Checklist

Shutdown Checklist: Plant Shutdown Planning

A comprehensive checklist for planning and executing a plant shutdown. Covers pre-shutdown planning, execution, and post-shutdown commissioning.

7 min readUpdated July 2026

Pre-Shutdown (4–8 weeks before)

☐ Define the shutdown scope — list all work to be done

☐ Create a detailed work order for each task

☐ Identify all required spare parts — check inventory and order

☐ Identify all required contractors — obtain quotes and book dates

☐ Create a shutdown schedule — Gantt chart showing task sequence and dependencies

☐ Identify critical path tasks — the longest sequence that determines the shutdown duration

☐ Coordinate with production — agree on shutdown date and duration

☐ Prepare permits — hot work, confined space, isolation permits pre-filled

☐ Prepare JSA/SWMS for each high-risk task

☐ Brief all personnel on the shutdown plan

☐ Arrange waste disposal — skips, chemical disposal, recycling

☐ Arrange temporary services — power, water, lighting, ventilation

Pre-Shutdown (1 week before)

☐ Confirm all spare parts have arrived and are correct

☐ Confirm contractor attendance and site induction

☐ Verify all tools and equipment are available (cranes, welding machines, etc.)

☐ Review the shutdown schedule with all team leaders

☐ Prepare the shutdown control room / meeting area

☐ Distribute the shutdown organisation chart with contact numbers

☐ Verify emergency procedures — first aid, rescue, evacuation

☐ Confirm waste disposal arrangements

☐ Hold a pre-shutdown safety meeting with all participants

Shutdown Execution

☐ Conduct daily safety briefing (toolbox talk) — review the day's tasks and hazards

☐ Isolate all equipment — LOTO verified by authorised person

☐ Verify zero energy before any work begins

☐ Execute work in sequence per the shutdown schedule

☐ Hold daily progress meetings — review completed work, plan next day

☐ Track progress against the critical path — flag delays immediately

☐ Inspect completed work — quality verification before handover

☐ Update the shutdown schedule — mark completed tasks, adjust remaining

☐ Manage changes — if scope changes, assess safety impact and update plan

☐ Record all work performed — update work orders with actual time and parts

Commissioning (Post-Shutdown)

☐ All work completed and inspected — punch list items resolved

☐ All tools, scaffolding, and temporary equipment removed

☐ All guards and safety devices reinstalled

☐ All isolation removed — locks and tags removed by each worker

☐ Area cleaned — housekeeping verified

☐ Pressure test completed (if required) — hydrostatic test passed

☐ Leak test — check all flanges, valves, and connections

☐ Instrument calibration verified — all sensors reading correctly

☐ Sequential startup — bring equipment online in the correct order

☐ Performance test — verify equipment meets design performance

☐ Monitor for 24 hours — watch for leaks, vibration, abnormal readings

☐ Shutdown debrief — what went well, what didn't, lessons learned

☐ Close all work orders and file documentation

Critical Success Factors

  • Planning — 80% of shutdown success is in the planning phase. Start 4–8 weeks early.
  • Scope control — don't add work after the plan is set. New scope creates delays.
  • Spare parts — verify all parts are on-site and correct BEFORE starting. Missing parts cause the biggest delays.
  • Daily communication — hold a daily progress meeting with all team leaders.
  • Safety — don't compromise safety for speed. A lost-time injury extends the shutdown far more than taking time to do it safely.
  • Lessons learned — hold a debrief after every shutdown and implement improvements next time.

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