Operations
Day-to-day operating principles, rhythms, tools, and reference material for the EnergyAE team.
This section covers how we work day-to-day — our guiding principles, daily and weekly rhythms, communication norms, and the tools and templates we use to run the business. New team members should start with Rules of Consulting, then work through the daily and weekly routines.
Contents
| Page | Description | |
|---|---|---|
| 01 | Rules of Consulting | Guiding principles for consulting at EnergyAE |
| 02 | Contact Persons | Key contacts at client and partner organisations |
| 03 | Pricing | NZD pricing list for modelling, scheme applications, and TRNSYS software (2026) |
| 04 | Daily Planning | How to write and structure your daily plan |
| 05 | End of Day Routine | Tasks to complete before closing out each day |
| 06 | Weekly Admin Ritual | Recurring admin tasks to complete each week |
| 07 | Team Communication Guidelines | How to collaborate without breaking focus |
| 08 | How to Use Xero | Writing quotes and invoices in Xero |
| 09 | Website Editing | How to edit the EnergyAE website |
| 10 | Review Requests Template | Standard for requesting a peer review |
| 11 | Business Development | Ideas for productive use of quieter periods |
| 12 | Organise Client Documentation With AI | How to use Claude or Codex to sort HPWH client documentation folders |