OKRs & Goals
Copperfield Cooperative · Goal setting · Minneapolis, MN
Hollis Beaumont-Park leads a member-owned credit cooperative and uses this to see which objectives are on track and which key results are slipping.
Use this templateBy team
ObjectivesMembers feel looked after from the first day
Make borrowing simple and quick
A website and app that members trust
Get the systems ready for double the members
Grow through members telling their friends
Tables
Objectives
5 sample rows · 10 columnsThe few outcomes the cooperative is aiming for this cycle and the next.
| Objective | Cycle | Team | Owner | Confidence | Why it matters | Created |
|---|---|---|---|---|---|---|
| Members feel looked after from the first day | Yara Mansour | New members who are helped in week one stay for years and bring family. | — | |||
| Make borrowing simple and quick | Desmond Okafor-Lind | Slow, fiddly applications are the top reason people go elsewhere. | — | |||
| A website and app that members trust | Sunita Raghavan | Trust in the website is trust in us; one outage costs months of goodwill. | — | |||
| Grow through members telling their friends | Bjorn Haugland | Most of our best members came by word of mouth, so we invest there first. | — | |||
| Get the systems ready for double the members | Sunita Raghavan | Doubling the membership will strain the current tools unless we prepare early. | — |
Key results
13 sample rows · 12 columnsThe measurable results under each objective, with where they started and where they are.
| Key result | Objective | Start value | Current value | Target value | Owner | Last updated |
|---|---|---|---|---|---|---|
| New-member welcome calls completed (%) | Members feel looked after from the first day | 40 | 78 | 95 | Yara Mansour | Oct 20, 2026 |
| Median first-reply time to a member message (hours) | Members feel looked after from the first day | 20 | 9 | 4 | Yara Mansour | Oct 18, 2026 |
| Members who joined from a referral (per month) | Grow through members telling their friends | 12 | 14 | 60 | Bjorn Haugland | Oct 17, 2026 |
| Referral links shared (per month) | Grow through members telling their friends | 80 | 95 | 400 | Bjorn Haugland | Oct 16, 2026 |
| Member satisfaction score (out of 100) | Members feel looked after from the first day | 72 | 81 | 88 | Yara Mansour | Oct 15, 2026 |
| Core banking migration plan approved (steps done of 10) | Get the systems ready for double the members | 0 | 4 | 10 | Sunita Raghavan | Oct 15, 2026 |
| Median days from application to decision | Make borrowing simple and quick | 6 | 5 | 2 | Desmond Okafor-Lind | Oct 14, 2026 |
| Load test passed at three times current traffic (runs passed) | Get the systems ready for double the members | 0 | 1 | 3 | Sunita Raghavan | Oct 14, 2026 |
| Applications finished online (%) | Make borrowing simple and quick | 35 | 52 | 80 | Desmond Okafor-Lind | Oct 13, 2026 |
| Documents collected without a branch visit (%) | Make borrowing simple and quick | 20 | 24 | 70 | Desmond Okafor-Lind | Oct 12, 2026 |
| App crash-free sessions (%) | A website and app that members trust | 96 | 98 | 99 | Sunita Raghavan | Oct 11, 2026 |
| Pages that load in under two seconds (%) | A website and app that members trust | 55 | 83 | 90 | Sunita Raghavan | Oct 10, 2026 |
Also included
- Flag trend down
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