Oil and Gas Supply Chain Management Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Supply Chain Managers, Procurement Specialists and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-SCM-039

Before you join: Participants should have practical exposure to procurement, materials management, logistics, maintenance planning, project support or supplier coordination.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Oil and gas supply chains must keep drilling, production, maintenance and project work supplied despite remote locations, long lead times, volatile demand, strict technical requirements and high consequences of failure. A late critical valve, uncertified spare part or poorly defined service scope can stop production, extend shutdowns, increase expediting costs and create safety or regulatory exposure. Supply chain teams need to balance availability, cost, quality, contractual risk and supplier performance across complex asset lifecycles.

This course develops the practical supply chain management skills required for upstream, midstream, downstream and LNG operations. Participants examine category strategies, demand planning, criticality analysis, sourcing, contracting, inventory policy, warehouse controls, logistics, supplier qualification and performance management. They apply Kraljic Portfolio Matrix, total cost of ownership analysis, supplier scorecards, service level measures, critical-spares methods and risk registers to realistic operating scenarios. The course also addresses technical procurement data, quality documentation, inspection requirements, materials traceability and interfaces with maintenance, projects, finance and operations.

Teaching combines focused instructor briefings, worked oil and gas cases, group analysis, procurement simulations and structured application planning. Participants progressively develop an integrated supply chain management pack for an operating asset or project, using their own business context where appropriate. The final capstone requires them to review and present a supply chain plan covering demand, sourcing, inventory, logistics, supplier controls and performance measures. Each participant receives a certificate of completion after the 10-day instructor-led programme, delivered in classroom locations or live online.

The course is suited to professionals who already work with purchasing, materials, maintenance support, projects, logistics or supplier management and need stronger end-to-end decision-making capability.

What you will be able to do

  • Analyse oil and gas supply risks using criticality, probability and impact criteria
  • Develop category strategies using the Kraljic Portfolio Matrix and market analysis
  • Create demand and inventory policies for critical spares and operating materials
  • Prepare technically sound sourcing packages, bid evaluations and contract award recommendations
  • Calculate total cost of ownership for equipment, materials and service decisions
  • Design supplier qualification, quality surveillance and performance scorecard processes
  • Plan inbound logistics, customs controls and materials traceability for remote operations
  • Present an integrated supply chain plan for an oil and gas asset or project

Benefits of attending

For you

  • Make defensible sourcing decisions for technically critical equipment and services
  • Build practical inventory policies that reduce stockouts and excess holdings
  • Evaluate supplier bids beyond quoted price using total cost and risk
  • Communicate supply risks clearly with operations, maintenance and project stakeholders
  • Produce a credible supply chain plan for promotion or expanded responsibilities

For your organisation

  • Fewer production interruptions caused by unavailable critical spares or materials
  • Better sourcing decisions for high-value equipment, services and long-lead items
  • Lower emergency freight and expediting expenditure through improved planning
  • Stronger supplier quality controls, documentation discipline and delivery performance
  • Clearer supply chain reporting for operations, maintenance and project leadership

Course modules

20 modules over 10 days

Participants can map the supply chain interfaces supporting an oil and gas operation.

  • Upstream, midstream, downstream and LNG supply chain operating characteristics
  • Asset lifecycle demand from exploration through abandonment and decommissioning
  • Material, service and equipment flows supporting producing asset availability
  • Maintenance, operations, projects and procurement decision-rights mapped using RACI
  • Production loss consequences linked to materials availability and response time
  • Supply chain maturity assessment against asset reliability and cost objectives

Participants can segment supply requirements according to operational consequence and supply risk.

  • Criticality rankings derived from safety, production, environmental and repair consequences
  • ABC analysis combined with XYZ demand variability classification
  • Kraljic Portfolio Matrix for strategic, bottleneck, leverage and routine categories
  • Service requirements translated into availability, response and delivery measures
  • Demand segmentation separating planned maintenance, breakdowns and project requirements
  • Risk heat maps linking item criticality with supply vulnerability

Participants can build demand plans from maintenance, production and project inputs.

  • Maintenance plans converted into time-phased material demand forecasts
  • Bill of materials validation before planned shutdown and turnaround work
  • Project procurement schedules aligned with engineering release and construction milestones
  • Thirteen-week rolling demand plan for operating materials and services
  • Forecast accuracy measured through bias, mean absolute deviation and variance
  • Demand review cadence connecting planners, maintenance, warehouses and buyers

Participants can prepare procurement data that supports accurate technical and commercial evaluation.

  • Material master data fields for description, manufacturer, model and unit
  • Technical specifications distinguishing mandatory requirements from preferred features
  • Datasheets, drawings and inspection requirements included within requisition packages
  • Approved manufacturer lists controlled against engineering and quality requirements
  • Duplicate material records identified through attribute matching and standardisation
  • Change control for specifications, substitutions and engineering deviations

Participants can create category strategies for high-value and operationally critical spend.

