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Strategic Planning Facilitation Flashcards

7 cards from real CFE practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

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  1. During a strategic planning session, a facilitator notices two executives consistently dominating discussion while others remain silent. What is the BEST intervention?

    Answer: Use structured techniques like round-robin to ensure equal participation

    Round-robin and other structured participation techniques ensure all voices are heard without singling out or excluding participants.

  2. A forensic examiner facilitating a SWOT analysis should ensure that 'Threats' are distinguished from 'Weaknesses' by focusing on:

    Answer: Internal resource gaps vs. external environmental factors

    Threats are external factors outside the organization's control, while Weaknesses are internal deficiencies within the organization.

  3. Which strategic planning framework explicitly links an organization's vision to measurable performance indicators across financial, customer, process, and learning dimensions?

    Answer: Balanced Scorecard

    The Balanced Scorecard translates strategic vision into objectives and KPIs across four perspectives: financial, customer, internal processes, and learning/growth.

  4. When facilitating a strategic planning retreat, the most appropriate role of the facilitator regarding content is to:

    Answer: Remain content-neutral while guiding the process

    A facilitator owns the process, not the content—remaining neutral allows participants to own their strategic decisions.

  5. An organization's strategic plan identifies a goal to 'improve customer satisfaction.' Which of the following makes this goal most strategically actionable?

    Answer: Achieve a Net Promoter Score of 70 or above within 18 months

    SMART goals require specific, measurable targets with defined timelines—an NPS target with a deadline meets these criteria.

  6. In strategic planning, 'scenario planning' is primarily used to:

    Answer: Prepare the organization for multiple possible future environments

    Scenario planning helps organizations anticipate and prepare for a range of plausible futures rather than relying on a single forecast.

  7. A strategic planning facilitator should address 'groupthink' by:

    Answer: Assigning a devil's advocate role to challenge prevailing assumptions

    Designating a devil's advocate introduces deliberate dissent, disrupting the conformity pressure that drives groupthink.