Shared from Focus on the Family Enterprise Intelligence System
OKR Management

OKR Management

High-level progress and status for every objective and key result cascading from the GPS. Today these are tracked here; in the future, each will sync live from the OKR management boards in monday.com.

Not yet connected to monday.com

All OKRs below are currently listed as "Not Connected." Once integrated, this dashboard will pull live status, progress, and confidence scores directly from the OKR management boards in monday.com, giving a real-time high-level view across every group and department.

Objectives

20

Key Results

80

Groups

10

Connection

0 / 20

Objectives by Strategic Goal

Constituent File Growth13
Donor File Growth7
Vision Strategic Goals OKR Management

The annual operating plan. These OKRs are the bridge between the 3-5 year pillars and every group, department, and team below.

Objective 1

Grow the constituent file by 15% year-over-year while deepening engagement

Not Connected
Constituent File GrowthNet New ConstituentsConstituent Retention RateConstituent Engagement Rate

Key Results (4)

  • Launch unified constituent data platform in Snowflake by end of Q2
  • Increase digital engagement (email + app + web) by 25% vs. prior year
  • Expand the Church Partnership Program to 500 active partner churches
  • Achieve 85% constituent retention rate through personalized journeys

Objective 2

Grow the donor file by 12% while maintaining 85% retention and increasing recurring giving

Not Connected
Donor File GrowthNet New DonorsDonor Retention RateFirst-Time DonorsRecurring Donor Retention

Key Results (4)

  • Launch AI-driven donor segmentation and personalized ask journeys by Q2
  • Acquire 40,000 net new first-time donors through digital channels
  • Grow recurring (monthly) giving base to $2M annual run rate
  • Maintain 85% donor retention rate through improved stewardship

Objective 3

Complete the digital transformation foundation so every department operates on shared systems

Not Connected
Constituent File GrowthNew Website VisitorsEmail SignupsApp Active Users

Key Results (4)

  • Deploy monday.com as the Work OS across 100% of departments by Q3
  • Migrate 100% of shared documents to OneDrive/SharePoint by Q3
  • Achieve 90% staff adoption of Microsoft Teams for communication
  • Deploy Claude AI assistant to every staff member by Q4

Group OKRs cascade from the annual plan. This group owns content, ministry programs, and the constituent experience.

Objective 1

Deliver three major content initiatives that drive constituent acquisition and engagement

Not Connected
Constituent File GrowthNew Constituents AcquiredContent DownloadsConstituent Engagement Rate

Key Results (4)

  • Launch the movie support campaign by Q3 with 1M digital touches
  • Release 12 new digital ministry resources across the year
  • Achieve 1M total content downloads
  • Reach 500K new website visitors through content-driven SEO

Objective 2

Deepen constituent relationships through personalized ministry journeys

Not Connected
Constituent File GrowthConstituent Retention RateConstituent Engagement RateApp Active Users

Key Results (4)

  • Launch personalized constituent journey maps in monday.com by Q2
  • Increase app monthly active users by 30%
  • Achieve 4% email engagement rate (open + click)
  • Grow the Church Partnership Program to 500 churches

This group owns the systems, data, and processes that every other group depends on.

Objective 1

Complete the enterprise digital transformation foundation

Not Connected
Constituent File GrowthApp Active UsersNew Website Visitors

Key Results (4)

  • Deploy monday.com Work OS across 100% of departments by Q3
  • Migrate 100% of shared documents to OneDrive/SharePoint by Q3
  • Achieve 90% staff adoption of Microsoft Teams
  • Stand up the Snowflake data lake and semantic layer by Q2

Objective 2

Deploy AI across the enterprise to augment every staff member

Not Connected
Donor File GrowthNet New DonorsDonor Conversion Rate

Key Results (4)

  • Deploy Claude AI assistant to 100% of staff by Q4
  • Launch AI-driven donor segmentation and ask optimization
  • Automate 80% of manual reporting through AI and integrations
  • Train 100% of staff on AI tools and prompt literacy

Technology owns the platforms, integrations, and AI products that power the ministry.

Objective 1

Build the AI-powered enterprise intelligence platform

Not Connected
Constituent File GrowthNew Constituents AcquiredConstituent Engagement Rate

Key Results (4)

  • Deploy Claude AI assistant to all staff by Q4 with 500+ weekly active users
  • Integrate Snowflake as the single source of truth for all entity data
  • Launch the semantic layer catalog with 50+ documented metrics
  • Connect Salesforce, Workday, and M365 to the data lake

Objective 2

Modernize the web experience to drive constituent acquisition

Not Connected
Constituent File GrowthNew Website VisitorsEmail SignupsContent Downloads

Key Results (4)

  • Complete the 8-month hybrid web phase (Stripe, Algolia, Shopify, Vimeo)
  • Increase page load speed by 40% across top 100 pages
  • Implement AI-powered search with Algolia across all content
  • Launch unified web analytics dashboard in the semantic layer

Marketing owns constituent acquisition, engagement, and the brand experience.

