Communicate the results of your financing activities to internal and external partners.
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Focus on the continuous improvement of your financing activities by tracking and evaluating data, responding to feedback, and modifying strategies when needed.
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.
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.
Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.
Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.