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This paper discusses a methodology for gathering empirical data on occupant views that live in dwellings retrofitted under the Arbed two scheme in wales, UK, and also the views of stakeholder's that delivered and managed the retrofit scheme between 2012 and 2014. The analysis of this data is being used to develop guidance for managing government funded dwelling retrofit schemes, contributing to occupant quality of life. The methodology used consists of Causal Loop Diagrams, Theory of Change and IDEFØ mapping to systematically map out relationships between activities extracted from the findings of two case studies, demonstrating key issues for investigation. This multi-tool process has been critical within the process of developing key clusters. The key clusters are fed into the IDEFØ mapping system, from analysing the complex tacit knowledge data in order to produce guidance documents to be used in government funded residential retrofit schemes. This paper will be useful for academics, landlords of housing stock undergoing retrofit measures, scheme managers undertaking large scale residential energy and retrofit upgrades, and government agencies funding retrofit upgrades to dwellings.