Communicate program results to contractor partners and workforce development stakeholders.

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

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.

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

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

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

Decide on priority target audience segments, messages, and incentives that will motivate customers.

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.

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.

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.

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.

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.

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.

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

Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.