Practical Project Management for Petroleum Industry Professionals

Practical Project Management for Petroleum Industry Professionals is an advanced in-house training designed for oil and gas project experts with fair experience in project management and execution.

The energy sector in general and oil and gas industry in particular, contributes significantly to the economy of many countries. Therefore oil and gas projects are very attractive. However, the complexity of such projects, their technological needs, and their labor and finance intensiveness, make them inherently risky. As such, a specialized project management methodology is required.

The objective of Practical Project Management for Petroleum Industry Professionals course is to review best project management practices in this industry. It covers all oil and gas projects phases including feasibility studies, conceptual and basic design, Front End Engineering Design (FEED), detailed design, procurement, construction, pre-commissioning, commissioning, startup, and first operation.

Duration: 10 days

Credits: All individuals attending and completing the course will receive a completion certificate, endorsing 8 Continuing Education Units (CEU) equal to 80 Professional Development Units (PDU) certificates. This certificate is presentable to PMI, AACE and any other accredited licensing/certification entities.

Mode of the workshop: This is an interactive workshop to make the learning process engaging and enjoyable. Multiple teaching modes, including lectures, discussions around real-life examples, group exercises and action planning are combined to ensure maximum understanding, comprehension and retention of the information presented.

Services: 3Targets will set and provide prerequisites and side services related to the training by itself, as per its standards and protocols, with the objective of offering high quality service. This includes:

Training sessions
Course materials consisting of presentations, booklets, assignments and tests
Certificates

Who should attend: Practical Project Management for Petroleum Industry Professionals workshop has been designed for project directors and managers, project engineers, project coordinators, lead engineers, planners, schedulers, cost controllers, commercial managers, and any key members of oil and gas project teams.

Format: Classroom, Online

Fee: 8999 CAD per participant

This course is offered as both in-house and online.

Course outline

Day 1: First things First

Petroleum projects: Fundamentals and characteristics
- Worldwide players
- Core business of regulators, owners, contractors and consultants
Project framework
- Starting the project: the objectives, the charter, and the team
- Project success criteria
- Project governance and organization
- Stakeholder management
Project lifecycle: Initiation, planning, execution, monitoring-controlling, closeout.
Phase-gate process, a structured approach to execute petroleum projects
- Chevron Project Development and Execution Process (CPDEP)
- ExxonMobil Capital Projects Management System (EMCAPS)
- Shell Global Solutions
- BP’s Phase Gate Process

Day 2: Project Setup

Setting up suitable contracting and project execution strategies
- Types of contracts vs. types of project delivery methods
- Selecting the right contracting strategy
- Selecting the right project delivery/execution strategy
Project setup, initiation and planning
- Scope, work packaging, WBS, CBS, OBS, RAM
- Scheduling
- Resource management
- Define Key Performance Indicators (KPI)
- Advanced status reports, and well-designed dashboards

Day 3: EVM, Heart of Project Management

Earned Value Management (EVM), heart of project management
- Budgeting
- Project cash flow
- Progress measurement
- Project bookkeeping
- Earned value analysis
- Earned value prediction
- Cost and time control at the level of work packages

Day 4: Risk Management, Change Management, Quality Management

Project risk management
- Qualitative risk management
- Quantitative risk management
  - Decision trees
  - Cost estimation and schedule risk analysis using Monte Carlo Simulation
- Managing scope, managing changes
  - Extra work, claims, and disputes
  - Alternate Dispute Resolution (ADR)
    - Negotiation, mitigation, arbitration, litigation
  - Quality Management
    - Inspection
    - Quality assurance
    - Quality control
    - Total Quality Management (TQM)
    - Cost of quality

Day 5: Engineering

Role of engineering in the project
Function and main deliverables of engineering disciplines
- Process
- Mechanical
- Piping and plant layout
- Civil/Structural/Architectural
- Instrumentation and control systems
- Electrical
Interfaces between engineering disciplines
Engineering case studies

Day 6: Procurement

Role of procurement in the project
Materials and equipment requirements planning
Construction driven approach: Linking materials and equipment to construction needs
Developing a sustainable supply chain
Tendering and bid management
Purchasing, expediting, inspecting, logistics
International payment and documentary credit
Warranties and guaranties
Just-in-time management
Using e-procurement tools to deliver fast, efficiently and transparently
Procurement case studies

Day 7: Construction

Quality systems, procedures and standards for construction works
Use of recycled and recovered materials
Health, safety and welfare management in construction
Evaluation and selection of sub-contractors
Workface planning
Managing labors, trades and sub-contractors on construction site
Pre-fabrication, modularization
Earthwork, underground networks, pipeline
Buildings and civil works
Steel structure, piping and equipment installation
Supervising construction productivity
Balancing local content and transfer of technology
Construction case studies

Day 8: Pre-commissioning, Commissioning, and Startup

General
- Construction up to handover- a quick review
- Subsystem definition
- ICAPS (Integrated Commissioning and Progress System) introduction
- Project phases management with ICAPS
- Certificates in project workflow
- Punch categories
Construction completion (from commissioning point of view)
- Construction completion approach
- Construction expediting model (BOQ vs. PMS)
- Preservation
Pre-commissioning
- Definition
- Main activities
- Material
- Documentation
Commissioning
- Definition
- Main activities
- Material
- Organizational chart
- Documentation
Start-up
- Start-up definition
- Start-up main activities
- Start-up chemicals/consumables
Performance test and handover
- Performance test definition
- Handover requirements
- Handover certificates
- Guarantee period and contractual commitment

Day 9: Project Finance and Contracts

Project finance
- Definition
- Methods
Contracts
- Petroleum contracts
  - Concession
  - Production Sharing Agreement (PSA)
  - Service contracts
- Types of contracts for acquiring goods and services within projects
  - Lumpsum
  - Reimbursable
  - Unit rate
  - Time and material

Day 10: Robust Project Management Mindset

Part I (Half Day): Robust Project Management Mindset
- How should a project manager think of his/her project?
- Looking at the big picture: whole lifecycle
- Execution Strategy
- Major activities of a project manager in project phases
- Moral and ethics
- Effective project management mentality
- Project management approach
  - Roles and responsibilities of an Owner’s project manager
  - Roles and responsibilities of a Contractor’s project manager
- Laws, regulations and bureaucracy
- Importance of risk analysis
- Management productivity
- Project business model
- Management by project management
- Ill-defined projects
- Case studies
Part II (Half Day): Rescue a Failing Project
- Project diagnostic and recovery: how to rescue a failing project?
  - Diagnostic checklist
  - Corrective actions
    - Fast tracking
  - Monitoring and controlling
- Failing projects case studies