Conducting a PDRI Self Assessment
Overview
To begin, click the prepare link within a PDRI Self Assessment. This will open the assessment.
Within the assessment, select the Assessment tab shown in the image below. Starting on this tab you will see an overview of all sections and categories within the assessment, along with the current progress of answered elements. To begin filling out the assessment, click the "Start Assessment" button.
This opens the Self Assessment dialog. From here, you will assign a level to each element and provide comments and action items to support your selection.
The Self Assessment Dialog
Once an assessment begins, you will see the following components:
Assessment Progress Bar
The assessment progress bar is used to help the assessor track their progress when completing a self assessment. As the assessor answers each element, the progress bar updates to show how many have been completed, marked as not applicable, and how many are still unanswered. Additionally, the flag icon will list how many assessment elements have been marked for further review.
Title and Description
A PDRI Assessment is typically split up into 4 major sections - Basis of Project Decision, Basis of Design, Execution Approach and Accuracy (Note that older PDRI templates do not include an Accuracy Section). Within the self assessment, each section is displayed with a brief overview explaining its contents.
Inside each section, a PDRI assessment contains multiple categories, further diving elements into sub-topics. Categories are displayed with an overview explaining their contents and purpose.
Assessment Elements also each contain a title and a description. It is recommended that the assessor thoroughly reads these descriptions before any scoring is completed.
Navigation Bar
The self assessment navigation bar contains three key buttons for navigating an assessment. To exit the facilitation of a self assessment, press the "Done" button. To advance between elements in an assessment, the "Next" and "Previous" buttons can be used. In addition to these buttons, the arrow keys on your keyboard can also be used to navigate through an assessment.
The "Learn More" button is used to copy a prompt to the CII GPT to further explain the element content. Note that you can only access CII GPT if your organization is a CII member.
Self Assessment Menu
To open the Self Assessment Menu, click the circular arrow button at the top left side of the page. Within this menu, you can see where in the assessment you currently are and quickly navigate to other assessment sections as required.
There are a variety of filters available within the dropdown at the top of this menu which can be used to drill down to specific types of elements. Available filters include:
- All - This is the default menu view, all assessment elements are displayed, sorted into sections and categories
- Flagged - Displays elements that have been flagged for further review
- Reduced Confidence - Displays all elements which have not been scored with a high confidence. For more information about confidence scoring see Confidence Index
- Not Applicable - Displays elements that have been scored as Not Applicable
- Unanswered - Displays all elements which have not been scored yet
Within the self assessment menu, elements that are unanswered appear as bolded. Sections and Categories that contain at least one element that remains unanswered will also be displayed in bold.
Completing the Self Assessment:
For each element in a PDRI assessment, the assessor will:
- Score the elements on the PDRI Scale of Complete to Incomplete
- To improve scoring consistency, when a score has been selected, a corresponding score description will populate in the text box under the scoring level. It is recommended that the assessor reads the score description to ensure the current state of the project aligns with these descriptions.
- For more information about PDRI Scoring see: Scoring PDRI Elements
- Record comments describing the current state of the project in relation to the element description
- Create action items
- If necessary, the assessor can flag an element for further review by clicking the flag icon on the top right of the page. This will add a small flag next to the item in the self assessment menu, and will allow the element to be returned when filtering for flagged elements
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