BHA Design and Drilling Performance Course

Design, assess, and assure bottom-hole assemblies for directional control, mechanical integrity, and drilling performance.
BHA Design and Drilling Performance Course

At a glance

Duration
1 Week
Format
Classroom
Cities
Rome, Phuket, Baku, Kuala Lumpur, Porto, Marbella and more
Next session
9 – 13 November 2026, Rome
Average fee
7,500 €

Overview

Advanced BHA Design and Drilling Performance Training Course is a one-week course for drilling and directional functions who leave with a BHA Design and Drilling Performance Assurance File. Participants apply bottom-hole assembly design, drillstring mechanics, directional response analysis, drilling dysfunction diagnosis, and performance assurance to well-section constraints. The course connects component choices with loads, steering behavior, hole quality, reliability, and operational evidence. Agile Leaders Training Center presents BHA design and drilling performance.

Who Should Attend

  • Drilling engineering functions responsible for well-section planning, operating envelopes, and assembly approval
  • Directional drilling functions responsible for steering response, trajectory delivery, and tool configuration
  • Drillstring engineering functions responsible for loads, stiffness, connections, fatigue, and mechanical limits
  • MWD and LWD functions responsible for measurement placement, data quality, and downhole diagnostics
  • Drilling supervision functions responsible for execution monitoring, dysfunction response, and post-run review
  • Technical assurance functions responsible for design challenge, evidence traceability, and reliability decisions

The course assumes participants can interpret drilling plans and operational data, and it leaves out introductory drilling technology, drilling fluids design, casing design, well control, coiled tubing, and general safety management.

Departments and Industries

The course supports departments and industries that design, operate, or assure complex drilling assemblies.

  • Oil and gas drilling, well engineering, and directional services
  • Geothermal well construction and subsurface energy projects
  • Drilling tools, MWD, LWD, and rotary steerable technology services
  • Technical assurance, performance engineering, and reliability
  • Research, testing, and drilling equipment development

Learning Objectives

By the end of this course, participants will be able to:

  • Build BHA requirements from well-section objectives and constraints
  • Compare bit, stabilizer, motor, and rotary steerable configurations
  • Analyze torque, drag, buckling, connection, and fatigue limits
  • Diagnose vibration, steering, hole-cleaning, and hole-quality dysfunctions
  • Use monitoring evidence to prioritize operational responses
  • Evaluate post-run performance and prepare design assurance records

Course Agenda

Day 1: Define BHA Design Inputs

  • Well-Section Objective and Constraint Sheet
  • Bit and BHA Interaction Selection Matrix
  • BHA Component Function and Compatibility Register
  • Drill Collar and Heavyweight Drill Pipe Stiffness Calculation
  • Connection, Outside-Diameter, and Tool Compatibility Checklist

Day 2: Design Directional Response

  • Slick, Pendulum, and Packed Assembly Comparison
  • Stabilizer Placement and Gauge Design Method
  • Motor Bend and Adjustable Kick-Off Response Model
  • Rotary Steerable System Selection Matrix
  • Build, Hold, and Drop Tendency Prediction Sheet

Day 3: Analyze Mechanics and Dysfunctions

  • Torque-and-Drag Input and Friction Calibration Model
  • Neutral-Point and Buckling Limit Calculation
  • Tension, Torsion, Connection, and Fatigue Envelope
  • Stick-Slip, Whirl, and Axial Vibration Diagnostic Tree
  • Hydraulics and Hole-Cleaning Interface Review

Day 4: Assure Operations and Reliability

  • MWD, LWD, Jar, and Tool Placement Diagram
  • BHA Failure Mode and Reliability Register
  • Real-Time Drilling Parameter Threshold Board
  • Dysfunction Response and Contingency BHA Plan
  • Post-Run Tool Evidence and Performance Review

Day 5: Practice BHA Design Assurance

  • Suggested Exercise: Audit Well-Section Design Inputs
  • Suggested Exercise: Compare Motor and Rotary Steerable Assemblies
  • Suggested Exercise: Diagnose Mechanical and Vibration Evidence
  • Suggested Exercise: Challenge Reliability and Monitoring Controls
  • Capstone Exercise: Complete the BHA Design and Drilling Performance Assurance File

Practical Exercises

The course uses suggested activities to connect assembly calculations, directional behavior, operational evidence, and assurance decisions.

