A well-executed maintenance shutdown or turnaround in processing facilities or plants can represent a source of competitive advantage for an organization. It can drive commercial performance, boost morale and bring recognition to high performing teams keeping everyone safe.

Maintenance shutdowns or turnarounds represent an increasingly significant challenge and an increasingly significant opportunity. Understanding the various EH&S issues facing previous turnarounds and most importantly how they were addressed is essential for the success of subsequent activities.

This paper discusses how to ensure the capture and dissemination of the wealth of knowledge generated and how to make proper use in order to impact the efficiency and effectiveness of these projects while keeping everyone safe.

There are three places or situations that a project can and should gather learnings; the planning phase, execution phase and completion phase. To ensure the maximum benefit from knowledge capture and transfer, two best practices have been developed - Needs Assessment and the Stewardship Report.

The Needs Assessment is a process used to review the work with key management stakeholders. While systems and processes are designed to maximize the efficiency in the delivery of safety resources for planned tasks during the turnaround, the Needs Assessment proactively identifies areas that are likely to generate unplanned work. This enables the creation of readiness plans that let you effect change quickly, before unplanned work becomes an issue or a source for delay and extra cost.

The Stewardship Report is a document that is used at the conclusion of a project to examine and evaluate how the contractors and company personnel performed during the project. It is an unbiased, objective recap of everything that worked and what didn't work as well. This long term comprehensive strategy for information flow and technology innovation driven by customer feedback ensures that lessons are learnt, mistakes avoided and successes repeated. Corrective actions and solutions are proposed, discussed and documented for implementation prior to the next project.

This paper studies these two tools, Needs Assessment and Stewardship Report in detail and provides practical examples and tips on how they can ensure knowledge capture and transfer in their organization.

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