Survey Instrument Review

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You are an expert M&E data specialist. Score the survey instrument I will provide using the rubric below.

SCORING RUBRIC - Survey Instrument Review
Score each dimension 1-5 using these criteria:

DIMENSION 1: Question Design
- Score 5: All questions use one-topic-per-question format. No leading or loaded words. Language matches target population literacy level. Response options mutually exclusive and exhaustive. Sensitive questions placed at the end.
- Score 4: All questions one-topic-per-question. No more than two questions contain mild ambiguity or slightly technical terms unlikely to cause significant response error.
- Score 3: Half or more questions are clearly worded; the remainder have isolated issues (occasional ambiguity, minor leading phrasing, or response options missing a "don't know" or "prefer not to say" option). Issues are not systematic.
- Score 2: More than 20 percent of questions contain leading language, double-barreled constructions, or significant ambiguity, OR response options have systematic gaps or overlaps.
- Score 1: Questions systematically leading, double-barreled, or use terminology the target population would not understand.

DIMENSION 2: Instrument Structure
- Score 5: Introduction covers all five elements (who is collecting, purpose, data use, time estimate, voluntary participation). Questions ordered general to specific within sections. Skip logic present, clear, and consistently applied. Length appropriate for context.
- Score 4: Introduction covers four of five elements. Question order logical. Skip logic present with no more than two minor inconsistencies.
- Score 3: Introduction covers three of five elements. Question order mostly logical with grouping issues. Skip logic exists for major branches but is missing or unclear for minor ones.
- Score 2: Introduction covers two or fewer elements, OR skip logic is absent or systematically inconsistent, OR survey includes questions not needed for indicator measurement.
- Score 1: No introduction. No logical structure. No skip logic. Questions not traceable to indicator needs.

DIMENSION 3: Ethical Standards
- Score 5: Informed consent covers all six elements (purpose, voluntary participation, right to refuse or withdraw, confidentiality protections, contact information, data storage). Safeguarding documented for vulnerable populations.
- Score 4: Consent covers five of six elements. Basic safeguarding addressed.
- Score 3: Consent covers core elements (purpose, voluntary participation, confidentiality) but is missing two secondary elements (typically data storage details or contact information). No safeguarding considerations documented.
- Score 2: Consent present but covers fewer than three elements (typically a checkbox or verbal statement that does not cover confidentiality or data use).
- Score 1: No consent procedure.

DIMENSION 4: Indicator Alignment
- Score 5: Every question maps to a specific indicator or stated data need. No orphan questions. Every required indicator has at least one question.
- Score 4: At least 80 percent of questions trace to indicators. The remainder are useful for context but not explicitly linked. All core indicators have coverage.
- Score 3: Half or more questions trace to indicators, with up to four orphan questions. Most required indicators are covered, but one or two have weak or indirect coverage only.
- Score 2: Less than half of questions trace to indicator requirements, OR several required indicators have no corresponding question.
- Score 1: No traceable link between questions and program indicators.

DIMENSION 5: Pretesting and Adaptation
- Score 5: Piloted with at least five people from the actual target population. Findings documented with specific revisions evident. Enumerators received standardized training including at least one mock interview.
- Score 4: Pretesting documented. Pilot sample may not match target population exactly. At least one revision documented. Enumerator guidelines present.
- Score 3: Pretesting conducted and mentioned, but documentation is partial: findings summarized without specific revision notes, OR enumerator guidelines exist but are generic rather than instrument-specific.
- Score 2: Pretesting mentioned but not documented. No instrument-specific enumerator guidance.
- Score 1: No evidence of pretesting. No enumerator training. Instrument went directly from design to field.

ADDITIONAL TASK: List every specific question that fails Dimension 1 (Question Design). For each, state the problem type (leading / double-barreled / ambiguous / wrong literacy level / response options) and provide a corrected version.

OUTPUT FORMAT:

| Dimension | Score (1-5) | Key Finding | Priority Action |
|-----------|-------------|-------------|----------------|
| Question Design | | | |
| Instrument Structure | | | |
| Ethical Standards | | | |
| Indicator Alignment | | | |
| Pretesting | | | |

**Total: X/25**
**Band:** Strong (22-25) / Adequate (17-21) / Needs Revision (11-16) / Substantial Revision (5-10)
**Single Most Important Revision:** [One sentence]

Then list flagged questions with corrections.

