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Author: State and Local Energy Efficiency Action Network
Publication Date: 2012

This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.

Author: Behavior Energy and Climate Conference

Presentations from past Behavior Energy and Climate Change (BECC) Conference. BECC is the premier event focused on understanding individual and organizational behavior and decision-making related to energy usage, greenhouse gas emissions, climate change, and sustainability. Past conference presentations include various resources related to Marketing & Outreach.

Author: Earth Advantage Institute
Publication Date: 2009

The report presents an analysis of the market performance of third-party certified sustainable residential properties in the Portland and Seattle metropolitan areas. In each location, a sample of third-party certified homes was selected and comparable homes were found. The author documents that certified homes in the Seattle metro area sold at a price premium of 9.6% when compared to noncertified counterparts.

Author: Yale Center for Business and the Environment
Publication Date: 2014

This publication advances the growth of energy efficiency finance and renewable energy finance markets in the United States by providing industry news, building professional dialogue, and fostering innovation. The forum includes: original feature articles covering cutting-edge topics and conferences; a biweekly newsletter of curated and original content; online conversations among experts in the field; and opportunities to register for webinars and other events

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

Author: Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2011

This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.

Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.

Learn about the capabilities and services of existing contractors and training providers working in your market.

 Implement contractor coordination and workforce recruitment and training in concert with other program components

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.

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

Establish relationships with contractors who will deliver program products and services, and with organizations that train and certify workers.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

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: Energize Connecticut
Publication Date: 2017

This calendar provides Energize Connecticut's participating contractors with information on upcoming energy efficiency and renewable energy, classes, seminars and conferences.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

In 2014, ACEEE launched a pilot program to test a variety of behavioral strategies to promote energy efficiency among tenants in low- to moderate-income multifamily housing in Takoma Park, Maryland. The program included behavioral messaging, events, educational information, and the distribution of energy saving devices. ACEEE measured energy use in the months before and after the pilot. The white paper includes these results, insights for the development of future behavioral change programs, and recommended engagement strategies for targeted communities.

Communicate pertinent results of evaluations to program staff, partners, and stakeholders.

Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables. 

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.

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.

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.

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

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

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.

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

Author: U.S. Department of Energy
Publication Date: 2013

This case study discusses Energy Impact Illinois' marketing evolution from a broad outreach campaign to a Òhouse partyÓ approach that brought Chicago homeowners, neighbors, and friends together to learn about energy efficiency opportunities, while increasing demand for home energy assessments and upgrades.

Author: Building Performance Institute
Publication Date: 2012

Home Performance Extensible Markup Language (HPXML) is a data transfer protocol. It was developed to simplify electronic data transfer between any party involved in a home performance program, including contractors, program administrators, utilities, and federal agencies.

Author: Illinois Home Performance
Publication Date: 2017

This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on gathering and communicating loan performance data.

Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.

Publicize benefits and lessons learned resulting from your organization’s success in the market.

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.

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

Identify and engage organizational partners in your business model design.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.

Communicate marketing and outreach results internally and to partners.

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies. 

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.

Establish relationships with organizations that will assist with program marketing and outreach.

Decide on priority target audience segments, messages, and incentives that will motivate customers.

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.

Establish specific marketing and outreach goals, objectives, targets, and timeframes.

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.

Ensure a positive customer experience with your program from launch through implementation over time.

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.

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

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.

Paid advertising is one way to promote residential energy efficiency program offerings, but good public relations that leads to “earned” media stories is even better. Successful programs have found that earned media attention can add credibility to marketing efforts and expand their reach. One strategy is to tell interesting home improvement stories on local television or radio stations. Some programs have held visually oriented press events to show consumers the benefits of a...

Residential energy efficiency programs striving to improve conversion rates from customer interest to completed upgrades have realized that contractors are typically the primary link between customers and their programs. Many successful programs have empowered contractors to promote program services through sales training and co-marketing. A comprehensive evaluation of over 140 programs across the United States found that successful programs have contractors who are skilled at helping...

Most residential energy efficiency programs eventually find themselves asking, how can we jump-start our outreach to get better results? Successful programs across the United States have used in-home events to make upgrade benefits visible by showcasing completed projects and actual results. Attending tours of upgraded homes—especially the homes of trusted neighbors and friends—allows potential customers to see and hear firsthand from satisfied customers, talk directly to the...

Successful residential energy efficiency programs use data collection, transfer, and storage systems to effectively implement activities and track program metrics. While systems based on simple spreadsheets can be easy to develop, such systems may not be suitable as program scale increases. Programs across the country have found immense value from investing the time and resources required to create an information technology (IT) system to regularly monitor progress and automate time-intensive...

Looking to appeal to a broader range of diverse residential energy efficiency customers? Consider offering a select number of program options with different levels of cost and complexity. According to a comprehensive evaluation of more than 140 programs across the United States, programs that offer several paths for customers to upgrade their homes were found to have greater participation and to generate higher energy savings. ...

Once home energy upgrades are underway, energy efficiency programs want to avoid call-backs and enhance their reputation. Because the quality of work that affiliated contractors conduct in customers’ homes reflects on the whole program, it’s important to ensure quality work; however, verifying a consistent level of quality can be challenging. Better Buildings Neighborhood Program partners and Home Performance with ENERGY STAR Sponsors have found that having a clear process for...

Everyone likes to be recognized for their achievements; it motivates us to continue working hard. Likewise, contractors appreciate being recognized for their home performance accomplishments. Successful residential energy efficiency programs have found that giving awards for good contractor performance can help build trust, strengthen partnerships, and boost workforce morale. ...

Author: Conservation Services Group
Publication Date: 2013

This infographic summarizes the results of RePower Bainbridge's Final Boarding Call event, providing an effective, engaging way to share program results with partners and other stakeholders.

Author: Michigan Saves
Publication Date: 2009

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.