Edf 20for2020 whiteboardingcanvas book v01 00 td 2014 01 08

THE 2020 ENERGY CANVAS

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WHAT THE WHITEBOARDING SESSION OFFERS Become a pivotal change-maker in energy.

Understand the changing energy context in which you operate and the implications of energy pressures and trends for your business.

Explore the impact and opportunity of the latest energy policies on your energy strategy.

Map the energy risks and opportunities facing your organisation.

Identify commercially-relevant responses to the changing context and establish programmes for active energy management.

Design a roadmap to make your energy efficiency programme a success.

Create a game plan to engage employees and identify how to influence key stakeholder groups inside and outside the organisation.

Feel inspired to act, to make change happen.

BEYOND BULBS As this country emerges from recession, the volatility of energy commodity prices have often had a negative impact on corporate profits and many CFOs expect the volatility to continue. Some 71% name energy and resource management as either challenging or very challenging. And when asked to name the biggest risks to financial performance over the next few years, energy ranks highest.

But how best should organisations respond? One-off projects such as energy efficient building retro-fitting or supply chain “greening“ may prove successful and meet and even exceed an internal return on investment.

But at a higher level, sustainability must drive a firm’s strategy, instead of sustainability initiatives taking only a few token bullet points on a company’s overall strategic plan.

Those real energy change programmes – the type of programmes that go beyond changing light bulbs – are still few and far between because the commercial models and business cases are not well understood. If that’s to change, the companies need the insight, tools and viable commercial models to be able to lead change and respond to this challenge. That’s why we’ve created the 2020 Energy Canvas, to help companies envisage and define a “total” solution to their energy needs.

Delvin

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UNIQUE WORKSHOP APPROACH

EDF Energy kicks off its Energy Services conversations in a unique way.

The team provides an opportunity to share thought leadership and co-create the basis for a business energy services solution.

How? By hosting and leading a whiteboarding session with prospective customers to share requirements, galvanise stakeholder support and generate the building blocks from which a ’total solution’ can be created.

This approach is more reminiscent of the behaviour of C21st tech brands, like Google on its Googleplex Campus, which seek to co-create and partner, than the behaviour of C20th brands in the energy market which have always sought to commoditise, package and sell.

WHAT SUCCESS LOOKS LIKE FOR EDF ENERGY

FOR THE CUSTOMER

- Captures requirements

- Envision scale and ambition

- Creates excitement

- Feel a sense it is feasible and can be achieved

- Enhances the relationship - Empowered to take it back to the organisation

EXCITE, COLLABORATE, ENGAGE How do we excite our prospects about their energy strategy, the potential of energy efficiency and also capture all the detail in one easy format that is useful for both the prospect and EDF Energy?

KEY OBJECTIVES:

How do we get diverse stakeholders to collaborate in the session and, ultimately, galvanise them around a common vision for the next five years?

How can we enable the participants to walk away knowing how to best engage their organisation in the project?

THE POWER OF A CANVAS I can explain it on one page, so it doesn’t look complex It’s very human, so it has an emotional value and taps the whole brain Icons make it memorable and usable It’s not “set in stone”, so everyone can input and iterate it as they go It’s participative, not didactic It transforms a sales pitch into a collaborative campus environment It shows the interdependence of the component partsIt shows the answer is a holistic solution.

FINANCIALS

IMPACT

USE

POLICY CONTEXT

LOW CARBON JOURNEY

BUSINESS CONTEXT

OUTSIDE

INSIDE

Use Financials Impact

NET NEGATIVE

NET POSITIVE

OUTSIDE

INSIDE

Use Financials Impact

OBJECTIVE WE’RE GOING TO...

CHALLENGE WE NEED TO...

CURRENT SITUATION WE ARE...

RISK/ OPPORTUNITY CONSIDERATIONS...

CHALLENGE ..

WE NEED TO.

CHALLENGE WE NEED TO...

CHALLENGE WE NEED TO...

CHALLENGE WE NEED TO...

UATION

CURRENT SIT WE ARE...

RISK/ OPPORTUNITY CONSIDERATIONS...

UATION

CURRENT SIT WE ARE...

CHALLENGE ..

RISK

WE NEED TO.

/ OP

CON

SIDER

POR

TUN IT

OBJECTIVE

Y

ATIO N

WE’RE GOING TO...

S...

OBJECTIVE WE’RE GOING TO...

KEY ROLES LEADER Leads the discussion Asks the questions Controls the direction of the session

FACILITATOR Makes sure all the right information is being captured Makes sure the canvas shows a coherent and useful picture at all times Re-jigs information on the canvas and re-caps when necessary.

