OKR template to elevate donor engagement levels

public-lib · Published 7 months ago

Your OKR template

The OKR aims to enhance donor engagement levels, with three main outlined objectives. The first objective is improving the retention of recurring donors by 15%. Strategies to achieve this include regular updates on the impacts of donations, increased social media interaction, and implementing personalized thank-you notes for donors.

The second objective is to boost the monthly regular donor communication frequency by 30%. This will be accomplished by setting up weekly donor update calls, initiating regular social media interactions with donors, and creating a more engaging donor email newsletter.

The third objective focuses on increasing the quantity of successful fundraising events by 20%. The initiatives to fulfil this goal include devising an outreach plan for potential sponsors, implementing promotion strategies on various platforms, and identifying and analysing top previous successful fundraising events.

Overall, the OKR focuses on redefining the organization’s approach towards donors. It recognizes the importance of regular communication, appreciation, and the value of fundraising events in maintaining and increasing donor engagement levels.

ObjectiveElevate donor engagement levels
KRImprove retention of recurring donors by 15%
Regularly update donors on the impacts of their donations
Increase interaction with donors via social media
Implement a personalized thank-you note system for donors
KRIncrease monthly regular donor communication frequency by 30%
Implement weekly donor update calls
Initiate regular social media interactions with donors
Create a more engaging donor email newsletter
KRGrow number of successful fundraising events by 20%
Develop an outreach plan for potential sponsors
Implement promotion strategies on various platforms
Identify and analyze top previous successful fundraising events

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.

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