CFRE OVERVIEW EXAM WITH
COMPLETE SOLUTIONS
Strategic bbPlanning bbProcess bb- bbcorrect bbanswers bb-1. bbDevelop bbconsensus
bbwithin bbthe bborganization bbthat bba bbplanning bbprocess bbshould bbbe bbimplemented
2. bbDetermine bbif bboutside bbassistance bbis bbnecessary bbto bbmanage bbthe bbprocess
3. bbDesign bbthe bbplanning bbmodel
4. bbEstablish bbthe bbplanning bbcommittee
5. bbReview bbthe bbplanning bbprocess bband bbrole bbof bbthe bbcommittee
6. bbClarity bbgroup bbvalues
7. bbExamine bbthe bbenvironment/marketplace
8. bbEstablish bbor bbreconfirm bba bblong-term bbvision
9. bbReview bbthe bborganization's bbmission
10. bbDetermine bbstrategic bbdirection bband bbset bbgoals
11. bbOutline bbstrategies bbor bbprograms
12. bbDetermine bbtasks, bbtimetable, bband bbrequired bbresources
13. bbTest bbfinancial bbfeasibility bbof bbthe bbplan
14. bbDraft bbthe bbplan bband bbpresent bbit bbfor bbapproval
, Components bbof bba bbstrategic bbplan bb- bbcorrect bbanswers bb-1. bbInstitution's
bbname, bbaddress, bbtelephone bbnumber, bband bbdate bbthe bbplan bbwas bbadopted
bbby bbthe bbboard bbof bbdirectors
2. bbBrief bbhistory bbof bbthe bbinstitution
3. bbOverview bbof bbthe bbplanning bbprocess. bbDescribe bbthe bbresearch
bbmethodology bbused. bbList bbplanning bbcommittee bbmembers. bbThe bbactual bbdetail
bbof bbthe bbresearch bbis bbusually bba bbseparate bbinformation bbpacket bbthat bbis
bbreferred bbto bbin bbthe bbfinal bbplan, bbbut bbnot bbincluded.
4. bbStatement bbof bbvision bband bbvalues bb(as bbrefined bband/or bbreadopted)
5. bbStatement bbof bbmission bb(as bbrefined bband/or bbreadopted)
6. bbProgram bband bbinstitutional bbcapacity bbgoals.
7. bbSpecific bbstrategies, bbentities bbresponsible, bband bbtime bbframes bbfor bbeach
bbstrategy bbthere bbare bbnot bbthe bbstaff bbor bbcommittee bbaction bbplans. bbThere
bbare bbgeneral bbstrategies bbto bbachieve bbthe bboverall bbgoals
8. bbDescription bbof bbresources bbnecessary bbto bbachieve bbstrategies, bbincluding
bbbudget bband bbstaffing
9. bbGeneral bbcomparative bbbudget bbprojects bb(income bband bbexpense) bbfor bbthe
bbmultiple bbyears bbof bbthe bbplan
10. bbDescription bbof bbhow bbthe bbplan bbwill bbbe bbmonitored, bbperformance
bbevaluated, bband bbthe bbplan bbextended
Management bbMatrix bb- bbcorrect bbanswers bb-1. bbAnalysis
2. bbPlanning
3. bbExecution
4. bbControl
5. bbEvaluation
6. bbProfession bbethics
Fundraising bbCycle bb- bbcorrect bbanswers bb-1. bbExam bbthe bbcase
2. bbAnalyze bbmarket bb(testing)
3. bbPrepare bbneed bbstatement
4. bbDefine bbobjective
5. bbInvolve bbvolunteer
6. bbValidate bbneed bbstatement
7. bbEvaluate bbgift bbmarket
8. bbSelect bbfundraising bbvehicle
9. bbIdentify bbpotential bbgiving bbsource
10. bbPrepare bbfundraising bbplan
11. bbPrepare bbcommunication bbplan
12. bbActivate bbvolunteer bbcorp
13. bbSolicitation
14. bbDemonstrate bbstewardship bband bbrenew
8 bbElement bbof bbeffective bbcase bb- bbcorrect bbanswers bb-1. bbState bba bbneed: bbthis
bbis bba bbcommunity bbneed, bbthe bb"cause" bbbeing bbserved
