1 ORGS · 7 ACTIVITIES ← all strategies ·
theory of action →

Phased Implementation

By rolling out organizational functions in stages, the organization achieves sustainable growth and effective oversight, because incremental development allows for capacity building, learning, and course correction before scaling responsibilities. This strategy involves launching core services first—such as dispute resolution or basic compliance—while deferring more resource-intensive functions until infrastructure and expertise are strengthened. It distinguishes itself from big-launch or fully scaled models by prioritizing adaptability and institutional learning over speed, particularly critical in complex regulatory environments like utility rate advocacy and energy standards.

1
orgs running it
7
activities of those orgs
3
clusters touched
who runs it

organizations running this strategy · 1

what it looks like in practice

activities of orgs running this strategy

A sample of programmatic activities from the orgs above. These are what the strategy looks like on the ground.

  • Conducts governance meetings Arizona Independent Scheduling Administrator Assoc
    direct service
    Holds regular Board of Directors meetings, including an Annual General Members and Board of Directors Meeting, often conducted via Zoom.
  • Develops and maintains technical protocols and position papers Arizona Independent Scheduling Administrator Assoc
    research
    Develops, publishes, and revises the Az ISA Protocols Manual and related position papers on issues such as firm purchase reserves, ARNT-Palo Verde proposals, energy imbalance, and transmission auctions. Conducted a survey of available Scheduling Coordinators to inform these efforts.
  • Engages in regional transmission policy and stakeholder processes Arizona Independent Scheduling Administrator Assoc
    advocacy
    Participates as an active stakeholder in Arizona and Western regional transmission proceedings and forums, contributing to broader policy discussions and planning efforts.
  • Files and manages regulatory submissions with FERC Arizona Independent Scheduling Administrator Assoc
    advocacy
    Prepares, submits, and manages filings with the Federal Energy Regulatory Commission (FERC), including tariff amendments, rate schedules, affidavits, implementation plans, and agreements. Examples include filings under Docket No. ER00-3583-000 and submissions related to the Az ISA Tariff and OATT amendments.
  • Manages dispute resolution and compliance oversight Arizona Independent Scheduling Administrator Assoc
    direct service
    Provides dispute resolution services for a range of operational issues including scheduling decisions, Ancillary Services, Must-Run Generation, Energy Imbalance, Congestion Management, Emergency Operations, and After-The-Fact Checkout procedures. Also conducts limited monitoring of compliance with the Protocols Manual and the Interconnected Transmission System (ITS) to ensure adherence to FERC standards of conduct for transmission access.
  • Monitors and participates in transmission system planning Arizona Independent Scheduling Administrator Assoc
    direct service
    Participates in study groups for Total Transmission Capability (TTC)/Committed Use determinations and attends meetings related to SWRTA transmission and joint Arizona utility planning efforts. Also receives copies of all transmission schedules and changes from Scheduling Coordinators, Control Area Operators, and Transmission Providers upon request.
  • Reevaluates transmission allocation mechanisms Arizona Independent Scheduling Administrator Assoc
    direct service
    Initiated a reevaluation of the temporary Allocated Retail Network Transmission (ARNT) mechanism by September 1, 2001, to assess its ongoing applicability and effectiveness.