Develop the procurement, outreach, and loan support resources required to perform your financing activities.

Develop a detailed plan for launching and operating your program that integrates all program components into a process that is customer-friendly and efficient for contractors and other partners.

Implement contractor coordination and workforce recruitment and training in concert with other program components

Develop workforce and contractor engagement procedures, forms, and materials

Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables.

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

Identify and develop needed resources to position your organization in the market and maintain a viable business model.

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.

Launch your financing activities in coordination with other program components.

Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.

Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.

Ensure a positive customer experience with your program from launch through implementation over time.

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

Establish metrics and measurement strategies for understanding whether you are effectively achieving your program goals and meeting your customers’ needs, while identifying areas that can be improved.