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OKR template to expand the reach of our nonprofit organization

public-lib · Published 4 months ago

Your OKR template

The overarching OKR is to expand the scope of the nonprofit organization. This broad aim is divided into three specific objectives. First, to enhance fundraising revenue by 30% by refining campaigns and ensuring the retention of donors. This outcome can be fulfilled by initiatives such as reassessing the donor retention strategy and developing a more personalized approach to engagements and communication with donors.

The second part of the objective is to increase the number of active volunteers by 20%. This could be facilitated by modifying the volunteer onboarding process to make it more efficient, engaging, and comprehensive. In addition, an effective recruitment campaign targeting community engagement can attract volunteers. Lastly, an attractive volunteer benefits package can also be beneficial in meeting this target.

The last objective under this OKR plan is to establish five new partnerships that could together work on projects and events. This would entail identifying potential partners whose goals align with the organization, reaching out to selected prospects for possible collaboration, and formalizing these partnerships through negotiation and finalizing contracts.

In essence, this OKR aims to increase the breadth of the nonprofit organization by enhancing fundraising revenue, boosting the volunteer base, and establishing new partnerships. Through these elements, the organization can potentially extend its reach and impact.
  • ObjectiveObjectiveExpand the reach of our nonprofit organization
  • Key ResultKRBoost fundraising revenue by 30% through improved campaigns and donor retention
  • TaskEvaluate, improve, and maintain the donor retention strategy
  • TaskImplement a personalized approach to donor communication and engagement
  • TaskDevelop compelling storytelling for fundraising campaigns
  • Key ResultKRIncrease the number of active volunteers by 20%
  • TaskImprove the volunteer onboarding process
  • TaskLaunch a recruiting campaign targeting community engagement
  • TaskDevelop an attractive volunteer benefits package
  • Key ResultKRSecure 5 new partnerships for collaborative projects and events
  • TaskNegotiate and finalize partnership contracts
  • TaskIdentify potential partners in alignment with project goals
  • TaskInitiate outreach to selected prospects for collaboration
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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