Sharing some tips on preparing and preparing business case proposal for energy conservation projects from my readings and personal experiences as a considerably new player in EE business

1. By
Zaini Abdul Wahab

2.  EEPs viewed as
“Infrastructure
Investments” – LOW
PRIORITY VS. CORE
BUSINESS – don’t fix if not
broken
 EEPs funding through
loans/debts WILL IMPAIR
“CREDIT CAPACITY” from
core business – NO WAY
for SMEs/SMIs
 BENEFITS ARE TOO SMALL
TO APPEAR ON CEO’S
RADAR SCREEN & to
justify “perceived’
operating
complexities/risks
 NOT CONVINCED ON
ACTUAL COST SAVINGS
ACHIEVED nor aware of
proven Measurement &
Verification(M&V)
methods to ensure
sustainability of savings.

3. ENERGYSAVING
MEASURES/PROJECTS
TECHNICAL
VIABILITY
FINANCIAL VIABILITY
SUSTAINABILITY PLAN
Expertise/
Competency
EnMS
(ISO 50001)
Performance
M&V
Financial
criteria &
sources

4. Planning
Approval Parties
Time frame to
have the proposal
completed
Guidelines/templates
to follow
Availability of advice
from experienced
people & experts
Time & resources
available

5.  A business case proposal must be strategically prepared to get
the approval from the top management for the implementation.

6. Clearly state
the value
proposition
upfront
Briefly describe
the way the
business case
proposal was
developed
Describe
technical
changes
required &
relevant
planning issues
List & describe
all key costs &
benefits
State key
project risks &
how to
manage them
Describe the
funding/suppor
t that being
sought

7. Other Tips for Writing a Business Proposal
 Use a concise, clear format
 Be factual & straight to the point
 Write with a ‘sense of urgency’
 Use statistics &external, verified data to add
weight & credibility to the proposal – but make
sure all information is relevant
 Use graphs & diagrams that are clear & easy to
interpret

8.  The presentation to precisely
address…
 what they like to hear, see & talk
about
 what is the return from the
investment & how soon they can
get back the return
 what are the risks & measures to
mitigate the risks
 how to get the savings(may
be the only technical element
in the presentation)
 decisions/total fund required to
kick-off the project

9. PRESENT LIKE A GREAT SALES MAN!

10. Normally decisions made
based on what THEY WANT
TO HEAR rather than what
YOU WANT TO PRESENT!

12. GOOD LUCK
&
THANK YOU!
zainiabdulwahab@yahoo.com