AI Playbooks for M&E

Step-by-step recipes for the M&E tasks every team runs from scratch every cycle.

Planning

Build an Evaluation Plan with AI

A 5-step prompt workflow that produces a donor-ready evaluation plan. Run all prompts in a single AI conversation. Takes 30-45 minutes.

You will end up with

A complete evaluation plan with evaluation questions, methodology, data collection matrix, analysis plan, and limitations section.

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Planning · 5 steps

Build a Theory of Change with AI

A 5-step prompt workflow that produces a complete Theory of Change with causal pathways, assumptions, risks, and an indicator framework. Run all prompts in a single AI conversation.

You will end up with

A complete Theory of Change with problem statement, causal pathway (activities to impact), assumptions table, risk register, and indicator mapping.

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Planning · 5 steps

Build a MEL Plan with AI

A 5-step prompt workflow that produces a complete Monitoring, Evaluation, and Learning plan with results framework, indicator matrix, data collection plan, reporting schedule, and learning agenda.

You will end up with

A complete MEL plan with results framework, indicator reference sheet, data collection plan, reporting schedule, and learning agenda.

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Planning · 5 steps

Develop Indicators with AI

A 5-step prompt workflow that takes you from program objectives to a complete indicator reference sheet with definitions, data sources, and targets.

You will end up with

A complete indicator reference sheet with SMART indicators, operational definitions, data sources, baselines, targets, and disaggregation plan.

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Planning · 5 steps

Build a Results Framework with AI

A 5-step prompt workflow that produces a populated results framework with impact, outcomes, outputs, indicators, and causal logic.

You will end up with

A complete results framework table with impact, outcomes, outputs, indicators, baselines, targets, and a narrative summary explaining the program logic.

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Data Collection

Data Collection · 5 steps

Design a Baseline Survey with AI

A 5-step prompt workflow that takes you from indicators to a field-ready survey instrument with sampling frame, skip logic, and pilot protocol.

You will end up with

A field-ready survey instrument with indicator-linked questions, skip logic, sampling frame, and pilot testing protocol.

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Analysis

Analysis · 5 steps

Code Qualitative Data with AI

A 5-step prompt workflow that takes raw interview or focus group transcripts through to a coded dataset with thematic analysis. Run all prompts in a single AI conversation.

You will end up with

A codebook, coded dataset organized by theme, and a thematic analysis summary with illustrative quotes.

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Analysis · 4 steps

Clean M&E Data with AI

A 4-step prompt workflow that takes raw survey data through validation, error detection, correction, and documentation to produce a clean, analysis-ready dataset.

You will end up with

A set of data validation rules, error detection queries, a correction protocol, and a cleaning audit log template.

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Reporting

Reporting · 5 steps

Create a Donor Report with AI

A 5-step prompt workflow that produces a donor-ready progress report with data summaries, narrative, evidence integration, lessons, and recommendations.

You will end up with

A donor-ready progress report with executive summary, indicator data table, narrative sections, lessons learned, and prioritized recommendations.

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The Prompt Library has 140+ standalone prompts you can use one at a time, without following a multi-step workflow.

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