M&E Task Library

Find the task, method or artifact you need, then use it in Claude or ChatGPT.

On this page

Task kits join existing resources into complete paths with inputs, decisions, artifacts, checks, revision and recovery. Stand-alone resources remain available. English task pages do not change the language of their sources.

Search and filter choices stay in this page. Do not enter document text or personal information. Nothing you type here is added to a link or saved by this control.

12 task kits and 396 stand-alone resources.

Connected Task Kits

Stand-alone Resources

Use a single method directly or return to its related task kit. Downloads keep their actual format and source language. Earlier install packages are separate from current portable methods.

  • Create a Theory of Change

    Draft a theory of change that explains the program pathway, tests its assumptions, and identifies practical measures and risks.

    Prompt
    English source

  • Create a Logframe

    Build a logical framework with goals, outcomes, outputs, activities, indicators, means of verification, and assumptions.

    Prompt
    English source

  • Create a MEL Plan

    Develop a monitoring, evaluation, and learning plan with indicators, data collection methods, timelines, and responsibilities.

    Prompt
    English source

  • Create an Evaluation Matrix

    Build an evaluation matrix linking evaluation questions to criteria, indicators, data sources, and methods.

    Prompt
    English source

  • Create SMART Indicators

    Generate specific, measurable, achievable, relevant, and time-bound indicators from your program objectives.

    Prompt
    English source

  • Create an Indicator Reference Sheet

    Document how each indicator is defined, measured, disaggregated and reported, with baseline and target status.

    Prompt
    English source

  • Create a Learning Agenda

    Develop learning questions, methods, and a plan for how your program will capture and use lessons.

    Prompt
    English source

  • Create a Data Use Plan

    Map out who needs what data, when, and how it will inform decisions at each level of your program.

    Prompt
    English source

  • Create a Stakeholder Map

    Identify and categorize stakeholders by their interest, influence, and role in your M&E system.

    Prompt
    English source

  • Create an M&E Budget

    Build a justified M&E budget with line items for data collection, staffing, analysis, and reporting.

    Prompt
    English source

  • Create a Results Framework

    Build a multi-level results chain showing how inputs lead to activities, outputs, outcomes, and impact.

    Prompt
    English source

  • Create a Beneficiary Feedback System

    Design channels for collecting, processing, and responding to feedback from the people your program serves.

    Prompt
    English source

  • Draft a Progress Report

    Write a structured progress report for your donor with activities, results, challenges, and next steps.

    Prompt
    English source

  • Draft an Evaluation Report

    Write up evaluation findings into a professional report with methodology, results, and recommendations.

    Prompt
    English source

  • Draft an Executive Summary

    Summarize a longer M&E document for decision-makers, preserving its verified content, caveats, and priorities within the required length.

    Prompt
    English source

  • Draft a Case Study

    Write a structured case study documenting a program success, challenge, or lesson learned.

    Prompt
    English source

  • Draft Evaluation Terms of Reference

    Write terms of reference for commissioning an external evaluation, including scope, questions, and methodology.

    Prompt
    English source

  • Draft Lessons Learned

    Capture and organize lessons from program implementation into a structured document for future use.

    Prompt
    English source

  • Draft an M&E Section for a Proposal

    Write the monitoring and evaluation section of a funding proposal with approach, indicators, and budget.

    Prompt
    English source

  • Draft a Communication Plan for Findings

    Plan how to share M&E findings with different audiences : donors, staff, communities, and partners.

    Prompt
    English source

  • Review My Logframe

    Get structured feedback on your logframe's logic, indicator quality, assumptions, and completeness.

    Prompt
    English source

  • Review My MEL Plan

    Find the most important gaps in an existing MEL plan and turn them into practical revisions.

    Prompt
    English source

  • Review My Theory of Change

    Check the causal links and assumptions in a theory of change, with focused revisions and evidence questions.

    Prompt
    English source

  • Review My Indicators

    Review indicator wording and measurement rules, preserve agreed definitions, and identify the fixes that matter most.

    Prompt
    English source

  • Review My Evaluation Design

    Test whether an evaluation design can answer its questions within the available evidence, resources and ethical limits.

    Prompt
    English source

  • Review My Data Collection Tool

    Improve an existing instrument with item-level fixes, marked revisions and a focused pretest plan.

    Prompt
    English source

  • Review My Proposal M&E Section

    Strengthen a proposal MEAL section with evidence-linked fixes and clearly bounded funder-alignment advice.

    Prompt
    English source

  • Review My Report Draft

    Turn a report draft into a prioritized set of evidence checks, clear edits and stronger conclusions.

    Prompt
    English source

  • Analyze Survey Data

    Analyze survey results with clear denominators, data-quality checks and conclusions the design can support.

    Prompt
    English source

  • Analyze Interview Transcripts

    Develop traceable themes from interview transcripts while preserving participants’ meaning and divergent views.

    Prompt
    English source

  • Code Qualitative Data

    Build or refine a usable qualitative codebook with clear rules and transparent sample coding.

    Prompt
    English source

  • Summarize a Long Report

    Condense a report into a readable summary while preserving its evidence, limitations and recommendations.

    Prompt
    English source

  • Extract Key Findings from a Document

    Create a precise, source-linked register of findings, values, recommendations and evidence gaps.

    Prompt
    English source

  • Compare Baseline vs Endline Results

    Compare two measurement rounds with explicit comparability checks and cautious interpretation of change.

    Prompt
    English source

  • Identify Patterns Across Datasets

    Find supported trends, anomalies and relationships, with reproducible rules and useful follow-up checks.

    Prompt
    English source

  • Conduct a Gender Analysis

    Examine gender-related participation and outcomes without overstating disparities or exposing small groups.

    Prompt
    English source

  • Design a Household Survey

    Draft a household questionnaire that fits the decisions, respondents and safeguards of the proposed survey.

    Prompt
    English source

  • Design an Interview Guide

    Create a focused interview guide with neutral questions, useful probes and realistic fieldwork safeguards.

    Prompt
    English source

  • Design a Focus Group Guide

    Plan a focused group discussion with clear questions, inclusive moderation and honest privacy limits.

    Prompt
    English source

  • Design an Observation Checklist

    Turn an observation purpose into clear, usable criteria with consistent recording and rating rules.

    Prompt
    English source

  • Design a Sampling Strategy

    Choose a defensible sampling approach with transparent assumptions, selection steps and limits on inference.

    Prompt
    English source

  • Design a Baseline Study

    Plan a baseline study with clear measures, feasible fieldwork and a defensible basis for later comparison.

    Prompt
    English source

  • Design a Rapid Assessment

    Plan a lean assessment around an urgent decision, the available time and the safest useful evidence.

    Prompt
    English source

  • Design a Mid-Term Evaluation

    Design a midterm evaluation that answers practical program decisions without promising unsupported impact findings.

    Prompt
    English source

  • Explain an M&E Concept

    Understand an M&E concept through a plain-language explanation, a practical example and a common mistake to avoid.

    Prompt
    English source

  • Compare Evaluation Approaches

    Compare evaluation options at the right level and identify what fits the actual decision and constraints.

    Prompt
    English source

  • Suggest the Right Methodology

    Choose an evaluation methodology from the actual questions, evidence and constraints, with practical implementation advice.

    Prompt
    English source

  • Help Me Choose Indicators

    Select focused, feasible indicators for the program results and decisions that matter.

    Prompt
    English source

  • Walk Me Through Data Analysis

    Build a step-by-step analysis plan that matches the question, data and intended decisions.

    Prompt
    English source

  • Help Me Understand Contribution Analysis

    Build an evidence-based contribution story while testing alternative explanations and acknowledging uncertainty.

    Prompt
    English source

  • Create an Adaptive Management Plan

    Connect monitoring and learning to clear adaptation decisions, responsibilities and follow-up.

    Prompt
    English source

  • Create an After-Action Review Template

    Create a practical after-action review template that helps a team learn from a completed activity.

    Prompt
    English source

  • Draft a Pause and Reflect Session Guide

    Facilitate a focused review of evidence and turn useful learning into proposed program decisions.

    Prompt
    English source

  • Create a Learning Brief

    Synthesize available evidence around a learning question and show what it supports for the next decision.

    Prompt
    English source

  • Analyze a Pivot Decision

    Compare continue, adapt and stop options using actual performance evidence, uncertainty and decision authority.

