1. Roll Out Strategy March 3, 2015 Date: 9:00am-11:00am Time: Presenters: S trategic E nergy G roup S trategic E nergy G roup Auralia Lundquist Do what you can, with what you have, where you are. - Theodore Roosevelt

2. Attendance

3. Agenda 1.Upcoming Meetings 2.Discuss Strategic Planning & Implementation 3.Review Roll Out Strategies 4.Discuss Individual Plans 5.Hear from Clovis Representative 6.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 & Completing Year 2 Roll Out Plan - March 3 rd Energy Champ Update - March 17 th Strategic Energy Management Plan - April 7 th Energy Champ Update - April 21 st Final Report Session – May 5 th

6. Program Year 3 Rollout program to all other buildings Decide when to implement Update MT&R Models for all Buildings Currently working on building models Complete second EMA – June-September At Pilot Building

7. Strategic Planning In order to be successful, there needs to be a roadmap for success. A strategic plan: provides direction and focus for all employees. points to specific results that are to be achieved. establishes a course of action for achieving results. helps the various work units within an organization align themselves with common goals. A leading cause of program failure is not having a strategic plan in place that is being well implemented.

8. Completing Your Strategic Plan Strategic Energy Management Plan Webinar – April 7 th Draft document started Templates will be sent for review and revision If possible, attend with team members for breakouts Should be complete by Report Out

9. 1.The Process Predicts Implementation 2.Ask Leaders to Lead 3.Get the Board on Board 4.Develop an Action Plan…And Use It 5.Focus on the Financing 6.What Gets Measured, Gets Done 7.The End is Really The Beginning The Best Ways to Make Sure You Implement Your Strategic Plan

10. Was there active participation from both board and staff members? Did you assess the balance between mission and financial effectiveness of your programs? Did you investigate challenging and interesting questions about the future? Were decisions made thoughtfully and vetted by everyone responsible for them? Or was the plan drafted quickly as a summary of one-day planning? The Process Predicts Implementation

11. Get Everyone involved and stress that examples need to be set! Superintendent Board Members Principals Teachers Support Staff Students Ask Leaders to Lead

12. A portion of the board’s work should be focused on advancing the goals of the strategic plan. If your plan has been adopted but board and committee meetings are just business as usual, you’re missing a big chance to implement plan objectives. Get the Board on Board

13. Action plans detail the specific steps you will take to carry out the plan…and they assign someone to be responsible for actually doing them. Develop an Action Plan…And Use It

14. Ideally, part of your planning process included developing a budget that outlined what it will cost to carry out the capital plan’s initiatives. But if not, you can still go ahead and do this right now. Focus on the Financing

15. Various Methods of Measurement Load Profiles MT&R Models Employee Awareness What Gets Measured, Gets Done

16. How you act at the start of plan implementation is critical. Look for some “easy wins” that can be implemented right away, and celebrate this success. Assign first quarter priorities, and check in with all leaders after six weeks to see how things are progressing. Create the organizational habit of implementing the plan, and soon it will seem like second nature for everyone to keep their plans on their desks so they can refer to them often. The End is Really the Beginning

17. Once you have a robust strategic plan in place, the following actions are crucial to successful implementation. 1.Avoid common implementation mistakes. 2.Reach out to stakeholders. 3.Measure progress in the strategic plan. 4.Monitor the strategic plan. Four Fundamentals of Strategic Plan Implementation

18. Strategic planning entails risks. Some of the common strategic plan implementation mistakes are outlined below. Just saying no Lack of communication Losing sight "Bolt-on" syndrome Business as usual Wimping out The wrong scoreboard No yardstick The be-all and end-all Confusing terminology and language Avoid Common Strategic Plan Implementation Mistakes

19. Channels of communication Above all else, the business must communicate strategy clearly and regularly to employees. When the CEO and top management demonstrate the link between business strategy and specific business decisions, front-line staff are encouraged to think strategically too. The underlying process of strategic change Opening other communication channels Reach out to stakeholders

20. Finally, to keep your strategic plan alive, you must monitor it. Here are some guidelines.  Regular updates  Challenge underlying assumptions  Create a champion for every strategy and action  Stay committed  Conduct short-term strategy reviews  Expand skills  Target sales  Set strategic plan milestones  Reward success Monitor the Strategic Plan

21. The Strategic Change Process 11-point checklist Finalize a strategic plan Align the budget to annual priorities and fund the strategic change Build all annual plans around the organization-wide annual priorities and goals Set up a bimonthly or quarterly strategic change leadership steering committee Establish key success measures Revise the performance management and rewards systems Examine your organizational structure Initiate staff development Draw up a game plan Set sponsorship teams Set a date for an annual strategic review

22. 22 Relating Energy to the Curriculum

23. Various ways for Curriculum Adoption by: 1.Certain Schools 2.One grade level at a time 3.A cluster of Grade Levels 4.Certain Classes or Certain Students 5.Certain Teachers Relating Energy to the Curriculum

24. Allows for: Building Interest and Foundation Development of Supportive Culture Get Feedback Time to Prepare Adoption by Certain Schools

25. Rolling Out Your Strategic Plan

26. How to Roll Out Your Strategic Plan Rolling out your plan will look different at each school. High Profile Low Key Announcement Make sure to: Inform Everyone Discuss with team how this will be done Emails, announcement, flyers http://www.dummies.com/how-to/content/how-to-roll-out-your-strategic-plan.html

27. How to Roll Out Your Strategic Plan Tips: Consider an annual message Make the announcement exciting Give all team members full copy of the plan. Distribute the entire plan — or at the very least, the highlights — to everyone in the organization. Post your one-page plan Consider giving each employee a card with the mission, vision, and values statements printed on it Incorporate your strategic plan into the orientation process for new board members and employees. Include portions of the plan in policies and procedures, including the employee manual. Provide copies of the plan for key partners, such as investors, vendors or suppliers, and so on

28. After considerable work and effort, a strategic plan is in place. Is the job done? What’s Next For Your Strategic Plan The answer is a firm

29. Over the life of a strategic plan, a company's vision may stay the same but its strategies will probably need to be revised. A strategic plan should be "proactively reactive“ In other words: "If the horse is dead, you have to get off." Be Prepared to Switch Strategies

30. No one strategic planning model is right for all. Strategic planning teams can choose from a variety of models with an even wider range of approaches. A district that develops and executes a strategic plan well gains significantly from the experience. Choose Your Strategic Approach

31. In today's business environment, everyone is short on time and money. Similarly, many organizations feel inhibited from strategic planning during periods of limited financial resources. The strategic plan has to be a living document. Make Your Strategic Plan a Living Document

32. Throw a Kickoff Party Award Prizes Make Predictions Create and Expectations Board Create a Competition Quiz Employee Knowledge Some Fun Ways to Roll Out

33. What To Do Next

34. Roll Out Structure One school at a time All at once Infrastructure Scope & Policy Each school or District Wide Signatures Setting Goals Decisions to Make How to generate savings Utilize Checklist Teams Steering Committee Superintendent, District Energy Champ, School Champ Meetings Energy Champ Run all or be a mentor?

35. Start from the beginning Team creation Allow the team to come up with ideas Conduct similar team meetings monthly Provide tasks to get accomplished MT&R models updates and communication Rollout Expectations

36. Finally, there is no one correct implementation strategy. You must review the pros and cons of the various strategies presented with an eye to your own circumstances. Make sure you consider your district’s goals, your community, the size of your district, teachers’ readiness, your available resources, and your timeline. Conclusion

37. Discuss Your Ideas

38. Guest Speaker Stuart Ogren Clovis Unified School District

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