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

Communicate program results to contractor partners and workforce development stakeholders.

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.

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

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

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

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

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

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.

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

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Communicate marketing and outreach results internally and to partners.

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.

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

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

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.