shutdown, Turnaround & outage Management (STO)

we employ knowledge, experience and forward thinking to keep our clients shutdowns, turnarounds and maintenance outages safe, efficient and cost effective

don’t let dated plans and processes keep your site from its full potential

Shutdowns, Turnarounds and Maintenance Outages (STO) are complex maintenance or overhaul events that can be unscheduled, or more often, planned events that typically occur every three (3) to five (5) years and consist of activities that cannot be performed during normal operation. With the primary goal of achieving safe and reliable operation as well as maintaining compliance with regulatory responsibilities, it is essential that all of the fundamental components of your STO be managed with vigilance and rigor. CMI Services team consists of professional project managers, planners, supervisors and administrators who will work tirelessly with Stakeholders to fully understand a scope and see your project successfully through to fruition. Understanding, then managing, the critical elements of any STO event is vital to its success and it is the reason why we break down every project into six (6) critical element categories:

Safety is at the forefront of every action taken on an STO event, which is why it is the first consideration in every job. STO events often bring significant increases in staffing requirements, mobile equipment traffic and risk exposure that is not present during normal operation. Ensuring safety policy, programs and requirements are compiled, understood, communicated and embedded in every detail of planning and execution is essential to creating a safe work environment and preventing injury.

Shutdowns, Turnarounds and Outages are complex events entailing multiple streams of work often occurring in parallel or unison with each other. Without relevant and detailed plans to permit accurate forecasting of costs and timelines, as well as provide direction and flow upon execution, success will not be achieved. The planning stage is often separated into two (2) distinct phases, the first being scoping where the initial scope is defined along with initial budget and timeframe. The second phase starts when we enter into the detailed planning which can be a lengthy process. To ensure the most relevant and up to date plans are developed, CMI Services begins with a detailed Communications plan at the “Scoping” phase to ensure key stakeholders are engaged at every stage of the STO event. Each maintenance plan begins with a “clean sheet” approach using historical data, lessons learned and legacy plans as reference material only. Methods of completing a task are continuously evolving, and so should good maintenance/project plans. 

No STO event could occur without a well defined process flow which documents order placement, receiving, verification, documentation, storage and distribution of materials, equipment and services. A robust logistics process and tracking system is established early in a project lifecycle to prevent material and supply delivery issues from impacting your event.

Labour, materials, equipment and lost production are direct contributors to an accurate and thoroughly developed budget. Forecasting a budget relies heavily on the detailed planning work which should always precede a final budget. Maintaining and controlling a budget during an STO requires clear communication and efficient processes to ensure updates are accurate and as “real-time” as possible. CMI Services uses many industry leading software solutions to maintain consistent and efficient data capture and trending of budget spend.

This phase can begin prior to equipment/unit shut down with mobilization of equipment, resources and personnel to site and becomes fully active upon shut down. This phase entails employees and contractors performing the planned work and its success hinges on the detailed and thorough planning and logistics efforts implemented early in the project lifecycle. CMI Services integrates our field Supervisors and Coordinators as early as possible, often at the planning stage, to ensure they have the rooted understanding and knowledge of planned work to ensure smooth execution of field services and quick resolution to found work.

Lessons Learned
No project, big or small, should conclude without first de-briefing key personnel and conducting a lessons learned information session. People are our most valuable resource of information and STO events often draw many subject matter experts together. Drawing on their knowledge and experience is key to continuous development and remaining competitive in todays highly dynamic workplace landscape.