Generating an Executive Summary

Generating an Executive Summary

Before generating your Executive Summary, ensure that your Insights have been properly reviewed and selected. Please see the articles How to Use PDRI Insights or How to Use CRA Insights for more details on this pre-requisite step.

Creating the Executive Summary

To create your Executive Summary after the assessment Insights have been properly reviewed and selected
  1. From the "Prepare" mode of an assessment, navigate to the Summary tab.
  2. Click the Generate button. There is an option to re-generate if needed.
  1. Carve utilizes your company's Executive Summary Outline 
    1. There is a default outline for each template type
    2. A company-specific configuration is available in Carve Professional Edition


Editing the Executive Summary

Select the arrows icon to navigate to full screen view for easier editing. Reselect this icon at any time to return to the original view. 











  1. Click the text editor box to add, change, or remove text. Add transition sentences and refine the flow
  2. Use the editor functions to format your text (colour, style, tables, images, etc.). Hovering over any icon in the editor functions box will display a tooltip of its purpose. 











  1. Fill in the highlighted sections ( ex.  [ in-person / virtually ] and [ location ] ) to tailor the summary to your assessment's details. 
  2. Use Headings to organize the sections of your summary. 

Notes
As you're finalizing your Executive Summary, consider:
  1. How do results compare to expectations?
  2. Areas of strength
  3. Biggest risks
  4. Recommendations
  5. Next Steps

  1. If full screen mode was being used, re-click the arrows icon to return to the original view.


Printing the Summary Report

Printing the PDRI Summary Report

To print the summary report after the executive summary has been completed:
  1. On the Low Definition/Gaps Tab, select the range of elements present in the report using the level dropdown.


  1. Navigate back to the Summary tab and click the 'Print' button located in the top right of the page. 
  1. Select to sort the Low Scoring Section by Score or Element/Factor Order. 
  2. The summary report document is then downloaded as a PDF to your computer. 
NotesUsers with company admin roles can Customize the Executive Summary Outlines for each template within their company.

Printing the Construction Readiness Assessment (CRA) Summary Report

To print the summary report after the executive summary has been completed: 
  1. Navigate to the Summary tab and click the 'Print' button at the top right of the page

  1. Select either to include:
    1. Missing Factors
    2. Missing Factors & Factors with Comments
    3. All Factors
  2. You also have the option to select 'Include Best Practices' for the report. This includes a list of CII recommended best practices for all categories that have not yet reached construction readiness (score <85%)
  1. Click Print to generate the PDF report.