Process of Undertaking a Successful Energy Audit

Boost your skills with the commercial energy audit training and confidently deliver impactful audits that save energy, reduce costs, and impress stakeholders.

Learn at low cost. Pass the quizzes and you’re eligible to purchase a certificate. Certificate prices are shown on each course’s page.

Industrial and Commercial Energy Audit Training

Here’s a number worth sitting with: roughly only 50% of commercial and industrial energy audits are actually successful. That finding came from an evaluation of several hundred audits undertaken in Victoria, Australia — and in our experience, it reflects what’s happening globally, not just locally. Audits that produce expensive reports nobody acts on. Recommendations with implementation rates so low the whole exercise barely justifies the cost.

This course exists because that outcome is largely preventable. If you follow a systematic, proven process — one that accounts for what happens before the audit, during site engagement, through data collection and analysis, and all the way to presenting a business case that decision-makers actually respond to — your audits will land differently. That’s what this course teaches.

This course is accredited by ESTA (Energy Services and Technology Association) and is Part 2 of the Investment Grade Energy Auditor (IGEA) certification program.

Energy managers and others interested in or who are implementing ISO 50001 Energy Management Systems will find this course useful for understanding how to undertake a comprehensive energy review. It is also well suited to those who would like to undertake ISO 50002 adherent energy audits, and who need to understand what are the practical steps involved in undertaking an energy audit.

 

What This Commercial Energy Audit Course Covers

 

Continuing Education (CE) or Continuing Professional Development (CPD) / CEU / PDH / CEP / CPC

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Continuing Education (CE) or Continuing Professional Development (CPD) refers to additional formal learning activities that are required to maintain a professional certification or accreditation. 

CE or CPD comes in many names but represents the same thing. Here are some of them that may be used in your country: 

  • CPD – Continuing Professional Development
  • CEU – Continuing Education Units
  • PDH – Professional Development Hours
  • CEP – Continuing Education Programs
  • CPC – Continuing Professional Competency

Many of our courses provide Continuing Professional Development credits, points, hours, or units. To learn more about Continuing Education and Continuing Professional Development, please read here.

Certification: When you pass all the quizzes in this course, you’ll get a certificate of achievement on course completion, with a QR code that when scanned validates its authenticity. Use this certificate to demonstrate to employees and others your growing sustainability credentials!

 

Who is this Commercial Energy Audit Process Training For?

This course is for those undertaking energy audits of commercial and industrial facilities. We developed it for anyone interested in conducting energy audits or someone who already undertakes energy audits. 

If you are already an energy auditor, this Commercial Energy Audit training 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 papers
  • You consistently struggle to identify opportunities that can deliver large energy savings
  • Customers are angry 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, taking this course should save you a great deal of effort and learning by trial and error.

Arrow pointing to Commercial Energy Audit Process Course enrollment

Why and How This Course Has Been Developed

We developed this Commercial Energy Audit Process Course because far too many energy audits have low implementation rates, fail to thoroughly investigate all savings opportunities, and costs and savings are sometimes poorly estimated.

Your instructor is an energy auditor with more than two decades of experience and has undertaken energy audits, including IGAs/DFSs of hundreds of facilities:

  • Offices
  • Schools
  • Hotels
  • Hospitals
  • Restaurants
  • Municipal buildings
  • Factories
  • Food manufacturers
  • Chemical manufacturers
  • Primary producers

He has assisted energy users achieve measured reductions in their energy use of up to 80%.

In developing this Commercial Energy Audit Process 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 Commercial Energy Audit Process Course is a committee member that developed this standard
  • European Standard EN 16247 (2012, 2014) Energy Audits

The Commercial Energy Audit Process 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 interested in working in energy efficiency, I find that they often come with a technology focus rather than a system’s focus. 

For example, in looking at an HVAC system, the opportunity that they’ll get most excited about is replacing the old chiller with a new chiller. But more significant savings, and at a lower cost, may be possible by looking at the HVAC system, not just individual technologies in the system. 

This systems-focused approach isn’t being taught anywhere to the best of my knowledge. But it’s 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 Commercial Energy Audit training is designed to help you deliver audits with higher implementation rates and identify more savings opportunities with better estimates of costs and savings.