COMPLETE SOLUTIONS
Strategic bbPlanning bbProcess bb- bbcorrect bbanswers bb-1. bbDevelop bbconsensus
bbwithin bbthe bborganization bbthat bba bbplanning bbprocess bbshould bbbe bbimplemented
2. bbDetermine bbif bboutside bbassistance bbis bbnecessary bbto bbmanage bbthe bbprocess
3. bbDesign bbthe bbplanning bbmodel
4. bbEstablish bbthe bbplanning bbcommittee
5. bbReview bbthe bbplanning bbprocess bband bbrole bbof bbthe bbcommittee
6. bbClarity bbgroup bbvalues
7. bbExamine bbthe bbenvironment/marketplace
8. bbEstablish bbor bbreconfirm bba bblong-term bbvision
9. bbReview bbthe bborganization's bbmission
10. bbDetermine bbstrategic bbdirection bband bbset bbgoals
11. bbOutline bbstrategies bbor bbprograms
12. bbDetermine bbtasks, bbtimetable, bband bbrequired bbresources
13. bbTest bbfinancial bbfeasibility bbof bbthe bbplan
14. bbDraft bbthe bbplan bband bbpresent bbit bbfor bbapproval
, Components bbof bba bbstrategic bbplan bb- bbcorrect bbanswers bb-1. bbInstitution's
bbname, bbaddress, bbtelephone bbnumber, bband bbdate bbthe bbplan bbwas bbadopted
bbby bbthe bbboard bbof bbdirectors
2. bbBrief bbhistory bbof bbthe bbinstitution
3. bbOverview bbof bbthe bbplanning bbprocess. bbDescribe bbthe bbresearch
bbmethodology bbused. bbList bbplanning bbcommittee bbmembers. bbThe bbactual bbdetail
bbof bbthe bbresearch bbis bbusually bba bbseparate bbinformation bbpacket bbthat bbis
bbreferred bbto bbin bbthe bbfinal bbplan, bbbut bbnot bbincluded.
4. bbStatement bbof bbvision bband bbvalues bb(as bbrefined bband/or bbreadopted)
5. bbStatement bbof bbmission bb(as bbrefined bband/or bbreadopted)
6. bbProgram bband bbinstitutional bbcapacity bbgoals.
7. bbSpecific bbstrategies, bbentities bbresponsible, bband bbtime bbframes bbfor bbeach
bbstrategy bbthere bbare bbnot bbthe bbstaff bbor bbcommittee bbaction bbplans. bbThere
bbare bbgeneral bbstrategies bbto bbachieve bbthe bboverall bbgoals
8. bbDescription bbof bbresources bbnecessary bbto bbachieve bbstrategies, bbincluding
bbbudget bband bbstaffing
9. bbGeneral bbcomparative bbbudget bbprojects bb(income bband bbexpense) bbfor bbthe
bbmultiple bbyears bbof bbthe bbplan
10. bbDescription bbof bbhow bbthe bbplan bbwill bbbe bbmonitored, bbperformance
bbevaluated, bband bbthe bbplan bbextended
Management bbMatrix bb- bbcorrect bbanswers bb-1. bbAnalysis
2. bbPlanning
3. bbExecution
4. bbControl
5. bbEvaluation
6. bbProfession bbethics
Fundraising bbCycle bb- bbcorrect bbanswers bb-1. bbExam bbthe bbcase
2. bbAnalyze bbmarket bb(testing)
3. bbPrepare bbneed bbstatement
4. bbDefine bbobjective
5. bbInvolve bbvolunteer
6. bbValidate bbneed bbstatement
7. bbEvaluate bbgift bbmarket
8. bbSelect bbfundraising bbvehicle
9. bbIdentify bbpotential bbgiving bbsource
10. bbPrepare bbfundraising bbplan
11. bbPrepare bbcommunication bbplan
12. bbActivate bbvolunteer bbcorp
13. bbSolicitation
14. bbDemonstrate bbstewardship bband bbrenew
8 bbElement bbof bbeffective bbcase bb- bbcorrect bbanswers bb-1. bbState bba bbneed: bbthis
bbis bba bbcommunity bbneed, bbthe bb"cause" bbbeing bbserved
