Readiness Gate methodology

Stronger project submissions before formal review

The Readiness Gate turns a country's existing forms, guidance, and assessment criteria into a guided digital preparation workspace. Project proponents receive structured, field-level feedback before submission, while the central PIM agency retains control over the standards and final review process.

Country-configurableAI-assistedHuman-governed
Why it exists

Guidance before review, not only after submission

Project proponents often complete forms without a clear view of the evidence, level of detail, or assessment standard expected. Reviewers then spend scarce expert time identifying avoidable gaps and requesting revisions.

Without the gate

Requirements may be interpreted differently across institutions. Submissions arrive incomplete or weakly evidenced, and formal review begins with repeated clarification cycles.

With the gate

Expectations are visible while the form is being prepared. Users can identify gaps, improve responses, and reach formal review with a stronger and more consistent submission.

How it fits

A shared preparation environment for two connected user groups

The Readiness Gate sits upstream of formal review. Proponents prepare and improve submissions in the web application, while the central PIM agency defines and calibrates the standards used by the tool.

High-level Readiness Gate workflow between project proponents, the AI-powered workspace, and the central PIM agency

The readiness result supports preparation. It does not approve the project or replace independent review by the responsible institution.

Roles and responsibilities

Who does what

Project preparation

Project proponents

Line ministries, sub-national governments, state-owned enterprises, and other project sponsors prepare structured submissions with guidance available before formal review.

  • Complete country forms and templates
  • Review field guidance and assessment criteria
  • Evaluate, revise, and strengthen responses
  • Generate a report or submit through existing channels
Standards and governance

Central PIM agency

The responsible agency defines what a strong submission looks like and retains control over the standards, calibration process, and final review decision.

  • Configure templates, guidance, and criteria
  • Provide policy and methodological context
  • Test feedback against reference examples
  • Approve the configuration for use
Agency configuration

What the central PIM agency configures

The tool begins with institutional rules rather than a generic AI judgement. These inputs establish the standard the AI is expected to follow.

01

Country form or template

The structured form proponents complete. A country can use an existing concept note, screening form, feasibility template, or the global template as a starting point.

SectionsFieldsCountry terminology
02

Assessment criteria

Explicit standards defining what a sufficient, incomplete, weak, or unclear response looks like for each field.

Per-field criteriaExpected evidenceReadiness threshold
03

Field guidance

Practical instructions that explain what information is expected before a response is submitted for evaluation.

Question intentRequired detailCommon omissions
04

Policy and methodology context

The rules and supporting material used to interpret a response in the relevant institutional context.

PIM policyMethodologiesSector guidance
05

Reference examples

Previously assessed strong, weak, and unclear responses that allow the agency to test whether the AI applies its standards consistently.

Expected verdictReviewer explanationCalibration set

Because the configuration is separate from the application workflow, forms and guidance can be updated as policy changes without redesigning the entire system.

Project preparation loop

How proponents use the Readiness Gate

The application gives users a structured path from an initial draft to a stronger submission ready for formal review.

  1. 01

    Select a template

    The proposer starts a project using the relevant country form or the global Concept Note template.

  2. 02

    Complete the structured form

    The submission is organised into clear sections and fields so the user can work through requirements systematically.

  3. 03

    Review guidance and criteria

    Before answering, the proposer can see what information is expected and how the response will be assessed.

  4. 04

    Evaluate a response

    The answer is assessed against the relevant template, guidance, criteria, and supporting policy or methodology context.

  5. 05

    Strengthen and resubmit

    The proposer reviews the readiness result, improves the response, and re-runs the evaluation where needed.

  6. 06

    Generate a report or submit

    The completed workspace can produce a structured report for an existing PIMIS, formal review channel, or other government process.

Readiness signals

What each field result means

Evaluation happens at field level so gaps are easy to locate and improve. Every result includes an explanation and practical next steps.

Pass

Meets the configured readiness criteria

The response contains the information and evidence expected for this field. A Pass is a preparation signal, not project approval.

Not Clear

The available information is ambiguous

The response may contain relevant material, but it is not yet clear enough to determine whether all criteria are satisfied.

Fail

Does not yet meet one or more criteria

Required information is missing, insufficiently supported, or inconsistent. The feedback identifies what should be strengthened.

Calibration and governance

How the agency tests and approves the feedback

Calibration gives the central PIM agency control over how the Readiness Gate applies its standards. The agency defines the country form, assessment criteria, guidance, supporting context, and reference examples that represent strong, weak, and unclear responses. The AI is then tested against examples that have already been assessed by experienced reviewers.

Calibration cycle showing agency inputs, AI testing, result comparison, review of differences, adjustment, and approval for use

The tool compares the AI's decisions and explanations with the agency's expected assessments. Where they differ, the agency can review whether the criteria need to be clearer, the guidance or reference examples should be revised, the configuration should be adjusted, or a different AI model should be tested. This cycle is repeated until the feedback is sufficiently aligned with reviewer expectations and approved for use with project proponents.

Calibration does not transfer decision-making authority to the AI. The central PIM agency remains responsible for defining the standards, approving the configuration, and carrying out final project review. The process can also be repeated whenever forms, policies, guidance, or the selected AI model change.

Operating principles

What the Readiness Gate is built on

Human oversight

The Readiness Gate supports early preparation. It does not replace formal review, appraisal, or approval by responsible officials.

Country-owned standards

Feedback is grounded in the country's own forms, criteria, guidance, terminology, and policy context.

Model agnostic

Different AI models can be tested and selected according to quality, cost, deployment, data governance, and trust requirements.

Explainable feedback

Every readiness result includes reasoning and practical suggestions, rather than an unexplained score.

Intended outcome

Better preparation, more valuable review

The goal is not to automate project approval. It is to improve the quality, speed, and consistency of what reaches human reviewers.

  • Clearer expectations for project proponents
  • Fewer avoidable clarification cycles
  • More complete and better-structured submissions
  • Reviewer time focused on judgement rather than basic screening