Planning Process

The first two steps, “Define Portfolio Program Vision” and “Establish Sustainability Roles and Responsibilities” may only need to be completed once and updated as needed. The remaining four steps form a continuous loop throughout which program results help to inform portfolio targets and strategies on a regular (likely annual) basis. A functional sustainability program should contain all six steps and be maintained over time to effectively drive deep energy, water or greenhouse gas (GHG) savings while also balancing financial and operational goals.



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