Retrofit Project Overview Toolkit

Summary

Large-scale social housing retrofit projects are complex. They require the coordination of many teams within your organisation, managing a diverse supply chain, working with partners and various stakeholder groups.

This toolkit gives an overview of the main activities across a typical retrofit project lifecycle. The lifecycle divides into three phases:

• Project preparation – all the actions required to plan and collect the resources necessary for a successful project

• Project delivery – execution of the project and physical installation of energy efficiency measures

• Post-retrofit – bedding in the upgrades, performance monitoring, and long- term maintenance.

Who should use the toolkit?

The toolkit is aimed at anyone responsible for setting up and delivering a large- scale retrofit project. It will be helpful for those associated with the project who need an overview of the whole project lifecycle.

When should you use the toolkit?

The toolkit is useful throughout the project. Particularly when bringing new groups or individuals into the team or communicating with various stakeholder groups. However, its primary use is to support the core team during the setup phase, summarising all critical tasks and activities.

How should you use the toolkit?

The toolkit has two main sections:

• Level 1 – a brief introduction

• Level 2 – a framework for understanding the core tasks and activities in the project lifecycle

Supported by links to other toolkits, on-demand Masterclasses, and other resources.

Recommended process

• Read the information in Levels 1 and 2 to understand the toolkit basics

• Access useful resource links for further information

Note: This toolkit is designed to offer a comprehensive outline of the project lifecycle. While it doesn’t delve into the specifics of key tasks and activities, it directs you to pertinent RISE Toolkits and additional resources for in-depth guidance and support.