Well Completion
Capital-intensive extraction and processing programs where safety, regulation, and supply chain complexity define execution.
Inside this journey
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Customer Discovery
Align on the wells that underperformed, quantify IP shortfalls, identify stakeholders, and set success metrics for a pilot completion program.
Discovery Questions
Start with the Story: Your Recent Wells
- Tell us briefly about the latest batch of wells that flagged underperformance—how many wells, what pads, and the time window they were completed in?
- Roughly how far below type curve did initial production come in (choose the single best range)?
- Which indicators first made you suspect the issue was completion-related rather than reservoir-driven?
- What completion provider ran those jobs and how long have they been your incumbent on this asset?
- What data do you already have available from those wells that we can review for diagnostics (select all that apply)?
- How would you describe the urgency to address the underperformance—from a scale of routine optimization to immediate commercial risk?
Are You Sure It's the Completions, Not the Reservoir?
- What would it mean for your program if the shortfall were actually 100% due to suboptimal stage design or execution?
- Which of these signals have you already used to separate completion failure from reservoir heterogeneity?
- Can you share a specific stage or cluster that underperformed and what the observable symptoms were (e.g., early screenout, low cluster contribution, short fracture half-length)?
- How consistent were execution logs and times (e.g., plug-to-plug cycle) across the underperforming wells?
- Have you run or considered a back‑analysis or modeled redesign on offset wells to estimate expected uplift if completion variables change?
- If we asked you to point to the single most convincing piece of evidence that completion design is the root cause, what would it be?
What Keeps You Up at Night When a Well Misses Its IP?
- How does underperformance impact your commercial targets and internal KPIs in the next 12 months?
- What are the operational consequences you’ve seen—schedule delays, reworks, additional stimulation, or other actions—after noticing low IP?
- How does this situation affect internal stakeholder confidence (operations, asset team, finance)?
- How comfortable are you taking a short pilot that changes per-stage cost in order to prove a larger-scale uplift?
- Tell us about a past completion issue that caused the biggest headache—what happened, how long it took to resolve, and what you learned?
- What safety or regulatory concerns factor into decisions to change completion execution on an active program?
Who Really Decides Whether a Pilot Becomes the New Standard?
- If we propose a pilot, who in your organization has final sign‑off to move from pilot to repeatable program?
- Who will be our day‑to‑day operational contact during the pilot (name/role), and who are the technical reviewers we should prepare materials for?
- What procurement or contracting constraints should we know about—preferred vendors, PO timelines, or pre-qualification requirements?
- How will success be objectively evaluated at the pilot level—what metrics or thresholds convert to a 'go' for scale?
- Who else outside your core team needs regular updates (e.g., JV partners, land, HSE, regulatory), and at what cadence?
- Are there any internal political or organizational risks that could block a successful pilot even if the technical results are positive?
If We Could Re‑Design One Stage, What Would We Test?
- Which single design variable do you suspect would yield the biggest uplift if optimized (choose one): spacing, cluster density, perforation strategy, proppant loading, fluid chemistry, or plug tech?
- How many stages would you be willing to include in an initial pilot on a single well or pad to generate statistically meaningful results?
- Which plug technologies are acceptable for your wells today (select all that apply) and which carry elevated risk for you?
- What monitoring and telemetry would you demand on pilot stages to feel confident (e.g., fiber, pressure gauges, DTS/DAS, microseismic)?
- What acceptance criteria would demonstrate pilot success to you—list primary metrics and minimum thresholds (e.g., % uplift, cost per incremental bbl, cycle time improvement).
- Would you prefer a single-variable pilot (change one thing at a time) or a bundled test (multiple complementary changes) and why?
Talk Money, Timing, and What You Can Live With
- What is your expected per-stage cost today (ballpark) and what is the maximum per-stage spend you would consider for a pilot?
- What uplift in IP or EUR would justify a per-stage cost increase of 5–15% for you?
- What mobilization windows are mandatory for your upcoming program (months/dates), and how flexible are those windows?
- How quickly can your organization make a contracting decision for a pilot once technical terms and pricing are agreed?
- What financial approvals or ROI thresholds must be met before you can greenlight a pilot scope with higher per-stage spend?
