Basis of Design & Drilling Programme Preparation
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Basis of Design & Drilling Programme Preparation - DC-BOD-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| DC-BOD-PEA27 | 08 - 12 Feb 2027 | 10 AM CST | 4 Hours / Day |
Online |
USD |
3000 |
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Basis of Design & Drilling Programme Preparation
This course covers the preparation of a basis of design and a drilling programme. Participants study design premises and assumptions, design criteria and standards, section-by-section programme content, procedures and contingencies, interfaces with completion and subsurface, review and approval, management of change, and the documents that support execution at the rig.
Description
The basis of design records the assumptions, criteria and constraints a well is designed against; the drilling programme tells the rig how to drill it. Together they are the controlling documents for well delivery, and their quality determines how much judgement the rig has to exercise when conditions differ from plan.
This course covers both documents in detail. It starts with the purpose and content of a basis of design: objectives, subsurface premises, design criteria, standards and regulations, safety and environmental requirements, and the assumptions that later changes must be checked against. It then covers programme preparation section by section, including hole and casing details, fluids, cement, bits, bottomhole assemblies, hydraulics, surveying, logging and testing requirements. The course then covers procedures and contingency sections, interfaces with completion, subsurface and logistics, review and approval processes, management of change during execution, and the supporting documents the rig actually uses.
A good programme answers the questions the rig will ask before they are asked: what mud weight, what parameters, what to do if returns are lost, when to stop and circulate, what to run and when. A poor programme states what will be done without saying what to do if it cannot be, and leaves every deviation to be resolved by phone.
The basis of design serves a different purpose. It records why the well is designed as it is: the pressure profile assumed, the design factors used, the standards applied, the temperature and hazards expected. When conditions turn out differently or somebody proposes a change, the basis of design is what tells the engineer whether the change is acceptable or whether it invalidates an assumption the design depends on.
Both documents are written for people who are tired, busy and working at three in the morning. Clarity, structure and consistent terminology matter as much as technical content. This course covers the technical content and the writing discipline together.
By the end of this training, participants will be able to:
- Define the purpose, scope and content of a basis of design.
- Record design premises, assumptions and constraints clearly.
- Select and apply design criteria, standards and regulatory requirements.
- Prepare a drilling programme section by section.
- Write procedures that are usable at the rig.
- Prepare contingency procedures for the credible problem scenarios.
- Define interfaces with completion, subsurface, logistics and HSE.
- Run review and approval processes for well documentation.
- Apply management of change during execution.
- Prepare the supporting documents and data packs the rig requires.
The course is instructor-led and document-based. Participants write sections of a basis of design and a drilling programme for a given well, then review each other's work against criteria used in operating companies. Good and poor examples of real programmes are examined, together with cases where unclear documentation caused problems at the rig. Participants are encouraged to bring their own documents for discussion.
Organisations sending participants to this training will:
- Improve the quality and consistency of well design documentation.
- Reduce decisions escalated from the rig because the programme was unclear.
- Make design assumptions explicit and auditable.
- Improve management of change during well execution.
- Meet regulatory and audit expectations for well documentation.
Participants will:
- Be able to write a basis of design that records the real assumptions.
- Be able to prepare a complete and usable drilling programme.
- Be able to write procedures and contingencies clearly.
- Understand review, approval and change control requirements.
- Be able to review others' well documentation effectively.
- Drilling and well engineers
- Well delivery and project engineers
- Completion engineers
- Drilling supervisors contributing to programmes
- Technical authorities reviewing well documentation
- Graduate engineers preparing well documents
Module 1: Purpose of Design Documentation
- Basis of design, programme and procedures
- Document hierarchy and control
- Audiences and how each document is used
- Regulatory and audit expectations
Module 2: Basis of Design Content
- Well objectives and functional requirements
- Subsurface premises and uncertainty
- Design criteria and design factors
- Standards, codes and company requirements
- Safety, environmental and regulatory requirements
- Assumptions register
Module 3: Design Criteria and Standards
- Casing and tubular design criteria
- Well control and barrier requirements
- Material selection criteria
- Dogleg severity and trajectory limits
- Applying industry standards consistently
Module 4: Programme Structure
- Programme sections and content
- Well schematics and data sheets
- Depth references and datums
- Units, terminology and consistency
- Revision control
Module 5: Section-by-Section Content
- Hole and casing details
- Mud programme by section
- Cement programme
- Bit and bottomhole assembly programme
- Hydraulics and parameters
- Surveying, logging and testing requirements
Module 6: Procedures
- Writing procedures for rig use
- Casing running and cementing procedures
- Testing and verification steps
- Hold points and decision points
- Clarity, sequence and readability
Module 7: Contingencies
- Identifying credible problem scenarios
- Lost circulation, stuck pipe and well control contingencies
- Sidetrack and contingency string planning
- Decision trees and trigger criteria
- Equipment and material contingency
Module 8: Interfaces
- Completion and subsurface interfaces
- Logistics, materials and long lead items
- Service company scopes
- HSE and permit requirements
- Handover points
Module 9: Review, Approval and Change
- Peer review and technical assurance
- Drill well on paper sessions
- Approval authorities
- Management of change during execution
- Capturing changes for the end-of-well report
Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.
Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.
Frequently Asked Questions
All course bookings made through PEA are strictly non-refundable. By registering for a course, you acknowledge and accept that all fees are payable in full and are not subject to refund under any circumstances, including changes in personal or professional commitments or partial attendance.
PEA reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Comprehensive details of each course — including objectives, target audience, and content — are clearly outlined before enrolment, and it is the responsibility of the delegate to ensure the course's suitability prior to booking.
For any inquiries related to cancellations or bookings, please contact our support team, who will be happy to assist you.