13 customisable OKR examples for Funding Manager
What are Funding Manager OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Funding Manager to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own Funding Manager OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable Funding Manager OKRs examples
You will find in the next section many different Funding Manager Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
1. OKRs to increase unrestricted funding to bolster organization sustainability
Increase unrestricted funding to bolster organization sustainability
Raise 25% more unrestricted funds compared to previous quarter
Identify potential new donors for unrestricted funds- Enhance engagement with current donors
- Implement more effective fundraising strategies
- Secure three new unrestricted funding sources to diversify revenue by Q2
- Develop proposals for each target funder
- Identify potential new funders in untapped areas
- Submit proposals and follow up
- Conduct 5 fundraising events focused on unrestricted funding with 100+ attendees each
- Develop and implement a robust marketing strategy to attract attendees
- Identify and secure venues which can accommodate 100+ attendees
- Determine potential themes for 5 distinctive fundraising events
2. OKRs to secure $1 million for the pre-seed funding round
- Secure $1 million for the pre-seed funding round
- Identify and reach out to 50 potential investors by end of phase 1
- Initiate contact with each investor through personalized emails
- Research and locate contact information for identified investors
- Identify 50 potential investors using business directories or networking
- Achieve commitment for investment from minimum 50% met investors by final phase
- Negotiate and finalize investment commitments from participating investors
- Create a compelling presentation for potential investors
- Schedule and conduct regular meetings with interested investors
- Secure meetings with at least 25% of identified investors by phase 2
- Create a persuasive investment proposal
- Schedule and arrange meetings with identified investors
- Identify and research potential investors for pitching
3. OKRs to strengthen collaboration and maximize the impact of public and private partnerships
- Strengthen collaboration and maximize the impact of public and private partnerships
- Increase the number of public and private partnership agreements by 20%
- Initiate targeted outreach and networking efforts to engage potential public and private partners
- Develop a compelling proposal highlighting the benefits of collaboration to potential partners
- Streamline negotiation and agreement processes to ensure efficient and timely partnership agreements
- Research potential public and private partners aligned with our mission and values
- Foster trust and deepen relationships with partners through regular communication and engagement
- Schedule bi-weekly check-ins with partners to share updates and gather feedback
- Plan and host quarterly virtual events or webinars to facilitate networking and collaboration
- Offer regular performance reviews and acknowledgments to show partners their value and importance
- Share relevant industry news and resources with partners to foster knowledge exchange
- Measure and enhance the effectiveness of partnerships by conducting quarterly evaluations and feedback sessions
- Analyze evaluation data and identify areas for improvement to enhance partnership effectiveness
- Implement action plans based on feedback and evaluation results to optimize partnerships
- Schedule and conduct quarterly feedback sessions with partners to gather their insights
- Develop a comprehensive evaluation framework to measure partnership effectiveness accurately
- Secure additional funding opportunities by leveraging existing partnerships and identifying new potential collaborators
- Review existing partnerships and identify any untapped funding opportunities
- Develop a strategic plan to leverage existing partnerships for securing additional funding
- Conduct research to identify potential new collaborators with relevant funding resources
- Build relationships with potential collaborators through networking events and communication channels
4. OKRs to raise 1 Million US Dollars as seed funding
- Raise 1 Million US Dollars as seed funding
- Identify and pitch to 50 potential investors in targeted industries
- Create a comprehensive list of 50 potential investors in targeted industries
- Research each investor's interests, prioritizing those aligned with our company
- Develop and customize pitches tailored to each potential investor
- Secure commitments from 10 investors at an average of $100,000 each
- Schedule individual meetings to present pitch
- Identify 20 potential investors for initial outreach
- Prepare a persuasive investment pitch
- Execute fundraising events/campaigns generating $200,000 in total
- Organize high-donor events and peer-to-peer fundraising campaigns
- Implement donor stewardship plan to encourage repeat contributions
- Develop a comprehensive fundraising strategy targeting a $200,000 goal
5. OKRs to determine sustainable funding requirements for existing programs
- Determine sustainable funding requirements for existing programs
- Present findings and implement changes for optimal sustainability by week 12
- Choose and analyze 3 programs to evaluate their funding sustainability by week 4
- Assess the sustainability of their funding by week 4
- Select three programs for evaluation
- Conduct an analysis of their funding sources
- Develop a comprehensive funding structure for each of the selected programs by week 8
- Identify budget requirements for selected programs
- Research potential funding sources
- Draft comprehensive funding plan by week 8
6. OKRs to secure funding from three new investors
- Increase investor funding
- Secure funding from at least three new investors
- Create a compelling investment pitch
- Establish new relationships with potential investors
- Schedule and conduct meetings with interested investors
7. OKRs to establish funding source for essential staffing positions
- Establish funding source for essential staffing positions
- Increase current budget allocation by 10% through cost-saving initiatives or adjustments
- Implement selected cost-saving strategies and budget adjustments
- Identify potential cost-saving initiatives within the organization
- Analyze current budget allocation for possible adjustments
- Identify 3 potential funding sources by investigating industry benchmarks and competitors
