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The following is a sample of items typically covered in a draft findings presentation. Each assessment team will create draft findings in the format appropriate to the organization.

Draft Findings PresentationA Sample Template

Title of slide:

Name of assessed organization.

Assessment dates.

Model scope:

Indicate the process areas included in the assessment data collection. Each process area investigated during the assessment is included in the presentation. The process areas are grouped by Maturity Levels.

For each process area, include:

The description of process area.

Strengths observed.

Weaknesses observed.

Multiple slides may be created for each process area.

Non-model findings:

Indicate issues identified that impact the organization that might not be related to the model.

Questions and comments are encouraged from participants. Facilitator accepts comments; team members record comments. No apologies or promises to change the finds are made. Comments are considered when the team concludes all draft findings presentations, and the team reconvenes.