    Prompt
    English source

  • Create a Knowledge Product

    Turn supported program findings into a clear knowledge product for the readers who need them.

    Prompt
    English source

  • Draft a Lessons Learned Database Entry

    Capture a specific lesson with its evidence, transfer conditions and practical implications.

    Prompt
    English source

  • Create a Most Significant Change Guide

    Plan meaningful story collection and transparent selection without turning selected stories into prevalence or impact estimates.

    Prompt
    English source

  • Design a Learning Event

    Design a practical learning event that helps participants apply evidence within their actual authority.

    Prompt
    English source

  • Create an Evaluation Utilization Plan

    Plan how named users will apply evaluation evidence to real decisions, with appropriate sharing and follow-up.

    Prompt
    English source

  • GESI Analysis Framework for M&E

    Build a feasible GESI analysis framework around actual results, inclusion questions and safe evidence collection.

    Prompt
    English source

  • Disability-Inclusive Survey Design

    Plan age-appropriate Washington Group integration and accessible survey participation using the exact official materials.

    Prompt
    English source

  • Intersectional Data Analysis

    Analyze program data through an intersectionality lens, examining how overlapping dimensions of identity (gender, age, disability, location, ethnicity) may relate to patterns of inclusion or exclusion.

    Prompt
    English source

  • Environmental and Climate Screening Checklist

    Create an environmental and climate screening checklist for program monitoring, identifying environmental risks, mitigation measures, and compliance requirements across program activities.

    Prompt
    English source

  • Climate Indicators and Risk Monitoring Framework

    Create climate-sensitive indicators and a climate risk monitoring framework that tracks both program contributions to climate resilience and exposure to climate-related risks.

    Prompt
    English source

  • Conflict Sensitivity Analysis of Monitoring Data

    Analyze program monitoring data through a conflict sensitivity and Do No Harm lens, identifying how the program may be interacting with conflict dynamics and recommending adjustments.

    Prompt
    English source

  • Protection Mainstreaming Monitoring Framework

    Create a protection mainstreaming monitoring framework with safeguarding indicators, complaint mechanism tracking, and protection risk analysis tools for humanitarian or development programs.

    Prompt
    English source

  • Value for Money Assessment Framework (4Es)

    Create a Value for Money (VfM) assessment framework using the 4Es model (Economy, Efficiency, Effectiveness, Equity), with indicators, benchmarks, and reporting templates.

    Prompt
    English source

  • Cost-Effectiveness Analysis Across Interventions

    Compare supplied alternatives using auditable costs and results, with cost-effectiveness claims only when outcomes and comparisons support them.

    Prompt
    English source

  • Locally-Led M&E Plan

    Plan locally led M&E with negotiated decision and data rights, community-defined measures and resources suited to local partners.

    Prompt
    English source

  • Beneficiary Accountability Framework

    Design an accountability framework linking accessible information, participation, safe feedback, response and decision rights.

    Prompt
    English source

  • Do No Harm Review of M&E Tools

    Review an M&E plan or data collection tool for potential harm, ethical risks, safeguarding gaps, and unintended negative consequences for participants and communities.

    Prompt
    English source

  • Create a Contribution Analysis Framework

    Build a contribution analysis framework with contribution claims, evidence assessment criteria, and systematic testing of alternative explanations for observed outcomes.

    Prompt
    English source

  • Create a Most Significant Change Protocol

    Build a complete Most Significant Change (MSC) data collection and selection protocol, including story collection guides, selection criteria, and domain definitions.

    Prompt
    English source

  • Design an Outcome Mapping Framework

    Design an Outcome Mapping framework with boundary partners, progress markers, outcome journals, and strategy maps following the IDRC methodology.

    Prompt
    English source

  • Create an Outcome Harvesting Protocol

    Build an Outcome Harvesting protocol with outcome description templates, substantiation questions, verification procedures, and analysis frameworks.

    Prompt
    English source

  • Design a Quasi-Experimental Evaluation

    Assess whether a quasi-experimental design is defensible, then plan the identification strategy, comparison and checks the evidence can support.

    Prompt
    English source

  • Analyze Qualitative Data with Structured Coding

    Analyze qualitative data using a structured coding framework that combines deductive codes from your theory of change with inductive codes emerging from the data, culminating in thematic analysis.

    Prompt
    English source

  • Create a Developmental Evaluation Design

    Create a Developmental Evaluation design for innovation or complex programming contexts, with real-time feedback loops, emergent learning questions, and adaptive evaluation architecture.

    Prompt
    English source

  • Design a Participatory Evaluation

    Design a participatory evaluation approach that engages beneficiaries and stakeholders as co-evaluators, with inclusive methods, power analysis, and capacity building components.

    Prompt
    English source

  • Analyze Data Using Realist Evaluation

    Analyze program data using a realist evaluation approach to develop and refine Context-Mechanism-Outcome (CMO) configurations that explain what works, for whom, and under what circumstances.

    Prompt
    English source

  • Create a Process Tracing Protocol

    Create a process tracing protocol for causal inference in single-case or small-n evaluations, with hypothesis formulation, evidence tests, and Bayesian confidence updating.

    Prompt
    English source

  • Design a Mixed-Methods Evaluation

    Design a mixed-methods evaluation with integration points, sequencing decisions, a methods matrix, and a plan for combining quantitative and qualitative strands.

    Prompt
    English source

  • Create an Evaluability Assessment

    Create an evaluability assessment to determine if a program is ready for evaluation, examining program design clarity, data availability, stakeholder readiness, and feasibility constraints.

    Prompt
    English source

  • Create a Stakeholder Engagement Plan

    Build a stakeholder engagement plan for an evaluation: influence-interest mapping, tailored engagement methods, communication channels, and an implementation timeline.

    Prompt
    English source

  • Create a Dissemination Strategy

    Design an evaluation findings dissemination strategy with audience-specific products, communication channels, and a timeline for maximizing evaluation use.

    Prompt
    English source

  • Design a Monitoring Dashboard Brief

    Design a monitoring dashboard specification with KPIs, visualization types, update frequencies, user roles, and data flow architecture.

    Prompt
    English source

  • Create a Data Quality Audit Protocol

    Create a data quality audit protocol with verification procedures, sampling strategy, scoring rubric, and corrective action framework for assessing M&E data reliability.

    Prompt
    English source

  • Draft an Evaluation Inception Report

    Draft a structured evaluation inception report outline covering methodology, workplan, evaluation matrix, risk assessment, team composition, and logistics.

    Prompt
    English source

  • Create an Enumerator Training Plan

    Create an enumerator training agenda and manual outline for a data collection exercise, covering methodology, tools, ethics, practice sessions, and field protocols.

    Prompt
    English source

  • Create a Field Supervision Checklist

    Create a field supervision checklist and data quality spot-check protocol for monitoring enumerator performance and data integrity during data collection.

    Prompt
    English source

  • Draft an M&E Scope of Work

    Draft a professional Scope of Work for hiring an M&E consultant or evaluation firm, including background, deliverables, qualifications, timeline, and evaluation criteria.

    Prompt
    English source

  • Create an Evaluation Proposal Scoring Matrix

    Create a technical scoring matrix for evaluating proposals from evaluation firms or M&E consultants, with weighted criteria, scoring scales, and consensus procedures.

    Prompt
    English source

  • Create a Data Management Plan

    Create a data management plan covering collection protocols, storage, cleaning, analysis workflows, archiving, ethical safeguards, and data sharing agreements.

    Prompt
    English source

  • Create a Data Storytelling Brief

    Translate M&E findings into a structured data storytelling brief with a narrative arc, key messages, supporting data points, and audience-specific framing.

    Prompt
    English source

  • Draft a Findings Presentation Deck Outline

    Draft a structured outline for an M&E findings presentation deck with slide-by-slide content, visualization recommendations, and speaker notes.

    Prompt
    English source

  • Create M&E Infographic Content

    Create structured content for an M&E infographic with headline stats, supporting data points, visual hierarchy, and layout guidance organized for a designer.

    Prompt
    English source

  • Draft a Stakeholder Brief

    Draft a concise stakeholder brief from supplied findings, with clear limitations and recommendations suited to its audience and required format.

    Prompt
    English source

  • Analyze Chart Selection for M&E Data

    Analyze a dataset description and recommend the best chart types for each variable or comparison, with justification grounded in data visualization best practices.

