CPC Project Management & Coordination 2

Question 1

A preplanning consultant begins a new client file. Which step should come first in a well-managed preplanning project?

Accepted Answer

Conduct a needs-and-wishes discovery meeting

Answer

Discovery of the client's wishes, budget, and family situation defines the project scope before any commitments are made.

Question 2

Which document best records who is responsible for each task, and by when, in a multi-party preplanning arrangement?

Accepted Answer

A task checklist with owners and due dates

Answer

A checklist assigning owners and deadlines creates accountability across the family, funeral home, cemetery, and insurer.

Question 3

A client's arrangements involve a funeral home, a cemetery, and an insurance company. What is the consultant's primary coordination role?

Accepted Answer

Act as the single point of contact aligning all parties' requirements

Answer

A single point of contact keeps information consistent and reduces conflicting instructions.

Question 4

Which is the best way to handle a change in the client's wishes after the plan is documented?

Accepted Answer

Update the plan in writing and notify affected parties

Answer

Written updates communicated to all affected parties keep the plan accurate and enforceable.

Question 5

What does 'scope creep' mean in a preplanning engagement?

Accepted Answer

Uncontrolled additions to the services beyond what was agreed

Answer

Scope creep is the gradual expansion of requirements without matching adjustments to agreement, price, or timeline.

CPC - Certified Preplanning Consultant Practice Test