  • Spend analysis by category, supplier, asset, location and demand type
  • Supply market analysis covering capacity, competition, barriers and price drivers
  • Kraljic positioning used to select category-specific sourcing approaches
  • Category strategy charter defining scope, objectives, stakeholders and governance
  • Make-buy analysis for maintenance services and specialist equipment support
  • Should-cost inputs identified from labour, materials, overheads and logistics

Participants can compare sourcing options using total cost and commercial risk measures.

  • Total cost of ownership includes acquisition, transport, holding and disposal
  • Lifecycle cost comparisons for pumps, valves, rotating equipment and consumables
  • Incoterms 2020 allocation of costs, risks and transport responsibilities
  • Currency exposure assessed through quotation validity and payment terms
  • Price adjustment formulas linked to indices, labour rates and commodities
  • Commercial evaluation models weighted for price, delivery, quality and risk

Participants can manage a disciplined sourcing process from strategy through award recommendation.

  • Sourcing plans define competition, timetable, evaluation and approval routes
  • Request for quotation packages specify scope, terms and bid instructions
  • Prequalification criteria assess capability, financial health, safety and quality
  • Technical bid evaluation separates compliance review from commercial comparison
  • Clarification registers maintain equal treatment and auditable bidder communications
  • Award recommendations document value, risks, approvals and negotiation outcomes

Participants can select contract structures and controls suited to oil and gas requirements.

  • Purchase orders, framework agreements and call-off mechanisms compared
  • Service scopes define deliverables, mobilisation, personnel and equipment responsibilities
  • Key performance indicators embedded within service level agreements
  • Liquidated damages, warranties and remedies aligned with commercial exposure
  • Variation control records scope changes, rates, approvals and schedule effects
  • Contract administration calendars track milestones, notices, renewals and claims

Participants can establish supplier qualification and quality controls for purchased goods and services.

  • Supplier due diligence covers legal status, ownership, sanctions and financial stability
  • ISO 9001 quality management evidence reviewed during supplier qualification
  • API Spec Q1 requirements considered for oilfield manufacturing suppliers
  • Quality plans define hold points, witness points and inspection responsibilities
  • Material certificates checked for grade, heat number and traceability
  • Nonconformance reports managed through containment, root cause and corrective action

Participants can manage supplier performance through scorecards, reviews and improvement actions.

  • Supplier scorecards measure quality, delivery, safety, responsiveness and cost
  • On-time in-full performance calculated from confirmed delivery commitments
  • Quarterly business reviews focus on trends, actions and accountable owners
  • Supplier development plans target recurring quality failures and delivery constraints
  • Escalation pathways distinguish routine issues from operationally critical failures
  • Performance data supports renewal, corrective action or supplier exit decisions

Participants can set inventory policies that protect availability without unnecessary stock investment.

  • Critical spares analysis considers consequence, lead time and failure probability
  • Min-max settings calculated from demand, lead time and safety stock
  • Reorder point formulas incorporate average demand and lead-time variability
  • Economic order quantity assumptions tested against storage and obsolescence costs
  • Insurance spares distinguished from operating stock and project materials
  • Stockout investigations identify planning, master data and supplier root causes

Participants can design warehouse controls for accurate, safe and traceable materials handling.

  • Goods receipt verifies quantity, documentation, condition and purchase order conformity
  • Quarantine procedures separate accepted, rejected, damaged and suspect materials
  • Bin location systems support retrieval, cycle counting and stock visibility
  • FIFO and FEFO rules applied to shelf-life controlled inventory
  • Cycle count plans prioritise high-value, critical and error-prone stock
  • Preservation routines protect valves, bearings, cables and rotating equipment

Participants can maintain traceability records required for controlled oil and gas materials.

  • Heat number traceability maintained from receiving through issue and installation
  • Material test reports matched against purchase requirements and markings
  • Certificate of conformity review confirms specified standards and batch details
  • Controlled material substitutions authorised through engineering deviation procedures
  • Hazardous materials registers record safety data sheets and storage controls
  • Document retention schedules support audit, warranty and incident investigation

Participants can plan logistics flows for offshore, remote and time-critical operations.

  • Transport mode selection balances urgency, cost, capacity and cargo constraints
  • Incoterms 2020 responsibilities verified before freight booking and insurance placement
  • Customs documentation includes commercial invoices, packing lists and origin certificates
  • Dangerous goods shipments follow classification, packaging, marking and declaration requirements
  • Offshore supply base planning coordinates manifests, backloads and vessel windows
  • Expediting plans identify critical milestones from manufacture through final delivery

Participants can assess supply disruption risks and define proportionate continuity controls.

  • Supply risk registers record cause, consequence, owner, control and status
  • Single-source exposure assessed through alternatives, qualification time and switching costs
  • Business continuity plans define inventory buffers, alternate routes and suppliers
  • Geopolitical, sanctions and trade restrictions screened before supplier commitment
  • Scenario planning tests responses to plant shutdowns and transport disruption
  • Risk treatment priorities selected using probability, impact and detectability scores

Participants can coordinate materials and services for turnaround and shutdown execution.

