OPERATIONAL EXCELLENCE STRATEGIES IN OIL, GAS & PETROCHEMICAL INDUSTRIES

Driving Efficiency, Safety, and Sustainability through Integrated Performance Improvement Models

Course Schedule

Date Venue Fees
23 – 27 Feb 2025 Kuwait USD 3495 per delegate
06 – 10 Jul 2025 Manama, Bahrain USD 3495 per delegate
03 – 07 Aug 2025 Doha, Qatar USD 3495 per delegate

Course Introduction

In today’s volatile energy market, operational excellence is not just a competitive advantage—it is a necessity. For oil, gas, and petrochemical companies, achieving operational excellence means consistently delivering safe, efficient, and cost-effective operations while adapting to changing market conditions and regulatory environments.

This 5-day course provides participants with a structured framework for implementing operational excellence programs across upstream, midstream, and downstream sectors. The training covers strategy deployment, performance metrics, process optimization, safety systems, digital transformation, and cultural alignment to help companies realize sustainable, measurable improvements.

Course Objectives

By the end of this course, participants will be able to:
• Understand the core principles of operational excellence (OE) in industrial environments
• Develop and implement OE strategies that align with corporate goals
• Analyze performance gaps and apply continuous improvement methodologies
• Integrate safety, reliability, and asset performance into OE programs
• Foster a culture of accountability, innovation, and operational discipline

Key Benefits of Attending

• Learn how world-class energy companies implement OE frameworks
• Discover how to align strategy, processes, and people for sustainable performance
• Improve production efficiency, safety performance, and cost competitiveness
• Gain tools for performance monitoring, root cause analysis, and change management
• Enhance your organization’s resilience and readiness for future challenges

Intended Audience

This program is designed for:
• Operations, production, and plant managers
• HSE and quality professionals
• Reliability and maintenance engineers
• Business excellence and continuous improvement leads
• Executives and team leaders responsible for performance optimization

Individual Benefits

Key competencies that will be developed include:
• Strategic thinking and operational planning
• Performance measurement and benchmarking
• Process mapping and waste elimination
• Leadership in safety and cultural transformation
• Root cause analysis and continuous improvement

Organization Benefits

Upon completing the training course, participants will demonstrate:
• Increased operational efficiency and cost savings
• Improved safety, reliability, and compliance performance
• More effective cross-functional coordination and accountability
• Structured improvement cycles based on Lean, Six Sigma, and OE tools
• A strong foundation for enterprise-wide excellence and innovation

Instructional Methdology

The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Core OE concepts, models, and deployment strategies
• Case Studies – Benchmarking against global leaders in oil, gas, and petrochemicals
• Workshops – Process mapping, RCA, and performance scorecard design
• Peer Exchange – Industry insights and group learning from real challenges
• Tools – OE maturity models, KPIs, problem-solving templates, and audit checklists

Course Outline

DETAILED 5-DAY COURSE OUTLINE

Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00

Day 1: Operational Excellence Foundations in Oil & Gas
Module 1: Introduction to Operational Excellence (07:30 – 09:30)
• Definitions, principles, and global OE benchmarks
• Drivers of OE in upstream, midstream, and downstream operations
• Strategy deployment and alignment with business goals

Module 2: OE Frameworks and Industry Models (09:45 – 11:15)
• ExxonMobil OIMS, Chevron OE, and other models
• OE pillars: safety, integrity, performance, people, and culture
• Developing a site-specific OE roadmap

Module 3: Leadership and Culture for OE (11:30 – 01:00)
• Behavior-based safety and operational discipline
• Leadership commitments and visible accountability
• Cultural enablers and resistance management

Module 4: Workshop – OE Readiness Assessment (02:00 – 03:30)
• Participants assess current OE maturity in their organization


Day 2: Performance Measurement and Gap Analysis
Module 1: Key Performance Indicators and Scorecards (07:30 – 09:30)
• Operational, safety, and financial KPIs
• Balanced scorecards and cascading performance targets
• Lagging vs. leading indicators

Module 2: Root Cause Analysis and Problem Solving (09:45 – 11:15)
• 5 Whys, Fishbone diagrams, and fault tree analysis
• Building RCA teams and documenting corrective actions
• Link to incident investigation and failure prevention

Module 3: Data-Driven Decision-Making (11:30 – 01:00)
• Integrating digital dashboards and real-time analytics
• Using data to guide daily operations and strategic reviews
• Visual management and reporting routines

Module 4: Workshop – KPI Design and RCA Practice (02:00 – 03:30)
• Participants build an OE scorecard and solve a simulated issue


Day 3: Process Optimization and Asset Reliability
Module 1: Lean Thinking and Waste Elimination (07:30 – 09:30)
• Value stream mapping for oil & gas processes
• Identifying non-value-added activities
• Continuous flow and standardization

Module 2: Total Productive Maintenance (TPM) and Reliability (09:45 – 11:15)
• Integrating reliability-centered maintenance into OE
• Autonomous maintenance and operator care
• Planning, scheduling, and spare parts control

Module 3: Asset Integrity and Lifecycle Management (11:30 – 01:00)
• Managing integrity risk across facilities and pipelines
• Condition monitoring and predictive diagnostics
• Inspection and repair planning

Module 4: Workshop – Process Optimization Exercise (02:00 – 03:30)
• Teams apply Lean principles to improve a sample process


Day 4: Safety, Compliance, and Operational Risk
Module 1: Safety Management Systems and OE (07:30 – 09:30)
• Process safety vs. personal safety
• Safety case approach and permit-to-work systems
• Emergency preparedness and safety drills

Module 2: Operational Risk Management (09:45 – 11:15)
• Hazard identification and risk assessment (HIRA)
• Bowtie analysis, control barriers, and assurance
• Learning from incidents and near misses

Module 3: Regulatory Compliance and Environmental Performance (11:30 – 01:00)
• Managing environmental KPIs and sustainability metrics
• Compliance tracking and audit readiness
• Reporting requirements and ESG alignment

Module 4: Workshop – Safety Culture Reflection (02:00 – 03:30)
• Participants evaluate their current safety leadership and engagement practices


Day 5: OE Integration and Continuous Improvement
Module 1: OE Integration across Functions (07:30 – 09:30)
• Connecting production, maintenance, HSE, and HR
• OE roles and accountability matrices
• Integrating OE into management systems

Module 2: Continuous Improvement Systems (09:45 – 11:15)
• Kaizen events, suggestion schemes, and action tracking
• Daily management systems and tiered huddles
• Using OE audits to drive learning

Module 3: Sustaining Operational Excellence (11:30 – 01:00)
• From initiatives to embedded excellence
• Governance, review mechanisms, and leadership routines
• Celebrating success and replicating best practices

Module 4: Final Workshop – 90-Day OE Action Plan (02:00 – 03:30)
• Participants create a tailored OE roadmap for implementation
• Peer presentations and facilitator feedback

Certification

Participants will receive a Certificate of Completion in Operational Excellence Strategies in Oil, Gas & Petrochemical Industries, validating their capability to implement sustainable OE frameworks, drive performance improvement, and lead change across energy operations.

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