Communicate pertinent results of evaluations to program staff, partners, and stakeholders.

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

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

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

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.

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

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.

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

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.

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

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

Identify and engage organizational partners in your business model design.

Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners. Develop a business model that will allow you to deliver energy efficiency services.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.

Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.

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

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.

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.

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

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

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.

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.

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.