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IEA DSM Task 24: Behaviour Change in DSM Phases I and II Dr Sea Rotmann Operating Agent Task 24 Energy Cultures conference, Wellington July 7, 2016

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Page 1: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

IEA DSM Task 24:Behaviour Change in DSM

Phases I and II

Dr Sea RotmannOperating Agent Task 24

Energy Cultures conference, WellingtonJuly 7, 2016

Page 2: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

What is Task 24?

Page 3: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

What is Task 24?

Page 4: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

What is Task 24?

Page 5: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Task 24 – Objective in a tweet (or two)

The overarching impact of this Task is to provide a helicopter overview of best practice approaches to behaviour change interventions and practical, tailored guidelines and tools of how to best design, implement, evaluate and disseminate them in real life.

Page 6: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

IEA DSM Task 24Phase I

Closing the Loop – Behaviour Change in DSM: From Theory to Practice

Page 7: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Some numbers of Task 24 – Phase I

• July 2012 – April 2015• 8 participating countries• 9 in-kind countries• >235 behaviour change and DSM experts from 21

countries• 20 successful expert workshops• >145 videos and presentations• Over 45 publications – reports, papers, articles…• Almost 60 case studies from 16 countries in a Wiki• www.ieadsm.org/task/task-24-phase-1/

Page 8: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Subtasks of Task 24

5 – Social network and expert platform

1 – Helicopter

view of models,

frameworks, contexts

and evaluation

metrics

2 – In-depth

case study analysis

3 –Evaluation

Tool for different

stakeholders

4 – Country-specific

to do’s and not to do’s, guidelines

and recommend

ations

Page 9: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Page 10: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Government

Page 11: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Government

Industry

Page 12: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Government

Industry

Researchers

Page 13: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Government

Industry

Researchers

The Third Sector

Page 14: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Our audience: Behaviour Changers

Government

Industry

Researchers

The Third Sector

Intermediaries

Page 15: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

The Story of Task 24

http://vimeo.com/54915316

Page 16: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

The Story of Task 24

http://vimeo.com/54915316

Page 17: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Subtask 1 - Definitions of Task 24

http://www.slideshare.net/drsea/definitions-for-task-24

Page 18: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What is behaviour (in Task 24)?

Energy behaviour refers to all human actions that affect the way that fuels (electricity, gas, petroleum, coal, etc) are used to achieve desired services, including the acquisition or disposal of energy-related technologies and materials, the ways in which these are used, and the mental processes that relate to these actions.

Behaviour Change in the context of this Task thus refers to any changes in said human actions which were directly or indirectly influenced by a variety of interventions (e.g. legislation, regulation, incentives, subsidies, information campaigns, peer pressure etc.) aimed at fulfilling specific behaviour change outcomes. These outcomes can include any changes in energy efficiency, total energy consumption, energy technology uptake or demand management but should be identified and specified by the Behaviour Changer designing the intervention for the purpose of outcome evaluation.

Page 19: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What is behaviour (in Task 24)?

Energy behaviour refers to all human actions that affect the way that fuels (electricity, gas, petroleum, coal, etc) are used to achieve desired services, including the acquisition or disposal of energy-related technologies and materials, the ways in which these are used, and the mental processes that relate to these actions.

Behaviour Change in the context of this Task thus refers to any changes in said human actions which were directly or indirectly influenced by a variety of interventions (e.g. legislation, regulation, incentives, subsidies, information campaigns, peer pressure etc.) aimed at fulfilling specific behaviour change outcomes. These outcomes can include any changes in energy efficiency, total energy consumption, energy technology uptake or demand management but should be identified and specified by the Behaviour Changer designing the intervention for the purpose of outcome evaluation.

BEHAVIOUR IS EVERYTHING!

Page 20: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Subtask 1 – The ‘Monster’ and its Wiki

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Subtask 1 –Looking at different models of understanding behaviour

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Subtask 1 –Looking at different models of understanding behaviour

Page 23: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Language can be a problem!

Page 24: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Language can be a problem!

Page 25: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

That was our Eureka! moment

Page 26: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

What is storytelling?

‘Storytelling’ is the construction of a desirable future based on a narrative of past events, with a plot that expresses

some causal relationship To read more: Rotmann et al (2015). Once Upon a

Time… How to tell an energy efficiency story that ‘sticks’. ECEEE Summer study proceedings

And ERSS Special Edition on Storytelling & Narratives

Page 27: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Stories are:

• Universal• Help us process information• Providing multiple perspectives• Subjective, not one truth• Aid recall• Shape identity• Make connections

Page 28: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

The art and scientific methodology of storytelling

Narratives = social science tool aimed at providing way to explore how big events (policies) impact on small scale (individuals)

Allow for quick, practical and useful understanding of complexity of interconnected factors in behaviour research

We all turn everything into a narrative in order to remember it

Page 29: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

We’re all expert story tellers

Page 30: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Understanding country contexts in form of stories

Page 31: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Different energy efficiency stories

Page 32: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Different energy efficiency stories

Page 33: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Different energy efficiency stories

Page 34: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

So… what’s the moral of the story of Task 24?

