15 customisable OKR examples for Funding
What are Funding 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 Funding 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 Funding 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Funding OKRs examples
You will find in the next section many different Funding 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. OKRs to secure $1 million for the pre-seed funding round
Secure $1 million for the pre-seed funding round
Identify 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
Achieve 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
Secure 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
2. OKRs to secure Seed funding
Be on track for Seed funding
Reach $200k ARR
Show a 3x year-on-year revenue growth
3. OKRs to raise 1 Million US Dollars as seed funding
Raise 1 Million US Dollars as seed funding
Identify 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
Secure 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
Execute 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
4. OKRs to secure funding from three new investors
Increase investor funding
Secure funding from at least three new investors
Create a compelling investment pitch
Establish new relationships with potential investors
Schedule and conduct meetings with interested investors
5. OKRs to strengthen collaboration and maximize the impact of public and private partnerships
Strengthen collaboration and maximize the impact of public and private partnerships
Increase the number of public and private partnership agreements by 20%
Initiate targeted outreach and networking efforts to engage potential public and private partners
Develop a compelling proposal highlighting the benefits of collaboration to potential partners
Streamline negotiation and agreement processes to ensure efficient and timely partnership agreements
Research potential public and private partners aligned with our mission and values
Foster trust and deepen relationships with partners through regular communication and engagement
Schedule bi-weekly check-ins with partners to share updates and gather feedback
Plan and host quarterly virtual events or webinars to facilitate networking and collaboration
Offer regular performance reviews and acknowledgments to show partners their value and importance
Share relevant industry news and resources with partners to foster knowledge exchange
Measure and enhance the effectiveness of partnerships by conducting quarterly evaluations and feedback sessions
Analyze evaluation data and identify areas for improvement to enhance partnership effectiveness
Implement action plans based on feedback and evaluation results to optimize partnerships
Schedule and conduct quarterly feedback sessions with partners to gather their insights
Develop a comprehensive evaluation framework to measure partnership effectiveness accurately
Secure additional funding opportunities by leveraging existing partnerships and identifying new potential collaborators
Review existing partnerships and identify any untapped funding opportunities
Develop a strategic plan to leverage existing partnerships for securing additional funding
Conduct research to identify potential new collaborators with relevant funding resources
Build relationships with potential collaborators through networking events and communication channels
6. OKRs to secure Series A funding
Be on track for Series A funding
Show a 3x year-on-year revenue growth
Reach $1.5M ARR
7. OKRs to boost funding penetration to stride towards the 10% goal
Boost funding penetration to stride towards the 10% goal
Increase funding proposals by 20% attracting new investors
Develop multi-channel marketing strategy for funding proposals
Strengthen network relationships for increased investor interest
Introduce innovative projects to attract fresh investors
Improve approval rate of proposals by 30% with persuasive pitches
Improve team skills by organizing frequent sales pitch training
Conduct research on successful strategies for persuasive pitching
Gather feedback and continuously refine the pitch content and delivery
Maintain a 10% increase in total funding secured each month
Regularly communicate updates to current investors
Research and identify potential new investors weekly
Develop and refine the pitch deck continuously
8. OKRs to secure funding for mobile game prototype
Secure funding for mobile game prototype
Research and identify 100 viable investors for gaming prototype by week 6
Develop and perfect a unique and engaging pitch for potential funders by week 3
Identify unique selling points of the project
Practice the pitch for fluid delivery
Create a compelling narrative for the pitch
Secure meetings and present pitch to at least 50% of identified investors
Prepare and rehearse investor pitch
Compile contacts of identified investors
Schedule meetings with each investor
9. OKRs to secure 9 million in funding for the annual campaign
Secure 9 million in funding for the annual campaign
Increase campaign social media engagement by 35% to amplify fundraising reach
Create engaging content that directly promotes the fundraising campaign
Utilize paid social media advertisements to boost campaign visibility
Regularly interact with followers to build supportive community
Identify and pitch to 20 potential high-value donors each week
