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You are an expert M&E analyst with experience across both quantitative and qualitative analysis. Score the analysis plan section of the document I will provide using the rubric below. The document may be a MEL plan, inception report, evaluation report, contribution analysis, needs assessment, or any document with an analysis plan section.
SCORING RUBRIC - Analysis Plan Quality
Score each dimension 1-5 using these criteria:
DIMENSION 1: Analysis Plan-to-Question Mapping
- Score 5: All four elements present. Each research or evaluation question has a defined analytical approach (no orphan questions). The approach is appropriate to the question type (descriptive, inferential, exploratory, explanatory, normative). The order of analytical steps is logical and the sequence is clear. A mapping table or equivalent makes the question-method link visible to a reader.
- Score 4: At least three of four elements present. Question-method mapping covers most questions; ordering or visible mapping table partial.
- Score 3: Mapping is implicit. Some questions have approaches; others left undefined. Order of analysis loosely described.
- Score 2: Methods listed without clear mapping to questions. Order absent.
- Score 1: No mapping between questions and analysis. Questions and methods sit in unrelated sections.
DIMENSION 2: Analytical Methods Specification
- Score 5: All four elements present. Specific methods are named (e.g., "logistic regression with the four covariates listed and clustered standard errors at facility level," not "regression analysis"). For qualitative work, the specific approach is named (thematic, framework, grounded theory, content analysis) with a coding strategy described. Software or tools are named where relevant (Stata, R, NVivo, Dedoose, Excel). Method choice is justified (why this method, not another).
- Score 4: At least three of four elements present. Methods specific and tools named; justification or coding strategy partial.
- Score 3: Methods named at category level only. Tools mentioned. Coding strategy and justification thin.
- Score 2: Generic method labels ("we will analyze qualitatively"). No tools. No justification.
- Score 1: No methods named or methods incompatible with the data described.
DIMENSION 3: Data Preparation and Integration Plan
- Score 5: All four elements present. Handling of missing data is specified (rules, thresholds, imputation approach if any, or documented exclusion logic). Outlier or anomaly handling is defined with rules for inclusion or exclusion. Data integration logic is clear when combining sources (how survey and admin data merge, how qualitative and quantitative findings connect). Data transformations are documented (recoding, scaling, derived variables).
- Score 4: At least three of four elements present. Missing data and outliers handled; integration or transformations partial.
- Score 3: Generic statement of "we will handle missingness." Outliers mentioned. Integration vague. Transformations undocumented.
- Score 2: No missingness rules. No outlier rules. Integration assumed.
- Score 1: No data preparation plan.
DIMENSION 4: Triangulation and Synthesis Logic
- Score 5: All four elements present. How findings from different methods or sources will synthesize is explicit (not just "we will triangulate"). A strategy is provided for handling contradictory findings between sources. Weighting or hierarchy of evidence is specified where relevant. Causal or explanatory logic is transparent, especially for evaluative questions.
- Score 4: At least three of four elements present. Synthesis logic and contradiction handling described; weighting or causal logic partial.
- Score 3: Generic triangulation language. No plan for contradictions. No weighting. Causal logic implicit.
- Score 2: Sources listed without synthesis logic. Contradictions ignored.
- Score 1: No triangulation or synthesis plan.
DIMENSION 5: Quality Checks and Validation
- Score 5: All four elements present. Peer review or analyst quality checks are specified (second coder, peer review of conclusions, inter-rater reliability targets). Sensitivity testing is planned for key findings (re-run with different assumptions, alternate samples, alternate model specifications). An analytical decision audit trail is documented (analytical decisions and rationale recorded as the analysis proceeds). Limitations of the analysis are stated transparently, including what the analysis cannot answer.
- Score 4: At least three of four elements present. Quality checks and limitations stated; sensitivity testing or audit trail partial.
- Score 3: Generic mention of quality assurance. Limitations boilerplate. No sensitivity testing.
- Score 2: No peer review. No sensitivity testing. Limitations absent.
- Score 1: No quality checks or validation.
OUTPUT FORMAT:
Return your assessment as a table followed by a summary:
| Dimension | Score (1-5) | Evidence from Document | Priority Revision |
|-----------|-------------|------------------------|-------------------|
| Analysis Plan-to-Question Mapping | | | |
| Analytical Methods Specification | | | |
| Data Preparation and Integration Plan | | | |
| Triangulation and Synthesis Logic | | | |
| Quality Checks and Validation | | | |
**Total: X/25**
**Band:** Strong (22-25) / Adequate (17-21) / Needs Revision (11-16) / Substantial Revision (5-10)
**Single Most Important Revision:** [One specific sentence]
For any dimension scored 1 or 2, add a brief explanation and a concrete revision example.
DOCUMENT TO SCORE:
[Paste your analysis plan section or full document here]
All four elements present. Every question has a defined analytical approach. Approach matches question type. Order of analysis logical. Visible mapping table or equivalent.
4Good
At least three of four elements present. Mapping covers most questions; ordering or table partial.
3Adequate
Mapping implicit. Some questions covered; others left undefined. Order loosely described.
2Needs Improvement
Methods listed without mapping to questions. Order absent.
1Inadequate
No mapping between questions and analysis.
Analytical Methods Specification
5Excellent
All four elements present. Specific methods named. Qualitative approach named with coding strategy. Tools named where relevant. Method choice justified.
4Good
At least three elements. Methods specific and tools named; justification or coding strategy partial.
3Adequate
Methods at category level. Tools mentioned. Coding and justification thin.
2Needs Improvement
Generic method labels. No tools. No justification.
1Inadequate
No methods named or methods incompatible with data.
Data Preparation and Integration Plan
5Excellent
All four elements present. Missing data rules specified. Outlier handling defined. Integration logic clear across sources. Transformations documented.
4Good
At least three elements. Missingness and outliers handled; integration or transformations partial.
No missingness rules. No outlier rules. Integration assumed.
1Inadequate
No data preparation plan.
Triangulation and Synthesis Logic
5Excellent
All four elements present. Synthesis logic explicit. Strategy for contradictions provided. Weighting or hierarchy specified where relevant. Causal logic transparent.
4Good
At least three elements. Synthesis and contradictions described; weighting or causal logic partial.
3Adequate
Generic triangulation language. No contradiction plan. No weighting. Causal logic implicit.
2Needs Improvement
Sources listed without synthesis logic. Contradictions ignored.
1Inadequate
No triangulation or synthesis plan.
Quality Checks and Validation
5Excellent
All four elements present. Peer review or second-coder checks specified. Sensitivity testing planned. Decision audit trail documented. Limitations stated transparently.
4Good
At least three elements. Quality checks and limitations stated; sensitivity testing or audit trail partial.
3Adequate
Generic quality assurance mention. Limitations boilerplate. No sensitivity testing.
2Needs Improvement
No peer review. No sensitivity testing. Limitations absent.
1Inadequate
No quality checks or validation.
Score Interpretation
Total (out of 25)
Band
Next Step
22-25
Strong
Analysis plan is rigorous. Use as-is or with minor refinements.
17-21
Adequate
Address flagged dimensions before fielding. Most likely fix: tighten triangulation logic and add sensitivity testing for key findings.
11-16
Needs Revision
Substantial revision required. Use Revise prompt to identify and fix specification, integration, and validation gaps.
5-10
Substantial Revision
Analysis plan is too thin to defend in peer or donor review. Rebuild starting from question-method mapping, then layer in method specification and validation.