Develop the procurement, outreach, and loan support resources required to perform your financing activities.
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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.
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.
Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners. Develop a business model that will allow you to deliver energy efficiency services.
Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.