Professional Documents
Culture Documents
[Assessment]
MODULES TO BE ASSESSED
RISK COST BENEFIT ANALYSIS TURNAROUND STRATEGY PLAN Safety / Environment Strategy Operations Strategy Execution Strategy Inspection Strategy Logistics Strategy Administration Strategy WORKLIST MANAGEMENT MATERIALS MANAGEMENT WORK PACKAGE PLANNING SCHEDULING CONTRACTING RESOURCE MANAGEMENT
NAME
PHONE
STATUS
Scheduled Tentative Return Scheduled Scheduled Scheduled Scheduled Scheduled Complete Re-Schedule Tentative Scheduled Tentative Scheduled
29-May-07 1:00 PM 29-May-07 1:00 PM 31-May-07 11:00 AM 29-May-07 3:00 PM 29-May-07 2:00 PM 29-May-07 10:00 AM 29-May-07 9:00 AM 30-May-07 11:00 AM 31-May-07 8:00 AM 30-May-07 8:00 AM 31-May-07 9:00 AM 31-May-07 10:00 AM 30-May-07 10:00 AM 31-May-07 10:00 AM
[Performance]
ASSESSMENT COMMENTS
2.1.1.20 2.1.1.21 2.1.1.22 2.1.2 2.1.2.1 2.1.2.2 2.1.2.3 2.1.2.4 2.1.2.5 2.1.2.6 2.1.2.7 2.1.2.8 2.1.2.9 2.1.2.10 2.1.2.11 2.1.2.12 2.1.2.13 2.1.2.14 2.1.2.15 2.1.2.16 2.1.2.17 2.1.2.18 2.1.2.19 2.1.2.20 2.1.2.21 2.1.2.22 2.1.2.23 2.1.2.24 2.1.3 2.1.3.1 2.1.3.2 2.1.3.3 2.1.3.4 2.1.3.5 2.1.3.6 2.1.3.7 2.1.3.8 2.1.3.9 2.1.3.10 2.1.3.11 2.1.3.12 2.1.3.13 2.1.3.14 2.1.3.15 2.1.3.16 2.1.3.17 2.1.3.18 2.1.3.19 2.1.3.20 2.1.3.21 2.1.3.21 2.1.3.22 2.1.3.23 2.1.3.24 2.1.3.25 2.1.3.26 2.1.3.27 2.1.3.28 2.1.3.29 2.1.3.30 2.1.4 2.1.4.1 2.1.4.2 2.1.4.3
Has a lock-out / tag-out procedure been established? Has the MSDS system been updated and available for execution? Has Operations been orientated by Safety on the safe work permit procedures? Operations Strategy Has Operations established a shutdown / startup strategy? Has Operations established a strategy for cleaning? Has Operations established a strategy of 'What-if" scenarios? Has Operations established a shutdown / startup schedule of activities? Has Operations identified support resources required? Has Operations identified containment and tankage required? Has Operations been orientated on the management of the detailed work execution schedule? Does Operations have a strategy to manage changes in their shutdown activities, i.e., longer duration? Has Operations established an organization chart with roles and responsibilities for this turnaround? Has Operations established radio protocol? Has Operations identified all work they wish to include in the turnaround, i.e., valves, leaks, etc. Has Operations flagged with colored tape the valves to be repaired, replaced, overhauled, etc. Has Operations determined what level of safety involvement and responsibility they have with Safety? Has Operations dedicated resources to planning for work package development? Has Operations worked with Safety to determine evacuation procedures? Has Operations established their working schedule for execution? Does Operations have a blind list established? Has Operations inventoried the blinds on-hand? Has Operations hung blind tags? Has Operations established a blinding procedure? Does Operations have a temporary line list established? Has Operations established a permitting process supported by procedures? Has Operations prepared an orientation for the permitting process? Has Operations prepared an plan for Vacuum Trucks Execution Strategy Has an execution strategy been developed? Has the execution plan been developed? Has Operations worked with the execution supervision to establish or orientate them on the strategy? Are 'What-if" scenarios included in the execution strategy? Have cleaning, circulation and cooling strategies been established? Have equipment criticality and priorities been established? Has a Work Breakdown Structure been determined? Is there a strategy to have execution supervision mobilized early enough to review the execution strategy? Have crane surveys been determined and established? Have critical areas, confined space, congested areas been determined? Has flagging for off-limit areas been determined and established? Is there a plan to orientate execution forces on the safe work permit procedure? Has Operations and Execution agreed on 'who' is responsible for managing the execution work? Has Operations established a PSV execution team or strategy? Have Turnaround Information Manuals been developed for Execution? Has Operations worked with Execution to determine scaffolding requirements? Has Execution surveyed the jobs that may require hoarding? Has Execution surveyed confined space, vessel entry, and hoisting work? Has Execution reviewed the work that requires equipment rentals and placement, i.e., welders, cranes, etc.? Has Execution established a strategy for weather related problems? Has Execution established a strategy for power, air, water, etc. requirements? Has Execution established a plan for power, air, water, etc. requirements? Has Execution established a strategy for lifting and hoisting, i.e., equipment, placement, structures, etc.? Has Execution established a plan for lifting and hoisting, i.e., equipment, placement, structures, etc.? Has Execution been orientated in the management and control of the daily shift schedule? Has Execution reviewed and approved all mobilization and logistics strategies and plans? Has Execution reviewed and approved all safety and environment strategies and plans? Has Execution reviewed and approved materials, consumables, etc.? Has Execution established hot-bolting procedures? Has Execution reviewed and approved all pre-turnaround work activities? Has Execution established or agreed to the execution shifting? Inspection Strategy Has an Inspection strategy been established? Has an Inspection plan been established? How well is the plan being executed?
