News & Insights | Shutdown Workforce Planning: Timeline + Checklist for Major Outages

Shutdown Workforce Planning: Timeline + Checklist for Major Outages

3 February 2026
Shutdown Workforce Planning: Timeline + Checklist for Major Outages

Shutdowns and major outages compress weeks of work into days. When workforce planning is late or unclear, the cost shows up fast: lost schedule, safety exposure, and rework.

This guide gives you a practical timeline and checklist you can use to plan labour needs, mobilisation, and “site-ready” onboarding.

Shutdowns and major outages services: Shutdowns and Major Outages

Key takeaways

  • Start with a clear role plan (numbers, dates, rosters, mandatory tickets).
  • Define “site-ready” and protect onboarding capacity (inductions, medicals, D&A if required).
  • Plan fatigue and supervision coverage early (it’s a safety and productivity lever).
  • Run daily KPIs during shutdown (starts vs plan, gaps, onboarding delays, safety).

What makes shutdown workforce planning different?

Shutdowns usually have:

  • High headcount swings (rapid ramp up and down)
  • Safety-critical tasks and permit dependencies
  • Tight windows and limited tolerance for delays
  • Travel/accommodation constraints
  • A need for consistent supervision and fatigue management

The planning timeline (copy/paste)

12–8 weeks out: define scope and peak demand

  • Confirm scope and critical path tasks.
  • Build the role plan: role titles and numbers, start dates and peak days, roster pattern and shift times, mandatory tickets/licences.
  • Confirm constraints: access windows/permits/shutdown sequence, accommodation capacity, onboarding capacity (inductions, medicals, D&A testing if required).
  • Lock the governance: who approves roles and numbers, daily reporting cadence during shutdown.

8–4 weeks out: build the labour pipeline

  • Start sourcing longest lead-time roles first.
  • Standardise role profiles so suppliers don’t guess requirements.
  • Pre-qualify a bench (tickets verified, availability confirmed).
  • Confirm supervisors/leads and ratios.
  • Finalise logistics: travel, accommodation, muster points, PPE requirements.

4–2 weeks out: make people “site-ready”

  • Run compliance checks: right-to-work verification, ticket/licence verification, medical/fitness requirements (if applicable).
  • Schedule and complete inductions.
  • Confirm start details: location, time, supervisor contact, what to bring.
  • Finalise fatigue management plan: breaks, max hours, shift handovers, escalation process.

2 weeks → start: confirm the plan and remove bottlenecks

  • Validate headcount vs schedule daily.
  • Confirm onboarding throughput (avoid a queue on day 1).
  • Set up timekeeping, cost codes, and reporting.
  • Brief supervisors on scope priorities, safety expectations, and escalation paths.

During shutdown: manage to KPIs (daily)

Track:

  • Attendance and starts vs plan
  • Onboarding issues and delays
  • Safety observations and incidents
  • Critical role gaps and replacements

Run a daily rhythm: pre-start, progress review, next-day workforce confirmation.

Post-shutdown (week after): retain learnings and reduce churn

  • Capture: what caused delays (and fix the top 2), role profiles that were hard to fill, suppliers that performed well/poorly.
  • Decide redeployment/stand-down strategy to retain the best workers where possible.

The shutdown workforce checklist (use this as your QA gate)

Work scope and schedule

  • Critical path tasks identified and resourced
  • Daily plan matches role plan (by shift)

Roles and competency

  • Role profiles defined (title, tasks, tickets, supervision requirements)
  • Competency verification process defined (who checks what)

Mobilisation and onboarding

  • Induction plan (dates, capacity, materials)
  • Right-to-work and licence verification completed
  • Medical/fitness and D&A process confirmed (if applicable)
  • PPE requirements and supply confirmed
  • Travel/accommodation confirmed (if applicable)

Safety and fatigue

  • Supervisor coverage and ratios set
  • Fatigue plan documented (max hours, breaks, handover)
  • Permit-to-work coordination defined (interfaces, approvals)
  • Incident reporting and escalation path clear

Operations and reporting

  • Timekeeping and approvals defined
  • Cost codes and reporting ready
  • Daily reporting template agreed

Where workforce planning fits

If you need a broader forecast beyond a single outage (or you have multiple outages/projects), workforce planning can sit above the shutdown plan: Workforce planning

Related services (often used together)

FAQ

How early should we start planning labour for a shutdown?

Start as soon as the window and scope are known. Long lead-time roles (and onboarding capacity) are usually the limiting factor.

What’s the most common shutdown workforce failure point?

People arriving not “site-ready” (tickets, inductions, medicals) or approvals slowing down mobilisation.

Next step

If you need help sourcing and mobilising shutdown labour safely and quickly: Shutdowns and Major Outages

General information only: this article provides general information and is not legal advice.

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