Turnaround Project Planning Primer

Permanent Records

Since a great amount of effort is required to properly plan, schedule, control and document a turnaround, it makes sense to ensure that all of the documents prepared are properly stored/filed, for future reference and analysis.

The best method for storing this information is by equipment. By initiating a file folder for every piece of equipment, the appropriate work order, progress master record, inspection reports, as well as sketches or drawings, parts and materials; required tools and equipment lists, etc. should be included. If possible, copies of appropriate time sheets or reports showing the time and manpower charged to the work order should also be saved, to compare against the original estimate.

When it is time to plan the next turnaround, this filing system will prove to be invaluable, not only to save time in preparing the new work order, but also in improving the quality of the work scope definition and the time and manpower estimates as well.

After several turnarounds, the data collected in this fashion can be used to establish standard time estimates for all repetitive work under the conditions specific to each plant and unit.

If you are using eTaskMaker®, we recommend you evaluate the estimating formulas used to estimate the work and revise them as necessary. In time, you will have the best possible planning tool available for your plant that will yield consistent quality estimates.

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The Turnaround Project Management Primer is an abridged version of the STO Management Handbook.

For further reading, we also recommend Joel Levitt’s Managing Maintenance Shutdowns and Outages.