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

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.

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

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.

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

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.

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