Smart Meter Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Smart Meter 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Smart Meter improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Is there a minimum threshold of technical capability of advanced meters that should be met in order to get cost recovery through the surcharge mechanism?

  2. When opt-out provisions are allowed, does the number of customers who opt out tend to grow over time, or does it level off at a small percentage?

  3. What policy amendments or new initiatives do you consider will be required to ensure that the consumer benefits of smart metering are sustained?

  4. How do utility companies currently protect data privacy and how well do policies and practices correspond to the privacy concerns of consumers?

  5. Is any additional work needed to explore the role of third parties in helping customers to access and assess demand-side response offerings?

  6. How do you ensure that commercial confidentiality is respected when working with multiple innovation partners or commercial customers?

  7. Do the costs associated with investment in security expertise to prevent substantial privacy breaches drown out the supposed benefits?

  8. Are there any additional key challenges associated with customer awareness and access to opportunities around demand-side response?

  9. Do the indirect benefits associated with increased business investment outweigh the costs to implement the standard data platform?

  10. Do you agree that signals to customers need to improve in order for customers to realise the full value of demand-side response?


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 Smart Meter book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Closing Process Group: How dependent is the Smart Meter project on other Smart Meter projects or work efforts?

  2. Risk Audit: What limitations do auditors face in effectively applying risk-assessment results to the risk of material misstatement measures?

  3. Activity Duration Estimates: What are the Smart Meter project management deliverables of each process group?

  4. Activity Duration Estimates: Research risk management software. Are many products available?

  5. Variance Analysis: Are records maintained to show how undistributed budgets are controlled?

  6. Process Improvement Plan: The motive is determined by asking, Why do you want to achieve this goal?

  7. Activity List: Is there anything planned that does not need to be here?

  8. Procurement Audit: Is there a policy on making purchases locally where possible?

  9. Procurement Management Plan: Are stakeholders aware and supportive of the principles and practices of modern software estimation?

  10. Activity Cost Estimates: What were things that you did very well and want to do the same again on the next Smart Meter project?

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

1.0 Initiating Process Group:

  • 1.1 Smart Meter project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Smart Meter project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Smart Meter 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 Smart Meter 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 Smart Meter 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 Smart Meter 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 Smart Meter project with this in-depth Smart Meter Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Smart Meter 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 Smart Meter 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 Smart Meter investments work better.

This Smart Meter 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.