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Quest Training

Management of Change (MoC) Training Course

Sets out a disciplined process to identify, assess, approve, implement and verify changes to equipment, processes and procedures before they affect safety.

PSRM · Process Safety & Operational Risk ManagementAll Levels#2729ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Health, Safety, Environment & SustainabilityCategories:Process Safety & Operational Risk Management

Course Overview

The Management of Change (MoC) Training Course provides a structured approach to identifying, assessing, approving, implementing, and verifying changes that may affect operational safety, process integrity, equipment reliability, regulatory compliance, and organizational performance. It focuses on establishing a disciplined change management process that ensures modifications are evaluated before implementation, with clear responsibilities, documented risk assessments, and appropriate authorization. In industrial environments, changes to equipment, process conditions, operating procedures, materials, control systems, personnel responsibilities, or organizational structures can introduce risks that may not be immediately apparent. An effective MoC system helps organizations identify these risks before changes are introduced, assess their potential consequences, and establish the safeguards required to maintain safe and reliable operations. The course explains how to distinguish changes that require formal management of change from routine activities covered by existing procedures. The programme addresses the complete MoC lifecycle, from initiating a change request and defining its scope to conducting technical reviews, assessing operational and safety risks, obtaining approvals, and coordinating implementation. Participants examine the importance of multidisciplinary reviews involving operations, engineering, maintenance, process safety, quality, environmental management, and other relevant functions. Particular attention is given to temporary changes, emergency modifications, documentation control, and the management of changes that affect safety-critical equipment or operating limits. A central component of the course is the integration of MoC with risk assessment, process safety management, operational readiness, and pre-startup safety reviews. Participants learn how to identify affected procedures, drawings, training requirements, inspection plans, maintenance strategies, and emergency arrangements. The course also explores how to verify that approved changes have been implemented correctly, outstanding actions have been closed, and the resulting risks remain controlled throughout the change lifecycle. Through practical exercises and industrial case studies, participants develop the ability to evaluate proposed changes, document risk controls, establish approval workflows, and monitor implementation effectiveness. The programme is particularly relevant to oil and gas facilities, refineries, petrochemical plants, power generation facilities, manufacturing operations, and other organizations where uncontrolled changes can affect personnel safety, asset integrity, environmental performance, or operational continuity.

Learning Objectives

  • Analyze the purpose, principles, and operational significance of Management of Change within industrial and organizational environments.
  • Identify changes requiring formal MoC review, including modifications to equipment, processes, procedures, materials, control systems, and organizational responsibilities.
  • Evaluate proposed changes through structured technical reviews and risk assessment methods appropriate to the nature of the change.
  • Develop MoC documentation that defines the change scope, justification, affected systems, implementation requirements, and responsible personnel.
  • Apply approval workflows that ensure relevant technical, operational, safety, and management authorities review changes before implementation.
  • Assess temporary and emergency changes and establish suitable authorization, monitoring, review, and closure requirements.
  • Identify the procedures, drawings, operating limits, training materials, maintenance plans, and emergency arrangements affected by a proposed change.
  • Coordinate change implementation with risk controls, action tracking, operational readiness reviews, and pre-startup safety requirements where applicable.
  • Establish verification and closeout processes to confirm that changes are implemented as approved and outstanding actions are appropriately managed.
  • Develop practical MoC performance indicators and audit criteria to evaluate compliance, implementation quality, and opportunities for system improvement.

Who Should Attend

This course is designed for process engineers, operations engineers, maintenance engineers, reliability engineers, process safety professionals, HSE specialists, technical authorities, engineering managers, and operations supervisors responsible for reviewing or implementing changes to industrial systems. It is particularly suitable for personnel working with process equipment, piping systems, instrumentation, control systems, operating procedures, safety-critical barriers, and plant modifications. The programme also benefits project managers, shutdown and turnaround coordinators, asset integrity specialists, inspection professionals, quality managers, environmental specialists, and risk management personnel involved in technical reviews, modification planning, and operational readiness. Department heads and facility managers can use the course to strengthen accountability, improve approval discipline, and establish consistent change management practices across departments and operating sites. Professionals from oil and gas companies, refineries, petrochemical plants, power stations, manufacturing facilities, engineering organizations, and other asset-intensive industries will find the course relevant to their operational responsibilities. It is also applicable to organizations that need formal control over changes affecting business processes, information systems, responsibilities, or regulatory compliance. Participants should have a general understanding of their organization's operational or technical processes. Prior experience with MoC systems is beneficial but not essential.