    Prompt
    English source

  • Create a Results Snapshot

    Create a one-page results snapshot (factsheet) with headline indicators, progress-to-target tracking, and key achievements for a reporting period.

    Prompt
    English source

  • Draft a Community Feedback Report

    Draft a simplified community feedback report that presents M&E findings in plain language for beneficiary communities, with visual aids and actionable next steps.

    Prompt
    English source

  • Create an Evidence Brief

    Create a structured evidence brief that synthesizes findings across multiple evaluations or studies on a specific M&E topic, with strength-of-evidence ratings.

    Prompt
    English source

  • Create an M&E Capacity Assessment Tool

    Create an M&E capacity assessment tool that evaluates organizational and individual M&E competencies across key domains, with scoring rubrics and gap analysis.

    Prompt
    English source

  • Create an M&E Capacity Building Plan

    Create an M&E capacity building plan with learning objectives, activities, timeline, responsible parties, and success indicators linked to assessment findings.

    Prompt
    English source

  • Create an M&E Training Curriculum

    Create a multi-day M&E training curriculum with detailed session plans, learning objectives, interactive exercises, and a complete materials list.

    Prompt
    English source

  • Design an M&E Mentoring Framework

    Design an M&E mentoring and coaching framework with competency milestones, structured session plans, progress tracking tools, and matching criteria.

    Prompt
    English source

  • Create a Partner M&E Assessment

    Create a partner M&E capacity assessment and strengthening plan for sub-grantees or implementing partners, with risk-based tiering and tailored support packages.

    Prompt
    English source

  • Draft a Training Facilitation Guide

    Draft a facilitation guide for an M&E training session including icebreakers, group exercises, case studies, debrief questions, and time management tips.

    Prompt
    English source

  • Create an M&E Competency Framework

    Create an M&E staff competency framework with job families, proficiency levels, behavioral indicators, and development pathways for career progression.

    Prompt
    English source

  • Design an M&E Community of Practice

    Design a Community of Practice structure for M&E practitioners with meeting cadence, knowledge sharing protocols, engagement strategies, and sustainability plan.

    Prompt
    English source

  • Design a KoboToolbox/ODK Survey Form

    Design a structured KoboToolbox or ODK-compatible survey form with question types, skip logic, validation rules, calculation fields, and deployment guidance.

    Prompt
    English source

  • Create a Mobile Data Collection Protocol

    Create a mobile and digital data collection protocol covering device management, data syncing, offline procedures, quality checks, and troubleshooting.

    Prompt
    English source

  • Create a Remote Monitoring Plan

    Create a remote monitoring plan for contexts where direct field access is limited, covering phone surveys, satellite imagery, third-party monitoring, and remote verification methods.

    Prompt
    English source

  • Design a Real-Time Monitoring System

    Design a real-time monitoring system with automated alerts, threshold triggers, escalation protocols, and dashboard specifications for timely program decision-making.

    Prompt
    English source

  • Create an Ethics Review / IRB Submission

    Create an ethics review or Institutional Review Board submission package with protocol summary, risk assessment, informed consent forms, and data protection measures.

    Prompt
    English source

  • Create an Informed Consent Form

    Create an informed consent form template for M&E data collection that meets ethical standards, is written in plain language, and covers voluntary participation, confidentiality, risks, and data use.

    Prompt
    English source

  • Create a Data Protection Impact Assessment

    Create a Data Protection Impact Assessment (DPIA) for an M&E data system covering data flows, privacy risks, legal basis, and mitigation measures aligned with GDPR and humanitarian data protection standards.

    Prompt
    English source

  • Review Ethical Compliance of a Data Collection Plan

    Review an M&E data collection plan for ethical compliance against UNEG ethical guidelines, covering informed consent, do no harm, confidentiality, and vulnerable population protections.

    Prompt
    English source

  • Create a Health M&E Framework

    Design an M&E framework for a health program integrated with HMIS and DHIS2 data systems, WHO and SPHERE benchmarks, and sector-standard health indicators.

    Prompt
    English source

  • Design a Health Household Survey

    Design a health household survey instrument using validated question modules for immunization, nutrition, WASH, and maternal health, with sampling strategy and field protocols.

    Prompt
    English source

  • Analyze Health Routine Data

    Analyze HMIS or DHIS2 routine health data to identify trends, coverage gaps, performance outliers, and actionable recommendations for program improvement.

    Prompt
    English source

  • Create an Education M&E Framework

    Design an M&E framework for an education program aligned to INEE Minimum Standards, with indicators for access, retention, learning outcomes, and education system strengthening.

    Prompt
    English source

  • Design a Learning Assessment Tool

    Design a literacy, numeracy or combined assessment blueprint using the actual curriculum, learners and authoritative assessment materials.

    Prompt
    English source

  • Create a WASH M&E Framework

    Design monitoring for the WASH components actually provided, with defensible service classifications and water-quality evidence.

    Prompt
    English source

  • Design a WASH Household Survey

    Design a household WASH survey around the actual decision and setting, using authorized modules and supported service classifications.

    Prompt
    English source

  • Create a Food Security and Livelihoods M&E Framework

    Design monitoring for actual food security and livelihoods activities using sourced instruments and clearly bounded classifications.

    Prompt
    English source

  • Analyze Food Security Monitoring Data

    Analyze supplied food-security and market evidence, preserving measurement limits and separating it from official IPC classification.

    Prompt
    English source

  • Create a Protection M&E Framework

    Design a service-specific protection monitoring framework using minimal authorized data and specialist-approved safeguards.

    Prompt
    English source

  • Choose the Right Evaluation Approach

    Compare evaluation approaches and get a recommendation for which method best fits your program context, resources, and evidence needs.

    Prompt
    English source

  • Review Data Quality

    Review a dataset or data collection process for quality issues across five dimensions: completeness, accuracy, consistency, timeliness, and validity.

    Prompt
    English source

  • Extract Donor M&E Requirements from an RFP

    Scan a donor RFP or solicitation for every M&E-related instruction (compliance requirements, mandatory indicators, reporting expectations, evaluation commitments) so nothing is missed during proposal drafting.

    Prompt
    English source

  • M&E Go/No-Go Assessment

    Assess whether your organization should pursue an RFP based on M&E fit: indicator feasibility, data collection context, capacity alignment, and risk flags surfaced in the M&E requirements. Produces a go, no-go, or go-with-conditions recommendation with caveats.

    Prompt
    English source

  • Competitive M&E Analysis for a Proposal

    Reason about what competing organizations are likely to propose on M&E for this RFP based on their public track records and sector norms, so your proposal differentiates where it matters and converges where convergence is the stronger move.

    Prompt
    English source

  • Design an M&E Capture Plan for a Proposal

    Develop an M&E capture plan covering team structure, level of effort, subcontractor and consortium needs, data collection rounds with approximate budgets, and the open decision points that will shape the final MEL plan.

    Prompt
    English source

  • Draft an M&E Staffing Plan

    Draft an M&E staffing plan for a proposal that specifies roles, level of effort (LOE), reporting lines, qualifications, and lifecycle coverage, sized to the program's scale and MEL plan workload with a defensible cost as a percentage of the program budget.

    Prompt
    English source

  • Draft an M&E Budget Narrative

    Draft an activity-based M&E budget narrative using supplied quantities, rates, and proposal requirements, with unpriced items and assumptions made clear.

    Prompt
    English source

  • Draft a Data Collection Plan

    Draft a proposal-ready data collection plan specifying methods, schedule, sampling (with design effect and non-response buffer), responsibilities, and instruments for every indicator in the MEL plan, plus an explicit digital-vs-paper decision.

    Prompt
    English source

  • Draft a Theory of Change from a Program Narrative

    Transform an existing program narrative into a structured theory of change with causal pathway, intermediate outcomes, and testable assumptions. Useful when the program description is written but the ToC is not yet formalized.

    Prompt
    English source

  • Generate a Logframe from an Existing Theory of Change

    Operationalize a finalized theory of change into a 4x4 logframe matrix with goal, outcomes, outputs, and activities as rows and narrative, indicators, means of verification, and assumptions as columns, aligned to donor template expectations.

    Prompt
    English source

  • Build a 48-Hour Proposal M&E Workflow

    Given a proposal due in 48-72 hours, produce an hour-by-hour workflow that sequences M&E section drafting: RFP extraction, ToC, logframe, MEL plan, staffing, budget narrative. Routes tasks through AI-assisted drafting, human review, and compliance checks.

