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OKR template to expand our base of regular donors

public-lib · Published 5 months ago

Your OKR template

The OKR titled "Expand our base of regular donors" focuses on three main objectives. The first outcome is to enhance the donation retention rate by 15% through captivating newsletters and current updates. This improvement will be achieved by boosting personalized content in newsletters, sharing success stories, and periodically conducting surveys for donor feedback.

The second outcome is establishing alliances with ten local businesses for additional donation incentives. This aim will be met by following up with firms through phone calls or meetings, composing and sending partnership proposal letters to the businesses, and identifying potential businesses locally for partnerships.

The third outcome of this OKR is to increase the donor database by 25% via targeted marketing campaigns. This goal will be realized by monitoring campaign effectiveness and modifying as needed, formulating tailored donation marketing campaigns, and identifying potential donors within the target market.

In implementing all these, the OKR aims to broaden the organization's foundation of regular donors significantly. The measures are strategic and cater to both donor retention and acquisition of new donors, thus ensuring constant financial support for various projects.
  • ObjectiveObjectiveExpand our base of regular donors
  • Key ResultKRImprove donor retention rate by 15% via engaging newsletters and updates
  • TaskIncrease personalized content in donor newsletters
  • TaskShare success stories in update communications
  • TaskImplement quarterly surveys for donor feedback
  • Key ResultKREstablish partnerships with 10 local businesses for new donation incentives
  • TaskFollow-up with businesses via phone call or meeting
  • TaskDraft and send partnership proposal letters to businesses
  • TaskIdentify and list potential local businesses for partnerships
  • Key ResultKRIncrease donor database by 25% through targeted marketing campaigns
  • TaskTrack campaign effectiveness and adjust as needed
  • TaskDevelop tailored donation marketing campaigns
  • TaskIdentify potential donors within target market
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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