Shutdowns, Turnarounds and Outages Master Class

LIVE Interactive Virtual Workshop,
7th – 10th June 2022

Shutdowns, Turnarounds and Outages Master Class

Course Organisation and Methodology

The course will be delivered in a live virtual format over 4 half-days. We aim to maximise your learning experience by making best use of the meeting platform. Your expert instructor is experienced in the use of technology for delivering virtual classroom learning. You will be encouraged to interact with your instructor and peers using a variety of methods including:

  • Facilitated group discussions using chat box and audio etc
  • Exercises and case studies to illustrate key issues worked individually or in virtual breakouts
  • Polls and quizzes

We will keep presentations short and provide a workbook containing case studies, guidance material and summaries of key learning points.

What This Course Is Unique In

This course is specially designed to let you have a new and deeper understanding of how to effectively manage shutdowns and turnarounds such as plant outages and refits etc. in all key industries. With this understanding you will gain increased ability to plan for and manage large maintenance jobs.

This course features exercises, specific checklists, procedures and strategies to improve your current shutdown planning and execution. The course also includes examples to demonstrate the significant points.

The Master Checklist Series of Exercises (one list for each phase) is unique for this course. Each student will receive and review a master checklist developed over the last 20 years of items that have caused problems on past shutdowns. The checklists are updated with new projects and technologies. Some Other Exercises’ Learning Objectives is listed at Why Attend page.

Ably facilitated by 

Joel Levitt


Springfield Resources, USA

  • Has 40 years of practical experience in many facets of maintenance
  • A leading trainer who has trained more than 20,000 maintenance professionals
  • Has written 11 popular maintenance management texts

Testimonial on Neoedge’s Online Training

“In an era where everyone is now drawn to complete their training events virtually, not knowing whether their expectations will be met when compared to face-to-face training workshops, Neoedge exemplified that all training are achievable whether face-to-face or virtual. I would highly recommend Neoedge for all your training needs.”

- Attendee from Barbados Public Workers’ Co-operative Credit Union Limited

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

Daily Schedule

For GMT-4 time zone, Daily Program starts at 09.00 and ends at 12.30, including two 15-minute breaks.

For other time zones, kindly adjust the times accordingly.


Workshop Outline (4 half-days)

Items in RED are Exercises and Case Studies

PHASE 1: Initiation

Mastering the Basics of Shutdowns, Turnarounds and Outages

  • Meetings Exercise and Discussion to make your meetings more effective

Group activity: Quick Report Card Exercise – Analyze your Shutdown from Various Aspects and Discuss with a Partner

Putting the Whole Shutdown into Time – Phases of a Shutdown

  • Preparing a Typical Timeline Exercise

Shutdown Organization

Master Checklist for Phase 1 Initiation Exercise


PHASE 2: Planning & Scheduling

Scope of Work – Inputs into the Shutdown

Shutdown Planning- Individual Job Planning   

Planning Lead Times Exercise

Planning and Estimating Exercise

Risk, Safety, and Health    

  • How to do JSA for Planning Exercise

Scheduling (Project Management Techniques)

Critical Path Method (CPM)    

Exercise in Planning and Scheduling a Boiler Shutdown

Managing the Logistics’ Challenges in a Shutdown

Contracting and Contract Management      

  • Example of a legal case study in shutdowns 

Master Checklist for Phase 2 Planning & Scheduling Exercise


PHASE 3: Execution


Managing Execution

Master Checklist for Phase 3 Execution Exercise


PHASE 4 & 5: Completion of Work and Project

Shutdown Essentials Wrap-Up Session

Master Checklist for Phase 4 Completion of Work Exercise

Master Checklist for Phase 5 Completion of Project Exercise 

Wrap-Up Session       

  • The final session reviews the topics covered over the four days
  • Questions and discussion

Each student chooses an area to work in for their next shutdown event


For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

About Your Expert Facilitator

Joel Levitt


Springfield Resources, USA

Joel Levitt is a leading trainer of maintenance professionals. He has trained more than 20,000 maintenance leaders from 3000 organizations in 39 countries in over 600 sessions. Since 1980 he has been the President of Springfield Resources, a management consulting firm that services clients of all sizes on a wide range of maintenance issues.

He has 40 years of experience in many facets of maintenance including process control design, source equipment inspector, electrician, field service technician, maritime operations and property management. Prior to that, Levitt worked for a CMMS vendor and as an owner/manager in manufacturing.

He is a frequent speaker at maintenance and engineering conferences and has written 11 popular maintenance management texts. He has also published over 200 articles on the topic. Levitt has served on the safety board of ANSI, Small Business United, National Family Business Council and on the executive committee of the Miquon School. He is a member of AFE and Vice President of the Philadelphia chapter.

