Team management presentation3

J
John MartinPetroleum Development Consultant à John H Martin Associates Ltd
Presentation for SPE London Meeting panel discussion on ‘Virtual Teams’




           Leading Integrated
           Reservoir Studies:
            Practical Advice

                        John H Martin                      click to advance
                                                               presentation



                                            John H Martin Associates Ltd
                                RESERVOIR DEVELOPMENT CONSULTANTS
‘Virtual Team’
Geographically
dispersed
Work apart more than
in same location
Primarily interact     Free agents
electronically; meet   From various ‘expert’
face to face           groups
occasionally
                       Part-time; ad-hoc
                       Conflicting loyalties
                       Inter-personal process
                       absent
                       Arms-length commitment
Integrated Reservoir
                               Study
Requires significant
effort
Addresses a problem
associated with a
petroleum reservoir
Up to several
months/years
Involves personnel     full-field reservoir simulation
from 2+ technical      updating STOIIP
disciplines            planning a horizontal well
                       preparing for an equity
                       selecting core plugs for SCAL
All these are PROJECTS

  Organised set of planned activities
  designed to achieve a set of prescribed
  objectives
   •   Some element of uniqueness
   •   Goal-oriented
   •   Consist of connected & interrelated activities
   •   Specific start & end points
   •   (usually) cost &/or time constraints………..
…….and often cut across functional
and/or organisational lines

                                               transient
         RCAL and SCAL                       pressure tests


                           Permeability
well log response             Model                   perforation data



                                                depositional
             flowmeters                         environment
                                                 (intrawell)
                          geological model
                             (interwell)
Project B
 Flatter
 management
 structures                                       Project A
 for project-
 based
 organisations




Project E                          Coordination


   ____ Control
                                   Project C
   - - - - Communication                          Project D
1.
ESTABLISH
OBJECTIVES    Tailoring PM
              techniques to assist
     2.
   PLAN
              the project leader
             Virtual
    3.
SCHEDULE       Focus on project definition &
               planning
               Methods to handle differences
    4.
 CONTROL       between reservoir studies &
               ‘traditional’ projects
               Techniques for integrating the
               work of geoscientists & engineers
    5.
 CAPTURE
 LESSONS
Fundamental Attributes

Purpose
 • statement of business need to
   be achieved


                     Objectives
                      • quantitative and qualitative
                        measures by which completion
                        will be judged


  WHY are we doing this project?
Objectives of Integrated
Reservoir Studies




  Need to be specific and detailed
  Define ALL objectives
  Consider value of additional objectives
  Prioritise
  Ensure that objectives are appropriate
Scope: also a key element of the
project model
  Work anticipated
  to fall within the           SCOPE

  remit of the
  project….
  Or which will fall
  outside its remit           Project



                       Time             Quality


                              Cost
Reservoir Management Study
 Scope
 • Emphasise accurate
   reservoir description and
   use of reservoir monitoring
   results
 • Resolve all possible
   questions with classical
   hand calculations
 • Use more sophisticated
   techniques if necessary



                   Objectives
                     • Reconcile geological model & MB STOOIP
                     • Assess extent to which all areas/layers are
                       being waterflooded effectively
                     • Identify infill drilling locations
                     • Define long-term depletion strategy
ESTABLISH
OBJECTIVES
             Identify Activities

             Project manager may make first
 PLAN        pass
              • if more experienced than team members
              • or when time short
             Does not build team spirit
             Danger of some activities being
             overlooked
Brainstorming: by 'planning' team
                                                Use wall, board or flip
                                                chart with 'post-it' stickers
EVALUATE
               ZONE                             Generate as many 'ideas'
             RESERVOIR
  CORES                        CALIBRATE        as possible
                              WIRELINE LOGS
                                                Do not worry about what
       MAKE              EVALUATE               order the 'chunks' come in
                         POROPERM
   ISOCHORE MAPS
                                                Include whole project
 ANALYSE
                                                initially
                   SAMPLE           CORRELATE
 MIN & PET          CORES             WELLS     Don't expect to 'get it
                                                right' first time
        DEPTH MATCH
        AGAINST LOGS                            Encourages strategic
                    DETAILS FOR LATER USE       thinking by team
                    Point-count thin sections
                        Analyse by XRD
                      Prepare thin sections
Hints on identifying activities
                                                Chose meaningful
                                                description
EVALUATE
               ZONE                              • Each activity should
             RESERVOIR
  CORES                        CALIBRATE           have name which
                              WIRELINE LOGS
                                                   contains active verb
       MAKE              EVALUATE                  and object
   ISOCHORE MAPS         POROPERM
                                                Include activities which
 ANALYSE           SAMPLE           CORRELATE   might not involve much
 MIN & PET          CORES             WELLS     effort, but incorporate
                                                waiting time
        DEPTH MATCH
        AGAINST LOGS                            Not helpful to get bogged
                                                down in excessive detail
                    DETAILS FOR LATER USE
                    Point-count thin sections   Also avoid excessive
                        Analyse by XRD          generalisation
                      Prepare thin sections
Plan: ‘a graphical representation of
work to be carried out - a network

