5.5 - Monitoring and steering of the transition plan
How to monitor and manage the indicators?
To ensure there is 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 emission reduction objectives expected by the organisation. This monitoring shall be periodic and will be based on significance; some categories will be monitored more frequently 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 their performance. Three categories of indicators are distinguished:
Implementation indicators
This type of indicator signals the status of the action concerned:
Have the prerequisites been met?
Have the preliminary actions been put in place?
Are the stakeholders involved in implementing the actions engaged?
Is the action planned? launched? ongoing? finalised?
☑️ [Examples of implementation indicators] Suppose an awareness-raising action for an organisation's employees, via a Bilan Carbone® Collage. In this context, implementation indicators may be: "Facilitators are identified and contacted", "Intervention dates are set", "Organisation employees 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 interim results. They are often expressed as percentages.
☑️ [Examples of monitoring indicators] Suppose an awareness-raising action for an organisation's employees, via a Bilan Carbone® Collage. In this context, monitoring indicators may be: "Percentage of all employees who participated in a Collage", "Number of sessions conducted".
Performance indicator
A performance indicator attests to the 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 the Intermediate and Advanced levels.
☑️ [Examples of performance indicators] Suppose an awareness-raising action for 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 noteworthy that this performance indicator is not specific to the Collage action, but is still relevant to monitor. If emissions decrease, the workshop may have been beneficial. If emissions increase, it means it was 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 are established when drafting action sheets. The use of a monitoring system, such as a dashboard, is recommended but not mandatory.
If the actions are monitored, the monitoring shall be carried out 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. In addition, 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 of the type dashboard. The monitoring system thus enables understanding of trends, notably on reduction performance (tracking the most significant emissions).
Moreover, unfinished actions from previous transition plans shall be integrated into new ones to ensure continuity.
The interpretation of results can logically be done by incorporating external factors into their analysis (for example a lower use of heating 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 enable monitoring of the effects of the transition plan and the progress of actions.
Indicator monitoring shall be carried out annually, but it is recommended to do so semi-annually. It shall be done internally. A dashboard-type system is used.
The interpretation of results can logically be done by incorporating external factors into their analysis (for example a lower use of heating 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) followed by management are the organisation's KPIs (Key Performance Indicators).
Monitoring system
A monitoring system, such as a dashboard to track the transition plan's actions and the indicators, is completed periodically internally by the Bilan Carbone® project lead for organisations at Intermediate and Advanced maturity levels. It enables facilitated monitoring of the indicators associated with 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 enables 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, in particular those responsible for significant emissions. This notably allows focus on data analysis, annual monitoring, valuation of implemented actions, their reorientation if necessary, among other things, rather than on data collection.
Do you have a comprehension question? Consult the FAQ. The method is living and therefore likely to evolve (clarifications, additions): find the track of changes here.
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