Pideya Learning Academy

Shutdown and Turnaround Practices for Refineries

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
10 Feb - 14 Feb 2025 Live Online 5 Day 2750
24 Mar - 28 Mar 2025 Live Online 5 Day 2750
21 Apr - 25 Apr 2025 Live Online 5 Day 2750
23 Jun - 27 Jun 2025 Live Online 5 Day 2750
07 Jul - 11 Jul 2025 Live Online 5 Day 2750
04 Aug - 08 Aug 2025 Live Online 5 Day 2750
13 Oct - 17 Oct 2025 Live Online 5 Day 2750
01 Dec - 05 Dec 2025 Live Online 5 Day 2750

Course Overview

Refinery shutdowns and turnarounds are pivotal moments in the lifecycle of oil and gas facilities—offering an opportunity to restore, upgrade, and ensure the continued safety and reliability of critical infrastructure. Yet, these operations are also among the most complex, expensive, and high-risk activities in the industry. Poorly planned shutdowns often result in extended downtime, missed production targets, safety hazards, and significant financial losses. To address these challenges, Pideya Learning Academy introduces its advanced course Shutdown and Turnaround Practices for Refineries, specifically designed to equip professionals with the knowledge, tools, and strategies needed for successful planning and execution.
Industry data underscores the importance of structured shutdown management. McKinsey & Company reports that the average refinery experiences a full turnaround every 4 to 5 years, with partial shutdowns occurring more frequently—every 2 to 3 years. Improperly managed turnarounds can lead to cost overruns of 15% to 20% and production delays that result in losses amounting to millions of dollars. However, when executed effectively, shutdowns can enhance asset performance, increase operational safety, and extend equipment life while ensuring full regulatory compliance.
This course offers a structured methodology for managing the entire shutdown lifecycle—from initial scoping and resource planning to post-turnaround evaluation and continuous improvement. Participants will gain a deep understanding of how to align shutdown objectives with organizational goals, balance technical priorities with budgetary constraints, and foster collaboration among multidisciplinary teams.
Throughout the training, learners are introduced to current best practices and digital tools that enable more accurate forecasting, real-time tracking, and proactive risk mitigation. The course blends technical frameworks with organizational insights to empower participants to reduce uncertainty, enhance safety, and meet performance targets more consistently.
Key highlights of the training include:
Comprehensive lifecycle approach covering all phases of refinery shutdown and turnaround operations
Proven budgeting techniques and strategies for cost containment in capital-intensive shutdowns
Advanced scheduling methods, including milestone tracking and contractor integration models
Application of risk management tools for identifying, evaluating, and mitigating operational hazards
Integration of Computerized Maintenance Management Systems (CMMS) and turnaround planning software for data-driven decision-making
Regulatory alignment through proper documentation and compliance with environmental, health, and safety standards
Strategies to foster cross-functional collaboration between operations, maintenance, procurement, and HSE teams
Through this Pideya Learning Academy program, participants will learn to manage refinery shutdowns and turnarounds with greater clarity, precision, and agility. The course is structured to offer both strategic perspective and technical depth, supporting professionals in delivering shutdowns that are on time, on budget, and aligned with business outcomes.
By the end of the course, participants will be better positioned to anticipate and navigate the challenges inherent to shutdowns, reduce downtime, and enhance plant performance. Whether you are a plant manager, maintenance planner, or project engineer, this training delivers actionable insights and frameworks that will elevate your shutdown execution capabilities and strengthen organizational resilience.

Key Takeaways:

  • Comprehensive lifecycle approach covering all phases of refinery shutdown and turnaround operations
  • Proven budgeting techniques and strategies for cost containment in capital-intensive shutdowns
  • Advanced scheduling methods, including milestone tracking and contractor integration models
  • Application of risk management tools for identifying, evaluating, and mitigating operational hazards
  • Integration of Computerized Maintenance Management Systems (CMMS) and turnaround planning software for data-driven decision-making
  • Regulatory alignment through proper documentation and compliance with environmental, health, and safety standards
  • Strategies to foster cross-functional collaboration between operations, maintenance, procurement, and HSE teams
  • Comprehensive lifecycle approach covering all phases of refinery shutdown and turnaround operations
  • Proven budgeting techniques and strategies for cost containment in capital-intensive shutdowns
  • Advanced scheduling methods, including milestone tracking and contractor integration models
  • Application of risk management tools for identifying, evaluating, and mitigating operational hazards
  • Integration of Computerized Maintenance Management Systems (CMMS) and turnaround planning software for data-driven decision-making
  • Regulatory alignment through proper documentation and compliance with environmental, health, and safety standards
  • Strategies to foster cross-functional collaboration between operations, maintenance, procurement, and HSE teams

