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Author(s)
U.S. Department of Energy
Publication Date
This worksheet can help key program and marketing staff collaborate to develop a brand platform.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This document provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

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
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
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)
EnergyWorks KC
Publication Date
Organizations or Programs
EnergyWorks Kansas City

This marketing plan from EnergyWorks Kansas City includes a strategic focus for the program's outreach activities, as well as three core marketing objectives Kansas City set out to meet.

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

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

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

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

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

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

Furthering Your Local Governments' Energy Efficiency Goals: Part 1 - Getting Support From Local Leaders

Author(s)
Chuck Clinton, National Association of State Energy Officials,
Jay Fisette, Arlington County, Virginia,
Michael Yambrach, Washington, D.C.,
Kaci Radcliffe, Skagit County, Washington,
Jennifer Clymer, ICF International
Publication Date

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

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)
Stacy Ho and Jeremy Hays, Green For All
Publication Date
Organizations or Programs
Enhabit

This report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.

How to Design and Market Energy Efficiency Programs to Specific Neighborhoods

Author(s)
Michelle Leigh, County of Volusia, Florida,
Andrea Petzel, City of Seattle, Washington,
Lilah Glick, Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Community Power Works,
Volusia County,
FL,
Greater Cincinnati Energy Alliance (GCEA)

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

Author(s)
Jane Peters, Research Into Action, Inc.
Publication Date

This presentation describes steps programs can take to obtain useful feedback from customers regarding their programs.

How to Work with the Media

Author(s)
U.S. Department of Energy
Publication Date
This webcast offers a preview of tools and proven techniques to work with local media to increase program visibility. The webcast also features a discussion where participants shared what is working with their program's media efforts.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report provides data from nationwide utility customer satisfaction surveys and two case studies to encourage utilities to offer high-quality energy efficiency programs and services for their customers.

Leveraging Partnerships with Faith-Based Organizations

Author(s)
Rev. Fletcher Harper, GreenFaith,
Paul C. Raver, Jr., Green Market Solutions,
Alexis Chase, Georgia Interfaith Power & Light
Publication Date
Organizations or Programs
Georgia Interfaith Power & Light's Power Wise,
GreenFaith,
Maryland Home Performance with ENERGY STAR,
New Jersey Home Performance with ENERGY STAR,
PSE&G Whole House Energy Efficiency Program
This webcast explores how faith-based organizations and their partners have used energy efficiency as an organizing motivator to upgrade the institutional building and then members' homes.
Author(s)
Maryland's Home Performance with ENERGY STAR
Publication Date
Organizations or Programs
Maryland Home Performance with ENERGY STAR

On Maryland's Home Performance with ENERGY STAR website, homeowners can review their contractor and experience. These customer reviews, along with contractors' accreditations and services, are published on the website as part of each contractor's information page. Users of the website can search for contractors and sort the results based on homeowner ratings and by geographical location.

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)
U.S. Department of Energy
Publication Date

The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.

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

This peer exchange call summary focused on messaging and delivery strategies of those messages to low-income program participants. 

Author(s)
ENERGY STAR
Publication Date

This document provides a tutorial of MY ENERGY STAR Account (MESA).  MESA is a Web portal that houses program marks for ENERGY STAR Sponsors and contractors as well as various marketing pieces.

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)
Oak Ridge National Laboratory
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Greater Cincinnati Energy Alliance (GCEA),
Neighborhood Energy Action Partnership,
WeatherizeDC
This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.
Author(s)
U.S. Department of Energy
Publication Date

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

Author(s)
U.S. Department of Energy
Publication Date
This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.
Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bremerton,
RePower Bainbridge

This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program in Washington. It includes example forms and a draft letter to contractors.

Author(s)
Oak Ridge National Laboratory
Publication Date

The Residential Retrofit Program Design Guide focuses on the key elements and design characteristics of building and maintaining a successful residential energy upgrade program. The material is presented as a guide for program design and planning from start to finish, laid out in chronological order of program development.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

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

This presentation provides a list of resources and tips for running a social media campaign.

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
BetterBuildings for Michigan
This case study describes an innovative program design used by BetterBuildings for Michigan to "sweep" neighborhoods in order to effectively reach its residential audience and achieve an 80% participation rate among those canvassed.
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
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author(s)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energize Clackamas County,
Green Homes Challenge
This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.
Author(s)
U.S. Environmental Protection Agency
Publication Date

This ENERGY STAR presentation provides an overview of the power of social media to promote energy efficiency with programmatic examples offered by expert presenters.

Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
These award winning videos show the benefits of residential energy efficiency.

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on establishing the challenges, strategies and key topics related to the workforce for future peer exchange calls.

