About This Course

This course will explain the efficient shutdown & turnaround management process step by step with deep insights and important guidelines/best practices. It will provide participants with competence in the use of modern, well-proven approaches, tools, and techniques to achieve this desirable end result.

Who Should Attend The Course

This is a comprehensive core skills course for professionals dealing with all significant aspects of the management of shutdowns and turnarounds. This includes Maintenance Engineers, Maintenance Superintendents, Supervisors and Foremen, Maintenance Planning Engineers, Maintenance Planners/Schedulers, Shutdown Managers and coordinators, Project Engineers, Operation Engineers, Integrity Engineers, Technical Personnel, and Operations staff involved in Shutdowns

Know About Your Trainer

Our trainer is an Asset Management and Reliability Team Leader with more than 36 years of experience in Maintenance and Reliability, Maintenance Planning and Scheduling and Asset Management fields. He has led several teams such as Maintenance Planning and Scheduling Teams (thrice), Asset Management Team, Asset Management System Project Team, and Reliability and Data Management Team. He planned more than 40 major Shutdowns / Turnarounds and several major overhauls. He has also experience with EPC Mega Projects.

Course Outline:


  • Introduction
  • Shutdown Planning
  • Long Term Shutdown Strategy
  • Questions to be posed by Senior Management
  • Shutdown Cycles
  • Steering group concept
  • The Steering Group/Committee
  • The Purposes of the Steering Group
  • Shutdown Phases/Process
  • 1. Initial Phase (Assess Phase)
  • Mission
  • Decision
  • Inputs
  • Deliverables
  • Conceptual Development Activities
  • Assess– gate milestones
  • Controls during Initial Phase
  • Shutdown Organization


  • 2. Planning and Preparation Phase (Select Stage)
  • Mission
  • Decision
  • Inputs
  • Deliverables
  • Select – Gate Milestones
  • Shutdown Execution Strategy
  • Detailed Planning & Scheduling- Activities
  • Examples of Shutdown Formal Meetings
  • Documentation
  • Scope Development – Sources
  • Planning the Work Scope
  • Work Scope Elements
  • Planning Step One: Developing the Shutdown
  • Work List
  • Planning Step Two: Identify Task Relationships
  • Optimizing the Turnaround plan
  • Contingency planning
  • Defining emergent work
  • Finalizing the plan


  • Planning Step Three: Manpower Strategic
  • Planning
  • Planning Step Four: Estimate Work Packages
  • Planning Step Five: Calculate an Initial Schedule
  • Planning Step Six: Assign and Level Resources:
  • Develop Resource Plan
  • Planning Step Seven: Develop Procurement Plan
  • The safety plan
  • Planning Step Eight: Develop Quality Plan
  • The quality plan
  • The communications package
  • Critical Preparation Work
  • Contracting


  • 3. Pre- Shutdown (Define Phase)
  • Mission
  • Decision
  • Inputs
  • Deliverables
  • Safety Training
  • Activities During the Week Prior to Turnaround
  • Pre-shutdown Action Plan (Typical)
  • 4. Shutdown Execution Phase
  • Mission
  • Decision
  • Inputs
  • Deliverables
  • Shutdown execution Phase
  • Types of Work in Shutdown
  • Shutting the Plant Down
  • Shutdown Execution
  • Some Typical Operations Carried out During a
  • Refinery Turnaround
  • Commissioning
  • Definitions
  • Typical Project Phases (European Terminology)
  • Starting up the Plant (Commissioning)
  • Commissioning
  • Commissioning Phases


  • Closing out Phase (Operate Phase)
  • Terminating the Turnaround
  • Mission
  • Decision
  • Inputs
  • Deliverables
  • Closing out Phase Main Work
  • Administrative Closure
  • Documenting the Shutdown
  • Inspection Report
  • Inspection Certificates
  • Safety/Environmental Performance and
  • Procedures
  • Contractor Performance
  • Schedule Compliance
  • Costs
  • Final Report on the Shutdown
  • Key Performance Indicators for Plant Shutdown
  • Turnaround Leading Indicators
  • KPIs Used to Measure Shutdown Performance
  • Targets (Examples)
  • KPIs Used to Measure Shutdown HSE KPIs
  • (Example)
  • Examples of TA KPI Interpretation
  • Conclusion
  • Project Management Principles and Practices
  • as Planning and Scheduling Main Tool
  • Project Management Principles and Practices
  • Bar Charting Plans and Activities
  • Program Evaluation and Review Technique
  • (PERT)
  • Critical Path Method (CPM)
  • Milestones
  • Tracking Plans and Progress with Tracking Bar
  • Chart and Critical Path
  • Progress Report (S-Curve)
  • Why Use an S-curve?