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Beyond Compliance: 
Four Levels of Engagement with 
Sustainability 
By EnergyCAP, Inc. 
©2014 EnergyCAP, Inc. ▪ @energycap ▪ #energyleader ▪ www.EnergyCAP.com
Humans aspire to greatness. 
Source: http://mashlyn.files.wordpress.com/2010/11/picture-42.png
In 1971, French high-wire artist Philippe 
Petit walked between the towers of 
The Notre Dame Cathedral. 
Source: http://mashlyn.files.wordpress.com/2010/11/picture-53.png
But then he saw plans for the World Trader 
Center and had a vision for what he wanted to do. 
Source: http://fillipshow.blogspot.com/2010_07_01_archive.html
We are driven by our visions. 
Source: http://fillipshow.blogspot.com/2010_07_01_archive.html
But we must begin somewhere. 
And we must know where we are going. 
Source: http://wallpaperus.org/first-steps-wallpaper-tags-mood-baby-baby-baby-baby-lala-legs-his-father-669998370/
Current 
State 
Vision
First steps =/ final steps
The problem: In sustainability, 
first steps become final steps. 
So we take rudimentary steps 
and call them final steps.
Source: https://www.behance.net/gallery/3684073/Recycle-It-Saves-Lives
Source: http://www.holesinyoursocks.com/2011/08/29/sardonic-salad-energy-efficient-lightbulb-perm/
Source: http://themetapicture.com/try-organic-food/
Source: http://www.funkyfunz.com/funny-birthday-quotes-prius/funny-birthday-quotes_prius/
And our businesses are 
missing out on a 
generational opportunity 
for innovation. 
But our world needs us to 
take greater steps than we 
are taking.
Ecosystem Health 
"Approximately 60% 
of the ecosystem 
services evaluated 
(15 out of 24 ecosystems) 
are being degraded or 
used unsustainably." 
-Millenium Ecosystem 
Assessment 
Population 
Source: http://www.art-days.com/sebastiao-salgado-genesis-landscapes/
Source: MIT Sloan surveyed 5,300 executives and managers 
in 118 countries.
Six Step 
Sustainability 
Planning 
Process 
Today’s webinar 
presents the “RISE” 
framework 
from Step 2: 
Assess Current State
Roadmap for Innovative 
Sustainability Engagement (RISE)
RISE Through Key Business Functions 
Today’s webinar will show changes to these functions 
thru the RISE framework.
Roadmap for Innovative 
Sustainability Engagement (RISE)
Stage 1: Complying 
"We are following all 
appropriate laws." 
Decision-making and 
investments related to 
environmental and social 
aspects of doing business 
are in accordance with 
local, state and federal 
laws, standards.
Stage 1: Complying
Rising Up from Stage 1 
Find out who is interested and has appropriate skills and 
knowledge 
Create a team or task force to coordinate targeted pilot 
projects to go "beyond compliance" 
Assess impacts to identify opportunities to go beyond 
compliance 
Develop an understanding of what sustainability means 
strategically to your organization and industry
Stage 2: Prototyping 
"Taking the environment 
and human health into 
consideration helps us 
save money and reduce 
risk." 
Decision-making and 
investments related to 
environmental and social 
aspects of doing business 
go beyond what is 
required and are focused 
on short term payback.
Stage 2: Prototyping
Source: http://www.nhl.com/green/report/#environmentalImpact
Source: http://www.nhl.com/green/report/#environmentalImpact
Rising Up from Stage 2 
Review existing and past initiatives to gather data, 
calculate returns, identify barriers and bright spots 
Form a team to look at sustainability more strategically 
Establish a preliminary vision and business case for 
pursuing sustainability 
Set goals and preliminary metrics (leading and lagging 
metrics)
Stage 3: Integrating 
"Taking the environment and 
human health into 
consideration is the right 
thing to do and creates long 
term value.“ 
Decision-making and 
investments related to 
environmental and social 
aspects of doing business 
are built around a unifying 
strategy and incorporated 
into every organizational 
function.
Stage 3: Integrating
Source: http://johnhendrix.blogspot.com/2012/01/walmart-in-china. 
html
Walmart's Sustainability Goals 
"Environmental sustainability has become an essential 
ingredient to doing business responsibly and successfully. At 
Walmart we have already made great progress in achieving our 
sustainability goals. However, we still have a way to go and we 
need your help to get there. As the world's largest retailer, our 
actions have the potential to save our customers money and help 
ensure a better world for generations to come. 
Sr Vice President for Sustainability 
Our three aspirational sustainability 
goals are: 
To be supplied 100% by renewable energy 
To create zero waste 
To sell products that sustain people and the 
environment"
Rising Up from Stage 3 
Gather input from customers and other external key 
stakeholders 
Embed sustainability into planning, budgeting and 
performance management and compensation 
Ensure all members achieve an understanding of 
sustainability and the skills, knowledge and tools they 
need to apply it to their work
Stage 4: Transforming 
"Taking the 
environment and 
human health into 
consideration makes us 
a leader in our industry 
and a critical partner in 
the creation of a 
sustainable society.“ 
Decision-making and 
investments related to 
environmental and 
social aspects of doing 
business have 
transformed our 
business model and our 
industry.
Stage 4: Transforming
Source: http://carolgulyas.typepad.com/green_build_indiana/2011/08/
Source: http://www.interfacecutthefluff.com/are-you-experiencing-sustainability-at-work/
Source: http://inhabitat.com/interview-ray-anderson-on-climbing-the-mountain-of-corporate-sustainability/
Roadmap for Innovative 
Sustainability Engagement (RISE) 
Project Management 
Change Management
So what’s your vision for sustainability?
When he was 17, Philippe Petit had a vision to 
walk between the World Trade Center Towers. 
Source: http://fillipshow.blogspot.com/2010_07_01_archive.html
So he planned. 
Source: http://en.m.wikipedia.org/wiki/World_Trade_Center
And then he did 
it through a vision 
and a plan. 
Source: http://www.thedailybeast.com/articles/2014/08/08/philippe-petit-s-moment-of-concern-walking-the-wtc-tightrope.html
Rise Up 
Go Beyond Compliance 
1. Understand where you really are (confidence is 
overrated) 
2. Plan with precision (prepare to be wrong)
Six Step 
Sustainability 
Planning 
Process
Contact me about: 
Presentations 
Strategic planning facilitation 
Strategic sustainability coaching 
Erik Foley 
Founder & Principal 
Dais Consulting Group, affiliate of EnergyCAP, Inc. 
ErikBFoley@gmail.com 
814.762.9208 
©2014 EnergyCAP, Inc. ▪ @energycap ▪ #energyleader ▪ www.EnergyCAP.com

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