Research and profile each potential donor's interests
Draft and send personalized pitch emails to each donor
Compile a list of 20 potential high-value donors
Plan and execute 3 innovative fundraising events, aiming for 3 million in total
Brainstorm unique event ideas focused on beneficiary experiences and high-value fundraising
Develop detailed execution plans, including budget, logistics, and promotional strategies
Secure partnerships with corporate sponsors or high-net-worth individuals
10. OKRs to launch a high growth and profitable tech startup
Launch a high growth and profitable tech startup
Develop a minimum viable product, tested and approved by a focus group of 25 participants
Create and test the product with focus group
Implement changes based on feedback
Identify key features for the minimum viable product
Secure funding worth at least $1M from reliable investors
Schedule and conduct persuasive pitch meetings with investors
Develop a compelling business proposal showcasing ROI
Research and create a list of potential reliable investors
Assemble a cohesive team of 5 skilled professionals for key operations
Identify required skills for key operations team roles
Source potential candidates through networking or recruiting
Conduct interviews and select final team members
11. OKRs to maximize funding for Corporate Social Responsibility (CSR) initiatives
Maximize funding for Corporate Social Responsibility (CSR) initiatives
Achieve 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
Increase CSR budget allocation by 25% from last quarter
Secure 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
12. OKRs to attract €1m for SAFE investment funding
Attract €1m for SAFE investment funding
Close at least 10 investment deals ranging €80,000 - €120,000 each
Identify potential investors interested in €80,000 - €120,000 investments
Negotiate and finalize at least 10 investment deals
Develop a compelling presentation showcasing investment opportunities
Conduct 40 investor presentations to showcase SAFE investment benefits
Schedule and conduct 40 investor presentations
Identify and compile list of potential investors for presentations
Develop compelling presentation material on SAFE investment benefits
Identify and connect with 100 potential investors with interest in SAFE
Develop a tailored pitch for SAFE investment
Research and list 100 potential SAFE investors
Initiate contact with each identified investor
13. OKRs to secure venture capital funding for Plika's Latam expansion
Secure venture capital funding for Plika's Latam expansion
Secure a minimum of $1million in funding committed by at least 2 investors
Conduct engaging pitch meetings with selected investors
Identify and connect with potential investors
Develop a comprehensive, persuasive business plan presentation
Arrange pitch meetings with a minimum of 10 prospective Venture Capital investors
Identify and research 10 prospective Venture Capital investors
Prepare a compelling investment pitch presentation
Schedule meetings via email or phone calls
Identify and prioritize 20 potential Venture Capitalists suitable for our expansion strategy
Research and compile a list of 20 potential venture capitalists
Analyze each prospect's investment tendencies and records
Rank potential investors based on alignment with our expansion strategy
14. OKRs to achieve optimal resource allocation on funding
Achieve optimal resource allocation on funding
Reduce operational spending by 10%
Identify inefficient operations and implement cost-saving measures
Negotiate with suppliers for discounted rates
Limit non-essential expenditures
Improve ROI on invested funds by 15%
Analyze current portfolio performance and identify underperforming assets
Rebalance portfolio to include identified higher-yield investments
Research potential higher-yield investment opportunities
Secure 20% increase in investment funds
Compile financial reports showcasing potential for growth
Develop a persuasive investment proposal
Schedule pitches with potential investors
15. OKRs to prepare for a Series A funding
Prepare for Series A funding
5x monthly recurring revenue (MRR) by through expanding product offerings and acquiring new customers
Increase customer retention rate by 15% through implementing a customer success program
Increase the monthly active users by 10x
Identify and target at least 15 potential investors
Secure 50 intro calls
Make a list of 100 VCs to reach out to
Funding OKR best practices to boost success
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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Funding OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order 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, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Funding OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to contribute proactively to three Atlassian Services proposals
OKRs to accelerate resolution of customer support tickets
OKRs to enhance skillset of 40% of the teams
OKRs to optimise drop ship efficiency by Q4 end
OKRs to boost comprehension in compensation sector via webinar and seminar attendance
OKRs to successfully onboard an enterprise data catalog tool
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
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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