Navigating modern challenges in program launches

Launching a new energy program today requires careful planning, agility and strong partnerships to succeed. Utility leaders face increasingly sophisticated challenges as they work to balance stakeholder expectations, integrate new technologies and achieve strategic goals. In our Program Startup and Launch session at the 2024 CLEAResult Energy Forum, our experts shared practical strategies to overcome these complexities and deliver successful program launches. By applying these insights, utility professionals can enhance their own processes and improve program outcomes.

Panelists:

• Reema Vashi, Operations Director at CLEAResult
• Marc Bigby, Program Portfolio Manager at CLEAResult
• Marshall Johnson, Sr. Program Manager at Energy Trust of Oregon
• Bobby Robertson, President and CEO at Client Confidant

Adapting to modern launch complexities

Program launches have evolved significantly over the decades. They now require advanced technology tools, detailed customer-centric designs, and a focus on sustainability and decarbonization. Reema Vashi encouraged utility leaders to build frameworks that support quick reactions and adaptations to changing market conditions. She compared early program launches in the 1970s and 1980s to simple house parties. By the 1990s, launches became more complex, resembling themed events with more planning. Today, program launches feel like organizing a large-scale event with multiple components and diverse stakeholder needs. Utility leaders must stay prepared and implement effective project management strategies to succeed.

Encouraging open communication and teamwork

One panelist emphasized the importance of open communication and teamwork across departments. He recommended involving the right people early to align on goals and clarify roles and responsibilities. Shared tracking systems and regular communication keep teams accountable and reduce confusion throughout the launch process.

When the session audience was polled on their most common challenge with program launches, lack of time was the overwhelming top answer. Time management and planning are critical to program success, as rushed launches often lead to mistakes. Setting realistic timeframes, accounting for variability and including extra time for problem-solving help utilities anticipate roadblocks and ensure smoother launches.

Developing strong vendor partnerships

Utility leaders need to establish strong partnerships with vendors and implementation partners to ensure successful program launches. Clear communication and shared goals create smoother transitions, particularly for new or complex programs. Providing extra support to new vendors helps them understand program expectations, keeping everyone aligned and minimizing confusion. Early-stage discussions set the foundation for trust and transparency, which allows utilities and vendors to navigate challenges more effectively and deliver better results.

Overcoming common launch challenges

The panelists shared their strategies for tackling common challenges faced during program launches. They agreed that setting clear expectations and applying strong project management practices are essential for keeping programs on track when scope changes or unexpected issues arise. Early collaboration during the contracting phase can prevent misunderstandings later on. Bobby Robertson highlighted the need for clarity around scope, timelines and desired outcomes to avoid surprises and ensure smooth implementation. With a structured approach and transparent communication, utilities can navigate even the most complex launches with confidence.

Key takeaways

• Establish clear communication channels and shared tracking systems. Bring the right stakeholders together early, align on expectations, and use tracking systems to hold everyone accountable and keep the launch on track.
• Plan with flexibility in your timelines. Build extra time into your plans to address potential roadblocks and adapt to changes without sacrificing quality or rushing critical stages.
• Build strong vendor partnerships through early and ongoing collaboration. Invest time in building trust and establishing shared goals to create a supportive environment where vendors and implementers can thrive.

• Use a structured launch process. Apply standardized frameworks, such as stage-gate processes, to provide a clear path forward, reduce risk and increase program success.
   

   

Check out more lessons learned from our 2024 CLEAResult Energy Forum conference.