Turnaround Scope Optimization

Turnaround Scope Optimization

In the April 2021 edition of “The Chemical Engineer” magazine, I highlight the importance of using clear and prescriptive scope selection criteria for your maintenance turnaround, in order to facilitate scope optimization during the scope challenge. Below is a brief overview of the article.

It is generally accepted in the maintenance turnaround community that the larger and more complex a turnaround becomes, the more difficult it is to control costs and schedule. An obvious, but generally overlooked route to ensure a turnaround is no larger than it needs to be, is to ensure that only the necessary scope is included in the turnaround event.

The best way to ensure that this happens, is to include very clear, prescriptive scope criteria in the turnaround premise document that is issued at the start of preparation and planning. Unfortunately, too many teams write premise documents that focus only on the tactical targets of turnaround event cost and schedule and ignore the strategic issue of defining what the purpose and objective of the turnaround event is. This article explains what information is important to include in a premise document and lays out an example template for teams to follow. By using this template, teams will be armed with strong scope criteria and the means to combat scope growth in their turnaround preparations.

The leadership on most assets uses the turnaround premise document as repository for general scope criteria rules and for tactical objectives for the turnaround team. Very few use the premise to its full advantage, by including strategic objectives and detailed, prescriptive specific scope criteria. Those assets and turnaround teams that do include strategic objectives and specific scope criteria have found that this provides a clear vision of what the end state of the asset should be after the turnaround and provides the turnaround team with a firm basis for challenging and controlling scope.
If each person submitting a scope item first has to specify how that item meets the specific scope criteria and contributes to the strategic objectives, this is a powerful filter to ensure that only the necessary scope is included and not the preferred scope. In this way, the overall turnaround event scope is constrained to the optimum size and the risk of an unpredictable cost or schedule outcome is mitigated.


To read the full article click here. This article is the first in a series being published in “The Chemical Engineer” on the topic of maintenance turnaround preparation and planning.

“The Chemical Engineer” is a monthly chemical engineering technical and news magazine published by the UK Institution of Chemical Engineers. Gordon is a Fellow of the Institution and has published several articles in the magazine in the past, on the topics of maintenance turnaround and capital project preparation & planning.

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About The Author

Gordon is a Chartered Chemical Engineer with over 30 years of experience in capital project management and maintenance turnaround preparation and planning. This experience has been gained with owner, contractor and consulting organizations working at onshore and offshore facilities across the globe. Gordon specializes in project and turnaround preparation, planning best practices, and execution control; this includes front-end development, estimating, risk mitigation and change control. He has published a number of articles in technical magazines and several cost estimating recommended practices with the AACE-I. He is a dual-national British/French, residing in The Hague, The Netherlands.

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Turnaround Scope Optimization

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