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:
- Search for an existing project in Carve. If an existing project is found, proceed to Step 3.
- If there is no existing project in Carve, create a new project for the PDRI.
- 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.