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Inception Report & Evaluation Matrix Template

Turn a bid into a plan before any data is collected. An annotated inception report, an evaluation matrix guide, a sample-size method you can reproduce, a sign-off checklist for the client and a worked example.

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Editable DOCX file · delivered to your inbox within 24 hours of payment.

What the inception report settles

The inception report is where an evaluation is won or lost quietly. It confirms the questions, shows how each will be answered, and gives the client a chance to correct a misunderstanding while the correction costs a conversation. After fieldwork the same correction costs a second round of surveys.

This pack walks you through thirteen sections, from the changes since your bid to an outline of the final report written as headlines to test. The evaluation matrix has its own guide, with a weak entry and a stronger entry for every column. The sample-size section shows the arithmetic in steps, with a lookup table, so the client can check every number.

It follows the Statement of Work & Change Request Template and works with the Survey Instrument Template, the FGD Facilitator's Guide and the Data Management & Consent Pack, which hold the tools it refers to.

What's inside

Sample

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ImpactMojo
Inception Report & Evaluation Matrix Template

4. Evaluation matrix

➤ question, criterion, indicator, source, method, analysis

6. Sampling and sample size

➤ every assumption stated and sourced

12. Limitations

➤ tell the client now what the evaluation cannot say

13. Outline of the final report

➤ headlines to test, not conclusions

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  1. Pay ₹199 by UPI (scan the QR or use impactmojo@ibl), or order on WhatsApp.
  2. Fill the short form with your email and the UPI reference.
  3. We confirm payment and email your clean, editable file: within 24 hours.

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Part of the kit

Get the whole Evaluation Essentials Kit

This file is also in the Evaluation Essentials Kit, which holds all 30 ImpactMojo products for ₹2,499.

See the kit →

FAQ

What format is it?

An editable DOCX file that opens in Microsoft Office, Google, LibreOffice and Pages.

Does it help with sample size?

Yes. Part C gives a step-by-step method for comparing two proportions, with a lookup table, and Part D works one example from start to finish. It gives a planning figure. Take the final design to a statistician.

Which designs does it suit?

Mixed-methods and outcome evaluations of programmes, with or without a comparison group. The worked example combines difference-in-differences on monitoring data with a household survey.

How fast is delivery?

Within 24 hours of confirming payment, usually much sooner.

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