Petrosync Distinguished Instructor Mr. Ron Gray

Includes Practical Exercises Case Studies and Sharing! Best Practices - Competence assurance management system Effective CMS Framework in the Oil & Gas Industry 22nd April 2013-24th April 2013, Kuala Lumpur, Malaysia Petrosync Distinguished Instructor Mr. Ron Gray Director, Task Technology (Scotland) Ltd External Verifier, SQA Ron has over 35 years of experience in Oil & Gas industry Specializing in competence management systems, training and HS&E Currently involved through Task Technology (Scotland) Ltd in various training/competence and emergency response consultancy work with clients such as BP, Marathon Oil, CNR, Kinsale Energy Ltd (Ireland), Apache North Sea, ODL, OPITO and Scottish Qualification Authority Course Objectives PROVIDE professionals with the knowledge on how to design, develop and implement a CMS EFFECTIVELY obtain stakeholders engagement for the development and implementation of a CMS ABILITY to achieve early benefits in the CMS design and development strategy IDENTIFY the scope of a detailed implementation and roll out plan based on organization s structure and business objectives KNOW the features and characteristics of an effective and pragmatic CMS AWARENESS and understanding of the drivers of competence assurance EVALUATE and articulate the benefits of a CMS UNDERSTAND the issues involved in system ownership, competence assessment structures, operational issues and ways to address these issues. LEARN the importance of competence assurance assessors and verifiers in a CMS GAIN perspective on the merits of accreditation and third party CMS approval options Specially Designed for The course is designed and will benefit all professionals with background and involvement in competence management system. They include HR managers, training managers, learning & development executives, competence & capability development executives, talent development, head of department, team manager and line managers. Supported by

Course Overview A Competence Management System is a structured process to develop and maintain staff competence which involves tools such as competence management, skills-gap analysis, succession planning, as well as competence analysis and profiling. In the Oil and Gas Industry, competence is one of the most significant issues currently being addressed globally. An organization s ability to maintain and develop staff is very critical. An effective competence management system will provide lasting benefits in terms of business and safety performance to any organization. By linking personnel to the required competences, organizations can shape the capabilities of its workforce and achieve improved results, by ensuring that the right person is in the right position at the right time. This course will focus more on the planning and implementation of a CMS, as one of the most challenging for professionals involved in this type of system or project. The trainer will raise awareness and understanding of competence assurance thru effective CMS development and implementation using frameworks established in the Oil and Gas Industry. Case studies will be utilized and these are designed to improve the flow of the information between the trainer and attendees by providing examples of the challenges of CMS implementation. At the end of this course, the participants will have the practical tools to address issues involved in managing competence assurance. Trainer s Key areas of expertise Designed and implemented the competence management system during his 10 years in Marathon Oil. Trains, support and assess assessors and verifiers who will be conducting work place competence assessment for Apache North Sea within their own CMS. Known around the world for his advocacy on business continuity plans in extreme cases. Petrosync Quality Limited Attendees The course has limited seats to ensure maximum learning and experience for all delegates. Certificate of Attendance You will receive a Certificate of Attendance bearing the signatures of the Trainer upon successful completion of the course. This certificate is proof of your continuing professional development. Interactive Training You will be attending training designed to share both the latest knowledge and practical experience through interactive sessions. This will provide you with a deeper and more long-term understanding of your current issues. High Quality Course Materials Printed course manual will provide you with working materials throughout the course and will be an invaluable source of reference for you and your colleagues afterward. You can follow course progress on your laptop with soft copies provided.

1 1 Course Agenda Day One- 22nd April 2013 What is Competence? Historical methods of assuring workforce capability Group Discussion: A standard based approach to workforce development, competence assurance and the drivers for it. The drivers for competence assurance The Piper Alpha disaster Guidance issued by a Regulator Guidance issued by an oil & gas employer s organization ISO 9001 guidance Guidance from the sector Training versus competence Scope of the Competence Management System The Purpose in implementing CMS Benchmarking of skills and workforce capability Assurance of competence Compliance Staff development Workforce capability/performance Management Competence of contractor staff Scope and structure of the CMS Who does it apply to? Focus on the skills and risks applying to safety and the business The factors consideration when implementing a CMS Workshop: Functional analysis and determination of job roles Selecting occupational standards for the job roles Group Exercise: What if there are no occupational standards that meet the requirements? The Role of External Organizations Awarding and accrediting bodies (OPITO, SQA, Edexcel and C&G) Case Study 1 Company: A US based large international Well Services Contractor with operation in the UK North Sea The company s UK training and competence assurance system was audited by one of their UK client organizations who are one of the larger international oil and gas producing companies. The audit report identified several issues and non-compliances with regard to the quality of the competence assessment process in place. There was a perceived belief that personnel completing the training programs specific to their job roles were deemed competent. The company had received similar feedback from other client audits indicating that the training programs alone were not sufficient in terms of demonstrating competence of the work force. A CMS was then developed, implemented and phased in over a period of 2-3 years using a mixture of national and industry standards as well as incorporating company specific standards. The company s standards and assessment process was accredited and approved by a national awarding body. Day Two- 23rd April 2013 Competence Based Training Competence Management System Development Six Golden Values Designing and developing components of a CMS Policy Statement Procedures Process to ensure standardization of competence assessment Internal audit Management review Resources available External support and when to use it Maintaining ownership of the system Developing competence standards Developing the competence standards Group Exercise: Authoring technical competence standards IN-HOUSE SOLUTIONS SAVE COST IMPROVE PERFORMANCE REDUCE RISK PetroSync understands that in current economic climate, getting an excellent return on your training investment is critical for all our clients. This excellent training can be conducted exclusively for your organization. The training can be tailored to meet your specific needs at your preferred location and time. We will meet you anywhere around the globe. If you like to know more about this excellent program, please contact us on +65 6415 4502 or email general@petrosync.com