    Prompt
    English source

  • Red-Team a Draft Proposal M&E Section

    Conduct a red-team review of a draft proposal M&E section, identifying gaps, weaknesses, donor-compliance risks, and credibility problems a reviewer would flag. Purpose is to surface issues before submission, not to polish phrasing.

    Prompt
    English source

  • Review M&E Budget Adequacy

    Scrutinize an M&E budget for proposal submission. Check budget as percentage of program, itemization completeness, staffing LOE match to MEL plan workload, and flags for donor reviewers.

    Prompt
    English source

  • Capture Project Lessons

    Capture specific lessons from the supplied project or milestone and connect them to future decisions.

    Prompt
    English source

  • Design an After-Action Review

    Design an after-action review for the supplied completed activity, with practical facilitation and unconfirmed follow-up commitments.

    Prompt
    English source

  • Generate a Learning Agenda

    Design a prioritized learning agenda for the actual program duration and geography, organized around decisions.

    Prompt
    English source

  • Facilitate a Reflection Workshop

    Design a reflection workshop around the team’s recent evidence and next decisions, fitted to the available time.

    Prompt
    English source

  • Synthesize Lessons Across Projects

    Synthesize evidence-based patterns and contrasts across the supplied portfolio without erasing context or overstating confidence.

    Prompt
    English source

  • Design a Knowledge Management Strategy

    Design a lightweight knowledge-management strategy around actual workflows, users, permissions and staff capacity.

    Prompt
    English source

  • Build an Operational Learning Loop

    Connect routine program monitoring to an operational learning loop with meaningful signals, decision rights and follow-up.

    Prompt
    English source

  • Distill Policy-Relevant Insights

    Distill policy-relevant insights from the supplied evidence for the stated topic, geography and policy decision.

    Prompt
    English source

  • Evaluate Uptake of Prior Learning

    Assess whether documented prior lessons changed current program design and practice, using observable uptake evidence.

    Prompt
    English source

  • Design a Pause-and-Reflect Session

    Design a forward-looking pause-and-reflect session for the actual team, evidence and upcoming implementation decisions.

    Prompt
    English source

  • Package Lessons by Audience

    Adapt verified program lessons for donor, peer and internal readers without changing their evidence or certainty.

    Prompt
    English source

  • Document a Program Failure

    Document learning from program underperformance honestly, without blame and with explanations bounded by evidence.

    Prompt
    English source

  • Review an Evaluation Report Draft

    Find the most important evidence, reasoning and reporting problems in an evaluation draft, with practical revision advice.

    Prompt
    English source

  • Review a MEL Plan Draft

    Review the supplied MEL plan draft for evidence-based completeness, feasible operations and conditions for the next review.

    Prompt
    English source

  • Review a Donor Progress Report

    Review a donor progress report for supported claims, consistent figures and documented reporting obligations before submission.

    Prompt
    English source

  • Review a Survey Instrument

    Review the supplied survey instrument’s items, routing and safeguards, with clearly bounded field-readiness advice.

    Prompt
    English source

  • Review Logframe Quality

    Review the supplied logframe’s causal logic, measures and verification against actual program evidence and requirements.

    Prompt
    English source

  • Review ToR Readiness

    Review the evaluation ToR for clear purpose, defensible scope, feasible delivery and conditions still to resolve before issue.

    Prompt
    English source

  • Review an Indicator Set

    Review the indicator set’s definitions, result coverage, duplication and feasible measurement against actual requirements.

    Prompt
    English source

  • Review an Inception Report

    Review the inception report’s design and safeguards, identifying conditions for the responsible owner before fieldwork.

    Prompt
    English source

  • Review Findings for Evidence Strength

    Review major report findings against their actual evidence, contrary cases and limits on inference.

    Prompt
    English source

  • Review Recommendations for Actionability

    Review recommendations for clear actions, evidence links, feasible ownership and implementation tradeoffs.

    Prompt
    English source

  • Design an Evaluation Matrix

    Design an evaluation matrix showing how the actual priority questions will be answered and judged.

    Prompt
    English source

  • Design a Sampling Plan

    Design a sampling plan with defensible selection, size or qualitative scope, field procedures and inference limits.

    Prompt
    English source

  • Design a Monitoring System

    Design a monitoring system that connects actual indicators and capture processes to useful, authorized decisions.

    Prompt
    English source

  • Design a Data Flow Diagram

    Describe the actual or proposed data flow with clear actors, source records, transfers, controls and use points.

    Prompt
    English source

  • Design a Results Framework

    Design a results framework for the supplied program scope, distinguishing intended changes from achieved results.

    Prompt
    English source

  • Review a Triangulation Approach

    Review whether triangulation serves the evaluation questions and makes corroboration, differences and limitations visible.

    Prompt
    English source

  • Review a Sample Justification

    Review whether the sample rationale supports the actual quantitative or qualitative analyses and is feasible in practice.

    Prompt
    English source

  • Review a Limitations Disclosure

    Review whether limitations are specific, supported and connected to the findings they constrain.

    Prompt
    English source

  • Review an Analysis Plan

    Review whether an analysis plan makes the question-to-method choices and implementation steps explicit.

    Prompt
    English source

  • Review a Mixed-Methods Integration

    Review whether a mixed-methods plan links its strands substantively and handles disagreement transparently.

    Prompt
    English source

  • Review a Stakeholder Engagement Approach

    Review stakeholder engagement for relevant voices, safe participation, meaningful influence and accountable follow-through.

    Prompt
    English source

  • Review a Sampling Frame

    Review a sampling frame’s source, coverage, currency and cleaning before selection, separately from sample-size justification.

    Prompt
    English source

  • Draft a Qualitative Coding Frame

    Draft an approach-appropriate qualitative coding frame, using provisional notes and reflexive memos when a fixed codebook does not fit.

    Prompt
    English source

  • Draft an Adaptive Management Plan

    Draft an adaptive-management plan linking actual monitoring triggers to authorized decisions and documented follow-up.

    Prompt
    English source

  • Design an Instrument Pilot Test

    Design an instrument pilot that can reveal priority problems and support a later authorized readiness decision.

    Prompt
    English source

  • Review Indicators Against SMART

    Review each indicator against SMART using its definition, associated target and intended measurement context.

    Prompt
    English source

  • Review Baselines and Targets

    Review baseline and target evidence, direction, feasibility and milestone logic without inventing values or universal trajectories.

    Prompt
    English source

  • Review Indicator Sources and Methods

    Review indicator sources and methods for specificity, fit, feasibility and decision-relevant collection frequency.

    Prompt
    English source

  • Review an Indicator Statement

    Review only an indicator statement’s wording, using linked definitions to clarify units or comparators without expanding the task.

    Prompt
    English source

  • Review a Composite Indicator

    Review the design of a composite or index indicator (component selection, weighting, aggregation, missing-data, interpretability).

    Prompt
    English source

  • Review Indicator Level Classification

    Review whether indicators are correctly classified at output, outcome, or impact levels with attribution-distance and time-frame checks.

    Prompt
    English source

  • Review Donor Indicator Alignment

    Review whether an indicator set aligns with the required donor framework (coverage, mapping, definition alignment, disaggregation, reporting readiness).

    Prompt
    English source

  • Review a Proxy Indicator Justification

    Review the justification for a proxy indicator (rationale, link defense, bounded validity, triangulation, limitations).

    Prompt
    English source

  • Review a Disaggregation Plan

    Review a disaggregation plan across the data pipeline (planning, collection, analysis, reporting, use).

    Prompt
    English source

  • Review an Executive Summary

    Review an executive summary of an evaluation or research report for stand-alone value, key-finding salience, coverage, plain language, and length discipline.

    Prompt
    English source

  • Review a Findings Section

    Review the findings section of an evaluation, monitoring, or research report for source citation, triangulation visibility, qual-quant integration, inference strength, and contrary evidence.

    Prompt
    English source

  • Review a Recommendations Section

    Review the recommendations section of a report for specificity, ownership, timeframe, resource realism, and finding linkage.

    Prompt
    English source

  • Review a Methods Section

    Review the methods section of an evaluation or research report for design justification, data collection detail, analysis approach, QA, and reproducibility.

    Prompt
    English source

  • Review Findings-to-Recommendations Linkage

    Review the traceability and logic from findings to recommendations in a report.

