Facilities Energy Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Facilities Energy Management 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 Facilities Energy Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do sustainability goals, specifically around energy and emissions management, impact asset intensive companies and what are the strategies needed to achieve the already stated goals?

  2. Does the builder incorporate sustainable practices into the operation/administration of business Ð specifically, how has energy efficiency been incorporated into day-to-day operations?

  3. Does the metering service provider self registering systems verify that the correct number of data streams exist to capture all the energy passing through the metering installation?

  4. How do you slot things so that management has enough time and energy left over to focus on what really matters and that is building your organization for the long term?

  5. What steps have been taken to ensure the building operates/performs at the energy efficiency design intent and what was the role of each responsible party?

  6. How much time and energy has the prospective vendor spent in understanding and defining the unique requirements of your quality management operations?

  7. Has integration of energy awareness, conservation and efficiency practices into the operation of the facility and visitor experience been considered?

  8. How were all parties in the building process (consultants, builder, sub-contractor, client etc) supported in delivering energy efficiency outcomes?

  9. How great a barrier is lack of information about energy efficiency opportunities to undertaking building energy upgrades and/or re-commissioning?

  10. How great a barrier is whether you know where to find contractors/professionals to assess and implement energy upgrades and/or re-commissioning?


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 Facilities Energy Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Facilities Energy Management 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 Facilities Energy Management Self-Assessment and Scorecard you will develop a clear picture of which Facilities Energy Management 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 Facilities Energy Management 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 Facilities Energy Management projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Risk Audit: If applicable; which route/packaging option do you choose for transport of hazmat material?

  2. Quality Management Plan: What procedures are used to determine if you use, and the number of split, replicate or duplicate samples taken at a site?

  3. Cost Baseline: Have the lessons learned been filed with the Facilities Energy Management project Management Office?

  4. Procurement Management Plan: Is the current scope of the Facilities Energy Management project substantially different than that originally defined?

  5. Assumption and Constraint Log: Has the approach and development strategy of the Facilities Energy Management project been defined, documented and accepted by the appropriate stakeholders?

  6. Team Directory: Decisions: is the most suitable form of contract being used?

  7. Procurement Audit: Is there a record maintained of the procedures followed in the opening of tenders together with the reasons for the acceptance or rejection of tenders received?

  8. Risk Audit: Does your board meet regularly and document all decisions and actions?

  9. Cost Baseline: Have the resources used by the Facilities Energy Management project been reassigned to other units or Facilities Energy Management projects?

  10. Quality Metrics: Which data do others need in one place to target areas of improvement?

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

1.0 Initiating Process Group:

  • 1.1 Facilities Energy Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Facilities Energy Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Facilities Energy Management 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 Facilities Energy Management 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 Facilities Energy Management 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 Facilities Energy Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Facilities Energy Management 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 Facilities Energy Management 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 Facilities Energy Management investments work better.

This Facilities Energy Management 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.