Tips in preparing and presenting business case proposal

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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

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Tips in preparing and presenting business case proposal

  1. 1. By Zaini Abdul Wahab
  2. 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. 3. ENERGYSAVING MEASURES/PROJECTS TECHNICAL VIABILITY FINANCIAL VIABILITY SUSTAINABILITY PLAN Expertise/ Competency EnMS (ISO 50001) Performance M&V Financial criteria & sources
  4. 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. 5.  A business case proposal must be strategically prepared to get the approval from the top management for the implementation.
  6. 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. 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. 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. 9. PRESENT LIKE A GREAT SALES MAN!
  10. 10. Normally decisions made based on what THEY WANT TO HEAR rather than what YOU WANT TO PRESENT!
  11. 11. GOOD LUCK & THANK YOU! zainiabdulwahab@yahoo.com

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