Step 1: Setting Implementation Goals

HPXML can drive a lot of value into a program. The key to delivering this value is to determine the goals and scope of a HPXML project as early in the process as possible. To date, many programs have used HPXML as a means to open the modeling software market in their jurisdiction to multiple vendors. Others have used HPXML as a way to increase their ability to share information with other market actors, such as stakeholders in the real estate market. Regardless of your plans, it is important to clearly define your objectives early, as these decisions will shape your implementation tactics.

To start, review each of the bullet points in the Opportunities and Benefits for HPXML Adoption section. Highlight which opportunities you would like to take advantage of in your program implementation. For each opportunity, identify the following information:

• What is the baseline now and where do you want to be? For example, if you want to “reduce the data collection burden for program participation,” you will need to know how much it currently costs contractors in time or money to participate in the program, and work with them to identify a goal.
• What are some of the current pain points? For example, are there specific elements of your current program implementation that drive customer or contractor dissatisfaction? Likewise, are there any procedures in your process that create opportunities for error or mistakes?
• How will this help achieve overall program goals? For example, what is your current number of projects per year and what would you like to increase it to? If you are focused on volume, your priorities might lie in HPXML efforts designed to increase volume, like integration with Home Energy Score or coordination with your local real estate market.
• Are there local rules or regulations to consider? For example, utility program regulators may require specific project details to be reported. You should coordinate with your local experts in these fields to help identify potential issues that will need to be addressed.
• Which aspects of our overall goal should be prioritized? You can achieve a lot with the data standards. However, as with many IT projects, it may make sense to implement in phases. Prioritizing the different components of your efforts and addressing the most important ones first will improve budget and resource management, as well as change management. Coordination with trade allies and contractors is key, and identifying how much change to institute at once can help reduce the pressure on the industry.
• What is a realistic timing and rollout schedule? The balance of the implementation document will help to identify the tasks you must complete to rollout HPXML. Give yourself plenty of time to complete these tasks and, if possible, plan your testing and launch schedule in the low season, in order to reduce contractor burden.

By thinking strategically through the questions outlined above and identifying of which opportunities you want to take advantage, you should be prepared to design the balance of your implementation plan.