visa matters will have to be submitted to PDA EU four weeks prior to the start of the event at the latest. For later registrations, PDA Europe will be unable to assist participants in any visa affairs.
  • All costs incurring in connection with visa affairs shall be borne by registrants. (This applies in particular to costs for submitting documents by courier.)
  • Potential participants must be clients of UPS shipping agency and submit their UPS customer reference number to PDA EU (together with their registration).
  • No PDA membership obtainable upon booking training course, workshop or other related event.

Registration Fees

Are you entiteld to receive a discount? Need Help?

All Participants

1495 Euro

All fees given in Euro and excluding VAT (7%)


Antje PetzholdtAntje Petzholdt
Manager Registration, Chapters & Membership
Tel: +49 (0) 30 43 655 08-10
Fax: +49 (0) 30 43 655 08-66

* For this member type or discount, online registration is not available, please contact [email protected].

Group Registration Discount: Register 3 people from the same organization as a group (at the same time) for the event and receive the 4th registration free. Other discounts cannot be applied.

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CANCELLATION: If a cancellation request is received 30 days before the event, a credit (registration fee paid minus a 200.00 USD/EUR processing fee) will be given. No credits will be given for cancellation requests received less than 30 days before the event. Cancellation requests must be emailed to [email protected].


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