Phase 1 — Preliminary Assessment
1. Needs & Objectives Interview
Understanding your goals: reducing energy use, addressing overheating or cold zones, improving comfort, preparing for renovation, or optimizing daily operations.
2. Initial Site Visit
Evaluating the building context — orientation, materials, ventilation patterns, shading, solar exposure, vegetation, microclimate interactions, and typical user behaviour.
3. Approach & Measurement Plan
Defining the scope of the assessment, identifying the metrics to be measured, and planning the structure and timeline of the diagnostic.
Phase 2 — Diagnostic
4. Measurements & Data Collection
Collecting on-site data such as:
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thermal performance of the envelope
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ventilation and airflow efficiency
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indoor temperature and humidity patterns
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daylight impact and overheating zones
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outdoor microclimate behaviour
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comfort indicators and operational characteristics
6. Data Analysis
Processing and interpreting all measurements to determine how the building behaves throughout daily and seasonal cycles.
7. Diagnostic
Identifying root causes of inefficiencies, such as:
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heat loss or heat gain through envelope elements
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poor solar protection
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suboptimal ventilation or infiltration
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material behaviour that increases energy demand
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microclimate exposure problems
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operational practices that add unnecessary consumption
Phase 3 — Strategies
8. Development of Proposals
Creating targeted, scalable, and budget-aligned recommendations, which may include:
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ventilation and airflow improvements
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shading and solar-control enhancements
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passive cooling or passive heating measures
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envelope performance upgrades
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microclimate and vegetation-based strategies
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operational adjustments that reduce demand
9. Presentation
A clear presentation of the proposed actions, expected impact, and comparative benefits.
10. Deliverable
A final implementation-ready document containing:
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summary of measurements and diagnostics
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detailed proposals
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expected comfort and energy impact
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prioritization guidelines