MATERIALS FINANCIALS

CANVAS Now split into three separate canvases Clear icons in the boxes to help understanding Clear arrows to show how elements fit together With print-outs for each of the participants Key prompt questions to facilitate the discussion Case study pull-outs to facilitate education

OBJECTIVE WE’RE GOING TO...

CHALLENGE WE NEED TO...

CURRENT SITUATION WE ARE...

RISK/ OPPORTUNITY CONSIDERATIONS...

IMPACT

USE

POST-ITS Now split into three separate canvases Clear icons in the boxes to help understanding Clear arrows to show how elements fit together With print-outs for each of the participants Key prompt questions to facilitate the discussion Case study pull-outs to facilitate education

HOW TO DEVELOP THE DISCUSSION Why is that a problem for your business?

KEY NEXT QUESTIONS:

Why is that a problem for your business?

Why is that a problem for your business?

DISCUSSION DEVELOPMENT ACTIVITY: As each person reads out their key challenge, the leader asks the key questions above and the facilitator notes down answers on post-its.

PRE-WORK CANVAS IS PRE-POPULATED: THE 2020 ENERGY CANVAS

KEY ACTIVITY

INCENTIVES

ONSITE ENERGY

LOW CARBON INCENTIVES

OFFSITE ENERGY

DEMAND REDUCTION

CARBON REDUCTION INCENTIVES

LOW CARBON GENERATION INCENTIVES

POLICY CONTEXT

Over the phone, the leader will go through as much of the canvas as is possible with the key contact and capture the information already known.

REPUTATION

COSTS

REVENUE

SOURCE

LOW CARBON JOURNEY

DELIVERY

LOW CARBON � SUPPLY

USE

GENERATION

CONSUMPTION REDUCTION

RISK MANAGEMENT

3RD PARTY GENEREATION

OWN GENEREATION

PROCESS ENERGY

NON-PROCESS ENERGY

3RD PARTY GENERATION

ONSITE GENERATION

SAVINGS

PROFIT SOURCE

BUSINESS CONTEXT

DELIVERY

+ SECURITY OF SUPPLY

PAYBACK / ROI PROCUREMENT

KEY PEOPLE

TECHNOLOGY

KEY ACTIVITIES

MANAGEMENT & MAINTENANCE

Use Financials

FINANCING

Impact

The facilitator will pre-populate the canvas with what has already been gleaned.

HOW TO FOCUS AND KICK-START THE DISCUSSION KEY OPENING QUESTION: Where is your biggest energy challenge?

KEY OPENING ACTIVITY: After introducing the canvas, the leader asks each participant in the room to write down where they think their biggest energy challenge is on a post-it, using the canvas to guide them.

Ask each person to read them out. The facilitator sticks the challenges to the correct area of the canvas.

HOW TO RANK THE CHALLENGES

HIGH

KEY NEXT QUESTIONS: How would you rank the challenges from highest priority to lowest priority?

MED RANKING ACTIVITY: Once all the post-its have been placed on the canvas, the leader asks the participants to rank the challenges in priority order. The participants work together to agree a ranking from highest to lowest. The facilitator writes the priority order on the post-its on the canvas.

LOW

HOW TO DEEP DIVE KEY DEEP DIVE QUESTIONS: DEEP DIVE ACTIVITY:

THE 2020 ENERGY CANVAS

INCENTIVES

ONSITE ENERGY

LOW CARBON INCENTIVES

OFFSITE ENERGY

DEMAND REDUCTION

CARBON REDUCTION INCENTIVES

LOW CARBON GENERATION INCENTIVES

POLICY CONTEXT

The leader deep dives into each challenge area in priority order, using the questions that are written on the canvas.

The facilitator captures the responses. The leader notes down opportunities as they arise.

REPUTATION

COSTS

REVENUE

SOURCE

LOW CARBON JOURNEY

DELIVERY

LOW CARBON � SUPPLY

USE

GENERATION

CONSUMPTION REDUCTION

RISK MANAGEMENT

3RD PARTY GENEREATION

OWN GENEREATION

PROCESS ENERGY

NON-PROCESS ENERGY

3RD PARTY GENERATION

ONSITE GENERATION

SAVINGS

PROFIT SOURCE

BUSINESS CONTEXT

DELIVERY

+ SECURITY OF SUPPLY

PAYBACK / ROI PROCUREMENT

KEY PEOPLE

TECHNOLOGY

KEY ACTIVITIES

MANAGEMENT & MAINTENANCE

Use Financials

FINANCING

Impact

<Use the questions on the canvas>

HOW TO BROADEN UNDERSTANDING KEY CASES: Each block on the canvas has a key case (theoretical or real).

BROADENING ACTIVITY: The leader uses the key case and distributes the case sheet to broaden knowledge and understanding of opportunity.

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Created by AB U NDANCE