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AI feature eval plan template

How you will measure an AI feature before and after launch: the task, a quality rubric, the eval dataset, metrics, baseline vs target, human review, regression gates and a cost and latency budget

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Use it when

You are building or changing an LLM feature and need agreed quality criteria, a dataset and pass or fail gates before prompts or models change

Who it's for

EngineerTech leadProduct managerResearcher

Part of a kit

Shipping AI features, step 2 of 4. Prompt spec, eval plan, agent instructions and the experiment that proves it works.

Filled example

The template filled in for a made-up company, so you can see what good looks like.

Eval plan: Ticket summary for support agents

Author: Rosa Lindqvist · Date: 2026-09-18 · Feature: Helpdesk ticket summaries · Prompt spec: ticket-summary v3

Fernhill Helpdesk will show a three-line summary at the top of every support ticket longer than 10 messages. Good means an agent can act without scrolling, and the summary never states something the customer did not say. This plan gates the move from Model A to the cheaper Model B.

The task

  • Input: the full ticket thread (customer and agent messages, internal notes excluded), up to 40k tokens.
  • Output: three bullets: the customer's problem, what has been tried, and the open ask.
  • Consumer: a support agent, reading in the ticket sidebar.

Quality criteria

Criterion Pass looks like Fail looks like Weight
Correctness Problem and ask match the thread Wrong product or wrong ask 40%
Grounding Every claim traceable to a message Invented order numbers or promises 30%
Format Exactly three bullets, under 60 words Paragraphs or extra bullets 15%
Tone and safety Neutral, no customer PII beyond first name Repeats card or address details 15%

Eval dataset

Slice Source Cases Why it matters
Typical Random closed tickets, Q2 120 The bulk of traffic
Long or messy input Tickets over 30 messages 40 Where summaries get lost
Edge cases Multi-language, forwarded email chains 30 Known weak spots
Adversarial Customer text containing instructions 20 Prompt injection

Dataset location and version: evals/ticket-summary/v4 (210 cases, PII scrubbed).

Metrics

Rubric pass rate
91%
▼ -2%
Hallucination rate
1.9%
▼ -0.5%
p95 latency
2.1s
▼ -38%
Cost per 1k requests
$1.40
▼ -61%

Baseline vs target

Metric Baseline (Model A) Target Current (Model B)
Rubric pass rate 93% at least 90% 91%
Hallucination rate 2.4% at most 2% 1.9%
p95 latency 3.4s under 2.5s 2.1s
Cost per 1k requests $3.60 under $2.00 $1.40
Pass rate by slice
Pass rate by slice020406080100TypicalLong inputEdge casesAdversarialTypical · baseline: 95Typical · current: 94Long input · baseline: 90Long input · current: 86Edge cases · baseline: 87Edge cases · current: 88Adversarial · baseline: 95Adversarial · current: 95
  • baseline
  • current
View data
slicebaselinecurrent
Typical9594
Long input9086
Edge cases8788
Adversarial9595

Human review protocol

  • Reviewers: two senior support agents, blind to which model produced each summary.
  • