Outline – Shutdowns, Turnarounds, and Outages – a Two Day Seminar

A shutdown, turnaround, or outage can be the biggest and most complicated demand on maintenance resources. Modern project management methods can enable a maintenance professional to identify, plan, staff and coordinate the effort of hundreds of workers and their support equipment while minimizing downtime and costs. A review and demonstration of current project management software makes this seminar especially relevant for today's planner, outage, or turnaround manager.

Identifying Needed Work

  • Setting Up Shutdown Files
  • Backlog, PM, and PDM Record Review
  • Probing Equipment History
  • Identifying Pre-Shutdown Work
  • Checklists and Action Item Lists
  • Soliciting the Input
    - Shutdown Meeting Agenda
    - Structured Group Interviews
  • Identifying Start-up Activity
  • Compiling Identified Work

Defining the Scope of Work

  • Defining the Constraints
  • Establishing a Shutdown Budget
  • People Management
  • Prioritizing the Proposed Work
  • New Work - What's Allowed?
  • Contract Work
    - Labor and Technical Support
    - Managing Off-site Work
  • Efficient Shift and Crew Schedules

Planning the Shutdown

  • Determining Lead Time Required for Successful Project Planning
  • The Shutdown Organization
    - Choosing the Manager
    - Building the Team
  • Planning and Estimating Jobs
  • Work Packages
  • Materials Management
    - Handling Lead Times and Staging
    - Working with the Storeroom
    - Logistics

Planning the Shutdown (continued)

  • Including Operations
    - Effective Use of Operations Personnel
    - Start-up Activities
  • Risk Management
    - Identifying the Risks
    - Qualifying the Risks
    - Risk Response
  • Accounting for Shutdown Costs

Shutdown Scheduling

  • Critical Path Scheduling
  • Resource Load Leveling
  • Dealing with Uncertainty in Job Estimates
  • A Maintenance CPM Exercise
  • Project Management Software
    - Review and Demonstration of Software Applications
  • Tracking Shutdown Materials
  • Coordinating Support Equipment


  • Shutdown Master Schedule
  • Developing Daily Schedules
  • Status Reports and Updates
  • Job Status Update
  • Shutdown Safety and OSHA Requirements


  • Project Review Meetings
  • Compliance to Schedule and Cost Review
  • Completed Work & Quality Review
  • Contractor Performance Review
  • Final Report Formats
  • The Shutdown File