Field-ready guides and checklists

Resources for storage planning and operations

These resources are written for real projects where objectives and constraints must be spelled out: tariffs, interconnection limits, inverter ratings, reserve settings, and site operations. Use them to structure conversations with installers, EPCs, and internal stakeholders, and to verify whether a proposed storage system can deliver the behavior you expect.

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How to use this page

Each section below focuses on a common stage: planning, sizing, commissioning, and operations. For each resource, you get what to gather, what to decide, and how to check outcomes with metered data. If you need help translating a resource into a plan for your site, use the contact form and mention your objective.

Planning first

Start with objectives and constraints, then validate with baseline data.

Verify outcomes

Tie performance to meter intervals, not assumptions or screenshots.

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Planning resources

A storage project moves faster when the objective is specific and the constraints are written down. Planning resources below help you define what the system must do, what it must not do, and what information is needed before equipment selection. They also help you avoid a common failure mode: selecting capacity before understanding the kW peak that drives cost, or setting a reserve without matching it to the actual critical load list.

Use these items as internal alignment tools. If multiple teams are involved, share the same baseline dataset and agree on a single success metric, such as peak kW reduction during a defined billing window, or increased renewable self-consumption measured as kWh shifted to evening hours.

Objective definition worksheet

A structured way to write the objective as a measurable behavior. Example: reduce site demand above a defined kW threshold during the top 2 billing intervals each day, while maintaining a reserve for critical loads. Includes a short list of assumptions to confirm before sizing.

Inputs: tariff summary, interval data, constraints list
Output: objective statement plus success metric

Request the worksheet Planning

Tariff and rate-plan checklist

A step-by-step checklist to pull the details that matter for dispatch: demand charge windows, TOU blocks, ratchet clauses, and any export compensation structure. Helps you map likely charge and discharge windows without relying on averages.

Identify billing determinants and time windows
Flag export limits and interconnection constraints

Ask for the checklist Planning

Interconnection questions that prevent delays

A short list of questions to ask early: available service capacity, export restrictions, required protection settings, and any monitoring requirements. Designed to surface constraints that can change inverter selection or control modes.

Clarify limits on import and export power
Confirm metering and telemetry expectations

Discuss interconnection Planning

Risk register starter

A starter set of project risks to track: data gaps, ambiguous objectives, control-mode conflicts, commissioning scope creep, and operator training. Use it to assign an owner and mitigation action before procurement.

Define mitigations you can verify
Keep scope aligned to objectives

Request the starter Planning

Need a resource aligned to your segment?

Residential and industrial sites have different constraints. We can tailor the checklist language to your equipment and operating schedule.

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Sizing and control strategy

Sizing is not only about kWh. The kW limit, efficiency, and control logic determine what the system can do during the intervals that matter. The resources below help you avoid a mismatch where the battery has capacity but cannot discharge fast enough, or where it discharges too early and is empty during the peak window. They also address reserve planning, which is essential when resilience is a requirement.

These guides are compatible with different product choices. You can apply them whether you are evaluating an integrated battery system, a modular cabinet solution, or a containerized installation, as long as you can configure dispatch behavior and measure results.

Peak shaving sizing notes

Explains how to translate interval demand data into a peak shaving target, and how to connect that target to kW rating and usable energy. Includes guidance on choosing a conservative target when data is incomplete and on avoiding control settings that create a new peak.

Practical check: identify the top 10 peak intervals in a representative month, then test whether your proposed kW rating and duration cover those events.

Get the notes Sizing

Time-of-use dispatch planning

A guide to mapping charge and discharge windows to a rate schedule, including how to handle seasonal changes and weekends. Covers minimum reserve planning, charging constraints, and what to do when solar production shifts due to weather.

Decision point: choose between fixed schedules and adaptive control based on metering inputs. The right choice depends on variability and operator needs.

Request the guide Controls

Reserve and backup planning

Helps you define a critical load list and convert it into a reserve requirement that is compatible with optimization goals. Includes a method to estimate runtime from kW load assumptions and to document which loads are excluded from backup.

Clarity matters: “backup capable” is not the same as “backup configured.” This guide lists settings to confirm during commissioning.

Get reserve guide Resilience

Measurement plan template

A template for defining baseline periods, KPIs, and acceptance checks. Includes recommended retention of interval datasets and a method to document control-mode changes so results can be explained after the fact.

KPI examples: monthly max demand (kW), shifted kWh by TOU block, and reserve SOC compliance during business hours.

Request template Verification

Connecting strategy to equipment selection

After you define the dispatch behavior, you can evaluate whether a product fits the job: usable energy range, continuous and peak kW, round-trip efficiency assumptions, communication options, and monitoring access. If you are comparing product categories, our Products page outlines common configurations.

Commissioning and operations

Efficiency gains can disappear if commissioning is rushed or if operators are left with unclear settings. Commissioning resources help you validate wiring, metering alignment, control-mode behavior, and safety interlocks before optimization is turned on. Operations resources focus on staying consistent: changing tariffs, seasonal loads, and maintenance windows often require a dispatch update.

The goal is to keep the system understandable. A storage site should have a written operating posture: what mode is active, what reserves are held, and what events trigger a change. Clear documentation makes it easier to explain performance to finance, facilities, and energy teams.

Operator handoff essentials

During handoff, confirm the operator can: read the current state of charge, understand which mode is active, locate the event log, and identify the limit that is constraining power (kW rating, reserve threshold, export cap, or temperature). A short training session prevents accidental mode changes that reduce benefits.

Ask for an operator checklist

Commissioning acceptance checklist

Covers the core checks that influence performance: metering polarity and alignment, correct CT mapping, inverter export limit behavior, reserve settings, and confirmation that peak-shaving or TOU modes activate as expected. Designed to be used alongside vendor documentation.

Request acceptance list Commissioning

Troubleshooting guide: common dispatch issues

A practical guide to diagnosing why a system is not discharging during peak or is charging at unexpected times. Includes checks for time sync issues, SOC limits, export caps, and control-mode overrides. Helps separate configuration problems from hardware constraints.

Get troubleshooting guide Operations

Seasonal tune-up plan

A plan for reviewing dispatch settings when seasons change: tariff adjustments, HVAC profiles, and renewable output differences. Provides a repeatable cadence: monthly KPI review, quarterly dispatch validation, and annual baseline refresh.

Request tune-up plan Operations

Monthly performance report outline

An outline you can use for internal reporting: what changed, how many cycles occurred, whether reserve targets were met, and how peak demand behaved relative to baseline. Includes a section for explaining anomalies such as outage events or maintenance windows.

Get report outline Verification

Request a resource pack

If you want a consolidated set of planning, sizing, and commissioning artifacts, send a request and tell us your primary objective (peak reduction, TOU shifting, solar self-consumption, or resilience). We will respond with a suggested subset of resources plus a short list of what to measure next. We do not use your details for marketing unless you explicitly opt in.

Who it is for

Facilities, energy managers, EPC teams, homeowners

What you get

Checklists, templates, and a measurement plan outline

Response time

Typically 1 to 2 business days

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No exaggerated claims

Resources focus on decision quality: what to measure, what settings to confirm, and how to document assumptions. Actual outcomes depend on site conditions and constraints. If you want help estimating impact, we can outline a method using your data.

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