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OKR template to establish a dedicated grant research volunteer team

public-lib · Published 2 months ago

Your OKR template

The OKR centers on establishing a volunteer team specifically assigned for grant research. The key objectives comprise of onboarding five volunteers with skills in grant research within a six-week timeframe. This would involve implementation of an efficient virtual onboarding process, conducting remote interviews, and advertising the volunteer positions widely.

The second part of this OKR involves acquiring five potential grant opportunities by conducting thorough research and analysis within a quarter. The team is expected to daily research on suitable grants, submit preliminary applications to the top opportunities, and analyze each for viability and relevance.

A third objective is based on the conduction of three training sessions on grant search and application strategies. This involves identifying relevant training topics, scheduling and facilitating the sessions, and development of comprehensive training materials to ensure full understanding of the grant search process and strategies.

Overall, the objective revolves around volunteer recruitment and training for specialised tasks. The impetus is on creating a specialised team skilled in grant research, finding viable grant opportunities, and ensuring they are well-trained in grant research and applications.
  • ObjectiveObjectiveEstablish a dedicated grant research volunteer team
  • Key ResultKRRecruit and onboard 5 dedicated volunteers skilled in grant research by week 6
  • TaskImplement an efficient virtual volunteer onboarding process
  • TaskConduct remote interviews to assess qualifications and dedication
  • TaskAdvertise volunteer positions on job boards and social media platforms
  • Key ResultKRSecure 5 potential grant opportunities by actively researching and analyzing, by quarter-end
  • TaskResearch suitable grants daily and compile a list
  • TaskSubmit preliminary applications to top five opportunities
  • TaskAnalyze each grant for viability and relevance
  • Key ResultKRSuccessfully conduct 3 training sessions on grant search and application strategies
  • TaskSchedule and facilitate three training sessions
  • TaskIdentify relevant topics for grant search training sessions
  • TaskDevelop comprehensive and engaging training materials
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

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.

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