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.

ObjectiveIncrease unrestricted funding to bolster organization sustainability
KRRaise 25% more unrestricted funds compared to previous quarter
Identify potential new donors for unrestricted funds
Enhance engagement with current donors
Implement more effective fundraising strategies
KRSecure three new unrestricted funding sources to diversify revenue by Q2
Develop proposals for each target funder
Identify potential new funders in untapped areas
Submit proposals and follow up
KRConduct 5 fundraising events focused on unrestricted funding with 100+ attendees each
Develop and implement a robust marketing strategy to attract attendees
Identify and secure venues which can accommodate 100+ attendees
Determine potential themes for 5 distinctive fundraising events

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.