• There is no silver bullet anywhere but the potential remains huge• Homo economicus doesn’t exist (in energy humans)• Habits are the most difficult thing to break, though it’s easiest

during moments of change• There is no such thing as individual energy use• We need to look at whole-system, societal change• This can’t be done in isolation by one sector - collaboration is key• Everyone has a piece of the puzzle but we can’t see the whole

picture yet• We need a shared learning and collaboration platform that works• We also need a shared language based on narratives

è It’s all about the people!

Page 35: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

IEA DSM Task 24 Phase II

Helping the Behaviour Changers

Page 36: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

The Subtasks of Phase II

5 – Expert Platform (upgraded)

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 Measures’

10 – Telling an Overarching Story ‘The Story”

Page 37: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Task 24 – Phase IIHow it all fits together

What?Subtask 6

‘The Issues’

Who?Subtask 7

‘The People’

How?Subtask 8‘The Tools’

Why?Subtask 9

‘The Measure’

So what?Subtask 10‘The Story’

Subtask 1

Subtask 2

Subtask 4 Subtask 5

Subtask 1

Subtask 4 Subtask 3

Page 38: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Task 24 Phase IIThe Energy System

How does it look like now?

Page 39: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

The way we currently look at the Energy System

Page 5

We pose that a better understanding of the human aspect of energy use, including behavioural and societal drivers and barriers and external and internal contexts, will greatly improve the uptake of energy efficiency and DSM policies and programmes. This is not at all to say that technology, market and business models and energy supply are not hugely important aspects of the Energy System. Instead, we pose that the Energy System begins and ends with the human need for the services derived from energy (warmth, comfort, entertainment, mobility, hygiene, safety etc) and that behavioural interventions using technology, market and business models and changes to supply and delivery of energy are the all-important means to that end. Below we will elaborate on a different ‘model of understanding’ (based on work from Task 24 to date) of the energy system and its actors that offers a pragmatic approach for how we propose to further improve the co-creation of knowledge, learning, sharing and translation into practice among practitioners in the energy field. The way the Energy System is currently established (see Figure 1), does not easily permit such a whole-system view which puts human needs, behaviours and (ir)rationalities at the center of interventions geared at system change. Instead, if we look at the Energy System through the human lens (Figure 2), we can see that it isn’t necessarily this top-down/left-right linear realtionship starting with supply and ending with the end user, but rather a circular relationship which actually starts with the end user need for an energy service (click here for a short video presentation explaining this in more detail).

Figure 1. Current, linear way of looking at the energy system (starting with supply)

eetd.lbl.gov

TOP

DOWN

SUPPLY ! TRANSMISSION & DISTRIBUTION ! TECHNOLOGY ! USER

Page 40: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Another way we could look at the Energy System

Page 41: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Another way we could look at the Energy System

Page 42: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Task 24 view of the Energy System

We pose that the Energy System begins and ends with the human need for the services derived from energy (warmth, comfort, entertainment, mobility, hygiene, safety etc) and that behavioural interventions using technology, market and business models and changes to supply and delivery of energy are the all-important means to that end.

Page 43: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Task 24 Phase IIThe Collective Impact Approach

Methodoloy of the Behaviour Changer

Framework

Page 44: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

A model for collaboration

Collective impact = the commitment of a group of important actors from different sectors to a common agenda for solving a specific social problem.

Page 45: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Task 24 Phase IISubtask 6 – Understanding the Behaviour Changers’ Practices and Priorities “The Issues”

Deciding on the issues to focus on for Canada

Page 46: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What are the Top DSM Issues here?

Top DSM Issues: • Is there a national list of DSM issues?• What are the biggest behavioural potentials?• What DSM policies and programmes are already tackling these issues and how?• What are their approximate contribution to the country’s load management (economic, technical,

political and societal potentials)?• What are the risks and multiple benefits of each?

Page 47: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What are the potentials, risks and (multiple) benefits for the Top DSM Issues?

Technical potential

Economic Potential

Social Potential

Political (actual)

potential

Page 48: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What are the potentials, risks and (multiple) benefits for the Top DSM Issues?

Technical potential

Economic Potential

Social Potential

Political (actual)

potential

RISKS?

RISKS?

RISKS?

RISKS?

Page 49: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Multiple Benefits?

What are the potentials, risks and (multiple) benefits for the Top DSM Issues?

Technical potential

Economic Potential

Social Potential

Political (actual)

potential

RISKS?

RISKS?

RISKS?

RISKS?

Multiple Benefits?

Multiple Benefits?

Page 50: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Who is the End User whose behaviour we are trying to change?

