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Turnaround, Shutdown and Outage Management - TSOM

Discipline: Project Management / Operations & Maintenance
Level: Intermediate
Instructors who teach this course:


  • About the course
  • Designed For
  • You will learn
  • Course Content
Scheduled turnarounds are difficult to manage. Managing a surprise shutdown or outage is like firefighting. Firefighters succeed because they know what strategies work and are highly trained to handle complex, risky situations. Uncertainty and complexity abound when a plant is down. Extra work can appear when equipment is opened and inspected. Integrating project work increases the challenge. Experienced instructors show you how to control scope uncertainty, tackle the complexity of integrating project work, and get the facility restarted.

Upon completion, you will know how to:
  • Deploy scarce resources (time, people and materials)
  • Complete work on time and within budget
  • Utilize best practices in TSO planning, execution and closeout
  • Manage engineering, maintenance, operations and project interfaces

A blend of instruction, guided discussion, and hands-on exercises using "real world" examples makes the sessions thought provoking. The exercises will include both single and group activities .
Managers, supervisors, engineers, schedulers in maintenance, operations, reliability, HSE, procurement and projects should attend. This course also helps business, commercial, finance and other non-technical personnel who want to know more about turnaround, shutdown and outage best practices.
How To:
  • Establish targets to ensure support from all facility stakeholders
  • Develop a robust resource plan and get the resources you need
  • Integrate scopes for both maintenance and projects
  • Establish turnaround scope selection criteria early
  • Select a computerized work system
  • Address key outage constraints and operations interfaces
  • Develop a robust contracting plan
  • Prepare an execution plan
  • Measure and control shutdown progress
  • Six-phases of turnaround, outage and shutdown management
  • Issues and challenges
  • Quality control
  • Health, safety and environmental planning
  • Computerized systems- benefits and choices
  • Integrating the plan
  • Managing stakeholders and resources
  • Procurement and contracting
  • Tracking progress and controlling change
Related courses
View the Progression Map
Applied Maintenance Management - OM-21
Effective Maintenance Shutdowns - OM-43
Oil and Gas Processing Facilities for Operations and Maintenance - OT-1
Download Progression Map

Turnaround, Shutdown and Outage Management - TSOM
Discipline: Project Management
Level: Intermediate
Duration: 3 days
Instructor(s): Pete Luan, Ken Lunsford
Scheduled turnarounds are difficult to manage. Managing a surprise shutdown or outage is like firefighting. Firefighters succeed because they know what strategies work and are highly trained to handle complex, risky situations. Uncertainty and complexity abound when a plant is down. Extra work can appear when equipment is opened and inspected. Integrating project work increases the challenge. Experienced instructors show you how to control scope uncertainty, tackle the complexity of integrating project work, and get the facility restarted.

Upon completion, you will know how to:
  • Deploy scarce resources (time, people and materials)
  • Complete work on time and within budget
  • Utilize best practices in TSO planning, execution and closeout
  • Manage engineering, maintenance, operations and project interfaces

A blend of instruction, guided discussion, and hands-on exercises using "real world" examples makes the sessions thought provoking. The exercises will include both single and group activities .
Designed For:
Managers, supervisors, engineers, schedulers in maintenance, operations, reliability, HSE, procurement and projects should attend. This course also helps business, commercial, finance and other non-technical personnel who want to know more about turnaround, shutdown and outage best practices.
You Will Learn:
How To:
  • Establish targets to ensure support from all facility stakeholders
  • Develop a robust resource plan and get the resources you need
  • Integrate scopes for both maintenance and projects
  • Establish turnaround scope selection criteria early
  • Select a computerized work system
  • Address key outage constraints and operations interfaces
  • Develop a robust contracting plan
  • Prepare an execution plan
  • Measure and control shutdown progress
Course Content:
  • Six-phases of turnaround, outage and shutdown management
  • Issues and challenges
  • Quality control
  • Health, safety and environmental planning
  • Computerized systems- benefits and choices
  • Integrating the plan
  • Managing stakeholders and resources
  • Procurement and contracting
  • Tracking progress and controlling change
Instructors:

MR. PETE LUAN has over 25 years of international upstream project management experience. He has also consulted for the past 10 years helping energy companies improve their management of capital projects. He has an extensive track record of helping E&P companies improve their capital project performance. He has been particularly successful with those clients who are faced with large capital projects and require a step-change in organizational capabilities. Pete is a facilitator and advisor to top management, many of whom continue to seek his advice even after the development of their project organizations has been completed. He has worked with numerous strategy, project execution plan development, risk management, Lessons Learned, stakeholder alignment, etc. Pete worked for Amoco Production Co. managing major capital projects in Azerbaijan, the Middle East, and Latin America. He holds a BS and an MS in Mechanical Engineering with higher honors from Rice University and has completed management training at Harvard Business School. He is PMP certified.

MR. KEN LUNSFORD is the Project Management Discipline Manager for PetroSkills. He has more than 38 years' experience in engineering and management of oil, gas, chemicals and plastics development. During his 32 years with ConocoPhillips, he led development teams on projects in the United States, Norway, Qatar, and United Arab Emirates. His diverse engineering and project management background includes sour gas plants, oil, gas and petrochemical pipelines, engineered plastics processes and materials handling, batch sulfur chemical processes, liquefied natural gas projects and pilot plants. Additionally, he was corporate project controls manager for Phillips Petroleum with responsibility for developing business processes and training for asset development, value improving practices, project controls, contracting strategy, risk management, reviews and assists and joint venture non-operated project assurance. He received his BS and MS degrees in Mechanical Engineering from the University of Missouri-Columbia. He is a registered professional engineer in the State of Texas.


In-House Course Presentations
All courses are available for in-house presentation to individual organizations. In-house courses may be structured the same as the public versions or tailored to meet your requirements. Special courses on virtually any petroleum-related subject can be arranged specifically for in-house presentation. For further information, contact our In-House Training Coordinator at one of the numbers listed below.
Telephone 1- 832 426 1234
Facsimile 1- 832 426 1244
E-Mail inhouse@petroskills.com

Public Course Presentations
How to contact PetroSkills:
1-800-821-5933 toll-free in North America or
Telephone 1-918-828-2500
Facsimile 1-918-828-2580
E-Mail registrations@petroskills.com
Internet www.petroskills.com
Address P.O. Box 35448, Tulsa, Oklahoma 74153-0448, U.S.A