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)
Arizona Home Performance with ENERGY STAR
Publication Date
Organizations or Programs
Arizona Home Performance with ENERGY STAR,
Southwest Gas,
Arizona Public Service (APS),
Salt River Project (SRP)

The AZ Home Performance with ENERGY STAR program (AZHPwES) requires that participating contractors demonstrate a high level of building science knowledge and maintain the highest standards of technical performance and customer service as described in the contractor requirements.

Author(s)
Kira Ashby, Consortium for Energy Efficiency,
Monica Nevius, New York State Energy Research and Development Authority,
Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Pepco Holdings' Home Performance with Energy Audits Program,
Energy Trust of Oregon,
Public Service of New Hampshire,
PSE&G Whole House Energy Efficiency Program,
FortisBC’s 20/20 Challenge Program,
Focus on Energy

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

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

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan
This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.
Author(s)
Steve Morgan, Clean Energy Solutions, Inc.
Publication Date
Organizations or Programs
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.

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)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.

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)
Emerald Cities Planning Committee
Publication Date
Organizations or Programs
Emerald Cities Collaborative,
City of Milwaukee Residents Preference Program,
City of Los Angeles,
CA,
Community Redevelopment Agency of Los Angeles,
Port of Oakland,
Cleveland University Hospital Vision 2010,
San Francisco Public Utilities Commission Water System Improvement Program
This guide to Community Workforce Agreements is an appendix to the Road Map to Emerald Cities and provides a framework to use an innovation on the traditional Project Labor Agreement to give life and meaning to the social compact.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

This fact sheet provides information about energy efficiency, explains how utility and state investment in energy efficiency helps consumers, and describes what to expect from utility or state efficiency programs.

Author(s)
Lee Butler, New York State Energy Research and Development Authority
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report summarizes the approaches used by energy efficiency program administrators when assessing the range of financial and other incentives to be used in energy efficiency programs.

Designing Effective Incentives to Drive Residential Retrofit Program Participation

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
Efficiency Maine,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Efficiency Vermont

This webcast covers information about designing effective incentives to drive residential retrofit program participation.

Door-to-Door Outreach and Tracking Impacts

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

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
City of Houston's Residential Energy Efficiency Program,
Energy Smackdown,
Hood River Conservation Project,
City of Houston's Residential Energy Efficiency Program,
Jasper Energy Efficiency Project,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Marshfield Energy Challenge,
New London Resource Project,
New York State Energy Research and Development Authority (NYSERDA),
Take Charge Challenge,
Twin Cities One Stop Program,
Efficiency Vermont,
WeatherizeDC

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.

Author(s)
Lauren Swiston, Maryland Energy Administration
Publication Date
Organizations or Programs
EmPOWER Maryland
This presentation discusses workforce development experiences with residential energy efficiency programs in Maryland, including early successes, work with moderate-income populations, partnerships with utilities and colleges, challenges, and lessons learned.
Author(s)
U.S. Department of Energy
Publication Date
This video provides an overview of what's involved in home energy assessments
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)
Community Benefits Law Center
Publication Date
Organizations or Programs
Enhabit,
New Jersey Weatherization Assistance Program,
Delaware Weatherization Assistance Program,
Washington State Energy Program,
Community Power Works,
Santa Clara County AB811 Pilot Program

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.

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)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
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.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

Marketing & Outreach: Working with and Learning from Contractors

Author(s)
Karen Villeneuve, NYSERDA,
Peter Krajsa, AFC First Financial Corporation,
Michael Rogers, GreenHomes America,
Matt Golden, Recurve
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
New York State Energy Research and Development Authority (NYSERDA),
Connecticut Solar Lease,
Connecticut Energy Efficiency Fund,
Kentucky Home Performance,
AFC First's EnergyLoan Program

This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

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

This presentation discusses elements of developing an energy efficiency program marketing and communications strategy, including concepts to consider in a marketing plan.

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010

Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Enhabit,
Energy Upgrade California

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency

Author(s)
U.S. Department of Energy,
Lawrence Berkeley National Laboratory,
Booz Allen Hamilton, Inc.,
Clean Energy Solutions, Inc.,
Local Energy Alliance Program
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Local Energy Alliance Program (LEAP),
Southeast Energy Efficiency Alliance (SEEA)

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

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)
This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.
Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Florida Weatherization Assistance Program,
New York State Energy Research and Development Authority (NYSERDA)
This report presents a review of selected home energy auditing tools. The energy audit tools reviewed in this study include REM/Rate, BEACON Home Energy Advisor, EnergyInsights, Home Energy Tune-uP, EnergyGauge, TREAT, the National Energy Audit Tool (NEAT), Home Energy Saver Professional (HESPro), and RealHomeAnalyzer.
Author(s)
Eagle County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.
Author(s)
Sustainable Home Initiative in a New Economy
Publication Date
This market research study identifies key stakeholders; builds and executes a survey to help determine the appropriate segmentation, targeting, and positioning (STP) strategy; and develops marketing tactics as part of an integrated marketing communications plan to help launch the program.