Shutdowns, Turnarounds, & Outages Optimization Training

What are the true costs of Shutdowns, Turnarounds, and Outages (STO)?  What are the steps to improve the process?

This course is offered by request for live-remote, or on-site training at your facility.

Some of the Shutdown-Turnaround-Outage (STO) workshop that will be covered include:

1. Introduction to STO Management: Understanding the importance of STO in improving company performance and the key objectives of the process.
2. Pre-Turnaround Phase: Identifying potential problem areas, establishing a STO team, setting performance standards, and conducting a risk assessment.
3. Planning Phase: Developing a detailed STO plan, including scope definition, resource allocation, work breakdown structure, and scheduling. Understanding the importance of contingency planning and stakeholder communication.
4. Execution Phase: Implementing the STO plan, coordinating all activities, managing contractors, and ensuring effective execution. Addressing issues such as safety, quality control, and cost control.
5. Post-STO Phase: Evaluating the success of the STO, analyzing lessons learned, and implementing improvements for future STOs. Developing a plan for ongoing maintenance and monitoring performance.


Throughout the workshop, emphasis will be placed on the role of training and development in ensuring a successful STO. Strategies for effective training, both for employees and contractors, will be discussed. Additionally, the importance of meeting and control mechanisms, such as performance metrics and reporting systems, will be highlighted.

About this Seminar

You will learn to…

  • 5Develop an effective business strategy for implementing or improving your STO process
  • 5Understand the essential roles of an effective STO team
  • 5 Understand the value of mapping your current process and analyzing the gaps
  • 5Develop a robust Front-End Loading (FEL) process
  • 5Develop and improve the scope management process
  • 5Produce hi-level job packages through good work preparation · Address key scheduling issues to avoid execution deviations
  • 5 Build and manage a thorough Logistics Plan
  • 5Understand the importance of developing strong partnerships with key stakeholders
  • 5Learn proper coordination of Shutdown, Execution, and Startup
  • 5Develop methods for proper work closure and documentation as essential elements to continuous improvement
  • 5Improve performance by benchmarking and setting up and analyzing Key Performance Indicators (KPI)
  • 5Setup of After Action Review (AAR) to effectively review lessons learned and record retention process to ensure readiness for use in future STOs

    Who will benefit most? 

    • 5Managers, Coordinators, Leads
    • 5Planner/Schedulers
    • 5Major Maintenance
    • 5CAPEX Coordinators
    • 5Project Engineers
    • 5Logistics Managers
    • 3Tools and Materials Coordinators
    • 5Contractor Support Managers and Foremen
    • 5Asset Reliability Professionals
    • 5HSE Representatives
    • 5Operations Management and Supervisors


    Day 1
    Welcome & Orientation

    Section 1: Benefits/Downfalls of Shutdown Management

    • What is a Shutdown?
    • Common Event Names
    • Shutdown Issues/Benefits
    • Improvement Opportunities

    Section 2 – Shutdown Activities Timeline

    • What is a Shutdown Timeline?
    • Shutdown Timeline
    • Consequences/Benefits
    • Shutdown Timeline Activities
    • Improvement Opportunities


    Section 3 – Pre-Shutdown Activities

    • Pre-shutdown Activities definition
    • Roadmaps
    • Strategic vs. Tactical Activities
    • Strategic Preparation

    Day 2

    Section 3: Pre-Shutdown Activities (continued)

    • Tactical Preparation
    • Improvement Opportunities

    Section 4:  Operation Shutdown Activities

    • Shutting Down the Facility
    • Examples of Required Documents
    • Carry Out Gas & Freeing Isolation Activities
    • Traditional vs. Flawless Shutdowns
    • Improvement Opportunities

    Day 3

    Section 5: Shutdown Execution Activities

    • Shutdown Execution Definition
    • Execute the work
    • Shutdown Review Meetings
    • Scope Management
    • Control of Work (CoW)
    • Logistics
    • Planning
    • Scheduling
    • Controls
    • Improvement Opportunities

    Section 6: Operations Startup Activities

    • Operations Startup Activities
    • Pre-Startup Checklist Example
    • Carry Out Demobilization Activities
    • Improvement Opportunities

    Section 7: Post-Shutdown Activities

    • Post-Shutdown Activities
    • Shutdown Manager
    • Capture Lessons Learned
    • Produce Closeout Reports
    • Start Preparation for next Shutdown
    • Improvement Opportunities

    Section 8 – Improvement Opportunities

    Benefits of our World Class Training

    Expert Facilitators

    Our expert facilitators are seasoned practitioners, bringing on average 20 years of industry experience. With over 40 years of training under our belt Marshall Institute has the depth of resources and expertise necessary for success. Whether it’s in-person or online, our expert facilitators will deliver the same high quality training at every seminar.

    200% Satisfaction Guarantee

    If you are not 100% sure about online training, we’ll give you peace of mind. If you are not completely satisfied with the Marshall Institute public seminar you attend, we will refund your payment, PLUS offer you another seminar (online or physical) up to the value of the original program, free of charge!