Steps to Prepare for a PDRI Assessment

Steps to Prepare for a PDRI Assessment

Carve’s facilitation steps are based on PDRI facilitation best practices from CII. Facilitators can either:
  1. Complete the entire facilitation process using Carve
  2. Use CII’s PDRI spreadsheet templates to collect assessment data and import into Carve
Before leading a PDRI Assessment, it is recommended that the facilitator completes the following preparation steps: 
  1. Search for an existing project in Carve. If an existing project is found, proceed to Step 3. 
  2. If there is no existing project in Carve, create a new project for the PDRI. 
  3. Create a new PDRI assessment.
  4. Complete the Session Details tab within the PDRI assessment.
  5. Enter the expected attendees within the PDRI assessment.
  6. If necessary, exclude elements from the list of PDRI elements that do not apply to your project.


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