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tability.ioWhat are Donor Engagement OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
We've tailored a list of OKRs examples for Donor Engagement to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Donor Engagement OKRs examples
We've added many examples of Donor Engagement Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to boost donor engagement significantly
ObjectiveBoost donor engagement significantly
KRIncrease repeat donations by 30%
Implement a monthly giving program- Offer exclusive benefits to repeat donors
- Improve donor communication through personalized thank-you notes
- KRGrow engagement rate on donor communications by 25%
- Implement engaging storytelling in donor communications
- Initiate personalized outreach to engage and appreciate existing donors
- Increase frequency and quality of donor updates/newsletters
- KRImprove donor retention rate by 15%
- Implement personalized acknowledgment letters for consistent donors
- Develop engaging and informative regular newsletters
- Enhance relationships through frequent interaction and engagement
OKRs to elevate 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
OKRs to enhance supporter engagement significantly
- ObjectiveEnhance supporter engagement significantly
- KRBoost interactions per supporter (comments, likes, shares) by 15%
- Implement daily engaging, high-quality content for users
- Utilize user-generated content on our platforms
- Run competitions to increase audience engagement
- KRSecure 25% more repeat donations from existing supporters
- Increase frequency of fund use reporting to donors
- Implement a loyalty program with exclusive benefits
- Develop personalized communication strategies for existing supporters
- KRIncrease average monthly active users by 20%
- Develop a robust digital marketing strategy for user acquisition
- Implement a user-friendly interface for improved customer experience
- Promote user engagement through interactive content and incentives
OKRs to create a robust Social Media Volunteer Team for improved visibility and donor awareness
- ObjectiveCreate a robust Social Media Volunteer Team for improved visibility and donor awareness
- KRBoost social media engagement by 25% through increased posting and interaction
- Respond to all new comments within 3 hours
- Increase daily posts frequency on all social media channels by 50%
- Regularly share user-generated content
- KRRecruit and train 10 volunteers for Social Media team in two weeks
- Post volunteer positions on social media platforms
- Implement a social media training program for selected volunteers
- Conduct interviews and select potential candidates
- KRDrive a 20% increase in donor awareness with improved social media content
- Monitor and evaluate social media analytics to optimize engagement
- Launch targeted online advertising campaigns to reach potential donors
- Develop engaging, donor-centric content for all social media platforms
OKRs to broaden the base of individual donors
- ObjectiveBroaden the base of individual donors
- KRConvert 25% of inquiries into active donors
- Launch interactive donor education initiatives
- Implement targeted follow-up strategies for all inquiries
- Offer personalized incentives to potential donors
- KRInitiate inquiries with 100 potential donors each week
- Send out inquiries to each potential donor weekly
- Research and compile a list of 100 potential donors each week
- Draft personalized, persuasive inquiry letters or emails
- KRIncrease average donation size by 10%
- Provide incentives for larger donations
- Enhance personalized communication with donors
- Implement donor appreciation and recognition programs
OKRs to secure 9 million in funding for the annual campaign
- ObjectiveSecure 9 million in funding for the annual campaign
- KRIncrease campaign social media engagement by 35% to amplify fundraising reach
- Create engaging content that directly promotes the fundraising campaign
- Utilize paid social media advertisements to boost campaign visibility
- Regularly interact with followers to build supportive community
- KRIdentify and pitch to 20 potential high-value donors each week
- Research and profile each potential donor's interests
- Draft and send personalized pitch emails to each donor
- Compile a list of 20 potential high-value donors
- KRPlan and execute 3 innovative fundraising events, aiming for 3 million in total
- Brainstorm unique event ideas focused on beneficiary experiences and high-value fundraising
- Develop detailed execution plans, including budget, logistics, and promotional strategies
- Secure partnerships with corporate sponsors or high-net-worth individuals
How to write your own Donor Engagement OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Donor Engagement OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
How to track your Donor Engagement OKRs
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Donor Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.