0–2: Energy use is largely uncontrolled, with limited visibility and systems running on fixed schedules. There’s strong potential for quick, low-cost savings.

3–4: Some good practices in place but applied inconsistently across the estate. Tightening scheduling and BMS optimisation would unlock further gains.

5–6: Energy use is well-controlled, demand-responsive and actively optimised. Focus now on sustaining performance and marginal improvements.

0–2: Carbon and cost are managed separately, with little link between initiatives and measurable savings. A clearer, joined-up approach would help.

3–4: Some connection between carbon and cost, but reporting is ad hoc. Formalising how savings are measured would strengthen the business case.

5–6: Carbon and cost are tracked together and reported consistently, with low-cost optimisation prioritised before capital spend.

0–2: Comfort conditions are inconsistent or unmonitored, and occupant feedback isn’t routinely captured. Both performance and satisfaction could improve.

3–4: Conditions are monitored in some areas and feedback is collected, but not always acted on. More consistent, demand-driven control would help.

5–6: Conditions are consistently maintained, systems respond to real demand, and occupant feedback is regularly reviewed and actioned.

0–2: Decisions rely largely on manual reads, estimates or assumptions, with issues handled reactively. Better data would sharpen every other area.

3–4: Some automated data and alerting in place, but not yet complete or fully data-led. Closing the gaps would enable more confident decisions.

5–6: Live dashboards, data-led decisions and proactive monitoring mean inefficiencies are spotted and resolved before they become costly.

0–2: Little formal roadmap, with short-term budgets and long-term goals poorly aligned and limited regulatory planning. A clear strategy is the priority.

3–4: A high-level plan exists with partial budget alignment and some regulatory awareness. Adding detail and milestones would strengthen delivery.

5–6: A detailed, phased roadmap with aligned budgets and proactive planning for tightening regulation and rising energy costs.