Integrated Upstream Planning Essentials Course

Matt Harriman

Integrated Upstream Planning Essentials is a fundamentals-level course that provides a comprehensive overview of upstream planning in the oil and gas industry. The course covers four main layers of planning: strategy and portfolio management, corporate planning, field development planning, and operational scheduling. Participants will gain insights into how leading companies integrate planning efforts across different levels to enhance decision-making. The course also delves into the people, processes, data, and technology involved in upstream planning. Attendees will learn practical tactics, actionable steps, and key principles to identify and solve planning challenges. Ultimately, the course aims to help organizations improve alignment and collaboration across planning functions.Read more...

Who Should Take This Course
• Planning and operations managers
• Executives in oil and gas companies
• Reservoir and field development engineers
• Professionals involved in upstream planning

What You Will Learn
• Layers of upstream planning explained
• Common planning challenges and solutions
• Integration of data, technology, and teams
• Tactical steps for improving planning processes

Why This Course Works
• Reduce conflict across departments
• Improve alignment between decision levels
• Enhance operational and financial planning
• Drive better strategic and tactical decisions

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Course contents

    Chapter 2 - Functions Across Planning

    2.01 Functions Across Planning (24 min.) Quiz

    Chapter 3 - Collaboration Models

    3.01 Collaboration Models (28 min.) Quiz

    Chapter 4 - Organizational Models

    4.01 Centralized & Distributed Models (17 min.)

    4.02 Integrated Models (13 min.) Quiz

    Chapter 5 - Data & Technology

    5.01 Data Management (10 min.)

    5.02 Technology (17 min.)

    5.03 Data & Technology Stages of Maturity (9 min.) Quiz

    Chapter 6 - Upstream Planning Maturity Curve

    6.01 The Perfect Planning Process (11 min.)

    6.02 The Upstream Planning Maturity Curve (24 min.) Quiz

    Chapter 7 - Evolving Toward Integrated Planning

    7.01 Course Review (5 min.)

    7.02 Approaching Change (12 min.)

    7.03 Leading Change (23 min.)

    7.04 Your Next Steps (19 min.) Quiz