Making the Case for Energy Management Projects

Although the benefits of and justification for energy management (EM) may seem obvious to some, this is often not the case for many of our clients and colleagues. Being able to articulate and present both the energy and non-energy benefits of a project or retrofit – from operational cost savings, to conservation, to reduced equipment maintenance – is key to selling EM projects.

This one-day training program is designed as a hands-on workshop during which participants take part in several innovative exercises. The course introduces participants to concepts in communication and financial analysis. After participants prepare their own short proposals, the day concludes with an analysis of one of the participants’ own proposals.      

The Making the Case program provides participants with techniques, tools, and hands-on experience with building the business case for an EM investment, whether the participant’s role is internal (securing buy-in from support staff or decision-makers) or external (selling an EM project to a customer).​

Key Learning Objectives

Upon completion of this hands-on workshop, participants will be able to:

• Determine how best to present EM-related information to every kind of stakeholder.
• Better present the added value of EM projects or services.
• Discern both the energy and non-energy benefits of a project or program.
• Understand the various financial analysis terms and ratios, such as:
  • Internal rate of return
  •  Simple payback
  • Net present value and others
• Prepare a project financial analysis using a simple spreadsheet and/or RETScreen Expert.
• Develop and present complete, effective short proposals for EM projects using the One-page Proposal methodology

   

Audience

This course is relevant to all those involved in securing buy-in for EM projects, retrofits, or programs across the commercial, industrial, residential, and institutional sectors.