Turnaround Project Planning Primer

Sources of Information

In the course of project planning, you will need access to certain information, as follows:

  • Previous turnaround work orders / scope
  • Previous turnaround inspection reports
  • Equipment data (drawings, specifications)
  • Unit layout (equipment location drawings)
  • Plot plan
  • Mechanical flow sheets
  • Blind lists
  • Equipment lists
  • Valve lists
  • Instrument lists
  • Turnaround work list

If available, obtain previous turnarounds’ final reports and critiques, which may point to specific problems to be avoided. If you cannot obtain such critiques, check with those involved in the previous turnaround(s) to find out what major problems developed and ask for their suggestions as to how to avoid them in the future.

You should establish your own planning files, organized by equipment identification tag or number (within the unit). This will help you save time whenever you need to plan a turnaround.

The planning files should contain all relevant information:

  • Work Order
  • Equipment drawings and specifications
  • Bolting, gaskets, etc.
  • Testing procedures and pressures
  • Blind list
  • Location drawing
  • Inspection reports
  • Other

In addition to these paper files, you should save in a secure place, a computer disk (CD-ROM/DVD-ROM/etc.) containing a back-up of all your data files. Label, date and store the media properly.

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

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