Page 5

We pose that a better understanding of the human aspect of energy use, including behavioural and societal drivers and barriers and external and internal contexts, will greatly improve the uptake of energy efficiency and DSM policies and programmes. This is not at all to say that technology, market and business models and energy supply are not hugely important aspects of the Energy System. Instead, we pose that the Energy System begins and ends with the human need for the services derived from energy (warmth, comfort, entertainment, mobility, hygiene, safety etc) and that behavioural interventions using technology, market and business models and changes to supply and delivery of energy are the all-important means to that end. Below we will elaborate on a different ‘model of understanding’ (based on work from Task 24 to date) of the energy system and its actors that offers a pragmatic approach for how we propose to further improve the co-creation of knowledge, learning, sharing and translation into practice among practitioners in the energy field. The way the Energy System is currently established (see Figure 1), does not easily permit such a whole-system view which puts human needs, behaviours and (ir)rationalities at the center of interventions geared at system change. Instead, if we look at the Energy System through the human lens (Figure 2), we can see that it isn’t necessarily this top-down/left-right linear realtionship starting with supply and ending with the end user, but rather a circular relationship which actually starts with the end user need for an energy service (click here for a short video presentation explaining this in more detail).

Figure 1. Current, linear way of looking at the energy system (starting with supply)

eetd.lbl.gov

TOP

DOWN

SUPPLY ! TRANSMISSION & DISTRIBUTION ! TECHNOLOGY ! USER

Page 51: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Who is the End User whose behaviour we are trying to change?

Tenants? In single homes or apartment buildings?Home owners? (single or apartment)Office workers in a large commercial building?Retail workers in smaller retail buildings?Landlords? Private or large-scale? Social housing? Commercial?Building Management Operators? Office or e.g. hospitals?Smart meter/feedback/EE technology installers or developers?Drivers? Truck or private vehicle? Behaviour or Mode Switching?Freight companies? Behaviour or technology switching?SMEs? Which sector? CEOs or energy managers/CFOs?Who else could it be?

Page 5

We pose that a better understanding of the human aspect of energy use, including behavioural and societal drivers and barriers and external and internal contexts, will greatly improve the uptake of energy efficiency and DSM policies and programmes. This is not at all to say that technology, market and business models and energy supply are not hugely important aspects of the Energy System. Instead, we pose that the Energy System begins and ends with the human need for the services derived from energy (warmth, comfort, entertainment, mobility, hygiene, safety etc) and that behavioural interventions using technology, market and business models and changes to supply and delivery of energy are the all-important means to that end. Below we will elaborate on a different ‘model of understanding’ (based on work from Task 24 to date) of the energy system and its actors that offers a pragmatic approach for how we propose to further improve the co-creation of knowledge, learning, sharing and translation into practice among practitioners in the energy field. The way the Energy System is currently established (see Figure 1), does not easily permit such a whole-system view which puts human needs, behaviours and (ir)rationalities at the center of interventions geared at system change. Instead, if we look at the Energy System through the human lens (Figure 2), we can see that it isn’t necessarily this top-down/left-right linear realtionship starting with supply and ending with the end user, but rather a circular relationship which actually starts with the end user need for an energy service (click here for a short video presentation explaining this in more detail).

Figure 1. Current, linear way of looking at the energy system (starting with supply)

eetd.lbl.gov

TOP

DOWN

SUPPLY ! TRANSMISSION & DISTRIBUTION ! TECHNOLOGY ! USER

Page 52: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What behaviour are we actually trying to change?

Page 53: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

What behaviour are we actually trying to change?

Home owners: Share PV with your neighbourhood (NZ)Commercial building tenants and landlords: co-develop green leases that work (SE)Restaurant owners/SMEs: close doors, turn off burners, lights etc (Fort Collins)Building Management Operators in Hospitals: how to better document and communicate EE (CA)Energy companies: Go all the way with energy efficiency regulations, not just the easy route (AT)ICT in Universities: What are the low-hanging fruit? How can we deliver big savings easily? (NL)Residential retrofits: Training Middle Actors in communities (IE)

Page 54: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Task 24 Phase IISubtask 7 - The Behaviour Changer Framework “The People”

A new way of visualising the energy system

Page 55: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Who are the RIGHT Behaviour Changers to collaborate on our issue/behaviour?

Government – which level, agency, person/s?

Industry – which sector, organisation, person/s?

Researchers – which discipline, University, person/s?

The Third Sector – which sector, association, person/s?

Intermediaries – which sector, company, person/s?

Page 56: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Understanding the Behaviour Changers’ unique stories

Page 57: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

Understanding the Behaviour Changers’ unique stories

Page 58: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Page 59: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Page 60: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Page 61: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Page 62: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

The Story of Task 24 – continued…

Page 63: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

If there is ONE THING to take home from this:

Page 64: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

If there is ONE THING to take home from this:

IT’S ALL ABOUT THE PEOPLE!

Page 65: Sea Rotmann “Helping the Behaviour Changers – or how to create systemic change. “

For more information, visit www.ieadsm.org

Thank you very much for your attention!

Any comments or questions?

[email protected]