Managing Shutdowns, Turnarounds, and Outages

Joel Levitt working with Shutdown planning crews at Syncrude in Ft McMurry, Alberta Canada

Shutdown type events are the most visible, consequential, and complicated events in a plant’s existence. Small improvements in any area can result in massive savings and improvement.

This program is for: 

This course is for heavy maintenance environments, including refineries, power plants, chemical plants, mines, large factories, and other extensive facilities. It is precisely for project managers, outage planners, planners,  maintenance managers, project engineers, supervisors, maintenance engineers,  and people in training for these positions.

This course is also designed for contractors who manage entire or parts of client shutdowns. Prior background in Project Management would be helpful but not essential.  The best use of this course would be for an organization planning a shutdown or outage shortly.

Promise of the course :

We promise that people of all levels of experience will learn new things about shutdown type events. They will understand the overall picture and see the details needed for success. The result of these understandings will be enhanded ability to plan for and execute shutdown type events

A few things you will learn:

Shutdwon Discussion, Perth Australia

Information about course : 

 

Selection of Learning Objectives

The Report card introduces the student to the class. They get to evaluate their shutdown program and see where there is room for improvement.

In the exercise on meetings, the student can look at the meeting rules they follow and pick some areas where extra attention would enhance the shutdown effort

Preparing a Typical Timeline exercise is designed to show the student the benefit of managing the Shutdown intensively from conception to closeout

Estimating exercise takes a typical shutdown job and shows the students how to micro-plan a job.

Do you have enough time to plan and schedule the Shutdown properly? The Planning lead times exercise will show that and show how many people will be needed if you don’t

The Critical Path Method (CPM) Exercise tests the student’s new knowledge of shutdown activity scheduling. It starts with a worklist and has the students develop a CPM network diagram highlighting the critical path and the Shutdown duration.

Different people are different types of learners. The seminar features many other training modalities. This course has several exercises to help enhance the training experience and teach specific skills to help manage shutdowns.

 

The Master Check List series of exercises (one list for each phase) is unique for this course. Each student will receive and review a master checklist developed over the last 20 years of items that have caused problems on past shutdowns. The checklists are updated as new people take the course and contribute their experiences

Offered with this course is Managing Maintenance Shutdowns and Outages, published by Industrial Press, NY. This 208-page book outlines all aspects of shutdowns from conception to closeout and post mortem.

Table of Contents

There are a variety of course lengths and configurations

 

Virtual Online

Live On-site

15-24 hours contact time

9 am to 4 pm daily

With lunch

5-Day 5,4, Hour

8-Day 3, 3-Hour

3- Day 6-Hour

And shorter

2-days

3- days

5-days

Can be scheduled 1,2,3 sessions per week with homework

Contigous

Agenda for 2-Day course

Day 1

Inputs into the Shutdown

Planning Section

Day 2

Project Management Techniques

Shutdown essentials

Agenda for the 3-day course

Day 1 Planning the Shutdown

Mastering the Basics of Shutdowns, Turnarounds, and Outages

  • Language definitions
  • Size of events matter
  • Primary Skill –Meetings Exercise and discussion to make your meetings more effective
  • KPIs for a shutdown
  • Comparing project management versus typical Shutdown
  • Defining your constraints
  • Is the Shutdown a cover-up
  • Communications and presentations

Group activity: Quick report card- Exercise to analyze your Shutdown from various aspects and discuss with a partner.

 

Putting the whole Shutdown into time -Phases of a shutdown

  • Scheduled Audits
  • Preparing a Typical Timeline –exercise
  • Instituting a long-term shutdown policy

Shutdown Organization

  • Ensuring great communications
  • Shutdown team titles
  • Roles and responsibilities
  • Accountability tip

Master Checklist for Phase 1 Initiation Exercise

Begin training about Phase 2 (planning and scheduling) of the Shutdown

Scope of work -Inputs into the Shutdown

  • Examining the Sources of work
  • List of sources to check before closing the worklist
  • Checklists for Infrared and Vibration inspection before Shutdown
  • Work Validation (get rid of duplication, subsets, and other non-essential work)
  • Packaging of work for bidding
  • Prioritization of work

                                                           

 

Shutdown Planning- Individual job planning

  • Planning Thought Process
  • Essential elements of job planning
    • Special requirements of Large jobs
    • Planned Job package

Planning lead times exercise

Planning and Estimating Exercise

Risk, safety, and health

  • Threat matrix
  • How to run a Safer shutdown
  • Safe work process
  • Safety risk list
  • How to do JSA for planning exercise
  • Managing other risks

Day 2 Scheduling the Shutdown

Scheduling (Project Management Techniques)

  • History of Project Management
  • Software available

 

Critical Path Method (CPM)

  • Essential concepts for all PM techniques
  • Project management techniques
  • Gannt Charts, CPM charts
    • Display and Milestones
    • Dependencies
    • Float
    • Crashing view a movie on crashing
    • Resources
    • Logistics
    • Site plan

Exercise in planning and scheduling a boiler shutdown.

Managing the logistics’ challenges in a shutdown

  • Effectively managing your personnel and material resources
  • Site set down plans
  • Questions to be able to answer
  • Strategic sourcing for parts, materials, and supplies

 

Contracting and Contract management

  • Legal framework
  • Tools of contracting: types, uses, essential concepts
  • Legal Relationships
  • Avoiding problems

Example of a legal case study in shutdowns

Day 3 Executing, reporting on, and Accounting for the Shutdown

Master Checklist for Phase 2 Planning, Scheduling Exercise

Begin training about Phase 3 (planning and scheduling) of the Shutdown

 

Quality

  • The core of attaining quality (and safety too!)
  • Ensure quality
  • Hold points
  • Shift schedules

 

Managing Execution

  • Shutdown the plant and Start-up the plant
    • Daily schedule and feedback
    • Shutdown review meeting agenda
    • Project leader failure techniques Exercise
    • Daily routine

Phase 3 Execution Master Checklist Exercise

Begin training about Phases 4, 5 of the Shutdown

Shutdown essentials

  • Accounting, costs, and budgets
  • Completion
  • Reporting
  • Lessons learned
  • Files to keep and review

Phase 4 Completion of work Master Checklist Exercise

 

Phase 5 Completion of project Master Checklist Exercise

    Wrap-Up Session
  • The final session reviews the topics  covered over the last three days
  • Questions and discussion

Each student chooses an area to work in for their next shutdown event

5-Day Shutdown Training Event

The five-day event covers the same primary material in more depth: similar exercises and case studies.

Agenda

Basics of Shutdowns, Turnarounds, and Outages

Day 1

Day 2

Day 3

Day 4

Day 5

Training options :

We are flexible about your specific needs for outcomes from the course.

Option 1
Option 1

The most basic way is to present a standard course after a brief email conversation about goals and objectives. The courses are tried and tested and have been used to good effect worldwide in many maintenance situations.

Option 2
Option 2

The second and most common option involves a one-day site visit before the class. This visit allows me to add examples from your facility, adjust the verbal presentation to suit your needs, meet some key players, and see some of the unique problems you face.

Option 3
Option 3

involves a more extensive site visit (to be defined) a few weeks before the class. This extra time allows me to customize and add examples from your facility and adjust the verbal presentation to suit your needs. It is always good to meet some of the key players and see for myself some of the unique problems you face.

Option 4
Option 4

The third option is to conduct a maintenance audit survey that looks at all the aspects of maintenance, evaluates areas where improvements are possible, and slanting the training to the competencies needed to implement the upgrades uncovered in the survey.

more details about this course