Course 9: Updating and Revalidating Process Hazard Analyses (PHA)

This course prepares you to execute a PHA revalidation that complies with PSM regulations and industry standards. PHAs usually must be updated and revalidated every 5 years. Several factors determine the extent of the revalidation analysis, including the quality of your previous PHAs and its documentation, process and facility changes, incidents during the past 5 years, and new interpretations of codes and standards. In some cases a complete “redo” may be required if the previous PHA quality and documentation did not meet your standards or regulatory requirements.


$1,100.00 USD (per student) Online

$1,100.00 USD (per student) in USA

This course can also be taught (either as-is or customized) at your site. Please contact PII for details about having our training provided at your site.

Updating and Revalidating Process Hazard Analyses (2-Day) Course 9 (1-Day) | Process Improvement Institute

Recommended prerequisites: Previous training in leading PHAs, such as completion of Course 8, as well as experience in leading PHAs of entire units.

Typical Course Candidates

  • Anyone who wants to understand how to decide on an appropriate approach for PHA revalidations and/or lead PHA revalidations should consider attending. Though this course is primarily for PHA leaders, anyone with the following background will also find the course valuable:
    • Process engineer
    • PHA element coordinator/manager/owner
    • PSM coordinator and auditors
    • E, H, & S Managers & Engineers

What You Will Learn

  • Options and requirements for leading a team through a revalidation process that satisfies PSM requirements and utilizes the best approach for your company
  • Resource requirements for performing a revalidation
  • Preparation, execution, and documentation steps to meet company’s goals, streamline future analyses and to produce a functional report useful to many
  • Experience in leading and documenting PHA revalidations through workshops
  • Factors to determine the appropriate revalidation approach
  • How to address previous PHA deficiencies
  • How to identify improvements in operating procedures, training, and preventive maintenance through the revalidation process

Take Home:

  • A revalidation decision tree (flowchart) to assist you in choosing the right revalidation approach for your facility
  • A copy of the course notebook
  • A Certificate of Completion
  • 1.3 CEUs and 1.3 COCs

Day 1 (8:00 a.m. to 5:00 p.m.)

  • Learning objectives and goals of revalidation
  • Overview of PSM requirements for PHAs and Revalidations
    • Terms and definitions
    • Determining your goals (minimal compliance versus meeting the needs of procedure writers, trainers, and equipment reliability departments)
  • Gathering required information
    • Previous PHA report and recommendation closure documents
    • Incident reports since previous PHA cycle
    • MOC records
    • Current P&IDs and P&IDs as existed during previous PHA cycle
    • Current SOPs and SOPs as existed during previous PHA cycle
    • Workshop: Review of previous versus current documents to determine if MOC has worked adequately
  • Assessing the previous PHA report and other data
    • Workshop: Compliance/Quality review of an example PHA
  • Considering “lessons learned”
  • Defining the revalidation approach
  • Workshop: Choosing the revalidation approach (for an example PHA and set of gathered data)

Day 2 (8:00 a.m. to 3:30 p.m.)

  • Conducting the revalidation
  • Workshop: Revalidating a PHA (multiple examples)
  • Documenting the revalidation
  • Workshop: Revalidating a PHA (multiple examples)
  • Certification examination (optional)

Bill BridgesBill Bridges will be the instructor for this course. He has trained more than 3000 PHA (HAZOP/What-if) leaders over the past 16 years of teaching this topic. And he has led over 100 unit-wide PHAs. He co-authored the definitive textbook on this topic by AIChE, Guidelines for Hazard Evaluation Procedures, 2nd edition, 1991. To find out more about this course or to check into having this course taught at your site, contact Mr. Bridges at 1.865.675.3458 or by e-mail at

Revonda TewRevonda Tew is a co-instructor for this course. She has many years of PSM implementation experience, led many PHAs, and has PHA teaching and coaching experience. Feel free to contact Mrs. Tew at