    Prompt
    English source

  • Review a Needs Assessment Report

    Review a needs assessment report for scope coverage, methods, data quality, prioritization logic, and use-readiness.

    Prompt
    English source

  • Review Plain-Language Accessibility

    Review a report (or section) for plain-language accessibility: reading level, jargon, structure, visuals, and audience fit.

    Prompt
    English source

  • Review a Theory-Based Evaluation Write-Up

    Review the theory-based evaluation findings (ToC restatement, per-link evidence, assumption verification, alternatives, ToC revision recs).

    Prompt
    English source

  • Review a Contribution Analysis

    Review a contribution analysis section for story construction, counterfactual reasoning, co-factor acknowledgment, calibrated language, and reader verifiability.

    Prompt
    English source

  • Review Ethical Standards

    Review the ethical standards in a methodology, evaluation design, or research protocol.

    Prompt
    English source

  • Review a GESI-Responsive Design

    Review the gender equality and social inclusion treatment in a MEL plan, evaluation methodology, or report.

    Prompt
    English source

  • Review Gender Integration Depth

    Review how deeply gender is integrated into an M&E design beyond sex-disaggregation.

    Prompt
    English source

  • Review Intersectionality in M&E Design

    Review whether an M&E design treats identity intersections (gender, disability, age, ethnicity) as distinct analytic categories.

    Prompt
    English source

  • Review Reflexivity and Positionality

    Review evaluator self-reflection on bias, perspective, and positionality in qualitative methods.

    Prompt
    English source

  • Review Vulnerable Population Protections

    Review the protections for vulnerable populations in an evaluation or research design.

    Prompt
    English source

  • Review Data Storage and Privacy Practices

    Review data storage and privacy practices in a methodology or data management plan.

    Prompt
    English source

  • Draft a Do-No-Harm Protocol

    Draft a do-no-harm risk identification and mitigation protocol for an evaluation or research activity.

    Prompt
    English source

  • Draft an Informed Consent Form

    Draft an informed consent form or script with information completeness, comprehension aids, voluntariness, confidentiality, and special-population accommodations.

    Prompt
    English source

  • Draft Safeguarding Procedures

    Draft safeguarding procedures including training, reporting channels, escalation chain, response protocols, and audit trail.

    Prompt
    English source

  • Review Survey Question Wording

    Review survey questions for clarity, neutrality, single-concept, specificity, and reading-level fit.

    Prompt
    English source

  • Review Survey Response Options

    Review response options (Likert scales, response categories) for exhaustiveness, mutual exclusivity, balance, clarity, and don't-know handling.

    Prompt
    English source

  • Review Survey Translation Quality

    Review a translated survey for semantic fidelity, cultural adaptation, back-translation evidence, response-option consistency, and field-testing.

    Prompt
    English source

  • Review an FGD Guide

    Review a focus group discussion guide for structure, opening/closing, probe quality, sensitivity handling, and facilitator notes.

    Prompt
    English source

  • Review FGD Probes

    Review probe questions in a focus group discussion guide for depth, neutrality, sequencing, coverage, and facilitation guidance.

    Prompt
    English source

  • Review a KII Guide

    Review a key informant interview guide for structure, question quality, sensitivity, sequencing, and facilitator notes.

    Prompt
    English source

  • Review KII Question Design

    Review the question design in a key informant interview guide for openness, depth trajectory, informant tailoring, specificity, and time discipline.

    Prompt
    English source

  • Review an FGD/KII Protocol

    Review the protocol scaffolding (consent, recording, transcription, data handling) for FGD or KII data collection.

    Prompt
    English source

  • Review an Observation Checklist

    Review a structured observation checklist for observability, inter-rater clarity, field usability, coverage, and open-notes space.

    Prompt
    English source

  • Review a MEL Data Flow Diagram

    Review the data flow diagram inside a MEL plan for completeness, role clarity, system specification, quality gates, and feasibility.

    Prompt
    English source

  • Review a MEL Learning Agenda

    Review the learning questions section of a MEL plan for strategic relevance, answerability, decision linkage, scope, and operationalization.

    Prompt
    English source

  • Review ToC Assumptions

    Review the assumptions section of a Theory of Change for explicit statement, causal-link coverage, plausibility, testability, and prioritization.

    Prompt
    English source

  • Review ToC Pathway Completeness

    Review whether a Theory of Change pathway covers full causal logic from inputs to impact without gaps.

    Prompt
    English source

  • Review ToC Causal Logic

    Review the causal logic of a Theory of Change for plausibility, evidence base, and link integrity.

    Prompt
    English source

  • Review a MEL Roles and Responsibilities Matrix

    Review the roles and responsibilities matrix inside a MEL plan for function coverage, position specificity, RACI discipline, escalation path, and staffing feasibility.

    Prompt
    English source

  • Review Decision-Linked Measurement

    Review whether indicators in a MEL plan are linked to specific decisions and learning needs.

    Prompt
    English source

  • Review a Logframe Assumptions Column

    Review the assumptions column of a logframe for coverage of levels, specificity, causal reasoning, testability, and risk differentiation.

    Prompt
    English source

  • Review a Logframe Means of Verification Column

    Review the means of verification column of a logframe for source specificity, method appropriateness, frequency, responsibility, and feasibility.

    Prompt
    English source

  • Review ToR Evaluation Questions

    Review the evaluation questions section of a ToR for scope coherence, answerability, decision relevance, criterion coverage, and right-sizing.

    Prompt
    English source

  • Review a ToR Budget

    Review the budget in an evaluation ToR against scope and methods for cost alignment, breakdown specificity, field-cost realism, hidden costs, and contingency.

    Prompt
    English source

  • Review Evaluation Management Arrangements

    Review the governance and oversight structure for an evaluation (steering committee, reference group, decision rights, COI, escalation).

    Prompt
    English source

  • Review an Inception Stakeholder Engagement Plan

    Review the stakeholder engagement plan in an inception report for identification, mode specificity, timing, feedback, and accountability.

    Prompt
    English source

  • Review a Budget vs Actuals Narrative

    Review the financial commentary in a progress report (budget vs actuals plus variance explanation, burn rate, reallocation logic).

    Prompt
    English source

  • Review Data Visualization Quality

    Review the charts and figures in a report for chart-type appropriateness, labeling completeness, honest scaling, accessibility, and caption quality.

    Prompt
    English source

  • Design Evaluator Selection Criteria

    Design the evaluator selection criteria and scoring matrix for an evaluation ToR (expertise specificity, experience calibration, scoring transparency, diversity, fairness).

    Prompt
    English source

  • Review an Inception Workplan

    Review the workplan section of an evaluation inception report for phase decomposition, milestone definition, dependency mapping, buffer time, and resource loading.

    Prompt
    English source

  • Reconcile Conflicting Monitoring Records

    Build a source-by-source adjudication ledger for disputed monitoring values, with verification requests and traceable correction proposals.

    Prompt
    English source

  • Calculate Cumulative Unique Program Reach

    Separate contacts, within-period people and cumulative unique people across partners or periods using documented overlap evidence and explicit limitations.

    Prompt
    English source

  • Plan an Indicator Definition Change

    Map old and new indicator definitions and plan recoding, bridge measurement or an explicit series break.

    Prompt
    English source

  • Assess Survey Nonresponse Bias

    Reconcile final survey dispositions, diagnose response imbalance and assess defensible adjustment and sensitivity options.

    Prompt
    English source

  • Assess Panel Attrition and Follow-Up Comparability

    Trace the baseline cohort through follow-up, assess selective loss, and define the population supported by paired-change analysis.

    Prompt
    English source

  • Choose and Document Missing-Data Treatment

    Map missing-value codes and patterns to defensible treatment choices, assumptions, sensitivity checks and a traceable decision log.

    Prompt
    English source

  • Assess Baseline Options After Implementation Starts

    Assess historical, retrospective and prospective measurement options when preintervention data were not collected.

    Prompt
    English source

  • Assess Secondary Data for a New M&E Question

    Check whether an existing dataset can support a new question, with claim-specific fit, provenance, coverage and use conditions.

    Prompt
    English source

  • Plan Safe Record Linkage Across M&E Sources

    Specify permitted matching rules, ambiguous-link handling and error checks from safe source schemas before any record linkage.

    Prompt
    English source

  • Draft a Cognitive Interview Guide for Survey Items

    Prepare item-specific neutral probes and a session script to investigate comprehension, recall, judgment and response choices.