- Are there penalties, weather seasons, or operational blackout periods we must avoid when scheduling a pilot?
What Would Make Us a Trusted Partner?
- When you think of a completion partner that feels truly reliable, what three attributes come to mind first (e.g., speed, reliability, transparency)?
- Which proof points carry the most weight for you: case studies on offset wells, independent lab results, safety record, or operational metrics like average cycle time?
- How transparent do you expect the provider to be on per-stage pricing, failure rates, and job-level data during a pilot?
- Describe a time a vendor lost your trust during a critical execution—what specifically broke down and how should a partner prevent that from happening again?
- What reporting cadence and format would make the pilot feel safe—daily operational updates, post-job forensic reports, or weekly technical reviews?
- What contractual or warranty terms would you require to feel comfortable with a pilot (e.g., performance guarantee, unit pricing lock, remediation clauses)?
- If we delivered the technical uplift but had one minor safety or schedule incident, what would you need from us to restore confidence?
Next Steps: What Would You Be Comfortable Trying First?
- Based on this conversation, which pilot shape would you be most open to right now?
- What top three things would you want to see in our initial proposal to move toward a discovery-to-pilot kickoff?
- Who should be on the invite list for a technical kickoff meeting to align scope, telemetry, and success metrics?
- How soon should we reconvene after you’ve reviewed this discovery—pick the earliest realistic checkpoint?
- Is there any additional context, cultural consideration, or “non-negotiable” constraint we haven’t covered that would block a pilot?
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Solution Experience
Walk through diagnostics from offset wells and modeled redesign scenarios that translate to expected per‑stage uplift and cost implications.
Experience Meetings
- Current-State Confirmation (Pre-Work Review)
- Consequence Quantification Workshop
- Redesign Scenarios Review (Modeled Outcomes)
- Solution Experience: Diagnostics → Proof → Validation
- Commercial Impact & Pilot Calibration
- Identify final open assumptions and agree on immediate data/tests the pilot must resolve.
- Customer to understand and accept the assumptions behind each scenario and its expected per-stage uplift.
- Select 1–2 prioritized redesign scenarios to advance into the Solution Experience validation and pilot design.
- Agree on residual risks and required data/controls to reduce uncertainty during the pilot.
- Seller to deliver a scenario comparison table (per-stage uplift, cost delta, cycle-time change, confidence level) within 48 hours.
- Customer to indicate preferred scenario(s) and any constraint (e.g., cannot exceed X% cost uplift).
- Modeling team to prepare a focused, higher-resolution model for the lead scenario for the validation session.
- State current-state, consequence, and target future-state
- Force explicit validation from the customer that the proposed redesign addresses the defined problem(s).
- Demonstrate measurable proof that the future state (numeric uplift, cycle-time reduction, cost per stage) is achievable.
- Introduce objectives & meeting rules
- Customer to provide formal validation responses to the forced-confirmation questions within 24 hours.
- Seller to list and prioritize remaining assumptions and propose quick tests or data captures for the pilot to resolve them.
- Prepare a compact validation deck summarizing proofs and customer confirmations for use in commercial discussion.
- Recap validated scenario and quantified uplift
- Agree on a per-stage pricing framework and the commercial terms for the pilot.
- Confirm resource and mobilization windows and remove any capacity blockers.
- Approve go/no-go criteria and a pilot decision timeline with named decision owners.
- Seller to issue a draft pilot commercial proposal (scope, per-stage pricing, payment terms) within 48 hours.
- Operations teams to confirm crew/equipment reservation and provide a mobilization availability calendar.
- Legal/commercial to draft a one-page pilot agreement capturing acceptance criteria and liability/safety terms for review.
- Produce a single clear sentence that states the current state and who is affected.
- Agree the prioritized list of underperforming stages and linked evidence per stage.
- Identify all missing data or QC tasks required before modeling can proceed.
- Set baseline KPIs and numeric success thresholds to evaluate uplift.
- Customer to deliver any missing logs/raw microseismic and grant access to data repositories within 48 hours.
- Seller engineering lead to QC the provided datasets and flag any anomalies within 72 hours.
