PSM Auditing: Course Descripti

PSM Auditing
Course Descripti
Course Overview Length:

The goal of this course is to provide a 2-day course
detailed understanding of the process safety
management (PSM) auditing process. The Pre-requisites:
course will focus on establishing an audit • PSM 101: PSM Overview
team, developing a site audit manual and • Prior exposure to operations,
implementing an auditing program at a maintenance, or projects
site. Participants will collaborate in small
groups to analyze scenarios using incident
videos and case studies. Throughout the
course real-time incidents will be added,
such as responding to critical audit findings,
requiring participants to react as they would
in a real-life scenario.
Audience Module 1:
The PSM Auditing course is designed for Introduction to Auditing
operations and maintenance managers; This module gives a foundation for
operations, technical, and maintenance understanding auditing and how it fits into
engineers; PSM audit element leaders the PSM process.
and team members; site process safety
management (PSM) leaders and team Module 2:
members; and any person who could Auditing Roles and Responsibilities
potentially lead or resource a PSM audit. Participants will hear about the role of
auditors and their responsibilities.
Participants are expected to be
knowledgeable in all PSM elements and be Module 3:
experts in a number of the elements. Pre-Audit Preparation: Developing an
Audit Team and Schedule
Learning Objectives In this module, participants will discover
In order to accelerate skill development, this how to assemble an effective team and an
course features a problem-based learning appropriate schedule. They will also get an
approach that provides a collaborative job- overview of the pre-audit steps and how to
focused experience. Participants will identify deliver an opening conference.
the essential elements of auditing including
roles and responsibilities, develop an audit Module 4:
schedule, assemble an effective audit team, Conducting a PSM Audit and Analyzing
complete pre-audit preparations, follow the and Reporting Data
steps for conducting an audit, and collect This module covers the steps for completing
audit-related feedback. They will also write an audit, writing recommendations, and
recommendations; identify components for conducting a closing conference.
an opening and closing conference; create an
effective audit report; get the steps involved Module 5:
in conducting a future state visioning Concluding the Audit
activity; and collaboratively build a personal Participants will see how to prepare an
compilation of recommendations to apply on effective report and if desired, engage their
the job. organization in a future state visioning
process.
Based on our experience, we recommend that companies do the following on an
organizational level:
PSM Audit Instructor

Led Training
Develop/Upgrade audit
Refresher e-learning procedure/checklist
Establish and Track KPls Identify & audit 2

for PSM Audit departments
Apply upgraded Develop Evaluate

customized Evaluate the
audit protocol to all competencies
training audit results
departments/sites of individuals
Results and Path Forward It is recommended that participants go

After completing this course, participants through an e-learning refresher course once a
should compile a list of action items based on year and instructor-led refresher training once
their learning to apply back on the job. This every three years.
starts with writing new or upgrading existing
incident investigation (II) procedures. To
build competency at the individual level, the
participant should identify a coach, apply the
updated procedure to select incidents in their
area, and get assessed on the competency
requirements for applying II.
Call 1-800-828-8190 to speak with an

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PSM Auditing: Course Descripti

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PSM Auditing

Course Overview Length:

PSM Audit Instructor

Establish and Track KPls Identify & audit 2

Apply upgraded Develop Evaluate

Results and Path Forward It is recommended that participants go

Call 1-800-828-8190 to speak with an

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