Monitor the effectiveness of contractor and workforce development efforts, motivate improvement, address low performers, and adapt on a regular basis.

Learn about the capabilities and services of existing contractors and training providers working in your market.

Communicate program results to contractor partners and workforce development stakeholders.

Implement contractor coordination and workforce recruitment and training in concert with other program components

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.

Develop workforce and contractor engagement procedures, forms, and materials

Establish relationships with contractors who will deliver program products and services, and with organizations that train and certify workers.

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.

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.

Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.

Focus on the continuous improvement of your financing activities by tracking and evaluating data, responding to feedback, and modifying strategies when needed.

Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.

Communicate the results of your financing activities to internal and external partners.

Launch your financing activities in coordination with other program components.

Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.

Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.

Develop the procurement, outreach, and loan support resources required to perform your financing activities.

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.

Establish goals, objectives, and timeframes for your financing activities.

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.