5 OKR examples for Fundraising Team

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 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 Team OKRs templates

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

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
Turn OKRs into a Strategy Map

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

More 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.