5.5 - Monitoring and management of the transition plan

How to monitor and manage the indicators?

Source: Freepik

To ensure having a Transition Plan that meets the organisation's needs, it is essential to monitor it throughout its implementation. The monitoring aims to ensure that actions are aligned 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 in the Transition Plan is associated with various indicators, enabling assessment 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 action concerned:

• Are the prerequisites met?

• Have the preliminary actions been put in place?

• Are the stakeholders involved in implementing the actions engaged?

• Is the action scheduled? launched? underway? completed?

☑️ [Examples of implementation indicators] Suppose an awareness-raising action for an organisation's staff, via a Bilan Carbone® Collage. In this context, implementation indicators may be the following: "Facilitators are identified and contacted", "Intervention dates are set", "The organisation's staff are informed".

Monitoring indicators

Monitoring indicators focus on the activity data concerned by the actions of the Transition Plan. They characterise the progress of the action by providing intermediate results. They are often expressed as percentages.

☑️ [Examples of monitoring indicators] Suppose an awareness-raising action for an organisation's staff, via a Bilan Carbone® Collage. In this context, monitoring indicators may be the following: "Percentage of all staff who participated in a Collage", "Number of sessions conducted".

Performance indicator

A performance indicator demonstrates the improvement in terms of impact on carbon that the organisation observes since the implementation of an action, and therefore the effectiveness of the action.

The performance indicator implies recalculating certain significant emissions of the organisation (in tCO2e). These indicators therefore mainly concern the Intermediate and Advanced levels.

☑️ [Examples of performance indicators] Suppose an awareness-raising action for an organisation's staff, via a Bilan Carbone® Collage. In this context, performance indicators may be the following: "Tonnes of CO2e/FTE of the organisation's internal/direct emissions". It is interesting to note 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 means it is insufficient.

Requirements related 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 are put in place when writing the action sheets. The use of a monitoring system, such as a dashboard, is recommended but not mandatory.

Where actions are monitored, the monitoring shall be conducted internally.

Monitoring of significant emissions (to provide performance indicators) between each renewal of the Bilan Carbone® is not required, but is recommended.

Intermediate level: criterion S2

Implementation and monitoring indicators for actions are mandatory. Furthermore, performance indicators allow tracking the most significant emissions.

Monitoring of the Transition Plan shall be carried out at each renewal; however it is recommended to do so 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 apprehending trends, notably regarding the performance of the reduction (monitoring of the most significant emissions).

In addition, unfinished actions from previous Transition Plans shall be included in new ones to ensure continuity.

The interpretation of results may be carried out logically by incorporating 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 following 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 carried out internally. A dashboard-type system is used.

The interpretation of results may be carried out logically by incorporating external factors into their analysis (for example lower heating use due to a milder winter).

Monitoring of the Transition Plan is embedded in the organisation's overall strategy and is reported periodically to management, at least annually. The 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 the actions of the Transition Plan and the indicators, is periodically completed internally by the project lead for Bilan Carbone® in organisations at Intermediate and Advanced maturity levels. It enables easier tracking of the indicators associated with the actions. A tool is offered by the ABC as a resource. This does not imply prescribed 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 of the transition plan.

The Bilan Carbone® method recommends, via this monitoring system, toautomate the monitoring of actual physical data, particularly those responsible for significant emissions. This notably allows focusing on data analysis, annual monitoring, valorisation of implemented actions, their reorientation if necessary, among other things, rather than on data collection.

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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.