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.

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.

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 partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

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.

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

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.

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

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