Become an Investment Grade Energy Auditor

If you want to further improve your energy systems management and optimization skills, we highly recommend completing our Investment Grade Energy Auditor (IGEA) certification. 

By acquiring a IGEA certificate, you’ll be qualified to conduct professional energy audits for corporations, manufacturing plants, buildings, and other establishments in the industrial sector. 

This Process of Undertaking a Successful Energy Audit course is the second part of the IGEA certification program (part two of eight).

Course Content

Ratings and Reviews

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What's your experience? We'd love to know!
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cd412f0800c010a944ee5cefafb4c6c43a3eff22cd01132d1c7b7cf0f2934dcb?s=32&d=mm&r=g alemutiruneh
Posted 2 years ago
Very useful contents and advises

The advises and recommendations provided are really critical for the Energy Auditor.

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1a4c38132d47c29adf9fdae5a0809fc1173cb406c50e87020cbcf18f9e5ae5b0?s=32&d=mm&r=g Cody Whitelaw
Posted 2 years ago
Nice to be validated

I did some internal energy auditing previously, using knowledge I mostly gained through self teaching, without much confidence my work was accurate. these courses have helped solidify my knowledge and helped me be more confident in my auditing practises

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7c034f39d94709bb40403ace00f1022158e0cc394c0ed82adff41104eae5b7ce?s=32&d=mm&r=g samphors samphors
Posted 2 years ago
how to have data collection

It good lesson. I dislike "the lesson to be more summary than this".

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c6efa95154e6e5af75bd04092fcc10af2a2c249a4573c9daa53f36dbd95df6cc?s=32&d=mm&r=g peter_teohts
Posted 3 years ago
Great insight, it's more than to do list for energy audit

Bruce provided a detailed process for undertaking an energy audit. It's more than just technical documentation. He provided a list of principles for an energy audit. Then he teaches how to get the clients to act on your energy audit report by emphasising the importance of soft skills like verbal communication and presentation to decision-makers. Very valuable course to take for energy auditors.

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c5a6185cbd358b8482fde61a23a5a21d290dc880927043082628e8369cb29b3a?s=32&d=mm&r=g Jeremy Canard
Posted 5 years ago
Great course

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

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efbcfe232ad419b2a41db72af3bda7d67f0bc57dda6ca7aba86bd05fcf3a7f66?s=32&d=mm&r=g Luigi Taddeo
Posted 5 years 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.

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24866865ee6aae32b18bf571d08e8ab735ada9e33daaff41aa5d85de8d4b2854?s=32&d=mm&r=g Milad Mohsenzadeh
Posted 6 years 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. 🙂

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c2e92938f028a351f79f770bf6f5a63a3084655462147962511f8da940741902?s=32&d=mm&r=g Jenelly Grace Laroco
Posted 6 years ago
Outstanding Course!

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

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FAQs About Commercial Energy Audit Training

What is the commercial energy audit process?

A commercial energy audit follows a structured sequence: pre-audit preparation, site engagement, data collection, data analysis, business case preparation, and reporting. Each stage builds on the last. Skip one and the whole audit suffers — which is why roughly only 50% of commercial audits are considered successful. This course walks you through every stage in detail, so you know exactly what to do and why at each step.

ISO 50002 is the international standard for energy audits. It specifies the requirements for conducting an energy audit — including planning, data collection, analysis, and reporting. This course has been developed in consultation with ISO 50002, as well as ASHRAE Standard 211, AS/NZS 3598, and European Standard EN 16247, making it applicable to audits conducted under any of these frameworks.

t a high level: understand the facility and its energy use, collect and analyse consumption data, identify savings opportunities, estimate costs and savings, and present a business case to decision-makers. In practice, each of those steps involves specific tasks, tools, and judgment calls. This course covers all eight stages — from the first client conversation through to post-audit follow-up.

There’s no single global requirement, but professional certifications like the Investment Grade Energy Auditor (IGEA) are increasingly recognised by corporations and government bodies commissioning audits. This course is Part 2 of the IGEA certification program and is accredited by ESTA, AIRAH, and IEEE — providing 10 CPD hours on completion.


This is where most auditors fall short. A technically accurate report that doesn’t speak to decision-makers is just an expensive document. This course dedicates full modules to business case preparation and presentation — covering how to structure financial analysis, estimate savings credibly, and present findings in a way that actually drives action.

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