The Little Black Book of Maintenance Excellence

Elements of the Turnaround Process

The following list describes the steps for preparing and executing a turnaround (TA). Because of the length of time required for many of the activities, they will necessarily overlap and be done concurrently. On the other hand, the list has been prepared in the nominal order of their accomplishment. For instance, the person performing work must be appointed before the work can begin and all work must be identified and planned before a schedule can be assembled.

Turnaround Process Steps

  1. Identify Turnaround Manager

  2. Assemble Turnaround Team

  3. Adapt TA Calendar and Control Document

  4. Develop TA Premises

  5. Assemble TA Worklist

  6. Close TA Worklist

  7. Initiate Cost Tracking/Forecasting System

  8. Conduct Work-list Review

  9. Order Long-Lead Materials

  10. Conduct Detailed Planning

  11. Develop/Release Bid Packages

  12. Integrate Capital Projects

  13. Develop SD and SU Plans

  14. Develop Final Cost Estimate

  15. Create Comprehensive Schedule

  16. Assemble Work Packages

  17. Conduct Management Review

  18. Optimize Schedule and Job Plans

  19. Release Purchase Orders and Rentals

  20. Assemble Execution Team

  21. Complete Field Staging

  22. Initiate Work Add System

  23. Begin Tracking Schedule/Costs

  24. Begin Tracking Key Measures

  25. Complete Turnaround

  26. Critique Turnaround

The process steps provided above briefly describe the individual activities and the general sequence of events in preparing and executing a large turnaround.

Much like the RMP, the TAP has "loops" that involve decision points and steps that return to earlier activities for reprocessing. An example is when the TA is too costly or takes too long. It might then be necessary to reset the turnaround premises, reduce the scope, and develop a whole new schedule...

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