5.5 - Monitoring and governance of the transition plan
How to monitor and govern the indicators?
To ensure you have a Transition Plan that meets the organisation's needs, it is essential to monitor it throughout its implementation. Monitoring aims to ensure that actions align with the emissions reduction objectives expected by the organisation. This monitoring shall be periodic and will be based on significance; some categories will be monitored more regularly than others (categories concerned by the transition plan and "at risk" categories).
Each action of the transition plan is associated with various indicators, allowing evaluation of their implementation, analysis of their progress and the evolution of the emissions associated with them, that is to say their performance. Three categories of indicators are distinguished:
Implementation indicators
This type of indicator signals the status of the concerned action:
Are the prerequisites achieved?
Have preliminary actions been put in place?
Are the stakeholders involved in implementing the actions engaged?
Is the action planned? launched? ongoing? completed?
☑️ [Examples of implementation indicator] Suppose an action to raise awareness among an organisation's employees via a Bilan Carbone® Collage. In this context, implementation indicators may be: "Facilitators are identified and called upon", "Intervention dates are set", "Organisation employees are notified."
Monitoring indicators
Monitoring indicators focus on the activity data concerned by the actions of the transition plan. They characterise the action's progress by providing intermediate results. They are often expressed as percentages.
☑️ [Examples of monitoring indicator] Suppose an action to raise awareness among an organisation's employees via a Bilan Carbone® Collage. In this context, monitoring indicators may be: "Percentage of all employees having participated in a collage", "Number of sessions carried out."
Performance indicator
A performance indicator demonstrates improvement in terms of impact on carbon that the organisation observes since the implementation of an action, and thus the effectiveness of the action.
The performance indicator implies recalculating certain significant emissions of the organisation (in tCO2e). These indicators therefore mainly concern Intermediate and Advanced levels.
☑️ [Examples of performance indicator] Suppose an action to raise awareness among an organisation's employees via a Bilan Carbone® Collage. In this context, performance indicators may be: "Tonnes of CO2e/FTE of the organisation's internal/direct emissions". It is worth noting that this performance indicator is not specific to the Collage action, but it is still relevant to monitor. If emissions decrease, the workshop may have been beneficial. If emissions increase, it is insufficient.
Requirements relating to indicators
Here are the different requirements and recommendations, for each of the maturity levels :
Beginner level: criterion S1
Implementation indicators for actions as well as monitoring indicators shall be set up when writing the action sheets. The use of a monitoring system, such as a dashboard, is recommended but not mandatory.
Where actions are monitored, monitoring shall be done internally.
Monitoring significant emissions (to provide performance indicators) between each renewal of the Bilan Carbone® is not imposed, but is recommended.
Intermediate level: criterion S2
Implementation and monitoring indicators for actions are mandatory. In addition, performance indicators shall be used to track the most significant emissions.
The monitoring of the transition plan shall be carried out at each renewal; however, it is recommended to do it annually (at least for the most significant actions). It is carried out internally and using a monitoring system such as a dashboard. The monitoring system thus allows understanding of evolutions, notably regarding reduction performance (tracking the most significant emissions).
Furthermore, unfinished actions from previous transition plans shall be included in new ones to ensure continuity.
The interpretation of results may be done logically by integrating external factors into their analysis (for example lower heating use due to a milder winter).
Advanced level: criterion S3
Implementation and monitoring indicators are mandatory. The organisation also organises the monitoring of performance indicators, which involve tracking significant emissions.
They allow tracking the effects of the transition plan and the progress of actions.
Indicators shall be monitored annually, but it is recommended to do so semi-annually. Monitoring shall be done internally. A dashboard-type system is used.
The interpretation of results may be done logically by integrating external factors into their analysis (for example lower heating use due to a milder winter).
The monitoring of the transition plan is embedded in the organisation's overall strategy and is reported periodically to management, at minimum annually. Performance indicators (emissions in tCO2e) monitored by management are the organisation's KPIs (Key Performance Indicators).
Monitoring system
A monitoring system, such as a dashboard to track actions of the transition plan and the indicators, is periodically filled in internally by the project lead of the Bilan Carbone® for organisations at Intermediate and Advanced maturity levels. It enables easier tracking of indicators associated with actions. A tool is provided by the Association for Low Carbon Transition as a resource. This does not dictate mandatory modalities for discussions around monitoring; these are at the organisation's discretion.
This tool also allows the recalculation of significant emissions, which serve as performance indicators for the transition plan.
The Bilan Carbone® method recommends, via this monitoring system, toautomate the tracking of actual physical data, particularly those responsible for significant emissions. This notably allows focusing on data analysis, annual monitoring, the valorisation of actions implemented, their reorientation if needed, among other things, rather than on data collection.
All information on the operational boundary is documented and Do you have a comprehension question?Consult the FAQ . The method is living and therefore likely to evolve (clarifications, additions): find the.
Last updated