Process Safety Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Process Safety Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Process Safety related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Process Safety specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Process Safety Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Process Safety improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Does/did the stationary source perform pre startup safety reviews for modified stationary sources when the modification is significant enough to require a change in the process safety information?
   
   

2. What should facilities consider when determining if technologies, when identified, are effective, available, and economically justified for the particular process or facility?
   
   

3. Is there an effective mechanism in place at the workplace being evaluated that ensures that all the hazards inherent to the workplace are communicated to other employers?
   
   

4. Is it appropriate for facilities to share the results of accident investigations with the local community or alternatively a summary of the accident, and its root cause?
   
   

5. Are there any aspects of the design that will prevent component specific Standard Operating Procedures from being developed per the Process Safety Information Policy?
   
   

6. Is there an inherent challenge in blending safety cultures coming together from a variety of construction industries in the development of an oil and gas facility?
   
   

7. Are there mechanisms in place to ensure employee compliance of safety and health rules, the code of safe practices and other applicable standards at the worksite?
   
   

8. Are there subcontractor sanctions for non compliance of safety and health rules, the code of safe practices and other applicable standards at the worksite?
   
   

9. Has the employer completed a compilation of written process safety information before conducting any process hazard analysis required by the standard?
   
   

10. Are there any other standards, including consensus standards, applicable to AN storage, handling, and management that your facility follows?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Process Safety book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your Process Safety self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Process Safety Self-Assessment and Scorecard you will develop a clear picture of which Process Safety areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Process Safety Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Process Safety projects with the 62 implementation resources:


• 62 step-by-step Process Safety Project Management Form Templates covering over 1500 Process Safety project requirements and success criteria:


Examples; 10 of the check box criteria:


1. WBS Dictionary: Are internal budgets for authorized, and not priced changes based on the contractors resource plan for accomplishing the work?
   
   

2. Cost Management Plan: Are all payments made according to the contract(s)?
   
   

3. Team Member Status Report: Does the product, good, or service already exist within your organization?
   
   

4. Quality Audit: What has changed/improved as a result of the review processes?
   
   

5. Initiating Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
   
   

6. Team Operating Agreement: Did you determine the technology methods that best match the messages to be communicated?
   
   

7. Stakeholder Management Plan: Is the Process Safety project sponsor clearly communicating the business case or rationale for why this Process Safety project is needed?
   
   

8. Human Resource Management Plan: Is an industry recognized support tool(s) being used for Process Safety project scheduling & tracking?
   
   

9. Scope Management Plan: Is there an on-going process in place to monitor Process Safety project risks?
   
   

10. Schedule Management Plan: Has the ims content been baselined and is it adequately controlled?


 
Step-by-step and complete Process Safety Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Process Safety project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Process Safety project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Process Safety project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Process Safety project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Process Safety project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Process Safety project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Process Safety project with this in-depth Process Safety Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Process Safety projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Process Safety and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Process Safety investments work better.

This Process Safety All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.