Energy Management Business Case Management Briefing Agenda

Review of project progress and results Review of energy performance Review of support systems Review of previous action items Assignment of new action items Recognize success

1eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE

Review of Project Progress and Results

This is an opportunity to check on the overall progress of the project(s) by examining the project action plan.

Consider including answers to the following questions:– Is the project on track? If not, is this a trend that needs a strategic adjustment or a

one-time occurrence?– Can this project be linked to other business initiatives?– Are the project results what were expected? Consider including simple charts and

graphs of the project milestones or expected versus actual results – Are there any systemic issues that need to be addressed, looking across all projects

past and current?– Are there any insights from the project that will be useful for future planning?

Simple charts and graphs of the project milestones and expected versus actual results are useful

2eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE

Review of Energy Performance

This is an opportunity to show how the project(s) that is underway relates to overall energy performance.

Consider presenting summary graphs of energy consumption over time, providing top management with an opportunity to understand how the project fits into the overall energy picture.

This is a time to discuss long-term goals for energy performance and to check to determine if project energy savings are being sustained

3eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE

Review of Support Systems

Equally important to the actual project progress, results, and energy performance, is to check to see how the related support systems are working.

Key support systems include energy data tracking, controls (e.g., operational, purchasing, etc.), documentation, training, roles and responsibilities, and communication.

Attention to support systems helps to maintain energy savings

4eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE

Review of Previous Action Items

It’s important to be accountable to previously assigned action items.

Address previous action item progress, providing justification for any action items still not completed

5eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE

Recognize Success

Present a compilation of successes and key staff that were instrumental

6eGuide Level 1, Step 5.1 Management Briefing Template© 2014 GTRC and US DOE