OKR template to secure substantial donations from major givers
Your OKR template
Another major outcome is securing a minimum of $1M in donations from at least three verified donors. The initiatives for this objective involve identifying potential donors, creating personalized donation proposals, and negotiating donation terms.
The last significant objective involves identifying and engaging with 20 potential major donors within the quarter. Innovative strategies for achieving this includes researching promising individuals who could make significant donations, creating personalized engagement strategies for each person, and establishing contact and fostering relationships.
In essence, this OKR targets substantial donations by prioritizing relationship building and personalization to existing and potential donors. It emphasizes the need for identifying potential givers, creating appealing proposals, and managing donor relationships to secure significant financial commitments.
ObjectiveSecure substantial donations from major givers
KRImprove relationships with existing major donors, increasing gifts by 30%
Provide personalized expressions of gratitude to major donors- Schedule regular, personal check-ins with existing major donors
- Develop tailored donation projects to engage existing donors
- KRSecure commitments of at least $1M in donations from at least 3 verified donors
- Identify potential donors and assess their donation capacity
- Create personalized proposals highlighting benefits for each donor
- Initiate communication and negotiate the donation terms
- KRIdentify and engage with 20 potential major donors by the end of the quarter
- Research 20 promising individuals for potential major donations
- Tailor personalized engagement strategies for each prospect
- Initiate contact and cultivate relationships with each individual
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.
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.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
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.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale