PHA 203: PHA Team Leader Training

COURSE DESCRIPTION                                                                                  DURATION: 4 Days

This course teaches process hazard analysis (PHA) techniques and prepares each participant to lead teams and effectively perform and document PHA and other hazard/risk management studies. The participants will learn to organize and lead process hazard analysis studies using the HAZOP, “What-If” and other techniques. Participants will discover the tactics and success factors that help ensure a successful study. They will also learn about and use software available for documenting PHA studies. In addition, this course provides a better understanding of the importance of certain aspects of PHA facilitation and the best practices that should be used during a PHA study. Using these best practices will reduce time, confusion and quality of the PHA. This course will also highlight the “dos and don’ts” in a PHA study.  The teachings of the course will be demonstrated practically by the participants forming a study team with other participants and taking turns leading a team utilizing practical exercises based on actual plant examples.  These exercises will be supervised by an instructor who will give feedback on team’s performance.


  • Learn to organize, effectively and efficiently lead, and document PHA studies in accordance with local regulatory and industry “best practices” using the HAZOP, What-If, Checklist and other methodologies
  • Learn the techniques and workings that help ensure a successful study
  • Learn about and use software available for documenting PHA studies
  • Obtain useful tools, checklists, and other aids for reference in future PHA studies

  • PSM coordinators/managers, HSE personnel, plant management, O&M personnel
  • Engineers, operations and maintenance staff
  • Others responsible for leading PHA studies

  • A thorough understanding of PHA regulatory requirements and a detailed knowledge of either the HAZOP or What-If study technique


Day 1

  • Overview of Process Safety Management and Risk Management
  • Introduction to Process Hazard Analysis (PHA) for Engineers and Managers (Definitions, Uses, Benefits, and Limitations)
  • PHA Regulatory Requirements [OSHA, EPA]
  • Hazard Identification
  • Design Intent, Parameters and Deviations
  • PHA Methods (Including workshop)
    • “What-If” Studies
    • “What-If”/Checklist Studies
    • Hazard & Operability Studies (HAZOP)
    • Fault Tree Analysis (FTA)
Day 2

  • PHA Methods (Including workshop)
    • Failure Modes and Effects Analysis (FMEA)
    • Bow-tie Analysis
    • Quantitative Risk Assessment (QRA)
    • Other Methods
  • Preparing and Organizing PHA Studies
  • Noding the P&IDs
  • PHA Recording / Worksheets
  • Facilitator/Chairman Skill Requirements
  • Team Member Composition/ Roles
  • Management of PHA Studies/ Quality Control in PHA Studies
Day 3

  • Human Factors in PHAs
  • Facility Siting in PHAs
  • Procedural HAZOP
  • HAZOP Batch Process
  • HAZOP for different modes of operation such as start-up and shutdown
  • Risk Ranking
  • PHA Report Preparation
Day 4

  • Managing the Follow-Up of PHA Results
  • New PHAs vs. PHA Revalidations
  • PHA Software
  • Sample PHA Report / Worksheets
  • Introduction Layer of Protection Layer LOPA
  • Mock Facilitation
  • Examination