PDRI Summary Report

PDRI Summary Report

The Summary tab shows the final PDRI score compared to Portfolio and Industry benchmarks. This will be included in the Summary Report.

Summary Tab, Review Final ScoreSummary Tab, Review Final Score

Preparing the executive summary for a PDRI session is a key task that the facilitator will complete after the PDRI session. Use the text box at the bottom of the Summary page to input an executive summary. From within the assessment, click the Summary tab. Use the formatting tool bar as required for text formatting. The tool bar includes rich text word processing tools providing facilitators the options of bulleted and numbered lists, indents, hyperlinks, and headings.

Create Executive SummaryCreate Executive Summary

Click Save when the summary is complete or partially complete to keep a copy of the entered information. Once the Executive Summary is complete, select Print to download the Summary Report. Choose if you would like to sort the Low Scoring section by Score or by Element/Factor Order.

The Assessment Summary Report contains the following sections:
  1. Assessment Details
  2. Executive Summary
  3. PDRI Score Chart
  4. MATRS Score Chart (Depending on the PDRI template)
  5. Open Action Items
  6. Attendees
  7. Summary of Gaps
  8. Information on how to access your report online

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