Objective
Define the hole section, target depth, and operational outcome.
4.8
on G2
Free Oil & Gas Template
Download a free drilling procedure template in Word, PDF, or Markdown. Or turn any video into drilling procedure template with Docsie AI — auto-fills every required field.
Use this template to plan and execute a drilling section with mud program, BHA, well control, and hold points.
| Field | Details |
|---|---|
| Category | Oil & Gas |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Define the hole section, target depth, and operational outcome.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Include casing shoe, pore pressure, fracture gradient, expected formations, and offset risks.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List rig equipment, bottom hole assembly, bits, motors, MWD/LWD, and critical spares.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Provide numbered drilling, survey, connection, circulation, and trip steps.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Specify mud weight, properties, chemicals, testing frequency, and contingency treatments.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Define kick indicators, shut-in method, BOP checks, required approvals, and stop-work triggers. Use precise field units and include safety-critical checks.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Deploy this template before spudding a new well section or changing drilling parameters mid-operation.
This template generates a complete drilling procedure with operational sequencing and safety-critical control points.
Teams often create vague procedures that lack measurable parameters or skip critical hold points.
Template Structure
Use this oil & gas template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Define the hole section, target depth, and operational outcome.
Include casing shoe, pore pressure, fracture gradient, expected formations, and offset risks.
List rig equipment, bottom hole assembly, bits, motors, MWD/LWD, and critical spares.
Provide numbered drilling, survey, connection, circulation, and trip steps.
Specify mud weight, properties, chemicals, testing frequency, and contingency treatments.
Define kick indicators, shut-in method, BOP checks, required approvals, and stop-work triggers. Use precise field units and include safety-critical checks.
Write a Drilling Procedure for an oil and gas well section. Structure with these Markdown sections:
Define the hole section, target depth, and operational outcome.
Include casing shoe, pore pressure, fracture gradient, expected formations, and offset risks.
List rig equipment, bottom hole assembly, bits, motors, MWD/LWD, and critical spares.
Provide numbered drilling, survey, connection, circulation, and trip steps.
Specify mud weight, properties, chemicals, testing frequency, and contingency treatments.
Define kick indicators, shut-in method, BOP checks, required approvals, and stop-work triggers.
Use precise field units and include safety-critical checks.
Drill the 12-1/4 in hole from 3,420 ft MD to 8,950 ft MD and set 9-5/8 in casing above the Crest shale.
| Item | Specification |
|---|---|
| Bit | 12-1/4 in PDC, 6 blade |
| Motor | 7 in mud motor, 1.5 deg bend |
| MWD | Gamma, inclination, azimuth |
Stop drilling and notify the company man for unexplained flow increase, pit gain above 5 bbl, or gas above the section limit.
Already have a walkthrough or training video covering this process? Skip manual drafting. Upload the video and Docsie AI generates drilling procedure template with every required field populated — ready for review, signoff, or export.
Use the template manually, or let Docsie generate the first draft from source footage.
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Template FAQ
Common questions about downloading and generating a drilling procedure template.
Q: What is a drilling procedure template?
A: A drilling procedure template is a structured document for plan and execute a drilling section with mud program, bha, well control, and hold points.
Q: Is the drilling procedure template really free?
A: Yes. The drilling procedure template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a drilling Procedure?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete drilling Procedure using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the drilling procedure template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.