2.1.4.4 2.1.4.5 2.1.4.6 2.1.4.7 2.1.4.8 2.1.4.9 2.1.4.10 2.1.4.11 2.1.4.12 2.1.4.13 2.1.4.14 2.1.4.15 2.1.4.16 2.1.5 2.1.5.1 2.1.5.2 2.1.5.3 2.1.5.4 2.1.5.5 2.1.5.6 2.1.5.7 2.1.5.8 2.1.5.9 2.1.5.10 2.1.5.11 2.1.5.12 2.1.5.13 2.1.5.14 2.1.5.15 2.1.5.16 2.1.5.17 2.1.5.18 2.1.5.19 2.1.6 2.1.6.1 2.1.6.2 2.1.6.3 2.1.6.4 2.1.6.5 2.1.6.6 2.1.6.7 2.1.6.8 2.1.6.9 2.1.6.10 3 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 3.10 3.11 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7
Has the Inspection department determined resource requirements and mobilization schedule? Has Inspection established their filing and document control process? Has Inspection developed an orientation for execution forces? Has Inspection identified all work including potential (found) work? Has Inspection established a strategy for found work? Has Inspection established a plan for found work? Has Inspection established the QA/QC requirements? Has Inspection determined their logistics plan and requirements? Has Inspection determined hold-points and testing procedures? Has Inspection established a method of tracking the status of each inspection during Execution Phase? Are Inspection and Test Plans developed for each related work activity? Has the Inspection department determined the welding procedures and Welder testing process? Has Inspection worked with Operations, Execution and Planning to develop the execution schedule? Logistics Strategy Has a logistics plan been established? Has a logistics strategy been develop? Is there a plot plan showing traffic, walking, restricted areas, smoking areas, etc.? Is there a plot plan showing buildings, trailers, laydown areas, etc? Is there a mobilization / demobilization plan for equipment, services, etc. Is there a strategy for transportation? Is there a strategy for subsistence, hotel, camp, etc.? Is there a strategy for weather related issues, i.e., shelters, heaters, etc.? Have smoking areas been established? Have smoking policies been established? Have power, telephone, water, etc. requirements been established? Have roadways been cleared for heavy equipment hauling? Has signage been established? Have hot-shot strategies been established? Have PSV management, shipping, crating, transportation, receiving, etc. been established? Have barricaded, fences, etc. been determined, erected or established? Have fuel, water, equipment tracking sheet been established Have radio communication strategies been established Have logistics tracking forms been created? Administration Strategy Is there an administrative strategy in place to control costs? Is there a method in place to capture real-time costs? Has a service company been contracted to manage costs? Is there an administrative strategy in place for timekeeping, payroll, invoice management, etc.? Is there an administrative plan in place for timekeeping, payroll, invoice management, etc.? How well is the execution plan working? Are performance management methods integrated into the cost / administrative strategy? Have cost reports and reporting mechanisms been established? Have costing and administrative duties been defined and assigned? Is there a strategy to capture Green Cards for ProAct Entry and reporting? WORKLIST MANAGEMENT Have all worklist items been identified on a control sheet or management software? Is the control and management of the worklist items assigned to a key person? Have work types been assigned to worklist items to determine when they were approved, i.e., Normal, Late? Have worklist items been categorized by work type, i.e., routine, turnaround, project, etc.? Have worklist items been prioritized? Can worklist items be filtered, sorted, grouped, etc. by requestor, date, priority, area, etc.? Does a library of worklist items exist by equipment type, unit or area specific to a process? Have worklist items all been assigned to someone with the responsibility of planning and estimating? Is the worklist available to everyone to view (read-only)? Does the worklist have provisions for cost estimates? Does the worklist have provisions for progressing status? MATERIALS MANAGEMENT / SUPPLY CHAIN Is there a formal defined materials management process in place? Is there a clear communication method between materials management and planning? Is there a data management process in place between the scheduling software, CMMS and materials? Are laydown areas identified and established? Have shipping and receiving methods been established? Have long-lead delivery and critical items been identified? Have all consumable requirements been identified?
