Turnaround Planning & Execution

When the outage starts, the plan has to work.

A major turnaround can take a year or more to prepare for and only weeks to execute. Once the unit comes down, every delay matters. Thousands of activities, materials, permits, isolations, crews, handoffs and decisions have to come together safely in a tightly constrained execution window.
Optimality connects the detailed work behind the schedule so teams can build an executable plan, validate readiness before shutdown and respond quickly when conditions change in the field.

Keep the control schedule in P6. Manage detailed readiness and execution in Optimality.

FlowSpan activity plan showing linked project activities, milestone status, team ownership, dates and completion metrics
FlowSpan activity planning view

READY FOR EXECUTION

From Schedule to Executable Plan

Turnaround readiness depends on everything that has to be true for the work to move when planned. Materials. Access. Permits. Isolations. Engineering. Crews. Equipment. Decisions. Predecessor work. And the handoffs between teams.
Optimality connects those conditions directly to the work, making it easier to see what is truly ready, what is constrained and where attention is needed before the execution window begins.

The questions that determine readiness

  • What work is actually ready to execute?
  • Which constraints remain open?
  • Who is waiting on whom?
  • Have critical decisions been made?
  • Are commitments being completed?
  • What changes if something moves?
  • Does everyone have the same view of readiness?

One working view

Give the turnaround team a shared execution view.

Turn complex turnaround work into a visual, connected model that teams can understand together. See sequence, constraints, priorities, handoffs and changing conditions in the context of the work they affect.

01

See the work visually

Lay out activities and relationships so teams can understand sequence, parallel work and dependencies without trying to interpret thousands of disconnected schedule rows.

02

Coordinate handoffs

Make the interfaces between operations, maintenance, engineering, contractors and supporting teams visible in the plan.

03

Manage constraints

Connect materials, access, permits, isolations, information, decisions and other constraints directly to the activities they can affect.

04

Keep commitments visible

Track critical actions, ownership and due dates alongside the work they support instead of losing them between meetings.

05

Connect decisions to the work

Keep the reason, owner and downstream effect of a decision close to the activities it changes.

06

Keep readiness visible

Give planners, execution teams and leaders a current view of what is ready, what is at risk and what needs intervention.

FROM PLANNING INTO EXECUTION

Keep the process. Improve the way the team works through it.

Optimality does not replace the scheduling system, turnaround methodology, project controls, or the people accountable for execution. It creates a shared coordination layer around them.

Existing systems and processesSchedule · Project Controls · Maintenance · Engineering · Operations
↓
Optimality / FlowSpanShared planning · Constraints · Handoffs · Commitments · Decisions · Readiness · Change Management
↓
Turnaround teamPlan → Prepare → Coordinate → Execute

Across the turnaround

Built for the transition from planning to execution.

Before the turnaround

Build a plan people can work through

Map the work, clarify ownership, connect handoffs and make the constraints behind schedule activities visible while there is time to act.

As execution approaches

Test readiness across teams

Bring open decisions, material needs, access, permits, contractor interfaces and commitments into the same working view.

During execution

Keep the plan aligned with reality

As conditions change, quickly understand what moved, what it affects, what is now constrained and where the team should focus next.

WHEN REALITY CHANGES THE PLAN

The turnaround will change. See the impact before it becomes delay.

Even the most thoroughly planned turnaround changes once execution begins. Equipment is opened. Field conditions differ from assumptions. Work takes longer or finishes sooner. New scope appears. Access changes. A critical handoff slips.The problem is not that change happens.

The problem is losing time while teams determine what the change means.

Optimality keeps the work and its relationships connected, making it easier to see affected activities, emerging constraints, downstream impacts and changing priorities while there is still time to respond.

FlowSpan commitment plan showing connected procurement, fabrication, shipping, foundation and concrete activities
Connected activities and commitments in FlowSpan
FlowSpan activity associations connecting instrumentation work to related activities, tasks and project content
Activity associations keep related work and information connected

FlowSpan — Powered by Optimality

Visual planning for complex execution.

FlowSpan turns connected activities into a visual working environment for planning and execution. Teams can see sequence, dependencies, constraints, handoffs and readiness together instead of reconstructing the execution picture across schedules, meetings and separate systems.

The same view built during planning stays useful as the turnaround moves into the field.

See FlowSpan →

The Optimality Execution Network

When something changes, see what else it touches.

Turnaround activities do not move independently. A delayed isolation can affect access. A discovered condition can create new engineering, material and inspection requirements. One late handoff can change the priority of work across multiple crews.

Optimality keeps the relationships around the work connected so teams can understand impact quickly and make informed adjustments without rebuilding the picture from scratch.

ActivitiesPeopleConstraintsDecisionsCommitmentsDeliverablesMeetingsInformation

Context-aware assistance

AI with the context of the actual work.

AI is more useful when it understands how the work fits together. Because Optimality connects activities with constraints, decisions, commitments, dependencies and supporting information, AI can evaluate issues in the context of execution rather than looking at each piece in isolation. Use it to surface emerging risks, find relevant information, identify affected work and help teams understand where attention may be needed.

People remain accountable for turnaround decisions and execution. Optimality gives them better context to make those decisions faster.

FlowSpan commitment dashboard showing reliability, commitment level and milestone variance
Commitment and milestone reporting in FlowSpan

Who it is for

For the people accountable for turnaround readiness and execution.

Turnaround and shutdown leadersTAR managers and leadsMaintenance and turnaround teamsPlanning and schedulingProject controlsOperations and engineeringConstruction and execution teamsOwner/operator project teamsEPC and specialist delivery partners

Answers for turnaround teams

Turnaround planning software: common questions.

What is turnaround planning software?

Turnaround planning software helps teams organize and coordinate work for a major shutdown, outage or turnaround. It may support schedules, work packages, resources, readiness, constraints, handoffs or field execution. Optimality focuses on collaborative planning and coordination around the team's existing schedule, process and controls.

Does Optimality replace Primavera P6 or other scheduling software?

No. Primavera P6 and other scheduling tools remain the system for high-level schedule activities, baselines, and earned value. Optimality works alongside them to keep activities, handoffs, constraints, decisions, commitments and readiness visible to the wider team.

What is the difference between turnaround planning and turnaround execution?

Planning defines the scope, sequence, resources, constraints and preparation needed to do the work. Execution is the controlled delivery of that work during the shutdown window. Unresolved constraints and unclear handoffs in planning become delays and risk during execution.

Can Optimality support shutdown and outage planning?

Yes. The same coordination needs appear in industrial shutdowns, TAR events and planned outages. Teams can configure the platform around their terminology, process and stage gates while keeping readiness and execution context connected.

Does software manage the turnaround?

No. Experienced people manage the turnaround. Software can make work, information and commitments easier to see and coordinate, but accountability, technical judgment and execution decisions remain with the team.

Can Optimality work with an existing turnaround methodology?

Yes. Optimality supports the method a team already uses. Organizations can configure visual plans, information and working views around their own governance, readiness reviews, work processes and execution model.

Can AI help with turnaround planning?

AI can help retrieve connected information, summarize changes, and surface potential issues for review. Its value depends on reliable work context. People must validate its output and remain accountable for decisions and execution.

Turnaround Planning & Execution

Planning a major turnaround?

If your team already has the methodology, schedule and expertise but needs a better way to coordinate the work around them, let's look at how Optimality can support the plan.