    Prompt
    English source

  • Plan Transcript and Translation Quality Checks

    Plan source-fidelity, uncertainty, translation and safe-label checks before qualitative coding.

    Prompt
    English source

  • Prepare a Reproducible M&E Analysis Handover

    Trace existing outputs to source versions, calculations, environment details and actual verification evidence for a successor analyst.

    Prompt
    English source

  • Decision-Linked Measurement Quality

    Score how well a deliverable links its data, indicators, or findings to specific decisions across five dimensions using AI. Use to assess MEL plans, indicator reference sheets, monitoring briefs, evaluation reports, learning agendas, and any deliverable that should drive action rather than only describe state.

    Rubric
    English source

  • Logframe Assumptions Column Quality

    Score the assumptions column of a logframe for completeness, testability, and link to causal logic. Paste the logframe to assess whether assumptions are doing their analytic job. Use this for the logframe or results framework column; for the assumptions section of a Theory of Change narrative see toc-assumptions-quality.

    Rubric
    English source

  • Logframe Means of Verification Column

    Score the means of verification (MoV) column of a logframe for source specificity, method appropriateness, and frequency clarity. Paste the logframe to assess whether the MoV column will guide data collection.

    Rubric
    English source

  • Logframe Quality Assessment

    Score a logframe across five dimensions using AI. Paste your logframe into the prompt to get a structured quality assessment with dimension scores, evidence citations, and priority revisions.

    Rubric
    English source

  • MEL Data Flow Diagram Quality

    Score the data flow diagram inside a MEL plan for completeness, role clarity, and feasibility. Paste the diagram (or its narrative description) to get a structured assessment with revision priorities.

    Rubric
    English source

  • MEL Learning Agenda Quality

    Score the learning questions section of a MEL plan for strategic relevance, answerability, and decision-linkage. Paste the section to assess whether questions will drive learning that informs program adaptation.

    Rubric
    English source

  • MEL Plan Review

    Score a Monitoring, Evaluation and Learning plan across five dimensions using AI. Paste your MEL plan to get a structured quality assessment with dimension scores, evidence citations, and priority revisions.

    Rubric
    English source

  • MEL Roles and Responsibilities Matrix

    Score the roles and responsibilities matrix inside a MEL plan for completeness, specificity, and feasibility. Paste the matrix to assess whether every M&E function has named ownership.

    Rubric
    English source

  • Theory of Change Assessment

    Score a Theory of Change across five dimensions using AI. Paste your ToC narrative or diagram description to get a structured quality assessment with dimension scores, evidence citations, and priority revisions.

    Rubric
    English source

  • Theory of Change Causal Logic

    Score the causal logic of a theory of change in five dimensions using AI. This is a focused component rubric for the causal pathway only, useful when a ToC is embedded in a logframe, MEL plan, contribution analysis, or adaptive management memo. For a holistic assessment of a complete ToC document including stakeholder engagement and presentation, use the theory-of-change-assessment rubric instead.

    Rubric
    English source

  • ToC Assumptions Quality

    Score the assumptions section of a Theory of Change. Paste the assumptions to assess whether they are stated explicitly, testable, prioritized, and connected to specific causal links. Use this for the ToC narrative assumptions section; for the assumptions column of a logframe or results framework see logframe-assumptions-column.

    Rubric
    English source

  • ToC Pathway Completeness

    Score whether the causal pathway in a Theory of Change covers the full logic from inputs to impact. Paste the ToC to assess gaps, jumps, and missing intermediate steps.

    Rubric
    English source

  • Baseline and Target Validity

    Score the baseline values and targets attached to indicators for plausibility, evidence basis, and ambition calibration. Paste the indicator with baseline and target to assess whether the numbers are defensible.

    Rubric
    English source

  • Composite Indicator Design

    Score the design of a composite or index indicator for component selection, weighting logic, and transparency. Paste the indicator definition to assess construction quality.

    Rubric
    English source

  • Disaggregation Quality

    Score data disaggregation quality across the full data pipeline (planning, collection, analysis, reporting, use) using AI. Applies to MEL plans, indicator frameworks, surveys, evaluation reports, donor progress reports, and monitoring briefs where data should be disaggregated.

    Rubric
    English source

  • Donor Indicator Alignment

    Review alignment against supplied, applicable funding-agreement indicator definitions and reporting instructions. Unverified obligations remain unresolved.

    Rubric
    English source

  • Indicator Quality

    Score any indicator or set of indicators in any M&E document (logframes, MEL plans, PIRS, indicator reference sheets, results frameworks) for SMART criteria, definition clarity, disaggregation, source documentation, and indicator family coherence using AI.

    Rubric
    English source

  • Indicator Source Fitness

    Score whether the means of verification (data source plus collection method) named for each indicator are appropriate, specific, and feasible. Paste the indicator with its MoV to assess source-method fit.

    Rubric
    English source

  • Indicator Statement Clarity

    Score just the wording of an indicator statement for clarity, precision, and unit specification. Paste the indicator statement to get a focused diagnostic on language quality.

    Rubric
    English source

  • Output vs Outcome Classification

    Score whether indicators are correctly classified at output, outcome, or impact levels. Paste indicators to identify mis-classifications that obscure the results chain.

    Rubric
    English source

  • Proxy Indicator Justification

    Score the justification for using proxy indicators. Paste the proxy indicator and its rationale to assess whether the proxy-to-outcome link is defended and bounded.

    Rubric
    English source

  • SMART Criteria Check

    Score one or more indicators specifically against the SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound). Paste the indicator(s) to get a per-criterion assessment with revision suggestions.

    Rubric
    English source

  • FGD Guide Quality

    Score a focus group discussion guide across five dimensions using AI. Paste your guide to get a scored assessment of question design, structure, ethics, research alignment, and facilitator guidance. Use when reviewing an FGD guide as a standalone document or embedded in an inception report, evaluation design, or needs assessment.

    Rubric
    English source

  • FGD Probes Quality

    Score the probe questions in a Focus Group Discussion guide for depth, neutrality, and sequencing. Paste the FGD guide to assess whether probes will surface meaningful insight.

    Rubric
    English source

  • FGD/KII Protocol Quality

    Score a focus group discussion or key informant interview protocol across five dimensions using AI. Paste your protocol to get a structured assessment of question design, structure, ethics, alignment, and facilitator guidance before fielding.

    Rubric
    English source

  • KII Guide Quality

    Score a key informant interview guide across five dimensions using AI. Paste your guide to get a scored assessment of question design, structure, ethics, research alignment, and interviewer guidance. Use when reviewing a KII guide as a standalone document or embedded in an inception report, evaluation design, or needs assessment.

    Rubric
    English source

  • KII Question Design

    Score the question design in a Key Informant Interview guide for depth, openness, and tailoring to informant type. Paste the KII guide to assess whether questions will surface expert insight.

    Rubric
    English source

  • Observation Checklist Quality

    Score the design of a structured observation checklist for observability, inter-rater consistency, and field-usability. Paste the checklist to assess whether observations will be reliable.

    Rubric
    English source

  • Sampling Design Quality

    Score a sampling design across five dimensions using AI. Paste your sampling plan to get a structured assessment of strategy, size, selection, coverage, and replicability before fielding begins.

    Rubric
    English source

  • Survey Instrument Review

    Use AI to review a survey questionnaire before field deployment. Get proposed corrections and a prioritized revision list for review and pilot testing.

    Rubric
    English source

  • Survey Question Wording

    Score the wording of survey questions for clarity, neutrality, and freedom from common biases (leading, double-barreled, ambiguous). Paste your survey questions to get a per-question diagnostic.

    Rubric
    English source

  • Survey Response Options Quality

    Score the response options in a survey for exhaustiveness, mutual exclusivity, and scale design. Paste the survey to assess whether response choices will yield clean, analyzable data.

    Rubric
    English source

  • Survey Translation Quality

    Score the quality of a translated survey instrument for fidelity, cultural appropriateness, and back-translation evidence. Paste source and translation to assess equivalence.

    Rubric
    English source

  • Evaluation Inception Report Quality

    Score an evaluation inception report across five dimensions using AI. Paste your draft to get a structured assessment of refined questions, methodology, tools, analysis plan, and risk/ethics provisions to identify documentation gaps, revision priorities, and conditions requiring accountable review.

