1. J.B. Speed School of Engineering University of Louisville KEEPS Energy Management Toolkit Step 3: Set Performance Goals Toolkit 3A: Set Energy Performance Goals Kentucky Energy Efficiency Program for Schools KEEPS Energy Management Toolkit Step 3 Set Performance Goals Toolkit 3 A Set Energy Performance Goals

2. KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Energy Management Toolkit Toolkit 3A: Set Energy Performance Goals 2 KEEPS Energy Management Toolkit Toolkit 3 A Set Energy Performance Goals

3. KPPC Kentucky’s Resource Center for Environmental Sustainability 3 7-Step Energy Management Process 1.Make the Commitment 2.Assess Performance and Opportunities 3.Set Performance Goals 4.Create an Action Plan 5.Implement the Action Plan 6.Evaluate Progress 7.Recognize Achievements

4. KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Performance Goals Overview Importance Characteristics Components and examples Realistic energy performance goals Exercise for developing goals and objectives 4

5. KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Performance Goals Useful Terms Vision – big picture idea of what you want to achieve Mission – general statement of how you will achieve your vision Core Values – how you will behave during the process; a statement defining the function and purpose of an organization 5

6. KPPC Kentucky’s Resource Center for Environmental Sustainability Example Vision & Mission Statements Boyd County Public Schools Vision: The Leader in Learning Mission: “…create an environment of high expectations, to engage every student in work reflecting a high achievement level and to work collaboratively with students, colleagues, families and our community to ensure student learning. This commitment guides our every decision and establishes our priorities.” 6

7. KPPC Kentucky’s Resource Center for Environmental Sustainability Getting Specific Goal – a topic-specific statement describing what the organization wants to achieve Objective – efforts intended to help reach a goal Action Plan – specific implementation plans of how you will achieve goals and objectives 7

8. KPPC Kentucky’s Resource Center for Environmental Sustainability Why Set a Goal? Helps measure achievement Establishes short-term and long-term strategies Provides long-term vision with short-term motivation 8

9. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a Goal SMART Framework Specific Measurable Achievable Relevant Time-framed 9

10. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a SMART Goal Specific Easily understandable Identifies desired results Identifies general actions to attain the results 10

11. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a SMART Goal Measurable Describes quantitative or qualitative method of measurement Identifies when the desired result will be achieved and how performance will be verified 11

12. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a SMART Goal Achievable District personnel possess the skills, knowledge, tools and/or resources needed to reach the goal Is appropriate in scope and is realistic, even with the district’s other commitments Is within the district’s control and influence Performance vs. Outcome Goals 12

13. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a SMART Goal Relevant In alignment with the mission of the district Relates to the broader objectives the district wishes to achieve 13

14. KPPC Kentucky’s Resource Center for Environmental Sustainability Characteristics of a SMART Goal Time-framed There is a specific and realistic time frame to achieve the goal May include interim steps and a plan to monitor progress May establish short and long term goals 14

15. KPPC Kentucky’s Resource Center for Environmental Sustainability Tips Use Positive Statements Do vs. Don’t Set Priorities What is most important based on set criteria Bubble-Up/Bubble-Down exercise Write Goals Down Avoids confusion & gives force Performance Goals Worksheet 15

16. KPPC Kentucky’s Resource Center for Environmental Sustainability National Energy Goal Federal Energy Management Program Facilitates federal government’s energy management practices National Energy Conservation Policy Act Energy Independence and Security Act of 2007 Reduction Goals for Federal Buildings Section 543(a)(1) sets reduction goals by fiscal year through 2015 compared to baseline of fiscal year 2003 2015% reduction goal is 30% 16

17. KPPC Kentucky’s Resource Center for Environmental Sustainability Intelligent Energy Choices for Kentucky’s Future 7 strategies Improve energy efficiency Increase use of renewable energy Sustainably grow biofuels Develop coal-to-liquids Increase natural gas and coal-to-gas production Initiate carbon capture projects Examine the use of nuclear power for electricity generation 17

18. KPPC Kentucky’s Resource Center for Environmental Sustainability Goals and Recognition KEEPS Recognition Program Toolkit 7 ENERGY STAR Leaders Program National recognition program ENERGY STAR Partners are eligible for awards at each 10% reduction in consumption across their portfolio ENERGY STAR Challenge Support a 10% reduction in buildings 18

19. KPPC Kentucky’s Resource Center for Environmental Sustainability Realistic Goal for a School District How much less can we use? Nearly one-third of energy consumed in the average U.S. school is wasted Department of Energy EnergySmart Schools Program The district committee can provide guidance on the percent reduction goal Utility tracking data, on-site energy assessments, ENERGY STAR Portfolio Manager score and recognition program criteria 19

20. KPPC Kentucky’s Resource Center for Environmental Sustainability Summary A goal provides the roadmap for the district program and allow for measuring interim progress An energy management goal describes the percent reductions a district wishes to achieve within a given time frame A SMART goal is: Specific, Measurable, Achievable, Relevant & Time-framed 20

21. KPPC Kentucky’s Resource Center for Environmental Sustainability Summary (cont.) State and national energy management programs demonstrate leadership and provide opportunities for recognition School districts might choose to have a goal that coincides with ENERGY STAR award criteria or determine their own reduction goal 21

22. KPPC Kentucky’s Resource Center for Environmental Sustainability Next Steps Review with the district Energy Team: Existing data Utility tracking and analysis Energy assessment reports Energy management policies and plans Recognition criteria KEEPS ENERGY STAR Others Toolkit 3 B : Brainstorming Energy Performance Goals 22

23. J.B. Speed School of Engineering University of Louisville End of presentation (502) 852-0965 http://www.kppc.org/KEEPS Kentucky Energy Efficiency Program for Schools KEEPS is funded by the American Recovery and Reinvestment Act through the combined efforts of the Kentucky Department for Energy Development and Independence, the U.S. Department of Energy and KPPC.