Course Objectives

After completing this Pideya Learning Academy training, the participants will learn:
How to effectively plan and manage refinery shutdown and turnaround projects
Strategies for cost optimization and budget control during shutdown operations
Techniques for risk identification, assessment, and mitigation
Approaches to improve safety and regulatory compliance in turnaround projects
Methods to enhance resource allocation, scheduling, and workforce management
Best practices for minimizing downtime and maximizing operational uptime
Coordination techniques between internal departments and external contractors
Use of digital planning tools and performance metrics in turnaround planning

Personal Benefits

Improved capability to lead and support refinery turnaround projects
Deeper understanding of planning, budgeting, and scheduling complexities in shutdowns
Enhanced problem-solving skills in high-pressure operational environments
Exposure to international best practices and risk management techniques
Career advancement opportunities in plant operations, maintenance, and project management

Organisational Benefits

Enhanced capacity to manage high-risk refinery operations with improved planning and execution
Reduced financial and operational risks associated with extended downtimes
Stronger interdepartmental collaboration and communication during critical shutdown phases
Improved compliance with environmental, health, and safety regulations
Streamlined workflows and cost-effective contractor management strategies

Who Should Attend

This Pideya Learning Academy training is highly recommended for:
Plant managers, operations engineers, and technical supervisors
Maintenance planners and reliability engineers
Shutdown and turnaround coordinators
Project managers and cost controllers in the oil & gas industry
HSE officers and compliance professionals involved in refinery operations
Engineers and professionals seeking to enhance their turnaround management expertise

Course Outline

Module 1: Fundamentals of Refinery Outages and Maintenance Intervals
Overview of asset-intensive operations in refining Lifecycle management of plant operations Strategic value of scheduled outages Industry benchmarks and KPIs for turnarounds Operational constraints and common bottlenecks Introduction to shutdown-related project controls
Module 2: Outage Preparation and Strategic Planning
Defining scope and alignment with operational goals Project charter and stakeholder identification Timeline structuring and milestone planning Alignment of work breakdown structures (WBS) Governance models and planning hierarchies Change control procedures in planning
Module 3: Budget Structuring and Cost Optimization
Lifecycle cost estimation models CapEx vs OpEx allocation strategies Budget forecasting tools for outages Vendor bid analysis and cost benchmarking Earned Value Management (EVM) for shutdowns Post-execution cost variance analysis
Module 4: Integrated Risk and Reliability Engineering
Process hazard analysis and HAZOP Maintenance Risk Index (MRI) methodology Scenario planning and Monte Carlo simulations Redundancy design and criticality analysis Job safety analysis (JSA) integration Emergency scenario readiness and drills
Module 5: Workforce Planning and Asset Resource Allocation
Labor forecasting and crew planning Trade-specific resource allocation Multi-discipline coordination matrices Shift scheduling and fatigue management Gantt chart and resource histogram analysis Agile resource reallocation models
Module 6: Field Execution and Operational Oversight
Daily execution workflows and check-ins Frontline supervision and task prioritization Integrated permit-to-work systems Field-level quality assurance controls Task-level performance dashboards Communication nodes and reporting chains
Module 7: Environmental and Occupational Compliance Framework
Environmental monitoring requirements Waste management and emissions control Regulatory interfaces and legal reporting Contractor HSE induction and protocols Permit compliance documentation Near-miss tracking and trend analysis
Module 8: Advanced Equipment Diagnostics and Asset Integrity
Fitness-for-service (FFS) evaluations Condition-based monitoring (CBM) systems Ultrasonic, radiographic, and thermal inspection Repair methodology documentation Corrosion mapping and metallurgy checks Verification of work packs and punch lists
Module 9: Supplier Oversight and Contractual Alignment
Vendor qualification and onboarding Scope packages and service level agreements (SLAs) Onsite audits and compliance scoring Interface management across contractors Dispute escalation and resolution planning Incentivization and penalties in contracts
Module 10: Review Mechanisms and Forward Planning
Structured close-out reporting framework Turnaround scorecard and dashboard metrics Gap analysis and lessons log creation Audit trails and knowledge repositories Action item matrix for future shutdowns Strategic readiness for next event cycle
Module 11: Digital Ecosystem for Shutdown Optimization
Digital twin applications for outage modeling AI-powered work package prioritization Cloud-based scheduling and workflow apps Real-time data integration via IoT sensors Predictive analytics for asset failure Paperless inspection and reporting tools
Module 12: Industrial Benchmarking and Sector Insights
Comparative studies of large-scale turnarounds Root causes behind schedule/cost overruns Lessons from global refinery case studies Expert insights through virtual panels Decision-tree application for field dilemmas Best-in-class practices and emerging trends
Module 13: Process Safety and Shutdown Interface Protocols
Shutdown impact on process safety layers Functional testing of safety instrumented systems Interlock verification and override controls Control of energy (LOTO) processes Mechanical integrity assessments Integration with PSSR (Pre-Startup Safety Review)
Module 14: Shutdown Performance Metrics and Continuous Improvement
KPI framework for operational excellence Time-on-tools (TOT) effectiveness measurement Shutdown maturity model (SMM) scoring Dashboard visualization of turnaround health Continuous improvement charters ISO and API standards alignment

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