Introduction to IPM Process & Systems

IPM IPM Processes & Systems

IPM

Outline
• Integrated Project Management System (IPMS)
• Shield
• Policies and Standards

IPM Processes & Systems

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 Training Objectives
At the end of this module you will:
• Basic Knowledge of IPM systems & Processes and
where to find them including:
• Shield, IPMS, Policies & Standards

IPM Processes & Systems

IPM

Processes and Systems

Business Deliverables Business Strategies Business Plans

Provide the necessary • Disciplined BD process • Common Project Evaluation

processes and systems that Toolbox
will enable us to manage risk
• WCI processes and systems •WEMS 2002
and unlock additional value
from SLB projects
• PS&E processes and systems •PEMS

• JVE processes and systems •IPMS

IPM Processes & Systems

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 Integrated Project Management System
Commitment
and
Mgmt
How It All Fits Together…
The IPMS Commitment

SH
SLB &, OFS, IPM

IEL
Worldwide
Policies & Standards

D,
QHSE Management

Th
System

eI
IPM policies & IPM Competency

PM
standards Assurance

Qu
Drilling Client Local

ali
Contractor QMS/SMS Legislation
WEMS PEMS

ty
& Scope and

Ma
QMS/SMS of Work Regulation
Project Bridging Document

na
Project-specific Management System Manual

ge
Project Level

me
QHSE Plan & Emergency Response Plan

nt
Sy
Bridging Bridging Bridging
Document Document Document

ste
Segment Segment Segment Contractor Contractor Contractor
QMS/SMS QMS/SMS QMS/SMS QMS/SMS QMS/SMS QMS/SMS

m
Project-specific Procedures, IPM Policies & Standards

Bridging Bridging Bridging

Document Document Document
Segment Segment Segment Contractor Contractor Contractor
QMS/SMS QMS/SMS QMS/SMS QMS/SMS QMS/SMS QMS/SMS
IPM Processes & Systems
IPM Subcontractor QMS/SMS

Definitions - 1
IPMS “The way IPM Managed OFS Projects are conducted”

• IPMS: The Integrated Project Management System, A

complete process model and a system of Project
Management, supported with Policies, Standards,
Procedures, Templates, Guidelines and other reference
documentation, that shall be used for the development,
execution & management, and the termination of projects.

• SHIELD: The IPM Quality Management System that

follows OFS QHSE Management System and closely
integrated with IPMS to present the mechanism for
controlling all aspects of IPMS.

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 Definitions - 2
• IPMS Subsystems:

• WEMS:The “Well Engineering Management System”, A process

that supports and shall be used for the Design, Execution,and
Evaluation (DEE) of all well engineering operations
• PEMS:The “Production Engineering Management System”, A
process that supports and shall be used for Design & Plan,
Execution and Evaluation of all Production Operations..

IPM Processes & Systems

IPM

Integrated Project Management System

(IPMS) Characteristics
• Constructed utilising a process orientation
• Constructed based on the industry accepted E&P business
model or process for exploiting hydrocarbon resources
Oil Co:

EXPLORE APPRAISE DEVELOP PRODUCE ABANDON

Schlumberger:
Project
Project Transition &
Evaluation, Execution & Termination &
Identification Start-up
Negotiation & Implementation Re-negotiation
& Selection
Closure

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 Schlumberger
Integrated Project Management
SHIELD Process Model WEMS

Project Project Evaluation

Identification & Negotiation Transition & Start- Execution & Termination &
Selection Closure up Implementation Negotiation

y Establish Area/ y Finalise Bridging Doc.

