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.

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.

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.

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