Strategic Planning

• Low-carbon and decarbonization roadmaps for organizations, portfolios, and building stock — including the sequencing and investment decisions that make a target credible.

• Market sizing, forecasting, and opportunity assessment for energy efficiency and electrification.

• Demand-side management portfolio strategy: measure screening, cost-effectiveness testing, and savings potential studies, comparable to the integrated planning and demand management work done at larger firms.

• Business case development, pursuit strategy, and go-to-market planning for new programs, products, and service lines.

• Resource and technology assessments — equipment, and building systems evaluated on real-world performance.

Project Management

• End-to-end delivery of studies, pilots, and program launches: scope, schedule, budget, risk register, and work plan.

• Program and pilot design, from measure definition and incentive structures through to participant journey and delivery model.

• Procurement support — RFP and RFQ development, evaluation criteria, bid review, and vendor selection.

• Technical documentation that teams actually use: specifications, scopes of work, operating procedures, and safety and quality documentation.

• Subcontractor and multi-party coordination, including engineering, field, and evaluation partners.

Regulatory Support

• Regulatory filing and application support: evidence preparation, savings claims, and cost-effectiveness documentation.

• Response to information requests, interrogatories, and reviewer questions.

• Policy and code analysis — translating building codes, standards, and efficiency regulations into practical compliance and product implications.

• Program performance reporting, measurement and verification alignment, and audit-ready record keeping.

• Independent review of methodology and assumptions before your work goes in front of a regulator.

Industry Engagement

• Stakeholder and industry consultation: design, facilitation, and synthesis of workshops, advisory groups, and roundtables.

• Market actor research — contractors, distributors, manufacturers, and installers — to understand what will actually get adopted in the field.

• Trade ally and workforce engagement, including training needs assessment and capacity building for home performance and building decarbonization.

• Just transition and community impact considerations built into program and policy design.

• Presentations, briefings, and plain-language communications that move technical findings to decision-makers.

Program Governance and PMO

• PMO design and stand-up: charter, operating model, decision rights, and stage-gate frameworks scaled to your portfolio.

• Standardized templates and intake processes — business cases, work plans, risk registers, and prioritization criteria so new requests are scored against capacity and strategy.

• Portfolio dashboards and governance reporting that give executives one clear view of schedule, spend, risk, and cross-project dependencies.

• Configuration of the tools you already own — SharePoint, Microsoft 365, Excel, Salesforce — plus document control and records practices that hold up under audit.

• Ongoing PMO maintenance: fractional support through peak delivery, coaching for project leads, periodic health checks, and knowledge transfer so the office runs without us.