Steps to Closeout a PDRI Review

Steps to Closeout a PDRI Review

After a PDRI Assessment has been completed, it is recommended that the facilitator complete the following steps:
  1. Create the PDRI Summary Report. This report will communicate the results of the PDRI Assess to all relevant project stakeholders.
  2. Publish the assessment to the Portfolio. This allows for comparison between similar projects and helps generate an internal company baseline. It is important to note that all projects within a portfolio must use the same PDRI template.
  3. Share the PDRI Summary Report.
Assessments can also be viewed from the Review Mode on the Carve Project Dashboard.

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