Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.

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 program results to contractor partners and workforce development stakeholders.

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.

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.

Launch your financing activities in coordination with other program components.

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.

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

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.

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 plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.

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.

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.

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

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.

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.

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.