continuous energy improvement (cei) program may 5, 2014 date: 9:00 a.m. – 11:00 a.m. time:...
TRANSCRIPT
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
Contact