Communicate program results to contractor partners and workforce development stakeholders.

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.

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.

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

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.

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.

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.

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 metrics and measurement strategies for understanding whether you are effectively achieving your program goals and meeting your customers’ needs, while identifying areas that can be improved.

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.