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OKR template to broaden the base of individual donors

public-lib · Published about 2 months ago

This OKR aims to broaden the base of individual donors. To achieve this, they plan to convert 25% of inquiries into active donors. Methods of achieving this include launching interactive donor education initiatives, implementing targeted follow-up strategies, and providing personalized incentives to potential donors.

The next objective in this OKR is the weekly initiation of inquiries with 100 potential donors. Steps taken to achieve this will include sending inquiries to each potential donor weekly, researching and compiling a list of 100 potential donors every week, and draft personalized persuasive inquiry letters or emails.

The key aim is to expand the donor base, but the organization also intends to increase the average donation size by 10%. Incentives provided for larger donations, enhanced personalized communication with the donors, and donor appreciation and recognition programs are a few of the initiatives planned to achieve this target.

Overall, this OKR seeks to broaden donor base, convert inquiries into active donors, consistently engage potential donors, and increase average donation size. Effective communication and incentivization appear to be fundamental strategies the organization will use to achieve this.
  • ObjectiveObjectiveBroaden the base of individual donors
  • Key ResultKRConvert 25% of inquiries into active donors
  • TaskLaunch interactive donor education initiatives
  • TaskImplement targeted follow-up strategies for all inquiries
  • TaskOffer personalized incentives to potential donors
  • Key ResultKRInitiate inquiries with 100 potential donors each week
  • TaskSend out inquiries to each potential donor weekly
  • TaskResearch and compile a list of 100 potential donors each week
  • TaskDraft personalized, persuasive inquiry letters or emails
  • Key ResultKRIncrease average donation size by 10%
  • TaskProvide incentives for larger donations
  • TaskEnhance personalized communication with donors
  • TaskImplement donor appreciation and recognition programs
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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