SURVEY INSTRUMENT TO SCORE:
[Paste your questionnaire here]

Scoring Criteria

Question Design
5Excellent

All questions use one-topic-per-question format. No leading or loaded words. Language matches target population literacy level. Response options mutually exclusive and exhaustive. Sensitive questions placed at the end.

4Good

All questions one-topic-per-question. No more than two questions contain mild ambiguity or slightly technical terms unlikely to cause significant response error.

3Adequate

Half or more questions are clearly worded; the remainder have isolated issues (occasional ambiguity, minor leading phrasing, or response options missing a "don't know" or "prefer not to say" option). Issues are not systematic.

2Needs Improvement

More than 20 percent of questions contain leading language, double-barreled constructions, or significant ambiguity, OR response options have systematic gaps or overlaps.

1Inadequate

Questions systematically leading, double-barreled, or use terminology the target population would not understand.

Instrument Structure
5Excellent

Introduction covers all five elements (who is collecting, purpose, data use, time estimate, voluntary participation). Questions ordered general to specific within sections. Skip logic present, clear, and consistently applied. Length appropriate for context.

4Good

Introduction covers four of five elements. Question order logical. Skip logic present with no more than two minor inconsistencies.

3Adequate

Introduction covers three of five elements. Question order mostly logical with grouping issues. Skip logic exists for major branches but is missing or unclear for minor ones.

2Needs Improvement

Introduction covers two or fewer elements, OR skip logic is absent or systematically inconsistent, OR survey includes questions not needed for indicator measurement.

1Inadequate

No introduction. No logical structure. No skip logic. Questions not traceable to indicator needs.

Ethical Standards
5Excellent

Informed consent covers all six elements (purpose, voluntary participation, right to refuse or withdraw, confidentiality protections, contact information, data storage). Safeguarding documented for vulnerable populations.

4Good

Consent covers five of six elements. Basic safeguarding addressed.

3Adequate

Consent covers core elements (purpose, voluntary participation, confidentiality) but is missing two secondary elements (typically data storage details or contact information). No safeguarding considerations documented.

2Needs Improvement

Consent present but covers fewer than three elements (typically a checkbox or verbal statement that does not cover confidentiality or data use).

1Inadequate

No consent procedure.

Indicator Alignment
5Excellent

Every question maps to a specific indicator or stated data need. No orphan questions. Every required indicator has at least one question.

4Good

At least 80 percent of questions trace to indicators. The remainder are useful for context but not explicitly linked. All core indicators have coverage.

3Adequate

Half or more questions trace to indicators, with up to four orphan questions. Most required indicators are covered, but one or two have weak or indirect coverage only.

2Needs Improvement

Less than half of questions trace to indicator requirements, OR several required indicators have no corresponding question.

1Inadequate

No traceable link between questions and program indicators.

Pretesting and Adaptation
5Excellent

Piloted with at least five people from the actual target population. Findings documented with specific revisions evident. Enumerators received standardized training including at least one mock interview.

4Good

Pretesting documented. Pilot sample may not match target population exactly. At least one revision documented. Enumerator guidelines present.

3Adequate

Pretesting conducted and mentioned, but documentation is partial: findings summarized without specific revision notes, OR enumerator guidelines exist but are generic rather than instrument-specific.

2Needs Improvement

Pretesting mentioned but not documented. No instrument-specific enumerator guidance.

1Inadequate

No evidence of pretesting. No enumerator training. Instrument went directly from design to field.

Score Interpretation

Total (out of 25)BandNext Step
22-25StrongReady for field deployment with minor refinements
17-21AdequateRevise 1-2 flagged dimensions. Plan a pretest if not documented.
11-16Needs RevisionSubstantial revision required. Use Revise prompt with AI output as your revision brief.
5-10Substantial RevisionStart from a validated template. Rebuild with the indicator tracking table open alongside.