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Client Information
Company Name *
Assessment Date *
Industry
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Transportation Engineering
Civil Engineering
Surveying
Architecture
Environmental Consulting
Construction Management
Geospatial / GIS
General AEC
Legal
Accounting / Finance
Healthcare Admin
Nonprofit
Other Professional Services
Company Size
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1–25 employees
26–50 employees
51–100 employees
101–250 employees
251–500 employees
500+ employees
Assessment Type
Initial
Follow-up
Annual review
Contact Name / Role
Referral Source
Context / Notes Going In
Overall IT Health Score
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Score questions to calculate
Assessment Summary
Key findings and critical risks
Proposed engagement
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