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OKR template to secure $350K from potential investor

public-lib · Published 4 days ago

Your OKR template

The first objective of this OKR is to research and compile a list of 30 potential investors within the first two weeks. This process involves identifying sectors of interest for potential investors, researching investors in these sectors, and then compiling the list.

The second outcome points towards pitching and procuring an investment of $350K from at least one investor by week 8. The initiatives to achieve this involve scheduling persuasive pitches, researching potential investors in the company's sector, and drafting a compelling business plan.

The third objective is to initiate contact with all potential investors and secure 10 meetings by the fourth week. The steps involved are identifying and listing all potential investors, drafting personalized outreach emails for each investor and scheduling and confirming 10 meetings within the suggested period.

The overall aim of this OKR is to secure $350K from potential investors. This is expected to be accomplished by conducting targeted investor research, compelling pitches and personal outreach to schedule impactful meetings.
  • ObjectiveObjectiveSecure $350K from potential investor
  • Key ResultKRResearch and compile a list of 30 potential investors by Week 2
  • TaskIdentify sectors of interest for potential investors
  • TaskResearch possible investors within those sectors
  • TaskCompile a list of 30 potential investors
  • Key ResultKRSuccessfully pitch and secure $350K investment from at least 1 investor by Week 8
  • TaskSchedule and execute persuasive pitch meetings showcasing robust return on investment
  • TaskIdentify and research potential investors in the company's sector
  • TaskDraft compelling business plan detailing profitability and growth potential
  • Key ResultKRInitiate contact with all potential investors and secure 10 meetings by Week 4
  • TaskIdentify and list all potential investors
  • TaskDraft personalized outreach emails for each investor
  • TaskSchedule and confirm 10 meetings by Week 4
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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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