- Owner assigned for baseline KPI document to be circulated for sign-off.
- Create a one-line current-state statement and circulate to attendees for confirmation.
- Recap current-state sentence & agreed KPIs
- Produce an explicit statement of consequence (e.g., $X lost per well and Y hours spread time per 30-stage well).
- Agree the operator's minimum uplift threshold and acceptable cost delta per stage to proceed to pilot.
- Identify which operational and safety consequences are most material to operator decision-making.
- Seller to produce a per-stage and per-well P&L impact table with sensitivity ranges and deliver within 3 business days.
- Customer to confirm economic inputs (e.g., pricing, discount rate, operating cost assumptions).
- Joint team to record and prioritize consequences that must be resolved in pilot acceptance criteria.
- Scenario overview and assumptions
- Proof from offset wells mapped to design changes
- Per-stage costing and pricing options
- Review compiled offset-well diagnostics
- Quantify production shortfall per well & per stage
- Modeled per-stage uplift & well-level impact (Scenario 1..N)
- Pilot-level economics and ROI
- Gap mapping: which stages underperformed and why we suspect completion design/execution
- Cost per-stage delta and cycle-time implications
- Model-driven proof of future-state for lead scenario
- Operational cost and schedule consequences
- Interactive validation: live what-if adjustments
- Data sufficiency checklist & pre-work remaining
- Risk and safety consequence mapping
- Mobilization, equipment availability & operational constraints
- Risk & failure-mode matrix for each scenario
- Decision checklist & timeline
- Prioritization exercise and selection of candidate pilot scenarios
- Forced confirmation & next-step decision
- Agree baseline KPIs and success metrics
- Sensitivity analysis & break-even thresholds
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Solution Scope
Define the pilot scope: stage spacing, perforation cluster geometry, plug technology, fluid & proppant recipes, deliverables, and acceptance criteria.
Scope Configuration
- Run Plug-and-Perf Perforating (per stage)
- Install Dissolvable Frac Plugs (per stage)
- Install Composite Bridge Plugs (per stage)
- Stage Hydraulic Fracture Pumping (per stage)
- Proppant Blending and Injection (per stage)
- Frac Fluid Mixing and Supply
- Real-Time Fracture Pressure and Rate Acquisition
- Mill-Out and Wellbore Cleanout
- Zonal Cementing and Squeeze Placement
- Gravel-Pack Sand Control Installation
- Install Electric Submersible Pump (ESP)
- Install Rod Pump (Beam Pump)
- Perform Flowback and Initial Production Test
Scope Questions
Run Plug-and-Perf Perforating (per stage)
- What is the planned top and bottom MD/TVT for this stage?
- How many perforation clusters do you require per stage?
- Preferred perforating gun system/type?
- Desired shots-per-foot and phasing for clusters (e.g., 4 SPF @ 120°)?
- Are there toolface/orientation requirements for cluster placement?
- Max allowable perforating pressure spike or wellbore constraint?
- Are there restrictions on perforating charge type due to logging or casing?
- Do you require post-perf integrity checks (pressure test, imaging)?
Install Dissolvable Frac Plugs (per stage)
- Is dissolvable plug technology acceptable for this well given expected bottomhole temperature and chemistry?
- What is the expected bottomhole temperature (°F/°C) and lateral length?
- Target dissolution timeframe (days/weeks) required before production testing?
- Do you have historical failure rate limits above which dissolvable plugs are unacceptable?
- Do you require vendor certification or traceability for each dissolvable plug?
- Any wellbore fluids/chemistries (e.g., high Ca2+, CO2) that could affect dissolution?
- Would you like a mixed program (dissolvable + composite) for risk mitigation?
Install Composite Bridge Plugs (per stage)
- Is composite plug preferred for specific intervals (depth, temperature, openhole vs cased hole)?
- Required pressure and temperature ratings for composite plugs?
- Preferred retrieval/mill-out approach for composite plugs?
- Are there torque/tension limits or mechanical restrictions in the lateral that affect plug installation?
- Do you require performance warranties, run records, or batch traceability for each composite plug?
- Do you need compatibility confirmation between plug materials and planned frac fluids/chemicals?
