Continuous Energy Improvement (CEI) Program

May 5, 2014

Date:

9:00 a.m. – 11:00 a.m.

Time:

Audience:

Presenter:

Auralia Lundquist

School District Cohort

StrategicEnergy Group

The way a team plays as a whole determines its success. You may have the greatest bunch of individual stars

in the world, but if they don't play together, the club won't be worth a

dime.- Babe Ruth

Agenda

• Introductions

• Review Energy Scope & Policy

• Discuss Energy Teams

• Creation

• Effective Meetings

• Review Next Steps

• Roundtable

Attendance 

  

 

        

    

 

  

Logistics

• Ensure your Audio Pin is entered

• Please ensure your phone is muted

• Reimbursement Schedule

• MT&R Session – July 8th

Objectives

• Understand components of effective Energy Policy

• Understand Characteristic of Functional Teams

• Understand Importance of and Begin Team Charter

• Realize Team Effective Meeting Strategies

• Review Next Steps

Scope & Policy

1. Review Scope

2. Review Policy

3. Discussion

• Define boundaries and expectations of senior leadership

• Determine how success will be evaluated

• Recognize barriers to success

• Identify implementation protocols

Project Scope

Scope Discussion

• Shows sponsorship and commitment

• Signed commitment

• Reviewed annually

• Communication to employees

Energy Policy

MissionAs a part of our commitment to continuously improve our performance and control production costs, we will improve energy management within our organization and work towards best practice where cost-effective.

ResourcesTo achieve this, we will:

• Establish energy efficiency goals and objectives;

• Use our Energy Management Process to support our overall productivity goals;

Specific Energy Efficiency Goals• Reduce electricity use by X%, natural gas use by X%, and overall water

costs by X% in first 12 months.

• Reduce consumption of BTU/Unit product by X within the next 3 years.

Energy Policy

Energy Policy

Energy Policy

Have you decided what path you want to take for implementing a policy?

- Southern Lehigh

- Mechanicsburg

What is a Team

NOBODY DID ITThere is a story about four people named Everybody, Somebody, Anybody, and Nobody. There was an important job to be done and Everybody was asked to do it.Anybody could have done it but Nobody did it.Somebody got angry about that because it was Everybody’s job.Everybody thought Anybody could do it but Nobody realized that Everybody wouldn’t do it.Consequently, it wound up that Nobody told Anybody and so Everybody blamed Somebody.

But still NOBODY DID IT !!!

Team

Team is defined as a group of people, who bring to the table a set of complementary and appropriate skills, and who hold themselves mutually accountable for achieving a clear and identifiable set of goals.

Simply stated: A team is a group of people working together towards a common goal.

Team

• Clear Purpose• Understands Goals• Comfortable but Engaged• Open Communication• Supportive• Active Members

Team Characters

http://www.youtube.com/watch?v=IfsN_ijocCM

• Lack of Commitment• Absence of Trust• Avoidance of Accountability• Fear of Conflict• Individual Attention • Gossip

Functional Dysfunctional

Building Your Energy Team

1. Types of Teams

2. Team Member Responsibilities

3. Build Your Team

4. Stages

Types of Teams

• Problem- Solving

• Functional

• Self-directed

• Cross-Functional

• Natural Work Groups

• Virtual

• Engaged Executive Sponsor

• Responsible Energy Champion

• Empowered members

“Participation is a season, not a sentence.”

Effective Energy Teams

Energy Sponsor

• Identifies the vision and reason for change

• Defines success

• Removes barriers

• Recognizes progress

• Asks the 4th question!

Effective Energy Teams

Energy Champion

• Displays passion

• Enrolls others and builds a team

• Takes action to jump into the sea of change

• Manages resistance

• Keeps leadership informed

• Meets with team/assigns action items/creates agendas/keeps minutes

Team Members

• Have cross functional representation with specific roles and responsibilities

• Understand the vision and deliverables

• Are empowered to take action

• Have time allotted to execute

• Demonstrate passion to succeed

• Track progress to goal

Effective Energy Teams

Core Team• Facility Manager

(Sponsor)• Energy Champion• Data Champion• This part of the

team will remain constant

Extended Team• Who is important to

this task?• These people will

change

Your Energy Team

• How have you formed your core team?

• What are the areas represented?

• Do you need anyone else?

