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

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.

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Communicate marketing and outreach results internally and to partners.

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.

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.

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.

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

Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.