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OKR template to secure $1 million for the pre-seed funding round

public-lib · Published 7 months ago

Your OKR template

The primary objective of this OKR (Objectives and Key Results) is to secure $1 million for a pre-seed funding round. The first outcome is to identify and reach out to 50 potential investors by the end of phase 1. The methods to achieve this involve finding potential investors through business directories or networking, locating their contact information, and initiating contact through personalized emails.

The second outcome is to secure investment commitments from at least 50% of the investors reached by the end of the final phase. The initiatives set to achieve this include creating an engaging presentation, conducting regular meetings with interested investors, and finalizing investment commitments through negotiations.

The third outcome aims to secure meetings with at least 25% of the investors identified by phase 2. Strategies to reach this goal involve creating a compelling investment proposal, scheduling meetings with potential investors, and conducting extensive research for effective pitching.

In summary, this OKR revolves around identifying potential investors, successfully pitching to them to secure meetings, and eventually negotiating with them to get investment commitments to reach the $1 million goal for the pre-seed funding round.
  • ObjectiveObjectiveSecure $1 million for the pre-seed funding round
  • Key ResultKRIdentify and reach out to 50 potential investors by end of phase 1
  • TaskInitiate contact with each investor through personalized emails
  • TaskResearch and locate contact information for identified investors
  • TaskIdentify 50 potential investors using business directories or networking
  • Key ResultKRAchieve commitment for investment from minimum 50% met investors by final phase
  • TaskNegotiate and finalize investment commitments from participating investors
  • TaskCreate a compelling presentation for potential investors
  • TaskSchedule and conduct regular meetings with interested investors
  • Key ResultKRSecure meetings with at least 25% of identified investors by phase 2
  • TaskCreate a persuasive investment proposal
  • TaskSchedule and arrange meetings with identified investors
  • TaskIdentify and research potential investors for pitching
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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