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.
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Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.
Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.
Publication Date
Organizations or Programs
Community Power Works
This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.
Publication Date
Organizations or Programs
EnergySmart Colorado
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.