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OKR template to increase unrestricted funding to bolster organization sustainability

public-lib · Published 4 months ago

Your OKR template

The primary goal is to strengthen the organization's sustainability through an increase in unrestricted funding. A specific target is to raise unrestricted funds by 25% more than the previous quarter. This goal involves identifying potential new donors, improving interaction with current donors and implementing more efficient fundraising strategies.

Another objective involves sourcing three new streams of unrestricted funding to diversify the organization's revenue base by the second quarter. Here, the focus is to develop unique proposals for each potential funder, identify new funders in untapped areas, and fastidious follow-up on submitted proposals.

The third strategic aim is arranging five fundraising events specifically focused on increasing unrestricted funding. These events should be large scale, attracting more than 100 attendees each. To successfully pull this off, a strong marketing strategy must be developed and implemented, appropriate venues to accommodate such large groups identified and booked, and themes for the events decided.

Overall, this OKR emphasizes financial sustainability through diversification and strengthening of unrestricted funding. There is a balanced focus on both current and potential new donors and on innovative strategies across the fundraising spectrum.
  • ObjectiveObjectiveIncrease unrestricted funding to bolster organization sustainability
  • Key ResultKRRaise 25% more unrestricted funds compared to previous quarter
  • TaskIdentify potential new donors for unrestricted funds
  • TaskEnhance engagement with current donors
  • TaskImplement more effective fundraising strategies
  • Key ResultKRSecure three new unrestricted funding sources to diversify revenue by Q2
  • TaskDevelop proposals for each target funder
  • TaskIdentify potential new funders in untapped areas
  • TaskSubmit proposals and follow up
  • Key ResultKRConduct 5 fundraising events focused on unrestricted funding with 100+ attendees each
  • TaskDevelop and implement a robust marketing strategy to attract attendees
  • TaskIdentify and secure venues which can accommodate 100+ attendees
  • TaskDetermine potential themes for 5 distinctive fundraising events
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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