dg xiii/d: innovation dg xvii: energy joule-thermie opet annual general meeting - mariehamn 1999john...

DG XIII/D: InnovationDG XIII/D: InnovationDG XVII: EnergyDG XVII: Energy JOULE-THERMIE

OPET Annual General Meeting - Mariehamn 1999 John Butson, OPET-CU

Network IndicatorsNetwork Indicatorsand Success Storiesand Success Stories

John ButsonJohn Butson

OPET-CUOPET-CU



Network IndicatorsNetwork IndicatorsThe purpose of NIsThe purpose of NIs

Where we are todayWhere we are today

Problems encounteredProblems encountered

Updating NIsUpdating NIs

Enhancing PerformanceEnhancing Performance



The Purpose of NIsThe Purpose of NIsManage resources effectivelyManage resources effectively

Monitor progress against targetsMonitor progress against targets

Focus on PerformanceFocus on Performance

Demonstrate impact on marketDemonstrate impact on market

Refine programme & approachRefine programme & approach



Where we are TodayWhere we are TodayDefined NIsDefined NIs Oct 98Oct 98

Implemented for ReportsImplemented for Reports Nov 98/Jan 99Nov 98/Jan 99

Review & updateReview & update July 99July 99

Confirm & clarifyConfirm & clarify Sep 99Sep 99

Definitive valuesDefinitive values Nov 99/Jan 00Nov 99/Jan 00



Characteristics of NIsCharacteristics of NIsStandardised set of indicatorsStandardised set of indicators

Cover Input, Output & PerformanceCover Input, Output & Performance

Applied/reported at Activity levelApplied/reported at Activity level

Chosen to facilitate monitoringChosen to facilitate monitoring

Integral part of OPET/FEMOPET workIntegral part of OPET/FEMOPET work



Characteristics of NIsCharacteristics of NIsClearly defined to avoid ambiguityClearly defined to avoid ambiguity

Unique to avoid ‘double-counting’Unique to avoid ‘double-counting’

Can apply to several Tasks/ActivitiesCan apply to several Tasks/Activities

Can relate to whole Work ProgrammeCan relate to whole Work Programme

Can relate to management/operationCan relate to management/operation



Problems : Input NIsProblems : Input NIsA1A1 ExpenditureExpenditure From Part B FormsFrom Part B Forms

A2A2 TimeTime OPET staff onlyOPET staff only

B1B1 STE ResourcesSTE Resources CU will provideCU will provide

B2B2 OPET CollaboratorsOPET Collaborators What to countWhat to count

B3B3 Non-OPET PartnersNon-OPET Partners What to countWhat to count



Problems : Output NIsProblems : Output NIsC1-3 Request received : Not key NIsC1-3 Request received : Not key NIs

D1D1 OPET Events : Identify in Reports and specify that OPET was OPET Events : Identify in Reports and specify that OPET was organiser *organiser *

D2D2 Other Events : identify in Reports and identify organiser (not OPET) *Other Events : identify in Reports and identify organiser (not OPET) *

* Critical NI : information MUST be provided* Critical NI : information MUST be provided



Problems : Output NIsProblems : Output NIsE1E1 Documents prepared/translated : Not agendas, Documents prepared/translated : Not agendas, programmes, flyers etc (not OPET Interim Reports !) *programmes, flyers etc (not OPET Interim Reports !) *

E2E2 Documents disseminated : not invitations, Documents disseminated : not invitations, questionnaires etcquestionnaires etc

E3E3 Articles, press releases : not to be included in E1 *Articles, press releases : not to be included in E1 *



Problems : Output NIsProblems : Output NIsF1F1 Total records held on contacts database: mainly target marketsTotal records held on contacts database: mainly target markets

F2F2 Dateabase records accessed/usedDateabase records accessed/used

F3F3 Meetings held/attended : avoid double-counting (events, organisations Meetings held/attended : avoid double-counting (events, organisations reached)reached)

F4F4 Organisations reached : substantive contacts only (e.g. not just Organisations reached : substantive contacts only (e.g. not just invitations)invitations)



Problems : Output NIsProblems : Output NIsG1G1 Studies/strategies/plans prepared : may be prepared by Studies/strategies/plans prepared : may be prepared by OPET or by client with OPET advice/assistance, generally OPET or by client with OPET advice/assistance, generally strategic covering several opportunities (projects/sites) *strategic covering several opportunities (projects/sites) *

G2G2 Energy audits/feasibility studies carried out : by OPET Energy audits/feasibility studies carried out : by OPET or client, generally project or site specific *or client, generally project or site specific *



Problems : Performance NIsProblems : Performance NIsGENERALLY NOT WELL USED/REPORTEDGENERALLY NOT WELL USED/REPORTED

H1-2 Technology matches identified : include (successful) H1-2 Technology matches identified : include (successful) partner searches here *partner searches here *

H3-4 Proposals advised on/submitted : 3rd party proposals H3-4 Proposals advised on/submitted : 3rd party proposals for EC programmes only *for EC programmes only *



