CBO Outreach – The Good, the Bad, The Ugly

1. March 26, 2015
Michael D’Arcy
Outreach Coordinator & Energy Coach
RUPCO Green Jobs – Green New York
CBO Outreach – The Good, the Bad, The Ugly

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Realize What Works and Stick With it!

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Highlighting the importance of your role as
the CBO in your region
1. Being the “Local Trusted Source”
2. Tracking customers
3. Processing applications
4. Conducting follow up
5. Providing marketing materials
6. Presentations
7. Program experts

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Developing Partnerships and Making them
Thrive!
1. Make connections with other “Local Trusted Sources”
2. Meet with your LOCAL Home Performance Contractors
3. Create a database of community based organizations , neighborhood
associations.. ect
4. Reach out to the municipalities and their departments
5. Reach out to the utility company.. *tough one

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BPI Trained Staff!!
1. All 4 RUPCO Outreach coordinators are BPI certified
2. Building Analyst
3. Envelope Professional
4. Find more local training for continued education

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First time home buyers
1. Homeowner’s forums/resource fairs
2. First time homeowner classes
3. Speaking at PTA meetings
4. Canvassing/doorknocking on targeted outreach areas

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Some of The Hurdles

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Staff Turnover
1. Say goodbye to that trust level we talked about earlier
Staff turnover creates many problems
2. Say goodbye to that Program Expert thing we spoke about
3. Say Hello to untrained new staff
4. Say Hello to a lag time between employees where HP
customers are sitting in limbo

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This Complicated Program.
Anyone who knows this program knows how hard it can be to
explain to the public….
1. Create Materials that make it simple.
2. Use talking points help streamline the explanation.
3. Use visual aids
4. Create a short list of HP contractors you partner with

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Staying in Your Neighborhood
1. Step outside of your comfort zone. Find new outreach areas.
2. Make connections in these new areas with “Local Trusted Sources”.
3. Increase your visibility in these areas.

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Realize What Works and Stick With it!

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LET IT GO!
If it’s not working -
why keep doing it?

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Competition Instead of Collaboration
1. Work with other CBO’s
2. Work with your HP contractors
3. Work with EDGE program coordinators and other NYSERDA
contractors

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Don’t Waste Time
…and money
1. Traveling to locations / events without any real outcome
2. Handing away program materials you paid for.
3. Draining staff time and resources on partnership that have no bearing on our
deliverables
4. Create an evaluation form for before and post events, meeting, and presentations.

16. March 26, 2015
Michael D’Arcy
Outreach Coordinator & Energy Coach
RUPCO Green Jobs – Green New York
Thank You for Your Attention!
QUESTIONS???