U.S. Department of Energy Energy Efficiency & Renewable Energy U.S. Department of Energy Energy Efficiency & Renewable Energy

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Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.

Develop workforce and contractor engagement procedures, forms, and materials

Support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, fostering clear communication, and refining program processes over time, in partnership with your workforce.

Author: EnergySmart Colorado
Publication Date: 2014

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

Develop the procurement, outreach, and loan support resources required to perform your financing activities.

Develop a detailed plan for launching and operating your program that integrates all program components into a process that is customer-friendly and efficient for contractors and other partners.

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.

Author: BetterBuildings for Greensboro
Publication Date: 2014

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.

Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.

Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.

Author: EnergySmart Colorado
Publication Date: 2011

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

Author: Community Power Works
Publication Date: 2010

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

Author: New York State Energy Research and Development Authority (NYSERDA)
Publication Date: 2010

Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.