Green Lending Toolkit
The Green Lending (GL) Toolkit supports financial institutions to strategize, plan, and deploy green lending best practices with the overall goal to expand the GL portfolio.
The Toolkit contains a practical set of information guides, strategies, training courses, best practice templates and links to resources. It has been designed to serve banks and financial institutions, both at the start of their green lending efforts, as well as during growth and expansion of green lending throughout the organization.
The Toolkit is modular and institutions can choose the tools that are relevant to their current needs.
GL Strategy Guide
The most successful green lending programs have undergone a deliberate strategic planning process. This module informs how to develop a Green lending Strategy & Plan.
GL Sales Training
To position and sell green lending products effectively this module contains sales training materials
GL Value Added Case Studies
Real examples of GCPF financed projects showing how energy efficiency save money or how renewable energy projects generate value.
Branding & Marketing
GL Promotional Ideas
Read and get inspired by a set of promotional ideas to create awareness on the benefits of green lending products
GL Marketing & Segmentation Guide
Guidance document on how to assess and segment your market to identify product and client opportunities for growing green lending
GL Ecosystem Guide
Guidance document informing on how to build an ecosystem of experts, technology providers, industry and business groups to create new business opportunities
Going Green Guide
Guidance document on how to green your institution and lead by example to promote awareness of energy efficiency and renewable energy technologies
Training & Engagement Events
GL Strategy Workshop
To develop a green lending strategy and plan, your company’s leadership and management staff need to agree and align on how to drive performance with green lending. This module provides training materials for a two day workshop that will be facilitated by an experienced, independent moderator upon request.
GL 101 Info Session
Engagement session material for creating awareness within your institution to motivate staff to promote green lending
GL Portfolio Workshop
To capture the full potential for investing in energy efficiency or renewable energy, credit officers need to be equipped to identify clients having such interest. This module contains diverse materials for a facilitated workshop enabling your institution to explore this potential in your market.
GL Champions Training
Building a green portfolio is best achieved if within you institution a number of “champions” are trained as trainers to understand how to engage and motivate staff and deliver the activity based trainings in the Toolkit. A two day facilitated workshop equips your champions to build capacity across your institution.
Videos help visualize and understand the relevance and concept of green investments
Technical Assessment Guide
Read about how to guide clients to access technical assessment for identifying savings in energy and benefits of renewable energy
GL Product Development Guide
Best practice guide on how to develop strong green lending products
Pre Approved Products Guide
Guide on how to develop a pre-approved products list for sales channels to speed up green lending approvals