The HeatSmart Alliance is a pioneer in providing one-on-one heat pump coaching to homeowners, and we have developed resources to guide and support our volunteer coaches. This started with our Coaching Model, a standard homeowner questionnaire and liability waiver, and has grown to include other documents and a training course. All the resources mentioned here are available at no cost. Official HeatSmart Alliance coaches have access to additional online resources.
Our Coaching Model
A comprehensive, yet flexible, Coaching Model that guides the conduct, engagement, training, and self-improvement of our volunteer coaches. Learn more
Homeowner Questionnaire and Liability Waiver
Our volunteer coaches ask every client to complete a homeowner questionnaire and liability waiver, and share their customized version of the coach and client roles template.
- Download "Homeowner Questionnaire"
- Download "Liability Waiver"
- Download "Coach and Client Roles Template"
Most Alliance coaches gate further engagement with a client on return of these forms, but some local coaches prefer to have conversations with clients before, or without, requesting completion of these forms.
Heat Pump Coaching Basics Course
The Alliance has a 5-session training course for volunteer coaches that it offers once or twice a year at no charge. It also makes the on-line training materials available for self study to anyone who registers, again at no charge. Learn more
Heat Load Analysis Tool
A Microsoft Excel workbook template that can be used to estimate a home’s heat loss rate and heat load based on fuel usage history. This tool provides a precursor or supplement to standard Manual J analysis. Learn more
All Alliance tools are licensed under a Creative Commons Attribution 4.0 International License