                                 Location & ordering of
                                 activities indicates
                                 precedence only




                                       no “looping”


 displayed in precedence diagram(s)
 shows procedural relationships
  • which need to precede
  • which can be done concurrently
 activities/relationships identified; ambiguity avoided
 an effective means of communication
Important Events

                               Activity 2
             Activity 1
                                                Burst
                               Activity 3



            Activity A
                                Activity C      Merge
            Activity B

                          Helpful in determining Milestones


‘Nesting’
 Networks
Constructing
precedence
diagrams
1.
ESTABLISH
OBJECTIVES

             Define resource availability
     2.      Identify critical path
             Review, revise and agree
   PLAN

             project schedule

SCHEDULE
Critical Activity
  vs. Critical Path Activity
Critical Activity
  ‘activity whose successful completion is
  essential to overall success of project’
       - formulating geological model
       - permeabilities
       - relative permeabilities

              Critical Path Activity
               ‘activity whose late completion will delay
                completion date of project’
Milestone Plan
  Measuring points within project
  Also decision points

                   Activities

                                 Milestones


     Start                              End




                   Result path
Prepare a Project Definition
Document
 A statement of understanding
  • to commence project planning
  • to avoid overlap or omission
 Important part of documentation
  • projects may run for longer than postings
  • basic reading for any newcomers

Purpose, scope, objectives,
constraints
Activity descriptions,                 Essential for a
precedence diagrams,                   Virtual Team
schedule, milestones
1.       Monitor progress against
             plan
ESTABLISH
OBJECTIVES




               Precedence diagram
     2.
   PLAN

               Gantt chart
               Relatively straightforward, but
    3.
SCHEDULE
               who should be responsible?


CONTROL
Why we work on some activities
Interesting?
boss is very interested?
know how to do – experience?
on top of ‘in basket’?
data are readily available?
‘in the mood’
                               important (critical
                               activity)?
                               critical path
                               activity?
Monitoring                         The ‘S’-curve
against cost           Budget
                       total
  Traditional
  methods not          Planned           forecast
  suited               spend

  Timesheeting
                                 actual spend

  may not be
  sufficient                       Low value
                                   assigned to
                                   WIP




                       Cost £K
                                                    high value
                                                    assigned to
                                                    WIP
   Simple cost vs.
   achievement
   method works well
                                          Achievement £K
1.
ESTABLISH
OBJECTIVES   Loss of knowledge during
             Field Development


     2.
   PLAN




    3.
SCHEDULE                       Time


                Technical reporting
    4.           • collection of viewgraphs rarely
 CONTROL
                   enough!

CAPTURE
                Project templates
LESSONS
‘Traditional’
Projects


          vs.
                Integrated
                Reservoir
                Studies
Objectives less clear at
start of study?
May be critical in
designing the
study correctly



Approach:
 Carry out mini-project with objective ‘formulate
 detailed objectives of study’
 Include activities in network diagram – ‘refine
 objectives’ or ‘define additional objectives’
Greater
uncertainty as to
approaches to be
taken?

Suggestions:
 identify key uncertainties explicitly in precedence
 diagrams
  • yes/no
  • approach #1 or approach #2
  • ‘define approach’
 plan and schedule critical alternatives
Uncertain activity durations

 data integration
 history matching
 development options +
 geological uncertainty
Approach:
 where uncertainty will
 have significant impact on
 overall schedule, make
 three estimates and assess
 effect
Greater potential for ‘recycling’
back to an earlier activity
 new data from field
 information from other fields in basin
 improvements in technology

Approach:
 identify events that could yield new data
 include relevant activities in network diagram
 as reminder to stay alert
Magnitude of expenditure much less
  Need for full-time Project Management staff
  difficult to justify
Approach:
 train personnel in PM techniques
 give ‘lead’ in planning to committed person
 use part-time Project Planner
  • initial planning
  • periodic updates
No formal quality control
 programmes
Approach:
 avoid need for ‘shortcuts’ at end of project
 create basis for quality checks through
 detailed planning & documentation
 conduct external audits at milestones
Geological Strategies


         Agree specific guidelines
         Make results accessible
         Reservoir description as simple as
         possible but no simpler
         Define 'degrees of freedom' in
         geological model
         Don't underestimate uncertainty
         Make use of subsurface analogues
Strategies for reservoir engineers




        Give geologist specific guidelines
        Ensure that assumptions are reasonable
        History matching should be collaborative
        Revisit geological model prior to acting on
        recommendations
‘Designer’ formats: useful    Virtual
integration methods
important relationships are
subtle
standard displays are too
‘busy’
 • e.g. CPIs; welltest
   interpretations, core
   descriptions
what needs to be integrated
varies
people ‘see’ results
differently
Design formats for entire
team
Team-building
Are ‘team-building’ events really
worthwhile?




