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Management of Change – Technology and Facilities (MOC-T&F)

management of change process

Course Overview

The goal of this course is to develop an understanding of when a Management of Change (MOC) process must be initiated and the steps to document and approve the change. Through examples and case studies, participants will gain a deeper knowledge of how to answer the two key questions: How does the change resonate throughout the system? Does it need a hazards analysis?


The Management of Change – Technology and Facilities course is designed for operations, engineering, technology and maintenance managers; technical, operations and maintenance engineers; frontline supervisors; Management of Change – Technology and Facilities (MOC-T&F) element leaders and team members; and site Process Safety Management (PSM) committee leaders and team members. The participants and facilitator need to have operations and maintenance expertise.

Learning Objectives

In order to accelerate skill development, this course features a problem-based learning approach that provides a collaborative jobfocused experience. Participants will apply procedural requirements to managing changes, identify changes that must go through the MOC process, demonstrate proper decisionmaking within the MOC process, and collaboratively build a personal compilation of recommendations to apply on the job.

Length: 1-day course

  • PSM 101: PSM Overview
  • Prior exposure to operations, maintenance, projects

Module 1:

Identifying When an MOC is Required
This module gives participants a look at what constitutes a change and when MOC is required.

Module 2:

Participants will examine the decision criteria at key points in the MOC process.

Based on our experience, we recommend that companies do the following on an organizational level:

management of change process diagram

Results and Path Forward

After completing this course, participants should compile a list of action items based on their learning to apply back on the job. This starts with writing new or upgrading existing MOC-T&F procedures. To build competency at the individual level, the participant should identify a coach, apply the updated MOC-T&F procedures to two major changes in their area, and get assessed on the competency requirements for applying MOC.

It is recommended that participants go through an e-learning refresher course once a year and instructor-led refresher training once every three years.

Call 1-800-828-8190 to speak with an account representative.