Factory Energy Efficiency Checklist: 15 Things to Review Monthly

In today’s competitive industrial landscape, energy efficiency isn’t just a sustainability buzzword—it’s a serious business advantage. Whether you’re running a textile mill, a food processing plant, or a large-scale assembly operation, regularly optimizing your energy use can lead to massive cost savings, improved equipment performance, and reduced carbon footprint.

factory energy efficiency checklist

But let’s be real: Energy audits are often viewed as once-a-year events, and many factories overlook the power of monthly energy check-ins. That’s a missed opportunity.

This Factory Energy Efficiency Checklist breaks that mold. We’ve pulled insights from top industry guidelines, including the U.S. Department of Energy, Energy Star, and international manufacturing best practices to build a 15-point monthly energy review system you can use starting today. Each item is practical, actionable, and designed for real-world industrial environments—not just theory.

Whether you’re a plant manager, maintenance supervisor, or energy officer, this checklist gives you a simple framework to:

  • Catch energy waste early
  • Prioritize upgrades and retrofits
  • Improve overall operational efficiency
  • Meet ISO 50001 and sustainability goals
Contents hide

1. Energy Monitoring & Benchmarking

Before you can control energy, you have to measure it. That’s where energy monitoring and benchmarking come in. This should always be your first checkpoint every month—it’s the foundation of everything else in your efficiency efforts.

Track Energy Consumption Consistently

Start by collecting energy usage data for:

  • Electricity
  • Natural gas or LPG
  • Steam or compressed air
  • Diesel or alternative fuels (if applicable)

Use your utility bills, sub-meters, or your building management system (BMS) to pull this data. If you’re not already sub-metering high-consumption zones (like compressors, HVAC, or boilers), it’s worth considering for deeper insights.

Benchmark Current Data vs Past Trends

Once you have the data, compare:

  • Current month vs. same month last year
  • Last 3 months (rolling average)
  • Energy intensity (kWh per unit of production or output)

By benchmarking against yourself, you detect unusual spikes, seasonal patterns, or improvements. If your energy consumption increased but your production didn’t, something’s off—and you’ll want to investigate further.

You can also compare your performance with similar factories or industry standards using platforms like:

  • ENERGY STAR Portfolio Manager
  • DOE’s MEASUR Tool
  • ISO 50001 tracking systems

Set Baselines & Monthly Targets

Benchmarking helps set realistic monthly or quarterly goals for:

  • Energy reduction (in % or cost)
  • Equipment-level savings (e.g., reduce compressor use by 5%)
  • Energy performance indicators (EnPIs)

Monthly Action Items:

  • Pull all utility and sub-meter data
  • Track energy per output (kWh/unit)
  • Identify anomalies or usage spikes
  • Compare to previous year and 3-month average
  • Set or revise short-term energy goals

Why it matters:

  • Regular tracking transforms energy from a fixed cost into a managed variable. And what gets measured, gets improved.

2. Review Staff Engagement & Training

Energy efficiency isn’t just a technical job—it’s a team effort. Even the most advanced equipment can’t save energy if staff habits and awareness aren’t aligned. That’s why a monthly review of staff engagement and training is just as important as checking meters or inspecting compressors.

Empower Staff with Energy Awareness

Your frontline employees often have the clearest visibility into daily inefficiencies—whether it’s machines left running during breaks, unsealed steam leaks, or lights left on in unoccupied zones.

To keep energy top-of-mind:

  • Hold quick monthly energy briefings (10–15 minutes)
  • Share recent energy performance data
  • Highlight success stories or savings achieved
  • Encourage workers to report waste or ideas

Even better: Tie energy-saving performance to shift or team-level incentives.

Provide Ongoing Training

Industrial processes change. So do teams. That’s why energy-related training should be recurring, not one-and-done. Focus monthly sessions on:

  • Best operating practices (e.g., turning off idle equipment)
  • Using control systems effectively
  • Identifying leaks, noises, heat, and visual cues of waste
  • New energy-saving SOPs or initiatives

Collect Feedback from the Floor

Employees are more likely to stay engaged when they feel heard. Use monthly check-ins or suggestion boxes (physical or digital) to gather:

  • Feedback on energy-related discomfort or inefficiencies
  • Reports of unusual machine behavior
  • Suggestions for no-cost or low-cost improvements
  • Some of your best energy-saving ideas may come from machine operators and maintenance techs.