y Detailed Project y Re-evaluate/Value
Geomarket y Create/Verify/Update
Evaluation Assets
Objectives& Strategy Asset Register
y Project Finance yWell
WellConstruction
Construction& y Termination/Re-
y Market Analysis y Compile/Finalise Intervention
y Risk Management y Facility Construction negotiation/Review of
y Initial Screening Transition Plan
y Negotiation y Production Contract
y Rank and Prioritise y Final Field Dev. Plan
y Resource Planning/ Operations
Facility Construction y Abandonment &
y Secondary Screening y Final Operating Plan
Compiling Plans y Maintenance
Production Ops Decommissioning
y Preliminary y Final Annual Business
y Tendering & Operations-Wells
Maintenance Ops & y Transfer Obligations,
Management Review Plan & Budget
Contracting Facilities Title & Liabilities
y Formalise interest/ y Cascade Business Plan
y Due Diligence
secure client & Targets
y Reviews & Approvals
commitment y Start-up

Support Processes

y Quality, Health,
Quality, Safety
Health, & &
Safety
Environment
Environment
y Logistic Services y Finance & Accounting PEMS
y Information Technology & y Land Administration, Legal &
y Human Resource Management
Communication Management Regulatory
y Supply of Goods & Services

IPM Processes & Systems

IPM

Implementation
Every project is unique
• A critical success factor in an IPM project is the generation of project
specific management documentation.

• IPMS process will be used by each project to build project specific

management systems and processes to suit its environment and contract.

• Project Management Discipline through IPMS enables to:

• Prepare a coherent plan to address cost,staff, operations,communication, risk,
procurement , QHSE management and project standards.
• meet all customer, contract and SLB project objectives,
• ensure operational integrity.
• identify risks and define mitigation plans
• capture and disseminate best practices

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 IPMS Structure
Company
Industry Codes & Standards
Policies & Procedures, QHSE MS

Host Country
Legislation
Integrated Project
Management Manual
Client’s
Systems

Project Standards, Procedures, Work Instructions, Templates,Reference Documents

Contract &
Objectives

Project Specific Integrated Project Management System

IPM Processes & Systems
IPM

IPMS Status and Plans

• 2002: Field Test of IPMS on 4 projects
• Shirvan- PO/JVE – Q1_2002
• EPL- WCI – Q3/4_2002
• Bokor – JVE – Q2/3_2002 - Ongoing
• Burgos_4 – Integrated Services/WCI – Currently ongoing

• 2003: Training and Implementation on all New

Projects

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 SHIELD QHSE Management System
Commitment & Leadership

Policies & Objectives Improvement

Organization & Resources

Contractor Management

Risk Management Correction

Design & Planning

Implementation & Monitoring Control

Assessment & Continuous

Improvement

IPM Processes & Systems

IPM

Why an OFS QHSE MS?

Different for each Client Continuous Need for step

product line expectations improvement not change to
built into all maintain
• No system in • Most operators
existing programs industry
some product lines have and are calling
leadership
for HSE-MS
• Need for
harmonization • Integrated projects
• Reinventing the
wheel

Effective QHSE Management = Good Business

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 Industry QHSE Drivers
E&P Forum
Piper Cullen Inquiry Guidelines for
Alpha Report HSE MS OFS
Incident (Piper Alpha Geco Prakla QHSE MS
investigation ) HSE MS

‘85 ‘86 ‘87 ‘88 ‘89 ‘90 ‘91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 ‘98

Shell Safety Case IPM HSE MS

Enhanced legislation, offshore ( SHIELD )
Safety U.K., extending
Management through Europe 96% of Gulf Coast
Initiative operators
Exxon Dowell, complying with
Valdez, Sedco Forex MMS Safety &
Alaska HSE MS Environmental
Management
Program

IPM Processes & Systems

IPM

Eight Key Elements of SHIELD

Commitment & Leadership

• QHSE is line management responsibility

• Line management provides strong, visible commitment,
leadership and personal involvement in QHSE
• Line management makes available the resources
necessary to achieve QHSE objectives.
Policies & Objectives
• Policies and strategic objectives defined, deployed and
maintained at all organizational levels
Organization & Resources

• Organizational responsibilities defined, and necessary

resources provided to achieve QHSE objectives
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 Eight Key Elements of SHIELD
Contractor & supplier
Management

• Suppliers and contractors managed to ensure that their

products and services meet applicable OFS QHSE
standards
Risk Management

• OFS continually evaluates risks to our workforce,

clients and the environment
• Provides necessary information to reduce risk and
mitigate impact of our operations on health, safety and
the environment
Design & Planning

