Commissioning & Operational Readiness Principles and Practices

VAL-125
This course introduces the principles of Commissioning & Operational Readiness (COR) from construction through to project completion. Readiness factors and “hot spots” are introduced to address Construction Industry Institute (CII) findings that 40% of projects experience schedule delays during commissioning and startup.

Participants will learn the six phases of commissioning, their interdependencies, and the importance of early operational team involvement to identify and resolve issues before transitioning phases.

The course covers Valency’s Commissioning & Operational Readiness Assessment methodology and the related Carve software application. It details facilitation techniques, participant roles, and logistics for successful assessments to improve transition readiness.

Learning Objectives

  • Understand challenges in the transition from project completion to operations.
  • Review CII research on managing the transitions from construction to operations.
  • Learn how the COR methodology enhances project performance.
  • Recognize the benefits of early identification of gaps for schedule certainty.
  • Recommend timing and importance of COR Assessments for each phase.
  • Conduct a COR Assessment using the Carve for Commissioning & Operational Readiness application.
  • Guide the project team in post-assessment steps for improved transition readiness.
  • Customize the COR Assessment template to fit your organizational needs.

 

Duration Two half-day sessions Delivery Virtual, Instructor Led
Credits 7 Professional Development Hours (PDH) Group Size 15
Focus Learn how to improve schedule certainty using the Commissioning & Operational Readiness Assessment.
Who Should Attend? Commissioning and Startup Management, Construction Manager, Plant Operations Management, Operations Readiness Management, Engineering Manager, Program Manager, HSE Manager, Contracting and Procurement Manager, Business Unit Management, and Project Director/Executive
Related Courses and Certification VAL 107: Project Risk Management Principles & Practices

Open Toggles
Introduction
  • Overview of course objectives and agenda
  • Business impact of schedule delays during Commissioning
  • Role of the Commissioning & Operational Readiness Assessment in reducing schedule delays
  • Commissioning phases
  • Shutdown/turnaround considerations
  • Challenges in transitioning from “construction by area” to “commissioning by system”
  • System level-complexity
  • What is construction readiness?
  • What are factors and hot Spots?
  • Interactive exercises
Research Background
  • Origin of the Commissioning & Operational Readiness Assessment
  • Related CII Research Initiatives
  • RT-121 Planning for Commissioning and Startup (CSU)
  • RT-312 CSU Critical Success Factors & Indicators
  • RT-333 Manage CSU Transitions
  • Application of the research
Assessment Methodology
  • Structure of the Assessment
  • When to conduct an assessment
  • Factors – standard, hot spots, ongoing
  • Missing Factors
  • Role of Action Items
  • Readiness Charts
Preparing for an Assessment
  • Assessment preparation steps
  • Kickoff meeting
  • Background materials to provide a facilitator
  • Recommended assessment participants
  • Key dates
  • Pre-meeting process with key leaders (Project Manager, Construction Manager, Commissioning Manager)
  • Specific benefits for team members
  • Role of the Facilitator and Co-Facilitator
  • Facilitation best practices
  • Planning the meeting environment – Virtual or In-Person
  • Interactive exercise
Conducting an Assessment
  • Walk-through of Carve for Commissioning & Operational Readiness
  • Attendees and the importance of open communication
  • Assess factors
  • Review phase scores
  • Interpreting the transition readiness chart
  • Review missing factors, comments, and action items
  • Summary report and best practices
  • Interactive exercise
Strategies for Successful Implementation
  • Utilize assessment findings
  • Customizing the assessment template and adding organization-specific factors
  • Portfolio setup
  • Lessons learned for future projects
  • Configuring score ranges
Summary
  • Review the performance impact of ensuring projects are transition ready for each phase of commissioning
  • Discuss important “take-aways”
  • Conduct course evaluation
Register for an Upcoming Course
Virtual Course

November 12 & 13, 2024

10:00 AM – 2:00 PM EST

$1,000 CAD

Register

$749 USD

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Testimonials

What Our Clients Say

“I found the commissioning case studies very relatable and I’m keen to apply the assessment right away.”

Operational Readiness Manager

Pulp & Paper Organization

“I noted the importance of Hot Spots and found them highly relevant to my projects.”

Capital Project Application Specialist

Agriculture Company

“This is going to give us the structure we need to have productive meetings and prepare for the start of commissioning.”

Project Manager

Global Manufacturer

CII Registered Education Provider
CII Registered Provider
Valency is a Registered Provider with the Construction Industry Institute (CII).
CII Registered Education Provider

CMAA Registered Provider
This course is eligible for 7 RPs from the Construction Management Association of America (CMAA).

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