Thursday, May 14, 2015


3:00 PM: - Conservation and Environmental Center (CEC) Tour / Discussion, Amy Trinidad/Patrice Lehermeier, Colorado Springs Utilities

The Conservation and Environmental Center is an interactive learning center that Colorado Springs Utilities uses to inform its customers on energy and water efficiency. You can learn how to use energy and water wisely by touring the Xeriscape Demonstration Garden, there is an extensive resource library or you can check out one of the interactive displays, also includes information on solar and wind power, CFL and LED lighting, low-flow indoor and outdoor water equipment, holiday lights and more.

  • Interactive learning with Colorado Springs Utilities.
  • Tour includes an overview of current Utility tips, rebates/incentives
5:00 PM: Hotel Check-in

6:00 PM: Dinner/Team Bonding


Friday, May 15, 2015


8:00 AM: Breakfast: Welcome/Overview of VI Utility Summit – Erica Rockenstein/Tim Berney

8:30 - 9:30 AM: Presentation: 2015 Strategic/Creative Overview 

Each Utility VI AE will provide a 15 minute presentation on strategies and creative for our current Utility clients.

  • 2015 Marketing Strategy/Creative presentations include:
    • Colorado Springs Utilities – Erica/Laura/Jen
    • Oklahoma City Water & Solid Waste – Judi
    • PSO – Megan/Christine/Erin
    • BPU – Hayley/Shannon

9:30 - 11:00 AM: Research Presentation by Andrew Heath, JD Power and Associates and Beth Gastor, Colorado Springs Utilities – Tim Berney, Moderator

  • 9:30 - 10:15 AM: 2015 Electric Utility Residential Customer Satisfaction Study Survey Results, Andrew Heath, JDPA, 45 minutes including 
    • Andrew to present previously reported research findings by JD Power and Associates – including National Utility findings/rankings among mid-sized Utility companies.
    • Andrew to present best practices, trends or insights regarding top performing JDPA mid sized Utility companies. 
    • Q&A
  • 10:15 - 10:45 AM: Colorado Springs Utilities’ Customer Counts Survey with Beth Gaster, Colorado Springs Utilities, 30 mins including Q&A
    • Beth to provide 2015 Colorado Springs Utilities Creative results as example of most recent Customer Counts Survey.
    • Beth to review how Colorado Springs Utilities reviews research survey results and how they interpret survey findings.  
    • Tim to discuss how VI might interpret results as it relates to specific Utility marketing or creative strategies. (Example: most recent Colorado Springs Utilities Research Analysis document)
    • Q&A

10:45 - 11:00 AM: Open Discussion: Research Opportunities – Tim Berney, moderator

  • What further research can VI do as partners of the Utility industry that would position us as experts? What research would be beneficial to us as a partner? 

11:00 AM: Break


Friday, May 15, 2015 (Continued)

11:15 - 12:00 PM: Presentation: Boosting Residential Engagement, Shannon/Erica

Strategic opportunities that would help VI’s Utility clients increase engagement with Residential Utility customers. 

  • The following have proven to be trending marketing approaches and could be used as potential topics of each individuals presentation. Topics suggested, but not limited to:
    • Personalization 
    • Content Marketing 
    • Applications/Community Portals
    • Community Partnerships/Sponsorships (Erica)
  • Open Discussion: Group to discuss different strategic opportunities and trends in 2015. What, if any, of these opportunities would work with VI’s clients and why?

12:00 - 12:30 PM: Lunch

12:30 - 1:30 PM: Presentation: Colorado Springs Utilities; Developing a Communications Strategy – Erica Rockenstein, Moderator


  • Residential/Commercial Energy, Amy Trinidad
  • Residential/Commercial Water, Patrice Lehermeier
  • Website/Digital Communications (including Social): Eric Isaacson/Cheron Cole
    • Each individual Communications Specialist from Colorado Springs Utilities will provide insight into the internal decision making process, what drives messaging, how campaign goals are measured and how supporting mediums are used to support individual DSM program strategies (web, social, newsletters, etc) from a Utility Organization’s perspective. 
    • Top Marketing Challenges and Successes
    • Q&A

1:30 - 2:30 PM: Open Discussion: Each VI attendee to discuss one or two best practices they see with VI Utility Clients on the following subjects. This is to encourage idea sharing and to gain perspective on additional VI services our Utility clients could use. 

  • Best practices in Strategy, Media, Creative, SEO and Social
  • Overall group ideas and opportunities by product/segment
    • Residential Conservation Programs 
    • Residential/Commercial Rebate/Incentive Programs
    • Water
    • Energy
    • Safety
    • Solid Waste

2:30 PM: Break

2:45 - 3:45 PM: Presentation: Utilities Creative, Jen/Erin

  • Creative to present examples of design not specific to VI Utilities Clients that they find intriguing/awesome/strategic/etc. 
  • Creative to present examples of their favorite VI Utility creative campaigns, including insight on what they felt worked well about those specific creative examples.

3:45 - 4:00 PM: Presentation: Utilities Specific Awards/Opportunities for VI recognition, Erica 

4:00 - 4:30 PM: Brainstorm Session: Lessons Learned at Utilities Summit, Tim, moderator

  • Group to discuss how VI can use what was presented at the Utilities Summit with each Utility client. 
  • Group to discuss additional ideas and lessons learned from the Summit.  
  • Our main goal with this Summit was to help develop strategic thoughts beneficial to our individual clients or client’s programs based on residential and commercial utility opportunities. 
  • Group to discuss what they’d like to see at future VI Utility Summits.

4:30 - 5:00 PM: Wrap Up, Erica

6:00 PM: Dinner/Team Bonding


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Questions? Email us.