• QHSE is an integral part of the design, development

and delivery of OFS products and services
IPM Processes & Systems
IPM

Eight Key Elements of SHIELD

Implementation & Monitoring

• Activities conducted in accordance with defined

standards
• Continuous improvement through active employee
participation
Assessment & Continuous
Improvement

• Audits and reviews to verify implementation and

effectiveness of QHSE MS
• Continuous improvement of QHSE MS and all
associated standards, programs and procedures

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 OFS QHSE MS: Before and After

Improvement

Correction

Control

Unstructured Structured

IPM Processes & Systems

IPM

Applying the MS to Driving

Personal Example Commitment & Leadership

OFS Driving Policy Policies & Objectives

New Driving Training

Organization & Resources
Facilities/Simulator
Extend driving policy to
Contractor Management
Contractors

Journey Management Risk Management

Electronic Dispatching Design & Planning

Commentary Drives Implementation & Monitoring

Driving Improvement Assessment & Continuous

Monitor reviews Improvement

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 Loss Control Principles
• Most accidents have
multiple causes
• Most injuries caused by
unsafe acts (behavior),
not unsafe conditions
• Unsafe acts indicate
attitude
• Find and treat root
causes
Mobil Refinery Crane Failure - $12MM

IPM Processes & Systems

IPM

Management Commitment to QHSE

• Personal
Walking the walk... Responsibility of line
management

• Equal to production,
cost, etc

• All injuries can be

prevented

• Accidents are a
management
failure

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 Policies & Standards - Definitions:
• Policy
• A Company statement of governing principles.
• Standard
• A document detailing a level of excellence or adequacy to be
attained.
• Procedure/Guideline/Work Instruction
• A document detailing the established way of conducting an
activity.
• Manuals
• Not currently defined: Depends on the Manual
• Well Control Manual – Enforced via IPM Standards
• Drilling Fluids Manual – Good Practice

IPM Processes & Systems

IPM

Why Standards?

TanD dS a
lP
s

τO
r

hE
AcHievE

coNsiTENtly G OOD
GOO D
P FORman ε
er c

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 Why Policies & Standards?

• POLICIES & STANDARDS provide:

• Minimum Performance Levels for activities.
• A baseline for IPM Supervisors and Designers.
• A basis for Bridging Documents.

• POLICIES & STANDARDS are not:

• A replacement for good judgement.
• A set of rules to be followed blindly.
• Static statements.

IPM Processes & Systems

IPM

Policies & Standards Hierarchy

• National Law
• State Law
• Codes of Practice (Legally
Enforced)
• Schlumberger Limited Policies
• Oilfield Policies
• IPM Policies
• IPM Standards
• IPM Guidelines (Manuals)
• Oilfield Standards

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 IPM-PR-QAS-001 Document Numbering
IPM-AA-BBB-123

• AA – Document Type • BBB – Document Classification

• PO – Policy • QAS – Quality System
• ST – Standard • HSE – Health, Safety and Env.
• PR – Procedure • WCI – Well Construction and Intervention
• MAN – Manual • FCI – Facilities Construction
• WI – Work Instruction • POM – Production Operations
• FO – Form • MOM – Maintenance Operations
• REF – Reference Doucment • HRA – Human Resources
• Total of 14 defined

IPM Processes & Systems

IPM

SLB Policies & Standards: Access

Schlumberger Policies
http://www.hub.slb.com/index.cfm?id=id1465
OFS Policies and Standards
http://www.hub.slb.com/index.cfm?id=id18667
IPM Policies & Standards (InTouch)
WCI Policies & Standards (InTouch)

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 IPM Policies and Standards
IP M -P O-QAS -001 C o rpo ra te QHS E P o lic y IP M -S T-WC I-011 Kic k To le ra nc e

IP M -P O-QAS -002 Engine e ring P o lic y IP M -S T-WC I-012 B a rrie rs

IP M -S T-QAS -001 Do c um e nt F o rm a tting Sta nda rd IP M -S T-WC I-013 Autho rity During We ll Ope ra tio ns

