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1© Life Cycle Institute© Life Cycle Institute
Shutdown, Turnaround and Outage Competency
Improvement Program
Developed by Joel Levitt and the Life Cycle Institute
2© Life Cycle Institute
Clients who have implemented Shutdown, Turnaround
and Outage (STO) best practices have seen these
benefits:
• 20% shorter downtime
• 40% decrease in start-up time
• Achieving stable output days
sooner
• Less waste
• Greater utilization of resources
• Fewer instances of
improvisation
• Increased yield
• Uncompromised quality, safety
and compliance
• Cost savings on labor,
materials and rentals
3© Life Cycle Institute
A three-week best practices program developed
by Joel Levitt and the Life Cycle Institute

• Assessment of current processes and
procedures
• Workshop: Leadership for Shutdowns,
Turnarounds and Outages

• Workshop: Planning for Shutdowns,
Turnarounds and Outages
• Individual coaching on STO planning
 • Re-assessment of how practices have
been applied
4© Life Cycle Institute
Week 1
• Assess the organization’s current shutdown
processes and procedures
• Set goals based on gaps identified in
assessment
• Guide development of processes and
procedures to reflect best practices
• Deliver 2-day Leadership for Shutdowns
Turnarounds and Outages workshop
5© Life Cycle Institute
In the Leadership for Shutdowns, Turnarounds and
Outages workshop, participants will learn how to:
Assess their leadership and decision-making style
Motivate teams and sustain morale during a planned
outage
Cope with difficult situations and people
Practice verbal and non-verbal communication
techniques
Handle the legal side of a shutdown
Develop a personal action plan to increase
productivity
Week 1
6© Life Cycle Institute
Leadership for Shutdowns, Turnarounds and
Outages
2-day workshop
1.4 Continuing Education Units (CEUs)
Private
Workshops may be tailored to your specific needs and
delivered at your site.
STO Competency Improvement Program
This course is delivered as part of the three-week STO
Competency Improvement Program
Week 1
7© Life Cycle Institute
Who Should Attend
• Maintenance Managers
• Maintenance Supervisors
• Key Staffers in Heavy Maintenance Environments,
• Shutdown/Outage Team Members such as
– Maintenance Engineers
– Planners
– Project Managers
– Outage Planners
– Project Engineers
• Non-Maintenance Managers responsible for shutdowns
• Site Personnel with potential to lead and manage future outages
Week 1
8© Life Cycle Institute
Shutdown leadership rests on three legs
PEOPLE SKILLSMANAGEMENT
SKILLS
TECHNICAL
SKILLS
Week 1
9© Life Cycle Institute
Motivational Techniques
Recognition Treat people
with respect
Offer Training Give them
power or
ownership
Week 1
10© Life Cycle Institute
Leading shutdowns requires effective
communications
Communicate to support management objectives
Watch body language - 70% of communication comes from
non-verbal cues
Be mindful of differences in communication across genders,
cultures, ethnicities, and class
Week 1
11© Life Cycle Institute
What is a contract?
When are contracts needed?
Types of contracts
Rules of contracts
Making contract revisions
Request bids
To handle the legal side of shutdowns, leadership
must know…
99
1
Week 1
12© Life Cycle Institute
Week 2
• Deliver 3-day Planning for Shutdowns,
Turnarounds and Outages workshop
• Individual coaching on STO
• Set goals based on gaps identified in Week 1
assessment
13© Life Cycle Institute
Participants will learn how to:
Evaluate the effectiveness of your shutdown effort
Measure shutdown efficiency
Formulate good contractor relations
Unearth tools and technologies to create a backbone
for effective plant maintenance and reliability
Reduce unnecessary costs
Develop a checklist of everything to consider before
the shutdown
Week 2
14© Life Cycle Institute
Planning for Shutdowns, Turnarounds and
Outages
3-day workshop
2.1 Continuing Education Units (CEUs)
Public
Open enrollment
Private
Workshops may be tailored to your specific needs and
delivered at your site.
STO Competency Improvement Program
This course is delivered as part of the three-week STO
Competency Improvement Program
Week 2
15© Life Cycle Institute
Who Should Attend
• Maintenance
Planner/Schedulers
• Production Supervisors
• Storeroom Managers
• Maintenance Managers
and Supervisors
• Operation Coordinators
• Plant Engineers
• Outage Coordinators
• Reliability Engineers
• Facilities Managers
• Project Managers
• Asset Management
Specialists
• Quality Assurance
• Procurement
Week 2
16© Life Cycle Institute
Many project areas are impacted by shutdown size
education@LCE.com
Money spent
Duration
Lead time
Project software
Contractors
Team organization
Week 2
17© Life Cycle Institute
Target waste during a shutdown
One idea can save
thousands of $ in waste
Lean is war against
waste and part of your
lean maintenance effort
Find the easiest waste
and eliminate it
Week 2
18© Life Cycle Institute
Scoping the Shutdown
Look for
work
Assess
condition
Validate
work
Prioritize
work
Plan
work
Week 2
19© Life Cycle Institute
Shutdown Manager Must be Vigilant for Risk
Consequences
• Risk to duration of the shutdown
• Risk to cost of the shutdown
• Risk to quality of product after start-up
• Risk to the workers, the public or the
environment
Week 2
20© Life Cycle Institute
Week 3
• Coaching on how to apply the tools and
techniques learned Week 1 and Week 2
• Guidance on embedding these best practices
into the organization’s culture
• Goal progress assessment, accountability and
encouragement
21© Life Cycle Institute
The Life Cycle Institute uses 3A Learning® to
build competency
Align ApplyAssimilate RESULTS
Establishing clear
alignment on
expectations
Delivering active
classroom learning
experiences
Hands-on coaching to
embed best practices
into culture
22© Life Cycle Institute
3 Reasons to Choose the Life Cycle Institute
Building competency is what we DO!
Our team of learning professionals understands what it takes before,
during and after training to change behavior to produce results!
LCI instructors are trained learning facilitators
Rigorous facilitator qualification and certification process
Focus on the learning process and transfer to the job
Engage learners, reinforce relevancy and integrate prior experience
LCI training is an active experience
Learning by doing vs. lecture
Group activities, assessments, case studies
Network with peers
Develop action plans to drive results post-training



