13 customisable 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 our OKR guide online.
Building your own Fundraising 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 Fundraising OKRs examples
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!
1. OKRs to radically boost fundraising efficacy and secure debt and equity
Radically boost fundraising efficacy and secure debt and equity
Secure equity investment of $2 million through pitches to potential investors
Identify and research high-net-worth potential investors- Schedule and prepare engaging investment pitches for those investors
- Create a compelling, detailed business plan for potential investors
- Increase the fundraising amount by 30% through targeted campaigns
- Research potential donors and their interests for targeted appeals
- Develop compelling campaign messaging to attract higher donations
- Implement a personalized outreach strategy to potential high-value donors
- Secure $1 million in low-interest debt financing from financial institutions
- Prepare a compelling loan application emphasising repayment capability
- Schedule and organize meetings for negotiation with institutions
- Research and identify potential financial institutions for low-interest debt financing
2. 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
3. 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
4. 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
5. 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
6. OKRs to successfully raise $150,000 via Kickstarter campaign
- Successfully raise $150,000 via Kickstarter campaign
- Achieve 100% of funding goal in the final campaign week
- Engage potential donors through resonating stories
- Implement a matching funds activity
- Intensify online and offline marketing strategies
- Develop and launch a comprehensive marketing strategy attracting 30,000 potential backers
- Implement multi-channel advertising campaign
- Create appealing multimedia marketing content
- Define target audience and study their interests and motivations
- Secure pledges from at least 50% of potential backers
- Develop personalized pitch materials for each category
- Schedule and fulfill meetings with potential backers
- Identify and categorize potential backers
7. 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
8. 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
9. 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
10. 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
11. OKRs to develop strong investor relations strategy
- Improve Investor Relations
- Achieve higher investment inflow by 15%
- Boost investor confidence through regular communication
- Maximize investor outreach efforts
- Increase investor engagement by 20%
12. OKRs to expand investor network with five strategic VC firms
- Build relationships with 5 top VC firms
- Attend 2 industry events hosted by each VC firm
- Arrange meetings with decision makers from 5 VC firms
- Secure 3 introductions to portfolio companies from each VC firm
- Collect and analyze data on 10 potential leads from each VC firm
13. OKRs to improve investor pitch deck and materials
- Optimize investor pitch deck and materials
- Receive positive feedback from at least 80% of investors
- Increase conversion rate of investors reached
- Reduce the average time to close a deal
- Achieve a 20% increase in investment amount
Fundraising 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 Fundraising 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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Fundraising OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance the overall quality and operations of the childcare centre
- OKRs to implement efficient test automation processes
- OKRs to enhance travel efficiency and punctuality
- OKRs to secure guest posts for enhanced brand visibility and thought leadership
- OKRs to increase brand awareness and credibility through webinars
- OKRs to bolster Finance Department's role in Corporate Social Responsibility (CSR) drives
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 👀
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