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Subtasks of Task XXIV social media and 
IEA DSM TASK 24 
Task XXIV 
Main learnings and 
recommendations 
Dr Sea Rotmann Operating Agent 
Graz Task 24 workshop, October 13, 2014
Some main Task 24 
recommendations 
- Individual recommendations from the case study analysis from 
Subtask I can be found in the ‘Monster’ or the Task 24 Wiki 
- More in-depth recommendations can be found in each individual 
country case study analysis from Subtask II 
- Recommendations on monitoring and evaluation can be found in 
Subtask III report ‘Did you behave as we designed you to?’ 
- Each country will receive a country-specific set of 
recommendations and to do’s/not to do’s (Subtask IV) 
- The main recommendations from Subtask V have been discussed 
earlier already
Some special features of Task XXIV 
3 
Text 
SubPtraemskis e1 f o-r MTaaskin X lXeIsVsons 
A helicopter overview of models of understanding 
behaviour is/not: 
A great way to provide a general understanding/overview 
Good representation of different models/disciplines 
Collection of international best practice (but snapshot) 
Good storytelling platform 
Creating a ‘monster’ that keeps on growing 
An in-depth review of all literature on the subject 
Adhering to a ‘subjective’ disciplinary or sectoral view 
Easy to read, hence the Wiki and ST8 decision-making tool 
==> will continue to grow as a ‘living monster’ on the 
Wiki throughout the Task 24 extension (and ST8 tool)
Some special features of Task XXIV 
4 
Text 
SubPtraesmkis eII f o-r MTaaskin X lXeIsVsons 
An in-depth review of case studies is/not: 
A great way to drill deeper into most interesting cases 
Showing impact of country-specific contexts 
Providing some comparison between cases and countries 
A way of standardising the analysis across countries 
Important to collect different points of view 
In-depth as it focuses only on one issue per country 
A literature review, as it involves interviews of various s/h 
Available to countries that provided in-kind expertise 
==> will continue to collect case studies for ST6 of the 
extension
Some special features of Task XXIV 
5 
Text 
SubPtaresmki sIeI Ifo -r TMasaki nX XleIVssons 
A behavioural evaluation ‘tool’ is/not: 
Something everyone wants, and no one has created yet 
Hugely important, as it’s only way to show impact 
Regarded as the most difficult issue to evaluate 
Dependent on models and estimates 
Collection of different metrics beyond kWh 
Methodological review of behavioural interventions 
Possible in the scope of Task 24 
Easy at all, as different s/h have different needs/outcomes 
Finished yet, but created building blocks 
==> will be developed as ST9 of Task 24 extension and 
become part of ST8 toolbox & hopefully ST11 real life
Some special features of Task XXIV 
6 
Text 
SubPtaresmki sIeV fo -r TMasaki nX XleIVssons 
A country-specific list of recommendations is/not: 
A main drawcard of Task 24 
A collection of country-specific contexts, based on stories 
Different for the different countries 
But has some similarities and overall, global conclusions 
Based on country experts’ and national experts’ knowledge 
Conclusive 
Entirely objective, miss some sector and disciplinary views 
Available to countries that are not financially participating 
==> recommendations will form basis for Task 24 
extension ST6 and 7
Some special features of Task XXIV 
7 
Text 
SubPtraemskis e5 f o-r MTaaskin X lXeIsVsons 
A social media platform is/not: 
A good place to ‘collect’ experts and info 
A good broadcasting tool 
A good way of measuring Task impact (GA) 
A silver bullet for making people talk 
A way of making busy experts use social media 
A way of easily managing files 
==> created a Wiki to make case studies more easily 
accessible, will continue as ST5 during Task extension
Some special features of Task XXIV 
8 
Text 
StorPyretmelislien fgor m Taeskt hXoXdIVology 
Using storytelling as methodology is/not: 
A valid social science tool 
A great way to break down silos and jargon 
Something we all innately do, and do well 
Fun, engaging, social & importantly: memorable 
Universally understood 
A way to reduce bias by removing complexity? 
A way of getting around ‘proper’ analysis 
==> will continue to use narratives but also 
investigate ways of measuring impact of storytelling
So...what’s the story? 
- There is no silver bullet anywhere but the potential remains huge 
- Homo economicus doesn’t exist (in energy) 
- Habits are the most difficult thing to break 
- This means we have to get even smarter & embrace complexity 
- We are at a crossroads, and shouldn’t turn back 
- We need to look at whole-system, societal change 
- This can’t be done in isolation by one sector - collaboration is key 
- Social media and networks are really good (theoretically) for it 
- But: professionals are weary to use them, face-to-face still key 
- It’s also hard to find the right people and break down the silos 
- Everyone has a piece of the puzzle but we haven’t fit it together 
- We need a shared learning and collaboration platform that works 
- We also need a shared language based on narratives 
- It’s all about the people!
