Seven Steps to Virtual RCA

1. Tool Up!  Get a free trial of Causelink Individual here:   https://www.sologic.com/en-us/rca-software/single-user.  You don’t have to use Causelink, but it certainly makes life easier.  If you already have a version of Causelink, you’re all set.  But if you don’t, we’ll give you free access for 14 days.  And if you need it longer, just ask us – we’ll give you an extension of up to 90 days.  Be sure to take a few minutes to familiarize yourself with how Causelink works.  It ships with a simple tutorial that will get you up and running quickly.  Contact us if you would like a more detailed overview.


2. Online Collaboration:  You likely have attended an event online using some form of collaboration software.  But maybe you haven’t hosted one yourself.  That’s okay – it’s easy to do, but you might need a little practice.  Your provider will have a list of tips and tricks.  And other online learning tools, such as Lynda.com, can be a great way to get an in-depth education.


3. Hardware and Connectivity:  A web camera soaks up bandwidth (which you’re probably fighting over with your kids who are stuck at home too) but helps keep your audience engaged.  If possible, attach your computer to your modem via an ethernet cable.  This will help eliminate the variations often present in home Wi-Fi networks.  Use a headset, preferably with a noise-limiting microphone.  And even though it may be tempting for your fellow attendees to gather as a group in a conference room around a common speaker phone, the audio quality will absolutely stink.  It’s way better for each attendee to log in on their own and communicate via a headset with a microphone.  If possible, use two monitors.  Display Causelink on your main monitor (usually the larger one) and put your collaboration software on the other.


4. Engagement:  This is harder to do virtually because you can’t physically see the participants.  Call out to individuals to ensure they participate.  This will be easier if you can see their smiling faces on the screen.  You might try keeping a paper list next to you that you can glance down at from time to time to remind you of who is on the call.  Be deliberate when you speak.  And don’t allow participants to talk over one another.  Listen carefully to who is speaking and to what they are saying.  Be sure everyone has a chance to contribute.  Also, try to keep your sessions to 90 minutes or less.  Online collaboration is often harder to maintain focus.  If you drive participants to burn-out, the quality of their contributions will greatly diminish.


5. Review Evidence:  Just like in an on-site RCA, you’ll rely heavily on high-quality evidence.  Make sure to have pictures and documents available for review.  You can load them ahead of time into the Data section in Causelink.


6. Cause and Effect Analysis:  When building the cause and effect chart, keep things moving and keep things organized.  Sure, you can always clean it up later.  But better organization makes for less work later.  A clean chart will also help your participants stay productively engaged.  Move deliberately from cause to cause, following the guidelines you learned in class.  This will allow you to build your cause and effect analysis very quickly.


7. Solutions:  Keep participants focused on the visible area of the chart.  Capture all their ideas in the sidebar.  Once you have the complete list of solutions, navigate to the Solutions report so you can capture any relevant notes and decide which solutions the team is actually going to recommend.

Get in touch to learn more