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Energy.gov Office of Energy Efficiency and Renewable Energy Residential Program Guide
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Offer homeowners multiple types of assessments

Several successful residential energy efficiency programs offered multiple types of home energy assessments to appeal to a wider spectrum of homeowner interests and needs. These ranged from online home assessments to brief walk-throughs to full diagnostic testing. A comprehensive evaluation of over...
Tips for Success

Connect home performance professionals to trainings focused on the skills that employers want and the community needs

Effective home performance contractors require many types of skills and expertise. To help individuals develop those skills, programs can target training on the specific topics and skills needed for successful home performance work. Many Better Buildings Neighborhood Program partners found that they...
Tips for Success

Maintain a sufficient workforce from program launch into program maturity

Your program will rely on its contractor base in order to succeed, so take steps to ensure that the capacity of the workforce is sufficient to launch your program and to maintain it as it grows. An evaluation of over 140 programs found that successful programs fostered and maintained relationships...
Tips for Success

Establish collaborative partnerships with contractors and communicate with them early and often

Contractors are more likely to serve as program champions when the program engages with them throughout program design, delivery, and improvement. Your contractors are the primary contact points with your customers, and the quality of their interactions and services strongly influences how customers...
Tips for Success

Use compatible formats for data sharing and reporting, and work with partners to implement standard data exchange protocols

Many Better Buildings Neighborhood Program partners found that it was critically important to use compatible formats for data sharing and reporting with partners. Aligning data formats and collection plans with national data formats (e.g., Home Performance XML schema (HPXML), Standard Energy...
Tips for Success

Establish data sharing relationships as early as possible

Though potentially challenging, establishing relationships for sharing energy consumption data is critical for evaluating program impact on energy and cost savings. Many Better Buildings Neighborhood Program partners found success by approaching utilities during the program planning phase, or at...
Tips for Success

Invest in information and communications technology

Paper-based or spreadsheet-based information collection processes can be low cost to develop and easy to roll-out, but more often than not, they become cumbersome to aggregate and store the data from many sources. Many Better Buildings Neighborhood Program partners found that investing in...
Tips for Success

Measure and evaluate performance at key points in the process

Measuring performance at key points in the upgrade process (e.g., assessments, conversion rates, and financing applications) has helped programs understand where their processes are working smoothly and where they are not. This information has helped them continuously improve their program design...
Tips for Success

Incentivize the action you want your customer to take

Successful programs know that it is not enough to get customers interested in their services. They know that homeowners that receive assessments but don’t undertake upgrades don’t receive the benefits of energy efficiency—and programs don’t get credit for energy savings. Instead of emphasizing...
Tips for Success

Design your financing activities to enable long-term sustainability

In order to overcome lenders’ concerns over the risk associated with energy efficiency loans, many Better Buildings Neighborhood Program partners offered credit enhancements to lenders (e.g., loan loss reserve funds) to attract lender participation and to mitigate lender losses in the event of loan...
Tips for Success

Keep the program simple for your customers

Given all of the other things that compete for your audience’s attention, it is critical that program participation steps are straightforward and easy to understand. Many programs have found that complexity makes it harder for interested homeowners to complete upgrade projects. These programs have...
Tips for Success

Provide customers with a single point of contact to help them through the upgrade process

While homeowners may be interested in the benefits of an energy upgrade, many are deterred from completing an upgrade project because of the complex and unknown process. Often, a significant portion of homeowners who receive energy assessments do not continue with the upgrades. As part of the Better...
Tips for Success

Hire staff with financing skills and knowledge

Financing can be a complicated topic for programs, and having staff with financing knowledge and expertise can be very valuable. Financing program administration involves working with lenders and understanding how they operate as well as understanding financial regulatory issues and loan product...
Tips for Success

Help contractors understand the program’s financing options and benefits, so they can communicate to homeowners

Homeowners do not benefit from access to financing if they don’t know about or understand options available to them. Contractors are often the primary transaction point for selling upgrades, and many programs have found that ongoing collaboration with contractors through sales training, regular...
Tips for Success

Communicate with audiences at least three times; once is not enough

All residential energy efficiency programs have found that outreach needs to be repeated to connect with and remind potential participants about program offerings. As marketing gurus note, the majority of people need to be exposed to a product message at least three times (on separate occasions) to...
Tips for Success

Motivate action through financial incentives and time-limited offers

Incentives can be the easiest approach to overcome motivation barriers and attract customers’ and contractors’ attention, as long as the upgrade and reimbursement processes are kept simple and easy to follow. Successful programs have found incentives help entice customers to complete upgrades...
Tips for Success

Content Type

  • Tips for Success (16)

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Program Components

  • Program Design & Customer Experience (6)
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Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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