9 OKR examples for Fundraising

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 more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework.

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.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

Fundraising OKRs templates

The examples have Fundraising Objectives and Key Results, but they may also include the tasks that can help you get there.

OKRs to successfully raise $2M at an upcoming fundraising event

Successfully raise $2M at an upcoming fundraising event
Obtain 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
Secure 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
Attract 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

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OKRs to raise funds for Water4

Raise funds for Water4
Secure 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
Launch 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
Host 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

fundraising water4 fundraising-coordinator communications-specialist donor-outreach-team event-planning-team

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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

seed-funding investor-pitch fundraising-manager investment-relations-officer fundraising-team investor-relations-team

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OKRs to develop a cohesive investor relations strategy for effective fundraising

Develop a cohesive investor relations strategy for effective fundraising
Secure 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
Train 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
Create 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

investor-relations fundraising-strategy investor-relations-manager strategy-execution-trainer strategy-development-team investor-relations-team

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OKRs to secure 6.5M for nonprofit

Secure 6.5M for nonprofit
Obtain 1.5M in grants from foundations
Prepare compelling, detailed grant proposals
Identify suitable foundations for grant applications
Submit all proposals as per requirements
Raise 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
Secure 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 partnership-agreements grant-proposal-writer corporate-partnership-manager fundraising-team corporate-partnership-team

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OKRs to meet or exceed financial and operational milestones for investor confidence

Achieve investor confidence by meeting financial and operational milestones
Achieve X% growth in user base through targeted marketing and product enhancements
Increase revenue by X% through new customer acquisition and increased sales
Improve customer satisfaction score by X% through enhanced product features and customer support
Reduce operational costs by X% through process optimization and automation