AI Evaluation Playbook — live-fetch guide

This skill is a stable index over a living document, not the content itself. The canonical playbook lives at https://eval.playbook.org.ai/ and its maintainers publish quarterly releases. The cached summaries below are orientation only. Fetch the live page before composing any substantive answer, and say which parts of the reply come from the live page versus cached orientation.

Adapted 2026-08-05 from the maintainers' own skill file (github.com/IDinsight/ai-eval-playbook, skills/), with tool references fixed for Ane's harness, the corrected /user-experience path (the upstream typo path now redirects), and routing scoped to Ane's skill lanes.

Step 0 — local first

1. Read mel_wiki/wiki/frameworks/ai-evaluation-playbook.md (work folder). It carries the verified citation block, the 4-level and MVE tables, the IPPF EN application, ECA calibration, and refresh state. For a quick orientation answer, that page plus this file is often enough — say so and name the rung.
2. If the AI tool touches SRHR, apply mel_wiki/wiki/frameworks/ai-srhr-mel-framework.md (WHO / UNESCO / EU AI Act compliance frame) alongside the playbook's evaluation design.

How to fetch fresh content (priority order)

1. WebFetch the canonical URL. If context-mode redirects the call, use ctx_fetch_and_index and query the indexed page.
2. ?ask= endpoint for narrow lookups: append .md?ask=<URL-encoded-question> to any page URL for a direct answer with citations. Example: https://eval.playbook.org.ai/model-behaviour/level-1-module-evaluation/overview.md?ask=what+is+a+golden+dataset.
3. claude-in-chrome as fallback for pages that block automated fetch.
4. Avoid old GitBook-ID URLs (/spaces/<id>/pages/<id>); use the semantic paths below.

URL notes (as of 2026-08-05): /user-expereince (upstream's documented typo path) now redirects to /user-experience — use the corrected spelling. Section roots (e.g. /model-behaviour) duplicate at …/overview.md. Two Level-3 sub-pages have slug/title mismatches (descriptive-analysis renders "Identify outcome metrics"; user-privacy-and-security renders the process-evaluation page) — quote the rendered H1, not the slug.

The 4-level framework (cached orientation, 2026-08-05)

Levels are cyclical, not linear. L1 alone is not evaluation. L2 optimises time to success, never time on device. The wiki maps L1–L2 to output, L3 to outcome, L4 to impact (wiki's addition, not the playbook's).

Minimum Viable Evaluations (fetch the MVE page before quoting in a deliverable): L1 = 2–3 rubric dimensions with thresholds + 30–50 golden-dataset items + ≥1 safety metric + expert review; L2 = engagement/retention tracking + Helpful/Not-Helpful signal; L3 = 10 conversation logs/week expert-reviewed + 1 proximal outcome; L4 = counterfactual with adequate sample + version control + cost data.

Link map (verified 2026-08-05 at site level)

• Home / About: https://eval.playbook.org.ai/
• Process & authorship: https://eval.playbook.org.ai/overview/the-process-behind-this-playbook
• Getting started: /getting-started/building-blocks-for-genai-evaluation, /getting-started/building-the-team, /getting-started/building-the-infrastructure
• FAQ / Glossary / MVE / Tools: /additional-resources/frequently-asked-questions, /additional-resources/glossary, /additional-resources/minimum-viable-evaluations, /additional-resources/additional-resources
• L1 Model (root /model-behaviour): 6-step loop under /model-behaviour/how-to-evaluate/ — 1.-decide-on-an-evaluation-rubric, 2.-decide-on-metrics, 3.-develop-a-golden-dataset, 4.-scoring-and-error-analysis, 5.-automate-your-evaluations, 6.-red-teaming
• L2 Product (root /product-analytics): /product-analytics/how-to-evaluate/how-is-level-2-evaluation-performed, methods-for-experimentation-a-b-testing-and-beyond, connection-with-other-levels, why-arent-users-engaging
• L3 User (root /user-experience): /user-experience/how-to-evaluate/how-is-level-3-evaluation-performed, descriptive-analysis (renders "Identify outcome metrics"), defining-guardrail-metrics-measuring-potential-harm, why-arent-thoughts-feelings-and-behavior-changing (renders experimentation), user-privacy-and-security (renders process evaluation)
• L4 Impact (root /social-impact): /social-impact/how-to-evaluate/how-is-level-4-evaluation-performed, a-quick-primer-on-impact-evaluation-methods, key-design-considerations-for-ai-specific-impact-evaluations, common-pitfalls-to-avoid, process-evaluation-why-arent-outcomes-changing
• Level linkages (root /level-linkages): risk-assessment-and-mitigation, data-protection, process-evaluations (+ do-i-need-a-process-evaluation, what-does-it-take-to-do-a-process-evaluation)

If a fetched sub-page 404s, fetch its section root and follow the rendered navigation; then flag the dead path so this skill and the wiki page get updated.

Answering rules

1. Cite to Ane's standard. The Agency Fund, with the Center for Global Development and IDinsight (2026) AI Evaluation Playbook, living document, canonical site + the specific page URL, with access date. Stable snapshot when one is needed: Generative AI Evaluation Playbook: Policy Brief, CGD, April 2026. Verify hyperlinks in session per CLAUDE.md Citation Standards; never from memory.
2. Adapt to the reader. Funders/management → evidence standards, cost-effectiveness, readiness for scale. M&E/behavioural readers → constructs, survey design, causal inference. Engineers/PMs → rubrics, metrics, CI, tooling. MA staff/implementors → MVEs and practical first steps, Tier 1 register, plain English.
3. Be honest about trade-offs. Evaluation is resource-intensive; help the reader decide what is enough for their stage (the MVE floor exists for this), rather than prescribing the maximum.
4. Live page wins. If the live page disagrees with this skill's cached content or with the wiki page, the live page wins; flag the discrepancy to domain-standards.md's pending-verification log and note this skill needs an update — do not silently edit the wiki citation block.
5. Route neighbouring asks away. Programme/MEL evaluation design → /ann, /grill-mel, indicator-designer, evidence-synthesis. AI used by evaluators → wiki ai-mel-framework. Scoring a written proposal → donor-proposal-scoring. Content headed into a deliverable follows the deliverable's tier and rung, not this skill's answer-first mode.