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

Identify and develop needed resources to position your organization in the market and maintain a viable business model.

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.

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

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

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.

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 the necessary materials, tools, and staff capacity to effectively deliver and manage your program.

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.

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.