Monthly Action Items:

  • Conduct a 15-minute energy toolbox talk
  • Reinforce one energy-saving habit per team/shift
  • Gather feedback from staff or a suggestion system
  • Update or rotate training topics
  • Recognize any staff who contributed to energy savings

Why it matters:

  • An engaged team is your first line of defense against energy waste. Empowering staff creates a culture where energy savings become part of daily operations—not just management’s job.

3. Preventive Maintenance Checks

Energy efficiency and preventive maintenance go hand in hand. Poorly maintained equipment consumes more power, breaks down more often, and creates safety risks. That’s why your monthly energy efficiency checklist should always include a focused preventive maintenance (PM) review—targeting systems that directly impact energy use.

Inspect Motors, Pumps & Fans

Electric motors, fans, and pumps are often among the biggest energy users in a factory. Routine checks can prevent unnecessary wear and waste.

What to check monthly:

  • Lubrication levels and condition
  • Belt tension and alignment
  • Bearing wear or overheating
  • Vibration or unusual noises
  • Motor temperature (using infrared where possible)

HVAC Filters, Coils & Ducts

Clogged filters and dirty coils force HVAC systems to work harder, increasing power usage and decreasing indoor air quality.

Review monthly:

  • Air filter condition and replacement schedule
  • Evaporator/condenser coil cleanliness
  • Check for duct leakage or damage
  • Proper airflow in conditioned zones

If possible, implement a differential pressure monitor across filters to know exactly when they need replacement.

Steam Systems: Traps, Insulation & Valves

Factories with steam systems often lose thousands of dollars per year due to undetected leaks or failed traps.

Monthly must-checks:

  • Steam trap testing (ultrasonic or infrared)
  • Insulation condition on steam lines and valves
  • Valve leaks or stuck positions
  • Proper condensate return flow
  • Boiler water levels and chemical treatment

Monthly Action Items:

  • Inspect motors, pumps, and fans for wear and alignment
  • Check HVAC filters and clean coils
  • Test and replace failed steam traps
  • Inspect insulation on steam and hot water lines
  • Record PM tasks in a log for trend analysis

Why it matters:

  • Small maintenance issues become major energy drains if left unchecked. A proactive PM schedule not only reduces breakdowns but also ensures that equipment runs at peak efficiency.

4. Boiler & Steam System Efficiency

In factories that rely on process heat, boilers and steam systems often account for a huge portion of total energy use—sometimes over 50%. A small inefficiency in this system can lead to major monthly energy losses. That’s why a dedicated review of your steam system should be part of your monthly checklist.

Perform Combustion Efficiency Checks

Your boiler’s burner system must be tuned correctly to achieve the optimal air-to-fuel ratio. Too much air reduces efficiency; too little can cause incomplete combustion and safety risks.

Monthly actions:

  • Use combustion analyzers to check oxygen (O₂) and carbon monoxide (CO) levels in flue gas
  • Adjust burner settings as needed
  • Check flame stability and visual inspection through sight glass

Target O₂ levels:

  • Natural gas: 3%–5%
  • Fuel oil: 4%–6%

Check for Steam Leaks & Trap Failures

Steam leaks are silent energy killers. Over time, tiny leaks or failed traps waste steam, reduce system pressure, and raise fuel consumption.

Inspect monthly:

Steam piping for visible leaks, especially near valves, joints, and flanges

Steam traps using ultrasonic or temperature testing

Audible hissing or foggy areas (common signs of hidden leaks)

Verify Insulation & Piping Conditions

Exposed steam piping can lose 5x more heat than properly insulated lines. Regularly check the following:

  • Pipe insulation for wear, moisture, or damage
  • Bare pipe sections that were temporarily unwrapped during maintenance
  • Insulation integrity on valves, flanges, and fittings

Monitor Boiler Water Quality

Poor water treatment leads to scale buildup, reduced heat transfer, and increased fuel consumption.