  • Suggested activity: convert a directional well section into traceable BHA requirements and component constraints.
  • Suggested activity: compare stabilizer, motor, and rotary steerable configurations against build tendency and hole quality.
  • Suggested activity: diagnose torque, drag, buckling, vibration, and hole-cleaning evidence from a drilling case.
  • Suggested activity: review post-run evidence and recommend the next assembly with documented assumptions.

FAQs

Who suits advanced BHA design and drilling performance training, and what does it assume?

Advanced BHA design training suits drilling engineers, directional specialists, well planners, drillstring functions, supervisors, MWD and LWD personnel, and assurance reviewers. It assumes working ability with drilling plans, trajectory requirements, tool data, and operating parameters.

How does advanced BHA design differ from introductory drilling technology?

Advanced BHA design evaluates component interaction, directional response, mechanical limits, dysfunctions, reliability, and assurance evidence. Introductory drilling technology explains general rig systems, operations, terminology, and well construction at a broader foundation level.

How are stabilizers and drilling motors selected in BHA design?

Stabilizers and drilling motors are selected against hole size, inclination, planned dogleg, formation response, bit behavior, side loading, tool limits, hole quality, and expected operating parameters, with assumptions recorded for review.

What drilling dysfunctions should a BHA performance review diagnose?

A BHA performance review should diagnose stick-slip, whirl, axial vibration, excessive torque and drag, buckling, poor weight transfer, steering inconsistency, tool failures, hole-cleaning interactions, and degraded hole quality using surface, downhole, and post-run evidence.

Conclusion

Participants take back a BHA Design and Drilling Performance Assurance File linking objectives, component choices, mechanical limits, directional response, dysfunction controls, monitoring thresholds, and post-run evidence. It changes isolated tool choices into a traceable design decision. The file supports design review, execution monitoring, and continuous performance improvement.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Istanbul Istanbul Week 08, 2027
22 – 26 February 2027
1 Week Onsite €6,000
Berlin Berlin Week 09, 2027
1 – 5 March 2027
1 Week Onsite €6,500
Toronto Toronto Week 10, 2027
14 – 18 March 2027
1 Week Onsite €16,000
Zoom Zoom Week 11, 2027
15 – 19 March 2027
1 Week Online €3,000
Abu Dhabi Abu Dhabi Week 12, 2027
22 – 26 March 2027
1 Week Onsite €6,500
Nairobi Nairobi Week 12, 2027
28 March – 1 April 2027
1 Week Onsite €6,000
Vienna Vienna Week 14, 2027
5 – 9 April 2027
1 Week Onsite €7,500
Dubai Dubai Week 15, 2027
12 – 16 April 2027
1 Week Onsite €6,500
Lisbon Lisbon Week 15, 2027
12 – 16 April 2027
1 Week Onsite €6,500
Seoul Seoul Week 16, 2027
19 – 23 April 2027
1 Week Onsite €12,000
London London Week 17, 2027
26 – 30 April 2027
1 Week Onsite €6,500
Montreux Montreux Week 17, 2027
26 – 30 April 2027
1 Week Onsite €8,000
Barcelona Barcelona Week 21, 2027
24 – 28 May 2027
1 Week Onsite €6,500
Nice Nice Week 21, 2027
24 – 28 May 2027
1 Week Onsite €8,000
Bali Bali Week 21, 2027
30 May – 3 June 2027
1 Week Onsite €6,500
Manama Manama Week 22, 2027
6 – 10 June 2027
1 Week Onsite €6,500
New York New York Week 23, 2027
7 – 11 June 2027
1 Week Onsite €16,000
Munich Munich Week 24, 2027
14 – 18 June 2027
1 Week Onsite €6,500
Muscat Muscat Week 24, 2027
20 – 24 June 2027
1 Week Onsite €6,500
Prague Prague Week 25, 2027
21 – 25 June 2027
1 Week Onsite €7,500

Frequently asked questions

What does this course cover?

OverviewAdvanced BHA Design and Drilling Performance Training Course is a one-week course for drilling and directional functions who leave with a BHA Design and Drilling Performance Assurance File. Participants apply bottom-hole assembly design, drillstring mechanics, directional response analysis, drilling dysfunction diagnosis, and performance assurance…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

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