BP02: Annual Sustainability Planning

Official language

Once per year, in advance of budgeting activities, convene a meeting of key stakeholders to review sustainability related goals, objectives, activities, and outcomes. Consider initiatives that require continued or new funding, and incorporate them into budget planning.

Implementation Requirements

  1. Gather content that documents the previous year’s activities and outcomes:
    1. Compile and review previously conducted audit reports, established standard operating procedures (SOPs), and other relevant documents, and consolidate information about any yet-to-be-implemented measures that were recommended for consideration.
    2. Develop performance data reports that show performance data over time, with year-over-year analysis, and comparison to established baselines and performance targets.
  2. Prepare a briefing of the previous year’s initiatives and achievements relative to performance goals and program objectives, and lessons learned. This can be a short memo or presentation that conveys the key elements of the Annual Progress Report.
  3. Conduct the Annual Sustainability Planning Meeting
    1. Meeting attendees should include: decision-makers, those driving the sustainability and performance improvement strategy at the building, property/facility management and engineering personnel, and in some cases vendor representatives who can lend insight into best practices and other opportunities.
    2. It is recommended the personnel driving the sustainability and performance improvement strategy at the building come prepared with a set of options and recommendations for goals and initiatives to adopt for the coming year. Presenting information about the work of peer buildings or companies can be useful, as well as conveying information about how the recommended goals and initiatives support the core business objectives of stakeholders. Obtaining bids with costs and payback estimates for projects of interest may be useful as well.
    3. Remember to celebrate the achievements to-date, and acknowledge the individuals who contributed to those achievements.
    4. The outcome of the meeting should be consensus and clarity on the initiatives and goals that will be pursued in the coming year, understanding of the associated budgeting implications, and a delineation of next steps and responsible parties.

Submittal Requirements

  • Summary report from the Annual Sustainability Planning Meeting, including date, names of meeting attendees, final status of previous year initiatives, and a summary of building performance goals and planned initiatives for the current year.
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BIT User’s viewpoint

Frequently asked questions

Online resources

Implementation toolkit

Once per year, in advance of budgeting activities, convene a meeting of key stakeholders to review sustainability related goals, objectives, activities, and outcomes. Consider initiatives that require continued or new funding, and incorporate them into budget planning.

Implementation Requirements

  1. Gather content that documents the previous year’s activities and outcomes:
    1. Compile and review previously conducted audit reports, established standard operating procedures (SOPs), and other relevant documents, and consolidate information about any yet-to-be-implemented measures that were recommended for consideration.
    2. Develop performance data reports that show performance data over time, with year-over-year analysis, and comparison to established baselines and performance targets.
  2. Prepare a briefing of the previous year’s initiatives and achievements relative to performance goals and program objectives, and lessons learned. This can be a short memo or presentation that conveys the key elements of the Annual Progress Report.
  3. Conduct the Annual Sustainability Planning Meeting
    1. Meeting attendees should include: decision-makers, those driving the sustainability and performance improvement strategy at the building, property/facility management and engineering personnel, and in some cases vendor representatives who can lend insight into best practices and other opportunities.
    2. It is recommended the personnel driving the sustainability and performance improvement strategy at the building come prepared with a set of options and recommendations for goals and initiatives to adopt for the coming year. Presenting information about the work of peer buildings or companies can be useful, as well as conveying information about how the recommended goals and initiatives support the core business objectives of stakeholders. Obtaining bids with costs and payback estimates for projects of interest may be useful as well.
    3. Remember to celebrate the achievements to-date, and acknowledge the individuals who contributed to those achievements.
    4. The outcome of the meeting should be consensus and clarity on the initiatives and goals that will be pursued in the coming year, understanding of the associated budgeting implications, and a delineation of next steps and responsible parties.

Submittal Requirements

  • Summary report from the Annual Sustainability Planning Meeting, including date, names of meeting attendees, final status of previous year initiatives, and a summary of building performance goals and planned initiatives for the current year.

BIT User expert

Leanna McKeon


Senior Energy Analyst

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