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.

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

Develop workforce and contractor engagement procedures, forms, and materials

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

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.

Launch your financing activities in coordination with other program components.

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

Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.

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.

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

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

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

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.

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.

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.

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.