Monthly review includes:

  • Blowdown schedule and log
  • Water chemistry reports (TDS, pH, hardness)
  • Check dosing of treatment chemicals

Monthly Action Items:

  • Test boiler combustion efficiency
  • Inspect and replace faulty steam traps
  • Detect and log all visible and hidden steam leaks
  • Check condition of insulation on steam lines
  • Review boiler blowdown schedule and water quality results

Why it matters:

  • Even a well-maintained boiler system can drift out of tune quickly. A disciplined monthly review prevents energy waste, improves reliability, and extends equipment life.

5. Compressed Air Systems Audit

Compressed air is often called “the fourth utility” in industrial facilities—after electricity, gas, and water. Yet, it’s one of the most expensive and least efficient. A staggering 30–50% of compressed air is typically wasted due to leaks, poor controls, or misapplications.

That’s why a monthly audit of your compressed air system is essential.

Detect and Fix Air Leaks

The biggest and most common source of waste? Leaks.

What to check each month:

Use ultrasonic leak detectors or soapy water to check common problem areas:

  • Hose and pipe joints
  • Quick-connect couplings
  • Valve fittings and manifolds
  • Listen for high-pitched hissing sounds during quiet shifts or shutdowns
  • Tag and track leaks to ensure repairs are completed

Check Compressor Efficiency & Controls

Your compressor system should match your current load—not your peak load from years ago.

Monthly review includes:

  • Compare compressor runtime to actual air demand
  • Inspect filters, separators, and dryers for clogging or wear
  • Ensure unloaders and auto shut-offs are working
  • Review pressure settings — operating at lower pressure (e.g., 90 psi vs 100 psi) can cut energy use by up to 10%

Minimize Artificial Demand

“Artificial demand” refers to using more pressure or volume than needed due to poor system design or incorrect tool selection.

Look for:

  • Over-pressurized lines
  • Blow-off nozzles or air tools operating above requirement
  • Machines using compressed air for non-essential cooling or cleaning
  • Whenever possible, replace compressed air usage with electric blowers or vacuum systems.

Monthly Action Items:

  • Conduct leak detection and log results
  • Repair or tag identified leaks for maintenance
  • Review compressor run hours vs. production demand
  • Inspect filters, dryers, and separators
  • Check pressure settings and reduce where possible

Why it matters:

  • Compressed air inefficiencies quietly drain thousands from your energy budget each year. Regular audits can dramatically improve performance and reduce costs—without replacing your system.

6. Motors & Drive Systems Optimization

Electric motors are the workhorses of industrial operations, powering conveyors, pumps, fans, compressors, mixers, and more. But because they run so frequently and across so many systems, even small inefficiencies can compound into major energy waste. Optimizing motor performance and drive systems should be a permanent fixture on your monthly energy checklist.

Check Motor Loading vs Power Consumption

Many motors are oversized for their actual load, operating well below their optimal efficiency range. Others may be overloaded, causing excessive energy draw and shortened lifespan.

Monthly motor review includes:

  • Compare nameplate rating vs actual load
  • Use clamp meters or power analyzers to measure amps, kW, and PF (power factor)
  • Check for voltage imbalance across phases
  • Log high/low performance anomalies for further analysis

Evaluate Use of Variable Frequency Drives (VFDs)

Installing Variable Frequency Drives on motors that don’t need to run at full speed all the time is one of the most effective energy-saving upgrades in any factory.

Each month, assess:

  • Are VFDs installed where appropriate? (e.g., fans, pumps, conveyors)
  • Are VFDs operating properly or in bypass mode?
  • Do VFDs match the application profile (e.g., constant torque vs variable torque)?
  • Can any on/off motor be replaced with a modulating VFD-controlled system?

Optimize Power Quality & Controls

Poor power quality can stress motors, reduce efficiency, and shorten lifespan.

Monthly checks:

  • Inspect starters, contactors, and relays for pitting or overheating
  • Test power factor — consider capacitors or synchronous motors to improve it
  • Review motor control logic (timers, interlocks, PLCs) for unnecessary run time
  • Ensure motors aren’t idling during production breaks or shift changes

Monthly Action Items:

  • Measure load levels on high-use motors
  • Inspect power draw and voltage balance
  • Review status and effectiveness of installed VFDs
  • Check motor controls and timers for idle or unnecessary runtime
  • Track changes in efficiency or performance trends

Why it matters:

  • Motor systems account for nearly 70% of industrial electricity consumption. Optimizing motor loads, speed control, and operating schedules can unlock significant energy and maintenance savings—without major capital upgrades.

