Sutton Technical Books logoWelcome to Sutton Technical Books. We provide books, ebooks, videos, assessment checklists and safety moments for managers, engineers and executives in the process and energy industries — covering chemicals, oil refining, offshore oil and gas and pipelines. Our goal is to provide practical information that will help you design and operate facilities that are safe, efficient and in compliance with rules and regulations.

Much of the material fits within the broad category of Process Safety Management. An overview article on that topic is available here.

Operational Excellence Assessments

Operational Excellence Assessments

In April 2018 we will be releasing a test version (Rev. 1.0) of our Operational Excellence Assessment system. The system provides hundreds of questions that allow you to assess (as distinct from audit) the quality of your operational and safety management systems. All that you need to make the system work is a current version of Microsoft Excel.

The system is organized using the following categories (‘17. Operational Readiness’ is highlighted because that is the workbook that is included in this test release.):

  1. Culture
  2. Compliance and Standards
  3. Risk Analysis
  4. Safety in Design
  5. Information Management
  6. Hazard Identification
  7. Written Procedures
  8. Safe Work Practices
  9. Asset Integrity/Reliability
  10. Training and Performance
  11. Management of Change
  12. Operations
  13. Maintenance
  14. Human Factors/Health
  15. Emergency Response
  16. Incident Investigation
  17. Operational Readiness / Prestartup Review
  18. Industries

If you would like to review Revision 1.0 please follow this link. You will receive:

  • The master spreadsheet that is summarizes the results from all the elements.
  • A full version of the workbook ‘17. Operational Readiness’.
  • A copy of the A User Guide that shows you how to use the system.
  • A survey form.

To learn about the background to this system please review our 22 minute video Introduction to Operational Excellence Assessments. You can also download the product User Guide.



For many of the topics that we cover we publish modules or packages that include:

  • An ebook;
  • A video;
  • An assessment tool that allows you to assess the status of your the elements of your process safety program; and
  • A test.

To learn more please visit our videos page.

Module for Sutton Technical Books


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