    Rubric
    English source

  • Evaluation Management Arrangements

    Score the governance and oversight structure for an evaluation. Paste the section to assess whether the management arrangements will sustain the evaluation through delivery.

    Rubric
    English source

  • Evaluation ToR Quality

    Score an evaluation Terms of Reference across five dimensions using AI. Paste your draft ToR to get a structured assessment of scope, questions, methodology, deliverables, and ethics before procurement.

    Rubric
    English source

  • Evaluator Selection Criteria

    Score the evaluator selection criteria and scoring matrix in a ToR. Paste the section to assess whether the criteria will identify the right candidate.

    Rubric
    English source

  • Inception Stakeholder Engagement Plan

    Score the stakeholder engagement plan section of an inception report. Paste the section to assess whether stakeholders will be appropriately engaged across the evaluation.

    Rubric
    English source

  • Inception Workplan Quality

    Score the workplan section of an evaluation inception report for timeline realism, milestone clarity, and dependency mapping. Paste the workplan to assess whether the evaluation will deliver on time.

    Rubric
    English source

  • ToR Budget Fitness

    Score whether the budget in an evaluation Terms of Reference is fit for the scope and methods. Paste the budget and scope sections to assess feasibility.

    Rubric
    English source

  • ToR Evaluation Questions

    Score the evaluation questions in a Terms of Reference for scope, answerability, and decision-relevance. Paste the questions section to assess whether they will produce useful findings.

    Rubric
    English source

  • Adaptive Management Plan

    Score the adaptive management plan that operationalizes how findings flow back to program decisions. Paste the section to assess whether learning will actually drive program change.

    Rubric
    English source

  • Analysis Plan Quality

    Score the analysis plan section of any document where one is required, including MEL plans, inception reports, evaluation reports, contribution analyses, and needs assessments. Use to confirm the plan maps to questions, names methods specifically, and includes triangulation and quality checks.

    Rubric
    English source

  • Instrument Pilot Results

    Score the documentation of instrument pilot testing (what was piloted, with whom, what was revised). Paste the pilot report to assess documentation; instrument readiness is a separate evidenced decision.

    Rubric
    English source

  • Limitations Disclosure

    Score the methodology limitations disclosure in a report for honesty, completeness, and impact-on-findings explanation. Paste the limitations section to assess credibility.

    Rubric
    English source

  • Methodology Rigor

    Score the methodological rigor of an evaluation, study, or assessment across five dimensions using AI. Use to assess MEL plans, evaluation ToRs, inception reports, evaluation reports, contribution analyses, needs assessments, sampling plans, and any document where methodology choices need justification and quality safeguards.

    Rubric
    English source

  • Mixed Methods Integration

    Score how qualitative and quantitative data are integrated in a mixed-methods design. Paste the methodology or analysis section to assess whether integration is substantive (not parallel).

    Rubric
    English source

  • Qualitative Coding Frame Quality

    Score a qualitative coding frame (codebook) for structure, mutual exclusivity, and grounded-theory hygiene. Paste the codebook to assess whether it will yield consistent coding.

    Rubric
    English source

  • Quasi-Experimental Evaluation

    Draft, review, and improve a quasi-experimental evaluation with design-specific assumptions, evidence limits, and safeguards against unsupported causal claims.

    Rubric
    English source

  • Sample Justification

    Score the sample size and selection rationale in a methodology or sampling plan. Paste the sampling section to assess whether the sample will support the intended analyses. Use this for sample-size justification and selection rationale (analytic purpose, power, method fit, feasibility); for the sampling frame itself (the list or source the sample is drawn from) see sampling-frame-quality.

    Rubric
    English source

  • Sampling Frame Quality

    Score the sampling frame itself (the list or source from which the sample is drawn) for completeness, currency, and coverage. Separate from sample-size justification. Use this for the frame itself (coverage, currency, cleaning, frame limitations); for the sample-size justification and selection rationale see sample-justification.

    Rubric
    English source

  • Stakeholder Engagement Quality

    Score the quality of stakeholder engagement across five dimensions using AI. Use to assess MEL plans, evaluation ToRs, inception reports, evaluation reports, learning agendas, contribution analyses, and any deliverable involving stakeholder consultation.

    Rubric
    English source

  • Triangulation Strength

    Score the triangulation approach across methods, sources, and perspectives in an evaluation or analysis plan. Paste the relevant section to assess whether findings will be defensibly cross-corroborated. Use this for the triangulation approach itself (method, source, investigator, conflict resolution, reporting visibility); for per-finding evidentiary review in a report see findings-evidence-strength.

    Rubric
    English source

  • Value for Money Assessment

    Create, review and improve a value for money assessment with explicit cost boundaries, credible results, equity tradeoffs and proportionate conclusions.

    Rubric
    English source

  • Budget vs Actuals Narrative

    Score the financial commentary in a progress report (budget vs actuals plus variance explanation). Paste the narrative section to assess transparency and decision-readiness.

    Rubric
    English source

  • Contribution Analysis Section

    Score a formal contribution analysis write-up. Paste the section to assess whether contribution claims are appropriately bounded by evidence and counterfactual reasoning.

    Rubric
    English source

  • Data Visualization Quality

    Score the charts and data visualizations in a report for chart-type appropriateness, labeling, and integrity. Paste the report (with viz descriptions if no images) to assess whether visuals communicate cleanly.

    Rubric
    English source

  • Donor Progress Report Review

    Score a donor progress report across five dimensions using AI. Paste your narrative report to get a structured quality assessment with dimension scores, evidence citations, and priority revisions before submission.

    Rubric
    English source

  • Evaluation Report Scoring

    Use AI to score an evaluation report across five quality dimensions. Get a structured verdict with evidence citations and a revision brief before accepting or publishing the report.

    Rubric
    English source

  • Executive Summary Quality

    Score the executive summary of an evaluation report for completeness, key-finding clarity, and stand-alone value. Paste the executive summary to assess whether it can serve as a decision-maker's brief.

    Rubric
    English source

  • Findings Evidence Strength

    Score whether each finding in a report is properly evidenced. Paste the findings section to assess source citation, triangulation, and inference strength per finding. Use this for per-finding evidentiary review in a report; for scoring the triangulation approach itself (method, source, investigator, conflict resolution) see triangulation-strength.

    Rubric
    English source

  • Findings-to-Recommendations Quality

    Score how well findings translate into actionable recommendations across five dimensions using AI. Use to assess evaluation reports, donor progress reports, contribution analyses, learning briefs, monitoring briefs, case studies, and any document where findings should drive recommendations.

    Rubric
    English source

  • Lessons Learned Quality

    Score the lessons learned section of a report for actionability, generalizability, and evidence basis. Paste the lessons learned to assess whether they will be useful beyond this program.

    Rubric
    English source

  • Methods Section Quality

    Score the methods section of an evaluation report for transparency, completeness, and replicability. Paste the methods section to assess whether a reader could reconstruct the study.

    Rubric
    English source

  • Needs Assessment Report Quality

    Score a needs assessment report across five dimensions using AI. Paste your report to get a structured assessment of problem definition, methodology, needs identification, population voice, and recommendations before program design.

    Rubric
    English source

  • Operational Data Quality Assessment

    Draft, review, and improve a purpose-specific DQA plan or assessment while separating verified findings, evidence gaps, and operational limits.

    Rubric
    English source

  • Plain Language and Accessibility

    Score the plain language quality and accessibility of any M&E deliverable across five dimensions using AI. Use to assess donor reports, monitoring briefs, learning briefs, adaptive memos, evaluation reports, case studies, and any deliverable communicated to a non-specialist audience.

    Rubric
    English source

  • Recommendations Actionability

    Score recommendations in a report for clarity, ownership, and actionability. Paste the recommendations section to assess whether decision-makers can act on them.

    Rubric
    English source

  • Theory-Based Evaluation Write-Up

    Score the explicit ToC test in the findings narrative. Paste the section to assess whether the theory of change has actually been evaluated, not just used as a planning artifact.

    Rubric
    English source

  • Data Storage and Privacy Practices

    Score the data storage and privacy practices in a methodology or data management plan. Paste the relevant section to assess whether respondent data will be protected end-to-end.