7. Lighting Efficiency Review

Lighting may not be your factory’s largest energy consumer, but it’s often one of the easiest and fastest areas to optimize. A well-lit, well-managed facility improves visibility, safety, and energy performance—all with minimal disruption. Monthly lighting reviews help ensure that your factory isn’t wasting energy in places you don’t even notice.

Verify LED Usage & Fixture Conditions

Start by confirming that all applicable areas have been upgraded to energy-efficient LED lighting.

Monthly checks should include:

  • Inspect for burned-out, flickering, or yellowed fixtures
  • Ensure proper light levels in work zones (not over-lit or under-lit)
  • Confirm fixture alignment for task-specific areas
  • Replace any older fluorescents, halogens, or HID lamps still in use

Inspect Occupancy & Daylight Sensors

Sensors often drift out of alignment or stop working without being noticed. Each month:

  • Walk through storage areas, restrooms, meeting rooms, and offices
  • Test occupancy/motion sensors for response and timing
  • Adjust daylight sensors or shading in skylit zones
  • Ensure outdoor lighting uses photocells or timers to prevent 24/7 operation

Identify Over-Lighting and Phantom Loads

More light isn’t always better. Areas that are over-lit (e.g., stairwells, back rooms, corridors) can often be reduced without affecting function or safety.

Also, check for:

  • Unnecessary accent or decorative lighting
  • Emergency lighting left on full-time when not required
  • “Always-on” signage or display lights

Monthly Action Items:

  • Inspect LED fixtures and replace damaged units
  • Test occupancy/daylight sensors and adjust as needed
  • Identify and reduce over-lit or unused zones
  • Audit exterior and emergency lighting schedules
  • Consider retrofits for any non-LED systems still in use

Why it matters:

  • Lighting upgrades often offer the fastest ROI in any energy management strategy. And with sensor-based controls, you can automate savings without changing employee behavior.

8. Plug & Process Loads

Plug loads (also known as miscellaneous electric loads) include everything plugged into wall outlets or control panels—think computers, battery chargers, printers, fans, heaters, vending machines, and even phone chargers.

While each device may seem insignificant, they can collectively account for 10–20% of total electricity use, especially in admin, break rooms, and support areas. Process loads, on the other hand, relate to the actual manufacturing equipment—some of which can operate inefficiently if left unchecked.

Identify Always-On Equipment

Walk through your facility during off-hours or weekends and look for:

  • Computers, printers, monitors left powered on
  • Battery chargers that stay plugged in even when not in use
  • Coffee machines, microwaves, or vending machines running 24/7
  • Portable fans or heaters that are not in use but still powered

Review Operational Efficiency of Process Equipment

Many factories run older or oversized machines simply because “they’ve always worked.” But process equipment may be using more energy than necessary.

Each month, review:

  • Equipment idle times — are machines running when not in use?
  • Are any tools or devices oversized for the task?
  • Is equipment staged efficiently to avoid excessive movement or conveyor runs?
  • Check for any energy-saving modes or programmable shutdown features that are disabled or ignored

Reassess Usage of Personal Appliances

While it’s important to maintain employee comfort, a growing number of personal plug-in devices (mini-fridges, heaters, fans, foot warmers) can create a significant cumulative load.

Monthly reminder:

  • Encourage shared or central-use appliances
  • Offer guidelines on approved energy-efficient models
  • Inspect for unauthorized high-draw devices

Monthly Action Items:

  • Conduct an after-hours plug load walk-through
  • Install or maintain smart strips and timers in offices and break rooms
  • Review programmable shutdown settings on key equipment
  • Log devices or equipment left on unnecessarily
  • Reassess usage policies for personal plug-in appliances

Why it matters:

  • Plug and process loads may seem small, but they’re constant and cumulative. Tackling them monthly helps reinforce energy awareness across all departments—not just maintenance or engineering.