Build Your Energy Team

Focusing Teams

1. Team Charter or Scope

2. Operating Guidelines

Team Charter

1. Clarify What the team is expected to do

2. Focus the energies and activities of team members

3. Provide a basis for setting goals and making decisions

4. Motivate team members to excel

5. Help them visualize their potential

6. Communicate the teams purpose to others

What to Include

1. Overall Purpose

2. Stakeholders

3. Key Result Areas

4. Timeframes

5. Other

Steps to Creating a Charter

1. Prepare thoughts and ideas

2. Jointly brainstorm

3. Develop a rough draft

4. Allow for all members to review

5. Finalize and distribute

Key Points

1. Involve key personnel

2. Don’t drag the process out

3. Strive for practicality

4. Live by your charter

Create Your Team Charter

1. What is the overall propose of our team?

2. What types of products and services do we provide?

3. Who are our customers?

4. Who are our stakeholders?

5. What results are expected?

6. What dates or timeframes should be included in our charter?

Operating Guidelines

• If the team does not deliberately set operating guidelines, then the teams norms or habits become the guidelines by default

• Operating guidelines foster trust and openness

• Operating guidelines establish common expectations for team member behavior

• They provide a common vision of how the team will operate

• They foster continuous improvement

Examples of Operating Guidelines

• We follow through on everything we commit to do

• We attack issues and problem and not each other

• We make decisions by consensus

• We keep minutes of all meetings

• We start and end our meetings on time

• We address problems or concerns at our meeting and not to others

Things to Remember

• Use terms that describe observable behavior and not attitude or feelings

• Make the guidelines brief and understandable

• Post them where they can be seen

• Review and revise on a regular basis

Things to Watch Out For

• Avoid Dwelling on the past

• Avoid using to discriminate your team members

• Avoid using guidelines to correct performance problems of individuals

Down the Road

• Which operating guidelines seem to be working well for our team?

• Which guidelines do not seem all that helpful or important?

• What issues or problems have emerged for the team that should be addressed?

• What new opportunities face the team and what guidelines should be set so that the team can meet those opportunities successfully?

Create Your Guidelines

Goals & Accountability

1. Benchmarks & Measurement

2. Accountabilities

3. Tracking & Communication

Benchmarks

Benchmarking:

1. Defines meaningful standards for performance

2. Determine what is possible

Setting Goals

- Clear & meaningful Measurement

- Describe Specific Actions

- Include Completion Date

- Challenging but Achievable

Define SMART goals

Specific Measurable Attainable Relevant Timely

Clarifying Accountabilities

Who What When

Joe Ensure LOC is posted

February 14, 2014

Stephanie Draft Team Scope March 15, 2014

Robert Create Awareness Survey March 15, 2014

Accountability Tips

- Be Specific

- Not used for blame

- Reinforce accountabilities

- Modify chart

Track Progress

- Keeps Focus

- Fosters Continuous Improvement

- Provides Understanding

- Creates Motivation

- Identify Problems

- Increases Satisfaction

- Identifies New Opportunities

Communicating Methods

- Pictures/Charts

- Review Sessions

- Standard Reporting Process

- Employee Awareness Sessions

Effective Meetings

1. Team Meetings

2. Action Oriented

3. Meeting Minutes

http://www.youtube.com/watch?v=cPLgilx0WLU

Team Meetings

- Set date, time, and frequency

- Start and end on time

- Agendas created and distributed

Action Oriented

- Review Progress towards Goal

- Members report on progress

- Address new accountabilities

Meeting Minutes

Minutes should be taken and distributed to all team members.

- Updates all members

- Keeps team on Track

- Future reference

Summary

• Build a team with appropriate team members.

• Focus your team towards a common goal.

• Create team goals and accountabilities.

• Have effective team meetings to ensure success.

Round Table 

Activity Calendar

  Activity  Schedule VenuePY5 ( until May 2014)

1 CEI Kickoff Monday April 7, 2014 Workshop-PPL EU 2 Energy Policy & Team May 6, 2014 Webinar3 Building Operation Assessment April, May & June Individual Onsite

PY6 (June 2014- May 2015)4 MT&R July 1, 2014 Workshop- TBD5 MT&R model updates/handoffs Month of August Individual6 Midterm Progress Report September 9, 2014 Webinar7 Energy Analysis & Audits October 7, 2014 Webinar8 Employee Awareness November 4, 2014 Webinar9 Benchmarking  January 6, 2015 Webinar10 Roll Out Plan March 3, 2015 Webinar11 Strategic Energy Mgt. Plan April 7, 2015 Webinar12 Final Report May 5, 2015 Workshop-PPL EU 

PY7 (June 2015- May 2016)13  Second EMA June 2015 – August 2015 Individual14 MT&R Model for additional building May 2015- December2015  Individual15 Update SEMP January 2016- May2016 Individual16 Implement Roll Out Plan June 2015- May 2016 Individual

Next Steps

Complete a

Written Scope

Identify Energy Team Members

Complete Information

Request Form

Prepare for

Building Operations

Assessment

Schedule Energy Management Assessment

Attend Energy Champ Update on May 20th

Auralia Lundquist, Implementation Manager

Direct: 484-224-2967

Mobile: 610-703-5716

Auralia@strategicenergygroup.com

Contact