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Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
City of Fort Collins Utilities

The City of Fort Collins, Colorado increased the number of homes that are energy efficient through the use of community-based social marketing. Strategies to maximize impact included identifying neighborhoods based on data analysis, simplifying the process for completing upgrades, and using trusted messengers for delivery of tailored messages on energy efficiency services.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy

This case study features Better Buildings Residential Network members Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST), nonprofit members that develop energy efficiency solutions for multifamily and affordable housing communities.

Author(s)
DDB
Publication Date
Organizations or Programs
Energy Upgrade California

This presentation covers Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.

Author(s)
U.S. Department of Energy
Publication Date

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.

Author(s)
Opinion Dynamics Corporation
Publication Date

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.

Author(s)
Danielle Sass Byrnett, U.S. Department of Energy
Publication Date

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

Author(s)
Mary Templeton, Michigan Saves,
George Clark, Energy Efficiency Contractor
Publication Date
Organizations or Programs
Michigan Saves
Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.
Author(s)
Cynthia Adams, Local Energy Alliance Program,
Larry Earegood, Consumers Energy (MI),
John Schott, NYSERDA,
Gavin Hastings, Arizona Public Service,
Emily Salzberg, Washington State University Energy,
Adam Buick, Community Power Works (WA),
Bob Knight, BKi
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Community Power Works,
Energy Upgrade California,
Local Energy Alliance Program (LEAP),
Michigan Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
RePower Kitsap

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

Author(s)
Dave Hatchimonji, EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Overview of lessons learned from EnergySmart Colorado's energy advisor model.

Author(s)
New Hampshire Better Buildings Program
Publication Date
Organizations or Programs
New Hampshire Better Buildings Program
Collection of case studies from New Hampshire that highlight successful energy efficiency upgrades.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Power Works
This case study explains how Community Power Works segmented its primary audience by focusing on owners of oil-heated homes with great results. This case study shares the program's outreach strategy and tactics for recruiting owners of oil-heated homes.
Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

Author(s)
Extractable
Publication Date
Organizations or Programs
Energy Upgrade California

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Impact Illinois
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(s)
U.S. Department of Energy
Publication Date
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.
Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
Links to residential projects completed under NYSERDA's Green Jobs-Green New York (GJGNY) program.
Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.

Author(s)
Green For All
Publication Date
Organizations or Programs
MPower Oregon,
Kansas How$mart,
PSE&G New Jersey Multifamily Program,
Windsor Efficiency PAYS

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Impact Illinois
Energy Impact Illinois (EI2) conducted 1,600 phone surveys of mid- to high-income households. Its aim was to test program messaging and gauge attitudes toward home improvements and energy efficiency upgrades. The surveys provided a number of insights on the target audience's decision process.
Author(s)
U.S. Department of Energy
Publication Date

In this video interview segment, Mary Templeton with BetterBuildings for Michigan discusses developing a readiness scale to determine if target audiences are ready to hear a program’s messages and take advantage of its offerings.

Author(s)
U.S. Department of Energy
Publication Date

In this video interview segment, Bruce Doeuck of JEA ShopSmart in Jacksonville, Florida,  discusses the market segmentation methodology his program used to better understand its audience.

Author(s)
Local Energy Alliance Program
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)
This presentation explains the pro forma spreadsheet used by Virginia's Local Energy Alliance Program to evaluate program impact.
Author(s)
Christie Rodriguez, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD)
This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.
Author(s)
Adrianna Masuko, City of San Jose, California
Publication Date
Organizations or Programs
Better Buildings Program San Jose

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix

In this video interview segment, Mick Dalrymple of Energize Phoenix shares how the program used information about its audience to create a fun and appealing brand.

