Chroma Energy Group is a leading provider of solar engineering, procurement, and construction services, with a mission to accelerate the transition to clean and sustainable energy solutions. With a strong emphasis on innovation, quality, and client satisfaction, Chroma Energy Group is dedicated to shaping a brighter and greener future for communities across the United States.
Founder and CEO Ed Rottmann worked with Velocity Advisory Group’s CEO Dave Fechtman in the past, so he reached out for help with strategic planning for his new company. During the strategic planning session, Chroma went through a rigorous two-day process defining what differentiates Chroma as a company and setting aggressive, clear, and measurable goals for the year.
Since the initial strategic retreat and assigning a plan champion, the company was at 60% of their revenue goal for the year just six months in, 50% of their goal for new C&I (Commercial and Industrial) projects, and increased employee headcount by 25%.
From strategic planning to offsites to executive coaching, Velocity Advisory Group has supported hundreds of thousands of professionals in meeting their goals. For Chroma Energy Group, it wasn’t about surpassing last year’s goals, since it was a new company, it was about figuring out who Chroma is as a business and what they’d like to accomplish this year.
“Velocity worked with us in the beginning of the year and asked all the employees what their expectations and goals were. It wasn’t just about Ed [Rottmann]’s vision. It was asked to each employee. It felt like everyone had a say — and that made a big difference.”
-Jessica Salvo, Office/HR Manager
Chroma Energy Group
Documenting your strategic plan is important, but having a tool like Elate helps Salvo and Chroma track and measure progress. The Elate platform helps create a unified view of Chroma’s strategic plan. Rather than working out of dozens of spreadsheets or endless presentations, the platform combines the plan with real-time performance metrics in one view, and can be easily shared among team members.
“The key to successful strategic planning is to make it meaningful. Our North Star, Essential Behaviors, and Goals are integrated into everything we do, starting with new employee onboarding. Velocity’s support and
coaching, plus the Elate platform, have been crucial to our success.”
Ed Rottmann, Founder and CEO
Chroma Energy Group
Read the full case study below, or click here for a downloadable PDF.
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