2 OKR examples for Fundraising Strategy

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 Strategy 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

Quarterly OKRs should have weekly updates to get all the benefits from the framework.

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.

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 Strategy OKRs templates

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

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