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Free Oil & Gas Template

Free SIMOPS Plan Template

Download a free simops plan template in Word, PDF, or Markdown. Or turn any video into simops plan template with Docsie AI — auto-fills every required field.

SIMOPS Scope Activity Matrix Interface Hazards Control Measures Communication Plan Authority Levels Suspension Criteria

SIMOPS Plan

Use this template to plan simultaneous operations across drilling, production, construction, lifting, and maintenance activities.

Template Metadata

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]

SIMOPS Scope

Identify facility, date range, concurrent activities, operating status, and excluded work.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Activity Matrix

Table each activity, location, crew, permit type, timing, and responsible supervisor.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Interface Hazards

Assess dropped objects, ignition sources, pressure systems, lifting conflicts, marine traffic, and emergency access.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Control Measures

Define exclusion zones, permit sequencing, gas testing, barriers, spotters, and production restrictions.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Communication Plan

State daily coordination meetings, radio channels, control room notifications, and escalation contacts.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Authority Levels

Define area authority, performing authority, installation manager, and stop-work rights.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Suspension Criteria

List weather, alarms, process upsets, crane limits, emergency response, and conflict triggers. Use site-specific interfaces and clear decision authority.

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]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Review and Signoff

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]
Template Guide

How to Use the SIMOPS Plan Template

When to Use This Template

Deploy this template when multiple contractors or activities operate simultaneously in shared oil and gas facilities.

  • Platform maintenance overlapping with drilling or production operations
  • Simultaneous crane lifts, hot work, and confined space entries
  • Offshore campaigns involving marine vessels and helicopter operations concurrently

What This Template Covers

This template produces a structured coordination framework that defines interfaces, hazards, and control measures for overlapping work.

  • Activity matrix mapping crew locations, permit types, and supervisor accountability
  • Interface hazard register covering dropped objects, ignition sources, and lifting conflicts
  • Communication protocols with radio channels, daily meetings, and stop-work authority

Common Pitfalls to Avoid

Most SIMOPS plans fail by treating coordination as paperwork rather than active hazard management.

  • Vague exclusion zones cause crane-personnel conflicts and dropped object incidents
  • Missing permit sequencing allows simultaneous hot work near hydrocarbon releases
  • Unclear authority levels delay emergency response when operations must stop immediately

Template Structure

What the SIMOPS Plan Template Includes

Use this oil & gas template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.

1

SIMOPS Scope

Identify facility, date range, concurrent activities, operating status, and excluded work.

2

Activity Matrix

Table each activity, location, crew, permit type, timing, and responsible supervisor.

3

Interface Hazards

Assess dropped objects, ignition sources, pressure systems, lifting conflicts, marine traffic, and emergency access.

4

Control Measures

Define exclusion zones, permit sequencing, gas testing, barriers, spotters, and production restrictions.

5

Communication Plan

State daily coordination meetings, radio channels, control room notifications, and escalation contacts.

6

Authority Levels

Define area authority, performing authority, installation manager, and stop-work rights.

7

Suspension Criteria

List weather, alarms, process upsets, crane limits, emergency response, and conflict triggers. Use site-specific interfaces and clear decision authority.

Recommended Structure

Write a SIMOPS plan for oil and gas operations. Structure with these Markdown sections:

SIMOPS Scope

Identify facility, date range, concurrent activities, operating status, and excluded work.

Activity Matrix

Table each activity, location, crew, permit type, timing, and responsible supervisor.

Interface Hazards

Assess dropped objects, ignition sources, pressure systems, lifting conflicts, marine traffic, and emergency access.

Control Measures

Define exclusion zones, permit sequencing, gas testing, barriers, spotters, and production restrictions.

Communication Plan

State daily coordination meetings, radio channels, control room notifications, and escalation contacts.

Authority Levels

Define area authority, performing authority, installation manager, and stop-work rights.

Suspension Criteria

List weather, alarms, process upsets, crane limits, emergency response, and conflict triggers.

Use site-specific interfaces and clear decision authority.

Example Filled Template

SIMOPS Plan - Platform A Compressor Changeout

SIMOPS Scope

Activities include crane lift of K-201 skid, live production on Train 1, and scaffold work on the mezzanine.

Activity Matrix

Activity Location Permit Supervisor
Heavy lift East deck Lift permit Lifting Lead
Production ops Train 1 Operating permit Shift Supervisor

Control Measures

Establish 20 m drop zone below crane path. No hot work during lift or gas compressor depressurization.

Suspension Criteria

Suspend lift if wind exceeds crane chart limit, gas alarm activates, or emergency access route is blocked.

Video to Document

Turn Video Into SIMOPS Plan

Already have a walkthrough or training video covering this process? Skip manual drafting. Upload the video and Docsie AI generates simops plan 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.

DOCX, PDF, and Markdown downloads
Works with process and training videos

Template FAQ

SIMOPS Plan Template FAQ

Common questions about downloading and generating a simops plan template.

Using This Template

Q: What is a simops plan template?

A: A simops plan template is a structured document for plan simultaneous operations across drilling, production, construction, lifting, and maintenance activities.

Q: Is the simops plan template really free?

A: Yes. The simops plan 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 sIMOPS Plan?

A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete sIMOPS Plan using this template's structure — every required field auto-filled from the footage.

Q: Can I edit the simops plan 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.