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Practical guides for the person who has to defend a report: how to keep every claim linked to its source, get documents ready for AI retrieval, run monitoring and evaluation reporting, and analyse submissions and interviews.

Each guide comes from the way we work on our own projects, with templates you can copy and the sources we checked.

Written by Romanos Boraine, co-founder, with every source cited.

Topics

  • Traceability

    Guides to source registers, evidence tables and quote banks: the tools that keep every claim in a report linked to the document it came from.

    5 guides

  • AI-ready data

    How to prepare documents for AI retrieval, which metadata matters, how to test an AI knowledge base and why AI gives weak answers from messy sources.

    5 guides

  • Reporting and M&E

    Guides for NPOs and funders on M&E reporting: theory of change, SMART indicators, report writing and the findings-to-recommendations matrix.

    5 guides

  • Qualitative evidence

    How to analyse public submissions, build a consultation response matrix, run community-led monitoring and turn interviews into report-ready findings.

    4 guides

Latest guides

  1. AI-ready data

    South Africa's withdrawn AI policy: a lesson in citations

    The dated record of South Africa's withdrawn draft AI policy, and the citation checks that stop invented references reaching a public draft.
  2. AI-ready data

    Which metadata fields matter for AI retrieval

    The metadata fields that let an AI knowledge base filter the right sources and trace every answer to a page or row.
  3. Traceability

    How to build a source-linked evidence table for a report

    The working table between your sources and your draft: one evidence item per row, each linked to its source, claim and finding.
  4. AI-ready data

    How to test an AI knowledge base before your team uses it

    A test plan for AI knowledge bases that checks sources, retrieval, citations and refusals before people rely on the answers.
  5. Traceability

    How to build a source register for an evidence-heavy report

    The control table behind an evidence-heavy report, with fields, source ID rules, quality checks and a copyable template.
  6. Traceability

    How to build a quote bank for qualitative reporting

    A structured table of selected quotes, each linked to its source, theme, claim and review status, so writers quote with confidence.

All guides

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