Turnaround Planning & Execution

Keep the turnaround plan connected to the work.

Major turnarounds bring thousands of activities, handoffs, constraints, decisions and commitments into a narrow execution window. Optimality gives the people responsible for the turnaround a shared visual environment to plan the work, coordinate across teams and keep readiness visible.

Works alongside your schedule, turnaround process and project controls.

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

Beyond the schedule

A schedule is essential. It isn't the whole turnaround.

Readiness also depends on work and information spread across operations, maintenance, engineering, contractors, project controls, meetings and systems. The schedule shows dates and logic. The turnaround team still needs a practical way to work through what must happen between them.

The questions that decide readiness

  • Is the work actually ready?
  • 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.

Put the work in a form that people can see, discuss and update together. Each capability supports the team's existing discipline.

01

Plan the work visually

Lay out activities and sequences so the team can understand the plan as connected work, not isolated rows.

02

Coordinate handoffs

Make the points between operations, maintenance, engineering, contractors and controls explicit.

03

Surface constraints

Attach access, materials, approvals, information and other blockers to the work they affect.

04

Manage commitments

Record who has committed to what, by when, and keep completion visible 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 leaders and delivery teams a current view of what is ready, moving and needs attention.

People and process first

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
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 coordination tied to changing work

See what moved, what it affects and who needs to respond without losing the context built during planning.

Platform, not a bespoke build

Turnaround teams shouldn't need a custom software project.

Many owner/operators and delivery partners already have sophisticated turnaround methods and experienced people. The gap is often a practical environment where those methods can be digitized, adapted and used collaboratively.

Optimality provides the underlying platform, so teams can configure the way they plan and coordinate without commissioning a bespoke application simply to work through their existing approach.

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 is the visual planning and coordination experience for teams working through connected activities, handoffs, commitments and constraints. It turns the plan into a shared working environment for planning sessions, readiness reviews and execution coordination.

See FlowSpan →

The Optimality Execution Network

The context doesn't disappear when the meeting ends.

Activities remain connected to the people, constraints, decisions, commitments, deliverables, meetings and supporting information around them. As work progresses, the team can return to the same context instead of reconstructing it from notes, inboxes and separate systems.

ActivitiesPeopleConstraintsDecisionsCommitmentsDeliverablesMeetingsInformation

Context-aware assistance

AI with the context of the actual work.

When work and its supporting context stay connected, AI can help people retrieve relevant information, summarize recent activity and surface issues that may need attention. The result is useful support grounded in what the team is actually doing.

People remain accountable for decisions and execution. AI supports their judgment; it does not manage the turnaround.

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 packs, 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 schedule logic, dates and controls. 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 activity, 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.