27 - 28 September 2022   |   Sheraton Dammam, Saudi Arabia
Pre-Conference Workshop - MEPSC

Topics covered:

  • Purpose of investigations
  • Investigation process and environment
  • Investigation approach - guidelines, scientific method, sources of evidence, basing conclusions on facts, examples of evidence, dealing with apparently conflicting evidence and biases
  • Investigation process: 
             - Investigation team formation

         - Initial hypothesis development

         - Time sensitive evidence

         - Initial documentation

  • Systematic data collection – photo and video, witnesses, protocols for evidence evaluation, evidence management, document collection
  • Development of timeline, hypothesis and analysis – formulating hypotheses based on observations and facts, action plans to investigate hypotheses, validating important data, testing scenarios
  • Final hypothesis - proving/disproving hypotheses, resolving the final hypothesis 
  • Consideration of Human Factors
  • Introduction to Root Cause Analysis 
  • Corrective actions, lessons learned and reporting
  • Critical pitfalls in incident investigations
  • Case study

Target Audience

  • Technical and Engineering (process/ mechanical/ control and electrical) personnel who are expected to lead or be a member of an incident investigation team.
  • Subject matter experts (e.g. machinery, design or process technology) who may be seconded to an incident investigation.

Workshop 1: 

Process Safety Incident Investigation
by Roger Stoke

Workshop Time: 8:30 AM - 2:30 PM (includes one hour lunch break) | Workshop Duration: 5 hours

The workshop objective is to show technical personnel how to perform an objective investigation to determine what happened in an incident and why. The course is oriented to incidents in chemical processing facilities and refineries. The prime objective is to teach the thought processes and methodologies of experienced investigators in determining immediate causes, underlying causes and root causes of incidents. The course will emphasize the key role the investigator plays for complete, accurate and detailed investigations, identifying, communicating and embedding lessons learned.


Roger Stokes

Principal Engineer, Baker Risk

Workshop 2: 

Empowering Frontline Staff for Sustainable Process Safety Culture
by William Bridges and David Moore

Workshop Time: 8:30 AM - 2:30 PM (includes one hour lunch break) | Workshop Duration: 5 hours

Frontline staff, such as plant operators, operations specialist, and maintenance craft-persons, should and can take the lead on implementing and improving process safety. For this to happen, site Leadership must see the value in this approach and must support this delegation of responsibility and authority over the long term.

This “How To” workshop includes:

  • Provides the business case for empowering frontline staff
  • Lists key activities that frontline workers should lead: 
    - Writing highly accurate procedures for their process area 
    - Controlling verbal communication errors
    - Spotting human-machine interface issues
    - Contributing to investigations and root cause analyses
    - Leading reporting high numbers of near misses 
  • Lays out the necessary five (5) steps for leadership must take to have frontline staff lead these activities
  • Includes multiple exercise to illustrate the business case and steps
  • Closes with group-based discussion on the path forward

Target Audience

The 5-hour workshop is targeted at the operations, maintenance, and process safety leadership at the site and at a corporate level.


David Moore

President & CEO, AcuTech Group

William Bridges

President, Process Improvement Institute (PII)


Sales and General Inquiries: raunaq@mepsc.org

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