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How to Establish an Effective Energy Management Process

Davis M. Woodruff, PE, CMC

Course Outline

This 2 hour course presents an 8 step approach for establishing an energy management and energy conservation process. Practical how-to information for determining appropriate monitoring and measurement criteria for an effective energy management process is presented in a logical format for application.

An effective Energy Management Process involves, at a minimum:                      

  1. Top Management commitment
  2. An energy policy that is understood and measurable
  3. Leadership at all levels of the organization focused on energy use
  4. An Energy Management Representative and an energy management team that are functioning effectively
  5. Understanding “where we are” with energy use and carbon footprint
  6. Understanding the building systems
  7. Implementing low cost/no cost common sense energy conservation measures
  8. Establishing realistic energy management targets and objectives

This course covers the following major topics:

A variety of spreadsheets and checklist examples are used throughout the course which may be adapted to any business or business model.

This course includes a multiple choice quiz at the end, which is designed to enhance the understanding of the course materials.

Learning Objective

At the conclusion of this course, the student will:

Intended Audience

Any professional who is involved in facilities, facility management, environmental or energy processes will benefit from this course. Engineers, consultants and managers interested in reducing r energy cost and improving environmental performance will also benefit from this course.

Benefit to Attendees

Course participants will learn how to develop and implement an energy management process that will enable them to save energy and money while improving environmental performance.

Course Introduction

Global warming, greenhouse gases, carbon footprint….what’s all this about? At the heart of it all is energy consumption. Energy management and energy conservation will improve environmental results while saving $$$$. This course is a common sense and practical approach to energy management.

Energy management is a priority for most businesses and involves both environmental issues and costs. Energy costs are a significant factor for businesses (and families) today. Energy utilization and waste is not only a cost issue, but is an important environmental issue.

This 2 hour course presents a practical and common sense approach to understanding energy management and implementing low cost/no cost energy conservation measures.

Course Content

In this lesson, you are required to download and study the following course content in PDF format:

How to Establish an Effective Energy Management Process

Please click on the above underlined hypertext to view, download or print the document for your study. Because of the large file size, we recommend that you first save the file to your computer by right clicking the mouse and choosing "Save Target As ...", and then open the file in Adobe Acrobat Reader. If you still experience any difficulty in downloading or opening this file, you may need to close some applications or reboot your computer to free up some memory.

Course Summary

The eight elements of an effective energy management process are presented and discussed in detail in this 2 hour course which also includes a variety of spreadsheets, graphical examples and checklists that can be adapted to almost any business or enterprise interested in saving energy, saving money on energy and improving the environment. The information is developed in a logical progression that will enable the participant to apply the principles as they are being learned.

Related Links and References

The EPA conversion factors used in this course are posted on their website at and These are useful websites for assistance in determining environmental impacts.


Once you finish studying the above course content, you need to take a quiz to obtain the PDH credits.

Take a Quiz

DISCLAIMER: The materials contained in the online course are not intended as a representation or warranty on the part of PDH Center or any other person/organization named herein. The materials are for general information only. They are not a substitute for competent professional advice. Application of this information to a specific project should be reviewed by a registered architect and/or professional engineer/surveyor. Anyone making use of the information set forth herein does so at their own risk and assumes any and all resulting liability arising therefrom.