Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.

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.

Publicize benefits and lessons learned resulting from your organization’s success in the market.

Communicate program results to contractor partners and workforce development stakeholders.

Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

Identify and develop needed resources to position your organization in the market and maintain a viable business model.

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

Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.

Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.

Identify and engage organizational partners in your business model design.

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 relationships with organizations that will assist with program marketing and outreach.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

Learn about the capabilities and services of existing contractors and training providers working in your market.

Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.

Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners. Develop a business model that will allow you to deliver energy efficiency services.

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

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 contractors who will deliver program products and services, and with organizations that train and certify workers.

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

Support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, fostering clear communication, and refining program processes over time, in partnership with your workforce.