Some of the Popular Titles by Joel Levitt

  • Maintenance Planning, Scheduling & Coordination 2010
  • Handbook of Maintenance Management 2009
  • TPM Reloaded 2010
  • Managing Maintenance Shutdowns and Outages
  • The Complete Handbook of Preventive and Predictive Maintenance 2008
  • Managing Factory Maintenance 2004
  • Basics of Fleet Maintenance 2010
  • Lean Maintenance 2008
  • Facilities Management- Maintenance of Buildings and Facilities 2013

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

This course is for heavy maintenance environments, including large factories, refineries, power plants, chemical plants, mines, and other extensive facilities. It is precisely for project managers, outage planners, planners, schedulers, maintenance managers, project engineers, supervisors, maintenance engineers and people in training for these positions.

This course is also designed for contractors who manage entire or parts of client shutdowns. Prior background in Project Management would be helpful but not essential.

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

This course features exercises, specific checklists, procedures and strategies to improve your current shutdown planning and execution. The course also includes examples to demonstrate the significant points.


Different people are different types of learners. The course uses various proven training modalities. It features several exercises to help enhance the training experience and teach specific skills to help manage shutdowns.

The Master Checklist Series of Exercises (one list for each phase) is unique for this course. Each student will receive and review a master checklist developed over the last 20 years of items that have caused problems on past shutdowns. The checklists are updated with new projects and technologies.

Some Other Exercises’ Learning Objectives

  • The Report Card Exercise introduces the student to the class. They get to evaluate their shutdown program and see where there is room for improvement.
  • In the exercise on Meetings, the student can look at the meeting rules they follow and pick some areas where extra attention would enhance the shutdown effort.
  • Preparing a Typical Timeline Exercise is designed to show the student the benefit of managing the shutdown intensively from conception to closeout.
  • Estimating Exercise takes a typical shutdown job and shows the students how to micro-plan a job.
  • Do you have enough time to plan and schedule the Shutdown properly? The Planning Lead Times Exercise will show that and show how much you need.
  • The Critical Path Method (CPM) Exercise tests the student’s new knowledge of shutdown activity scheduling. It starts with a worklist and has the students develop a CPM network diagram highlighting the critical path and the Shutdown duration.

A few things you will learn:

ü Giant- checklists of everything to consider before the Shutdown and when to consider it.

ü How to prepare your customized checklist so you remember everything.

ü When to say no to added work

ü Know when and how to use Gantt, CPM, and PERT charts

ü What documents to save and how to organize them

ü Know how to break a job into activities

ü How to set up the shutdown team

ü How to account for everything that goes into an outage or Shutdown

ü Where to look for help on estimates

ü Find out what shifts structures to use and how much they cost.

ü Checklist of specific safety risks to protect your workers

ü How to control a shutdown

ü How to pick project management software

ü How to ensure lessons learned are learned

ü What to do if a shutdown has gotten into trouble

ü How to calculate the critical path even if you don’t have software.

ü How to know which work orders you should work on first.

ü How to evaluate the effectiveness of your current shutdown effort.

ü Where to find some great Internet-based resources.

ü Be able to budget your next Shutdown, turnaround or outage effectively

ü Know how to manage risk on any project

ü How to learn from your mistakes and institutionalize lessons learned

ü How to get the most from your existing Project Management software

ü Where to find free and low-cost software for shutdowns.

ü How to set up a safety program for your shutdowns

ü How to do a JSA for individual jobs

Pre-course Questionnaire

A pre-course questionnaire will be sent to you some days before the course through which you can raise your specific areas of interest. The course facilitator will review and analyze these in advance and address them during the course, seeking to satisfy your learning needs.

Certificate of Attendance

On successful completion of this course, you will also receive a Certificate of Attendance bearing the signatures from both the Trainer and the Organizer. This Certificate will testify your endeavour and serve towards your professional advancement.


“I have found Joel Levitt to be the most realistic and practical trainer I know. He can relate with the whole facility from the shop floor to the boardroom.”

- Holcim (US) Inc.

“The program makes you a better Maintenance person.”

- Maritime Authority Trinidad

“Good content very practical applicable to our maintenance practices.”

- Powergen 

Knowledge Partner

Oxford Business Group (OBG) is a global publishing, research and consultancy firm, which publishes economic intelligence on the markets of Latin America, the Middle East, Asia, and Africa.

OBG offers comprehensive analysis of macroeconomic and sectoral developments, including banking, capital markets, energy, infrastructure, industry and insurance.

OBG’s acclaimed economic and business reports are the leading source of local and regional intelligence, while OBG’s online economic briefings provide up-to-date in-depth analysis. OBG’s consultancy arm offers tailor-made market intelligence and advice to firms operating in these markets and those looking to enter them.

Event Endorser

MCLI was established in 2004 by infrastructure investors, users and service providers on the Maputo Corridor to address constraints hindering freight movement and to market the viability of the corridor for regional trade. Its partnership of public and private sector members and proactive role has resulted in visibility, credibility and acknowledgement as a model corridor management institution.

