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Project Management for Energy Engineers and Energy Managers Online Training Program (non-certification course)


*Please note, for all certification preparation training programs, an additional fee is due when submitting your certification application to take the exam.

About this Program

This program delves quickly into best practices in project management that have been learned, vetted, and proven from over 30 years of project and program management experience in diverse industrial and commercial settings. Participants will get the opportunity to learn lessons that are seldom covered in textbooks and are often only acquired through experience. Our instructor provides his first-hand insight into the "A to Z of management for energy projects" and provides an introduction to commercially available project management programs/tools. You will be exposed to all phases of project implementation and execution, beginning with the formulation, vetting, and acceptance of the project objectives followed quickly by commissioning and project closure. Examples of typical large projects – with budgets exceeding 0.5 million dollars and schedules extending over many months are also reviewed.

Learning Objectives & Take–Aways

  • Understand the importance of establishing, clarifying, and obtaining agreement on energy project objectives.
  • Understand the importance of and the distinction between energy project objective, the scope of work, and functional specifications.
  • Understand energy project mapping and flow.
  • Discern the key phases and stepping stones in the flow of an energy project through a project flow diagram.
  • Understand the critical tenets of energy project contracts or agreements.
  • Know the importance of well thought through and effective energy project organization and organization charts.
  • Know proven energy project implementation best practices.
  • Know proven and effective energy project execution communication protocols.
  • Know project performance metrics and project management tools.
  • Understand the important role of energy project storage facility, its staffing, and management.
  • Gain an appreciation of general and project-specific safety considerations and their impact on the successful implementation of the project.
  • Know examples of common "low hanging fruit" in the energy arena to spawn energy project ideas.

    Program Agenda

    Day 1

    • Development of Energy Project objective, basic assumptions, the scope of work, and conduct financial analysis.
    • When project objective, scope, financial goals, and funding limits are
      a) Verify objective and the scope of the project
      b) Vetting of technical feasibility, constructability, and sustainability
      c) Appetite for the magnitude of investment at the corporate or SBU level – business climate, short and long term.
      d) Project implementation resource availability
      e) Assessment or verification of financial analysis
      f) Are the expected savings based on reasonable, plausible, or empirical
      data? Is the load profile over a reasonable or substantial period of time?
      g) Verification of incentives – the risk of “sunset” before commissioning
      h) Are all possible incentives accounted for, such as utility, municipal, state, and federal?
    • Project mapping and introduction to commercially available project management programs/tools
    • Project team formation and management approval
    • Development of functional specifications of the system or process
    • Phased implementation of the project versus single contiguous projects

    Day 2

    • Identification and implementation of applicable safety measures during various phases of the project
    • Long lead components of the energy project
    • Non-Long lead components of the energy project, such as design and specification development, quotation, bid selection, budget
    • development, financial analysis, funding request development, funding
    • approval process, purchase requisitions, and purchase orders, order
    • placement/procurement.
    • Protocol for communications and interpersonal transactions between all concerned employees, staff, supervision, and members of the management associated with the project
    • Clarification of expectations, goals, schedule milestones
    • Factory testing of equipment

    Day 3

    • Receive equipment, material, tools, and supplies for the installation phase.
    • Pre-mobilization transfer of drawings, technical data, and essential safety information.
    • Required training of installation crew and necessary communications to all concerned
    • Start-up, testing, and commissioning
    • Verification of projected output or energy savings
    • Project closure

    Educational Credits

    You earn 0.8 CEU | 8 PDH | 1.6 AEE Credits for completing this program.

    Non-certification Program

    An exam is not administered during this program and the program does not provide an AEE certification.


    • Energy Engineers and Energy Managers.
    • Maintenance Engineers and Maintenance Managers.
    • Licensed, Professional Engineers who need to meet the annual or biennial license renewal PDH (Professional Development Hour) or CEU (Continuing Education Units) requirements.
    • Engineers and Architects who want to improve or update their working knowledge of electrical engineering.
    • Facility Managers, Engineering Managers, Program/Project Managers and other executives or leaders who feel a lack of adequate electrical knowledge to hold meaningful discussions and to make informed decisions with interacting with their electrical subordinates or colleagues.
    • Non-engineers, including technical writers responsible for developing operations and maintenance manuals for electrical or electrically operated equipment.
    • Procurement and purchasing professionals who are responsible for the acquisition of electrical or electrically operated equipment.


    Online Training Experience

    Attending this program is an ideal opportunity to participate in a focused, fast-paced instructional program, designed to expand your knowledge of project management. The program is presented in short sessions over the course of three days to allow professionals to attend while still maintaining their current work schedule.

    Attendees can participate in this online program from anywhere you have access to a high-speed internet connection or access via smartphone/tablet.

    Dates & Schedule


    May 2 - 3, 2023 | Eastern Time


    Day 1 | 12:00 pm – 4:00 pm | Training

    Day 2 | 12:00 pm – 4:00 pm | Training

    Important Notes

    Please Note:

    • Review the Transfer & Cancellation Policy. By Registering for this Training Program you agree to these terms.
    • Early registration is recommended as seats for AEE Training Programs are limited. Registration will close when an event reaches capacity.
    • Questions? Visit the FAQ Page for additional information about AEE Training Programs.
    • This program is designed for US attendees only. Contact your local training provider for programs available in your region.