  • Turnaround work packs linked to materials lists and service scopes
  • Long-lead items identified through procurement lead-time and criticality analysis
  • Readiness reviews confirm material status, certificates, storage and preservation
  • Kitting plans assemble work-order materials before shutdown mobilisation
  • Expediting dashboards track fabrication, inspection, shipment and site receipt
  • Post-turnaround reconciliation resolves surplus, returns, defects and stock updates

Participants can align procurement activities with engineering, construction and commissioning plans.

  • Procurement schedules link engineering deliverables with purchase order placement
  • Long-lead equipment registers track design, manufacture, inspection and shipment
  • Vendor data requirements support construction, commissioning and asset handover
  • Expediting reports identify schedule threats, recovery actions and accountable parties
  • Interface matrices clarify responsibilities between EPC contractors and owner teams
  • Preservation and handover requirements protect equipment before commissioning

Participants can define practical performance measures and data controls for supply chain decisions.

  • SCOR metrics connect reliability, responsiveness, cost, assets and agility
  • Perfect order measures combine completeness, accuracy, timeliness and condition
  • Inventory turnover interpreted alongside criticality, service level and obsolescence
  • Purchase order cycle time measured from approved requisition to delivery
  • Master data governance assigns ownership for supplier, item and contract records
  • Dashboard design distinguishes operational alerts from management performance trends

Participants can govern supply chain decisions with clear stakeholder roles and escalation routes.

  • Stakeholder maps identify decision-makers, technical authorities, users and approvers
  • RACI matrices clarify accountability for requisition, evaluation, award and receipt
  • Procurement authority limits matched to spend, risk and contract duration
  • Exception approvals document urgency, sole source rationale and compensating controls
  • Supply meetings use action logs, decision records and escalation thresholds
  • Ethical procurement controls address conflicts, gifts, confidentiality and competition

Participants can build, review and present a complete supply chain plan for an oil and gas asset or project.

  • Asset demand profile translated into category, inventory and logistics requirements
  • Criticality and risk analysis prioritise controls for operationally significant requirements
  • Category strategies specify sourcing routes, supplier controls and commercial approach
  • Inventory policy defines service levels, replenishment parameters and preservation controls
  • Performance dashboard combines delivery, availability, quality, cost and risk measures
  • Peer review tests assumptions, governance, contingencies and implementation priorities

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Oil and gas supply chain diagnostic template
  2. Category strategy and sourcing plan template
  3. Critical spares inventory policy model
  4. Technical bid evaluation and total cost worksheet
  5. Supplier qualification and performance scorecard
  6. Integrated asset supply chain plan

Who should attend

  • Supply Chain Managers — coordinate sourcing, inventory, logistics and supplier performance decisions
  • Procurement Specialists — manage technical bids, negotiations and contract award processes
  • Materials and Warehouse Managers — control critical spares availability and inventory accuracy
  • Maintenance Planners — align equipment maintenance demand with materials planning
  • Project Procurement Personnel — procure long-lead equipment and construction services to schedule
  • Logistics Coordinators — manage transport, customs and delivery into operating locations

Skills and tools covered

Category strategyCritical spares planningTechnical procurementSupplier performance managementOilfield logisticsSupply risk analysis

Tools and standards

Kraljic Portfolio Matrix, SCOR, ISO 9001, API Spec Q1

How the course runs

Training methodology

The programme uses short instructor briefings followed by oil and gas cases, group problem-solving, procurement simulations and structured planning sessions. Participants interpret technical requirements, assess supplier evidence, calculate inventory parameters, build risk controls and defend sourcing choices. Cases reflect producing assets, turnaround work, drilling support, remote-site logistics and capital projects. Facilitated peer review connects methods to participants' own operating realities. The final sessions are dedicated to assembling, reviewing and presenting an integrated supply chain plan.

Requirements and prerequisites

Participants should have practical exposure to procurement, materials management, logistics, maintenance planning, project support or supplier coordination. They should understand basic purchasing documents such as purchase requisitions, purchase orders, quotations and delivery notes, and be comfortable working with quantities, costs and simple spreadsheet calculations. Familiarity with oil and gas equipment, maintenance materials or service contracts is useful but not essential. The course does not require an engineering qualification, prior knowledge of formal supply chain frameworks, advanced finance skills or specialist procurement software experience.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have some exposure to procurement, materials, logistics, maintenance support or project coordination. Formal supply chain qualifications and engineering degrees are not required.

Bring a laptop for planning templates and spreadsheet-based analysis. Participants may also bring a non-confidential example of a category, recurring material issue or supplier challenge from their work.

It is designed for professionals supporting oil and gas operations, maintenance, projects, warehouses, procurement and logistics. It is particularly useful for staff moving into broader supply chain responsibilities.

The course covers procurement but also addresses critical spares, technical documentation, warehouse control, turnaround readiness, remote logistics and materials traceability. Cases and deliverables are based on oil and gas operating requirements.

Participants leave with templates for category planning, supply risk assessment, inventory policy, supplier scorecards and supply chain performance reporting. These can be adapted to an operating asset, project package or materials category.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The first week establishes planning, sourcing and supplier controls; the second week focuses on inventory, logistics, risk, performance and the capstone plan.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.

Ask on WhatsApp info@skillsetdevelopment.com

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