Assessments
Resume an existing assessment or start a new one.
In progress
Loading assessments from SharePoint...
New assessment
Enter client details. A folder will be created in SharePoint automatically.
Define scope
Select the process areas in scope. Check a top-level domain for all functions, or expand to choose specific ones.
Process domains
Special requests
Optional
Describe any specific asks, focus areas, or concerns the client has raised that go beyond the standard scope. This will be included in the project packet.
0 characters
0processes selected
Select processes above to define the assessment scope.
Generating your project packet
Building your tailored workbook based on the selected scope...
Packet generated and saved to SharePoint.
Project packet
Download the Excel workbook. Scoped to your selection.
GSD-Assessment-Packet.xlsx
Project plan · Interview guide · Data request list
What's inside
Tab 1 — Project plan
Kickoff and initiation tasks, data gathering steps, owner and due-date columns.
Tab 2 — Interview guide
Process sections with questions by step.
Tab 3 — Data request list
Data items by process with priority and rationale.
Document tracker
Upload files for each item. Multiple files supported per area. All uploads go directly to SharePoint.
0
Items requested
0
With files
0%
Complete
0 of 0 items have files