Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.
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Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.
Communicate pertinent results of evaluations to program staff, partners, and stakeholders.
Publicize benefits and lessons learned resulting from your organization’s success in the market.
Communicate program results to contractor partners and workforce development stakeholders.
Communicate the results of your financing activities to internal and external partners.
Focus on the continuous improvement of your financing activities by tracking and evaluating data, responding to feedback, and modifying strategies when needed.
Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.
Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.
Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.
Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.
Identify and engage organizational partners in your business model design.
Monitor the effectiveness of marketing and outreach strategies and adapt as needed.
Communicate marketing and outreach results internally and to partners.
Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Decide on priority target audience segments, messages, and incentives that will motivate customers.
Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.
Establish goals, objectives, and timeframes for your financing activities.
Establish relationships with organizations that will assist with program marketing and outreach.
Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.
Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.
Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
Learn about the capabilities and services of existing contractors and training providers working in your market.
Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.
Establish specific marketing and outreach goals, objectives, targets, and timeframes.
Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.
Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.
Establish relationships with contractors who will deliver program products and services, and with organizations that train and certify workers.
Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.
Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.