Planning—Translating the commitment and energy policy into objectives, targets and action plans
Planning aims to determine ways of using energy. It is basically an energy review for comparison between baseline and measured improvements. The purpose of the energy review process is to examine your energy use in a systematic way and to focus your efforts on the most significant energy uses and saving opportunities.

Records of energy use involves adding energy bills on a monthly basis, these will include electricity, fuel and other sources identified during the energy review for the last two years (minimum), in the EnMS Tool spreadsheet (the worksheet ER1). This worksheet can be adjusted depending on your organization’s needs. The ER1 Data worksheet can also be used for trend analysis, which provides an opportunity to identify issues that may help reduce energy use.

3.1 DETERMINE SIGNIFICANT ENERGY USES

In reality, few or none of your uses will be sub-metered. In that case you need a way of estimating their consumption. You need to carry out this activity for each energy source, i.e. electricity and each fuel type.

There are a number of ways of identifying and quantifying your SEUs.Helpful is worksheet ER3 SUE from EnMS Tool:

The purpose of the energy baseline is to develop a starting point for measuring energy performance improvements. At the simplest level the baseline could be the total amount of electricity and other fuels used in the year ending before the EnMS is implemented. The advantage of this is that future use is simply compared with this baseline year.

Energy performance indicators show whether energy performance targets are being met. The most common and simplest energy performance indicator is conformance to financial budgets. One simple EnPI is the annualised view of usage.

The ideal method to develop and monitor your EnPIs is using of regression analysis of energy use against its driver(s). You want to improve performance and demonstrate this performance improvement.

You will need to develop a register (list) of all energy saving opportunities or ideas. It is important to realize that this register is a live database and will increase in size on an ongoing basis. It is the main continuous improvement tool in the EnMS. In this methodology the term Energy Opportunities List is used for this register.

Low-cost measures is, taking good care of the resources of your company, in this particular case of energy. In principle good housekeeping measures are based on common sense and good technical ability, not on high-tech or large modifications.

There are a number of people in all organizations who have a significant impact on your energy use. These people need to be identified and their level of training or competence evaluated to ensure that they understand their role and the influence they have on energy use.

10.1 OBJECTIVES

Objectives tend to be long term and less specific than targets. An example of an objective might be to train all your utility operators in the energy aspects of their roles over the next two years. Another would be to improve the efficiency of your steam system by 10 per cent over the next three years.

Targets should support the achievement of objectives, i.e. each objective will probably have a number of targets associated with it. An example of a target supporting the training objective mentioned above would be “to train five operators in refrigeration energy by the end of October”. This is specific, measurable, achievable, relevant and timed.

The purpose of this section is to translate all your other preparatory/planning work into action plans for the coming period, typically one year. These plans will form the basis of your energy saving activities. Please note that action plans are not entirely lists of technical investment projects and will include housekeeping, management and organizational activities.
The action plan is the specific action that will be taken to improve energy performance. Actions in this context are those activities that you are going to complete in the coming period.