7 OKR examples for Fundraising Team

What are Fundraising Team OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

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 Team 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 Team 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:

Our Fundraising Team OKRs examples

You will find in the next section many different Fundraising Team 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 radically boost fundraising efficacy and secure debt and equity

  • ObjectiveRadically boost fundraising efficacy and secure debt and equity
  • Key ResultSecure equity investment of $2 million through pitches to potential investors
  • TaskIdentify and research high-net-worth potential investors
  • TaskSchedule and prepare engaging investment pitches for those investors
  • TaskCreate a compelling, detailed business plan for potential investors
  • Key ResultIncrease the fundraising amount by 30% through targeted campaigns
  • TaskResearch potential donors and their interests for targeted appeals
  • TaskDevelop compelling campaign messaging to attract higher donations
  • TaskImplement a personalized outreach strategy to potential high-value donors
  • Key ResultSecure $1 million in low-interest debt financing from financial institutions
  • TaskPrepare a compelling loan application emphasising repayment capability
  • TaskSchedule and organize meetings for negotiation with institutions
  • TaskResearch and identify potential financial institutions for low-interest debt financing

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 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 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 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 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

Best practices for managing your Fundraising Team 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 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.

Best way to track your Fundraising Team OKRs

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

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

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.

More Fundraising Team 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.

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.

Signup1 Create your workspace
Signup2 Build plans in seconds with AI
Signup3Track your progress