- Research industry benchmarks for potential funding sources
- Analyze competitors' funding strategies and sources
- Compile a list of three potential funding sources
- Secure 1 new source of funding confirmed by signed contracts or agreements
- Get contract or agreement signed
- Identify prospective sources of funding
- Initiate contact and negotiate terms
8. OKRs to achieve optimal resource allocation on funding
- Achieve optimal resource allocation on funding
- Reduce operational spending by 10%
- Identify inefficient operations and implement cost-saving measures
- Negotiate with suppliers for discounted rates
- Limit non-essential expenditures
- Improve ROI on invested funds by 15%
- Analyze current portfolio performance and identify underperforming assets
- Rebalance portfolio to include identified higher-yield investments
- Research potential higher-yield investment opportunities
- Secure 20% increase in investment funds
- Compile financial reports showcasing potential for growth
- Develop a persuasive investment proposal
- Schedule pitches with potential investors
9. OKRs to boost funding penetration to stride towards the 10% goal
- Boost funding penetration to stride towards the 10% goal
- Increase funding proposals by 20% attracting new investors
- Develop multi-channel marketing strategy for funding proposals
- Strengthen network relationships for increased investor interest
- Introduce innovative projects to attract fresh investors
- Improve approval rate of proposals by 30% with persuasive pitches
- Improve team skills by organizing frequent sales pitch training
- Conduct research on successful strategies for persuasive pitching
- Gather feedback and continuously refine the pitch content and delivery
- Maintain a 10% increase in total funding secured each month
- Regularly communicate updates to current investors
- Research and identify potential new investors weekly
- Develop and refine the pitch deck continuously
10. OKRs to broaden funding base for non-profit organization
- Broaden funding base for non-profit organization
- Submit 15 grant applications to charitable foundations to secure funding
- Draft and refine compelling grant applications
- Submit applications to targeted foundations
- Research foundations offering grants aligned with our cause
- Increase monthly online donations by 20% through enhanced social media campaigns
- Develop new, engaging social media content to attract donors
- Analyze donation patterns to optimize posting times
- Promote online giving through targeted social media ads
- Secure funding from 5 new corporate sponsors by increasing outreach efforts
- Research potential corporate sponsors within relevant industry fields
- Schedule meetings to present funding pitches
- Draft tailored outreach proposals for each target sponsor
11. OKRs to maximize funding for Corporate Social Responsibility (CSR) initiatives
- Maximize funding for Corporate Social Responsibility (CSR) initiatives
- Achieve 80% of staff participation in company-wide CSR fundraisers
- Implement incentives for participating in CSR fundraisers
- Design engaging CSR fundraiser activities to encourage participation
- Communicate the importance and impact of CSR fundraisers to staff
- Increase CSR budget allocation by 25% from last quarter
- Secure at least 3 new partnerships for CSR funding by quarter end
- Identify potential partners aligned with our CSR goals
- Reach out to and pitch to 5 organisations every week
- Follow-up and secure agreements with interested prospects
12. OKRs to secure venture capital funding for Plika's Latam expansion
- Secure venture capital funding for Plika's Latam expansion
- Secure a minimum of $1million in funding committed by at least 2 investors
- Conduct engaging pitch meetings with selected investors
- Identify and connect with potential investors
- Develop a comprehensive, persuasive business plan presentation
- Arrange pitch meetings with a minimum of 10 prospective Venture Capital investors
- Identify and research 10 prospective Venture Capital investors
- Prepare a compelling investment pitch presentation
- Schedule meetings via email or phone calls
- Identify and prioritize 20 potential Venture Capitalists suitable for our expansion strategy
- Research and compile a list of 20 potential venture capitalists
- Analyze each prospect's investment tendencies and records
- Rank potential investors based on alignment with our expansion strategy
13. OKRs to secure 9 million in funding for the annual campaign
- Secure 9 million in funding for the annual campaign
- Increase campaign social media engagement by 35% to amplify fundraising reach
- Create engaging content that directly promotes the fundraising campaign
- Utilize paid social media advertisements to boost campaign visibility
- Regularly interact with followers to build supportive community
- Identify and pitch to 20 potential high-value donors each week
- Research and profile each potential donor's interests
- Draft and send personalized pitch emails to each donor
- Compile a list of 20 potential high-value donors
- Plan and execute 3 innovative fundraising events, aiming for 3 million in total
- Brainstorm unique event ideas focused on beneficiary experiences and high-value fundraising
- Develop detailed execution plans, including budget, logistics, and promotional strategies
- Secure partnerships with corporate sponsors or high-net-worth individuals
Funding Manager OKR best practices to boost success
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tability's audit dashboard will highlight opportunities to improve OKRsTip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tability's check-ins will save you hours and increase transparencyTip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
How to turn your Funding Manager OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
Tability's Strategy Map makes it easy to see all your org's OKRsIf you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Funding Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to foster higher productivity through effective team collaboration
- OKRs to master backend API handling in React
- OKRs to enhance user experience for our new ERP system
- OKRs to initiate team building activities to foster stronger connections
- OKRs to enhance the accounting, financial, and tax processes architecture
- OKRs to boost sustainable growth and profitability of the business
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.