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OKR template to secure 6.5M for nonprofit

public-lib · Published 8 months ago

Your OKR template

The main objective of this OKR (Objective and Key Results) is to secure 6.5 million for a nonprofit. This goal is divided into key objectives: obtaining 1.5 million in grants from foundations, raising 2 million through online fundraising campaigns, and securing 3 million through corporate partnerships.

The first key objective is obtaining 1.5M in grants, aiming to progressively secure this amount. The initiatives in place include preparing detailed grant proposals, identifying foundations for applications, and timely submission of these proposals.

The second key objective is raising 2M through online fundraising campaigns. This objective is achieved by launching and monitoring the campaign's performance, developing a marketing strategy, and targeting key audiences during the fundraising.

The third key objective is securing 3M through corporate partnerships. This ambitious objective will be realized by initiating negotiations and finalizing partnership agreements, identifying potential corporate partners based on synergy and financial potential, and developing compelling partnership proposals.
  • ObjectiveObjectiveSecure 6.5M for nonprofit
  • Key ResultKRObtain 1.5M in grants from foundations
  • TaskPrepare compelling, detailed grant proposals
  • TaskIdentify suitable foundations for grant applications
  • TaskSubmit all proposals as per requirements
  • Key ResultKRRaise 2M through online fundraising campaigns
  • TaskLaunch and continuously monitor the campaign's performance
  • TaskDevelop a compelling marketing strategy
  • TaskIdentify key audiences to target during online fundraising
  • Key ResultKRSecure 3M through corporate partnerships
  • TaskInitiate negotiations and finalize partnership agreements
  • TaskIdentify potential corporate partners based on synergy and financial potential
  • TaskDevelop a compelling partnership proposal showcasing mutual benefits
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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