This conversion rate spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.

This marketing tactics spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

The Marketing & Outreach Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your marketing and outreach activities.

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

A one-page template that helps program administrators visualize activities and associated timelines for their marketing efforts.

This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

This instructional template offers instructions on how to write a press release.

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.

A sample for defining and elaborating on the specifics of a clean energy loan program.

Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

Homeowner survey created by the utility to inform their whole home upgrade program.

This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.

This worksheet can help key program and marketing staff collaborate to develop a brand platform.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

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.

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.

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.

Template for program administrators to fill out to help determine the goals and design of financing activities.

An Excel-based example of a financing program model.

Example loan loss reserve fund agreement.

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.

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.

A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

Sample script Los Angeles County used to survey homeowners about energy issues.