- Target turnaround time between plug installation and next stage perf/pump?
Stage Hydraulic Fracture Pumping (per stage)
- What is the design pump schedule for this stage (rate profile: bbl/min or BPM, and step schedule)?
- What is the target maximum treating pressure and surface pressure constraints?
- Do you require diversion techniques (ball drop, chemical diverters, pulse pacing)?
- Expected proppant mass (lbs or kg) and concentration (lb/gal or kg/m3) for this stage?
- Preferred frac fluid type for the stage?
- Target stage cycle time (minutes per stage) and acceptable window?
- Are there surface equipment limitations (pump rate, horsepower, blender capacity)?
- Do you require an erosion/abrasion mitigation plan for high sand rates?
Proppant Blending and Injection (per stage)
- What proppant types/sizes are specified for the stage (e.g., 20/40, 100 mesh, ceramic)?
- Is a multi-proppant or graded-proppant strategy desired?
- Target proppant concentration (lb/gal or kg/m3) and total mass per stage?
- Are coated proppants or chemical treatments (flowback inhibitors, resin) required?
- Is on-site blending capacity sufficient for the planned rate (blender size/throughput)?
- Do you require QA/QC sampling and sieve analysis during the job?
- Are there proppant custody-transfer or inventory reporting requirements?
Frac Fluid Mixing and Supply
- Which base fluid is specified for the program?
- Do you plan to use slickwater, gelled fluids, or crosslinked chemistries?
- Are specific chemical additives required (biocide, friction reducer, breaker, scale inhibitor)?
- What is the required mixing and storage capacity on site (bbl/day or cubic meters/day)?
- Do you require supply chain confirmation for recycled or produced water (treatment specs)?
- Any environmental or disposal constraints for returned fluids or chemical selection?
- Do you require pumpability tests or lab verification of fluid recipes before the job?
Real-Time Fracture Pressure and Rate Acquisition
- Do you require downhole pressure/temperature gauges per stage?
- Preferred telemetry method for real-time data?
- What sample rate and latency are required for decision-making (e.g., 1s, 10s, 1min)?
- Do you require integration of telemetry into your SCADA/operations dashboard?
- Are there predefined triggers for adjusting operations in real time (e.g., max pressure, rate drop)?
- Do you require alarms, escalation paths, and on-call engineering during pumping?
Mill-Out and Wellbore Cleanout
- Is mill-out required for the selected plug technology, and which stages need it?
- Preferred mill-out method and tools (drill, specialty mill, E-line milling)?
- Expected volume and type of cuttings/debris and plan for solids handling?
- Required cleanout circulation volumes, fluid type, and additives for solids transport?
- Do you require verification of full bore (e.g., caliper, camera) after mill-out?
- Are there restrictions on mill-out time or wellbore torque/tension limits?
- Do you need a contingency plan for stuck mills or broken tools?
Zonal Cementing and Squeeze Placement
- Is squeeze cementing required for this stage or adjacent casing intervals?
- Required cement slurry properties (density, compressive strength, additives)?
- Do you require zonal isolation verification (pressure test, CBL, gamma)?
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Mutual Commit
Confirm per‑stage pricing, mobilization windows, equipment availability, safety & liability terms, and go/no‑go criteria for the pilot.
Agreement Modules
- Statement of Work (SOW)
- Per-Stage Pricing Schedule
- Mobilization Window & Schedule Commitment
- Equipment Availability & Reservation
- Safety, Liability & Indemnity Terms
- Insurance Certificates & Risk Transfer
- Go/No‑Go Criteria and Decision Rights
- Acceptance Criteria & Performance Guarantees
- Payment Terms & Invoicing Milestones
- Change Order & Scope Adjustment Process
- Permits, Regulatory & Landowner Responsibilities
- Operational Runbooks & Technical Deliverables
- Single‑Point‑of‑Contact & Escalation Matrix
- Cancellation, Rescheduling & Force Majeure
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Verify crew qualifications, equipment condition, spare parts, logistics, permits, and emergency response plans prior to mobilization.
Readiness Questions
Start Here — Tell Us a Bit About the Situation
- Roughly how many recently completed wells are we discussing that fell short of the type curve?
