Action Plan Page

Setting plans for actions are an essential part of tracking and implementing an ESG strategy and managing risks at an asset level. SIERA+ supports this by relating actions back to performance improvement and to keep track of costs and deadlines. The Actions Plan page shows a consolidated list of who’s doing what, what the status is of actions currently underway and those under review. It’s designed to be as straightforward as possible and is split into clear sections:

1. Agreed actions
2. Applicable actions
3. Actions under review
4. Completed actions
5. Not applicable

The status of the actions can be updated in-line and this allocates the action to the relevant section. For example, an action could be under review whilst it’s being investigated for its practicality.

Actions which are considered able to be applied may require further investigation to test the feasibility and financial viability before they can be ‘approved’. If they are found to be feasible financially they can be progressed to the actions agreed section.

This makes it easier for users to keep track and manage the status of the actions as part of landlord sustainability action plans.

If however, the action that is under review is not deemed to be financially feasible the action can be moved to not applicable. Once completed the action is logged in the completed section for future reference and for inclusion in the Passport.

• Agreed actions refers to the actions that have been approved. For example, if costs are involved that the budget has been agreed to proceed. For Agreed actions the completion column shows a colour coded system for the status of the action; Red if overdue the estimated completion date, Yellow if pending and Green if completed or on track.
• Applicable actions, as described above, is a section or status which can be used for actions that intend to be taken forward but which are awaiting approval.
• Actions under review are actions that are under investigation as to whether or not they will be progressed in the future
• Completed actions remain at the base of the page to act as a reference for all the improvements made to the asset – and the same as those listed in the ESG Passport page.
• Not applicable is a section for actions that might have been considered (under review or applicable) but have been decided not to be implemented. The list is kept at the bottom of the page as a record of initiatives that have been raised for reference purposes.

Any and all actions can be moved from one status to another as the asset develops and new decisions and priorities emerge.  

Navigating the Actions page

The Actions Plan page has a similar table layout as the Dashboard page. The columns show the following information:

• Action – description of the action
• Impact – showing the ESG category the action will have an impact on such as energy, wellbeing, or waste
• Completion – a colour code showing if the action is close to its due date or completed along with the date the action was completed
• Current –the baseline utility consumption the action is aiming to improve
• Target – the amount the action aims to achieve
• Cost – the cost of implementing the action
• Cost type – the allocation of cost to either the tenant or landlord
• Scope – the areas of the asset the action relates to
• Manager – the person responsible for tracking the action
• Completion – the date the action was completed
• Notes – opportunity for the building manager to capture any additional information relating to the action

How to add and export actions

On the top right of the page you can see two buttons.

• Add action enables you to add in a new action, The status can be selected upon adding to determine which section it should initially be placed. For example, it might be under review or could be an action which had previously been completed which you want to capture on SIERA.
• Export: enables you to export the whole actions table to Excel.