CITY OF RALEIGH’S CLIMATE / ENERGY ACTION PLAN
TECHNICAL DOCUMENTATION – VOLUME ONE: PROJECT REPORT
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6.1
First Finance Team Workshop
The goals of the first Finance TeamWorkshop were:
Chartering and project process:
o
Become familiar with one another
o
Review the project goals established during the Project Chartering Workshop
o
Review the project process
o
Review the Project Team Charter
o
Validate TeamMembers, define roles and responsibilities, charter the Team
Members, and sign the Team Charter
o
Agree on critical success factors
o
Agree on expectations of the Team, outcomes and deliverables to be produced
o
Agree on project schedule
Discuss financial evaluation metrics and analysis methods that would be applied to
development of the CEAP
Discuss potential business models for project financing
Capture Team’s ideas about future projects, activities and strategies that could help
further increase operation and energy efficiency, and reduce carbon emissions
Although most of the Finance TeamMembers had attended the CharteringWorkshop and
were familiar with the chartering process and the final Project Team Charter, the chartering
process was reviewed to ensure all TeamMembers understood the significance and were
willing to sign the individual Team Charter.
6.1.1
Facilitated Exercise
Following the Team chartering, the Team Members actively participated in a facilitated
exercise designed to encourage the free-flowing exchange of ideas among the Team
Members and to capture all thoughts and ideas without any constraints. The goal of the
exercise was to capture the:
Kind of data need to be provided by the other Interdepartmental Teams – especially
by the Strategy Teams – for the Finance Team to do its work
Level of data detail is expected to be provided by the other Teams or developed by
this Team in order to make planning level decisions
Assumptions that are typically seen that can lead to errors in financial analyses
Past and current perspectives on investment returns and the view for the future
6.1.2
Other Information
Discussions at the workshop also highlighted these important findings:
The City does not use common metrics and Departments evaluate costs differently
from each other