4.8 4.9 4.10 4.11 4.12 4.13 4.14 4.15 4.16 4.17 4.18 4.19 5.1 5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 5.1.6 5.1.7 5.1.8 5.1.9 5.1.10 5.1.11 5.1.12 5.1.13 5.1.14 5.1.15 5.1.16 5.1.17 5.1.18 5.1.19 5.1.20 5.1.21 5.1.22 5.1.23 5.1.24 5.2 5.2.1 5.2.2 5.2.3 5.2.4 5.2.5 5.2.6 5.2.7 5.2.8 5.2.9 5.2.10 5.2.11 5.2.12 5.2.13 5.2.14 5.2.15 5.2.16 5.2.17 5.2.18 5.2.19 5.2.20 5.2.21 5.2.22 5.2.23 5.2.24 6 6.1
Have tool rental and tool requirements been identified? Have tool and materials trailers / tents / warehouses etc. been identified? Has the materials management group prepared an organization chart with roles and responsibilities? Have strategies been determined for 'What-if' materials for potential found work? Have all services and rental equipment been determined and established? Is there a bag and tag system in place for each worklist item? Has materials management prepared an orientation for execution supervision? Has materials management been orientated on the execution schedule management methods? Has materials management established their cost / payment tracking system and performance reports? Has materials management identified resource requirements, logistics, transportation, etc.? Has materials management determined the responsibilities of the contractor and execution forces? Has materials management determined a strategy for material traceability? WORK PACKAGE PLANNING - OPEX Has a planning trailer or office been established? Does Planning have sufficient resources, office equipment, computers, administration assistance, etc.? Do Field Planners have planning and estimating forms? Is there a Planning Organization Chart? Are the Planner roles and responsibilities defined and recorded? Has the Planned Job Package filing system been established? Are the Planners tracking Planned Job Package development status? Is the status of Planned Job Packages sufficient to ensure completion in time for scheduling? Is planning based on benchmark estimates? Does planning include programming (scheduling) parameters, i.e., shifting, function codes, restrictions, etc.? Does planning include productivity factors for various activities or crafts? Does planning include 'What-if' scenarios for potential or found work? Is planning and estimating accomplished with the assistance of all departments? Are individual worklist item plan job activities entered into a the scheduling software? Do all worklist plan job activities include resources, crafts, tool, materials, equipment, services, etc.? Are library files of worklist standard job plans available? Is previous history (actual hours) available for planning of worklist items? Have planning responsibilities been established for the execution stage, i.e., planning found work? Have Planner responsibilities been established for the execution stage, i.e., updates, shifting, reports? Have Planner shift schedules been determined for the execution stage? Is a Planner assigned to the backshift (nightshift)? Has the Planner prepared and/or conducted an orientation for execution supervision? Have planned job package books been assembled for execution supervision? Have planned job package document controls been established? WORK PACKAGE PLANNING - CAPEX Has a planning trailer or office been established? Does Planning have sufficient resources, office equipment, computers, administration assistance, etc.? Do Field Planners have planning and estimating forms? Is there a Planning Organization Chart? Are the Planner roles and responsibilities defined and recorded? Has the Planned Job Package filing system been established? Are the Planners tracking Planned Job Package development status? Is the status of Planned Job Packages sufficient to ensure completion in time for scheduling? Is planning based on benchmark estimates? Does planning include programming (scheduling) parameters, i.e., shifting, function codes, restrictions, etc.? Does planning include productivity factors for various activities or crafts? Does planning include 'What-if' scenarios for potential or found work? Is planning and estimating accomplished with the assistance of all departments? Are individual worklist item plan job activities entered into a the scheduling software? Do all worklist plan job activities include resources, crafts, tool, materials, equipment, services, etc.? Are library files of worklist standard job plans available? Is previous history (actual hours) available for planning of worklist items? Have planning responsibilities been established for the execution stage, i.e., planning found work? Have Planner responsibilities been established for the execution stage, i.e., updates, shifting, reports? Have Planner shift schedules been determined for the execution stage? Is a Planner assigned to the backshift (nightshift)? Has the Planner prepared and/or conducted an orientation for execution supervision? Have planned job package books been assembled for execution supervision? Have planned job package document controls been established? SCHEDULING Has the scheduling software been established?