IP M -S T-QAS-002 P ro je c t B ridging Do c um e nt IP M -S T-WC I-014 Agre e m e nt o n S pe c ific We ll C o ntro l P ro c e dure

IP M -S T-QAS-003 Glo s s a ry o f QHS E Definitio ns IP M -S T-WC I-015 We ll S hut-in M e tho d

IP M -S T-WC I-016 We ll C o ntro l M e tho d

IP M -S T-QAS-004 M a na ge m e nt o f C ha nge
IP M -S T-WC I-017 Kic k De te c tio n
IP M -P R -QAS -001 Do c um e nt Num be ring a nd C o ntro l P ro c e dure
IP M -S T-WC I-018 Kic k P re ve ntio n
IP M -F O-QAS -001 M a na ge m e nt o f C ha nge F o rm
IP M -S T-WC I-019 C o ns ta nt B o tto m ho le P re s s ure
IP M -C OR P -S 004 Inde m nity a nd R is k
IP M -ST-WC I-020 R e po rting o f Kic ks
IP M -S T-HSE-001 Ga s De te c tio n S e rvic e a nd Equipm e nt
IP M -S T-WC I-021 S ha llo w Ga s R is k As s e s s m e nt a nd C o ntinge n
IP M -S T-HS E-002 Life S a ving a nd Eva c ua tio n Equipm e nt
IP M -ST-WC I-022 We ll C o ntro l while R unning C a s ing
IP M -S T-HS E-003 S im ulta neo us Ope ra tio ns
IP M -ST-WC I-023 Le a k Off Te s t o r S ho e Te s t
IP M -P R -HSE-004 Hygie ne in C a m ps a nd Ac c o m m o da tio ns
IP M -ST-WC I-024 P ro c e dure s fo r R a dio a c tive S o urc e s
IP M -P R -HSE-005 P re pa ra tio n o f a S im ulta ne o us Ope ra tio ns M a
IP M -ST-WC I-025 C a s ing a nd Tubing De s ign
IP M -S T-WC I-001 We ll Engine e ring M a na ge m e nt S ys te m
IP M -ST-WC I-026 Te m po ra ry a nd P e rm a ne nt Aba ndo nm e nt
IP M -S T-WC I-002 Info rm a tio n to be Ke pt o n Lo c a tio n
IP M -ST-WC I-027 We llbo re S urve ying a nd C o llis io n Avo ida nc e
IP M -S T-WC I-003 Kic k De te c tio n Equipm e nt
IP M -ST-WC I-028 We ll C o ntro l B rie fing S ta nda rd
IP M -S T-WC I-004 We ll C o ntro l Equipm e nt Te s ting R e quire m e nts
IP M -P R -WC I-002 C o ntinge nc y S tripping P ro c e dure
IP M -S T-WC I-005 B OP S ta c k a nd Dive rte r M inim um R e quire m e n IP M -P R -WC I-003 Te s ting o f C e m e nt M ixing a nd P um ping Equipm
IP M -S T-WC I-006 We ll C o ntro l C e rtific a tio n IP M -P R -WC I-004 Ope ra tio na l R e quire m e nts fo r C e m e nt S lurrie s
IP M -S T-WC I-007 C o ns e ns us o f We ll C o ntro l P ro c e dure s IP M -P R -WC I-005 C e m e nt P la c e m e nt

IP M -S T-WC I-008 We ll C o ntro l Drills IP M -P R -WC I-006 S e tting a nd Ve rific a tio n o f C e m e nt P lugs

IP M -S T-WC I-009 C a s ing Line r a nd Tubing P re s s ure Te s ting IP M -P R -WC I-007 Kic k To le ra nc e C a lc ula tio n P ro c e dure

IP M -S T-WC I-010 M inim um C he m ic a l S to c ks IPM Processes & Systems

IP M -P R -WC I-008 S urve y P ro gra m P re pa ra tio n
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