2 customisable OKR examples for Fundraising Campaign Manager

What are Fundraising Campaign Manager OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

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 Fundraising Campaign 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 Fundraising Campaign 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 Fundraising Campaign Manager OKRs examples

You will find in the next section many different Fundraising Campaign 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!

1OKRs to expand the reach of our nonprofit organization

  • ObjectiveExpand the reach of our nonprofit organization
  • Key ResultBoost fundraising revenue by 30% through improved campaigns and donor retention
  • TaskEvaluate, improve, and maintain the donor retention strategy
  • TaskImplement a personalized approach to donor communication and engagement
  • TaskDevelop compelling storytelling for fundraising campaigns
  • Key ResultIncrease the number of active volunteers by 20%
  • TaskImprove the volunteer onboarding process
  • TaskLaunch a recruiting campaign targeting community engagement
  • TaskDevelop an attractive volunteer benefits package
  • Key ResultSecure 5 new partnerships for collaborative projects and events
  • TaskNegotiate and finalize partnership contracts
  • TaskIdentify potential partners in alignment with project goals
  • TaskInitiate outreach to selected prospects for collaboration

2OKRs to secure 9 million in funding for the annual campaign

  • ObjectiveSecure 9 million in funding for the annual campaign
  • Key ResultIncrease campaign social media engagement by 35% to amplify fundraising reach
  • TaskCreate engaging content that directly promotes the fundraising campaign
  • TaskUtilize paid social media advertisements to boost campaign visibility
  • TaskRegularly interact with followers to build supportive community
  • Key ResultIdentify and pitch to 20 potential high-value donors each week
  • TaskResearch and profile each potential donor's interests
  • TaskDraft and send personalized pitch emails to each donor
  • TaskCompile a list of 20 potential high-value donors
  • Key ResultPlan and execute 3 innovative fundraising events, aiming for 3 million in total
  • TaskBrainstorm unique event ideas focused on beneficiary experiences and high-value fundraising
  • TaskDevelop detailed execution plans, including budget, logistics, and promotional strategies
  • TaskSecure partnerships with corporate sponsors or high-net-worth individuals

Fundraising Campaign 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 Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #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 Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #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 Fundraising Campaign Manager OKRs in a strategy map

Quarterly OKRs should have weekly updates to get all the benefits from the 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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If 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 Fundraising Campaign Manager OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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