- Which asset / formation and lateral length range are these wells in? (name, lateral ft/m)
- On average, what percent below the type-curve did initial production (IP) come in?
- Who on your team is the daily owner of completion performance and who ultimately signs off on a pilot?
- What was the single most important reason you agreed to this discovery conversation today?
Are We Blaming the Reservoir—or the Design?
- What leads you to believe the shortfall is a completion design or execution issue rather than reservoir quality?
- Which diagnostics do you already have that point at stage-level problems? (select all that apply)
- Tell us about a specific stage or well that illustrates the problem—what happened, when, and what evidence convinced you?
- Which stage positions or lateral segments look worst (early, mid, late, toe, multiple)?
- How have you previously tried to separate execution failures (e.g., poor cluster entry, plug issues) from design failures (e.g., spacing, cluster count)?
What’s the Real Cost of Staying the Same?
- What is the business impact of the current underperformance over the next 12–24 months if nothing changes?
- How do you quantify the dollar impact per well or per stage (lost EUR, NPV, lifting costs, missed payback)? Please provide ranges if possible.
- How much spread time (hours) saved per well would translate to an acceptable cost trade-off for changes in design or technology?
- How often have you had to do a remediation or re-frac because of suspected completion shortcomings in this asset?
- Beyond money, what day-to-day operational burdens is this creating for your team (scheduling friction, vendor churn, reputational risk, safety concerns)?
Who Holds the Keys — Decision Makers, Risk Tolerances, and Metrics
- If we proposed a pilot tomorrow, who would need to sign off and what would make them hesitate?
- Which performance metrics do your leaders care about most when evaluating a completion pilot?
- What minimum improvement on a key metric would you need to see to consider scaling the approach beyond the pilot? Be as specific as possible.
- Who evaluates per-stage pricing and what commercial constraints (AFEs, capital windows) would shape the pilot budget?
- How would you like pilot success to be packaged for internal approval (one-page economic case, technical dossier, joint field meeting, third-party validation)?
What Would Success Feel Like — Beyond Percent Uplift?
- If this pilot truly succeeded, what would visibly change in operations, finance, and your team's stress levels?
- Which of these outcomes would be most meaningful to you? (pick up to three)
- How important is technology fit (e.g., composite vs dissolvable plugs) versus execution speed in your decision to change providers?
- What would a 'no-go' outcome look like for you after a pilot—what failure modes are unacceptable?
- If successful, how quickly would you want to scale (next pad, next 5 wells, full program)?
Operational Reality — Constraints That Determine Feasibility
- What operational constraints are most likely to block a pilot (permits, pad readiness, frac spread schedule, crew availability, equipment spares)?
- Which mobilization windows are feasible for you in the next 3–6 months?
- Do you have site-specific HSE, third-party, or stakeholder requirements that must be met before mobilization?
- How confident are you in your current equipment and crew reliability on recent pads (0–10)? Please explain the score.
- What spare-parts or contingency planning do you already carry for completion jobs (e.g., extra plugs, pumps, coiled tubing availability)?
Trust, Track Record, and What Keeps You Up at Night
- When evaluating a new completion partner, what past failures make you most cautious (plug failures, equipment downtime, poor data transparency, safety incidents)?
- Which proof points would reassure you most: offset well case studies, live telemetry during the job, third-party validation, or a capped pilot cost?
- Do you require references from operators in the same formation or are analogous basins acceptable?
- Have you previously tested alternative plug technologies (dissolvable vs composite)? What were the results and lessons learned?
First Steps — What We Need to Move from Talk to Pilot
- What's the minimum dataset we should receive to scope a meaningful pilot (logs, IP history, microseismic, proppant/fluid recipes)? (select all that apply)
- What format and level of confidentiality/agreements are required for you to share offset well data?
- Which deliverables would make a piloting decision straightforward for your team (detailed pilot scope, fixed per-stage price, risk allocation, acceptance criteria)?
- What timeline would you expect between receiving a pilot proposal and a go/no-go decision?
- Finally, what would be a helpful next step from us right now to make your evaluation easier?
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Deployment Enablement
Schedule crews, finalize stage execution runbooks, confirm monitoring telemetry, and assign operational owners and escalation paths.
