OKR template to broaden the base of individual donors

public-lib · Published 4 months ago

Your OKR template

This OKR aims to broaden the base of individual donors. To achieve this, they plan to convert 25% of inquiries into active donors. Methods of achieving this include launching interactive donor education initiatives, implementing targeted follow-up strategies, and providing personalized incentives to potential donors.

The next objective in this OKR is the weekly initiation of inquiries with 100 potential donors. Steps taken to achieve this will include sending inquiries to each potential donor weekly, researching and compiling a list of 100 potential donors every week, and draft personalized persuasive inquiry letters or emails.

The key aim is to expand the donor base, but the organization also intends to increase the average donation size by 10%. Incentives provided for larger donations, enhanced personalized communication with the donors, and donor appreciation and recognition programs are a few of the initiatives planned to achieve this target.

Overall, this OKR seeks to broaden donor base, convert inquiries into active donors, consistently engage potential donors, and increase average donation size. Effective communication and incentivization appear to be fundamental strategies the organization will use to achieve this.

ObjectiveBroaden the base of individual donors
KRConvert 25% of inquiries into active donors
Launch interactive donor education initiatives
Implement targeted follow-up strategies for all inquiries
Offer personalized incentives to potential donors
KRInitiate inquiries with 100 potential donors each week
Send out inquiries to each potential donor weekly
Research and compile a list of 100 potential donors each week
Draft personalized, persuasive inquiry letters or emails
KRIncrease average donation size by 10%
Provide incentives for larger donations
Enhance personalized communication with donors
Implement donor appreciation and recognition programs

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.

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