9. Thermal/HVAC Control Checks

Heating, ventilation, and air conditioning (HVAC) systems aren’t just for comfort—they’re a major energy cost center in many factories, especially in climate-sensitive operations like textiles, food processing, or electronics. A well-tuned HVAC system ensures energy is used only when and where it’s needed.

Review Thermostat Setpoints and Schedules

Factory spaces often operate on fixed temperature settings—but those settings may not reflect seasonal needs or actual occupancy.

Each month:

  • Check that thermostat setpoints align with current weather conditions
  • Verify that setback schedules are active during nights, weekends, or unoccupied shifts
  • Ensure thermostats are located in appropriate zones (not near heat sources or vents)

Inspect Programmable & Smart Controls

Many energy management systems offer programmable or smart thermostats, but they can be disabled, overridden, or misconfigured.

What to check:

  • Are all time-based programs still active and accurate?
  • Do controls match current shift patterns or usage zones?
  • Have there been any manual overrides left in place?
  • Is there a clear procedure for adjusting settings (to avoid ad-hoc tampering)?

Evaluate Zoning and Air Distribution

HVAC efficiency suffers when cooled or heated air is delivered to zones that don’t need it—or when airflow is unbalanced.

Monthly tasks:

  • Walk the facility and check for hot or cold spots
  • Ensure dampers and vents are open/closed according to seasonal layouts
  • Inspect fans and ducting for visible damage or airflow obstructions
  • Use anemometers to measure airflow if needed

Assess Exterior Shading & Passive Heat Gain

Thermal performance isn’t just about what happens inside. External factors like sun exposure, shading, or drafty windows can significantly affect HVAC loads.

Check:

  • Window seals and caulking
  • Condition of blinds, external louvers, or reflective films
  • Areas of direct sunlight that may cause overcooling or overheating

Monthly Action Items:

  • Audit thermostat setpoints and setback schedules
  • Review programmable HVAC controls for accuracy
  • Check zoning airflow distribution and balance
  • Identify opportunities for improved shading or insulation
  • Document changes or needed adjustments

Why it matters:

  • Even minor HVAC inefficiencies can balloon into large monthly costs. A proactive approach to thermal control keeps utility bills low, supports comfort, and prevents unnecessary strain on mechanical systems.

10. Weatherization & Building Envelope

Your building’s outer shell—walls, doors, windows, roof, and insulation—forms the first line of defense against unwanted heat loss or gain. If this “envelope” isn’t airtight and well-insulated, your HVAC systems have to work harder year-round, driving up energy costs and reducing comfort.

A monthly inspection of the building envelope ensures you’re not losing energy through preventable gaps, leaks, or damaged insulation.

Inspect for Air Infiltration

Air leaks around doors, windows, and loading bays can result in constant energy loss, especially in large facilities where air is conditioned, filtered, or dehumidified.

Each month:

  • Check weatherstripping around personnel and dock doors
  • Look for visible gaps, cracks, or daylight around frames and thresholds
  • Use a handheld smoke pencil or infrared camera to detect drafts
  • Inspect rubber seals on overhead or automatic doors

Examine Insulation Quality

Insulation degrades over time due to moisture, damage, or compression. Poor insulation causes:

  • Temperature swings in controlled areas
  • Condensation or mold growth
  • Longer HVAC runtimes

Check:

  • Wall and roof insulation (look for water stains or damage)
  • Pipe and duct insulation, especially near boilers and chillers
  • Any previously patched areas where insulation may have been removed

Review Window Efficiency & Glazing

Windows are a common weak point. Older single-pane or damaged windows allow excessive heat transfer.

Inspect monthly:

  • Check for cracked, foggy, or loose glazing
  • Confirm all windows are sealed properly and open/close smoothly
  • Assess sun exposure and whether window films or shading could help reduce solar gain

Monthly Action Items:

  • Check all exterior doors for drafts and sealing
  • Inspect insulation in roof spaces, mechanical rooms, and ducts
  • Examine window frames, glass, and seals
  • Identify areas with excessive heat gain or loss
  • Schedule repairs for weatherization issues found

Why it matters:

  • An energy-efficient factory starts at the outermost layer. Improving your building envelope can reduce HVAC loads by 20–30%, leading to better indoor comfort and lower utility costs all year long.

