Step Four

Once your facility has identified and prioritized energy performance goals in Step Three, the next step is to create an action plan. While an energy policy serves to highlight energy efficiency as an overarching guideline, the action plan defines the specific technical steps, targets and responsibilities needed to realize this vision.

To develop an effective energy action plan, a facility needs to:

1. Define the technical steps and targets
2. Determine the roles and responsibilities

A well-developed action plan serves as a blueprint for the energy manager to guide and monitor progress in energy efficiency. Action plans may be adapted to fit individual department needs.

Refer to the Energy Star Guidelines for Energy Management Overview for Step Four: Create Action Plan for more information.

Guidance Documents

KPPC’s Environmental Sustainability Team has developed and compiled several guidance documents on various action plan objectives.  These “how to” tips may help define technical steps, roles and responsibilities for your action plan.

Energy-saving guides for a commercial facility:


Energy-saving guides for an industrial facility:


Energy conservation shutdown checklist:

Extended Weekend – Office [PDF]

1. Define the technical steps and targets

After establishing realistic performance goals and identifying priority no-cost, low-cost and capital investment energy efficiency opportunities, the next step is planning.

Questions to consider as you develop your energy action plan may include:

  • How will the facility meet its energy plan objectives within the next year? Two years? Five years?
  • What are the necessary sub-steps for each objective?
  • Does the objective require a new policy and/or procedure?
  • What must the facility’s management and employees do to help the facility meet its objectives?
  • What types of training sessions are needed for employees to help implement these objectives?
  • How will the facility communicate the energy plan goals to management and employees?

2. Determine the roles and responsibilities

The energy action plan will affect multiple departments and entities within the facility including, but not limited to, production, maintenance and facilities management, financial directors, communications, information technology and human resources. External partners may include energy service providers, food services and utility companies.

Identify the key individual who should be responsible for overseeing and monitoring progress with energy efficiency measures in their respective area. Include a point of contact, such as the department manager, to assist in the coordination and communication of the facility’s energy management program. Develop an ongoing relationship with the external service providers and invite them to be part of your Energy Team.

As roles and responsibilities are determined, assign objectives and tasks as appropriate to each department. For example, it may be management’s responsibility to implement a vacation shut-down program in specific departments first by communicating the policy and second by delegating the task of performing the shut-down using the facility’s standard checklist.

The sample plan shown below may help facilities develop energy action plans and begin to implement those plans.

Sample Commercial Facility Energy Plan [PDF]

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