OKR template to increase financial sustainability of our non-profit organisation

This operations OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

The OKR titled 'Increase financial sustainability of our non-profit organisation' focuses primarily on enhancing economic viability. It targets attaining funds enough for two years by applying for a minimum of ten grants, marking the completion of this objective at 100%.

In addition, the OKR outlines fundraising goals through corporate sponsorship and public donations. It has set a financial target of raising $50,000 through these campaigns, tracking it to completion as another 100% of this shared mission.

Part of the financial sustainability strategy also targets a decrease in operational expenses. Through cost-effective resource utilisation, the OKR aims to cut down the operational costs by 10%, posing another significant phase in achieving the organisation's overarching objective.

Every outcome has corresponding initiatives designed to facilitate its achievement. For instance, in the first outcome, initiatives include finalizing applications and researching suitable grants. The second incorporates a donation campaign and the creation of compelling sponsorship deals, while the third seeks to renegotiate supplier contracts and implement energy-saving practices.

ObjectiveIncrease financial sustainability of our non-profit organisation
KRSecure funds for 2 years of operation by applying to at least 10 grants
Prepare and finalize grant applications
Research potential grants suitable for business operations
Submit applications to a minimum of 10 grant bodies
KRRaise $50,000 in fundraising campaigns by targeting corporate sponsorship and public donations
Launch campaign to solicit public donations
Develop compelling sponsorship packages to attract sponsors
Identify potential corporate sponsors for targeted outreach
KRDecrease operational expenses by 10% through cost-effective resource utilization
Renegotiate supplier contracts for favorable terms
Implement energy-saving practices across operations
Identify underutilized resources and reassign for maximum efficiency

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.