• Establishing the vision and objectives – the core project team,steering committee and key stakeholders
• Developing the critical path and expected milestones
• Identifying the resource needs and providing the team with the materials, parts and equipment needed for optimal execution
• Identifying work scope and planning activities, securing contract service providers
• Identifying and managing known and potential risks
• Developing the pre-turnaround execution schedule and readiness reviews

Syncrude typically has a major turnaround every year with 2000-2500 workers over 4-5 months. Plans are underway for the 2012 and 2013 turnaround season. Explore the turnaround strategy for a major oil sands shutdown

• Designing the optimal shutdown plan including framework and work preparation
• Formulating the plan of action for assembling and sourcing skilled workers and the turnaround team
• Methods to reduce your shutdown times through long term planning
• How to avoid overcosting mistakes through detailed planning methods
• Overcoming the challenge of unforeseen issues with effective preparation techniques

• Grasping why the planning and readiness reviews are so important for keeping in control of scope and on schedule
• Determining which items need to be discussed and included on the readiness template
  • Assessing which critical line items are missing
• Insight on how to verify which topics should be monitored and considered in the reviews
• Creating key shutdown benchmarks by utilizing your planning and readiness reviews
• Knowing who and what need to be included in the reviews

Using a coal-fired electricity plant as an example, you will learn how SaskPower moved from a reactive way of doing shutdowns to a more process oriented and structured way of managing shutdowns.

• Planning and schedule development for both internal and external personnel
• Managing the execution of the shutdown
• Real-time reporting to give you a decision making advantage
• Learning from the ‘lessons learned’ experience
• How the use of technology can help you achieve the desired benefits(cost and schedule)

Learn from the shutdown practices of a 115,000 barrel per day oil refi nery in Newfoundland that receives supplies from Russia, Venezuela and the Middle East

• Improving shutdown planning with critical path selection methods
• Minimizing the risk of project deviation with optimization techniques
• Effectively monitoring the critical path for improved mapping of project progression
• Assigning roles and responsibilities for key milestone deliverables
• Ensuring objectives are met at each pre-planning phase before advancing through the next phase

• Current plans for investing in training and mentorship programs
• Assessing labour and skills requirements by working closely with labour providers, labour unions and owner stakeholders
• Examining incentive programs to attract and retain quality workers
• How are labour requirements in remote locations currently being managed and what plans are in place for the expected increase in labour shortages?

A case study on the resource management response due to the 2011 forest fire emergency in the Wood Buffalo Region that occurred while executing two major turnaround events.

• Managing the evacuation – ensuring the safety of both people and plant
• Re-mobilization and safe return to work
• Lessons learned

Expert Panel with Speakers from the Day

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In this session, Fred Hallett will discuss how they reached the decision to work with a principal contractor for the first time during their turnaround, as well as the challenges, benefits and lessons learned. He will also highlight the many improvements to their refinery following the 2011 turnaround.

While planning is key to an effective shutdown, no less critical is how plans are put into action at the execution phase

• Optimizing the preparation and planning period
• Best methods for effectively executing the work order
• Managing scope and scope creep
• Schedule progress updating and reporting
• Latest tools and techniques for schedule forecasting
• Responding to and managing found work discovery and repair
• Monitoring and controlling costs during execution

Learn how Suncor Oil Sands achieved world class safety performance during execution of their spring 2011 Upgrader 2 turnaround, the largest in company history, involving 5000 people over 41 days

• Enabling improved safety performance using Suncor’s Leadership Commitment Program
• Establishing safety as the clear priority
• Its more than the tools - The importance of visible engagement from turnaround leadership
• Getting real, meaningful engagement from all stakeholders
• Going beyond statistics - Creating an effective response to target focus areas

• Evaluating the initial course of action to take in the occurrence of an unplanned shutdown
• Executing the plan to move forward when an unplanned shutdown occurs
• How to make the unplanned outage a lean one

Husky Energy successfully completed a turnaround at the Lloydminster Upgrader which involved over 2,000 employees and contractors and was the largest scheduled maintenance turnaround in the company’s history

• Outlining the learnings from the shutdown strategy, planning and execution
• Planning and scheduling the shutdown and maintenance of the Lloydminster upgrader and the challenges inherent in maintaining something of its size and complexity
• Discussing how those challenges are addressed through
  • planning and scheduling of preventative maintenance
  • an asset management strategy tailored to fit the upgrader's specifics
  • a proactive culture throughout the workforce
• Detailing the upgrader's experience with scaling up and adjusting maintenance plans and initiatives as the operation grows, upgrades, and removes bottlenecks
• What lessons were learned that will be applied to future turnarounds?

• Understanding some of the key differences between OH&S regulations in Alberta, BC and Saskatchewan
• Comparing and contrasting critical legislative requirements for incident management and reporting obligations between those provinces
• Strategies to effectively streamline inter-provincial operations to ensure company-wide regulatory compliance

Learn how SemCAMS planned and executed their turnarounds for their world-class natural gas facilities. They are currently planning for a 2012 turnaround.

• Managing and defining the work scope
• Cost tracking and developing a daily reporting procedure to determine how the budget is performing compared with tasks completed
• Tracking the shutdown through the execution phase for a clear understanding of progress so necessary actions can be taken to bring the shutdown back on to schedule and budget
• Using shutdown software planning tools for improved productivity and maximizing efficiency
  • Examining the risks associated with implementing a new software tool
• Contractor commitment – defining the work scope, project timeline

Examining the turnaround of a SAGD oil facility from initial planning stages to closing. This case study will place particular emphasis on how to close the project and set up for closing success

• Completing the turnaround
  • Effective closing
  • Reconciling costs and billing
  • Lessons learned and preparing for the next turnaround
• Demobilizing equipment and completing the housekeeping
• Reconciling the CMMS work order
• Compiling lessons learned
• Processing the turnaround administrative closure
• Conducting the post turnaround review meeting
• Managing invoice payments
• Reconciliation of materials
• Ensuring next steps and documentation are in place to manage the quality of the start-up procedure for the next turnaround