Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

This data intake template spreadsheet provides a way to track home energy performance metrics.

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

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.

This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.