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

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.

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

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

Launch your financing activities in coordination with other program components.

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.

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

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

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

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

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.