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A systemic decision-making model for energy retrofits Cover

A systemic decision-making model for energy retrofits

Open Access
|Aug 2025

Figures & Tables

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Figure 1

Main steps in the development process of the systemic decision-making model of homeowners regarding energy retrofit realisation.

Table 1

Major intrinsic and extrinsic drivers and barriers for homeowners’ energy retrofit (ER) decisions.

DRIVERS FOR ERBARRIERS FOR ER
INTRINSICEXTRINSICINTRINSICEXTRINSIC
Preservation/increase of property valueFinancial incentivesEfforts and inconveniences of the renovation processHigher construction costs due to ER
Reduction of heating costsPositive examples and word-of-mouthFinancing difficulties (low income)Long payback period for investments
Personal contribution to climate goalsLack of awareness of the contribution to climate changeLimited availability of qualified planners and craftsman
Increase in living comfortFeeling overwhelmed by the complexity of ERShortage in the supply of building materials
Lack of knowledge about the energy condition of the propertyNegative examples and word-of-mouth
Lack of know-howLack of information to support decision-making
Fear of unsatisfactory resultsBureaucratic demands
Inappropriate individual contextual and social circumstances for ERER solutions are highly individual

[i] Note: Factors shown in bold are mentioned in six or more of all analysed reports and articles. For details of the sources used, see Appendix B in the supplemental data online.

bc-6-1-534-g2.png
Figure 2

Causal Loop Diagram (CLD) as a qualitative system model representation describing homeowners’ energy retrofit (ER) decision-making process.

Table 2

Phases of the Rubicon framework with their general description and how it is implemented in the system model shown in Figure 2.

RUBICON PHASEGENERAL DESCRIPTIONIN THE SYSTEM MODEL
Phase 1 (pre-decisional)Motivating for energy retrofit (ER) including weighing pros and cons (Why should I do ER?)Divided into two steps:
  • Raising the general interest of homeowners in ER in general (variables with red text in the CLD model)

  • Interested homeowners become determined to do ER by concrete feasibility check (variables with purple text in the CLD model)

RubiconTransition from motivation to volitionMotivated/interested homeowners decide to do ER
Phase 2 (post-decisional)Volition with planning action of ER (How to realise ER?)The determined homeowner plans the detailed ER realisation with external expertise (variables with orange text in the CLD model)
Phase 3 (action)Realising ERThe homeowner executes the ER of the home (variables with dark red text in the CLD model)
Phase 4 (evaluation)Reflecting if ER results are satisfying (Was it successful?)The homeowner living in the ER home reflects on whether the effort of the ER process is worth the result (variable with dark red text in the CLD model)

[i] Note: The four phases of the psychological Rubicon framework are: Phase 1 (motivation) with red and purple variables, overcoming the Rubicon to phase 2 (volition) with orange variables, phase 3 (action) and phase 4 (evaluation) with dark red variables. Variables in grey are external. Reinforcing (R) and balancing (B) feedback loops are numbered according to their description in the text and highlighted in Figures 3 and 4 for better visualisation.

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Figure 3

Highlighting the seven identified reinforcing feedback loops of the systemic decision-making Causal Loop Diagram (CLD) model.

bc-6-1-534-g4.png
Figure 4

Highlighting the three identified balancing feedback loops of the systemic decision-making Causal Loop Diagram (CLD) model.

Table 3

Suggested governmental policies to enhance the energy retrofit (ER) dynamics.

OVERALL APPROACHES TO ENHANCE ER DYNAMICS BASED ON THE CLDCORRESPONDING RUBICON PHASE IN THE CLDKEY VARIABLES FROM THE CLD MODELSUGGESTIONS FOR GOVERNMENTAL POLICIES/INTERVENTIONS
Raising enthusiasm and trust for ER in societyPhase 1 (pre-decisional)
  • ‘Proportion of positive media coverage about ER’

  • ‘Proportion of positive word-of-mouth about ER’ in society

  • ‘Perceived social norm regarding ER within the associated group’

Informational policies with positive storytelling to build trust and identification with ER in society and reduce uncertainty
Shifting the perception of ‘own benefits’ relative to ‘own efforts’ for homeowners to be more advantageousPhases 1–2 (pre- and post-decisional)
  • ‘Expected complexity of [the] ER process’

  • ‘Own effort’

  • ‘Own benefit’

  • ‘Affordability’

  • ‘Taking a loan’

Lowering the effort side by reducing the perceived complexity of ER (e.g. one-stop-shop concept, reducing the time for ER to a few weeks), by designing socially just and user-friendly subsidies constant in their availability
Reducing the bottleneck of insufficient capacity of craftsmen, planners, energy consultants and ER materialPhases 3–4 (action and evaluation)
  • ‘Availability of craftsman and planners and energy consultants and ER materials’

  • ‘ER duration (including waiting)’

Support the education of ER specialists and the increase in producing ER material (delays in capacity-building crucial)

[i] Note: These are derived from the systemic Causal Loop Diagram (CLD) decision-making model to understand homeowners’ motivations and concerns.

DOI: https://doi.org/10.5334/bc.534 | Journal eISSN: 2632-6655
Language: English
Submitted on: Jan 17, 2025
Accepted on: Jul 9, 2025
Published on: Aug 4, 2025
Published by: Ubiquity Press
In partnership with: Paradigm Publishing Services
Publication frequency: 1 issue per year

© 2025 Christoph Schünemann, Maja Dshemuchadse, Stefan Scherbaum, published by Ubiquity Press
This work is licensed under the Creative Commons Attribution 4.0 License.