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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

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 Tips in preparing and presenting business case proposal Presentation Transcript

  • By Zaini Abdul Wahab
  •  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.
  • ENERGYSAVING MEASURES/PROJECTS TECHNICAL VIABILITY FINANCIAL VIABILITY SUSTAINABILITY PLAN Expertise/ Competency EnMS (ISO 50001) Performance M&V Financial criteria & sources
  • Planning Approval Parties Time frame to have the proposal completed Guidelines/templates to follow Availability of advice from experienced people & experts Time & resources available
  •  A business case proposal must be strategically prepared to get the approval from the top management for the implementation.
  • 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
  • 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
  •  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
  • PRESENT LIKE A GREAT SALES MAN!
  • Normally decisions made based on what THEY WANT TO HEAR rather than what YOU WANT TO PRESENT!
  • GOOD LUCK & THANK YOU! zainiabdulwahab@yahoo.com