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Energy.gov Office of Energy Efficiency and Renewable Energy Residential Program Guide
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Financing – Develop Resources

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

Program Design & Customer Experience – Develop Implementation Plans

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.
Handbook

Financing – Communicate Impacts

Communicate the results of your financing activities to internal and external partners.
Handbook

Financing – Assess & Improve Processes

Focus on the continuous improvement of your financing activities by tracking and evaluating data, responding to feedback, and modifying strategies when needed.
Handbook

Program Design & Customer Experience – Make Design Decisions

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.
Handbook

Financing – Deliver Program

Launch your financing activities in coordination with other program components.
Handbook

Program Design & Customer Experience – Identify Partners

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.
Handbook

Program Design & Customer Experience – Set Goals & Objectives

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.
Handbook

Financing – Develop Evaluation Plans

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

Financing – Make Design Decisions

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

Financing – Develop Implementation Plans

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

Financing – Identify Partners

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.
Handbook

Financing – Set Goals & Objectives

Establish goals, objectives, and timeframes for your financing activities.
Handbook

Financing – Assess the Market

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.
Handbook

Program Design & Customer Experience – Overview

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.
Handbook

Financing – Overview

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
Handbook

Program Design & Customer Experience – Assess & Improve Processes

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
Handbook

Program Design & Customer Experience – Develop Resources

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

Program Design & Customer Experience – Communicate Impacts

Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.
Handbook

Program Design & Customer Experience – Deliver Program

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

Program Design & Customer Experience – Develop Evaluation Plans

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.
Handbook

Program Design & Customer Experience – Assess the Market

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

Content Type

  • Resource (522)
  • Tips for Success (29)
  • (-) Handbook (22)

Resource Type

Program Components

  • Market Position & Business Model (10)
  • (-) Program Design & Customer Experience (11)
  • Evaluation & Data Collection (5)
  • Marketing & Outreach (11)
  • (-) Financing (11)
  • Contractor Engagement & Workforce Development (11)

Program Design Phases

  • Overview (2)
  • Strategy Development (8)
  • Planning (4)
  • Implementation (4)
  • Evaluation (4)

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Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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