15 customisable OKR examples for Fund Manager

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.

Building your own Fund Manager OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our customisable 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!

1. OKR to radically boost fundraising efficacy and secure debt and equity

  • ObjectiveRadically boost fundraising efficacy and secure debt and equity
  • Key ResultSecure equity investment of $2 million through pitches to potential investors
  • TaskIdentify and research high-net-worth potential investors
  • TaskSchedule and prepare engaging investment pitches for those investors
  • TaskCreate a compelling, detailed business plan for potential investors
  • Key ResultIncrease the fundraising amount by 30% through targeted campaigns
  • TaskResearch potential donors and their interests for targeted appeals
  • TaskDevelop compelling campaign messaging to attract higher donations
  • TaskImplement a personalized outreach strategy to potential high-value donors
  • Key ResultSecure $1 million in low-interest debt financing from financial institutions
  • TaskPrepare a compelling loan application emphasising repayment capability
  • TaskSchedule and organize meetings for negotiation with institutions
  • TaskResearch and identify potential financial institutions for low-interest debt financing

2. OKR to maximize funding for Corporate Social Responsibility (CSR) initiatives

  • ObjectiveMaximize funding for Corporate Social Responsibility (CSR) initiatives
  • Key ResultAchieve 80% of staff participation in company-wide CSR fundraisers
  • TaskImplement incentives for participating in CSR fundraisers
  • TaskDesign engaging CSR fundraiser activities to encourage participation
  • TaskCommunicate the importance and impact of CSR fundraisers to staff
  • Key ResultIncrease CSR budget allocation by 25% from last quarter
  • Key ResultSecure at least 3 new partnerships for CSR funding by quarter end
  • TaskIdentify potential partners aligned with our CSR goals
  • TaskReach out to and pitch to 5 organisations every week
  • TaskFollow-up and secure agreements with interested prospects

3. OKR to successfully launch a venture capital fund

  • ObjectiveSuccessfully launch a venture capital fund
  • Key ResultIdentify and establish connections with at least 50 potential portfolio startups
  • TaskSet up follow-up meetings with interested startups
  • TaskSend introductory emails to identified startups
  • TaskResearch contact details of potential portfolio startups
  • Key ResultSecure investment commitments worth $20 million from initial seed investors
  • TaskResearch and identify potential seed investors
  • TaskArrange meetings with prospective investors
  • TaskCraft business proposal highlighting potential returns
  • Key ResultSet up legal and compliance standards for fund operations
  • TaskIdentify relevant local and international laws for fund operations
  • TaskDevelop a comprehensive compliance framework addressing these laws
  • TaskTrain employees on new legal and compliance standards

4. OKR to successfully raise $2M at an upcoming fundraising event

  • ObjectiveSuccessfully raise $2M at an upcoming fundraising event
  • Key ResultObtain corporate sponsorships adding to $750K
  • TaskIdentify potential corporations interested in sponsoring your organization
  • TaskCraft a dynamic, tailored sponsorship proposal for each corporation
  • TaskArrange meetings to pitch sponsorship opportunities and benefits
  • Key ResultSecure pledges from 10 major donors contributing $500K collectively
  • TaskIdentify and list potential major donors
  • TaskFacilitate meetings to discuss pledges
  • TaskDevelop personalized proposals for each donor
  • Key ResultAttract 1,000 event attendees at $500 donation per ticket
  • TaskLeverage partnerships for greater visibility and reach
  • TaskDevelop targeted marketing strategies to reach potential donors
  • TaskOrganize high-value perks and incentives for attendees

5. OKR to raise 1 Million US Dollars as seed funding

  • ObjectiveRaise 1 Million US Dollars as seed funding
  • Key ResultIdentify and pitch to 50 potential investors in targeted industries
  • TaskCreate a comprehensive list of 50 potential investors in targeted industries
  • TaskResearch each investor's interests, prioritizing those aligned with our company
  • TaskDevelop and customize pitches tailored to each potential investor
  • Key ResultSecure commitments from 10 investors at an average of $100,000 each
  • TaskSchedule individual meetings to present pitch
  • TaskIdentify 20 potential investors for initial outreach
  • TaskPrepare a persuasive investment pitch
  • Key ResultExecute fundraising events/campaigns generating $200,000 in total
  • TaskOrganize high-donor events and peer-to-peer fundraising campaigns
  • TaskImplement donor stewardship plan to encourage repeat contributions
  • TaskDevelop a comprehensive fundraising strategy targeting a $200,000 goal

6. OKR to secure $1 million for the pre-seed funding round

  • ObjectiveSecure $1 million for the pre-seed funding round
  • Key ResultIdentify and reach out to 50 potential investors by end of phase 1
  • TaskInitiate contact with each investor through personalized emails
  • TaskResearch and locate contact information for identified investors
  • TaskIdentify 50 potential investors using business directories or networking
  • Key ResultAchieve commitment for investment from minimum 50% met investors by final phase
  • TaskNegotiate and finalize investment commitments from participating investors
  • TaskCreate a compelling presentation for potential investors
  • TaskSchedule and conduct regular meetings with interested investors
  • Key ResultSecure meetings with at least 25% of identified investors by phase 2
  • TaskCreate a persuasive investment proposal
  • TaskSchedule and arrange meetings with identified investors
  • TaskIdentify and research potential investors for pitching

7. OKR to expand investor network with five strategic VC firms

  • ObjectiveBuild relationships with 5 top VC firms
  • Key ResultAttend 2 industry events hosted by each VC firm
  • Key ResultArrange meetings with decision makers from 5 VC firms
  • Key ResultSecure 3 introductions to portfolio companies from each VC firm
  • Key ResultCollect and analyze data on 10 potential leads from each VC firm

