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Annex 06 — MEL Checklists & Scorecards

06.1 Purpose​

This annex provides standardized MEL (Monitoring, Evaluation & Learning) checklists and scorecard templates for quarterly and annual performance cycles.

06.2 Quarterly MEL Checklist (Labs)​

Execution Evidence​

  • Pre-Discovery complete
  • Discovery evidence validated
  • Validation experiments logged
  • Prototyping artifacts stored
  • Efficiency & Scaling evidence updated
  • Continuous Improvement reflections completed

Documentation​

  • Evidence repository updated
  • Decision records consistent
  • Risk logs updated
  • Governance escalations documented

Performance​

  • KPI data submitted
  • Collaboration metrics recorded
  • User feedback incorporated

06.3 Quarterly MEL Checklist (Hubs)​

Portfolio​

  • Lab KPI submissions normalized
  • Cross-lab synthesis completed
  • Capability gaps identified
  • Domain patterns analyzed

Governance​

  • Tier-1 escalation reviews complete
  • Documentation quality checks
  • Maturity progression analysis (IMM)

06.4 Quarterly MEL Checklist (NCU)​

  • System-wide MEL consolidation
  • Benchmarking preparation
  • Governance health review
  • Documentation audit
  • Transparency requirements updated

06.5 Annual Scorecard Template​

Domains (Weighted)​

  1. Strategic Alignment (15%)
  2. Capability & Maturity (20%)
  3. Execution Quality (30%)
  4. Governance Compliance (15%)
  5. Performance & Learning (20%)

Example Scorecard Fields​

KPIEvidence RequiredScore (0–5)WeightWeighted Score
L1 — IMM-P® Completion RateStage artifacts40.301.20
L2 — Evidence Quality IndexRepository audit50.201.00
L3 — Governance ComplianceDecision logs30.150.45

Final Scorecard Index (FSI): Sum of weighted scores.

06.6 Licensing​

Released under CC BY-NC-ND 4.0.