Managing the Handover of Assets from CAPEX to OPEX
Bridging Capital Project Delivery to Operational Excellence
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 21 – 25 Apr 2025 | Dubai, UAE | USD 3495 per delegate |
| 04 – 08 May 2025 | Doha, Qatar | USD 3495 per delegate |
| 05 – 09 Oct 2025 | Manama, Bahrain | USD 3495 per delegate |
| 07 – 11 Jul 2025 | London, UK | USD 3495 per delegate |
Course Introduction
This course provides a deep dive into the critical process of asset handover from capital expenditure (CAPEX) projects to operational expenditure (OPEX) teams, ensuring a smooth and efficient transition. It addresses common challenges in transferring project-built assets to operational management, emphasizing best practices, standards, and strategies to maintain asset integrity, performance, and value.
Participants will gain tools and knowledge to manage risks, align stakeholders, and implement structured handover processes that ensure operational readiness, minimize disruptions, and maximize asset value throughout the lifecycle.
Course Objectives
By the end of this course, participants will be able to:
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Understand the key principles and stages of CAPEX-to-OPEX handover
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Identify the roles, responsibilities, and expectations of stakeholders involved
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Apply structured handover frameworks and best practices
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Develop documentation, processes, and checklists to ensure operational readiness
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Minimize transition risks and optimize asset performance post-handover
Key Benefits of Attending
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Learn how to bridge the gap between capital project delivery and operations
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Gain practical knowledge to manage complex asset transitions
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Improve communication and coordination between project and operational teams
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Reduce risks of performance loss, cost overruns, and non-compliance
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Access tools, templates, and strategies you can apply immediately
Intended Audience
This program is designed for:
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Asset managers and operations managers
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Project managers and project engineers
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CAPEX and OPEX team leaders
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Reliability and maintenance managers
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Finance and risk professionals involved in asset lifecycle management
Individual Benefits
Key competencies that will be developed include:
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Deep understanding of CAPEX-to-OPEX transition frameworks
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Ability to design and execute effective handover plans
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Enhanced stakeholder alignment and communication skills
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Improved risk management and operational readiness assessment
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Confidence in leading smooth and value-driven asset transitions
Organization Benefits
Upon completing the training course, participants will demonstrate:
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Improved asset performance and operational continuity post-handover
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Stronger collaboration between project delivery and operations teams
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Reduced transition-related risks and unexpected costs
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Enhanced long-term asset value and lifecycle management
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Clear governance and accountability in asset management processes
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
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Strategy Briefings – Comprehensive exploration of CAPEX-to-OPEX handover processes, standards, and governance
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Case Studies – Analysis of successful and failed asset transitions in different industries
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Workshops – Group exercises to develop practical handover plans, checklists, and readiness assessments
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Peer Exchange – Interactive discussions on challenges and lessons learned from participants’ own projects
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Tools – Templates for handover documentation, stakeholder matrices, risk registers, and performance metrics
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: Foundations of CAPEX-to-OPEX Handover
Module 1: Introduction to CAPEX and OPEX Lifecycle (07:30 – 09:30)
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Overview of asset lifecycle stages
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Differences and interdependencies between CAPEX and OPEX phases
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Importance of structured handover for long-term asset value
Module 2: Defining Handover Requirements (09:45 – 11:15)
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Identifying stakeholder needs and expectations
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Setting performance, documentation, and compliance criteria
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Establishing governance frameworks for the handover process
Module 3: Handover Planning and Preparation (11:30 – 01:00)
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Developing a comprehensive handover plan
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Assigning roles, responsibilities, and timelines
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Managing change control and scope definition
Day 2: Managing Documentation and Operational Readiness
Module 4: Handover Documentation and Data (07:30 – 09:30)
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Preparing as-built documentation, manuals, and certifications
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Validating asset information and digital records
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Ensuring data integrity and accessibility for operations
Module 5: Readiness Assessment and Testing (09:45 – 11:15)
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Conducting operational readiness reviews and verifications
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Performance testing and commissioning for handover validation
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Identifying gaps and corrective actions before transfer
Module 6: Risk Management in Handover (11:30 – 01:00)
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Risk identification and mitigation strategies
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Addressing common transition risks and failure points
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Building resilience into handover processes
Day 3: Stakeholder Engagement and Communication
Module 7: Engaging Project and Operations Teams (07:30 – 09:30)
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Building collaboration between CAPEX and OPEX stakeholders
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Establishing clear communication protocols
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Aligning objectives and expectations across teams
Module 8: Financial and Contractual Considerations (09:45 – 11:15)
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Managing financial impacts of the transition
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Contractual obligations and warranties in handover
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Optimizing cost, value, and risk across the lifecycle
Module 9: Integrating Technology in Handover (11:30 – 01:00)
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Using digital tools and asset management systems
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Leveraging BIM, CMMS, and other technologies
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Ensuring data handover aligns with operational needs
Day 4: Continuous Improvement and Lessons Learned
Module 10: Monitoring Post-Handover Performance (07:30 – 09:30)
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Tracking asset performance after the transition
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Establishing KPIs and reporting mechanisms
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Implementing feedback loops for improvement
Module 11: Learning from Handover Case Studies (09:45 – 11:15)
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Review of real-world handover successes and failures
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Extracting key lessons and best practices
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Applying learnings to participants’ own organizations
Module 12: Leadership and Change Management (11:30 – 01:00)
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Leading teams through change and uncertainty
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Building resilience and adaptability in operations
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Sustaining improvements over time
Day 5: Integration and Action Planning
Module 13: Group Workshop: Building a Handover Plan (07:30 – 09:30)
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Collaborative development of a tailored handover strategy
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Presentation of group findings and peer feedback
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Identifying success factors and barriers
Module 14: Review and Roadmap (09:45 – 11:15)
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Consolidating key insights and takeaways
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Creating individual and organizational action plans
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Q&A and discussion of next steps
Module 15: Course Wrap-Up and Certification (11:30 – 01:00)
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Final review of course objectives
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Participant reflections and feedback
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Certificate presentation and closing remarks
Certification
Participants will receive a Certificate of Completion in Managing the Handover of Assets from CAPEX to OPEX, confirming their expertise in managing the transition process, aligning stakeholders, and ensuring asset readiness for sustained operational success.