Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.
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Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Decide on priority target audience segments, messages, and incentives that will motivate customers.
Establish relationships with organizations that will assist with program marketing and outreach.
Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
Learn about the capabilities and services of existing contractors and training providers working in your market.
Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.
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...
Many program administrators have found that launching and scaling up a program often takes longer than planned for, especially when forming partnerships with contractors and lenders. New energy efficiency programs often need at least 2-3 years to launch and become fully operational. Across programs...
Without an incentive, homeowners and contractors may limit themselves to smaller upgrade projects. Programs in search of more energy savings have found that some homeowners already interested in an upgrade are amenable to a bigger upgrade when coupled with better financing terms or larger rebates...
Some lenders perceive home energy lending to be too risky or not profitable enough for them to get involved. Programs have found that engaging potential lending partners early in the program design process, especially in face-to-face meetings, helped them understand both lender needs and the risks...
Programs found that encouraging word of mouth outreach by asking satisfied customers to promote their program experience to peers helped attract more homeowners who completed energy upgrades. Referrals from neighbors and friends who are happy with their energy improvements can provide a good source...
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This presentation describes National Grid's experience with customer behavior and engagement through the implementation of its smart grid pilot program.
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This summary from a Better Buildings Residential Network peer exchange call focused on demonstration project strategies, advantages and challenges.
Listening to Your Workforce: Lessons from Pilot Programs and Other Approaches For Workforce Feedback
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Organizations or Programs
Austin Energy,
Long Island Green Homes
This peer exchange call summary focused on creating a dialogue between contractors, trainers and jobseekers about program design/implementation and results of workforce feedback.
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The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.
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This series of 19 tip sheets is based on the experience and expertise of EPA’s Climate Showcase Communities. The tip sheets cover a wide range of topics, such as marketing and communications (effective messaging, traditional media strategies, community-based social marketing, and testimonial videos) and working with specific types of stakeholders (institutional partners, contractors, experts, utilities, early adopters, volunteers).
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Presentation on efforts of Cleveland to create a sustainable business model.
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Organizations or Programs
Efficiency Maine
This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.
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This case study highlights the Help My House Pilot Program conducted in South Carolina by Central Electric Power Cooperative that included on-bill financing.
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Organizations or Programs
BetterBuildings for Michigan
This Focus Series interview discusses the semester-long, employer-assisted partnership between BetterBuildings for Michigan and Grand Valley State University (GVSU). This successful partnership involved an early adopter outreach campaign and served as a model for other program partnerships.