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Validation Checklist
Execute pre‑job and post‑stage checks: cycle time targets, zonal isolation verification, initial production tests, and safety debriefs.
Validation Questions
Tell the short story — which well are we talking about?
- What is the well/pad name or API and a one-line summary of the performance gap?
- When was the well completed (month/year) and when did first production measurement occur?
- By how much did initial production (IP) miss your type curve or expectation?
- How many wells on this pad or lateral cohort show the same shortfall pattern?
- Who on your team owns the problem day-to-day and who signs off on pilot decisions?
What if the completion — not the reservoir — is the real problem?
- If the underperformance is primarily completion-related, what would the strategic impact be across your acreage?
- Which pieces of evidence make you suspect completion design or execution versus reservoir variability?
- How confident are you in your reservoir model's prediction of those wells (and why)?
- What would you need to see in data to shift your belief from 'reservoir' to 'completion' as the main driver?
- Are there lateral heterogeneities (e.g., shale streaks, carrier beds) you already know correlate with low IP stages?
Which stage-level problem would you fix first if you had a magic wand?
- Out of the following, which single stage issue do you believe costs the most lost production today?
- What operational metrics or runbook steps tell you that a stage executed differently than planned?
- How often do you record plug or perforating failures (e.g., failed plug drillout, stuck tools)?
- Can you identify a pattern across problematic stages (location along lateral, depth, spacing, or cluster geometry)? If yes, describe.
Are we paying for time instead of performance?
- What is your current benchmark for acceptable cycle time per stage and your target for improvement?
- What is your current cost per stage (or per lateral foot) and what threshold would make a redesign economically attractive?
- How sensitive is your economics to a per-stage cost increase of 5–15% if it delivers a 10–25% IP uplift?
- Do you value cycle-time reduction, IP uplift, or lower variability most when judging a new completion approach?
- How have past attempts to speed cycles or change plugs impacted reliability or well integrity on your jobs?
Who signs the check and who lives with the results?
- List the stakeholders who must be engaged and their primary concern (role: concern).
- Which stakeholders are most likely to resist change and why?
- Who will be the technical owner for pilot design, execution oversight, and post-job validation on your side?
- Do you have incumbent vendor commitments or exclusivity that limit rapid pilot mobilization?
- What internal approval milestones (budgets, safety reviews, permits) must be cleared before we can mobilize a pilot?
If we run a pilot, what would success feel and look like?
- Which single KPI would make you decide to scale the approach after the pilot?
- Define the minimum acceptance criteria for that KPI (e.g., % uplift, minutes saved, $/stage).
- How long would you monitor the pilot before making a scale decision (and why)?
- How do you prefer attribution be demonstrated so credit is given to completion changes and not reservoir variability?
- What reporting cadence and deliverables would make your team comfortable to approve scale-up?
What keeps you up at night about a pilot?
- What single failure mode would cause you to halt the pilot immediately?
- What operational contingencies or insurance do you require for vendor-driven pilots?
- Are there environmental, community, or regulatory sensitivities near this pad that affect schedule or techniques we can use?
- What past pilot or vendor engagement failed for you and what would you want done differently this time?
What would it take for you to share data and say 'let's design a pilot'?
- Which of the following data sets can you provide for initial analysis?
- Do you require an NDA or data-use agreement before sharing offset well files and vendor reports?
- What timeline are you targeting for a pilot decision and expected first mobilization window?
- What form of commercial commitment are you willing to consider for a pilot (e.g., fixed-price per stage, shared gain model, time-and-materials)?
- Who should be on the vendor kickoff call and what agenda topics are non-negotiable?
Final check — what's the single most important thing we should know before designing a pilot for you?
- If you could prioritize one constraint for the pilot design (cost, schedule, safety, attribution clarity, or equipment availability), which would it be?
- What would make you say 'no' to proceeding after our initial analysis?
- Anything else you want the engineering team to absolutely avoid or double-check in their first proposed design?
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Success
Review pilot outcomes vs projected uplift, cost per stage, cycle‑time savings and safety KPIs; decide on scale‑up and log issues for improvement.
