1. Progress Report October 7, 2014 Date: 9:00am-11:00am Time: Presenters: S trategic E nergy G roup S trategic E nergy G roup Natalie Westring Auralia Lundquist “If everyone is moving forward together, then success takes care of itself.” – Henry Ford

2. Attendance

3. Agenda/ Objectives 1.Upcoming Meetings 2.Learn PPL Electric Utilities Offerings 3.Understand the business case for Engaging Employees 4.Review Current Awareness Programs 5.Next Steps and Conclusion

4. Activity Calendar ActivityScheduleVenue PY5 ( until May 2014) 1CEI KickoffMonday April 7, 2014Workshop-PPL EU 2Energy Policy & TeamMay 6, 2014Webinar 3Building Operation AssessmentApril, May & JuneIndividual Onsite PY6 (June 2014- May 2015) 4MT&RJuly 1, 2014Workshop- TBD 5MT&R model updates/handoffsMonth of AugustIndividual 6Midterm Progress ReportSeptember 9, 2014Webinar 7Employee AwarenessOctober 7, 2014Webinar 8Energy Analysis & AuditsNovember 4, 2014Webinar 9BenchmarkingJanuary 6, 2015Webinar 10Roll Out PlanMarch 3, 2015Webinar 11Strategic Energy Mgt. PlanApril 7, 2015Webinar 12Final ReportMay 5, 2015Workshop-PPL EU PY7 (June 2015- May 2016) 13 Second EMAJune 2015 – August 2015Individual 14MT&R Model for additional buildingMay 2015- December2015Individual 15Update SEMPJanuary 2016- May2016Individual 16Implement Roll Out PlanJune 2015- May 2016Individual

5. Upcoming Meetings Energy Champ Update October 21 st Energy Analysis & Audits November 4 th Individual Meetings

6. Why Engage Employees & Building Occupants? Have a direct impact on building energy use Can either support or hinder energy management team efforts Can be a source of energy efficiency ideas and suggestions Influence building norms and culture

7. What are some current programs or initiatives at your School? Programs/ Initiatives

8. How often do you hear about ____________? Where in your school do you see reminders? Is _______ widely communicated? Anything else about the program? Think about it

9. What are some characteristics that make up a good detective? Think like a Detective

10. Aware Trained eyes - observant Investigation techniques Ask Questions A Good Detective

11. Some things are obvious

12. Aware of the clues Trained eyes - observant Investigation techniques Ask Questions A Good Detective

13. Passes by the white team Awareness

14. Look at this collage Observation

15. A mystery Much More Aware

16. “Holmes and Watson are on a camping trip. In the middle of the night Holmes wakes up and gives Dr. Watson a nudge. "Watson" he says, "look up in the sky and tell me what you see." "I see millions of stars, Holmes," says Watson. "And what do you conclude from that, Watson?" Watson thinks for a moment. "Well," he says, "astronomically, it tells me that there are millions of galaxies and potentially billions of planets. Astrologically, I observe that Saturn is in Leo. Horologically, I deduce that the time is approximately a quarter past three. Meteorologically, I suspect that we will have a beautiful day tomorrow. Theologically, I see that God is all-powerful, and we are small and insignificant. Uh, what does it tell you, Holmes?" Missing the obvious "Watson, you idiot! Someone has stolen our tent!”

17. How often do you hear about ____________? Where in your school do you see reminders? Is _______ widely communicated? Anything else about the program? Think about it

18. How often do you hear about Energy? Where in your school do you see Energy reminders? Is the Energy Policy posted and/or communicated? Anything else about your Energy program? Think about Energy

19. Resources Available from PPL Electric Utilities – Act 129 PPL Electric Utilities 2 North Ninth Street Gen-TW6 Allentown, Pennsylvania 18101 Natalie A. Westring | Customer Programs Specialist Customer Programs & Communications | phone: (610) 774-6195 | navega@pplweb.comnavega@pplweb.com

