Opportunity Framing for Technology Projects

Although many Petrogenium courses can be tailored for awareness/inexperienced staff, for intermediate and for experienced personnel, this workshop is specifically for more senior leaders and project staff and will be customized for a specific refinery, plant or unit. The option for post-course consultancy/help-desk support is also available.

This Petrogenium course can be tailored as follows:

1. explain the elements for good project premises and the best way to hold the sessions required (1/2 day)
2. same a) using an example relevant to the client and capture the basis for framing (1 day)
3. same as a) by facilitation of a framing session on an actual opportunity (2-3 days, depending on the opportunity)
4. same as c) plus the draft Premises Document by Petrogenium consultant (2-3 days plus 2 days consultant time)

Participants would be future facilitators for option A. For the other options, selected project staff for B, a team representing strategy, Technology, Operations and Maintenance, Safety and Environment, Finance as many areas mentioned below as possible for options C and D would be present.

Participants may include: Senior Staff and professionals, members of the site leadership team but also managing (Engineering & Construction) contractors.

During the process the team coins the Opportunity Statement, a short pitch summarizing the intent of the opportunity. This is followed by defining Value Drivers, Boundaries, Givens, Assumptions, Stakeholders, Risks (high-level and the basis for the project risk register) and Opportunities (to improve the project). The final step is the drafting of a Road Map for the opportunity. Information is recorded during the meeting in a spreadsheet and can be converted into a Word document or PowerPoint presentation.