ESCO Professional Training Program

SPESCO 101: Strategic Planning for ESCO Professionals

Learning outcomes (what the learners are expected to learn)

Strategic Planning. Students will become proficient in the charrette participatory planning process. The Student will learn how to assemble an interdisciplinary team to assist facility managers and owners to define their vision for an EERE strategy and then help to memorialize energy conservation measures (ECMs) for Project Development activities and scheduling.

The following statements set measurable objects and expectations for what Students should learn and be able to perform upon attaining certification or credentials.

The Student is expected to perform the following learning activities.

  • Strategic Planning. 
    • Assembling an interdisciplinary team.
    • Identifying energy conservation measures (ECMs).
    • Interviewing a decision maker for goals and objectives.
    • Developing a Project Development schedule.


I. Strategic Planning (Prev Lesson)
(Next Lesson) II. Project Development
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Patrick A. Weller, LEED AP
Role : CEJA Jobs Training Program Director
  • Website :
  • Experience : 25+ years California energy market
  • Specialist in : Energy efficiency, demand response programs, and renewable energy and onsite power generation
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