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
- A thirteen-section annotated inception report, from changes since the bid to the outline of the final report
- An evaluation matrix guide, column by column, with weak and stronger entries
- A sample-size method for comparing two proportions, with every step shown and a lookup table
- An evidence-strength scale: strong, moderate and limited, with the wording to use in the report
- A ten-question checklist the client can use to approve the report
- A worked example from the maternal and newborn health case: matrix, sample, risks and report headlines
Sample
The real file, watermarked. What you receive after payment is clean and fully editable.
4. Evaluation matrix
6. Sampling and sample size
12. Limitations
13. Outline of the final report
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- Fill the short form with your email and the UPI reference.
- We confirm payment and email your clean, editable file: within 24 hours.
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Get the whole Evaluation Essentials Kit
This file is also in the Evaluation Essentials Kit, which holds all 30 ImpactMojo products for ₹2,499.
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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