20. Resources Available from PPL Electric Utilities – Act 129 Think! Energy School Programs (pplelectric.com/thinkenergy) (pplelectric.com/thinkenergy) 5 program offerings designed to provide teachers and students with energy education FREE and correlated to PA learning standards Bright Ideas Energy Efficiency Poster Contest (pplelectric.com/brightideas)pplelectric.com/brightideas Materials available for purchase from the National Energy Foundation (nef1.org/store) – 50% off through October 16nef1.org/store Prescriptive and Custom Rebates Prescriptive: Lighting, appliances, HVAC, new construction (Complete rebate list)Complete rebate list Custom: Measures not covered by the PA Technical Reference Manual (ie. pool covers, VFDs/Motors-Process, CHP) Residential Retail Program Instant rebates on LEDs, Refrigerators and Heat Pump Water Heaters

21. Cohort Awareness Update 21

22. Awareness -Students Club formed -Mascot -Lab coats -Working on -Kickoff -Logo -Video

23. Awareness -“You have the power program” -T-shirts -Employee Kickoff Scheduled -Team Meetings Scheduled -Meeting with Students

24. Awareness -Employee Kickoff Scheduled November 3 rd -Team Meeting in place -Working program into various student curriculum -Awareness Baseline to be conducted -Specific Awareness materials in progress - Wall/Window decals - Floor decals - Door Hangers (including contest for best design)

25. Awareness -Employee Kickoff Complete -Team Meeting Schedule Established -Internal/External Communications -Live broadcasts on in-house TV channel -Statement / Comprehensive Plan highlighted on OMS webpage -Scope posted on staff bulletin boards -CEI presentation made to school board at a public meeting -Awareness Baseline conducted -Student Survey being compiled

26. Awareness -Employee Kickoff Complete -Via email, staff meeting and recognition at our board meeting. -Energy Team Meetings Scheduled -Met with the team on Oct. 6 th ; talked about further projects and keeping our stakeholders advised via email. -Communications will continue via email and board meeting summaries.

27. Awareness -Employee Kickoff Complete -Team Meeting in place -Communication via OMS Live -Awareness Baseline conducted -Student Survey being compiled -Interviewed for student newspaper

28. Awareness -Employee Kickoff Complete -Plans to present at Community Day (November 14 th ) -Coloring Contest -Bright Ideas Suggestion Box to be implemented -Brochure to be distributed -Awareness Baseline to be completed -Awareness Posters to be Displayed

29. Awareness -Employee Kickoff Complete -Energy Team Meetings -Posters or communication materials?

30. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

31. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

32. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

33. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

34. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Anxiety and frustration Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

35. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Anxiety and frustration Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Haphazard false starts Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Change Building Blocks

36. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Anxiety and frustration Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Haphazard false starts Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Revert to old ways Change Building Blocks

37. Implement Track and Report Savings Set Foundation Identify Opportunities CEI Goals Visions and Targets Employee Engagement Plan Initiatives

38. “A leader is one who influences a specific group of people to move in a worthwhile direction.” - J. Robert Clinton “The task of the leader is to get his/her people from where they are to where they have not been.” - Henry Kissinger Leadership

39. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Anxiety and frustration Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Haphazard false starts Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Revert to old ways Change Building Blocks

40. Employees Engaging the entire workforce, including front line workers, in improving the organization is an effective ongoing management evolution “The person with the most influence on how a job gets done is the person doing the job.” - Toyota Production System/Lean 197019801990 Safety Quality Lean CEI Environmental Six Sigma

41. Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Successful change Model The Way Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Fast start that fizzles Clear Vision Urgency For Change Capacity For Change Actionable first Steps Reinforce & Consolidate Cynicism and mistrust Clear Vision Model The Way Capacity For Change Actionable first Steps Reinforce & Consolidate Bottom of the in-tray Clear Vision Model The Way Urgency For Change Actionable first Steps Reinforce & Consolidate Anxiety and frustration Clear Vision Model The Way Urgency For Change Capacity For Change Reinforce & Consolidate Haphazard false starts Clear Vision Model The Way Urgency For Change Capacity For Change Actionable first Steps Revert to old ways Change Building Blocks

