Preparing for a PDRI Assessment
Exclude Elements in the PDRI Assessment
Elements can be excluded in two ways: At the template level. This will exclude the element for all assessments created in the Carve account. See the PDRI Templates article for details on how to exclude elements at the template level. Within a ...
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 ...
Enter the PDRI Session Details
The first tab within a PDRI Assessment is the Session Details. In the Details tab, enter the following information: Project Gate (pre-populated with the selected Project Gate while creating the assessment) Project Status Assessment Date ...
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 the Create a Project article. To create an assessment in a pre-existing project: 1. From the Carve Projects dashboard, click on the ...
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 ...