Success Reviews
- Pilot Outcomes Review (Executive Decision)
- Technical Lessons Learned & Root Cause Workshop
- Economics & Commercial Terms Review
- Safety, Compliance & Quality Review
- Scale-Up Planning Workshop (Operational Go/No-Go)
Issues & Enhancements
- Create a prioritized safety/quality remediation plan with owners and target close dates (owner: HSE Lead).
- Update stage design library with chosen cluster spacing, perforation geometry and plug selection rules (owner: Completion Engineering).
- Schedule targeted validation runs and required telemetry (owner: Field Operations / Data Team).
- Produce revised execution runbooks and distribute to crews for training (owner: Ops Readiness).
- Current Cost Baseline
- Agree on a target commercial model (pricing and incentives) that preserves operator economics and is executable for the vendor.
- Identify any commercial conditions tied to technical validation and define timelines for contracting.
- Confirm mobilization constraints and incorporate them into the commercial proposal.
- Issue a formal commercial proposal covering agreed pricing tiers and performance KPIs (owner: Commercial Lead).
- Confirm mobilization windows and equipment reservations for proposed program start dates (owner: Logistics Manager).
- Draft contract amendment with performance clauses and acceptance criteria (owner: Legal/Contracts).
- Safety Current State & KPI Dashboard
- Confirm that safety and quality performance meet operator thresholds or identify remediations required before scale-up.
- Assign owners and timelines for all corrective actions, training, and audits needed to mitigate safety/quality risk.
- Define the safety evidence package required to clear operational go/no-go gates.
- Opening & Objectives
- Schedule mandatory crew training sessions and refresher on revised runbooks (owner: Ops Training).
- If required, book a third‑party HSE audit and produce compliance certificate before mobilization (owner: Compliance).
- Recap Decisions & Required Conditions
- Produce a runnable scale-up program plan with timeline, owners and resource commitments.
- Establish clear go/no-go gates and acceptance criteria tied to the pilot evidence and defined KPIs.
- Set the program governance and KPI review cadence to monitor performance during ramp.
- Publish the program Gantt, assigned owners and critical path with dates for the first 3 months (owner: Program Manager).
- Order long‑lead equipment and confirm spare parts inventory aligned to ramp plan (owner: Procurement).
- Establish weekly KPI review meeting invites and dashboard access for stakeholders (owner: Data/Operations).
- Establish a single, agreed set of pilot performance numbers and their financial consequence.
- Reach an executive decision on scale-up (full, phased, or no-go) or list conditions required for approval.
- Assign owners and timelines for the commercial and operational follow-ups required by the decision.
- Publish an 'official results' one‑pager with the reconciled pilot metrics and financial impact.
- If approved to scale, initiate commercial amendment and mobilization hold notices to operations (owner: Commercial Lead).
- If conditional approval, list required remediation items and target dates for re-review (owner: Engineering Lead).
- Recap Current State & Problem Statement (one-sentence)
- Agree on validated root causes for underperforming stages using pilot telemetry and diagnostics.
- Commit to a concrete set of engineering changes and how each will be proven in subsequent wells.
- Define measurement methods and acceptance criteria for technical validation prior to scale-up.
- Current State Summary (one-sentence)
- Financial Consequence & ROI Scenarios
- Data Package Review
- Define Future State (one-sentence operational target)
- Incident & Quality Deviation Reviews
- Regulatory & Permit Status
- Pricing Structure & Volume Discounts
- Root Cause Analysis (structured RCA)
- Program Timeline & Critical Path
- Consequence Analysis
- Resource & Logistics Plan
- Modeled vs Actual Performance — Data Walkthrough
- Mobilization, Equipment Availability & Lead Times
- Corrective Actions, Training & Audit Plan
- Engineering Fixes & Proof Paths
- Validation & Data Integrity Check
- Validation Tests & Acceptance Criteria
- Contracting Path and Approval Timeline
- Go/No-Go Gates, Acceptance Criteria & Monitoring Cadence
- Validation Criteria for Safety Go/No-Go
- Decision Framing and Straw Vote
- Action Owners & Timeline
- Action Owners, Communication & Risk Register
- Next Steps, Owners, and Timing