Energy Efficiency Toolkit

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Initially, onsite concentrated on small cogeneration projects and later expanded into a full service energy service organization with an emphasis on Energy Efficiency and distributed generation for commercial and industrial customers.

More Uses of the Energy Efficiency Toolkit:

  • Develop and review high quality written products, as reports that summarize stakeholder compliance with program requirements and synthesize large sets of data.

  • Support various teams across your organization to develop the Business Case for sustainability initiatives and provide implementation support.

  • Develop systems and procedures for the assigned program area to enable the Energy Efficiency and renewable energy program to effectively and efficiently meet statutory requirements and Departmental goals and objectives.

  • Identify: slipstream create, tests, implements, and scales the next generation of solutions that move you farther, faster toward a clean energy economy.

  • Assure your venture complies; analysis of techniques to speed adoption of advanced Energy Efficiency and renewable energy technology through standardized Energy Management System adoption.

  • Be accountable for engaging with clients at industrial locations to fully understand equipment and operations, and to identify opportunities for Energy Efficiency.

  • Engage with clients at industrial locations to fully understand equipment and operations and to identify opportunities for Energy Efficiency.

  • Be accountable for mentoring and coach industrial customers on Energy Efficiency best practices as developing energy teams, defining Performance Metrics, and establishing a culture of Energy Efficiency.

  • Manage work with Facility management and corporate Environment and Sustainability Group to implement facility environment and sustainability programs, as recycling and Energy Efficiency projects.

  • Head: conduct energy audits of industrial processes and commercial operations at existing facilities and evaluate and recommend Energy Efficiency improvements.

  • Support implementation of newest technologies aimed at improving Energy Efficiency and consumption, environmental impact, and conceptualize Cost Savings opportunities.

  • Be accountable for contributing to organization growth and Business Development through creating and improving communications products and supporting business capture strategies.

  • Manage and oversee the technical and programmatic implementation of complex energy services programs, requiring coordination with the Energy Services team and other interdepartmental stakeholders.

  • Confirm your organization complies; its intelligent solutions make power more competitive by improving the Energy Efficiency, productivity and reliability of almost any operation.

  • Oversee Energy Efficiency projects, load management programs, employee energy education and training programs, and the building monitoring program.

  • Be accountable for creating account plans working closely with Sales to map out strategic priorities, decision makers/budget owners and renewal action plans to ensure you retain and grow your partner accounts.

  • Initiate: influence and develop policy, formulate and negotiate positions, drive toward consensus solutions, leverage industry resources, and optimize use of evaluation resources.

  • Pilot: investment in partnership with management that establishes a strategic platform for the deployment of additional capital through follow on investments to facilitate profitable organic growth and M And A activity.

  • Systematize: proactively identify and evaluate opportunities for improving sustainability increasing Energy Efficiency and Reducing Costs and consumption, with technology driven solutions, especially.

  • Determine a probable time line, identify and provide commitment to customers regarding resource availability and organization installation dates utilizing scheduling tools.

  • Identify: interface with clients, leading project considerations on sustainability and present your own high performance design work with clarity and conviction.

  • Provide key Technical Design input parameters to architectural, mechanical, electrical and lighting designs for the development of design and construction documentation to achieve performance benchmarks.

  • Manage: program scope reporting and Goal setting, client and account management interaction, review work quality, oversee timelines, address system functionality, and drive Process Improvements.

  • Direct: management of various a and e organizations on design and applications of new systems to ensure cost efficiency, Energy Efficiency, and reliability are paramount.

  • Convene experts from different areas of work to identify synergies across projects, establish strategic offers and develop processes to fortify communication and collaboration across areas.

  • Coordinate with Energy Efficiency Program Management to provide oversight and direction to activity tracking and other administrative and program functions.

  • Steer: work closely with facility managers, facility and Manufacturing Engineers, contractors, suppliers, and energy engineers to encourage Energy Efficiency practices in facilities.

  • Systematize: you are an expert in Energy Efficiency, demand response, or distributed energy resource portfolio strategy; post measure development; or program design, implementation, and evaluation.

  • Ensure you transform; lead delivery of high performance design analysis and project design advice of a high technical standard, integrated across architecture and building systems.

  • Be accountable for acting as a policy liaison for items related to Energy Efficiency, renewable energy, mitigating carbon emissions, water conservation, and material management efforts.


Save time, empower your teams and effectively upgrade your processes with access to this practical Energy Efficiency Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Energy Efficiency related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Energy Efficiency specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Energy Efficiency Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Energy Efficiency improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you measure success?

  2. Do you need to do a usability evaluation?

  3. What methods do you use to gather Energy Efficiency data?

  4. Is pre-qualification of suppliers carried out?

  5. At what cost?

  6. How do you accomplish your long range Energy Efficiency goals?

  7. Why are you doing Energy Efficiency and what is the scope?

  8. What are the gaps in your knowledge and experience?

  9. Why do the measurements/indicators matter?

  10. Who approved the Energy Efficiency scope?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Energy Efficiency book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Energy Efficiency self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Energy Efficiency Self-Assessment and Scorecard you will develop a clear picture of which Energy Efficiency areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Energy Efficiency Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Energy Efficiency projects with the 62 implementation resources:

  • 62 step-by-step Energy Efficiency Project Management Form Templates covering over 1500 Energy Efficiency project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Energy Efficiency project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Energy Efficiency project team have enough people to execute the Energy Efficiency project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Energy Efficiency project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Energy Efficiency Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Energy Efficiency project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Energy Efficiency project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Energy Efficiency project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Energy Efficiency project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Energy Efficiency project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Energy Efficiency project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Energy Efficiency project with this in-depth Energy Efficiency Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Energy Efficiency projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Energy Efficiency and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Energy Efficiency investments work better.

This Energy Efficiency All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.