Target Ta Asukd ie2n4ce oEf xTatske XnXsIVion 
PROPOSED NEW WORK PLAN 
5- Expert platform 
6- 
Understanding 
Behaviour 
Changer 
Practices in 
Top DSM 
Areas 
‘THE ISSUES’ 
7- 
Identifying 
Behaviour 
Changers in 
these areas 
‘THE PEOPLE’ 
8- 
Developing a 
toolbox of 
interventions 
to help 
Behaviour 
Changers 
‘THE TOOLS’ 
9- 
Standardising 
Evaluation 
Beyond kWh 
(‘THE 
MEASURE’) 
10 - Telling an overarching story- ‘THE STORY’ 
Who
Target Audience of Task XXIV Task 
Extension 
practice, like storytelling or the Collective Impact Approach (‘The Tools’ or How, ST8); developing 
standardised evaluation measures to assess how change has occured (‘The Measure’ or Why, 
ST9); and synthesising the learnings into an overarching story (‘The Story’ or Outcome, ST10). We 
will then hopefully also get to trial these tools in practice, if Behaviour Changers are joining 
voluntary ST11 (‘Real Life’). 
WHAT? 
‘The Issues’ 
ST 6 
• Top 3 DSM 
Priorities 
• At least 1 focus 
area per 
country 
• Case studies 
WHO? 
‘The People’ 
ST 7 
• 5 Behaviour 
Changers from 
Focus Area 
• Workshops, 
stakeholder 
dialogues & 
analyses 
Figure 4. Flow of Subtasks 
REAL LIFE? 
‘The Practice’ 
ST 11 
• Toolbox of 
interventions 
tested on 
specific case 
study 
• Field 
research 
HOW? 
‘The Tools’ 
ST 8 
• Collab. Impact 
Approach 
• Storytelling 
• Decisionmaking 
tree etc 
• Toolbox of 
interventions 
WHY? 
‘The Measure’ 
ST 9 
• ’Beyond kWh’ 
evaluation tool 
• Standard, 
metrics 
OUTCOME? 
‘The Story’ 
ST 10 
• Synthesis of 
country 
learnings into 
overarching 
story 
• Handbook, intl 
guidelines 
Task 
24 
SUBTASK 1 
HELICOPTER 
OVERVIEW 
• The ‘Monster’ 
• Definitions 
• Models of Understanding 
SUBTASK 3 
EVALUATION TOOL 
• Basis of ‘Beyond kWh’ 
• Lit review 
SUBTASK 5 
EXPERT PLATFORM 
• Online expert platform 
• Over 210 Behaviour 
Changers from 20+ 
countries 
SUBTASK 2 
IN-DEPTH CASE 
STUDIES 
• Detailed analysis 
• 4 Domains of Priority 
Issues 
SUBTASK 4 
COUNTRY 
RECOMMENDATIONS 
• To do’s and not to do’s 
• Future Research 
SUBTASK 1 
HELICOPTER 
OVERVIEW 
• The ‘Monster’ 
• Expert stories 
• Metrics for ‘Beyond 
Energy’

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Main learnings and recommendations of IEA DSM Task 24

  • 1. Subtasks of Task XXIV social media and IEA DSM TASK 24 Task XXIV Main learnings and recommendations Dr Sea Rotmann Operating Agent Graz Task 24 workshop, October 13, 2014
  • 2. Some main Task 24 recommendations - Individual recommendations from the case study analysis from Subtask I can be found in the ‘Monster’ or the Task 24 Wiki - More in-depth recommendations can be found in each individual country case study analysis from Subtask II - Recommendations on monitoring and evaluation can be found in Subtask III report ‘Did you behave as we designed you to?’ - Each country will receive a country-specific set of recommendations and to do’s/not to do’s (Subtask IV) - The main recommendations from Subtask V have been discussed earlier already
  • 3. Some special features of Task XXIV 3 Text SubPtraemskis e1 f o-r MTaaskin X lXeIsVsons A helicopter overview of models of understanding behaviour is/not: A great way to provide a general understanding/overview Good representation of different models/disciplines Collection of international best practice (but snapshot) Good storytelling platform Creating a ‘monster’ that keeps on growing An in-depth review of all literature on the subject Adhering to a ‘subjective’ disciplinary or sectoral view Easy to read, hence the Wiki and ST8 decision-making tool ==> will continue to grow as a ‘living monster’ on the Wiki throughout the Task 24 extension (and ST8 tool)
  • 4. Some special features of Task XXIV 4 Text SubPtraesmkis eII f o-r MTaaskin X lXeIsVsons An in-depth review of case studies is/not: A great way to drill deeper into most interesting cases Showing impact of country-specific contexts Providing some comparison between cases and countries A way of standardising the analysis across countries Important to collect different points of view In-depth as it focuses only on one issue per country A literature review, as it involves interviews of various s/h Available to countries that provided in-kind expertise ==> will continue to collect case studies for ST6 of the extension
  • 5. Some special features of Task XXIV 5 Text SubPtaresmki sIeI Ifo -r TMasaki nX XleIVssons A behavioural evaluation ‘tool’ is/not: Something everyone wants, and no one has created yet Hugely important, as it’s only way to show impact Regarded as the most difficult issue to evaluate Dependent on models and estimates Collection of different metrics beyond kWh Methodological review of behavioural interventions Possible in the scope of Task 24 Easy at all, as different s/h have different needs/outcomes Finished yet, but created building blocks ==> will be developed as ST9 of Task 24 extension and become part of ST8 toolbox & hopefully ST11 real life
