The energy audit checklist covers a range of topics such as lighting, heating, ventilation, and air conditioning (HVAC) systems, building envelope, and energy management practices. It includes detailed questions and prompts to help you evaluate your energy use and identify potential areas for improvement.
Using this template can help you to reduce your energy costs, improve your operational efficiency, and reduce your carbon footprint. It also boosts compliance with regulatory requirements and industry best practices.
How to use the energy audit checklist
Here’s a step-by-step guide to help you streamline your audit and empower your team:
- Prepare your tools and gather basic details. Before starting, collect essential information about the site, including dimensions, energy consumption, and equipment specifications, and edit the template accordingly.
- Assign roles and collaborate. Share the template with relevant team members, such as facility managers or energy consultants. Assign the checklist to specific personnel, ensuring every aspect of the site gets the attention it deserves without duplication or gaps.
- Walk through each section systematically. The checklist is also available as a digital form on mobile, so you can fill it out directly on-site. Inspect systems in real time, noting inefficiencies and capturing data instantly with features like photo uploads.
- Track completed tasks and analyze findings. After completing the checklist, review and categorize the data. The app’s action management feature helps you create follow-up tasks, such as scheduling maintenance or implementing upgrades.
- Leverage analytics for improvement. Use the app’s analytics to identify patterns, compare performance across sites, and prioritize energy-saving measures. This enables you to implement data-driven solutions for maximum impact.
Best practices for using the energy audit checklist
By applying these best practices, you can deliver actionable results with the energy audit checklist.
Conduct a thorough site walkthrough to familiarize yourself with the building’s layout, energy systems, and key operational areas. Take note of factors such as equipment placement, lighting setups, and insulation quality.
Take photos to support written findings during the audit. Visual evidence not only makes your documentation more robust but also helps when reviewing data or presenting your findings to stakeholders. For example, a photo of aging insulation or inefficient lighting systems can make your case for upgrades far more compelling.
You can also prioritize areas with the most significant inefficiencies. After gathering data, focus your energy-saving recommendations on the systems or spaces that have the highest energy consumption or the largest scope for improvement.
Download Lumiform’s energy audit checklist today
Start using this template to transform how you conduct audits. With clear sections and intuitive prompts, it helps you uncover inefficiencies, organize findings, and make impactful decisions. From assessing heating systems to analyzing insulation, this template keeps your process smooth and effective.