23© Life Cycle Institute
Education@LCE.com
www.LCE.com
800-556-9589
The Life Cycle Institute is the learning, leadership and
change management practice at Life Cycle Engineering.

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Shutdown Turnaround and Outage Competency Improvement Program

  • 1. 1© Life Cycle Institute© Life Cycle Institute Shutdown, Turnaround and Outage Competency Improvement Program Developed by Joel Levitt and the Life Cycle Institute
  • 2. 2© Life Cycle Institute Clients who have implemented Shutdown, Turnaround and Outage (STO) best practices have seen these benefits: • 20% shorter downtime • 40% decrease in start-up time • Achieving stable output days sooner • Less waste • Greater utilization of resources • Fewer instances of improvisation • Increased yield • Uncompromised quality, safety and compliance • Cost savings on labor, materials and rentals
  • 3. 3© Life Cycle Institute A three-week best practices program developed by Joel Levitt and the Life Cycle Institute  • Assessment of current processes and procedures • Workshop: Leadership for Shutdowns, Turnarounds and Outages  • Workshop: Planning for Shutdowns, Turnarounds and Outages • Individual coaching on STO planning  • Re-assessment of how practices have been applied
  • 4. 4© Life Cycle Institute Week 1 • Assess the organization’s current shutdown processes and procedures • Set goals based on gaps identified in assessment • Guide development of processes and procedures to reflect best practices • Deliver 2-day Leadership for Shutdowns Turnarounds and Outages workshop
  • 5. 5© Life Cycle Institute In the Leadership for Shutdowns, Turnarounds and Outages workshop, participants will learn how to: Assess their leadership and decision-making style Motivate teams and sustain morale during a planned outage Cope with difficult situations and people Practice verbal and non-verbal communication techniques Handle the legal side of a shutdown Develop a personal action plan to increase productivity Week 1
  • 6. 6© Life Cycle Institute Leadership for Shutdowns, Turnarounds and Outages 2-day workshop 1.4 Continuing Education Units (CEUs) Private Workshops may be tailored to your specific needs and delivered at your site. STO Competency Improvement Program This course is delivered as part of the three-week STO Competency Improvement Program Week 1
  • 7. 7© Life Cycle Institute Who Should Attend • Maintenance Managers • Maintenance Supervisors • Key Staffers in Heavy Maintenance Environments, • Shutdown/Outage Team Members such as – Maintenance Engineers – Planners – Project Managers – Outage Planners – Project Engineers • Non-Maintenance Managers responsible for shutdowns • Site Personnel with potential to lead and manage future outages Week 1
  • 8. 8© Life Cycle Institute Shutdown leadership rests on three legs PEOPLE SKILLSMANAGEMENT SKILLS TECHNICAL SKILLS Week 1
  • 9. 9© Life Cycle Institute Motivational Techniques Recognition Treat people with respect Offer Training Give them power or ownership Week 1
  • 10. 10© Life Cycle Institute Leading shutdowns requires effective communications Communicate to support management objectives Watch body language - 70% of communication comes from non-verbal cues Be mindful of differences in communication across genders, cultures, ethnicities, and class Week 1
  • 11. 11© Life Cycle Institute What is a contract? When are contracts needed? Types of contracts Rules of contracts Making contract revisions Request bids To handle the legal side of shutdowns, leadership must know… 99 1 Week 1
