DSM (Dynamic Scheduling Methodology) | DEC (Dynamic Execution Controls) | EvPM (Earned-value Performance Management)

•
0000
Milestone Schedule Step-by-Step Shutdown/Turnaround/Outage Scheduling & Controls Process
• Goals & Objectives (Premise) • Execute Phase 1 of
• Mission Statement / KPI’s Schedule Development • Execute Phase 2 of 2024© Asset Performance Networks
• Organization Chart • Scope & Budget Frozen Schedule Development • Execute Phase 3 of
• Roles & Responsibilities Checklist Schedule Development
• Initial Kick-Off Meeting 18 – 9 Months 120 – 45 Days
• Day 1 (Feed-out)
Months
• Review Schedule
STRATEGIC PLANNING PHASE (NaviTrack™) Duration Compliance for Learned
Determined from Opportunities
Phase 1 Step 2 - 5 • Day ______? (Feed-in)
DETAILED PLANNING PHASE
PHASE ONE
Configure Event in P6 Step 1
or MSP and set EXECUTION PHASE (Nav-x®)
Defaults, Codes, and
Level I Milestones
PHASE TWO CLOSURE PHASE
Create WBS/AMS Step 2 Begin Programming Step 7 Create Execution Step 8
Systemization and and Coding for Level IV Strategy Document PHASE THREE
Project & Phase and V DSM (Dynamic with Execution
Calendars Update Earned Value Step 16 Step 17
Scheduling Method) Coordinators Duration % Complete Input and Program
from Daily Shift Cancelled, Added, or
Reports (03h00) Extra Work Activities
Step 3
Prioritize Tasks and Step 9 Step 10
Input Operations Bundle Task Work
Shutdown & Startup Packages with
Activities (coding) as
Activities & Milestones Relationships as per Advance the Data Date Step 18 Recalculate Plan with Step 19
per Execution Strategy
the Execution Strategy to Next Day/Shift DSM (Dynamic
(07h00) and F9 (in P6) Scheduling Method)
Create LOE (Level of Step 4 to Schedule Shift + F9 (in P6)
Begin DSM (Dynamic Step 11 Use DSM to Optimize Step 12
Effort) Level II Plan for
Scheduling Method) the Plan (cost, No OK
Indirect Resources &
with Leveling Engine in schedule, resources)
Expenses
P6 or MSP and Density Modeling Yes

Is Tool-Time Step 20 Hold DSM Strategy Step 21

Step 5 Performance (Pf) Less Session (03h00) to
Input WO Tasks and Create Resource Step 13 Step 14
Create Longest Path Histograms, KPI
Conduct Strategy Than 1.0? (EV/PV x No Create Daily Shift
Level III Plans Session Rehearsals EV/AV = Pf) Report
Reports and Daily Shift
(Nav-x®) with Pre-work
Schedule Reports Yes
Create Daily Shift Report
Step 6 Filters by WBS, Contractor,
Create Resources and
Discipline, Systemization, Save Baseline for Step 15 Adjust PF as required Step 22 Export Data to KPI / Step 23
Crews with Limits and or by Organization Chart Schedule Variance & and recalculate with Print Daily Shift
PF Calendars Structure and OBS in P6. EvPM S-curves at T- DSM (Shift + F9 in P6) Reports for Distribution
minus Zero

international Association of Planners,

Schedulers, and Cost Controllers
www.iapscc.com | #iapscc
 DSM (Dynamic Scheduling Methodology) | DEC (Dynamic Execution Controls) | EvPM (Earned-value Performance Management)
Nav-x® Execution Strategy Best Practice Procedure & Illustration
2024© Asset Performance Networks
The Scheduler’s role is to translate the execution strategy into the most
optimized event plan (lowest cost, shortest duration, fewest resources).
Nav-x® Execution Strategy Best Practice Procedure for the most Optimized Event Plan (aka the Schedule)
Purpose: Collaborate with key stakeholders to produce the most optimized, navigable, and controllable event plan for the STO event Execution Phase.
Key Stakeholders: AMT (Asset Management Team—Operations, Technical, Engineering) | Execution Coordinators | Planning & Scheduling | Contracting &
Logistics | Risk Management | Optional: Safety, Environment, Waste Management (invited to later meetings along with core team and steering committee).
Step 1) Set up the STO Execution Strategy Room in a centralized location and
schedule weekly Execution Strategy Workshops (T-minus 3 – 6 Months),
Step 2) Review Level I Milestone Schedule and agree on Systemization and
Phases (S/D | Decom/ISO | Open/Clean | Inspect/Repair | Close | PSSR / SU),
agree on Scorecard Milestones, e.g., assets open for inspection, ready to close,
Step 3) Review Premise and KPIs/Targets (Safety, Quality, Efficiency) with PF
(Productivity Factor) by phase, contractor, discipline, and work type,
Step 4) Review approved scope based on Process Integrity (Shutdown), Asset
Integrity (Turnaround), and Mechanical Integrity (Outage) by Asset Type, e.g.,
Heaters, Exchangers, Vessels, Piping, Valves, Rotating, E/I, Projects,
Step 5) Categorize and prioritize Assets (Task/Work Order/Job Package) and
bundle job packages by Parent Assets or Work Type and Execution Strategy,
Step 6) Produce Level III Plan (aka Schedule) with manual scheduling (CPM) to
produce Longest Path/Critical Path for each System (multiple Critical Paths
might create the overall event Longest Path/Critical Path, with several Near-
Critical Activities (Level IV and Level V Dynamic Scheduling Methodology),
Step 7) Use DSM to schedule all remaining Work Package Activities to produce
the most optimized plan (run ‘what-if’ scenarios for density modeling, SIMOPS),
Step 8) Review Resource Histograms for over-allocation and adjust limits as
necessary, until plan is optimized with lowest cost, shortest duration, fewest
resources)—continue until all key stakeholders agree; then, Baseline.

international Association of Planners,

Schedulers, and Cost Controllers
www.iapscc.com | #iapscc