Objective 1

Drive constituent acquisition through digital-first channels

Not Connected
Constituent File GrowthNew Constituents AcquiredNew Website VisitorsEmail SignupsSocial Media Engagement

Key Results (4)

  • Increase website traffic by 30% year-over-year
  • Grow the email list by 50,000 net new subscribers
  • Achieve 4% email engagement rate (open + click combined)
  • Increase social media engagement by 25% across all platforms

Objective 2

Convert constituents into donors through personalized journeys

Not Connected
Donor File GrowthFirst-Time DonorsDonor Conversion RateEvent Registrations

Key Results (4)

  • Launch AI-driven donor segmentation in partnership with Technology
  • Achieve a 2.5% constituent-to-donor conversion rate
  • Grow first-time donors by 15% year-over-year
  • Increase event registrations by 20% through targeted campaigns

Analytics owns the data platform, semantic layer, and insights that drive every decision.

Objective 1

Establish a single source of truth for all ministry metrics

Not Connected
Constituent File GrowthConstituent Retention RateConstituent Engagement RateNew Constituents Acquired

Key Results (4)

  • Deploy Snowflake data lake with all source systems integrated by Q2
  • Build the semantic layer with 50+ governed, documented metrics
  • Achieve 95% data quality score across critical entities
  • Deliver real-time executive dashboards to every group VP

Objective 2

Enable AI-driven decision-making across the ministry

Not Connected
Donor File GrowthDonor Retention RateDonor Conversion RateRecurring Donor Retention

Key Results (4)

  • Launch AI insights engine surfacing risks and opportunities weekly
  • Build predictive donor lifetime value model by Q3
  • Automate 80% of standard reporting through the semantic layer
  • Achieve 90% leadership adoption of data-driven decision frameworks

Operations owns workflow standardization, project delivery, and cross-department coordination.

Objective 1

Streamline every department workflow with monday.com as the Work OS

Not Connected
Constituent File GrowthApp Active UsersConstituent Engagement Rate

Key Results (4)

  • Migrate 100% of department workflows into monday.com by Q3
  • Reduce manual status reporting by 80% through automation
  • Achieve 90% on-time project delivery rate
  • Connect monday.com to Salesforce, Workday, and Snowflake

Objective 2

Replace ad-hoc meetings with documented, searchable digital threads

Not Connected
Constituent File GrowthConstituent Engagement RateApp Active Users

Key Results (4)

  • Achieve 90% staff adoption of Microsoft Teams
  • Migrate 100% of shared files to OneDrive/SharePoint libraries
  • Reduce average meeting time by 25% through async-first norms
  • Ensure every project decision is documented in a Teams channel

Finance owns budget stewardship, financial reporting, and giving operations.

Objective 1

Implement AI-driven financial reporting and close automation

Not Connected
Donor File GrowthNet New DonorsDonor Retention RateRecurring Donor Retention

Key Results (4)

  • Automate the monthly close process to 3 business days by Q3
  • Deploy real-time budget vs. actual dashboards in the semantic layer
  • Reduce the financial reporting cycle by 50%
  • Integrate giving data into the Snowflake data lake

Objective 2

Optimize giving operations to increase recurring revenue

Not Connected
Donor File GrowthRecurring Donor RetentionFirst-Time DonorsDonor Retention Rate

Key Results (4)

  • Launch Stripe-powered recurring giving flows on the website
  • Achieve $2M annual run rate in recurring giving
  • Maintain 85% donor retention through improved receipting
  • Reduce giving friction by implementing one-click checkout

HR owns workforce planning, AI augmentation, and staff development.

Objective 1

Build an AI-augmented workforce equipped for the future

Not Connected
Constituent File GrowthApp Active UsersConstituent Engagement Rate

Key Results (4)

  • Train 100% of staff on AI tools and prompt literacy by Q4
  • Fill 5 critical AI and data roles (AI product, data engineering, analytics)
  • Develop AI-augmented role expectation profiles for every position
  • Achieve 90% employee engagement score

Objective 2

Right-size the organization for the future-state operating model

Not Connected
Donor File GrowthDonor Retention RateRecurring Donor Retention

Key Results (4)

  • Complete staff plan assessments for every department
  • Repurpose 20% of manual roles into AI-augmented roles
  • Achieve $1.5M in annual capacity savings through augmentation
  • Maintain 90% retention of top performers during transition

The AI product team ships the AI tools that augment every staff member and power the enterprise intelligence platform.

Objective 1

Ship three AI products to production that augment daily work

Not Connected
Constituent File GrowthApp Active UsersConstituent Engagement Rate

Key Results (4)

  • Launch the executive AI assistant with 500+ weekly active users
  • Deploy the constituent insights engine to Marketing and Analytics
  • Ship the AI donor segmentation tool to the fundraising team
  • Achieve 4.5/5 user satisfaction score across all AI products

Future integration: each objective and key result above will link to a corresponding item in the monday.com OKR management boards, pulling live status, progress, confidence, and check-in updates into this dashboard.

This page is shared from Focus on the Family's Enterprise Intelligence System. Access is limited to the OKR Management dashboard only.