Summary:

The Technical Procedures Writing course provides participants with the knowledge and skills needed to develop clear, accurate, and consistent technical procedures used in refineries and petrochemical facilities. Technical procedures are essential tools for ensuring that critical tasks are performed correctly and safely by qualified users. This course teaches participants how to structure and write procedures that are easy to follow, minimize human error, and promote efficiency during field and control room operations.

Through a combination of theory, practical exercises, and guided examples, learners will develop the ability to apply correct grammar, structure, and formatting techniques to produce procedures that meet standards. By the end of the course, participants will be able to:

• Write procedures using clear, imperative language and consistent verb forms.
• Apply standardized formats, including document information, preparation, and execution sections.
• Determine the proper level of detail using C-Factors (Cognitive Level, Criticality, Complexity, Consequences, and Constancy).
• Use conditional, concurrent, and reversed step structures to improve safety and clarity.
• Incorporate proper use of Cautions, Warnings, and Notes for hazard communication.
• Ensure consistency in terminology, style, and formatting across all procedures.

Outline: 

• Module 1 – Introduction to Technical Procedures
• Module 2 – Basic Procedure Steps
• Module 3 – Action Verbs and Verb Selection
• Module 4 – Number and Form of Action Verbs
• Module 5 – Adverbs
• Module 6 – Level of Detail
• Module 7 – Reversed Step Structure
• Module 8 – Conditional and Concurrent Steps
• Module 9 – Numbered and Bulleted Lists
• Module 10 – Referencing and Branching
• Module 11 – Informational Statements
• Module 12 – Course Review and Reflection

Who Should Attend: 

This course is ideal for procedure developers, reviewers, technical writers, and trainers responsible for ensuring that operational documentation meets the highest standards of clarity, safety, and usability.

Instructor: 

Ida Soto has over 15 years of experience in process improvement and technical training with Big 5 Consulting companies as well as mid-sized and small firms. Ida has Project Management experience with multi-million dollar projects focused on maintaining product quality and integrity, budgetary, and scheduling constraints while incorporating continuous improvement measures. She is a skilled translator of English and Spanish. Ida holds a BS in Chemical Engineering from University of Puerto Rico and an MS in Chemical Engineering from University of Houston.

Venue & Logistics: 

Hotel Booking Link: Coming soon

*Please note this link expires two weeks before the start of the course. Please notify training@becht.com for any issues with the booking link.

Location:  15700 John F Kennedy Blvd, Houston, TX 77032

• Phone:  +12814425100
• Hotel Website
• Parking available on-site - free for all training attendees

For more information on training logistics, see the linked Attendee Info Sheet.