CFRE Overview
Questions and
Answers Updated
2026
StrategicBPlanningBProcessB-
BAnswer1.BDevelopBconsensusBwithinBtheBorganizationBthatBaBplanningBprocessBshould
BbeBimplemented
2.BDetermineBifBoutsideBassistanceBisBnecessaryBtoBmanageBtheBprocess
3.BDesignBtheBplanningBmodel
4.BEstablishBtheBplanningBcommittee
5.BReviewBtheBplanningBprocessBandBroleBofBtheBcommittee
6.BClarityBgroupBvalues
7.BExamineBtheBenvironment/marketplace
8.BEstablishBorBreconfirmBaBlong-termBvision
9.BReviewBtheBorganization'sBmission
10.BDetermineBstrategicBdirectionBandBsetBgoals
11.BOutlineBstrategiesBorBprograms
12.BDetermineBtasks,Btimetable,BandBrequiredBresources
13.BTestBfinancialBfeasibilityBofBtheBplan
14.BDraftBtheBplanBandBpresentBitBforBapproval
ComponentsBofBaBstrategicBplanB-
BAnswer1.BInstitution'sBname,Baddress,BtelephoneBnumber,BandBdateBtheBplanBwasBad
optedBbyBtheBboardBofBdirectors
, 2.BBriefBhistoryBofBtheBinstitution
3.BOverviewBofBtheBplanningBprocess.BDescribeBtheBresearchBmethodologyBused.BListBp
lanningBcommitteeBmembers.BTheBactualBdetailBofBtheBresearchBisBusuallyBaBseparateBi
nformationBpacketBthatBisBreferredBtoBinBtheBfinalBplan,BbutBnotBincluded.
4.BStatementBofBvisionBandBvaluesB(asBrefinedBand/orBreadopted)
5.BStatementBofBmissionB(asBrefinedBand/orBreadopted)
6.BProgramBandBinstitutionalBcapacityBgoals.
7.BSpecificBstrategies,BentitiesBresponsible,BandBtimeBframesBforBeachBstrategyBthereBar
eBnotBtheBstaffBorBcommitteeBactionBplans.BThereBareBgeneralBstrategiesBtoBachieveBth
eBoverallBgoals
8.BDescriptionBofBresourcesBnecessaryBtoBachieveBstrategies,BincludingBbudgetBandBstaff
ing
9.BGeneralBcomparativeBbudgetBprojectsB(incomeBandBexpense)BforBtheBmultipleByears
BofBtheBplan
10.BDescriptionBofBhowBtheBplanBwillBbeBmonitored,BperformanceBevaluated,BandBtheB
planBextended
ManagementBMatrixB-BAnswer1.BAnalysis
2.BPlanning
3.BExecution
4.BControl
5.BEvaluation
6.BProfessionBethics
FundraisingBCycleB-BAnswer1.BExamBtheBcase
2.BAnalyzeBmarketB(testing)
3.BPrepareBneedBstatement
4.BDefineBobjective
5.BInvolveBvolunteer
6.BValidateBneedBstatement
Questions and
Answers Updated
2026
StrategicBPlanningBProcessB-
BAnswer1.BDevelopBconsensusBwithinBtheBorganizationBthatBaBplanningBprocessBshould
BbeBimplemented
2.BDetermineBifBoutsideBassistanceBisBnecessaryBtoBmanageBtheBprocess
3.BDesignBtheBplanningBmodel
4.BEstablishBtheBplanningBcommittee
5.BReviewBtheBplanningBprocessBandBroleBofBtheBcommittee
6.BClarityBgroupBvalues
7.BExamineBtheBenvironment/marketplace
8.BEstablishBorBreconfirmBaBlong-termBvision
9.BReviewBtheBorganization'sBmission
10.BDetermineBstrategicBdirectionBandBsetBgoals
11.BOutlineBstrategiesBorBprograms
12.BDetermineBtasks,Btimetable,BandBrequiredBresources
13.BTestBfinancialBfeasibilityBofBtheBplan
14.BDraftBtheBplanBandBpresentBitBforBapproval
ComponentsBofBaBstrategicBplanB-
BAnswer1.BInstitution'sBname,Baddress,BtelephoneBnumber,BandBdateBtheBplanBwasBad
optedBbyBtheBboardBofBdirectors
, 2.BBriefBhistoryBofBtheBinstitution
3.BOverviewBofBtheBplanningBprocess.BDescribeBtheBresearchBmethodologyBused.BListBp
lanningBcommitteeBmembers.BTheBactualBdetailBofBtheBresearchBisBusuallyBaBseparateBi
nformationBpacketBthatBisBreferredBtoBinBtheBfinalBplan,BbutBnotBincluded.
4.BStatementBofBvisionBandBvaluesB(asBrefinedBand/orBreadopted)
5.BStatementBofBmissionB(asBrefinedBand/orBreadopted)
6.BProgramBandBinstitutionalBcapacityBgoals.
7.BSpecificBstrategies,BentitiesBresponsible,BandBtimeBframesBforBeachBstrategyBthereBar
eBnotBtheBstaffBorBcommitteeBactionBplans.BThereBareBgeneralBstrategiesBtoBachieveBth
eBoverallBgoals
8.BDescriptionBofBresourcesBnecessaryBtoBachieveBstrategies,BincludingBbudgetBandBstaff
ing
9.BGeneralBcomparativeBbudgetBprojectsB(incomeBandBexpense)BforBtheBmultipleByears
BofBtheBplan
10.BDescriptionBofBhowBtheBplanBwillBbeBmonitored,BperformanceBevaluated,BandBtheB
planBextended
ManagementBMatrixB-BAnswer1.BAnalysis
2.BPlanning
3.BExecution
4.BControl
5.BEvaluation
6.BProfessionBethics
FundraisingBCycleB-BAnswer1.BExamBtheBcase
2.BAnalyzeBmarketB(testing)
3.BPrepareBneedBstatement
4.BDefineBobjective
5.BInvolveBvolunteer
6.BValidateBneedBstatement
