1. 2007 NCAF Energy Programs Leveraging Conference Beginner’s Leveraging Session: Getting Started – Options, Resources, Strategies Lisa Kesecker, Weatherization Program Specialist – West Virginia Governors Office of Economic Opportunity lkesecker@oeo.state.wv.us – tel – cell 304 767-5451 lkesecker@oeo.state.wv.us

2. T he development of leveraging and partnership strategies should be a thoughtful process, and include information that is specific to your organization, your goals, and your ability to oversee such leveraging goals/projects you may visualize

3. Step 1- Define Your Success this may take time, research, and revisions Write down desired project outcomes List demographics of those in need ID advantages-opportunities for all parties Invest time in developing reference library Finally, draft a project outline in draft proposal format

4. Step 2 Develop Internal Support Board of Directors Executive Director Program Director, etc. Organize a Strategic Planning Session, include goals, assets, stakeholders, barriers, opportunities

5. Step 3 Find A Champion(s) Strengthen existing relationships (LIHEAP, Fuel Fund, CAA Association, Volunteers)– or Get your foot in the door and start garnering support

6. Step 4 Bring In Community Support Letters of support can be very useful – this may require background discussions and meetings Consider strength of Coalitions and Affinity Groups

7. Step 5 Meet with Partner – Utility Reps Be prepared with background information, data, evaluations Meet with Utility Commission Staff and others identified For weatherization/energy efficiency partnership proposals, On-Site Weatherization Tech Demos can be useful

8. Step 6 The Role of the Media - Powerful Media exposure puts local pressure on decision makers and also better informs them of the program/proposal.

9. Step 7 Utilize Successful Examples Examples of similar/like partnerships and programs run by others (research!)

10. Step 8 -- Participate In The Decision-making Process Visuals/handouts Presentations General information presentations

11. Step 9 – Always be present If you are not at the table, you may be on the menu Have depth within your group May require time investments

12. Step 10 Persistence Is Key! Persistence