Free Resource

CTC Assessment Toolkit

Two files. Everything you need to run a structured client competency assessment before any technical objective.

24-question client questionnaire (PDF) Scoring spreadsheet with automatic grade conversion (Excel) Profile output, flag generation, objective weighting No account required

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  • CTC Client Questionnaire PDF
  • CTC Scoring Spreadsheet Excel (.xlsx)

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How to use it — 3 steps

  1. 1

    Send the questionnaire to your client

    The PDF is ready to forward as-is. Ask your client to return it at least 5 days before the trip, along with a brief route history — grades, dates, whether they led or followed.

  2. 2

    Enter the logbook data into the spreadsheet

    Open the CTC Assessment tab. Enter each logbook entry — grade, discipline, date, environment, role, conditions, and whether guided. Grade conversion is automatic from the Grade Reference tab.

  3. 3

    Set the objective type and read the output

    Select the objective type (alpine ice, ski mountaineering, glacier travel, etc.) and — optionally — set minimum discipline scores for your planned route. The spreadsheet outputs a profile, composite score, discipline breakdown, and flags.

First assessment takes around 30 minutes. Subsequent assessments are faster once you have the grade reference memorised. The completed spreadsheet constitutes a structured pre-trip risk record that maps to ISO 31000.