J.B. Speed School of Engineering University of Louisville KEEPS Energy Management Toolkit Step 4: Create an Action Plan Toolkit 4: Create an Energy Management Action Plan Facilitator Orientation Kentucky Energy Efficiency Program for Schools KEEPS Energy Management Toolkit Step 4 Create an Action Plan Toolkit 4 Create an Energy Management Action Plan Facilitator Orientation

KPPC Kentucky’s Resource Center for Environmental Sustainability 2 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

KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Energy Management Toolkit Toolkit 4: Create an Energy Management Action Plan Facilitator Orientation 3 KEEPS Energy Management Toolkit Toolkit 4 Create an Energy Management Action Plan Facilitator Orientation

KPPC Kentucky’s Resource Center for Environmental Sustainability 4 Energy Management Action Plan Overview Importance Components How to Create an Energy Management Action Plan

KPPC Kentucky’s Resource Center for Environmental Sustainability 5 Energy Management Action Plan Useful Terms Baseline – starting point for evaluating energy management efforts Benchmark – standard, or set of standards, used as a point of reference for evaluating a building’s energy performance Goal – topic-specific statement describing what the organization wants to achieve

KPPC Kentucky’s Resource Center for Environmental Sustainability 6 Energy Management Action Plan Useful Terms (cont.) 2 SMART Goal – Specific, Measurable, Achievable, Relevant and Time-framed Objective – target or effort intended to help reach a goal Plan – comprehensive guide/process to implement energy management measures

KPPC Kentucky’s Resource Center for Environmental Sustainability 7 Energy Management Action Plan Useful Terms (cont.) 3 Policy – passed by the school board, the foundation for integrating energy management into a school’s culture and operations Action or Project – specific activity to accomplish an objective

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Prep and Instructions Audience Energy Team and District Energy Manager Set-up Review supplemental materials Time Prep: 60 to 90 minutes Presentation: 90 to 120 minutes 8

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Toolkit Materials KEEPS Model Energy Management Action Plan and Supporting Materials District Energy Management Policy District Communications Plan District Facility Baseline Worksheet KEEPS Energy Management Projects and Actions Worksheet District Energy Conservation Checklists and/or sample KEEPS Shutdown Checklists 9

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Toolkit Materials (cont.) 2 KEEPS Energy Management Action Plan Template Sample Energy Management Action Plan(s) Brainwriting Worksheet (Projects/Actions) Pen or pencil for each participant Handouts of presentation (optional) 10

KPPC Kentucky’s Resource Center for Environmental Sustainability 11 Energy Management Action Plan Toolkit Materials (cont.) 3 Facilitator Instructions for Brainstorming Facilitator Instructions for Brainwriting Whiteboard or easel pad and markers Post-it notepads Computer and projector for presentation

KPPC Kentucky’s Resource Center for Environmental Sustainability 12 Resources Available for download from the KEEPS Toolkit Library