The Executive Diagnostic and Governance Toolkit
Mastering Upstream Operations in Oil and Gas
Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing Oil gas and pipeline operations.
Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.
| 1 |
You stop guessing where you stand. You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis. |
| 2 |
You can defend the decision. You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language. |
| 3 |
The work actually moves. The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total. |
| 4 |
You use it the day it lands. No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over. |
The situation this is built for
The pressure to maintain output while reducing costs and meeting safety and environmental standards has never been higher. Legacy systems, fragmented data flows, and siloed decision-making slow response times and increase risk. New methods are emerging that expose inefficiencies once considered unavoidable. As the leader responsible for results, you face a critical question: is your function adapting or just absorbing stress? Without a clear way to assess its true state, you risk falling behind not because of effort, but because of structure.
Who this is for
Head of Upstream Operations in a mid- to large-cap energy organization. Responsible for drilling, production, reservoir management, pipeline integrity, and field operations across multiple assets. Operates in a high-stakes environment where reliability, compliance, and cost control are non-negotiable. Values practical frameworks over theory and leads teams under constant pressure to deliver.
Who this is not for
This course is not for consultants seeking generic models, junior staff looking for technical certifications, or those expecting software tools or vendor comparisons. It is not a technology primer or a financial valuation course.
What you walk away with
- Diagnose the true health of your upstream operations function
- Identify hidden dependencies that create operational fragility
- Map decision pathways that impact drilling and production velocity
- Reframe risk exposure in pipeline and well integrity management
- Build a tailored action plan that strengthens operational control
How this maps to your situation
- Current state assessment
- Decision system analysis
- Data foundation evaluation
- Change execution planning
Before vs. after
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 to 4 hours per module, designed for completion over 12 weeks with time to reflect and apply concepts to your specific context.
How this compares to the alternatives
Traditional consulting engagements offer external perspectives but leave you without ownership. Generic online courses provide theory but lack operational specificity. Internal audits focus on compliance, not adaptive design. This course gives you a structured, self-directed method to evaluate your function deeply and build a plan only you can create—because you know your operations best.
Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)
Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.
- Defining the scope of upstream operational ownership
- Mapping physical assets against operational control zones
- Identifying critical workflows in daily production cycles
- Assessing data availability across drilling and completion
- Evaluating real-time monitoring coverage in active fields
- Documenting escalation paths for operational exceptions
- Benchmarking maintenance scheduling against failure rates
- Reviewing interface points between field and central teams
- Analyzing downtime logs for recurring failure patterns
- Validating reporting accuracy from remote operating sites
- Assessing integration of safety systems with operations
- Cataloging undocumented workarounds in field execution
- Tracing the path from field observation to executive awareness
- Measuring time to decision in well intervention scenarios
- Identifying bottlenecks in cross-functional approval chains
- Analyzing delay causes in production shut-in events
- Mapping information flow during abnormal operating conditions
- Evaluating authority distribution across operational tiers
- Reviewing incident response timelines for speed gaps
- Assessing reliance on manual coordination in emergencies
- Quantifying decision delays due to data reconciliation
- Detecting hesitation in escalation due to role ambiguity
- Comparing actual vs. expected response windows
- Documenting cases where delayed action increased risk
- Inventorying data sources used in reservoir management
- Checking consistency of well performance metrics across tools
- Assessing data latency in production reporting systems
- Identifying manual adjustments in automated data streams
- Validating alignment between field instruments and databases
- Reviewing data ownership and stewardship responsibilities
- Evaluating integration of third-party service provider data
- Testing availability of historical data for trend analysis
- Auditing data lineage in executive performance dashboards
- Detecting contradictions in safety and operational records
- Assessing confidence levels in real-time decision inputs
- Documenting workarounds due to data trust issues
- Mapping expertise distribution across operating regions
- Evaluating transfer of learnings after field incidents
- Assessing clarity of role expectations in shift handovers
- Reviewing frequency and depth of technical coaching sessions
- Identifying silos between engineering and field execution
- Measuring participation in operational improvement initiatives
- Auditing feedback mechanisms from frontline to leadership
- Evaluating use of lessons learned in new project planning
- Assessing retention risk in critical technical roles
- Reviewing consistency of operational standards enforcement
