Shutdown and Outage Management

What is it all about?

Shutdown, Turnaround and Outage (STO) Management is a multi-disciplinary specialist field for most asset intensive businesses. A significant portion of the maintenance cost of an asset is typically spent during these STO events that have a direct impact on both production capacity and the cash flow of the business. These events need to be carefully planned and scheduled in advance to ensure all client requirements and expectations are met.

Shutdowns further involve a significantly higher number of resources and more complex activities which introduce a higher level of risk to the business. This increased level of risk requires an increase in management focus and effort to ensure risks are well managed and the full scope of the STO event is completed within the allocated time and cost constraints.

Pragma’s practical 2-day Shutdown and Outage Management course introduces and explores the necessary processes and techniques required to effectively and efficiency control and manage the STO events of asset intensive businesses. This training course is aligned with the GFMAM’s 39 Subjects with a specific focus on the following subjects: shutdown and outage strategy, shutdown and outage management.

Who should attend?

  • Asset and maintenance managers
  • Project engineers
  • Production and operations managers
  • Maintenance and production engineers
  • Risk managers

What makes it different?

This training course is based on proven methodologies and industry best practices and aims to provide learners with:

  • an understanding of the critical success factors of STO management
  • essential project management principles and processes to manage the overall STO event
  • skills to manage the scope of the STO event and scope creep
  • practices to identify, mitigate and control STO risks
  • performance management principles and measures to track STO success
  • factors which should be considered for successfully engaging and managing contractors and suppliers
  • a good overall understanding of effective STO communication and post event analysis

Course outline and expected outcomes

Introduction to STOs and Knowledge Areas

An overview of shutdown turnaround outage terminology, methodologies and practices.

  • Understand the differences between: turnaround and EPC projects, projects versus turnarounds and STO versus PMBoK
  • Project Management Body of Knowledge – key areas
  • STO principles
  • Maintenance strategies, systems and procedures


  • How effective procurement contributes towards effective STO management
  • Understanding procurement, its interlinked processes and how to customise them

Pre-Shut Planning and Scheduling

  • Understanding the difference between planning and scheduling
  • Defining work lists
  • Detailing the STO scope of work
  • Understanding resource loading and contractor involvement

Structure and Time Constraints

  • Understanding the difference between a normal project management structure and a shutdown management structure
  • Unplanned and planned STOs
  • Learning how to manage time constraints

Risk Management

  • Understanding the difference between risk and risk management
  • How to formulate and implement a STO risk management strategy

Project Safety Process

  • Project safety practices
  • SHE plans
  • Safety during the different project phases – tender, construction and close out


  • Understanding the difference between cost monitoring and cost control
  • Six steps of cost control
  • Estimating techniques and cost optimisation
  • Impact of STO time extension on cost
  • Effects of acceleration and extension

Workmanship and Quality, Reporting and Additional Work

  • How to formulate a good quality plan using a three step approach
  • How understanding team culture can affect reporting information
  • Determining if a strategy for executing additional work is necessary

Contracting and Management of The STO Contractor

  • Understanding contracting basics
  • Different contract types
  • Using contracting strategies to choose the right type of contract
  • Using contractors to transfer risk
  • Improving contractor skills

Demobilisation and Close Out

  • Understanding the difference between demobilisation and close out
  • How to ensure lessons learnt and best practices are carried over to future STOs