42. Why reduce energy? Why should I participate? What do I need to do? How can I do it? How do I stay with it? Framework for Engaging AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

43. Employees must be made aware of the need to change Create a meaningful, consistent message Policy - Mission Statement - Message Help Coworkers Recognize the Opportunity Promote Energy Awareness and Energy Saving AwAw Important Concepts

44. Energy Awareness Strategic Plan Awareness VenueFrequencyFacilitatorAudienceMessage Tools & Resources Success Metric Activities (If Applicable) Staff MeetingsMonthly Principal/ Energy ChampAll Staff Energy Tip/ Progress towards goal SEG Energy Tips Awareness Tools AwAw

45. Energy Awareness Strategic Plan Awareness VenueFrequencyFacilitatorAudienceMessage Tools & Resources Success Metric Activities (If Applicable) Staff MeetingsMonthly Principal/ Energy ChampAll Staff Energy Tip/ Progress towards goal SEG Energy Tips Team Meetings Monthly CEI Energy Team Members Opportunities in the works/ progress towards goal Agenda/ Meeting MinutesN/ANo News Letter. BrochureQuarterly Energy ChampAll Staff State of the CEI programNoneN/A Suggestion Programonce Local CEI team memberAll Staff We want ideas from everyone Suggestion cards/box Received suggestions Post suggestion on board Awareness Tools AwAw

46. Venues to Promote Energy Awareness  Employee Orientation  Faculty Meetings  Assembly's  Lunch Areas  Special Events - Energy Fair, Company Picnic  On-line (self guided training) Energy Kick Off Presentation Energy Promotional Campaign  Tag Line  Suggestion Program Awareness Tools AwAw

47. Why should I participate? Desire AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

48. D Appeal to sense of responsibility Reduce resistance and anxiety Relate to personal goals and values Desire – Important Concepts

49. Discuss: Consumption and reduction goals Energy use by building Savings expected Where they see opportunity? Why? D Create Desire

50. What do I need to do? Knowledge AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

51. Allow for Training and Education Review CEI Materials Technical Training Work with Vendors and Contractors K Knowledge Important Concepts

52. Protocols, Visual Reminders, Checklists, and Guides K Knowledge – Tools

53. How can I do it? Ability AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

54. AbAb Ability – Important Concepts

55. How do I stay with it? ©Strategic Energy Group 2010 Reinforcement AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

56. Measurement and Reporting  Get MAD!! Measurement with Accountability that is Displayed Reward and Recognize Continued Sponsorship Support Refresh  Keep it new and interesting R Important Concepts

57. Reward and Recognition Newsletters Announcements at Team and Company Meetings Raffles and Awards Energy Wall of Fame (post success stories) Friendly competition Share savings $$ Informal Acknowledgement of a Good Effort R Reinforcement – Tools

58. Have their hands on the controls… Know where the opportunities are… Buy-in when they are involved… Continuous improvement depends on ownership at all levels. “Energy efficiency is everyone’s responsibility” Stimson Hardboard R Engaged Employees

59. Why reduce energy? Why should I participate? What do I need to do? How can I do it? How do I stay with it? Framework for Engaging AwAw Awareness D Desire K Knowledge AbAb Ability R Reinforcement

60. Champion assigned to Energy awareness plan Use information which is readily available Establish consistent month to month updates so progress can be measured Determine how to get ideas Easily Acknowledge them quickly Leads to Results

61. SEG Tools 61 Energy Awareness Tools and Websites Did You Knows & Tips Monthly Videos Activities

62. Round Table

63. Contact Auralia Lundquist, Implementation Manager Work: (484) 224- 2993 Mobile: (610) 703 - 5716 e-mail: Auralia@strategicenergygroup.comAuralia@strategicenergygroup.com