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Developing MeaningfulMetrics for an EMS

April 7-10, 2003

29th Environmental and Energy Symposium

Richmond, VA

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Presenter Introduction

ØPhil Wood, EMS Specialist• Private Sector Experience• Army, Air Force, Navy EMS• EPA Performance Track

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Discussion Topics

ØEMS Implementation metrics

ØPerformance metrics

ØAvailable Guidance

ØHow to develop the “right” metrics

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DOD Implementation Metrics

1. Gap Analysis2. Signed Environmental policy statement3. Ranking of environmental aspects4. EMS Implementation plan5. Management Review of system6. Training of appropriate personnel

Ø Navy addition:• EMS Description Document• Documented Management Review of the System

Ø Army• Policy, Self-assessment, Implementation planning, Annual

review

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What is Measured Now?

ØStatutory Information requirementsØRegulatory Information requirementsØMission Critical Information

“What gets measured gets managed; andwhat gets managed gets done”

Societalvalues,Sustainabilityissues

Other productsand suppliers

Otherprocesses

Regulatorytargets

ReferenceValue

Sustainabilityissues

Products,processes

ProcessesSubstances,emissions

Scope

Resources,societal costs,values

Eco-efficiencyEfficiencyEmissions,costs

Expression

Integrateddecisionmaking

Productdesign,Balancedscorecard

Processchanges,communication

Registration,monitoring

Functions

Sustainablemeasurement

Chainmanagement

PreventionClean-upMeasures

Involve meShow meTell meTrust mePublicAttitude

Societallicense tooperate

Strategicperformance

EfficiencyLegal andexternalpressure

Drivers

FourthThirdSecondFirstAspect

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Metrics

Ø What are you doing?Ø How well are you

doing itØ How do you know

how well you aredoing it?

Ø How can youdemonstrate to othershow well you aredoing it?

ØStrategicØEffectivenessØOperationalØMission FocusedØStakeholders

considered

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Global Reporting Initiative

ØEnvironmental• Generally required• Organizational Specific

ØEconomicØSocialØPartial Reports

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Global Reporting Initiative6.1 Total energy use6.2 Amount of electricity purchased, by primary fuel

source, where known.6.6 Total materials use (other than fuel and water).6.12 Total water use.6.14 Greenhouse gas emissions in tons of CO2

equivalent 6.15 Ozone-depleting substance emissions in tons of CFC-11 equivalent (ozone depleting potential).

6.16 Total waste (for disposal).6.25 Performance of suppliers relative to environmental

components6.28 Major environmental issues and impacts associated

with the use of principal products and services, including disposal, where applicable.

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EPA’s Performance TrackDemonstrate PerformanceØ Use GRI framework

• Category– Energy use - Water use– Materials use - Air emissions– Water discharge - Waste generation– Accidental releases - Preserve Resources– Restore resources

• Environmental Aspects– Past performance select two– Future performance select four

Ø Three years participationØ Annual Performance reportØ “Consistent with its own situation, capabilities, and goals”

Slide - 11EMS MetricsSource: Kaplan and Norton

Are the Metrics Balanced?

Customers/CitizensMeasure Target InitiativeObjective Customers Measure Target InitiativeObjectiveInternal Business

Processes

Measure Target InitiativeObjectiveLearning & Growth

Learning & Growth

Objective Measure Target InitiativeBudget

Financial

Strategy Strategy

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ISO 14000 Family of Standards

Ø ISO 14001Ø ISO 140031: Environmental Management —

Environmental Performance Evaluation —Guidelines• Environmental Condition Indicators (ECI)• Environmental Performance Indicators:

– Management Performance Indicator (MPI)– Operational Performance Indicator (OPI)

Ø ISO/TR 14032: Environmental Management— Examples of Environmental PerformanceEvaluation

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Direct — tons emittedRelative — gallons of waste water

per personIndexed — emissions in current year

vs. baseline yearAggregated — sum of discharges for base

vs.per unit facilityWeighted — data modified by a factor

related to significance

Selecting EnvironmentalPerformance Indicators

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Indicator Clusters

ØTwo – human and environmental well-beingØThree – environmental, societal, and

economic well-beingØ Four – material wealth and economic

development, equity and social aspects,environment and nature, democracy andhuman rights

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DesignConsider:Ø Policy relevanceØ SimplicityØ ValidityØ Time-series dataØ Availability/Accessibility

of dataØ Ability to AggregateØ SensitivityØ ReliabilityØ Visual

Ensure:Ø Objective and

unbiasedØ Statistically reliableØ UnobtrusiveØ Inexpensive to

collectØ BalancedØ AppropriateØ QuantifiableØ Comprehensive

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Visual

ØStandards of ExcellenceØCGSDI Models

• Four-sided pyramid• Elliptical indicator cluster• Compass of sustainability• Dashboard of Sustainability

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Environmental Standards of Excellence

Installatio

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Program

Dri

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Was

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NAS SIGONELLA

NSA NAPLES

NSA GAETA

NSA LA MADDALENA

NS ROTA

NSA SOUDA BAY

JMF ST MAWGAN N/A N/A

NAVACTUK N/A

1 April 99 STATUS Red (Major Deficiencies)

Yellow (Minor Deficiencies)

Green (Compliance)

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0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Percentage

1-Apr-

96

1-Apr-

97

1-Sep

-97

1-Dec-

97 (Crite

ria Chan

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ar-98

1-Jun-98

1-Sep

-98

15-Dec-

98 (Crite

ria Chan

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pr-99

Environmental Standards of Excellence

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Common Approach

ØRely on familiar, traditional metricsØBenchmarkØConsider what else might be tracked

e.g GRI, ISO

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Environmental Performance Evaluation

ØStrategyØ Link to MissionØA process to:

• measure• analyze• assess• describe an organization’s environmental

characteristics and performance• agreed criteria for appropriate

management review• Annual report

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ConclusionØ Identify metrics of the futureØ Use balanced mix…Map metrics to missionØ Educate Management …Obtain buy-inØ Make the indicators meaningful for senior

managementØ Make the indicators understandable to the

non-environmental audiences, both insideand outside of DOD

Ø Utilize data already collectedØ Use metrics to motivate behavior

• Not collect data for data’s sake