Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Fund Manager 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Fund Manager 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.
The best tools for writing perfect Fund Manager OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability 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.
Fund Manager OKRs examples
You will find in the next section many different Fund Manager Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to radically boost fundraising efficacy and secure debt and equity
ObjectiveRadically boost fundraising efficacy and secure debt and equity
KRSecure equity investment of $2 million through pitches to potential investors
Identify and research high-net-worth potential investors- Schedule and prepare engaging investment pitches for those investors
- Create a compelling, detailed business plan for potential investors
- KRIncrease the fundraising amount by 30% through targeted campaigns
- Research potential donors and their interests for targeted appeals
- Develop compelling campaign messaging to attract higher donations
- Implement a personalized outreach strategy to potential high-value donors
- KRSecure $1 million in low-interest debt financing from financial institutions
- Prepare a compelling loan application emphasising repayment capability
- Schedule and organize meetings for negotiation with institutions
- Research and identify potential financial institutions for low-interest debt financing
OKRs to maximize funding for Corporate Social Responsibility (CSR) initiatives
- ObjectiveMaximize funding for Corporate Social Responsibility (CSR) initiatives
- KRAchieve 80% of staff participation in company-wide CSR fundraisers
- Implement incentives for participating in CSR fundraisers
- Design engaging CSR fundraiser activities to encourage participation
- Communicate the importance and impact of CSR fundraisers to staff
- KRIncrease CSR budget allocation by 25% from last quarter
- KRSecure at least 3 new partnerships for CSR funding by quarter end
- Identify potential partners aligned with our CSR goals
- Reach out to and pitch to 5 organisations every week
- Follow-up and secure agreements with interested prospects
OKRs to expand the reach of our nonprofit organization
- ObjectiveExpand the reach of our nonprofit organization
- KRBoost fundraising revenue by 30% through improved campaigns and donor retention
- Evaluate, improve, and maintain the donor retention strategy
- Implement a personalized approach to donor communication and engagement
- Develop compelling storytelling for fundraising campaigns
- KRIncrease the number of active volunteers by 20%
- Improve the volunteer onboarding process
- Launch a recruiting campaign targeting community engagement
- Develop an attractive volunteer benefits package
- KRSecure 5 new partnerships for collaborative projects and events
- Negotiate and finalize partnership contracts
- Identify potential partners in alignment with project goals
- Initiate outreach to selected prospects for collaboration
OKRs to successfully launch a venture capital fund
- ObjectiveSuccessfully launch a venture capital fund
- KRIdentify and establish connections with at least 50 potential portfolio startups
- Set up follow-up meetings with interested startups
- Send introductory emails to identified startups
- Research contact details of potential portfolio startups
- KRSecure investment commitments worth $20 million from initial seed investors
- Research and identify potential seed investors
- Arrange meetings with prospective investors
- Craft business proposal highlighting potential returns
- KRSet up legal and compliance standards for fund operations
- Identify relevant local and international laws for fund operations
- Develop a comprehensive compliance framework addressing these laws
- Train employees on new legal and compliance standards
OKRs to successfully raise $2M at an upcoming fundraising event
- ObjectiveSuccessfully raise $2M at an upcoming fundraising event
- KRObtain corporate sponsorships adding to $750K
- Identify potential corporations interested in sponsoring your organization
- Craft a dynamic, tailored sponsorship proposal for each corporation
- Arrange meetings to pitch sponsorship opportunities and benefits
- KRSecure pledges from 10 major donors contributing $500K collectively
- Identify and list potential major donors
- Facilitate meetings to discuss pledges
- Develop personalized proposals for each donor
- KRAttract 1,000 event attendees at $500 donation per ticket
- Leverage partnerships for greater visibility and reach
- Develop targeted marketing strategies to reach potential donors
- Organize high-value perks and incentives for attendees
OKRs to raise 1 Million US Dollars as seed funding
- ObjectiveRaise 1 Million US Dollars as seed funding
- KRIdentify and pitch to 50 potential investors in targeted industries
- Create a comprehensive list of 50 potential investors in targeted industries
- Research each investor's interests, prioritizing those aligned with our company
- Develop and customize pitches tailored to each potential investor
- KRSecure commitments from 10 investors at an average of $100,000 each
- Schedule individual meetings to present pitch
- Identify 20 potential investors for initial outreach
- Prepare a persuasive investment pitch
- KRExecute fundraising events/campaigns generating $200,000 in total
- Organize high-donor events and peer-to-peer fundraising campaigns
- Implement donor stewardship plan to encourage repeat contributions
- Develop a comprehensive fundraising strategy targeting a $200,000 goal
OKRs to secure $1 million for the pre-seed funding round
- ObjectiveSecure $1 million for the pre-seed funding round
- KRIdentify and reach out to 50 potential investors by end of phase 1
- Initiate contact with each investor through personalized emails
- Research and locate contact information for identified investors
- Identify 50 potential investors using business directories or networking
- KRAchieve commitment for investment from minimum 50% met investors by final phase
- Negotiate and finalize investment commitments from participating investors
- Create a compelling presentation for potential investors
- Schedule and conduct regular meetings with interested investors
- KRSecure meetings with at least 25% of identified investors by phase 2
- Create a persuasive investment proposal
- Schedule and arrange meetings with identified investors
- Identify and research potential investors for pitching
OKRs to expand investor network with five strategic VC firms
- ObjectiveBuild relationships with 5 top VC firms
- KRAttend 2 industry events hosted by each VC firm
- KRArrange meetings with decision makers from 5 VC firms
- KRSecure 3 introductions to portfolio companies from each VC firm
- KRCollect and analyze data on 10 potential leads from each VC firm
OKRs to achieve $50million in IIMAX interval Fund Sales
- ObjectiveAchieve $50million in IIMAX interval Fund Sales
- KRSecure 5 large-scale investments totalling $25 million
- Identify and categorize potential investors in the sector
- Prepare detailed, attractive investment proposals
- Schedule and conduct persuasive pitching sessions
- KREnhance customer satisfaction by 20% to encourage referral sales
- Implement thorough training for customer service representatives
- Solicit customer feedback to improve products/services
- Launch a loyalty program rewarding regular customers
- KRIncrease outreach to potential investors by 30%
- Launch targeted social media ad campaigns for investor engagement
- Participate in relevant industry networking events
- Enhance investment proposal presentations for clarity and appeal
OKRs to meet or exceed financial and operational milestones for investor confidence
- ObjectiveAchieve investor confidence by meeting financial and operational milestones
- KRAchieve X% growth in user base through targeted marketing and product enhancements
- KRIncrease revenue by X% through new customer acquisition and increased sales
- KRImprove customer satisfaction score by X% through enhanced product features and customer support
- KRReduce operational costs by X% through process optimization and automation
Fund Manager 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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.
Save hours with automated OKR dashboards
Quarterly OKRs should have weekly updates to get all the benefits from the framework. 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
Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Fund Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance efficiency and accuracy in month end reporting systems
- OKRs to enhance security operation centre's monitoring tools
- OKRs to enhance quality assurance abilities and efficiency within team members
- OKRs to enhance the effectiveness of the vulnerability management program
- OKRs to broaden funding base for non-profit organization
- OKRs to streamline and enhance data reporting and automation processes