The HAZOP Leader's Handbook

The HAZOP Leader's Handbook

How to Plan and Conduct Successful HAZOP Studies

1st Edition - April 14, 2022

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  • Author: Philip Eames
  • Paperback ISBN: 9780323917261
  • eBook ISBN: 9780323986373

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The HAZOP Leader’s Handbook is designed specifically to help HAZOP leaders plan and execute successful HAZOP studies, based on the author’s many years of experience of participating in, observing and facilitating HAZOP studies, as well as observing, training, mentoring and assessing HAZOP leaders. The book assumes that the reader understands the methodology and has experienced HAZOP meetings and does not seek to explain the methodology itself. Rather, it focuses on the application of the methodology and the responsibilities and skills of the HAZOP leader in the preparation, execution and reporting of the study. Although the principal subject is HAZOP, much of the content equally applies to other facilitated hazard identification techniques such as Hazard Identification (HAZID) or Failure Modes Effects and Criticality Analysis (FMECA). The prime purpose of this book is to provide guidance specific to HAZOP leaders to help them to maximise the effectiveness of their HAZOP studies, thereby getting the most benefit from the methodology, promoting consistency and rigour in its application and sustaining its well-earned reputation.

Key Features

  • Includes HAZOP leader’s responsibilities and competence requirements and how to plan, prepare and manage a HAZOP study from its conception through to delivery of the final report
  • Describes current best practice in the application of the HAZOP technique
  • Explains the role of the HAZOP leader as a facilitator of study meetings using examples of facilitation techniques
  • Discusses ways in which the leader can maximize the effectiveness of HAZOP technique in identifying and analyzing process hazards


Process safety engineers, HAZOP leaders, project/facility managers; Practitioners in process industries in oil and gas, petrochemical, chemical, pharmaceutical, food and drink, nuclear

Table of Contents

  • Cover image
  • Title page
  • Table of Contents
  • Copyright
  • Dedication
  • Preface
  • Acknowledgements
  • Chapter 1. Introduction
  • Abstract
  • 1.1 Reputation and reality
  • 1.2 Why this book?
  • References
  • Chapter 2. More than just a chair!
  • Abstract
  • 2.1 The HAZOP leader’s responsibilities
  • 2.2 Are you ready for the challenges?
  • 2.3 Qualifications, experience and skills
  • 2.4 Developing and demonstrating your competence
  • 2.5 Make sure you are independent!
  • 2.6 Still want to be a HAZOP leader?
  • References
  • Chapter 3. Fail to prepare, prepare to fail
  • Abstract
  • 3.1 Is it HAZOP that you need?
  • 3.2 Can you plan for success?
  • 3.3 Terms of reference
  • 3.4 The HAZOP team
  • 3.5 Node selection
  • 3.6 Deviations from design intent
  • 3.7 How much time do you need?
  • 3.8 Preparation you can start immediately
  • 3.9 Preparations nearer the study
  • 3.10 Summary: critical success factors
  • References
  • Chapter 4. Apply best practice
  • Abstract
  • 4.1 Constructing scenarios: the ‘golden rules’
  • 4.2 A summary of scenario development
  • 4.3 Tools for stimulating creativity
  • 4.4 Some technical challenges
  • 4.5 Policy challenges
  • References
  • Chapter 5. Facilitate!
  • Abstract
  • 5.1 The role of facilitator
  • 5.2 Group dynamics
  • 5.3 Team development
  • 5.4 Individual communication styles
  • 5.5 Facilitation skills
  • 5.6 Consensus and disagreement
  • 5.7 Dysfunctional behaviour
  • 5.8 Crisis? What crisis?
  • References
  • Chapter 6. Focus on effectiveness
  • Abstract
  • 6.1 What do we mean by effectiveness?
  • 6.2 Maintaining effectiveness: avoiding or overcoming common problems
  • 6.3 Stopping the study
  • 6.4 Assessing effectiveness
  • References
  • Chapter 7. Develop your product
  • Abstract
  • 7.1 What should go in the report?
  • 7.2 Presenting the key findings
  • 7.3 Analysing recommendations
  • 7.4 Should opinions relating to quality be included?
  • 7.5 Building up the report: before, during and after
  • Chapter 8. How to be a better HAZOP leader
  • Abstract
  • Appendices
  • Appendix 1 HAZOP practitioner assessment protocol
  • Appendix 2 HAZOP preparation guide
  • Appendix 3 Typical structured what if? or SWIFT checklist
  • Appendix 4 Terms of Reference
  • Appendix 5 Process safety information
  • Appendix 6 Node selection guidance
  • Appendix 7 HAZOP deviations
  • Appendix 8 P&ID management protocol
  • Appendix 9 HAZOP event checklist
  • Appendix 10 Modes of loss and potential causes
  • Appendix 11 Process flow failure modes—“The List”
  • Appendix 12 Consequence pathways
  • Appendix 13 Ground rules
  • Appendix 14 Group dynamics
  • Appendix references
  • Appendix 15 Facilitation styles and group maturity
  • Appendix references
  • Appendix 16 Communication styles in facilitated sessions
  • Appendix 17 Managing dysfunctional behaviour
  • Appendix 18 HAZOP progress tracker
  • Appendix 19 HAZOP progress report
  • Appendix 20 Quality assurance checklist
  • Appendix 21 Effectiveness assessment questionnaire
  • Appendix 22 Final report contents
  • List of abbreviations
  • Index

Product details

  • No. of pages: 262
  • Language: English
  • Copyright: © Elsevier 2022
  • Published: April 14, 2022
  • Imprint: Elsevier
  • Paperback ISBN: 9780323917261
  • eBook ISBN: 9780323986373

About the Author

Philip Eames

Philip Eames was first trained as a HAZOP Leader in 1986 and has practiced in this role from time to time throughout his career, but especially intensely over the last 12 years as a process safety consultant. Phil has led HAZOP studies in a wide variety of organisations spanning most sectors of the process industries. He is accredited as a HAZOP Leader with several large multinational companies. He has led smaller stand-alone studies working alone with a Recorder and small team and participated in very large HAZOP programmes working with multiple leaders and Recorders contracted from different organisations. As a process safety consultant, Phil has designed and delivered training, mentoring and assessment for HAZOP Leaders for a number of organisations. He designed and has delivered IChemE’s successful HAZOP Leadership and Management course, re-launched in 2017.

Affiliations and Expertise

FIChemE Professional Process Safety Engineer, Centre for Renewable Energy Systems Technology, Loughborough University, Loughborough, UK

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