Observe workplace energy use—without adjusting equipment
Fictional example: Northstar Works uses this walkthrough on an office floor to help facilities colleagues and employee volunteers notice and document visible conditions. The exercise is observational only: participants do not touch, adjust, open, or troubleshoot equipment.
A 45-minute walkthrough agenda
Illustrative workshop timings—not a measured standard. The facilitator can adapt the pace to the approved local scope.
| Time | Activity | What the group does |
|---|---|---|
| 0–5 min | Orient | Confirm the area in scope, observation-only boundary, and how findings will be handed off. |
| 5–25 min | Observe | Walk the agreed route; note visible conditions in shared spaces without interrupting work. |
| 25–35 min | Compare notes | Separate direct observations from questions or assumptions; clarify where and when each was noticed. |
| 35–45 min | Route findings | Send routine observations to the facilities owner through the established local handoff; use the organization's urgent-issue route for an immediate concern. |
Prompts for what to observe
Record what is visible and the context. Do not infer a cause, savings, or equipment fault from appearance alone.
- Lighting and daylight Note which lights appear on or off, the area, and whether daylight is present.
- Occupied and unoccupied spaces Record whether a room or area appeared occupied during the pass and what visible conditions you noticed.
- Visible controls Note the presence and location of visible controls only. Do not operate or test them.
- Equipment left on If equipment is visibly on, record its location and the time observed. Do not switch it off or investigate its settings.
Write evidence, not conclusions
A useful note makes the place, time, and visible condition clear enough for the facilities team to assess.
East meeting pod; appeared empty during the pass; lights visibly on; observed at 10:20. Route to the facilities team to assess.
- Location: East meeting pod
- Context and time: appeared empty during the pass, 10:20
- Observation and handoff: lights visibly on; facilities team to assess
“The lights waste energy because the controls are broken” asserts a cause that the walkthrough did not establish.
- Record “lights visibly on” rather than diagnosing a fault.
- Do not estimate energy use or savings from a visual observation.
- Leave assessment and any follow-up to the facilities owner.
Choose the appropriate handoff
Facilities and Sustainability is the proposed content owner for this example; local ownership and routes depend on the facility's operating arrangements.
Routine observation
- Keep the note factual.
- Include enough context to identify the area.
- Do not present the observation as a confirmed fault.
Immediate concern
- Do not investigate or adjust equipment.
- Use the applicable local process rather than waiting for routine walkthrough notes.
- Resume only when it is appropriate under that process.