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OKR template to increase unrestricted funding to bolster organization sustainability

This leadership 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 primary goal is to strengthen the organization's sustainability through an increase in unrestricted funding. A specific target is to raise unrestricted funds by 25% more than the previous quarter. This goal involves identifying potential new donors, improving interaction with current donors and implementing more efficient fundraising strategies.

Another objective involves sourcing three new streams of unrestricted funding to diversify the organization's revenue base by the second quarter. Here, the focus is to develop unique proposals for each potential funder, identify new funders in untapped areas, and fastidious follow-up on submitted proposals.

The third strategic aim is arranging five fundraising events specifically focused on increasing unrestricted funding. These events should be large scale, attracting more than 100 attendees each. To successfully pull this off, a strong marketing strategy must be developed and implemented, appropriate venues to accommodate such large groups identified and booked, and themes for the events decided.

Overall, this OKR emphasizes financial sustainability through diversification and strengthening of unrestricted funding. There is a balanced focus on both current and potential new donors and on innovative strategies across the fundraising spectrum.
  • ObjectiveObjectiveIncrease unrestricted funding to bolster organization sustainability
  • Key ResultKRRaise 25% more unrestricted funds compared to previous quarter
  • TaskIdentify potential new donors for unrestricted funds
  • TaskEnhance engagement with current donors
  • TaskImplement more effective fundraising strategies
  • Key ResultKRSecure three new unrestricted funding sources to diversify revenue by Q2
  • TaskDevelop proposals for each target funder
  • TaskIdentify potential new funders in untapped areas
  • TaskSubmit proposals and follow up
  • Key ResultKRConduct 5 fundraising events focused on unrestricted funding with 100+ attendees each
  • TaskDevelop and implement a robust marketing strategy to attract attendees
  • TaskIdentify and secure venues which can accommodate 100+ attendees
  • TaskDetermine potential themes for 5 distinctive fundraising events
Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
  • Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
  • Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

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.

Related OKRs examples

You can also explore more templates for Leadership, Sales, Marketing to find examples that match your team's goals.

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