  • 6. Some special features of Task XXIV 6 Text SubPtaresmki sIeV fo -r TMasaki nX XleIVssons A country-specific list of recommendations is/not: A main drawcard of Task 24 A collection of country-specific contexts, based on stories Different for the different countries But has some similarities and overall, global conclusions Based on country experts’ and national experts’ knowledge Conclusive Entirely objective, miss some sector and disciplinary views Available to countries that are not financially participating ==> recommendations will form basis for Task 24 extension ST6 and 7
  • 7. Some special features of Task XXIV 7 Text SubPtraemskis e5 f o-r MTaaskin X lXeIsVsons A social media platform is/not: A good place to ‘collect’ experts and info A good broadcasting tool A good way of measuring Task impact (GA) A silver bullet for making people talk A way of making busy experts use social media A way of easily managing files ==> created a Wiki to make case studies more easily accessible, will continue as ST5 during Task extension
  • 8. Some special features of Task XXIV 8 Text StorPyretmelislien fgor m Taeskt hXoXdIVology Using storytelling as methodology is/not: A valid social science tool A great way to break down silos and jargon Something we all innately do, and do well Fun, engaging, social & importantly: memorable Universally understood A way to reduce bias by removing complexity? A way of getting around ‘proper’ analysis ==> will continue to use narratives but also investigate ways of measuring impact of storytelling
  • 9. So...what’s the story? - There is no silver bullet anywhere but the potential remains huge - Homo economicus doesn’t exist (in energy) - Habits are the most difficult thing to break - This means we have to get even smarter & embrace complexity - We are at a crossroads, and shouldn’t turn back - We need to look at whole-system, societal change - This can’t be done in isolation by one sector - collaboration is key - Social media and networks are really good (theoretically) for it - But: professionals are weary to use them, face-to-face still key - It’s also hard to find the right people and break down the silos - Everyone has a piece of the puzzle but we haven’t fit it together - We need a shared learning and collaboration platform that works - We also need a shared language based on narratives - It’s all about the people!
  • 10. Target Ta Asukd ie2n4ce oEf xTatske XnXsIVion PROPOSED NEW WORK PLAN 5- Expert platform 6- Understanding Behaviour Changer Practices in Top DSM Areas ‘THE ISSUES’ 7- Identifying Behaviour Changers in these areas ‘THE PEOPLE’ 8- Developing a toolbox of interventions to help Behaviour Changers ‘THE TOOLS’ 9- Standardising Evaluation Beyond kWh (‘THE MEASURE’) 10 - Telling an overarching story- ‘THE STORY’ Who
  • 11. Target Audience of Task XXIV Task Extension practice, like storytelling or the Collective Impact Approach (‘The Tools’ or How, ST8); developing standardised evaluation measures to assess how change has occured (‘The Measure’ or Why, ST9); and synthesising the learnings into an overarching story (‘The Story’ or Outcome, ST10). We will then hopefully also get to trial these tools in practice, if Behaviour Changers are joining voluntary ST11 (‘Real Life’). WHAT? ‘The Issues’ ST 6 • Top 3 DSM Priorities • At least 1 focus area per country • Case studies WHO? ‘The People’ ST 7 • 5 Behaviour Changers from Focus Area • Workshops, stakeholder dialogues & analyses Figure 4. Flow of Subtasks REAL LIFE? ‘The Practice’ ST 11 • Toolbox of interventions tested on specific case study • Field research HOW? ‘The Tools’ ST 8 • Collab. Impact Approach • Storytelling • Decisionmaking tree etc • Toolbox of interventions WHY? ‘The Measure’ ST 9 • ’Beyond kWh’ evaluation tool • Standard, metrics OUTCOME? ‘The Story’ ST 10 • Synthesis of country learnings into overarching story • Handbook, intl guidelines Task 24 SUBTASK 1 HELICOPTER OVERVIEW • The ‘Monster’ • Definitions • Models of Understanding SUBTASK 3 EVALUATION TOOL • Basis of ‘Beyond kWh’ • Lit review SUBTASK 5 EXPERT PLATFORM • Online expert platform • Over 210 Behaviour Changers from 20+ countries SUBTASK 2 IN-DEPTH CASE STUDIES • Detailed analysis • 4 Domains of Priority Issues SUBTASK 4 COUNTRY RECOMMENDATIONS • To do’s and not to do’s • Future Research SUBTASK 1 HELICOPTER OVERVIEW • The ‘Monster’ • Expert stories • Metrics for ‘Beyond Energy’