Working on a report for a Phoenix office building with APS. Found $14,000 in demand ratchet overcharges and some basic rate schedule issues. Client wants executive summary for board meeting but I'm not sure how technical to get. Do you include tariff references and calculation details or keep it high-level?
How much detail do you include in executive summaries?
I keep exec summaries to one page max. Focus on dollar amounts, timeline for implementation, and payback periods. Save the technical stuff for appendices. Board members want the bottom line, not tariff interpretations.
Agree with Jack. I use bullet points: • Total savings identified: $X annually • Implementation timeline: X months • One-time refund potential: $X • Required actions by client. Done.
Same approach here. Remember these folks see dozens of reports. Make it scannable. I put a simple table showing current annual costs vs. projected costs after implementation.
Thanks everyone. Keeping it simple with the dollar focus. The technical details can go in the supporting documentation where the facilities manager will actually read them.