Register Contact for In-house Training
| Locations | Dates | Duration | Tuition |
|---|---|---|---|
| Houston, TX | February 23-27, 2026 | 5 days | $3,595 |
| Orlando, FL | April 27-May 1, 2026 | 5 days | $3,595 |
| Houston, TX | June 8-12, 2026 | 5 days | $3,595 |
| Pittsburgh, PA | August 17-21, 2026 | 5 days | $3,595 |
| Amsterdam, The Netherlands | September 21-25, 2026 | 5 days | £3,690 or €4,290 |
| Houston, TX | October 19-23, 2026 | 5 days | $3,595 |
| Houston, TX | November 9-13, 2026 | 5 days | $3,595 |
| Mexico City, Mexico - Delivered in Spanish | November 23-27, 2026 | 5 days | $3,695 |
| Houston, TX | December 7-11, 2026 | 5 days | $3,595 |
| Singapore, Singapore | December 7-11, 2026 | 5 days | $4,595 |
Course Description
OSHA expects process hazard analysis team leaders to be qualified to lead PHAs using recognized methods such as hazard and operability studies.
This five-day course helps prepare team leaders to facilitate PHA study teams and provides an in-depth understanding of PHA for those requiring such knowledge. The course addresses both the technical elements of PHA and the practical skills needed to facilitate discussions, document results, and manage a study from start to finish.
A defining feature of this course is the depth of hands-on workshop sessions. Three full days are dedicated to guided workshops that follow the full progression of a PHA study. Participants work in small study teams and take turns leading the PHA while the other individuals serve as PHA team members. During these sessions, participants practice identifying and risk ranking scenarios, and developing recommendations. Instructors actively monitor each group and lead debriefing discussions, providing guidance and observations following each workshop session.
The extended workshop format allows participants to gain experience that cannot be achieved through lecture-based courses alone and reflects the depth of practice required to develop effective PHA team leaders.
Primatech PHAWorks software is used during the workshop sessions to support documentation.
Upon completion of the course, participants receive a certificate of training intended to satisfy OSHA expectations for PHA team leader qualification.
You will learn:
- How hazard scenarios are defined
- Where and when to use PHA
- Regulatory requirements for PHA
- How hazards are identified
- What PHA methods are available
- Pros and cons of different PHA methods
- Why defining a study charter is important
- Requirements for team leaders, scribes, and team members
- What information to collect in advance
- Requirements for PHA facilities
- How to node process diagrams
- Rules for team behavior
- How to manage PHA teams
- How to conduct a PHA study
- How to manage study quality
- How to record PHA studies
- Use of PHA software
- Meaning of design intent in HAZOP studies
- Use of guidewords and parameters in HAZOP studies
- Guidelines for completing PHA worksheets
- Use of risk matrices to rank risks
- Importance of addressing common cause failures
- Meaning of enabling events / conditions
- How to address human factors and facility siting in PHA studies
- How to address utilities in PHA
- Importance of including all modes of operation
- How to perform PHA for process changes
- How to perform PHA on batch processes
- Procedures for updating and revalidating PHA studies
- Requirements for study documentation and reporting
- Importance of follow-up for studies
- Cautions in using PHA
Objective
Learn to organize and lead process hazard analysis studies, including PHA Revalidations, using the HAZOP and "What-If" techniques.
Target Audience
Engineers and others responsible for leading PHA studies.
Prerequisite
The ability to understand P&IDs and a technical background in process plants are required.
Course Contents
- Overview of PHA
- Hazard Scenarios
- PHA Regulatory Requirements
- Hazard Identification, HAZID
- PHA Methods Overview
- Checklist
- What-If
- Hazard and Operability (HAZOP)
- Failure Modes and Effects Analysis (FMEA)
- Fault Tree Analysis (FTA)
- Major Hazards Analysis (MHA)
- Preliminary Hazard Analysis (PrHA)
- Event Tree Analysis (ETA)
- Cause/Consequence Analysis (CCA)
- Bow Tie Analysis (BTA)
- Process Hazard Review (PHR)
- Preparing and Organizing PHA Studies
- Subdividing the Process for Study
- Inherent Safety Review
- The First Session
- Completing the PHA Worksheet
- Team Leader Role and Responsibilities
- Recording PHA Studies
- Design Intent, Parameters and Deviations
- Causes
- Events
- Consequences
- Safeguards
- Enablers
- Risk Ranking
- Recommendations
- Overall Guidelines
- Meeting Regulatory Requirements
- Leadership Skills for Managing the Team
- Management of PHA Studies
- Multiple Failures in PHA
- Human Failures and Human Factors in PHAs
- Facility Siting in PHAs
- Utilities and Support Systems in PHA
- Modes of Operation in PHAs
- PHA of Process Changes
- PHA for Batch Processes
- Quality Control in PHA Studies
- PHA Revalidation Overview
- Preparing for PHA Revalidations
- Conducting and Documenting PHA Revalidations
- PHA Report Preparation
- Managing the Follow-Up of PHA Results
Duration / Credits
- Five days
- 3.5 CEUs or 35 PDHs awarded