Establishing the CMS and the requirements for training and assessment of staff Competence standards and qualification frameworks Competence profile for job roles and competence portfolios Competence Mapping of occupational standards to job roles Tracking, recording and monitoring systems Competence Management Implementation Assessment and verification against occupational standard - Training requirements and qualification of assessors (national & OPITO) - Training requirements and qualification of verifiers Exercise: Developing competence assessment checklists Training to meet the requirements of the occupational standards - Focused and essential external training - On-the-job training - Training and assessment cycles thru Performance Management Monitor, review and maintain competence - Currency of competence - Reassessment processes - Handling not-yet-competent situations Contractor issues Industry Best practices Case Study 2 Company: A gas production company working in a European country who is a subsidiary of an international oil & gas production organization based in the far east. The company had been operating two offshore gas production platforms for over 25 years and was not previously driven by either regulatory or organizational necessity to implement a CMS. As the oil & gas industry were now actively promoting implementation of a CMS as recognized good practice, a decision was taken by management to be proactive in implementing a CMS before it became a regulatory or organizational issue. This proved to be an excellent decision as subsequently the issue of competence assurance was raised during regulatory and organizational audits on the Safety Management Systems. The company was able to demonstrate that they had already addressed the issues of competence assurance and a CMS was in place and implementation was steadily Day Three- 24th April 2013 Maintenance of the Competence Management System Keeping the CMS up to date through standardization processes, internal audit and management Maintain the competence of CMS managers, assessors and internal verifiers (Continuing Professional Development) Review the output and impact of the CMS on Key Performance Indicators Group discussion: Business plans and management s responsibilities for CMS Commonality and transferability Implementing a global system How to manage satellite assessment sites Discussion: The need for assessment and assessors Quality assurance and internal verification system The role of the internal verifier Internal audit Coordination and management of CMS Typical organization Part time or full time staff Six Golden Values Third party audit The CMS Approval Criteria - recognized as industry good practice Awarding and accredited bodies Workshop: Review of CMS criteria recognized as industry good practice External accreditation and approval National, Regional and International qualification Industry specific Company specific Qualification frameworks Dealing with failure Not-yet-competent situations and remedies Identifying gaps and closing these out. Case study 3 Company: A US based international Drilling Company with operations in UK and Norway waters The company had a CMS in place to meet regulatory requirements in the UK. The same process with some modification was in place for their Norway based rigs. An audit of the company s CMS carried out by the UK regulatory body (HSE) identified several non compliances regarding implementation of the CMS and an improvement notice was issued. The main area of non compliance was the lack of progress being made in implementing the CMS and perceived lack of management support in driving the program forward. At the same time the company were being pressed to implement a US devised Global CMS police into their European operations. It was clear that this Global CMS would not meet the regulatory requirements in UK or Norway, therefore the company moved to resolve this by creating a Global CMS that would be acceptable in all areas of the world that company operated in. Review and look forward Where competence assurance is heading Industry s needs for flexibility and flexible awards Closing and Q&A

Petrosync Distinguished Instructor Mr. Ron Gray Director, Task Technology (Scotland) Ltd External Verifier, SQA Ron has over 35 years experience in the Oil & Gas industry. Over the past 14 years Ron has specialized in competence management assurance, training, production, operations, emergency response and HS&E related projects in Europe, USA, West Africa and the Middle East. He is currently the Director of Task Technology (Scotland) Ltd, involved in various training/competence and emergency response consultancy work. His clients include BP, Marathon Oil, CNR, Kinsale Energy Ltd (Ireland), Petrofac Training, Apache North Sea, ODL, OPITO and Scottish Qualification Authority. Ron had total responsibility within Marathon s European operations for coordinating all aspects of onshore and offshore exercises, training & coaching and OIM assessment and reassessment programme during his 10 years of work with the company. He implemented and coordinated the various competence assurance schemes which included Level 3 SVQs, assessor/internal verifier training & assessment, in-house competence assurance aligned to Petrofac CPP Process. In his role as an External Verifier for the Scottish Qualifications Authority, Ron approves and verifies competence assurance schemes for companies approved to deliver oil and gas industry related SVQs and customized awards. These duties require that Ron has extensive knowledge of all oil and gas industry associated competence standards as he provides external verification for various organizations involved in process operations, maintenance, drilling and well services. For a seven year period with ODL, Ron managed various process operations, HS&E and competence assurance training projects worldwide for several international oil & gas production organizations including BP, Shell, Amerada Hess, Marathon Oil, Chevron, Conoco Philips, ZADCO, ADNOC and China Power and Light (Hong Kong). Ron started his career in the oil and gas industry as an offshore Fire & Safety Officer before moving into the oil & gas operations teams, where he worked in production operations with two international oil companies for a period of over 13 years. HIS CLIENT LIST Marathon Oil BP OPITO CNR Kinsale Energy Ltd (Ireland) Apache North Sea ODL Scottish Qualifications Authority Petrofac Training Shell ADNOC Chevron Amerada Hess Conoco Phillips

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