Everything before this was a project with an end date. Surmont is an operating facility. The plant runs every day, and the work that has to happen around it has to happen without stopping it. That is a different kind of planning, and I had to learn it.
My job is integrated planning. Any activity that touches one of the big rocks, whether a management of change, a draw on operations or maintenance resources, a trial, audit or tour, a risk to production or a risk to system capacity, from any discipline, has to be captured in one plan that shows both what is coming and whether it is ready. I do not own those activities. What I can do is move their dates, based on resource availability, site availability and execution readiness: material in hand, engineering documents issued, estimate done, work order created and released.
Readiness is shown as stage gates on a 120-day look-ahead. An activity more than 90 days out has to clear the 90-day gate checklist before it is allowed into the 61-to-90-day window. Inside that window it has to clear the 60-day gate before it enters the 29-to-60-day window. The 28-day gate is the execution gate: anything that is not compliant there needs a schedule change request, approved by the production delivery head and the operations and maintenance superintendents. Each gate is a smaller door than the last, and that is the point.
When I arrived, most of this lived in spreadsheets and a great deal of manual effort. I proposed and then led the move to Anaplan. It now pulls activities and dates from SAP and Primavera P6 automatically, and the gate rules are built in: pick the readiness parameters from a dropdown and the three gates resolve themselves. I am the tenant administrator for Anaplan, Primavera P6 and Power BI, and a handful of Power Automate flows send the weekly reports and flag new entries without anyone remembering to.
The next pain point was projects arriving in the system late, because engineering only raised a management of change once a project was approved, and nobody knew execution dates before then. So I built an intake form in Power Apps that takes conceptual projects early, with an estimated execution window, and feeds them into the integrated plan where we talk about them weekly. Approvals got easier and execution teams stopped being surprised.
I also schedule completions and drilling, advising the production engineer on how to minimize rig time lost and maximize rig utilization. During the CPF2 turnaround I was authorized to run the Do, Defer, Diminish exercise and defer low-criticality projects myself, which earned a safety leadership award. More recently I led a small team through a preventive-maintenance reduction study on the Montney asset, on a deadline of a few weeks across completions, reliability, maintenance and the CMMS coordinator, on an asset whose well naming I had to learn on the first day. We built the tracking on fixed and variable netback and identified a couple of dozen wells, worth a few hundred thousand dollars a year in preventive maintenance, that could move to condition-based maintenance or run-to-failure.
The current assignment is an engineering assistant: an agent that reads SAP, SharePoint lists, Excel, Primavera and Prometheus and answers, for any project, one simple card. Is the MOC approved for execution, is the M1 generated, is the work order created, and if not, why not.