OKR template to radically boost fundraising efficacy and secure debt and equity
Your OKR template
For the second objective, it is planned to increase fundraising efforts by 30% through targeted campaigns. This involves researching potential donors and their interests, developing compelling campaign messages, and implementing a personalized outreach strategy to potential high-value donors.
Securing $1 million in low-interest debt financing from financial institutions is the third objective. The initiatives for achieving this objective include adequately preparing for loan application by highlighting the repayment capability, scheduling and organizing meetings for negotiations with the financial institutions, and identifying those institutions offering low-interest debt financing.
Essentially, these efforts aim at improving the organization's financial stability through strategic fundraising and securing investments.
ObjectiveRadically boost fundraising efficacy and secure debt and equity
KRSecure equity investment of $2 million through pitches to potential investors
Identify and research high-net-worth potential investors- Schedule and prepare engaging investment pitches for those investors
- Create a compelling, detailed business plan for potential investors
- KRIncrease the fundraising amount by 30% through targeted campaigns
- Research potential donors and their interests for targeted appeals
- Develop compelling campaign messaging to attract higher donations
- Implement a personalized outreach strategy to potential high-value donors
- KRSecure $1 million in low-interest debt financing from financial institutions
- Prepare a compelling loan application emphasising repayment capability
- Schedule and organize meetings for negotiation with institutions
- Research and identify potential financial institutions for low-interest debt financing
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