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

Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.

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.

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.

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

Develop workforce and contractor engagement procedures, forms, and materials

Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables.

Publicize benefits and lessons learned resulting from your organization’s success in the market.

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

Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.

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.

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

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.

Identify and engage organizational partners in your business model design.

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Communicate marketing and outreach results internally and to partners.

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

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

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.

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.

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.

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.

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.

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

Ensure a positive customer experience with your program from launch through implementation over time.

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.

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.