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

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

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.