External Project Management & Integrated Services Approach to Well Construction

Integrating Drilling Project Management and Services


Small and large Operators are looking at alternate management systems to drill, complete and repair wells. This LAKESHORE ISL External Project Management & Integrated Services Approach to Well Construction training course looks beyond the conventional internal model and presents other approaches that employ External Project Management (EPM) teams and Integrated Services (IS) to improve the overall value. 

To conduct well construction and large-scale down hole rejuvenation projects, an Operator must employ a technical engineering team and many specialized products and services. The traditional approach has been to retain internal resources that design the program and select individual suppliers to execute the work. In many circumstances, this may not be possible or does not yield the best results.

Understanding these concepts and identifying where they add value is important to improving wellbore construction efficiency. Knowing the general steps to put these, methods in place will allow Operator personnel to select and support the best EPM and IS approach for the application. External suppliers will learn how to participate successfully in offering and providing support to these alternate approaches.

This 5-day highly interactive LAKESHORE ISL External Project Management & Integrated Services Approach to Well Construction training course prepares the participants to effectively develop, administer and participate in externally managed well construction projects. This LAKESHORE ISL training course spans the key elements of a project from initial analysis through set up and execution using an independent and/or integrated approach. The participant will also learn useful tools for procurement, bridging and performance management that can be applied in many different fields.

This LAKESHORE ISL training course will feature:

  • Well Construction work elements and flow
  • Drivers for external management & integration
  • Management & Integration options
  • Contracts, procurement, bridging and KPI / goals
  • Start-up, management, evaluation and wind up


At the end of this LAKESHORE ISL training course, you will learn to:

  • Understand the elements and flow of the well construction process
  • Evaluate and determine where EPM and IS can bring value
  • Develop models for management and integration
  • Prepare contract work scopes, select vendors and apply control systems
  • Set-up working systems, manage and evaluate through conclusion

Training Methodology

An experienced engineer who has worked extensively in this area the industry and has good teaching skills will lead the participants of this course. Materials and working documents will be made available to aid students in understanding and future use. The instructor will describe case studies and examples of design, administration and operations. Participants will be encouraged to present their own experiences and develop techniques from the syllabus that will work in their area of business.

Who Should Attend?

This LAKESHORE ISL training course is suitable to a wide range of professionals but will greatly benefit: 

  • Project and General Management
  • Operations Managers & Superintendents
  • Well construction Engineers and Technicians
  • Legal, Administration & Support Personnel
  • Field Service Personnel

Seminar Outline


Well Construction Work Elements and Flow

  •  Well Construction and Rehabilitation Overview
  • Design Process Breakdown
  • Approvals and Permitting
  • Service and Materials Selection
  • Project Start-up Process
  • Execution Activity and Monitoring
  • Evaluation and Learning Feedback 


Drivers for External Management & Integration

  •  Evaluation of Internal Resources
  • Weighing the Value of an EPM Approach
  • Understanding Where IS can bring Benefits
  • Health Safety and Environment (HSE) Considerations
  • Assessment of Service Quality Sensitivities
  • Determining Financial Drivers for EPM & IS
  • Overall Assessment and Recommendations


Develop Models for Management & Integration 

  • Stakeholder Identification
  • EPM relationships with Stakeholders
  • EPM and IS Supplier Association options
  • IS Groupings for Best Value
  • Specialized Supplier Considerations
  • Model Roll-out and Peer Review 


Contract, Procurement, Bridging and KPI/Goal Setting 

  • Contract Work-scope Preparation
  • Legal and Administrative Considerations
  • EPM and IS Supplier Prequalification
  • Selection of KPIs and Project Goals
  • Request For Proposal (RFP) Execution
  • Evaluation of Proposals
  • Contract Negotiation and Bridging 


Start-up, Management, Evaluation and Wind up 

  • Conceptual Design and Offset Review Process
  • Supply & Logistics Sensitivities
  • Project Schedule and Management Plan
  • Connecting Stakeholder Links
  • Risk Management and Contingency Plans
  • Pre-spud Process and Communications
  • Ongoing Management and Service Quality
  • Wind up of EPM and IS Suppliers