                            Best ‘team-building’ is working
                            together on an important, well-
                            defined problem!
                            Appropriate planning at outset
                            will benefit all stages of team
                            work
                                                   Virtual
Merely forming a Virtual
team doesn't
ensure success -
in integration or
otherwise!
A generic project model
Modifications of basic PM
approaches for integrated
reservoir studies




 Basic PM courses are just a starting point?
  • R&D PM approach
  • ‘Rolling Wave’ planning
 Using ‘PM’ software is not enough
  • fixed dates, Gantt chart displays, rather than
    focussing initially on precedences
 More effort to ‘capture the lessons’
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Team management presentation3

  • 1. Presentation for SPE London Meeting panel discussion on ‘Virtual Teams’ Leading Integrated Reservoir Studies: Practical Advice John H Martin click to advance presentation John H Martin Associates Ltd RESERVOIR DEVELOPMENT CONSULTANTS
  • 2. ‘Virtual Team’ Geographically dispersed Work apart more than in same location Primarily interact Free agents electronically; meet From various ‘expert’ face to face groups occasionally Part-time; ad-hoc Conflicting loyalties Inter-personal process absent Arms-length commitment
  • 3. Integrated Reservoir Study Requires significant effort Addresses a problem associated with a petroleum reservoir Up to several months/years Involves personnel full-field reservoir simulation from 2+ technical updating STOIIP disciplines planning a horizontal well preparing for an equity selecting core plugs for SCAL
  • 4. All these are PROJECTS Organised set of planned activities designed to achieve a set of prescribed objectives • Some element of uniqueness • Goal-oriented • Consist of connected & interrelated activities • Specific start & end points • (usually) cost &/or time constraints………..
  • 5. …….and often cut across functional and/or organisational lines transient RCAL and SCAL pressure tests Permeability well log response Model perforation data depositional flowmeters environment (intrawell) geological model (interwell)
  • 6. Project B Flatter management structures Project A for project- based organisations Project E Coordination ____ Control Project C - - - - Communication Project D
  • 7. 1. ESTABLISH OBJECTIVES Tailoring PM techniques to assist 2. PLAN the project leader Virtual 3. SCHEDULE Focus on project definition & planning Methods to handle differences 4. CONTROL between reservoir studies & ‘traditional’ projects Techniques for integrating the work of geoscientists & engineers 5. CAPTURE LESSONS
  • 8. Fundamental Attributes Purpose • statement of business need to be achieved Objectives • quantitative and qualitative measures by which completion will be judged WHY are we doing this project?
  • 9. Objectives of Integrated Reservoir Studies Need to be specific and detailed Define ALL objectives Consider value of additional objectives Prioritise Ensure that objectives are appropriate
  • 10. Scope: also a key element of the project model Work anticipated to fall within the SCOPE remit of the project…. Or which will fall outside its remit Project Time Quality Cost
  • 11. Reservoir Management Study Scope • Emphasise accurate reservoir description and use of reservoir monitoring results • Resolve all possible questions with classical hand calculations • Use more sophisticated techniques if necessary Objectives • Reconcile geological model & MB STOOIP • Assess extent to which all areas/layers are being waterflooded effectively • Identify infill drilling locations • Define long-term depletion strategy
  • 12. ESTABLISH OBJECTIVES Identify Activities Project manager may make first PLAN pass • if more experienced than team members • or when time short Does not build team spirit Danger of some activities being overlooked
  • 13. Brainstorming: by 'planning' team Use wall, board or flip chart with 'post-it' stickers EVALUATE ZONE Generate as many 'ideas' RESERVOIR CORES CALIBRATE as possible WIRELINE LOGS Do not worry about what MAKE EVALUATE order the 'chunks' come in POROPERM ISOCHORE MAPS Include whole project ANALYSE initially SAMPLE CORRELATE MIN & PET CORES WELLS Don't expect to 'get it right' first time DEPTH MATCH AGAINST LOGS Encourages strategic DETAILS FOR LATER USE thinking by team Point-count thin sections Analyse by XRD Prepare thin sections
  • 14. Hints on identifying activities Chose meaningful description EVALUATE ZONE • Each activity should RESERVOIR CORES CALIBRATE have name which WIRELINE LOGS contains active verb MAKE EVALUATE and object ISOCHORE MAPS POROPERM Include activities which ANALYSE SAMPLE CORRELATE might not involve much MIN & PET CORES WELLS effort, but incorporate waiting time DEPTH MATCH AGAINST LOGS Not helpful to get bogged down in excessive detail DETAILS FOR LATER USE Point-count thin sections Also avoid excessive Analyse by XRD generalisation Prepare thin sections
