From Vision to Action: How SUNSAY NRG Developed Its 2025 Strategy and Implemented OKRs

SUNSAY NRG is a team of energy efficiency experts with a strong focus on sustainable development and scaling. To navigate market changes effectively and drive company growth, the team recognized the need for clear strategic planning.

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The meticulous preparation for the strategy session was invaluable, allowing us to use our time efficiently and dive deeper into our business specifics. The leadership team assessment helped us understand each other better, improving collaboration beyond strategy execution. During the session, we received practical tools, worked dynamically on our strategy, and outlined clear next steps for implementation through OKRs. Dmytro played a key role in aligning the team’s experience, ensuring everyone moved in the same direction. I’m confident that bringing in an external consultant created a powerful synergy and reinforced our strategic focus. Having an expert involved not just during the session but also in the follow-up support was a professional approach that delivered real results.

Zinkevych Sergii

CEO SUNSAY NRG UKRAINE

Key Objectives:

Assess internal business processes and external market conditions.
Define strategic priorities and key growth opportunities.
Implement OKRs as a goal-setting and management framework.
Assign ownership for strategic initiatives and their execution.

To address this challenge, the company partnered with Uphill Partners to co-develop a comprehensive strategy and establish a solid foundation for its implementation.

Solution & Process

We applied our strategic planning approach, integrating coaching, facilitation, and the OKR methodology to engage the team in a collaborative strategy development process.

1. Preparation Phase

OKR Accelerator Training – The team underwent a training program to build foundational knowledge of OKRs for effective goal management.
Company Assessment – A thorough analysis of internal processes, identifying growth areas and opportunities for improvement.
In-depth Interviews – Conducted with key stakeholders to gather insights, understand needs, and foster trust in the process.
Strategic Session Design – A customized approach tailored to the company’s specific context and goals.

2. Strategic Session Execution

A two-day strategy session with the leadership team included:

A group reflection on 2024 results, uncovering achievements and unexpected insights from key metrics.
Alignment on the company’s future vision and long-term direction.
Identification of key strategic initiatives and priorities.
Development of a roadmap for goal execution.
Assignment of OKR ownership to ensure accountability.

3. Follow-up & Ongoing Support

Finalizing the strategy and OKR framework.
Defining next steps and reinforcing ownership within the team.

Results

Strategic Planning Framework – A clear decision-making system for tracking progress.
Mastery of the OKR Methodology – A unified understanding of goal-setting and execution.
Business Evaluation – A data-driven analysis of internal operations and market trends.
Strategic Priorities Defined – Clear growth directions established.
Measurable KPIs & OKRs – Defined success metrics for performance tracking.
Ownership & Accountability – Each team member understands their role in executing the strategy.

Conclusion

SUNSAY NRG didn’t just create a strategic document—they built a results-driven system. Through a well-structured strategy session, the team not only set key development directions but also implemented OKRs, ensuring company-wide engagement in goal achievement. This approach provides a clear vision for the future while enabling systematic execution through measurable indicators.

This case study illustrates how a structured approach to strategic management empowers businesses to move forward effectively, engaging the entire team in driving meaningful change.

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