Problems : Performance NIsProblems : Performance NIsH5H5 Investment opportunities : individual RUE, RES or FF projects (sites) *Investment opportunities : individual RUE, RES or FF projects (sites) *

H6H6 Potential investment : capital cost of identified projectsPotential investment : capital cost of identified projects

H7H7 Potential cost savings : from identified projects (can use payback to Potential cost savings : from identified projects (can use payback to derive)derive)

H8-9 Energy savings/contribution : care with units (use MWh/y if possible, H8-9 Energy savings/contribution : care with units (use MWh/y if possible, avoid %) *avoid %) *



Updating NIsUpdating NIsOPET-CU has reviewed & updated all NIsOPET-CU has reviewed & updated all NIs

OPETs must confirm validity and answer outstanding queries : do this at AGM !OPETs must confirm validity and answer outstanding queries : do this at AGM !

Then use NIs effectively in Final ReportsThen use NIs effectively in Final Reports

Seek advice from OPET-CU if necessarySeek advice from OPET-CU if necessary

Try to focus more on PerformanceTry to focus more on Performance



Focusing on PerformanceFocusing on PerformanceWHYWHY Define impact of OPET & NetworkDefine impact of OPET & Network

WHENWHEN Now : data needed for Final ReportNow : data needed for Final Report

HOWHOW Use existing information sourcesUse existing information sources

Use 3rd parties to generate dataUse 3rd parties to generate data

Follow up Tasks already completedFollow up Tasks already completed



Focusing on PerformanceFocusing on PerformanceExamples :Examples :

Use plans (G1) to identify project/Use plans (G1) to identify project/ investment opportunities (H5)investment opportunities (H5)

Use audits/studies (G2) to identify potential energy Use audits/studies (G2) to identify potential energy savings/contribution (H8)savings/contribution (H8)

Follow-up events (D1/D2) to identify technology matches (H1/H2)Follow-up events (D1/D2) to identify technology matches (H1/H2)



Success StoriesSuccess StoriesRole of Success StoriesRole of Success Stories

Types of Success StoryTypes of Success Story

Information NeededInformation Needed

Links to Network IndicatorsLinks to Network Indicators

What to do NowWhat to do Now



Role of Success StoriesRole of Success StoriesKey part of OPET Network BookKey part of OPET Network Book

Demonstrate impact of NetworkDemonstrate impact of Network

Identify & promote innovative approachesIdentify & promote innovative approaches

Promote OPETs & FEMOPETs involvedPromote OPETs & FEMOPETs involved

IT IS IN YOUR INTEREST TO PARTICIPATEIT IS IN YOUR INTEREST TO PARTICIPATE



Types of Success StoryTypes of Success StoryFull ‘case-study’ description (1-2 pages)Full ‘case-study’ description (1-2 pages)

Short ‘mini case-study’ (half page)Short ‘mini case-study’ (half page)

Statement of endorsement by client etcStatement of endorsement by client etc

Other suggestions welcome !Other suggestions welcome !

FLEXIBLE APPROACH & PRESENTATION, BUT FOCUS ON MARKET APPROACH FLEXIBLE APPROACH & PRESENTATION, BUT FOCUS ON MARKET APPROACH NOT TECHNOLOGY USEDNOT TECHNOLOGY USED



Information NeededInformation NeededOPET, Task, Time, Field, TechnologyOPET, Task, Time, Field, Technology

Title, Target Market, ObjectivesTitle, Target Market, Objectives

Transnationality, Output & Follow-UpTransnationality, Output & Follow-Up

Impact on the Market & VerificationImpact on the Market & Verification

USE PRO-FORMA PROVIDED BY OPET-CU COMPLETE WHERE POSSIBLE & USE PRO-FORMA PROVIDED BY OPET-CU COMPLETE WHERE POSSIBLE & RETURNRETURN



Links with NIsLinks with NIsEssential to demonstrate impact on the target marketEssential to demonstrate impact on the target market

Performance NIs are the most appropriate and simplest way to do Performance NIs are the most appropriate and simplest way to do thisthis

Output NIs alone are not enough, but they may still be relevantOutput NIs alone are not enough, but they may still be relevant

NIs used in Case Studies must be verifiableNIs used in Case Studies must be verifiable



What to do NowWhat to do NowNIsNIs Validate list of NIs prepared by CUValidate list of NIs prepared by CU

Focus on generating PerformanceFocus on generating Performance

Use NIs effectively in Final ReportsUse NIs effectively in Final Reports

SSsSSs Complete pro-forma & return to CUComplete pro-forma & return to CU

Update NIs for SS activitiesUpdate NIs for SS activities

Provide additional info. when askedProvide additional info. when asked



Network IndicatorsNetwork Indicatorsand Success Storiesand Success Stories

John ButsonJohn Butson

OPET-CUOPET-CU

dg xiii/d: innovation dg xvii: energy joule-thermie opet annual general meeting - mariehamn 1999john...

Documents

nis opetcu

opetcu problems

opet adviceassistance

opetcu network indicators

opet interim reports

b3nonopet partnerswhat

performance slide

purpose of nis