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.
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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.
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.
Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
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.