11. Energy Management Systems & Compliance

Implementing a structured Energy Management System (EnMS)—like ISO 50001—can transform monthly energy checks from a checklist task into a continuous improvement process that aligns with your factory’s broader sustainability goals.

Align Monthly Reviews with ISO 50001

ISO 50001 provides an internationally recognized framework for:

  • Establishing an energy policy
  • Setting measurable objectives and targets
  • Monitoring and analyzing energy performance
  • Implementing action plans
  • Conducting management reviews

Use your monthly checklist as part of the “monitoring, measurement, and analysis” step. Document results to:

  • Track progress against energy objectives
  • Identify gaps and areas for improvement
  • Provide evidence for audits and certifications

Track Key Performance Indicators (KPIs)

Establishing clear KPIs allows you to quantify improvements and motivate teams.

Common KPIs include:

  • Energy Intensity: Energy used per unit of product
  • Energy Cost Savings: Monthly or cumulative
  • Reduction in Peak Demand: Kilowatt or kilovolt-ampere (kVA) reduction
  • Equipment Efficiency Gains: E.g., motor or boiler efficiency improvements
  • Track these monthly, review trends, and set realistic targets.

Maintain Compliance & Reporting

Many factories face regulatory requirements or incentives tied to energy efficiency.

Your monthly checks should include:

  • Reviewing compliance with local energy codes and emissions regulations
  • Preparing data for incentive programs or tax credits
  • Documenting improvements and anomalies for reporting

Continuous Improvement Cycle

Use the Plan-Do-Check-Act (PDCA) cycle:

  • Plan: Set goals and targets based on baseline data
  • Do: Implement energy-saving measures
  • Check: Review monthly checklist and energy KPIs
  • Act: Adjust strategies based on results and feedback

Monthly Action Items:

  • Integrate monthly checklist findings into EnMS documentation
  • Review KPIs and update targets if necessary
  • Check compliance status with regulations or incentive programs
  • Prepare for management review meetings
  • Document corrective actions or improvements planned

Why it matters:

  • An effective energy management system elevates monthly energy reviews from isolated tasks to strategic drivers of factory performance, cost savings, and sustainability.

12. Check Utility Tariff & Fuel Mix

Energy efficiency isn’t just about reducing consumption—it’s also about managing costs and optimizing energy sourcing. Reviewing your factory’s utility tariffs and fuel mix monthly can uncover opportunities to save money and improve sustainability.

Review Energy Tariff Structures

Many factories are billed under complex utility tariffs, which may include:

  • Time-of-Use (TOU) rates
  • Demand charges based on peak consumption
  • Seasonal or seasonal peak pricing
  • Fuel adjustment clauses
  • Monthly checks include:
  • Analyzing your latest utility bills to confirm tariff classifications
  • Monitoring peak demand spikes that may trigger high charges
  • Exploring if alternative tariff plans or rate negotiations are available

Evaluate Fuel Mix and Consumption

Factories may use multiple fuel sources—electricity, natural gas, LPG, diesel, or even renewables.

Each month:

  • Review the consumption volumes and costs of each fuel
  • Identify trends or unusual spikes
  • Evaluate the environmental impact and carbon footprint of your fuel mix
  • Consider fuel switching opportunities for cost or sustainability benefits

For example, switching some processes from diesel generators to grid power or investing in onsite solar can cut costs and emissions.

Optimize Demand Response Participation

Many utilities offer demand response programs that incentivize lowering consumption during peak grid demand periods.

  • Check if your factory is enrolled or eligible
  • Review monthly participation and savings
  • Plan load shifting or temporary curtailment strategies aligned with production schedules

Monthly Action Items:

  • Analyze latest utility bills for tariff charges and demand peaks
  • Review fuel consumption volumes and costs
  • Identify load shifting opportunities to off-peak periods
  • Investigate alternative tariffs or negotiation options
  • Track participation in demand response programs

Why it matters:

  • Smart management of your energy tariffs and fuel mix can result in significant cost savings without additional capital investments. It also supports your factory’s sustainability goals by encouraging cleaner energy use.

13. Audit Lighting & HVAC Scheduling

Effective scheduling of lighting and HVAC systems is a simple yet powerful lever to reduce unnecessary energy use. Even the best equipment can waste energy if it runs longer than needed or during unoccupied periods.