    Rubric
    English source

  • Do No Harm Protocol

    Score the do-no-harm risk identification and mitigation protocol for an evaluation, monitoring, or research activity. Paste the protocol to assess coverage of physical, psychological, social, and economic risks. Use this for the substantive risk-and-mitigation analysis; for the organizational machinery (training, reporting channels, escalation chain, audit trail) see safeguarding-procedures.

    Rubric
    English source

  • Ethical Standards

    Score the ethical standards of an M&E or research deliverable across five dimensions using AI. Use to assess MEL plans, evaluation ToRs, inception reports, surveys, FGD/KII protocols, sampling plans, evaluation reports, case studies, and any deliverable involving human participants or sensitive data.

    Rubric
    English source

  • Gender Equality and Social Inclusion (GESI)

    Score any M&E deliverable for GESI integration across five dimensions using AI. Use to assess MEL plans, evaluation ToRs, inception reports, indicator frameworks, surveys, FGD/KII protocols, and evaluation reports.

    Rubric
    English source

  • Gender Integration Depth

    Score how deeply gender is integrated into an M&E design (beyond disaggregation). Paste the gender-relevant sections to assess whether gender analysis informs methods, interpretation, and use. Use this for the depth of gender as a single analytic lens; for multi-axis identity analysis (gender x disability x age x ethnicity) see intersectionality-analysis.

    Rubric
    English source

  • Informed Consent Design

    Score the informed consent form or process for clarity, comprehension, and voluntariness. Paste the consent script or form to assess whether respondents will truly give informed consent.

    Rubric
    English source

  • Intersectionality Analysis

    Score whether the M&E design treats identity intersections (gender, disability, age, ethnicity) as distinct analytic categories, beyond single-axis disaggregation. Use this for multi-axis intersectional analysis; for the depth of gender as a single analytic lens (methods, interpretation, use) see gender-integration-depth.

    Rubric
    English source

  • Reflexivity and Positionality

    Score evaluator self-reflection on bias, perspective, and positionality. Paste the relevant section to assess whether qualitative findings are grounded in reflexive practice.

    Rubric
    English source

  • Safeguarding Procedures

    Score the safeguarding procedures in a research or evaluation design. Goes deeper than do-no-harm: training, escalation chain, response protocol, audit trail. Use this for the organizational machinery of safeguarding; for substantive risk identification and mitigation see do-no-harm-protocol.

    Rubric
    English source

  • Vulnerable Population Protections

    Score the protections for vulnerable populations (children, refugees, survivors, people with disabilities, etc.) in an evaluation or research design. Paste the relevant section to assess safeguards.

    Rubric
    English source

  • Evaluation Questions

    Prioritize answerable questions tied to the decisions an evaluation must support.

    Skill
    English source

  • Question and Method Alignment

    Match evaluation questions to feasible evidence, methods and limitations.

    Skill
    English source

  • Evaluation TOR Draft

    Draft a source-linked TOR with feasible scope and unresolved decisions visible.

    Skill
    English source

  • Indicator Reference Sheets

    Define each indicator so people can collect and interpret it consistently.

    Skill
    English source

  • Measurement Feasibility and Burden

    Calculate collection workload and compare practical simplification options.

    Skill
    English source

  • M&E Plan Draft and Coherence

    Build a practical plan and check that definitions, responsibilities and use agree.

    Skill
    English source

  • Progress Evidence and Comparisons

    Reconcile reported results and identify which comparisons the evidence supports.

    Skill
    English source

  • Findings to Actions

    Turn supported findings into a traceable proposed management response.

    Skill
    English source

  • Results Chain Alignment

    Compare a theory of change, logframe and indicators for gaps and conflicts, keeping source versions visible.

    Skill
    English source

  • Sampling Plan Draft

    Draft a sampling plan with visible calculations, or check the sizing and selection of an existing one.

    Skill
    English source

  • Data Quality Assessment Plan

    Plan a risk-based data quality assessment with proposed checks, owners and timing.

    Skill
    English source

  • Baseline Planning

    Plan baseline measurement for every indicator, or check a baseline against the framework, without inventing starting values.

    Skill
    English source

  • Logframe Review

    Check results logic, indicators, assumptions and means of verification.

    Skill
    English source

  • Theory of Change Review

    Examine the results chain, causal assumptions and evidence behind it.

    Skill
    English source

  • Indicator Quality Review

    Assess definitions, SMART and CREAM qualities, disaggregation and measurability.

    Skill
    English source

  • M&E Plan Review

    Identify gaps and inconsistencies in a measurement and learning plan.

    Skill
    English source

  • Proposal M&E Review

    Review the approach, evaluation arrangements, resources and staffing in a proposal.

    Skill
    English source

  • Evaluation TOR Review

    Review commissioning scope, methodological feasibility, ethics and deliverables.

    Skill
    English source

  • Survey Review

    Check questionnaire quality, structure and data collection feasibility.

    Skill
    English source

  • Sampling Plan Review

    Review the sampling approach, assumptions, frame and calculations.

    Skill
    English source

  • Baseline Report Review

    Review baseline evidence, indicator coverage and the basis for later comparison.

    Skill
    English source

  • Progress Report Review

    Check reported numbers, explanations and evidence-linked conclusions.

    Skill
    English source

  • Data Quality Review

    Review data quality evidence, verification and proposed improvement actions.

    Skill
    English source

  • Evaluation Report Review

    Review design, evidence, findings, conclusions and recommendations.

    Skill
    English source

  • Evaluation Planning

    Move from evaluation decisions to questions, methods and a revised TOR.

    Workflow
    English source

  • Feasible Measurement

    Move from indicator review to reference sheets and a feasible M&E plan.

    Workflow
    English source

  • Reporting to Action

    Move from checked results to a revised report and proposed actions.

    Workflow
    English source

  • Getting Started

    Choose a task, copy one complete stage to your assistant, check the output, and resume from retained artifacts. Claude packages are optional.

    Guide
    English source

  • A Worked Project

    One fictional program taken through evaluation questions, a feasible measurement plan and a report with proposed actions.

    Guide
    English source

  • Usage and Credit

    How to credit M&E Studio when you share or adapt these guides and worked files, and how the plugin license differs from the guides.

    Guide
    English source

  • Worked Project: Fictional Input

    The fictional source pack for the worked project: a garden course, its attendance register and its feedback form, used by all three jobs.

    Guide
    English source

  • Worked Project: Illustrative Outputs

    Full hand-written example outputs for the worked project, from questions and matrix to the evidence report. They were not produced by a skill run.

    Guide
    English source

  • Handover Template

    A short template to fill in when you pause a skill or workflow, so you can resume in a new session from the actual artifacts and decisions so far.

    Guide
    English source

  • Evaluation matrix guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Evaluation matrix worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Indicator reference sheet guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Indicator reference sheet worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Indicator guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · xlsx

  • Indicator worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Theory of change guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Theory of change worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Mel plans guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Mel plans worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Key informant interviews guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Key informant interviews worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Observation methods guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Observation methods worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Progress report guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Progress report worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Inception report guided template

    Existing guided template. Adapt it to the actual task and requirements.

    Download
    English source · docx

  • Inception report worked example

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    English source · pdf · Fictional example or template

  • Community Health Worker Logic Model: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Community Health Worker Logic Model: Excel workbook

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · xlsx · Fictional example or template

  • Foundational Literacy and Numeracy Logic Model: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Foundational Literacy and Numeracy Logic Model: Excel workbook

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · xlsx · Fictional example or template

  • Climate-Smart Agriculture Logic Model: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Climate-Smart Agriculture Logic Model: Excel workbook

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · xlsx · Fictional example or template

  • Household Health Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Household Food Access Short Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • School Attendance Short Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • School Enrollment and Attendance Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Food Consumption Score Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • WASH Household Survey: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Program Staff KII Guide: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Community Leader KII Guide: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Indicator Reference Sheet: Guided Word template

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • Indicator Reference Sheet: Worked example PDF

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · pdf · Fictional example or template

  • Indicator Tracking Table: Guided Excel template

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · xlsx · Fictional example or template

  • Indicator Tracking Table: Worked example PDF

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · pdf · Fictional example or template

  • MEL Plan Guided Template: Guided Word template

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template

  • MEL Plan Guided Template: Worked example PDF

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · pdf · Fictional example or template

  • WASH Water Access MEL Plan: Editable Word

    Fictional worked material. Adapt its structure; do not treat example figures as program evidence.

    Download
    Check source language · docx · Fictional example or template