  • 15. Plan: ‘a graphical representation of work to be carried out - a network Location & ordering of activities indicates precedence only no “looping” displayed in precedence diagram(s) shows procedural relationships • which need to precede • which can be done concurrently activities/relationships identified; ambiguity avoided an effective means of communication
  • 16. Important Events Activity 2 Activity 1 Burst Activity 3 Activity A Activity C Merge Activity B Helpful in determining Milestones ‘Nesting’ Networks
  • 18. 1. ESTABLISH OBJECTIVES Define resource availability 2. Identify critical path Review, revise and agree PLAN project schedule SCHEDULE
  • 19. Critical Activity vs. Critical Path Activity Critical Activity ‘activity whose successful completion is essential to overall success of project’ - formulating geological model - permeabilities - relative permeabilities Critical Path Activity ‘activity whose late completion will delay completion date of project’
  • 20. Milestone Plan Measuring points within project Also decision points Activities Milestones Start End Result path
  • 21. Prepare a Project Definition Document A statement of understanding • to commence project planning • to avoid overlap or omission Important part of documentation • projects may run for longer than postings • basic reading for any newcomers Purpose, scope, objectives, constraints Activity descriptions, Essential for a precedence diagrams, Virtual Team schedule, milestones
  • 22. 1. Monitor progress against plan ESTABLISH OBJECTIVES Precedence diagram 2. PLAN Gantt chart Relatively straightforward, but 3. SCHEDULE who should be responsible? CONTROL
  • 23. Why we work on some activities Interesting? boss is very interested? know how to do – experience? on top of ‘in basket’? data are readily available? ‘in the mood’ important (critical activity)? critical path activity?
  • 24. Monitoring The ‘S’-curve against cost Budget total Traditional methods not Planned forecast suited spend Timesheeting actual spend may not be sufficient Low value assigned to WIP Cost £K high value assigned to WIP Simple cost vs. achievement method works well Achievement £K
  • 25. 1. ESTABLISH OBJECTIVES Loss of knowledge during Field Development 2. PLAN 3. SCHEDULE Time Technical reporting 4. • collection of viewgraphs rarely CONTROL enough! CAPTURE Project templates LESSONS
  • 26. ‘Traditional’ Projects vs. Integrated Reservoir Studies
  • 27. Objectives less clear at start of study? May be critical in designing the study correctly Approach: Carry out mini-project with objective ‘formulate detailed objectives of study’ Include activities in network diagram – ‘refine objectives’ or ‘define additional objectives’
  • 28. Greater uncertainty as to approaches to be taken? Suggestions: identify key uncertainties explicitly in precedence diagrams • yes/no • approach #1 or approach #2 • ‘define approach’ plan and schedule critical alternatives
  • 29. Uncertain activity durations data integration history matching development options + geological uncertainty Approach: where uncertainty will have significant impact on overall schedule, make three estimates and assess effect
  • 30. Greater potential for ‘recycling’ back to an earlier activity new data from field information from other fields in basin improvements in technology Approach: identify events that could yield new data include relevant activities in network diagram as reminder to stay alert
  • 31. Magnitude of expenditure much less Need for full-time Project Management staff difficult to justify Approach: train personnel in PM techniques give ‘lead’ in planning to committed person use part-time Project Planner • initial planning • periodic updates
  • 32. No formal quality control programmes Approach: avoid need for ‘shortcuts’ at end of project create basis for quality checks through detailed planning & documentation conduct external audits at milestones
  • 33. Geological Strategies Agree specific guidelines Make results accessible Reservoir description as simple as possible but no simpler Define 'degrees of freedom' in geological model Don't underestimate uncertainty Make use of subsurface analogues
  • 34. Strategies for reservoir engineers Give geologist specific guidelines Ensure that assumptions are reasonable History matching should be collaborative Revisit geological model prior to acting on recommendations
  • 35. ‘Designer’ formats: useful Virtual integration methods important relationships are subtle standard displays are too ‘busy’ • e.g. CPIs; welltest interpretations, core descriptions what needs to be integrated varies people ‘see’ results differently Design formats for entire team
  • 36. Team-building Are ‘team-building’ events really worthwhile? Best ‘team-building’ is working together on an important, well- defined problem! Appropriate planning at outset will benefit all stages of team work Virtual
  • 37. Merely forming a Virtual team doesn't ensure success - in integration or otherwise!
  • 39. Modifications of basic PM approaches for integrated reservoir studies Basic PM courses are just a starting point? • R&D PM approach • ‘Rolling Wave’ planning Using ‘PM’ software is not enough • fixed dates, Gantt chart displays, rather than focussing initially on precedences More effort to ‘capture the lessons’