6.2 6.3 6.4 6.5 6.6 6.7 6.8 6.9 6.10 6.11 6.12 6.13 6.14 6.15 6.16 6.17 6.18 7 7.1 7.2 7.3 7.4 7.5 7.6 7.7 7.8 7.9 7.1 7.1 7.11 7.12 7.13 7.14 7.15 7.16 7.17 7.18 7.19 7.20 8 8.1 8.2 8.3 8.4 8.5 8.6 8.7 8.8 8.9 8.10 8.11
Has someone been assigned the responsibility of schedule management? Has an electronic backup system been implemented for the schedule? Have all scheduling parameters been determined, i.e., shifting, loading, productivity factors, etc.? Has the Work Breakdown Structure been determined and outlined on the project schedule? Is there only one project schedule for all work to be performed including project work? Has the reporting system been established and reports designed? Has a scheduling methodology been established to ensure a flexible dynamic execution schedule? Have 'What-if' scenarios been completed, i.e., shifting, equipment priority, performance, resources? Has scheduling prepared an orientation? Has each department been involved in the development of the project schedule? Has each department reviewed and approved the project schedule or method of schedule development? Have schedule status update methods been determined and approved? Has the contractor been involved or reviewed the schedule? Have schedule simulations been completed? Have all critical jobs, or potential critical jobs, been identified? Have all worklist items been prioritized? Has any work been flagged for work that can be executed in spite of poor weather? CONTRACTING Has a contracting strategy been established? Has a contracting plan been established? How well is the contracting plan being executed? Has a prime contractor been determined? Have all contractors been determined and established? Have contractors been involved been given an orientation on the status of the turnaround project? Have contractors established their organization charts with roles and responsibilities? Have contractors provided their safety and quality programs for review? Have contractors established their logistic requirements, i.e. trailers, transportation, mobilization schedule? Have contractors established their administration procedures, requirements, force reporting, etc. Have contractors identified their entrance permit and equipment mobilization requirements? Have contractors determined their communication systems, radios, computers, office equipment, etc.? Have contractors determined their strategy for 'What-if' scenarios, i.e., resource restrictions, breakdowns? Have contractors determined their requirements for water, steam, air, chemicals, gas, etc.? Have contractors determined their strategy for equipment management, fueling, relocation, barriers, etc.? Has each contractor determined their training requirements or training plans? Has each contractor determined their QC strategy? Has each contractor determined their performance reporting and management strategy? Has each contractor established their orientation process, have they included the owner / client? Has each contractor established their meeting and communication plan / methods? Is the contractor aware of the field change management system? RESOURCE MANAGEMENT Has a resource management strategy been determined and implemented? Have all resource requirements been determined? Have resource contingencies been determined? Have resource roles and responsibilities been identified? Have resource training requirements been established? Have labor relations procedures been defined? Have resource orientations been established? Have resource certification procedures and document details been established? Have resource corrective action systems been put in place? Has a resource layoff system been established? Have resource performance measurement systems been established?
MODULES ASSESSED
RISK COST BENEFIT ANALYSIS TURNAROUND STRATEGY PLAN Safety / Environment Strategy Operations Strategy Execution Strategy Inspection Strategy Logistics Strategy Administration Strategy WORKLIST MANAGEMENT MATERIALS MANAGEMENT WORK PACKAGE PLANNING - OPEX WORK PACKAGE PLANNING - CAPEX SCHEDULING CONTRACTING RESOURCE MANAGEMENT
ACTION
RESPONSIBILITY
DUE DATE
POSSIBLE TOTAL
100%
67%
[Action Items]
SCHEDULING, 15% WORK PACKAGE PLANNING - OPEX, 5% WORK PACKAGE PLANNING - CAPEX, 5% MATERIALS MANAGEMENT, 10% WORKLIST MANAGEMENT, 5%
Execution Strategy
Inspection Strategy Logistics Strategy
Administration Strategy
WORKLIST MANAGEMENT
Execution Strategy, 5%
Inspection Strategy, 5%
MATERIALS MANAGEMENT
Logistics Strategy, 5%
CONTRACTING
RESOURCE MANAGEMENT
Administration Strategy, 5%
Actual Score
100%
10% 0%
4%
4%
3%
2%
3%
3%
3%
5%
6%
3%
4%
8%
4%
3%
67%
Inspection Strategy
CONTRACTING
WORKLIST MANAGEMENT
MATERIALS MANAGEMENT
SCHEDULING
Administration Strategy
Execution Strategy
Operations Strategy
Logistics Strategy
RESOURCE MANAGEMENT
POSSIBLE TOTAL
ITEMS PLANNED
Work Order
Department
Responsible
Comment