Exam (elaborations)
CFRE Overview Exam Questions and Correct Answers
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CFRE Overview Exam Questions and Correct Answers
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CFRE OverviewStrategic Planning Process - Answer -1. Develop consensus within the organization that a planning
process should be implemented
2. Determine if outside assistance is necessary to manage the process
3. Design the planning model
4. Establish the planning committee
5. Review the planning process and role of the committee
6. Clarity group values
7. Examine the environment/marketplace
8. Establish or reconfirm a long-term vision
9. Review the organization's mission
10. Determine strategic direction and set goals
11. Outline strategies or programs
12. Determine tasks, timetable, and required resources
13. Test financial feasibility of the plan
14. Draft the plan and present it for approval
Components of a strategic plan - Answer -1. Institution's name, address, telephone number, and date
the plan was adopted by the board of directors
2. Brief history of the institution
, 3. Overview of the planning process. Describe the research methodology used. List planning committee
members. The actual detail of the research is usually a separate information packet that is referred to in
the final plan, but not included.
4. Statement of vision and values (as refined and/or readopted)
5. Statement of mission (as refined and/or readopted)
6. Program and institutional capacity goals.
7. Specific strategies, entities responsible, and time frames for each strategy there are not the staff or
committee action plans. There are general strategies to achieve the overall goals
8. Description of resources necessary to achieve strategies, including budget and staffing
9. General comparative budget projects (income and expense) for the multiple years of the plan
10. Description of how the plan will be monitored, performance evaluated, and the plan extended
Management Matrix - Answer -1. Analysis
2. Planning
3. Execution
4. Control
5. Evaluation
6. Profession ethics
Fundraising Cycle - Answer -1. Exam the case
2. Analyze market (testing)
3. Prepare need statement
4. Define objective
5. Involve volunteer
6. Validate need statement
7. Evaluate gift market
8. Select fundraising vehicle
9. Identify potential giving source
10. Prepare fundraising plan
11. Prepare communication plan
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