  • 12. 12© Life Cycle Institute Week 2 • Deliver 3-day Planning for Shutdowns, Turnarounds and Outages workshop • Individual coaching on STO • Set goals based on gaps identified in Week 1 assessment
  • 13. 13© Life Cycle Institute Participants will learn how to: Evaluate the effectiveness of your shutdown effort Measure shutdown efficiency Formulate good contractor relations Unearth tools and technologies to create a backbone for effective plant maintenance and reliability Reduce unnecessary costs Develop a checklist of everything to consider before the shutdown Week 2
  • 14. 14© Life Cycle Institute Planning for Shutdowns, Turnarounds and Outages 3-day workshop 2.1 Continuing Education Units (CEUs) Public Open enrollment Private Workshops may be tailored to your specific needs and delivered at your site. STO Competency Improvement Program This course is delivered as part of the three-week STO Competency Improvement Program Week 2
  • 15. 15© Life Cycle Institute Who Should Attend • Maintenance Planner/Schedulers • Production Supervisors • Storeroom Managers • Maintenance Managers and Supervisors • Operation Coordinators • Plant Engineers • Outage Coordinators • Reliability Engineers • Facilities Managers • Project Managers • Asset Management Specialists • Quality Assurance • Procurement Week 2
  • 16. 16© Life Cycle Institute Many project areas are impacted by shutdown size education@LCE.com Money spent Duration Lead time Project software Contractors Team organization Week 2
  • 17. 17© Life Cycle Institute Target waste during a shutdown One idea can save thousands of $ in waste Lean is war against waste and part of your lean maintenance effort Find the easiest waste and eliminate it Week 2
  • 18. 18© Life Cycle Institute Scoping the Shutdown Look for work Assess condition Validate work Prioritize work Plan work Week 2
  • 19. 19© Life Cycle Institute Shutdown Manager Must be Vigilant for Risk Consequences • Risk to duration of the shutdown • Risk to cost of the shutdown • Risk to quality of product after start-up • Risk to the workers, the public or the environment Week 2
  • 20. 20© Life Cycle Institute Week 3 • Coaching on how to apply the tools and techniques learned Week 1 and Week 2 • Guidance on embedding these best practices into the organization’s culture • Goal progress assessment, accountability and encouragement
  • 21. 21© Life Cycle Institute The Life Cycle Institute uses 3A Learning® to build competency Align ApplyAssimilate RESULTS Establishing clear alignment on expectations Delivering active classroom learning experiences Hands-on coaching to embed best practices into culture
  • 22. 22© Life Cycle Institute 3 Reasons to Choose the Life Cycle Institute Building competency is what we DO! Our team of learning professionals understands what it takes before, during and after training to change behavior to produce results! LCI instructors are trained learning facilitators Rigorous facilitator qualification and certification process Focus on the learning process and transfer to the job Engage learners, reinforce relevancy and integrate prior experience LCI training is an active experience Learning by doing vs. lecture Group activities, assessments, case studies Network with peers Develop action plans to drive results post-training   
  • 23. 23© Life Cycle Institute Education@LCE.com www.LCE.com 800-556-9589 The Life Cycle Institute is the learning, leadership and change management practice at Life Cycle Engineering.