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

Communicate pertinent results of evaluations to program staff, partners, and stakeholders.

Implement contractor coordination and workforce recruitment and training in concert with other program components

Develop workforce and contractor engagement procedures, forms, and materials

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.

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.

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.

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.

Communicate marketing and outreach results internally and to partners.

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

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.

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.

Establish specific marketing and outreach goals, objectives, targets, and timeframes.

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.

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

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 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.

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

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.

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.

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.

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.