Steps to Prepare for a PDRI Assessment
Carve’s facilitation steps are based on PDRI facilitation best practices from CII. Facilitators can either:
- Complete the entire facilitation process using Carve
- 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:
- Create a new project for the PDRI assessment. If a project already exists in Carve, locate the existing project.
- Create a new PDRI assessment.
- Complete the Session Details tab within the PDRI assessment.
- Enter the expected attendees within the PDRI assessment.
- If necessary, exclude elements from the list of PDRI elements that do not apply to your project.
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Steps to Conduct a PDRI Assessment
To begin, click the Prepare link beside the PDRI Assessment from the Carve Project Dashboard. This will open the PDRI Assessment. Prepare Assessment Link Within the PDRI Assessment, select a PDRI section tab, as shown in the image below. It is ...
Steps to Closeout a PDRI Review
After a PDRI Assessment has been completed, it is recommended that the facilitator complete the following steps: Create the PDRI Summary Report. This report will communicate the results of the PDRI Assess to all relevant project stakeholders. Publish ...
Create a PDRI Assessment
If a new project is being created, the user will be prompted to create the assessment at the same time. Refer to section Create a Project. To create an assessment in a pre-existing project: 1. Locate the project and click the project name 2. Click ...
Enter PDRI Assessment Attendees
Knowing who attended the PDRI Assessment can provide insight on the PDRI score. For example, if a key project stakeholder was not able to attend the assessment, it may impact the overall score for their area(s) of expertise. Make note of key ...
Exclude Elements in the PDRI Assessment
Elements can be excluded in two ways: at the template level and in a specific assessment. Excluding project components at the template level will remove them from all assessments using that template, while excluding at the assessment level is ...