- Analyzing engagement in safety and reliability programs
- Documenting reliance on individual experts versus systems
- Identifying single points of failure in control systems
- Mapping reliance on non-redundant communication channels
- Assessing dependency on legacy software with no support
- Evaluating continuity risk in vendor-dependent operations
- Reviewing access controls for critical operational systems
- Identifying manual overrides in automated safety protocols
- Analyzing supply chain fragility for well intervention parts
- Assessing reliance on individual contractors for core tasks
- Mapping interdependencies between production and maintenance
- Evaluating backup options during control room outages
- Reviewing disaster recovery readiness for field networks
- Documenting workarounds that bypass formal procedures
- Assessing corrosion monitoring coverage across pipeline segments
- Evaluating frequency and effectiveness of inline inspections
- Reviewing anomaly resolution timelines after pig runs
- Analyzing leak detection system sensitivity and response
- Mapping third-party excavation risks along right-of-ways
- Assessing integrity management alignment with operational changes
- Evaluating emergency isolation valve functionality tests
- Reviewing public awareness program reach and impact
- Analyzing near-miss reporting trends in pipeline operations
- Assessing change management rigor for pipeline modifications
- Evaluating cyber-physical security of remote monitoring systems
- Documenting gaps in emergency response coordination
- Analyzing non-productive time drivers in recent wells
- Evaluating rig move efficiency between drilling locations
- Assessing forecasting accuracy for completion schedules
- Reviewing real-time decision impact on drilling performance
- Mapping stakeholder alignment during well planning
- Evaluating frac stage design versus actual execution
- Analyzing supply chain delays in proppant and fluid delivery
- Assessing post-completion performance versus expectations
- Reviewing deviation management process for drilling hazards
- Evaluating use of real-time data in bit selection and parameters
- Analyzing cost variance across similar well types
- Documenting lessons from underperforming completions
- Assessing frequency of reservoir model updates
- Evaluating integration of production data into forecasts
- Reviewing alignment between drilling plans and reservoir targets
- Analyzing response time to unexpected reservoir behavior
- Mapping communication pathways from geoscience to operations
- Evaluating use of uncertainty ranges in development decisions
- Assessing impact of infill drilling on depletion strategy
- Reviewing waterflood or injection performance monitoring
- Analyzing conformance issues in horizontal wellbores
- Evaluating gas cap or edge water movement detection
- Assessing reserve booking rigor and transparency
- Documenting cases where operational constraints overrode reservoir advice
- Assessing integration of development planning with operations
- Evaluating handover process from project to operations team
- Reviewing life extension planning for aging infrastructure
- Analyzing decommissioning readiness for mature fields
- Assessing alignment between capex planning and execution
- Evaluating workover prioritization against production impact
- Reviewing long-term integrity management for offshore platforms
- Analyzing economic threshold tracking for marginal wells
- Assessing abandonment cost forecasting accuracy
- Evaluating spare parts strategy for long-lived equipment
- Reviewing knowledge retention during asset transitions
- Documenting misalignment between short-term and long-term goals
- Reviewing current KPIs for alignment with business goals
- Evaluating leading vs. lagging indicators in operations
- Analyzing how bonuses align with operational priorities
- Assessing data sourcing for executive performance reports
- Reviewing frequency of KPI calibration and review
- Evaluating transparency in metric calculation methods
- Identifying metrics that incentivize short-term tradeoffs
- Assessing balance between safety, cost, and production metrics
- Reviewing external reporting impact on internal focus
- Analyzing trend visibility in operational dashboards
- Evaluating stakeholder interpretation of key metrics
- Documenting metric conflicts across functional teams
- Assessing meeting rhythms for operational decision forums
- Evaluating clarity of decision rights in crisis scenarios
- Reviewing change control process for operational updates
- Analyzing feedback loops in performance review cycles
- Assessing escalation protocols for technical deviations
- Evaluating inclusiveness of input in capital planning
- Reviewing audit findings implementation tracking
- Analyzing governance adaptability during major disruptions
- Assessing board-level understanding of operational risk
- Evaluating integration of ESG goals into operational reviews
- Reviewing pace of policy updates in response to incidents
- Documenting governance gaps exposed in recent events
- Synthesizing findings from all eleven previous modules
- Prioritizing issues based on risk and operational impact
- Defining clear outcomes for targeted improvements
- Mapping accountability for each recommended action
- Assessing organizational readiness for specific changes
- Evaluating resource requirements for implementation
- Designing phased execution approach with milestones
- Building feedback mechanisms for continuous adjustment
- Aligning roadmap with annual planning and budget cycles
- Creating communication plan for stakeholder engagement
- Establishing metrics to track transformation progress
- Finalizing your hand-built implementation playbook
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
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