Lifecycle Playbooks
Stage 11 · Planned outage (TA/shutdown window)
Shutdown & Turnaround Valve Scope
Valves are a classic turnaround critical path: identified late, ordered late, delivered late. This playbook front-loads the valve scope so the window is spent installing, not expediting.
For: Turnaround planners and shutdown procurement
You are here if
- The TA valve list is due and the walkdown has not happened
- Long-lead valve deliveries threaten the shutdown critical path
- Mid-shutdown discoveries need valves in days, not weeks
Where this stage goes wrong
- Valve scope frozen from inspection wish-lists without a physical walkdown
- Long-lead items (alloy, large-bore, actuated) discovered inside the procurement lead time
- No standby source for mid-shutdown discoveries, converting findings into extensions
The Playbook
- 1Walk down the scope earlyPhysical verification of every candidate tag months out - type, size, class, material, ends - kills spec surprises.
- 2Split the list by lead timeAlloy, large-bore and actuated tags order first; commodity carbon-steel valves can trail.
- 3Order against the shutdown date, not the need dateDelivery with margin before mobilisation; witnessed testing planned so certificates do not trail the valves.
- 4Pre-agree an emergency sourceA supplier with stock and a 24-hour quote path for mid-TA discoveries is shutdown insurance - agree it before the window.
- 5Stage, verify and issue by systemValves received, documents married, staged by system and issued to the schedule - not hunted in laydown mid-window.
Stage deliverables
Walked-down TA valve listLead-time-split procurement planEmergency sourcing agreement
Tools for this stage
Reviewed by Process Engineering, Vajra Industrial SolutionsDiscipline: Valve Service SpecificationLast reviewed: 20 June 2026
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