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
Every day, more decisions in exploration planning, well scheduling, and field data reporting happen outside your direct oversight. Tools are being adopted that bypass traditional approval chains. Field teams use informal channels to share reservoir insights. Third-party data integrations create blind spots in compliance and forecasting. You’re still responsible for results, but you’re losing visibility into how those results are achieved.
Who this is for
Head of Upstream Operations in an independent or integrated oil and gas company, responsible for exploration, drilling, production, and field team leadership across multiple assets.
Who this is not for
This is not for engineers seeking technical training, vendors selling digital solutions, or executives focused only on financial metrics. It’s for those who own operational execution and must maintain authority over how work gets done.
What you walk away with
- Regain clarity in how exploration leads are sourced and validated
- Strengthen control over data used in well planning decisions
- Align field operations with corporate compliance and reporting cycles
- Anticipate breakdowns in multi-team communication before they occur
- Lead change without depending on external platforms or tools
How this maps to your situation
- Diagnosing current operational workflows
- Identifying decision bottlenecks and data gaps
- Reinforcing leadership accountability
- Designing adaptive, sustainable models
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 hours per module, designed to be completed at your pace over 8–12 weeks.
How this compares to the alternatives
Unlike technical training or software demos, this course focuses on the leadership work of maintaining control, clarity, and consistency in complex upstream operations — without prescribing tools or platforms.
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.
- How exploration leads are currently sourced across regions
- Understanding the inputs used in initial geological screening
- Documenting the stakeholders involved in target selection
- Tracing how seismic data informs early-stage decisions
- Reviewing how historical production analogs are applied
- Assessing the role of external consultants in prospecting
- Identifying where informal data sharing bypasses official channels
- Mapping the approval path for new exploration targets
- Evaluating consistency in reserve estimation methodologies
- Analyzing how regional priorities influence portfolio balance
- Reviewing how environmental constraints shape early planning
- Documenting how field team feedback is incorporated upstream
- How daily drilling reports are compiled and distributed
- Tracking the flow of mud log data from rig to office
- Understanding how real-time data is used in decision calls
- Identifying gaps in communication during well control events
- Reviewing how production test results are validated
- Assessing how equipment failure reports reach engineering
- Mapping how safety observations move up the chain
- Documenting how shift handovers transfer operational context
- Evaluating the use of informal messaging in field coordination
- Analyzing how weather delays impact scheduling accuracy
- Reviewing how third-party contractor data is integrated
- Identifying where paper-based processes slow response times
- How well trajectories are approved across departments
- Understanding the gate review process for drilling permits
- Documenting who signs off on casing and cementing designs
- Tracing the approval chain for hydraulic fracturing plans
- Reviewing how environmental clearances are coordinated
- Assessing how pipeline tie-in points are finalized
- Identifying where procurement decisions affect well timing
- Mapping how reservoir engineering inputs shape completions
- Evaluating how geosteering adjustments are authorized
- Analyzing how deviation requests are processed
- Reviewing how post-spud changes are communicated
- Documenting how multi-well pad sequencing is decided
- How core sample data is logged and accessed
- Understanding the workflow for log interpretation
- Documenting how pressure transient tests are scheduled
- Tracing how production decline curves are updated
- Reviewing how water cut trends influence forecasts
- Assessing integration of 4D seismic into models
- Identifying where manual data entry creates errors
- Mapping how reserve recalculations are initiated
- Evaluating how uncertainty ranges are communicated
- Analyzing how model updates affect field plans
- Reviewing how production allocation is calculated
- Documenting how gas-oil ratio shifts are monitored
- How daily production volumes are verified
- Understanding the audit trail for flaring records
- Documenting how spill incidents are reported
- Tracing the validation of H2S monitoring data
- Reviewing how safety stop-work orders are logged
- Assessing how regulatory forms are completed
- Identifying where reporting deadlines are missed
- Mapping how compliance data reaches headquarters
- Evaluating how third-party inspections are tracked
- Analyzing how well status changes are documented
- Reviewing how maintenance backlogs affect compliance
- Documenting how regulatory correspondence is managed
- How morning meeting agendas are set in field camps
- Understanding the use of radio vs digital comms
- Documenting how emergency drills are scheduled
- Tracing how work permits are issued and closed
- Reviewing how material shortages are escalated
- Assessing how crew rotations affect continuity
- Identifying where language barriers create confusion
- Mapping how safety alerts reach all personnel
- Evaluating how downtime reasons are categorized
- Analyzing how feedback from rig hands is collected
- Reviewing how local leadership resolves conflicts
- Documenting how off-shift coverage is arranged
- How production variance is investigated
- Understanding the structure of monthly review meetings
- Documenting how KPIs are calculated and reported
- Tracing how underperforming wells are flagged
- Reviewing how workover recommendations are prioritized
- Assessing how uptime metrics are verified
- Identifying where data lags affect decisions
- Mapping how peer comparisons are used
- Evaluating how assumptions are challenged in meetings
- Analyzing how action items are tracked post-review
- Reviewing how external benchmarks are applied
- Documenting how performance targets are reset
- How drilling progress is reported daily
- Understanding the use of AFE vs actual cost tracking
- Documenting how bit performance is evaluated
- Tracing how NPT events are categorized
- Reviewing how directional drilling deviations are handled
- Assessing how frac stage efficiency is measured
- Identifying where supply chain delays impact ops
- Mapping how rig handover reports are completed
- Evaluating how drilling lessons are shared
- Analyzing how contractor performance is scored
- Reviewing how deviation approvals are documented
- Documenting how post-job reviews are conducted
- How exploration timelines are communicated to ops
- Understanding how discovery announcements affect staffing
- Documenting how appraisal plans are coordinated
- Tracing how pilot projects inform development decisions
- Reviewing how resource estimates are reconciled with reserves
- Assessing how production data feeds back to geoscience
- Identifying where misalignment creates delays
- Mapping how joint technical sessions are scheduled
- Evaluating how data ownership is defined
- Analyzing how risk assessments are shared
- Reviewing how budget cycles align exploration and E&P
- Documenting how knowledge transfer occurs between teams
- How data entry roles are defined in field offices
- Understanding access controls for production databases
- Documenting audit trails for key operational metrics
- Tracing how data corrections are approved
- Reviewing how backup procedures are tested
- Assessing how unauthorized changes are detected
- Identifying where spreadsheets replace formal systems
- Mapping how data ownership is enforced
- Evaluating how version control is managed
- Analyzing how data governance policies are enforced
- Reviewing how external data is validated
- Documenting how data retention policies are applied
- How pilot initiatives are selected for rollout
- Understanding how change is communicated to field teams
- Documenting how local champions are identified
- Tracing how resistance is addressed in operations
- Reviewing how success metrics are defined
- Assessing how lessons from one asset spread to others
- Identifying where standardization conflicts with local needs
- Mapping how feedback loops are maintained
- Evaluating how leadership visibility affects adoption
- Analyzing how resource constraints shape change pace
- Reviewing how peer accountability is encouraged
- Documenting how wins are celebrated across regions
- How to define core operational principles
- Understanding the role of documentation in continuity
- Documenting how onboarding preserves institutional knowledge
- Tracing how incident reviews inform future planning
- Reviewing how operational rhythms are maintained
- Assessing how leadership transitions are managed
- Identifying where processes become brittle
- Mapping how external pressures reshape workflows
- Evaluating how performance expectations are reset
- Analyzing how feedback informs model updates
- Reviewing how resilience is measured over time
- Documenting how the model adapts to new discoveries
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
Thousands of organisations have bought from The Art of Service since 2000.