Resulting from investment in key infrastructure, the corridor has been a powerful instrument of regional and economic integration; with over $5billion invested in the region since its inception, resultant capital flow has provided sustained economic growth on the corridor in recent years.

Inherent to MCLI’s success is its leveraging of relationships at the highest level to pursue its vision of a cost effective, reliable logistics route. www.mcli.co.za

Media Partners

CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users which have experienced products and services first-hand and have an interest in letting other potential buyers their thoughts on their experience. CrowdReviews.com is driven by an algorithm allowing for both customers and providers of products and services to understand how the rankings are determined. The service can be used by potential buyers to learn more about their vendors prior to making a purchasing decision

Voicesofleaders is a global business network for top executives and companies to Meet, Share and Grow.

We empower entrepreneurs, sme’s and large businesses to succeed by providing customized business profiles by building brand reputation, boosting business potential while increasing business networking among members of VL leaders network.

The customized Business profiles allow you to: Meet top executives across a wide variety of industries, sectors and countries. Share, your business needs among members looking for specific business opportunities Grow your business network at a local and international level while increasing the possibility of creating synergies, finding partners and investors.

Proudly African is an initiative of Global Village Africa which is a marketing and business platform geared towards showcasing and harmonising Africa’s development, trade and cultural diversity to a global audience.

This is where the BEST OF AFRICA in business, government and non-profit organisations unite, promoting their vision and best practice in order to find the right customers, partnerships and joint ventures – in order to grow alongside the continent’s indisputable economic potential.

The initiative has an unstoppable magnetic presence with its ever growing country and sectoral window already in over 20 African states. We invite all leaders in business and government across Africa to showcase and integrate their visions and activities so as to promote inter-Africa trade, investment and technology transfer from around the globe

The www.gvpedia.com site was launched in 2008 so the success stories from the Best of the World print publications could all feature on an online platform. We have more than 5000 pages live and growing fast. In July 2009 we launched a partnership programme and an eBook library to GVPedia which has opened up the scope for new publishing partnerships beyond the ‘Best of Series’ with complementary books and magazines that focus on travel and business from around the world.

The Partnerships Bulletin, PPP Bulletin and P3 Bulletin are a series of magazines and websites providing in-depth updates on partnership working between the public and private sector to procure, build and manage public infrastructure.

Each hard-copy edition of P3 Bulletin (Americas) and Partnerships Bulletin (UK) includes news, interviews with the top industry figures, in-depth market reports on partnership sectors and industry authored articles covering transport, waste, education, healthcare, housing, courts and leisure. Plus, the magazine includes a Business Leads section – giving you information about projects before they are even advertised.

Subscription to all three websites also gives you unlimited access to constantly updated news stories, features and searchable Project Tracker.

The websites and magazines are essential reading for industry professionals to help them make informed decisions and remain at the cutting edge of partnerships and infrastructure business information.

Africa Investor (Ai) is a specialist investment communications firm advising governments, international organisations and businesses on communication strategies for capital market and foreign direct investments in Africa. Africa investor publishes Africa investor, the leading international newsstand magazine for Africa’s investment decision makers; maintains the Ai40 Investors’ Index, hosts the Ai Institutional Investment Summit & Awards, Ai Investment Climate Summit and Investments and Business Leader Awards and the Ai Infrastructure Investment Summit & Awards, among other events.

Animus provides an overview of Sustainability activities in Africa and the direction that has been taken by most companies. The magazine uses the CSR analysis approach to validate the sustainability of various projects underway at any stage of implementation. We provide the much needed platform for sharing best practice with a growing sustainability network. www.animus-csr.com

Africa Monitor is internationally recognised as providing essential information for anyone doing business in, or with Africa. The publication provides subscribers with systematic political risk assessment, economic forecasts and business analysis for every country across the region.

Published by Business Monitor International, the emerging market specialists, Africa Monitor is broken down into four sub regional publications, of which any combination can be subscribed to. The Middle East and Africa Monitor website http://www.meamonitor.com/ includes ALL the content from the publications, a 24-month archive, and gives the added flexibility of exploring that content by country, topic or keyword.

Our publications are subscribed to by over 50% of the Global Fortune 500 companies. Why not take the time to find out why? Click here to visit http://www.meamonitor.com/ for a FREE trial, or call Tel: +44 (0) 20 7246 1403.

Live Trading News is constantly updated to bring you top market news from around the world. It is produced by dedicated staff in Hong Kong working with colleagues in Asia and the United States. We also handpick articles from the world’s top market blogs, money managers, financial experts and investment newsletters.

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Clocate.com is a leading search engine and directory for worldwide conferences and exhibitions.

For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

Venue: Online Virtual Workshop, Your Computer


For a copy of the FULL AGENDA, please send email to: hayat@neo-edge.com
Or please call us at Tel: +65 6282 7082

You are encouraged to send registration or enquiries to us via hayat@neo-edge.com directly, which can enable us to respond faster than filling in the below Form.

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