Introduction to Managerial Judgment,
Decision-Making and Risk Analysis

 

 

 

 

The Need for This Course

As the petroleum industry migrates from its relatively safe havens into more turbulent frontier environments, significant challenges await decision makers in all disciplines. The increasingly expensive and uncertain investments, with highly uncertain risks inherent in revenues and tax regimes, which may never cover the hundreds of millions and even billions of dollars in costs, raises an ominous cloud over our industries future profitability.

Uncertainty is a part of every decision we face in our industry (and in life in general). Ignoring, or hiding from, uncertainty does not remove it. However, as will be extensively discussed and illustrated in this course, uncertainty is not necessarily a negative to be avoided. The challenge for decision-makers is not to eliminate all uncertainties, but to anticipate - and prepare for the consequences, positive and negative, of uncertainty. To do that, we must acknowledge uncertainty: uncover it, recognize it, understand it, and deal with it in an unbiased way. Most courses on decision-making emphasize that as the likelihood of a project's success is evaluated, the risks of failure must also be assessed. Very few of these courses consider the numerous ways we might capitalize upon uncertainty, turning it into a competitive advantage.

 

This course will illustrate how to accurately capture the important uncertainty elements around, for example:

•         oil-in-place and reserves;

•         production rates;

•         time to first oil;

•         drilling times and down times; and

•         economic metrics.

 

The participant will learn how to calculate the value of, for example:

•         taking a core, drilling another appraisal well, or reprocessing seismic;

•         constructing a larger platform for additional wells to capture the upside oil in place potential;

•         initiate a consulting study;

•         initiate a research project to enhance, drill-bit technology; and

•         stimulate a well, performing workovers, or buying and/or upgrading modeling and processing software.

 

We will also show how to calculate the appropriate balance between:

•         cost and benefit;

•         risk and return;

•         value of acquiring information to reduce uncertainty versus building in flexibility to manage the impact of uncertainty; and

•         capital allocation between infill wells, side-tracks and workovers (or, in general, different programs).

 

Other decision-making challenges and questions that will be discussed include:

•         how do I optimize a decision given multiple and sometimes competing objectives;

•         how can I recognize a good decision;

•         what are the right questions to ask to ensure unbiased estimates that capture the true range of uncertainties;

•         how can I avoid common psychological and behavioral traps in uncertainty characterization, valuation and decision-making

 

Intended Audience

A broad audience including petroleum engineers (surface and sub-surface), geoscientists, managers and decision-makers. Petroleum industry professionals looking for an introduction to the field. It is primarily a course to introduce modern decision-science tools to the uninitiated but it can also be used as a review for the practicing decision-making engineer or geoscientist.

 

The Underlying Philosophy

A defining characteristics of this course is the upside opportunity aspects of uncertainty. It is in the intelligence-gathering stage that we as decision-makers seek to overcome uncertainty. We often hope that more information will at least reduce, if not eliminate, the discomforting uncertainty. The intent seems logical, and, in part, it is. Many of us were trained to manage just that way. We learned to work toward single numbers for all important parameters such as reserves, production, oil price, etc.. When statistics and probability gained momentum in the oil & gas industry they were often viewed as tools and means for reducing and, ideally, eliminating uncertainty. At the corporate management level we learned that distilling past performance and future prospects to a set of numbers was crucial. Vague projections and expressions of doubt were signs of analytic weakness, so, faced with uncertainty, many of us ask for more facts, believing (with some justification) that more information will let us pinpoint which of the various options will succeed. We demanded precise forecasts - and ignored all the uncertainty embedded in them. We felt justifiably annoyed at colleagues who offered only loose estimates and wishy-washy "on the one hand, … but on the other hand" or “it depends” analyses.

Unfortunately, in a world characterized by increased technical and commercial complexities, and increasing levels of uncertainties we are dealing not so much with trends as with surprises. Numerical precision offers only a false sense of certainty. Even if real certainty were possible (and in our industry, it's not), the cost of obtaining it is unacceptably high. What do we as decision-makers do?

This course take the approach that uncertainty must be reduced as far as it makes sense for any given situation, then it must be managed. Managing uncertainty doesn't mean accepting vague projections, making wishy-washy recommendations, or abandoning planning. It does, however, mean redefining rigor. In the uncertain world of oil & gas exploration & production, rigor is not found in precise single-point predictions, but rather in precisely defined uncertainty estimates. It is not obtained by selecting the one right prediction for the future, but through a rigorous process that will enable us to anticipate and prepare for multiple futures.

The course will illustrate how to appropriately characterize uncertainty but will also show how to mitigate the downside risks and capture the upside potential. Indeed, it is the decision-makers most skilled in eliciting, assessing, characterizing, valuing and managing uncertainty who will make the best decision and create competitive advantage.

 

 

Course Content

•            Decision-making Process

•            Objective hierarchies

•            Framing and influence diagrams

•            Multi-Objective Decision Making

•            Review of basic probability and statistics concepts and techniques

•            Review of project economic evaluation

•            Decision Criteria

•            Decision Trees

•            Value of Information

•            Monte Carlo Simulation

•            Sensitivity and Risk Analysis

•            Scenario assessments.

•            Preference theory

•            Psychological and judgmental aspects of decision-making