Overview

Although the benefits of and justification for energy efficiency (EE) 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 EE 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 proposal, 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 EE investment, whether the participant’s role is internal (securing buy-in from support staff or decision makers) or external (selling an EE project to a customer).​

 

 

Key Learning Objectives

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

  • Determine how best to present EE related information to every kind of stakeholder.
  • Better present the added value of EE 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 EE projects using the One-page Proposal methodology

 

Audience

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

Location

CIET Virtual Real-Time Classroom training

This training will be offered virtually through Microsoft Teams. Upon enrollment, you will receive the information you will need to enjoy a great training experience.

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Virtual Real-Time Classroom - CST Time
MS Teams
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Phone:
Fax:

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Agenda

CIET’s Pan-Canadian Virtual Course Schedule

Other time zones

Agenda

Starting With What We Know

Success Interview

Communicating Our Value

Dinner Table Conversation​

Securing Interest

Elevator Pitch​

Financial Analysis

Activity in Excel​

Making Your Pitch

One-Page Proposal​

Trainers

Stephen Dixon CIET Canada, headshot
Stephen Dixon
B.Sc., M.A.Sc.

Stephen Dixon is a freelance energy consultant. As Principal of TdS Dixon Inc., of St. Jacobs, Ontario, he brings a practical, hands-on approach to the challenge of developing the energy management capacities of a broad range of institutional, commercial, and industrial organizations. Stephen has accumulated more than 35 years of energy management experience, including more than 800 energy assessments and the facilitation of over 1,700 energy management workshops. Stephen holds an M.A.Sc. in Systems Design Engineering from the University of Waterloo and a B.Sc. in Physics from UPEI.

Stephen’s extensive experience with RETScreen began with his significant contributions to the design and development of RETScreen’s energy efficiency models in RETScreen v4.  Subsequently, Stephen’s popular Monitoring Targeting & Reporting Tool featuring simple regression and CUUSM functions inspired and informed the development of the  RETScreen Plus Performance Analysis tools.  Finally, Stephen provided technical support to the development of RETScreen’s newest version RETScreen Expert.  Stephen has successfully delivered over 25 RETScreen training sessions and incorporated RETScreen training into more than 100 energy management training workshops.

Olivier Cappon, headshot
Olivier Cappon

Olivier Cappon is Senior Director with the Canadian Institute for Energy Training (CIET) - which trains over 2,000 participants a year across Canada and internationally through a mix of public, private and customized training sessions. Olivier’s experience with Energy Efficiency first came from his years of work with the Canadian Standards Association (CSA Group), where he was responsible for the proliferation of several Energy and GHG-related standards and codes.

Olivier has worked in the Sustainability and Energy Industry for over thirteen years, accruing expertise in key areas of professional and organisational capacity-building, such as designing learning frameworks and outcomes, review course design and content, learning paths, and setting core competencies. He has also accrued important experiences on the pragmatic side of training as an instructor and presenter on several topics related to the overarching themes in Energy Efficiency.

The course includes...

  • PDF copy of course material that you will receive in the week prior to the start of the training program.

Policies

Click here, to see our course postponement and cancellation policy

Send us your question

Send us an email and we will respond as soon as possible.

This is to inform you that the course date is too close to be able to ship hard copies of the material to you on time. If you are willing to use the material in secured PDF, receive the material later (likely after the course) and pay upon registration, please click OK to continue the registration process. Please note that the shipping process will start only when the course fees are paid in full and delays are to be expected. Many thanks!