The goal of the kickoff phase is to set the team up for success. In this early stage, project teams should come to consensus on the following:
A critical outcome of this phase is building trust through shared goals and open, honest dialog about the building’s current state and what the building owner hopes to achieve through the project. In addition to building consensus and understanding with external consultants and service providers, aligning goals across the building owner's various internal divisions is a necessity. Senior management must set a tone that celebrates opportunities for continued improvement across finance, asset management, operations, and on-site staff.
At the end of this phase the team should have a clear understanding of goals, a well-defined workplan with key milestones, clear roles and the beginning of a trust-based relationship that will support creative problem solving.
Build the Team, Set Goals and Timeline
To set the project up for success, a point-person from the building should be identified. This person will be responsible for setting expectations with the consultant team, communicating with leadership within the real estate organization, and working with the building operations team to support data collection activities.
During the kickoff phase, activities include:
Deliverables from this phase can take many forms, including kickoff meeting presentation slides and notes, a formal workplan, a Gantt chart, or some other means of communicating the key project objectives and milestones. The team is now ready to dive into the deep energy retrofit.