Author(s)
JEA
Publication Date
Organizations or Programs
ShopSmart with JEA
This presentation describes JEA's program and lessons learned about designing custom messages for specific markets.
Author(s)
Navigant, Inc. (Prepared for Boulder County)
Publication Date
Organizations or Programs
EnergySmart Colorado

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NOLA WISE

In this video interview segment, Elizabeth Galante of NOLA WISE (New Orleans, Louisiana, Worthwhile Investments Save Energy), describes the program's home energy showcases, which were a successful marketing initiative that helped entice homeowners to undertake home energy upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.
Author(s)
Kellie Stickney, SustainableWorks
Publication Date
Organizations or Programs
SustainableWorks
Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.
Author(s)
Will Baker, Midwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star
This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.
Author(s)
Efficiency Maine
Publication Date
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.
Author(s)
Frank Rapley, Tennessee Valley Authority
Publication Date
This presentation describes the Kentucky Home Performance program and lessons learned on testing innovative approaches to engaging consumers.
Author(s)
Emily Levin, Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont
Presentation that shares Marketing & Outreach lessons learned from Vermont.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyWorks
In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia, Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.
Author(s)
U.S. Department of Energy
Publication Date

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia,  Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington, discusses why the RePower program created multiple branding and messaging themes.
Author(s)
U.S. Department of Energy
Publication Date

In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington,  discusses why the RePower program created multiple branding and messaging themes.

Author(s)
Clean Water Fund
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.
Author(s)
One Change
Publication Date
This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

Author(s)
Washington State University Energy Program
Publication Date

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Author(s)
Washington State University Energy Program
Publication Date
Organizations or Programs
Community Power Works
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Author(s)
Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date
Organizations or Programs
Energize Phoenix,
Connecticut Neighbor to Neighbor Energy Challenge,
Local Energy Alliance Program (LEAP),
Long Island Power Authority (LIPA),
Efficiency Vermont
Presentation that focuses on grantee program-utility partnership models.
Author(s)
Chuck Wilson, Small Town Energy Program
Publication Date
Organizations or Programs
Small Town Energy Program (STEP)
This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine
This case study describes Efficiency Maine's Home Energy Savings Program (HESP), one of the few large residential energy efficiency programs that has attempted to navigate the transition from rebate-focused offerings to financing focused offerings that better align with its limited budget.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Vermont

In this video interview segment, Emily Levin of Vermont Energy Investment Corporation shares the importance of market research.

Author(s)
Booz and Company
Publication Date
Organizations or Programs
Energy Impact Illinois
This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
Marlowe Kulley, Portland Bureau of Planning & Sustainability
Publication Date
This presentation is a tour of the project evaluation and data collection system that Clean Energy Works Portland uses to survey its participating residents.
Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.

Author(s)
Dimitrios Laloudakis, Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix
This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.
Author(s)
Indianapolis Neighborhood Housing Partnership
Publication Date
Organizations or Programs
Better Buildings Near Eastside Neighborhood Sweeps Program
This presentation shares the broad outreach efforts in Indianapolis.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Mass Save
This case study features a Massachusetts-based program that used an SUV-mounted thermal imaging camera to evaluate thermal leakage from homes.
Author(s)
City of Omaha, Nebraska
Publication Date
Organizations or Programs
reEnergize
An overview of program design, achievements, and lessons learned for the reEnergize program in Omaha.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy
This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit

This case study discusses the strategies Clean Energy Works Oregon's (now Enhabit's) used to actively engage contractors to make the program successful (e.g., balancing contractors' work priorities, enforcing quality standards).

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad
Building on its understanding of homeowners in Rutland County, Vermont, NeighborWorks of Western Vermont (NWWVT) enlisted respected local citizens and organizations to spread the word about home energy efficiency upgrade opportunities, an effort that helped drive demand for nearly 200 home upgrades in just six months
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
St. Louis County SAVES
This market assessment for the St. Louis Residential Energy Efficiency Loan Program identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Department of Energy
Publication Date

Through its target audience research, Rutland, Vermont's NeighborWorks H.E.A.T. Squad learned that neighbors are the most trusted messengers of energy efficiency upgrade information, rather than governments or utilities.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
Alabama Energy Revolving Loan Fund
This market assessment for the Alabama Energy Revolving Loan Fund identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

This market assessment for CharlestonSAVES identifies the customers and potential demand for an energy efficiency upgrade financing program.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
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(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.

Author(s)
Kat Donnelly, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.
Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.