Matt Harriman

Integrated Upstream Planning Essentials

4:37 Hours
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.

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

1.01 Introduction (8 min.)  
1.02 The Layers of Upstream Planning (16 min.)

2.01 Functions Across Planning (24 min.)

3.01 Collaboration Models (28 min.)

4.01 Centralized & Distributed Models (17 min.)
4.02 Integrated Models (13 min.)

5.01 Data Management (10 min.)
5.02 Technology (17 min.)
5.03 Data & Technology Stages of Maturity (9 min.)

6.01 The Perfect Planning Process (11 min.)
6.02 The Upstream Planning Maturity Curve (24 min.)

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.)

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