CPOA study materials
CPOA study resources

CPOA study plan

CPOA · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Governance, Ethics, and Accountability

  • Map the governance-ethics-accountability domain into a one-page outline of subtopics and their exam weight

  • Define and contrast fiduciary duty, duty of care, duty of loyalty, and duty of obedience with an original example of each

  • Identify the roles, authority, and boundaries of the board versus the executive director and draft a two-column comparison

  • List common conflict-of-interest scenarios and write the disclosure and recusal steps a board should follow

  • Self-quiz on governance concepts and log every missed item with a corrected explanation

Your checkpoint

A 2-page governance cheat sheet covering board roles, duties, and conflict-of-interest procedures, plus a scored 20-question self-quiz log

Week 2

Strategic Planning and Organizational Performance

  • Deconstruct the strategic planning cycle into mission, environmental scan, goals, objectives, implementation, and evaluation stages

  • Practice writing SMART objectives from vague organizational goals

  • Compare logic models, balanced scorecards, and KPI dashboards and note when each fits

  • Draft a mock SWOT and a short set of strategic priorities from a fictional organizational profile

  • Explain how performance metrics tie back to mission and board reporting

Your checkpoint

A one-page strategic plan skeleton for a fictional nonprofit, including three SMART objectives and two KPIs per objective

Week 3

Financial Management and Budgeting

  • Distinguish operating, capital, and cash-flow budgets and describe the purpose of each

  • Walk through the full budget cycle from preparation through monitoring and variance analysis

  • Compute and interpret basic ratios: current ratio, program expense ratio, and operating reserve in months

  • Explain the roles of the board, finance committee, treasurer, and auditor in financial oversight

  • Practice reading a simple statement of financial position and activity statement and summarize findings

Your checkpoint

A completed budget worksheet with variance analysis and three computed financial ratios, each with a one-sentence interpretation

Week 4

Human Resources and Volunteer Management & Program and Service Delivery

  • Outline the employee lifecycle from recruitment through separation and note the compliance touchpoints at each stage

  • Differentiate volunteer management practices from paid-staff management, including screening and recognition

  • Design a program logic model linking inputs, activities, outputs, and outcomes

  • Identify methods for measuring program outcomes and selecting appropriate evaluation designs

  • Draft interview-style answers to HR and program-delivery scenarios under timed conditions

Your checkpoint

A program logic model plus a 10-question practice set on HR and program delivery, scored and reviewed

Week 5

Fundraising, Development, and Revenue Generation & Legal, Regulatory, and Compliance Requirements

  • Compare major fundraising channels and match each to donor segments and cost structures

  • Explain the donor lifecycle and stewardship practices that support retention

  • Summarize key legal and regulatory obligations, including reporting, solicitation, and governance filings

  • Build a compliance calendar template mapping recurring obligations to responsible parties and deadlines

  • Analyze a fictional fundraising scenario for ethical and compliance risks

Your checkpoint

A one-page compliance calendar template plus a written risk analysis of a fictional fundraising scenario

Week 6

Stakeholder Engagement, Communications, and Public Relations & Information Technology and Data Management

  • Identify stakeholder groups and map their interests and influence on organizational decisions

  • Draft key messages for a crisis communication scenario using a structured messaging framework

  • Explain data governance basics: privacy, access control, retention, and backup practices

  • Describe how technology supports reporting, donor management, and program data collection

  • Evaluate a fictional data-handling situation for privacy and security weaknesses

Your checkpoint

A stakeholder map and crisis messaging brief, plus a short written data-privacy risk assessment

Week 7

Governance, Ethics, and Accountability & Strategic Planning and Organizational Performance & Financial Management and Budgeting & Human Resources and Volunteer Management

  • Re-review weak spots flagged in weeks 1 through 4 and rewrite corrected notes for each missed concept

  • Complete a timed mixed practice set weighted toward the heaviest domains

  • Practice eliminating answer choices on scenario questions by identifying the governing principle

  • Explain aloud the reasoning behind five difficult questions without notes

  • Update the governance and finance cheat sheets with any new insights

Your checkpoint

A timed 40-question mixed practice set with a scored results log and corrected notes for every miss

Week 8

Program and Service Delivery & Fundraising, Development, and Revenue Generation & Legal, Regulatory, and Compliance Requirements & Stakeholder Engagement, Communications, and Public Relations & Information Technology and Data Management

  • Re-review weak spots flagged in weeks 5 and 6 and consolidate corrected notes

  • Complete a full-length timed practice exam simulating test-day conditions

  • Analyze results by domain and rank remaining gaps by risk

  • Drill the highest-risk gaps with targeted review and rapid self-quizzing

  • Finalize a one-page test-day strategy covering pacing, flagging, and review order

Your checkpoint

A full-length timed practice exam with a domain-by-domain score report and a finalized one-page test-day strategy sheet

Milestones

Week 2: Score at least 75% on a 20-question self-quiz covering domains 1 and 2, with all misses corrected in writing

Week 4: Complete the program logic model and HR/program practice set, scoring at least 70% and logging every missed item

Week 6: Finish the compliance calendar, stakeholder map, and data-privacy assessment, and confirm all nine domains have at least one page of notes

Week 7: Score at least 75% on the timed 40-question mixed set, with the two weakest domains identified for final review

Week 8: Score at least 80% on the full-length timed practice exam and confirm every domain score is above 65%