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.

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.

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.

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.

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.

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.