This document summarizes a workshop on planning for shutdowns, turnarounds, and outages. It discusses key areas of consideration like risk management, prioritizing and planning work, and logistics. The workshop teaches participants how to evaluate shutdown effectiveness, measure efficiency, develop contractor relations, reduce costs, and create a shutdown checklist. It is a 3-day public or private workshop that provides continuing education units. The intended attendees are maintenance and operations personnel. The workshop discusses how shutdown scope and costs are impacted by size and teaches ways to target waste reduction during shutdowns.

1. 1© Life Cycle Institute© Life Cycle Institute
Planning for Shutdowns, Turnarounds and Outages
Developed by Joel Levitt and the Life Cycle Institute

2. 2© Life Cycle Institute
Effectively planning for shutdowns requires
careful consideration in these areas:
Risk
management
and safety
Prioritizing,
validating and
planning work
Logistics
Accounting
Purchasing
Materials
management

3. 3© Life Cycle Institute
Developed by Joel Levitt, world renowned
expert in maintenance management
Based on Joel’s highly acclaimed book
Managing Maintenance Shutdowns and
Outages
Aligned with maintenance management
best practices as taught by the Life Cycle
Institute and Life Cycle Engineering

4. 4© 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

5. 5© 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

6. 6© 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

7. 7© Life Cycle Institute
Many project areas are impacted by shutdown size
education@LCE.com
Money spent
Duration
Lead time
Project software
Contractors
Team organization

8. 8© 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

9. 9© Life Cycle Institute
Scoping the Shutdown
Look for
work
Assess
condition
Validate
work
Prioritize
work
Plan
work

10. 10© 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

11. 11© 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




12. 12© 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.