Every Role Matters
Who's Making it Happen
What's In the Toolbox
Mark your Calendar
Roadmap to Success
100

Aligns business goals with program execution

Program Manager

100

Process project invoices for payment

Operations

100

Stores Customer's Account Records and other stakeholders engagements

Salesforce

100

First annual meeting of the year to engage and train EESPs

Kick-off Meeting

100

Step-by-step project guide used to move a project forward

Process Flow

200

Manages the Power BI/App platform

Program Analyst

200

Updates the Hit List for forecasting 

Energy Advisors

200

Central hub for program internal and external content and data

SharePoint

200

IS Program meeting to gather new ideas for elevation

Innovation Meeting

200

Shows team roles and reporting structure

Organizational Chart

300

Builds customer and other industrial relationships

Program Outreach Manager

300

Schedules EESP customer introductions

Energy Management Engineer - Outreach

300

EESP gateway for essential tools and resources

EESP Portal

300

Event held mid-year to reconnect with EESPs

Roundtable

300

Verifies Customer project details such as: contact information, measures, savings, incentives, & payment

Customer Selection Form

400

Uses tools and calculations to optimize energy savings

Program Engineer Manager

400

Reviews projects and validates documentation for technical review 

Program Engineers

400

Data for existing and post projects is pulled from the platform  

Power BI/App

400

Weekly meetings to share updates and collaborate

IS Teams meetings

400

Defines teams roles and strategic impact

Roles and Responsibilities Matrix

500

Manages EESP marketing and communications

Marketing Specialist

500

Oversees program data, tracking, and reporting  management

Program Analyst

500

Stores all IDS projects and measurement data

eTrack

500

Events to generate industrial leads

Trade shows/Network Events

500

Tracks project progress, performance and trends throughout the year

Scoreboard

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