Upcoming Sessions

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Fundamentals of Compressed Air Systems

Heat Integration of Industrial Processes (HIIP)

Certified Industrial Energy Professional (CIEP)

Carbon Auditing Professional (CAP)

50001 Certified Practitioner

Working with the National Energy Code for Buildings (NECB)

Heat Pumps – Efficiency Opportunities and Installation Requirements *Upcoming 2024*

Energy Engagement Strategies

Certified Sustainable Building Operator (CSBO)

Working with the Greener Homes Initiative

Building Electrification Strategies *Upcoming 2024*

Achieving Net Zero Buildings

Carbon Footprint Accounting: Scope 3 GHG Emissions *Upcoming 2024*

Carbon Footprint Accounting: Scope 1 and 2 GHG Emissions

Planning and Selecting GHG Reduction Projects

Prep Course for the NRCan Quality Assurance Specialist Exam (House)

Advanced Building Energy Modelling

ENERGY STAR Portfolio Manager Webinar: 101-Fundamentals & Basics

ENERGY STAR Portfolio Manager Webinar: 201-Creating and Updating you Building Profile

ENERGY STAR Portfolio Manager Webinar: 301-Maximize Usage with Advanced Features

Certified Measurement and Verification Professional (CMVP)

Energy Management Professional 101 (EMP 101)

Certified Energy Manager (CEM)

Certified RETScreen® Expert (CRE)

Advanced RETScreen® Expert

Existing Building Commissioning Essentials

Certified Energy Auditor (CEA)

Certified Building Commissioning Professional (CBCP)

Introduction to RETScreen® Expert

Energy Efficiency for Building Operators & Maintenance Staff (EEBO)

Advanced Course on Existing Building Commissioning (EBCx)

Energy Management Systems (EMS) and 50001 Ready Canada Webinar: 101

Building Science and Numeracy Essentials

Prep Course for the NRCan Foundation Level Exam

Prep Course for the NRCan Energy Advisor Exam (House)

Tools for Completing Probationary Files

Advanced HOT2000 User

Prep Course for the NRCan Low-Rise Multi-Unit Residential Buildings Exam (MURB)

Building Energy Modelling Essentials

Building Energy Modelling Professional

Building Automation Systems Essentials

Advanced Building Automation Systems Optimization

Making the Case for Energy Management Projects

Strategic Energy Management 101 (SEM 101)

Making the Case for Decarbonization Projects

Becoming Carbon Neutral: Key Concepts, Strategies and Initiatives

Advanced Measurement and Verification

Other course


Program Overview

Although the benefits of and justification for energy management (EM) may seem obvious to some, this is often not the case for many of our clients and colleagues. Being able to articulate and present both the energy and non-energy benefits of a project or retrofit – from operational cost savings, to conservation, to reduced equipment maintenance – is key to selling EM projects.

This one-day training program is designed as a hands-on workshop during which participants take part in several innovative exercises. The course introduces participants to concepts in communication and financial analysis. After participants prepare their own short proposals, the day concludes with an analysis of one of the participants’ own proposals.      

The Making the Case program provides participants with techniques, tools, and hands-on experience with building the business case for an EM investment, whether the participant’s role is internal (securing buy-in from support staff or decision-makers) or external (selling an EM project to a customer).​

Key Learning Objectives

Upon completion of this hands-on workshop, participants will be able to:

  • Determine how best to present EM-related information to every kind of stakeholder.
  • Better present the added value of EM projects or services.
  • Discern both the energy and non-energy benefits of a project or program.
  • Understand the various financial analysis terms and ratios, such as:
    • Internal rate of return
    •  Simple payback
    • Net present value and others
  • Prepare a project financial analysis using a simple spreadsheet and/or RETScreen Expert.
  • Develop and present complete, effective short proposals for EM projects using the One-page Proposal methodology

     

Audience

This course is relevant to all those involved in securing buy-in for EM projects, retrofits, or programs across the commercial, industrial, residential, and institutional sectors.

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Agenda

  • Starting With What We Know
    Success Interview
  • Communicating Our Value
    Dinner Table Conversation​
  • Securing Interest
    Elevator Pitch​
  • Financial Analysis
    ​Activity in Excel​
  • Making Your Pitch
    One-Page Proposal​

Trainers

Stephen Dixon CIET Canada, headshot
Stephen Dixon
B.Sc., M.A.Sc.

Stephen Dixon is a freelance energy consultant. As Principal of TdS Dixon Inc., of St. Jacobs, Ontario, he brings a practical, hands-on approach to the challenge of developing the energy management capacities of a broad range of institutional, commercial, and industrial organizations. Stephen has accumulated more than 35 years of energy management experience, including more than 800 energy assessments and the facilitation of over 1,700 energy management workshops. Stephen holds an M.A.Sc. in Systems Design Engineering from the University of Waterloo and a B.Sc. in Physics from UPEI.

Stephen’s extensive experience with RETScreen began with his significant contributions to the design and development of RETScreen’s energy efficiency models in RETScreen v4.  Subsequently, Stephen’s popular Monitoring Targeting & Reporting Tool featuring simple regression and CUUSM functions inspired and informed the development of the  RETScreen Plus Performance Analysis tools.  Finally, Stephen provided technical support to the development of RETScreen’s newest version RETScreen Expert.  Stephen has successfully delivered over 25 RETScreen training sessions and incorporated RETScreen training into more than 100 energy management training workshops.

Olivier Cappon, headshot
Olivier Cappon

Olivier Cappon is Senior Director with the Canadian Institute for Energy Training (CIET) – which trains over 2,000 participants a year across Canada and internationally through a mix of public, private and customized training sessions. Olivier’s experience with Energy Efficiency first came from his years of work with the Canadian Standards Association (CSA Group), where he was responsible for the proliferation of several Energy and GHG-related standards and codes.

Olivier has worked in the Sustainability and Energy Industry for over thirteen years, accruing expertise in key areas of professional and organisational capacity-building, such as designing learning frameworks and outcomes, review course design and content, learning paths, and setting core competencies. He has also accrued important experiences on the pragmatic side of training as an instructor and presenter on several topics related to the overarching themes in Energy Efficiency.

The course includes...

Access to a private SharePoint website with additional training material, references, and links.

Policies and FAQ

Click here, to see our course postponement and cancellation policy.

Do you have questions? Consult our FAQ for answers. 

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