10 OKR examples for Fundraising

What are Fundraising 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 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 managing your Fundraising 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 below). 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.

Building your own Fundraising 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.

Best way to track your Fundraising OKRs

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 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.

Fundraising OKRs templates

We've covered most of the things that you need to know about setting good OKRs and tracking them effectively. It's now time to give you a series of templates that you can use for inspiration!

You will find in the next section many different Fundraising 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!

OKRs 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

OKRs 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

OKRs to raise funds for Water4

  • ObjectiveRaise funds for Water4
  • Key ResultSecure grants from 3 major foundations for Water4 projects
  • TaskResearch foundations interested in funding water initiatives
  • TaskEstablish follow-up communications for proposal responses
  • TaskPrepare and submit tailored proposals to selected foundations
  • Key ResultLaunch an online crowdfunding campaign that raises $1.5 million for Water4
  • TaskDevelop engaging promotional content for social media
  • TaskCraft compelling story about Water4 for the campaign page
  • TaskIdentify and reach out to potential high-value donors
  • Key ResultHost 2 successful fundraising events with at least 300 attendees
  • TaskIdentify and secure a venue that can accommodate 300 people
  • TaskCreate and implement a detailed promotional plan
  • TaskRecruit volunteers for event organization and execution

OKRs 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

OKRs 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

OKRs 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

OKRs 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

OKRs 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%

OKRs 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

OKRs 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

More Fundraising 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.