8. OKR to meet or exceed financial and operational milestones for investor confidence

  • ObjectiveAchieve investor confidence by meeting financial and operational milestones
  • Key ResultAchieve X% growth in user base through targeted marketing and product enhancements
  • Key ResultIncrease revenue by X% through new customer acquisition and increased sales
  • Key ResultImprove customer satisfaction score by X% through enhanced product features and customer support
  • Key ResultReduce operational costs by X% through process optimization and automation

9. OKR to strengthen collaboration and maximize the impact of public and private partnerships

  • ObjectiveStrengthen collaboration and maximize the impact of public and private partnerships
  • Key ResultIncrease the number of public and private partnership agreements by 20%
  • TaskInitiate targeted outreach and networking efforts to engage potential public and private partners
  • TaskDevelop a compelling proposal highlighting the benefits of collaboration to potential partners
  • TaskStreamline negotiation and agreement processes to ensure efficient and timely partnership agreements
  • TaskResearch potential public and private partners aligned with our mission and values
  • Key ResultFoster trust and deepen relationships with partners through regular communication and engagement
  • TaskSchedule bi-weekly check-ins with partners to share updates and gather feedback
  • TaskPlan and host quarterly virtual events or webinars to facilitate networking and collaboration
  • TaskOffer regular performance reviews and acknowledgments to show partners their value and importance
  • TaskShare relevant industry news and resources with partners to foster knowledge exchange
  • Key ResultMeasure and enhance the effectiveness of partnerships by conducting quarterly evaluations and feedback sessions
  • TaskAnalyze evaluation data and identify areas for improvement to enhance partnership effectiveness
  • TaskImplement action plans based on feedback and evaluation results to optimize partnerships
  • TaskSchedule and conduct quarterly feedback sessions with partners to gather their insights
  • TaskDevelop a comprehensive evaluation framework to measure partnership effectiveness accurately
  • Key ResultSecure additional funding opportunities by leveraging existing partnerships and identifying new potential collaborators
  • TaskReview existing partnerships and identify any untapped funding opportunities
  • TaskDevelop a strategic plan to leverage existing partnerships for securing additional funding
  • TaskConduct research to identify potential new collaborators with relevant funding resources
  • TaskBuild relationships with potential collaborators through networking events and communication channels

10. OKR to develop a cohesive investor relations strategy for effective fundraising

  • ObjectiveDevelop a cohesive investor relations strategy for effective fundraising
  • Key ResultSecure commitments for fundraising from 5 potential investors following strategy implementation
  • TaskSchedule and conduct meetings with potential stakeholders
  • TaskObtain written commitments from investors
  • TaskCraft persuasive, personalized pitches for potential investors
  • Key ResultTrain 80% of team on strategy execution for secure investor communication
  • TaskMonitor and ensure 80% team participation in training
  • TaskIdentify team members needing strategy execution training
  • TaskSchedule training sessions on secure investor communication
  • Key ResultCreate strategy document involving all departments within 1 month
  • TaskIdentify key stakeholders across all departments
  • TaskSchedule meetings to discuss strategies
  • TaskWrite and revise comprehensive strategy document

11. OKR to secure 6.5M for nonprofit

  • ObjectiveSecure 6.5M for nonprofit
  • Key ResultObtain 1.5M in grants from foundations
  • TaskPrepare compelling, detailed grant proposals
  • TaskIdentify suitable foundations for grant applications
  • TaskSubmit all proposals as per requirements
  • Key ResultRaise 2M through online fundraising campaigns
  • TaskLaunch and continuously monitor the campaign's performance
  • TaskDevelop a compelling marketing strategy
  • TaskIdentify key audiences to target during online fundraising
  • Key ResultSecure 3M through corporate partnerships
  • TaskInitiate negotiations and finalize partnership agreements
  • TaskIdentify potential corporate partners based on synergy and financial potential
  • TaskDevelop a compelling partnership proposal showcasing mutual benefits

12. OKR to secure funding from three new investors

  • ObjectiveIncrease investor funding
  • Key ResultSecure funding from at least three new investors
  • Key ResultCreate a compelling investment pitch
  • Key ResultEstablish new relationships with potential investors
  • Key ResultSchedule and conduct meetings with interested investors

13. OKR to improve investor pitch deck and materials

  • ObjectiveOptimize investor pitch deck and materials
  • Key ResultReceive positive feedback from at least 80% of investors
  • Key ResultIncrease conversion rate of investors reached
  • Key ResultReduce the average time to close a deal
  • Key ResultAchieve a 20% increase in investment amount

14. OKR to develop strong investor relations strategy

  • ObjectiveImprove Investor Relations
  • Key ResultAchieve higher investment inflow by 15%
  • Key ResultBoost investor confidence through regular communication
  • Key ResultMaximize investor outreach efforts
  • Key ResultIncrease investor engagement by 20%

15. OKR to achieve optimal resource allocation on funding

  • ObjectiveAchieve optimal resource allocation on funding
  • Key ResultReduce operational spending by 10%
  • TaskIdentify inefficient operations and implement cost-saving measures
  • TaskNegotiate with suppliers for discounted rates
  • TaskLimit non-essential expenditures
  • Key ResultImprove ROI on invested funds by 15%
  • TaskAnalyze current portfolio performance and identify underperforming assets
  • TaskRebalance portfolio to include identified higher-yield investments
  • TaskResearch potential higher-yield investment opportunities
  • Key ResultSecure 20% increase in investment funds
  • TaskCompile financial reports showcasing potential for growth
  • TaskDevelop a persuasive investment proposal
  • TaskSchedule pitches with potential investors

Best practices for managing your Fund Manager OKRs

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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.

Best way to track your Fund Manager OKRs

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 a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Fund Manager OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

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