Learning Outcomes

  • Distinguish between changes requiring formal MoC control and routine activities governed by established procedures.
  • Classify proposed changes according to their scope, technical implications, duration, and potential operational consequences.
  • Prepare a change request containing the justification, technical description, affected assets, and implementation requirements.
  • Conduct or contribute to multidisciplinary risk assessments for proposed changes.
  • Define safeguards, mitigation measures, action owners, and approval requirements based on identified risks.
  • Evaluate the implications of temporary and emergency changes and determine appropriate review and closure arrangements.
  • Identify and update affected engineering documents, operating procedures, maintenance plans, and personnel training requirements.
  • Coordinate implementation activities with commissioning, operational readiness, and pre-startup safety review requirements where applicable.
  • Verify that modifications match approved specifications and that required actions are completed before final closeout.
  • Develop MoC tracking registers, performance indicators, and audit checklists to monitor system effectiveness.
  • Identify recurring weaknesses in change management and recommend improvements to documentation, approvals, risk controls, and accountability.
  • Apply a structured MoC workflow to a realistic industrial change scenario and produce the required supporting records.

Course Outline

Day 1

MoC Fundamentals, Scope, and Change Identification

  • Principles and objectives of Management of Change and its role in operational risk control.
  • Relationship between MoC, process safety management, asset integrity, quality management, and operational excellence.
  • Identifying changes involving process conditions, equipment, piping, materials, instrumentation, software, operating procedures, and organizational responsibilities.
  • Distinguishing formal changes from routine maintenance, like-for-like replacement, and activities controlled through other established processes.
  • Defining change ownership, request initiation, technical scope, business justification, and affected operating areas.
  • Understanding temporary, permanent, and emergency changes and the control requirements applicable to each.
  • Practical application: Reviewing industrial scenarios and determining whether formal MoC is required, including the justification for each decision.
Day 2

Technical Review and Risk Assessment

  • Preparing change requests and defining technical boundaries, assumptions, and operating conditions.
  • Identifying potential hazards and operational consequences associated with proposed modifications.
  • Applying suitable risk assessment approaches, including structured hazard reviews and risk matrices.
  • Assessing impacts on process safety, equipment integrity, environmental performance, product quality, and regulatory compliance.
  • Identifying affected safety-critical equipment, protective systems, alarms, interlocks, operating limits, and emergency arrangements.
  • Defining risk mitigation measures, action owners, verification requirements, and escalation criteria.
  • Practical application: Conducting a structured risk review for a proposed equipment or process modification and documenting required safeguards.
Day 3

MoC Approval, Documentation, and Change Control

  • Establishing authorization levels, approval responsibilities, and multidisciplinary review requirements.
  • Coordinating input from operations, engineering, maintenance, HSE, process safety, quality, and other relevant functions.
  • Reviewing technical drawings, process flow diagrams, piping and instrumentation diagrams, equipment specifications, and operating procedures.
  • Managing document revisions, change records, technical justifications, risk assessments, and approval evidence.
  • Controlling temporary changes through defined validity periods, monitoring requirements, extension approvals, and restoration plans.
  • Managing emergency changes through appropriate expedited authorization, risk controls, and subsequent review.
  • Practical application: Preparing a complete MoC package with a change request, risk assessment, technical review records, and approval workflow.
Day 4

Implementation, Operational Readiness, and Verification

  • Translating approved changes into implementation plans, work packages, schedules, and assigned responsibilities.
  • Coordinating engineering modifications with procurement, maintenance, construction, testing, and commissioning activities.
  • Identifying required updates to operating instructions, maintenance strategies, inspection plans, training materials, and emergency procedures.
  • Managing outstanding actions, technical deviations, implementation risks, and changes to the approved scope.
  • Conducting operational readiness checks and pre-startup safety reviews where required by the nature of the change and applicable procedures.
  • Verifying installation conformity, testing results, safeguard availability, and completion of mandatory actions.
  • Practical application: Developing an implementation and verification checklist for an approved industrial modification.
Day 5

MoC Closeout, Auditing, and Continuous Improvement

  • Establishing formal closeout criteria and confirming that the implemented change matches the approved scope.
  • Reviewing outstanding actions, unresolved risks, temporary change status, and required document updates.
  • Integrating MoC records with asset information systems, maintenance management systems, and document control arrangements where applicable.
  • Developing MoC performance indicators, including review timeliness, overdue actions, temporary change status, and closeout quality.
  • Conducting compliance audits and identifying gaps in authorization, risk assessment, documentation, training, and verification.
  • Reviewing lessons learned, recurring deficiencies, accountability arrangements, and opportunities to strengthen the MoC process.
  • Final workshop: Completing an end-to-end MoC case study, from change initiation and risk assessment through approval, implementation, verification, and formal closeout, with a documented improvement action plan.

Upcoming Dates

Selected date

Sharm El-Sheikh · 11 – 15 Oct 2027 · Classroom

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2 – 6 Nov 2026€4,800—
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