Process of Undertaking a Successful Energy Audit

This course is for those undertaking energy audits of commercial and industrial facilities (it is not a course for home energy audits), in any country.

$299.00Add to cart

Buy Now

30-Day Money-Back Guarantee

This course includes :


Downloadable handouts

Certificate of competency

Engaging video

What you’ll learn

  • A comprehensive process for successfully undertaking an energy audit
  • What you need to do before the audit to keep everyone happy
  • Six principles for a successful audit.
  • A thorough process that can be used to deliver an Investment Grade Audit (IGA) or Detailed Feasibility Study (DFS)
  • How to ensure that your estimates of savings are realistic
  • How to present your findings in a way that maximizes the chance your recommendations will be implemented


Energy Efficiency is recognized by the International Energy Agency as being the first fuel. Energy audits can play a key role in ensuring that investments to  improve the efficiency of existing facilities are effective. And around the world governments encourage, support and mandate the undertaking of energy audits.

Yet, unfortunately, many audits are not undertaken successfully. In fact an evaluation of several hundred energy audits of commercial and industrial facilities, undertaken in recent years in Victoria, Australia, found that roughly only 50% of the audits were successful. 

In this course you’ll learn a comprehensive process for successfully undertaking an energy audit. This process can be applied to deliver an Investment Grade Audit (IGA) or Detailed Feasibility Study (DFS).

Who this course is for

This course is for those undertaking energy audits of commercial and industrial facilities (it is not a course for home energy audits), in any country. It has been developed for anyone who already undertakes energy audits, or for someone who already undertakes energy audits. 

If you are already an energy auditor, this course is for you if any of the following apply:

Implementation rates of your recommendations are low.

You are not following a systematic process for identifying savings opportunities.

You feel your energy audit reports are sometimes simply expensive paper weights.

You consistently struggle to identify opportunities that can deliver large energy savings.

Customers are angry for you because savings haven’t been nearly as much as you estimated.

If you are new to energy auditing, or have only done a few audits, undertaking this course should save you a great deal of effort and learning by trial and error.

Energy Audits
Energy Audit Process Training

Why and how this course has been developed

This course has been developed because far too many energy audits have low implementation rates, many audits fail to thoroughly investigate all savings opportunities, and because costs and savings are sometimes poorly estimated.

You’ll be taught by an energy auditor who has undertaken energy audits, including IGAs/DFSs  of hundreds of facilities, such as offices, schools, hotels, hospitals, restaurants, municipal buildings, factories, food manufacturers, chemical manufacturers, primary producers, etc and assisted energy users achieve measured reductions in their energy use of up to 80%.

In developing this course the following standards have been consulted:

ISO 50002 (2014), Energy Audits.

ASHRAE Standard 211 (2018) Commercial Energy Audits.

Australia/New Zealand Standard 3598.1:2014 (Commercial Energy Audits) and 3498.2:2014 (Industrial Energy Audits). Your instructor for this course is a member of the committee that developed this standard.

European Standard EN 16247 (2012, 2014) Energy Audits.

The course is not a guide to these various standards, but it is applicable to energy audits undertaken anywhere.

In my experience in engaging with many people with an interest in working in energy efficiency, I find that they often come with a technology focus, rather than a system’s focus. In looking at a HVAC system, for example, the opportunity that they’ll get most excited about is replacing the old chiller with a new chiller. But much bigger savings, and at a lower cost, may actually be possible by looking at the HVAC system, and not just individual technologies in the system. 

To the best of my knowledge this systems focus isn’t being taught anywhere. But its part of this course, and is one of the reasons why I’ve developed this course! 😊

As an energy auditor, or aspiring energy auditor, this course is designed to help you deliver audits that have higher implementation rates, and identify more savings opportunities, with better estimates of costs and savings.

What this course isn’t

This course is not a detailed guide to the various audit standards. But it does provide a process that when followed will help you meet the intent of each of these standards. 

It does not tell you how to undertake specific calculations for specific savings measures. It does show you a process to follow for undertaking these calculations.

Part of series of courses

This course is the second part of a series on energy audits, which trains, and assesses for competence, in the ability to delivery an Investment Grade Audit.

Section One – Undertaking an Energy Audit

Part 1: Commissioning and Managing an Energy Audit, is primarily aimed at energy users, but every energy auditor should also undertake this course to be able to see the audit from the other side of the fence, and thus improve your ability to effectively engage with energy users. 

If you have not already undertaken this course it is a recommended pre-requisite.

The remaining parts of this series are:

Part 3: Energy Fundamentals for Energy Auditors. In this course you’ll learn about key concepts from physics and engineering that energy auditors need to know. 

Part 4: Tools for Energy Auditors. This course introduces energy auditors to tools, both essential and nice-to-have, for undertaking energy audits.

Section 2 – Energy using technologies and energy savings opportunities

Energy Efficient Lighting. Learn the fundamentals of energy efficient lighting in this course, and save more lighting energy!

Fundamentals of Energy Efficient HVAC. Knowing how to minimize HVAC energy use is core knowledge every energy manager, energy auditor, HVAC contractor or consultant needs.

Energy and Water Savings with Domestic Hot Water. This course covers both domestic hot water and water use more broadly. Being released shortly

Introduction to Energy Efficiency in Industrial systems. Covering electric motors, pumps and fans, refrigeration, steam and compressed air this course provides an introduction to these technologies and energy efficiency opportunities. Being released later in 2021

Section 3 – Prepare and submit an Investment Grade Audit

Successful completion of all eight courses listed above in the series, along with submission and satisfactory grading of a final assignment (an energy audit), will result in you being issued with a Certificate of Competence in Investment Grade Energy Auditing.


If you pass all the assessments in this course you will be issued with a Certificate of Competence in the Process of Undertaking an Energy Audit.

The assessment has been prepared by an expert, and is based on those key areas which demonstrate competence.

Read more about the Sustainability Education Academy Certification here

Course Content

Expand All

Ratings and Reviews

Avg. Rating
4 Ratings
What's your experience? We'd love to know!
Jeremy Canard
Posted 3 months ago
Great course

This course provides a great overview of the energy auditing process and Bruce's lessons are clear and well documented.

Luigi Taddeo
Posted 5 months ago
Loved this course

This course is one of the best value-for-money courses in the energy efficiency space. It shows the natural path of an Energy Audit and what it takes to implement the various steps. It also shows the reasons for every exercise that an auditor should take to leave all the parties with valuable results. And the best part is the instructor Bruce, extremely easy to follow and very responsive.

Milad Mohsenzadeh
Posted 8 months ago
Enjoyed the course and learned alot

It has been such an insightful and informative course. Really enjoyed it. I believe it is because Bruce has a huge deal of experiences in Energy auditing. The real based examples where Bruce was talking through the process of applying different steps were so helpful. I would definitely suggest this short course. cannot wait to share my experiences of applying my learnings on auditing a site. 🙂

Jenelly Grace Laroco
Posted 9 months ago
Outstanding Course!

Thank you. I learned a lot about energy audits! Looking forward to more courses.

Show more reviews
What's your experience? We'd love to know!

$299.00Add to cart

Buy Now

30-Day Money-Back Guarantee

This course includes :


Downloadable handouts

Certificate of competency

Engaging video
Scroll to Top