Review Lighting Schedules

Monthly checks should include:

  • Confirming automated lighting timers align with shift patterns
  • Verifying motion sensor zones cover appropriate areas without leaving lights on unnecessarily
  • Adjusting schedules seasonally to reflect daylight changes
  • Ensuring outdoor and security lighting only operate during dark hours

Inspect HVAC Operation Times

Similarly, HVAC run times must match occupancy:

  • Check programmable thermostat schedules for start/stop times
  • Verify setback or economizer modes are active during non-working hours
  • Confirm that ventilation fans aren’t running excessively in empty areas
  • Inspect for any manual overrides or overrides left enabled

Use Data for Schedule Optimization

Leverage building automation system (BAS) or energy management software data to:

  • Identify actual occupancy patterns
  • Detect equipment run times outside scheduled hours
  • Adjust programming to better match real needs

Monthly Action Items:

  • Validate lighting timers and sensor coverage
  • Audit HVAC schedules against occupancy and production
  • Investigate and reset any manual overrides
  • Use data analytics to refine schedules
  • Communicate scheduling changes to relevant teams

Why it matters:

  • Proper scheduling cuts wasted energy without affecting comfort or safety. It also extends equipment life by reducing unnecessary runtime.

14. Renewable Energy & Sustainability Initiatives

As factories aim to reduce carbon footprints and energy costs, integrating renewable energy and sustainability initiatives is becoming essential. A monthly review ensures these efforts remain on track, cost-effective, and aligned with broader energy efficiency goals.

Monitor Renewable Energy Generation

If your factory uses onsite solar panels, wind turbines, or bioenergy systems:

  • Track monthly energy generation vs. projections
  • Identify any equipment faults or performance dips
  • Coordinate maintenance to maximize uptime and output

Assess Energy Storage & Usage

For factories with battery storage or demand management systems:

  • Review battery charge/discharge cycles
  • Ensure storage is optimized for peak shaving or backup power
  • Analyze energy flow to improve self-consumption rates

Support Broader Sustainability Programs

Monthly reviews can also include:

  • Waste heat recovery system performance
  • Water usage and recycling efforts related to energy savings
  • Employee sustainability engagement programs and awareness campaigns

Monthly Action Items:

  • Compare renewable energy output against targets
  • Inspect energy storage system health and performance
  • Track progress on waste heat recovery or other sustainability tech
  • Review employee engagement in green initiatives
  • Plan next steps for expanding sustainability efforts

Why it matters:

  • Integrating renewable energy and sustainability initiatives with your monthly energy checks drives long-term resilience, cost savings, and compliance with environmental regulations.

15. Reporting & Continuous Improvement

Monthly energy reviews are only valuable if insights lead to action. Establishing a strong reporting and continuous improvement process ensures your factory evolves towards greater energy efficiency over time.

Prepare Clear, Actionable Reports

Summarize key findings from your monthly checklist:

  • Energy consumption trends
  • Performance against targets
  • Identified issues and repairs completed
  • Cost savings realized
  • Use visuals like charts and dashboards to communicate clearly with management and staff.

Conduct Monthly Review Meetings

Hold brief but focused meetings with energy teams, maintenance, and operations to:

  • Discuss the latest reports
  • Prioritize corrective actions
  • Share success stories and lessons learned
  • Update goals and strategies based on data

Implement Corrective Actions & Track Results

For every issue found:

  • Assign responsibility and timelines for fixes
  • Track implementation progress
  • Measure impact of actions on energy use and cost

Foster a Culture of Energy Excellence

Encourage ongoing engagement by:

  • Recognizing team members contributing to savings
  • Offering training refreshers
  • Incorporating energy goals into performance reviews

Monthly Action Items:

  • Compile and distribute monthly energy performance reports
  • Schedule and conduct review meetings
  • Track and verify corrective action completion
  • Update energy management plans and KPIs
  • Promote energy-saving successes across teams

Why it matters:

  • Continuous improvement transforms monthly energy checks from a routine task into a dynamic process that drives lasting savings, operational excellence, and environmental stewardship.
Factory Energy Efficiency Checklist: 15 Things to Review Monthly
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