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.

Decide on priority target audience segments, messages, and incentives that will motivate customers.

Establish relationships with organizations that will assist with program marketing and outreach.

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.

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.

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.