D641 PHA/HAZOP Facilitation Training

Event Facts

  • 21 Jun. 2021
  • 21 Jun. 2021
  • 22 Jun. 2021
  • 22 Jun. 2021
  • 23 Jun. 2021
  • 23 Jun. 2021
Half-day sessions, starting in the mornings or afternoons for the Americas. Any variation to this will be communicated in advance.
Event Code:
6 sessions
Jamie Merriam
Booking Status:
Good Availability
CAD $2,300 (Exclusive of tax)

Course Facts

Course Code:
3 days
Virtual Classroom
2.4 Continuing Education Units
24 Professional Development Hours
Certificate Issued Upon Completion


This 3-day distance learning PHA / HAZOP course is designed to deliver expert instruction on how to successfully plan and execute Process Hazards Analysis (PHA) studies efficiently and effectively. This includes understanding the principles behind each of the major PHA methods (HAZOP, What-if?, Checklist, FMEA), learning how to deal with challenging personalities within the PHA team and how to avoid common pitfalls and traps so your PHA studies run smoothly.

Duration and Training Method

Three distance learning classroom days providing 2.4 CEU (Continuing Education Units) or 24 PDH (Professional Development Hours)

Participants will learn to
  1. Develop a robust understanding of the key concepts of Process Hazards Analysis (PHA) and its role in Health, Safety and Environment management.
  2. Define and apply the most common PHA hazard identification techniques.
  3. Characterize the responsibilities involved in PHA participation and leadership.
  4. Identify and apply the basic skills and practices of What-If? and HAZOP techniques.
  5. Construct realistic guidelines and effective leadership strategies to facilitate PHA’s within organizations.
  6. Distinguish the principles behind each of the major PHA methods (HAZOP, What-If, Checklist, FMEA).
  7. Formulate strategies for dealing with challenging personalities within the PHA team and avoid common pitfalls during PHA studies.
  8. Provide practical opportunities to prepare drawings, populate software and facilitate studies using Piping and Instrumentation Diagram (P&ID) drawings.

Day One
1. Introduction
     a. Piping and Instrumentation Diagram (P&ID)
2. Quantitative and qualitative hazard analysis
3. Elements of facility risk
4. PHA teams
5. PHA methods
     a. Hazards and Operability Study (HAZOP)
     b. Preliminary Hazards Analysis
     c. Checklist Analysis
     d. What-If Analysis
     e. Combined Checklist / What-If? Analysis
     f. Failure Modes and Effects Analysis (FMEA)

Day Two
6. Method selection criteria
7. PHA documentation issues
8. PHA leadership
     a. PHA Facilitation Skills
     b. Team Leader Qualifications
     c. PHA Leader Responsibilities
     d. PHA Group Dynamics
9. PHA management
     a. Defining Scope and Objective
     b. Estimating Time Requirements
     c. Documenting the Study
10. PHA Workshop
     a. HAZOP “Practice” Study

Day Three
11. PHA Workshop (continued)
      a. PHAZOP “Practice” Study
      b. What-If? “Practice” Study

Who should attend

  • Supervisors, managers and engineers responsible for PHA studies
  • PHA / HAZOP Team Leaders & scribes
  • Health & Safety / HSE professionals
  • Process Safety Management (PSM) / Loss Management specialists

Prerequisites and linking courses

It is recommended that the following courses be completed prior to attending this course.
  • P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation




Jamie Merriam

Mr. Jamie Merriam is an Electrical Engineer (automation) with over 24 years of experience in the energy industry. His experience includes construction, maintenance and project engineering. Mr. Merriam began leading Hazop/LOPA reviews in 2002 as part of his duties with Suncor.  Now with ACM, Mr Merriam continues to support Suncor, Cenovus and other clients execute effective hazard analysis.  He has applied knowledge in Instrumentation, Process Control and Functional Safety for the energy industry.  Mr. Merriam’s communication and leadership skills, combined with his understanding of Process Safety make him an effective and competent facilitator and educator. Mr. Merriam is a professional engineer and TÜV Functional Safety Engineer.

B.Sc. Elec. Eng., P. Eng., TÜV (Rheinland) F.S. Eng. Functional Safety Engineer / Instructor

Courses Taught
N637 - Fundamentals of Risk Based Process Safety Management
N638 - Fundamentals of the Safety Lifecycle
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation
N641 - PHA/HAZOP Facilitation Training

Alternative Dates for this Course

Great instructor. Lots of years of experience. Provided us with tips on facilitation and how to look at HAZOPs and What-IF PHAs