CONCEPT 4 · MATURITY PATHWAY

Where you are. Where you want to be.

Six everyday parts of managing energy. For each row, pick the description that sounds most like what your business does today, then pick what you would like to be doing in 24 months. You’ll get up to three practical steps to close the biggest gaps.

Demo scenarios

Fictional examples for presenters. Not real customer data.

DimensionRARELY PLANNEDAd hocSOME RECORDSTrackedAGREED PROCESSPlannedPART OF BUSINESS PLANNINGBuilt in Unsure
Purchasing and contract planningHow renewals and purchasing decisions are anticipated and prepared.1-step gap
Budgeting and decision preparationHow clearly energy budget assumptions are understood and shared.1-step gap
Coordination across facilitiesHow energy decisions are shared between corporate and site teams.1-step gap
Planning for operational changesHow expansions or schedule changes are reflected in energy planning.1-step gap
Sustainability planningHow sustainability objectives connect to energy decisions.1-step gap
Information and reportingHow consistently energy information is gathered and used.1-step gap

How to choose: there are no right answers. Pick the description closest to what actually happens today, or “We’re not sure yet”. This is an illustrative framework for reflection, not validated by Constellation and not a benchmark. Moving one column at a time is usually more achievable.

TODAY

Most areas are at “Ad hoc”.

IN 24 MONTHS

Progress in 6 of 6 areas.

WHAT NEEDS TO CHANGE

Purchasing and contract planning, Budgeting and decision preparation, Coordination across facilities, Planning for operational changes, Sustainability planning, Information and reporting.

WHAT TO DO FIRST

List every renewal date and the people who need to be involved before each decision.

Three bridge actions

Ordered by your largest gaps
  1. 01
    PURCHASING AND CONTRACT PLANNING

    Ad hoc → Tracked · 1-step gap

    Moving toward “Renewal dates tracked in advance” is the next practical step here.

    First step: List every renewal date and the people who need to be involved before each decision.

  2. 02
    BUDGETING AND DECISION PREPARATION

    Ad hoc → Tracked · 1-step gap

    Moving toward “Key assumptions documented” is the next practical step here.

    First step: Write down the assumptions behind this year’s energy budget and who agreed them.

  3. 03
    COORDINATION ACROSS FACILITIES

    Ad hoc → Tracked · 1-step gap

    Moving toward “Some decisions shared informally” is the next practical step here.

    First step: Mark each recurring energy decision as corporate, facility, or shared.

Your 24-month pathway, one stage at a time

FIRST 6 MONTHS
  • Purchasing and contract planning: Renewal dates tracked in advance
  • Budgeting and decision preparation: Key assumptions documented
  • Coordination across facilities: Some decisions shared informally
  • Planning for operational changes: Major changes flagged to energy owners
  • Sustainability planning: Ambitions stated informally
  • Information and reporting: Basic records by site
6–12 MONTHS
  • Nothing scheduled. Consolidate earlier progress.
12–24 MONTHS
  • Nothing scheduled. Consolidate earlier progress.

These steps reflect your own selections. They are not an assessment of your organization’s performance or a comparison with others.

YOUR ENERGY PLANNING BRIEF · MATURITY PATHWAY

What must change to reach our target way of working?

Areas to change
Purchasing and contract planning, Budgeting and decision preparation, Coordination across facilities, Planning for operational changes, Sustainability planning, Information and reporting
Unclear today
None
First step
List every renewal date and the people who need to be involved before each decision.
BRING THESE TOPICS TO A CONVERSATION
  1. Purchasing and contract planning: move from “Ad hoc” to “Tracked”
  2. Budgeting and decision preparation: move from “Ad hoc” to “Tracked”
  3. Coordination across facilities: move from “Ad hoc” to “Tracked”
Your agenda is carried into the request form. Nothing is sent. A conversation about your priorities — not a sales pitch.