Mobilization

Chapter from the Field Operations Handbook.

PROJECT MOBILIZATION

Pre-Assignment Preparation

Before Arriving on Site:
1. Review all available project documents:
• P&IDs (verify latest revision)
• PFDs and heat/material balances
• Equipment data sheets for your scope
• Operating procedures (if available)
• Project schedule and scope of work
• Previous turnaround/startup reports for the unit

2. Understand the Contract:
• Scope boundaries — what is your responsibility vs. client
• Deliverables expected (daily reports, final report, procedures)
• Reporting structure (who you report to, client contacts)
• Schedule milestones and penalties (if any)
• Change order process

3. Personal Preparation:
• Valid safety training certifications (H2S, confined space, TWIC if applicable)
• Company PPE (hard hat, FRC, safety glasses, steel-toes, gloves)
• Tools of the trade: laptop, calculator, reference materials
• Emergency contacts and travel logistics

First Day/Week Priorities

Priority	Action	Why It Matters	Deliverable	Timeline
1	Site safety orientation	Required before entering plant	Orientation badge/card	Day 1
2	Meet client counterparts	Establish relationships, understand expectations	Contact list	Day 1-2
3	Walk the unit	Familiarize yourself with equipment layout	Annotated plot plan	Day 1-3
4	Review current schedule	Understand critical path and your role in it	Marked-up schedule	Day 1-3
5	Establish communication cadence	Daily meetings, report distribution	Communication plan	Week 1
6	Verify document access	P&IDs, procedures, MOCs accessible	Document log	Week 1
7	Identify gaps in scope/information	Flag issues early before they become problems	Issue/gap list	Week 1

Source: Field_Operations_Handbook_v1.xlsx · sheet “Mobilization”

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