Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Fundraising OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
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 Fundraising 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 Fundraising 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.
Fundraising OKRs examples
You will find in the next section many different Fundraising 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 increase funds raised by the volunteer fundraising group
- ObjectiveIncrease funds raised by the volunteer fundraising group
- KRSecure donations from at least 10 new corporate sponsors
- Develop personalized sponsorship proposals for each company
- Identify potential corporate sponsors and their philanthropic interests
- Schedule meetings to present proposals and negotiate terms
- KRExecute 3 successful fundraising events, generating 25% more revenue than last quarter
- KRGrow email list by 500 new subscribers to expand fundraising outreach
- Implement a referral system for existing subscribers
- Create attractive, engaging online content driving sign-ups
- Initiate advertising campaigns targeting potential subscribers
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 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 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 raise funds for Water4
- ObjectiveRaise funds for Water4
- KRSecure grants from 3 major foundations for Water4 projects
- Research foundations interested in funding water initiatives
- Establish follow-up communications for proposal responses
- Prepare and submit tailored proposals to selected foundations
- KRLaunch an online crowdfunding campaign that raises $1.5 million for Water4
- Develop engaging promotional content for social media
- Craft compelling story about Water4 for the campaign page
- Identify and reach out to potential high-value donors
- KRHost 2 successful fundraising events with at least 300 attendees
- Identify and secure a venue that can accommodate 300 people
- Create and implement a detailed promotional plan
- Recruit volunteers for event organization and execution
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 successfully raise $150,000 via Kickstarter campaign
- ObjectiveSuccessfully raise $150,000 via Kickstarter campaign
- KRAchieve 100% of funding goal in the final campaign week
- Engage potential donors through resonating stories
- Implement a matching funds activity
- Intensify online and offline marketing strategies
- KRDevelop and launch a comprehensive marketing strategy attracting 30,000 potential backers
- Implement multi-channel advertising campaign
- Create appealing multimedia marketing content
- Define target audience and study their interests and motivations
- KRSecure pledges from at least 50% of potential backers
- Develop personalized pitch materials for each category
- Schedule and fulfill meetings with potential backers
- Identify and categorize potential backers
OKRs to develop a cohesive investor relations strategy for effective fundraising
- ObjectiveDevelop a cohesive investor relations strategy for effective fundraising
- KRSecure commitments for fundraising from 5 potential investors following strategy implementation
- Schedule and conduct meetings with potential stakeholders
- Obtain written commitments from investors
- Craft persuasive, personalized pitches for potential investors
- KRTrain 80% of team on strategy execution for secure investor communication
- Monitor and ensure 80% team participation in training
- Identify team members needing strategy execution training
- Schedule training sessions on secure investor communication
- KRCreate strategy document involving all departments within 1 month
- Identify key stakeholders across all departments
- Schedule meetings to discuss strategies
- Write and revise comprehensive strategy document
OKRs to secure 6.5M for nonprofit
- ObjectiveSecure 6.5M for nonprofit
- KRObtain 1.5M in grants from foundations
- Prepare compelling, detailed grant proposals
- Identify suitable foundations for grant applications
- Submit all proposals as per requirements
- KRRaise 2M through online fundraising campaigns
- Launch and continuously monitor the campaign's performance
- Develop a compelling marketing strategy
- Identify key audiences to target during online fundraising
- KRSecure 3M through corporate partnerships
- Initiate negotiations and finalize partnership agreements
- Identify potential corporate partners based on synergy and financial potential
- Develop a compelling partnership proposal showcasing mutual benefits
Fundraising 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
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Fundraising OKR templates
We have more templates to help you draft your team goals and OKRs.