OKR template to enhance stewardship to boost donor retention

public-lib · Published 2 months ago

The OKR focuses on the enhancement of stewardship to boost donor retention. This involves improving the donor retention rate by 10% through personalized thank you messages. Strategies include developing customized thank you notes, implementing a tracking system for donor communication, and tailoring messages based on personal donor details.

The second objective aims at boosting the overall donor satisfaction score by 15% through better customer service. This requires setting up a friendly and prompt response system, training all donation handling staff in customer service, and implementing donor feedback on a regular basis.

The third part of this OKR is to reduce donor attrition by 5% via regular donor engagement activities each quarter. Important initiatives include personalized communication strategies, developing outreach programs for consistent donor interaction, and analyzing feedback to improve future engagement activities.

In summary, this OKR aims to boost donor retention and satisfaction, and reduce attrition with a more personal approach, improved customer service, and regular engagement. It stresses on regular feedback implementation, personalized communication tactics and consistent interaction.
  • ObjectiveEnhance stewardship to boost donor retention
  • Key ResultIncrease donor retention rate by 10% with personalized thank you messages
  • TaskDevelop customized thank you notes for each donor
  • TaskImplement a system to track donor communication
  • TaskIdentify personal details of donors for tailored messages
  • Key ResultImprove overall donor satisfaction score by 15% via enhanced customer service
  • TaskEstablish a prompt and friendly donor query response system
  • TaskImplement customer service training for all donation handling staff
  • TaskRegularly gather and implement donor feedback
  • Key ResultReduce donor attrition by 5% through quarterly donor engagement activities
  • TaskImplement personalized communication strategies to retain donors
  • TaskDevelop engaging outreach programs for consistent donor interaction
  • TaskAnalyze feedback to improve future donor engagement activities
Try in Tability

Related OKRs examples

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.