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.

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 engage organizational partners in your business model design.

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