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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.

Any businessReportingBoards3 tables · 7 views · 1 form · 1 agent
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By team

Objectives
Member services1
Members feel looked after from the first dayThis cycleYara Mansour
Lending1
Make borrowing simple and quickThis cycleDesmond Okafor-Lind
Technology2
A website and app that members trustThis cycleSunita Raghavan
Get the systems ready for double the membersNext cycleSunita Raghavan
Marketing1
Grow through members telling their friendsThis cycleBjorn Haugland

Tables

Objectives

5 sample rows · 8 columns

The few outcomes the cooperative is aiming for this cycle and the next.

ObjectiveCycleTeamOwnerConfidenceKey results
Members feel looked after from the first dayThis cycleMember servicesYara MansourOn trackMedian first-reply time to a member message (hours), New-member welcome calls completed (%), Member satisfaction score (out of 100)
Make borrowing simple and quickThis cycleLendingDesmond Okafor-LindAt riskMedian days from application to decision, Applications finished online (%), Documents collected without a branch visit (%)
A website and app that members trustThis cycleTechnologySunita RaghavanOn trackApp crash-free sessions (%), Pages that load in under two seconds (%), Members using the app each month (thousands)
Grow through members telling their friendsThis cycleMarketingBjorn HauglandOff trackMembers who joined from a referral (per month), Referral links shared (per month)
Get the systems ready for double the membersNext cycleTechnologySunita RaghavanOn trackCore banking migration plan approved (steps done of 10), Load test passed at three times current traffic (runs passed)

Key results

13 sample rows · 8 columns

The measurable results under each objective, with where they started and where they are.

Key resultStart valueCurrent valueTarget valueOwnerLast updatedTrend
Median first-reply time to a member message (hours)2094Yara MansourOct 16, 2026Up
Members who joined from a referral (per month)121460Bjorn HauglandOct 16, 2026Down
New-member welcome calls completed (%)407895Yara MansourOct 15, 2026Up
Referral links shared (per month)8095400Bjorn HauglandOct 15, 2026Flat
Member satisfaction score (out of 100)728188Yara MansourOct 14, 2026Flat
Core banking migration plan approved (steps done of 10)0410Sunita RaghavanOct 14, 2026Up
Median days from application to decision652Desmond Okafor-LindOct 13, 2026Up
Load test passed at three times current traffic (runs passed)013Sunita RaghavanOct 13, 2026Flat
Applications finished online (%)355280Desmond Okafor-LindOct 12, 2026Up
Documents collected without a branch visit (%)202470Desmond Okafor-LindOct 11, 2026Flat
App crash-free sessions (%)969899Sunita RaghavanOct 10, 2026Up
Pages that load in under two seconds (%)558390Sunita RaghavanOct 9, 2026Up

1 more rows

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