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CAE common mistakes

CAE · Understand the traps and how to avoid them.

Mistake 1

Treating one director’s preference as a board decision

Individual status does not automatically confer collective authority.

What to do instead

Check the governing structure and authorized decision process.

Mistake 2

Stopping conflict management after disclosure

Participation limits or independent review may still be required.

What to do instead

Apply the complete policy to the facts and record the response.

Mistake 3

Delegating responsibility without authority

The person may be unable to deliver the assigned outcome.

What to do instead

Define resources, decisions and escalation along with accountability.

Mistake 4

Using activity counts as proof of outcomes

Delivery can occur without the intended benefit.

What to do instead

Define the result and collect evidence that addresses it.

Mistake 5

Continuing a weak program solely because of past spending

Sunk costs do not establish future value.

What to do instead

Compare future benefits, costs and transition effects.

Mistake 6

Equating accrual surplus with usable cash

Timing, liabilities and restrictions can limit liquidity.

What to do instead

Review cash flow and available funds as well as accounting results.

Mistake 7

Equating course completion with a competence certification

The claims and assessment purposes can differ.

What to do instead

State exactly what the credential establishes and support the claim with evidence.

Mistake 8

Adding new members to the renewal numerator

New joins were not part of the eligible renewal cohort.

What to do instead

Keep acquisition, renewal and net-growth measures distinct.

Mistake 9

Assuming every exempt organization has identical advocacy rules

Entity type, jurisdiction and activities can change obligations.

What to do instead

Assess the actual classification and facts with qualified advice.

Mistake 10

Treating a last click as proof of sole causation

Other interactions and factors may have contributed.

What to do instead

Interpret attribution through its assumptions and the wider evidence.