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SHUTDOWN AND TURNAROUND MANAGEMENT: BEST PRACTICES FOR MINIMISING DOWNTIME, COSTS, AND RISKS

Shutdown and turnaround management is an essential process for industries, particularly for mining operations like BHP, where equipment reliability and operational efficiency are critical.

 

Shutdowns are planned stoppages that occur for the inspection, maintenance, and repair of equipment, ensuring that everything remains in optimal working condition. Turnarounds, on the other hand, involve the complete shutdown of a unit or plant for extensive maintenance and inspections. If these processes are not well-managed, they can lead to prolonged periods of downtime, increased costs, and heightened operational risks.

 

In this article, we will explore what shutdown and turnaround management entails, the most common mistakes, how to improve the process, and the best strategies to optimise the duration, costs, and risks associated with these stoppages.


Engineer holding a tablet in one hand with a white helmet, yellow shirt, glasses and in front of a possible machine

What is Shutdown and Turnaround Management?

Shutdown and turnaround management involves planning and executing scheduled maintenance activities that are necessary to ensure essential equipment continues to operate efficiently and safely. In industries such as mining, where continuous operation is vital, shutdowns and turnarounds need to be meticulously planned to minimise disruptions and maximise productivity.

 

The main objectives are:

  • Preventive and corrective maintenance: Ensuring equipment is in good working order before failures occur.

  • Regulatory inspections: Meeting industry standards and regulatory requirements.

  • Equipment replacements or upgrades: Installing or upgrading essential equipment.

 

By ensuring that all these activities are carried out during shutdowns, companies can avoid unexpected failures and maintain a more efficient level of operation over time. 

 

Common Mistakes in Shutdown Management

There are several challenges and mistakes that can arise during the shutdown and turnaround process, which can severely impact schedules and budgets. Here are some of the most common errors:

 

1. Lack of Detailed Planning

One of the most frequent errors is the absence of a robust plan that covers every aspect of the shutdown. Without adequate planning, unforeseen emergencies and tasks may arise, extending downtime and increasing costs.

 

2. Scope Creep

When the scope of work is not well-defined, additional tasks are often added without proper assessment of how they will impact the schedule and budget. A lack of scope control can lead to delays and increased complexity in the process.

 

3. Last-Minute Changes

Changes to the original shutdown plan during execution are one of the primary causes of disruption. These changes often result in wasted time, inefficient use of resources, and higher costs.

 

4. Poor Resource Allocation

If the allocation of personnel, tools, and materials is not well-planned, it can create conflicts and inefficiencies, resulting in a shutdown process that does not adhere to the established schedule.

 

5. Lack of Focus on Safety

Shutdowns and turnarounds involve operational risks, and if safety measures are not strictly followed, accidents can occur, leading to injuries or equipment failures, which cause further delays.

  

Phases of Shutdown and Turnaround Management

Effective shutdown and turnaround management is divided into essential phases that help structure and ensure the success of the process:

 

1. Definition Phase

In this phase, the main objectives and scope of the shutdown are defined. It is also crucial to ensure that all stakeholders are involved in the process and that communication between teams is well-established. The overall schedule is outlined here.

 

2. Planning Phase

This is where the technical details of the shutdown are developed. Tasks are sequenced, resources are allocated, and risk assessments are conducted. The plan should be as detailed as possible to minimise any surprises during execution.

 

3. Implementation Phase

During the implementation phase, maintenance tasks are carried out. Resources are mobilised, and progress is closely monitored, with continuous updates and adjustments to ensure that the schedule and budget are adhered to.

 

4. Closeout Phase

After the shutdown is completed, a review is conducted to capture lessons learned and identify improvements that can be applied to future stoppages. The post-project evaluation is essential to ensure that any issues encountered are avoided in the future. 

 

How to Improve Shutdown Management

Improving shutdown and turnaround management requires a proactive approach. Some important strategies to optimise the process include:

 

1. Efficient Planning and Scheduling

The success of a shutdown depends on how detailed and realistic the planning is. Project management tools help organise tasks, resources, and monitor progress. Early scheduling also allows for effective coordination and the resolution of potential conflicts.

 

2. Risk Management

A key component of a successful shutdown is risk mitigation. Identifying risks early and creating contingency plans minimises the impact of unexpected problems, such as equipment failures or supply shortages.

 

3. Use of Advanced Diagnostics

Conducting diagnostics and predictive analysis on equipment before the shutdown can help identify potential failures. This enables the team to be better prepared to carry out repairs during the shutdown, minimising surprises.

 

4. Resource and Inventory Management

An effective way to avoid disruptions is to ensure that all resources, including materials, tools, and labour, are available at the right time. Planning in advance and maintaining strict controls over inventory can significantly reduce costs and delays. 


Two men, one in a white dress shirt and an orange vest, pointing to an iron structure, and the other man in a black t-shirt and orange and yellow vest looking at the irons

Strategies to Optimise Shutdowns

Optimising shutdowns involves focusing on three main objectives: minimising downtime, reducing costs, and managing risks efficiently. Here are some practical strategies:

 

1. Minimising Downtime

To reduce the duration of the shutdown, detailed planning and precise execution are essential. Critical path analysis helps identify the tasks most likely to delay the schedule, allowing resources to be allocated efficiently.

 

2. Reducing Costs

Cost control is fundamental during shutdowns. To avoid budget overruns, it is important to limit last-minute changes and manage materials and supplies appropriately.

 

3. Risk Management

Proactive risk management is critical to reducing the impact of problems during shutdowns and turnarounds. This includes contingency planning, effective resource allocation, and early identification of potential issues through predictive maintenance techniques.

 

The Positive Impact of Well-Executed Shutdowns on Equipment Longevity

When carried out correctly, shutdowns and turnarounds not only minimise downtime but also have a direct impact on the longevity of equipment. Equipment that undergoes regular, well-planned maintenance tends to have a longer operational life, which, in the long term, results in more reliable operations and lower emergency repair costs. 

 

Risk Management in Turnarounds: Reducing the Chances of Failures

During a shutdown or turnaround, risk management is crucial to ensure failures are avoided. Strategies to reduce the likelihood of failures include:

 

  • Early Risk Identification: Conducting predictive maintenance and regular inspections helps identify issues before they become critical.

  • Contingency Planning: Being prepared to deal with failures or unexpected problems minimises response time and prevents severe delays.

  • Quality Control: Ensuring that all tasks are completed to a high standard reduces the chances of operational failures after the shutdown. 

 

Shutdown and turnaround management is a complex and vital process. With the right practices in planning, execution, risk mitigation, and cost control, companies can ensure that their scheduled stoppages are both efficient and effective. In addition to minimising the impact on schedule and budget, well-managed shutdowns prolong the life of equipment and enhance overall operational reliability.

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