4.

Roadmap development 1

Module 4

Roadmap
development

in partnership with

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 2

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4. Roadmap development 3

Learning objectives
After identifying the potential energy efficiency opportunities, • Create a focused implementation strategy to establish a work
an implementation roadmap helps provide a clear plan to plan for each energy efficiency measure.
achieve program targets while creating transparency for • Prioritize projects based on established criteria.
stakeholders to track progress and key milestones. • Develop timelines to provide regular updates, identify crucial
paths, and anticipate long lead times.
At the end of this module, you should have a high-level
• Prepare a rough order of magnitude budget to showcase
overview of the following best practices:
potential savings.
• Build an implementation roadmap to achieve energy goals.
• Establish interim savings milestones to track short-term
• Conduct an impact analysis to spot potential benefits.
progress.

Once you complete this module, you’ll have the following modules left:

Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Getting started with Stakeholder Opportunity Roadmap Business case Energy efficiency
energy management engagement identification Development development in action

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 4

Terms to know
Impact analysis: A study that informs a program roadmap by
cataloging potential benefits of identified opportunities, setting
expectations for what can be achieved, and driving prioritization.

Rough order of magnitude (ROM) budget plan: A preliminary

budget that helps outline estimated projected costs to assist
with strategy development.

For informational purposes only. Not legal advice or counsel.

 4. Roadmap development 5

Roadmap development overview

An effective roadmap development provides a clear and achievable plan to meet program
objectives and targets.

Impact Implementation Project Timeline Interim savings

ROM budget
analysis strategy prioritization development milestones

Conduct an impact analysis to inform the program roadmap by Develop timelines for implementation specific to each work
cataloging potential benefits of identified opportunities, setting stream, aligning expected savings with objectives and targets.
expectations for what can be achieved, and driving prioritization.

Prepare an implementation strategy to define distinct work Prepare a rough order of magnitude (ROM) budget that shows
streams and establish detailed task plans for each stream. both expected outlays and savings.

Prioritize projects based on defined criteria for your organization. Establish interim savings milestones to track short-term prog-
ress, assess the effectiveness of distinct work streams, and stay on
track with long-term objectives.

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 6

Impact analysis
Impact analyses inform a program roadmap by cataloging potential benefits of identified opportunities, setting expectations for what can
be achieved, and driving prioritization.

Catalog

Categorize

Define

Estimate

Aggregate

Validate

Compare

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 7

Focused implementation strategy

An effective implementation strategy organizes energy efficiency (EE) opportunities into discrete
work streams and establishes a clear work plan for each stream.
1. Organize catalogued opportunities into discrete work streams.
Sample work streams:

LED HVAC Operating Set point EE

installation upgrades SOPs optimization trainings

For each work stream:

• Prepare a detailed task plan.
• Outline overall work stream roles and responsibilities.
• Identify dependencies and potential barriers to implementation.
• Confirm available budget and implementation resources.
• Assess capacity of implementation team and stakeholders.
• Identify additional resource and support needs.
2. Communicate the draft strategy to EE leadership team and work stream
stakeholders, revise based on feedback, and share updated version.
3. Revisit and update the strategy on a recurring basis.
For informational purposes only. Not legal advice or counsel.
4. Roadmap development 8

Project prioritization
Prioritizing energy efficiency projects and initiatives based on established criteria and
available resources is a key step to achieving goals and optimizing performance.
1. Establish criteria for prioritization. Look past first cost. Consider overall EE
program objectives and targets, as well as interim milestones and business
group or region/site-specific targets.
2. Seek input on priorities. From facility management (FM) teams and business
group leads.
3. Consider prioritizing projects with immediate impact. That contribute to EE
program targets and generate savings to invest in future EE projects.
4. Identify synergistic opportunities. That are best implemented in tandem.
5. Iterate on priorities on a regular cadence. Revisit catalogued projects at least
annually (quarterly or more frequent is recommended) and adjust priorities.

