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OKR template to boost donor engagement significantly

public-lib · Published 4 months ago

Your OKR template

The goal in this OKR is to significantly increase donor engagement. Specifically, it is targeted at increasing repeat donations by 30%. The tactics to be employed involve implementing a monthly giving program, offering unique benefits to ongoing donors and improving donor communication with personalized thank-you notes.

Another aspect of this OKR is to grow the engagement rate on donor communications by 25%. The initiatives dedicated to achieving that include employing engaging storytelling in donor communications, initiating personalized outreach to engage and appreciate existing donors, and increasing the regularity and quality of donor update newsletters.

The final objective in this OKR is to enhance donor retention by 15%. The strategy for achieving this involves implementing personalized acknowledgement letters for regular donors, creating engaging and informative regular newsletters, and enhancing relationships through frequent interaction and engagement.

This OKR comprehensively outlines a plan with milestones for achieving higher donor interaction and engagement. It focuses on improving the experience of the donors and consequently increasing repeat donations, the engagement rate, and the overall donor retention rate.
  • ObjectiveObjectiveBoost donor engagement significantly
  • Key ResultKRIncrease repeat donations by 30%
  • TaskImplement a monthly giving program
  • TaskOffer exclusive benefits to repeat donors
  • TaskImprove donor communication through personalized thank-you notes
  • Key ResultKRGrow engagement rate on donor communications by 25%
  • TaskImplement engaging storytelling in donor communications
  • TaskInitiate personalized outreach to engage and appreciate existing donors
  • TaskIncrease frequency and quality of donor updates/newsletters
  • Key ResultKRImprove donor retention rate by 15%
  • TaskImplement personalized acknowledgment letters for consistent donors
  • TaskDevelop engaging and informative regular newsletters
  • TaskEnhance relationships through frequent interaction and engagement
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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