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PHA/HAZOP Facilitation


PHA/HAZOP Facilitation

Professional Development: 

Three classroom or live remote training days providing 2.4 CEU (Continuing Education Units) or 24 PDH (Professional Development Hours)

Course Benefits: 

Provide knowledge and skills to prepare the participants to be able to effective prepare and facilitate (lead) PHA’s within their organization.

In the afternoon of Day 2 and for Day 3, you will form a study team with other participants and take turns leading the team through “practice” HAZOP and What-if sessions. The instructor will coach you and provide feedback on your performance. Participants will have the opportunity to prepare the drawings, populate the software and facilitate the studies using drawings. By the end of the exercises students will be able to facilitate their own HAZOP and What if sessions.

Course Overview: 

This 3-day 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.

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
Course Outline: 


  • Quantitative & Qualitative Hazard Analysis
  • Overview of HSE Hazard Management
  • Elements of Facility Risk
  • PHA Teams
  • PHA Methods:
    • HAZOP
    • Preliminary Hazards Analysis
    • Checklist Analysis
    • What-if? Analysis
    • Checklist / What-if? Analysis
    • FMEA


  • Method Selection Criteria
  • PHA Documentation Issues
  • PHA Leadership:
    • PHA Facilitation Skills
    • Team Leader Qualifications
    • PHA Leader Responsibilities
    • PHA Group Dynamics
  • PHA Management:
    • Defining Scope & Objective
    • Estimate Time Requirements
    • Documenting the Study
  • PHA Workshop:
    • HAZOP “practice” study


  • PHA Workshop (continued)
    • HAZOP “practice” study
    • What-if? “practice” study
The ACM Experience: 

Our courses and workshops are experiential, interactive and provide participants with practical knowledge and tools that can be immediately applied back at work.

Course Testimonials: 

Here are a few quotes from over 3,300 participants we’ve trained;

“Very helpful instruction and activities in this course helped me get what I was looking for from it!”
Project Coordinator

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

“The instructor was very interactive, encouraged discussion and welcomed feedback.”
Process Engineer

“Great course! The instructor made the course very enjoyable. With their wealth of knowledge and experience they could answer all of the questions, as well as provide a real life situation in which it applied.”
New Grad EIT

“Great course content, coverage and length. Superb instructor who presented material as it applies to real world scenarios.”
I&C Engineer

Course Instructors: 

Mr. Malcolm Harrison

B.Sc. Mech. Eng., P.Eng., TÜV (Rheinland) F.S. Expert / Instructor

Mr. Harrison is a P.Eng. with over 40 years’ experience in Instrumentation and Controls. Malcolm spent over 35 years with Shell and has diversified upstream and midstream experience in the heavy oil, offshore, refining and gas processing sectors. He is an experienced SIL Determination and CHAZOP facilitator and has worked on billion dollar projects ensuring horizontal I & C alignment between multiple EPCMs. Malcolm is a TÜV Functional Safety Expert and leads training workshops globally for ACM.


Jamie Merriam

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

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 andleadership 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.

Past Projects: Terra Nova FPSO, Edm. Refinery Upgrade, Fort Hills, MR2 (Petro Canada), Firebag 3, Tailings Reduction Operations, Coker Upgrade (Suncor)

View instructor profiles online.

Upcoming Course Dates: 

For additional information and upcoming course dates, please click on the link in green below: 


Course Information & Dates


NOTE: to view the course dates, click on the green text above and then on Course Dates at the top of the linked page


This course can also be incorporated as part of a Tailored Private day of training

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