Excerpt of prioritized list

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4. Roadmap development 9

Implementation timeline
Build timelines into work stream task plans based on project prioritization outcomes and
input from FM teams and business group leads.
Sample simplified monthly Gantt chart
1. Set up a timeline document that allows for regular updates and simple
visualization of time frames by work stream, such as a Gantt chart. Responsible

May
Mar

Nov
Aug

Dec
Feb

Sep
Apr

Oct
Jun
Jan

Jul
Task POC
2. Identify critical path(s), dependencies, and long lead time items Ligh�ng Inventories Site Team
and schedule accordingly to mitigate barriers and optimize sequencing.
Incorporate time for tasks that can introduce delays such as vendor RFP Development
Sustainability
Lead
research, selection, contracting, and site team scheduling.
Facility
3. Coordinate with FM teams and business group leads to confirm Vendor Selec�on Manager

viable time frames based on capacity, upcoming projects, and other Project Scheduling Site Team
considerations.
Implementa�on Facility
4. Align implementation timelines with expected budget availability Oversight Manager

and confirm viability with budget holders. Facility

Project Closeout Manager
5. Include project closeout and training tasks in the implementation
timeline as a best practice.
Performance Sustainability
Evalua�on Lead

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 10

ROM budget plan

Prepare a rough order of magnitude (ROM) budget plan based on the outcomes of project
prioritization and timeline development.
1. Prepare a budget plan that displays expected budget resources and
outlays over time based on known funding resources, project timelines,
and expected project costs.
2. Categorize spending based on previously established categories to
communicate resource allocation to EE program leadership.
3. Reiterate the business case by displaying all relevant outlays and
expected savings over time—again going beyond first cost.
4. Review the plan with budget holders and make adjustments as needed.
5. Update the budget plan on a regular cadence and as new information
is received.
Similar to a focused implementation strategy, the ROM budget plan
should be treated as a living document.

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 11

Interim savings milestones

Interim savings milestones provide a method to track short-term progress, assess the
effectiveness of EE work streams, and stay on track with long-term objectives.
1. Use baseline data, project impact estimates, and implementation
timelines to establish interim savings milestones. Sample interim savings milestones
• Reduce portfolio energy intensity by 2 percent
2. Tie interim savings milestones to specific work streams, sites, and each year through 2030.
projects where feasible to facilitate monitoring of distinct efforts.
• Complete lighting upgrades at 10 targeted
3. Document assumptions, dependencies, and potential challenges sites by CY 2022 to achieve an annual energy
associated with each milestone. use reduction of $2.5 million kWh
• Reduce absolute energy use in Midwest retail
4. Communicate proposed milestones to leadership and implementation stores by 5 percent by 2023.
teams and revised as needed based on feedback provided.
• Reduce energy use in owned buildings by 1-2
5. Define an approach to assess performance against milestones. percent in FY 2022 through development and
implementation of EE trainings.
6. Use milestones as opportunities to discuss challenges, lessons learned,
• Reduce HQ building energy costs by 10
and best practices. percent in CY 2024, compared to a CY 2021
7. Recognize milestone achievement and the efforts of implementation baseline, through building controls upgrade
teams. and optimization.

For informational purposes only. Not legal advice or counsel.

4. Roadmap development 12

Congratulations! You’ve completed

Module 4: Roadmap development
This module provided best practices on how to build an implementation roadmap to help achieve energy goals. Key takeaways:
• Conduct an impact analysis by cataloging potential • Build timelines into work stream task plans to identify
benefits, setting expectations, and driving prioritization. crucial paths.
• Create a focused implementation strategy by organizing • Prepare a rough order of magnitude budget to set an
energy efficiency measures into discrete work streams. initial budget and categorize spending.
• Prioritize projects based on feedback from teams, ROI • Use baseline data, project impact estimates, and
metrics, and other established criteria. implementation timelines to establish interim savings
milestones.

The following module will provide a high level overview of how to frame and develop business cases by showcasing
examples and explaining the various investment metrics that can be used to evaluate the costs of implementing a
new energy efficiency measure.

Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Getting started with Stakeholder Opportunity Roadmap Business case Energy efficiency
energy management engagement identification development development in action

For informational purposes only. Not legal advice or counsel.