PHA/HAZOP Leadership (Collaboration with Process Improvement Institute (PII) – USA)


Instructor : Bill Bridges / Revonda Tew (View Profile)

Upcoming Session : 2016
Download Course Brochure open-file-icon mini

The risk review techniques most popular for initial PHAs of entire units or of large projects, MOC reviews, and PHA revalidations are hazard and operability (HAZOP) analysis and what-if/checklist. Both of these techniques facilitate systematic, imaginative searches for process hazards and potential operational difficulties.

In this course, you will also learn how to use the failure mode and effects analysis (FMEA) method and you will learn how to use checklists of hazards to supplement your brainstorming analyses. You will learn the best situations and circumstances to use each technique. You will lead and participate in several analyses to familiarize yourself with each technique.

One complete course-day focuses on human factors issues and how to analyze for human errors that can occur in step-by-step procedures; this is the most important part of any risk review. You will learn the original form of the HAZOP and what-if/checklist techniques so you can effectively analyze procedures (startup, shutdown, normal batch operation, emergency operation, etc.) for the hazards of not performing a step as specified.

What You Will Learn
•How to perform a PHA to meet PSM requirements for initial PHAs and management of change analyses including these critical elements:
-Preparing for the PHA
-Scoping the PHA
-Collecting information
-Selecting the team
-Leading a meeting
-Documenting results
•How to analyze operating procedures for critical accident scenarios.
•How and when to apply HAZOP, FMEA, and/or what-if/checklist analyses methods to any process system in any industry such as chemical, petroleum, pulp and paper, explosives, mining, iron and steel, pharmaceuticals, and consumer products.
•Experience via realistic workshops.

• Process Engineer or Project Engineer
• Operations Supervisor
• PSM Coordinator
• E, H, & S Managers & Engineers

-Learning objectives
-Overview of process safety management
-Risk assessment concepts
-Overview of PHA requirements
Overview of risk review methods
-Methods and their usefulness over the life cycle of a process
-Making risk judgments
-Human factors concepts and how to address human factors during hazard evaluations
Preparing for the hazard evaluation (risk review or PHA)
-Scoping the analysis
-Choosing technique and level of detail and sections
-Choosing the team members
-Logistics and procedures for pre-meeting, meeting, and post-meeting tasks
What-if/checklist technique
-Workshop: Example What-if (instructor-led)
-Workshop: What-if/checklist review of a continuous process

HAZOP technique
  – Workshop: Example HAZOP (instructor-led)
  – Workshop: HAZOP review of a continuous process
Analysis documentation, results, and follow-up
Workshop: HAZOP review of a continuous process (continued)

(Workshop: HAZOP review of a continuous process (continued)

HAZOP/what-if techniques for analyzing procedures and batch processes
Workshop: Example HAZOP of a procedure (instructor-led)
Workshop: HAZOP/what-if reviews of batch processes and procedures

Workshop: HAZOP/what-if reviews of batch processes and procedures (continued)
• Failure Mode Effect Analysis (FMEA)
  Workshop: FMEA of a critical auxiliary system
• Checklist analysis as supplements to brainstorming methods
  Workshop: Using Checklists after brainstorming methods
• Workshop: Estimating the schedule and labor required to perform a PHA

Certification exam (optional)

(optional Software Training – Does NOT include a license to the software; the license must be purchased separately)
Hazard Evaluation Software – functions and features
Workshop: Using software to prepare for and document hazard evaluations/risk reviews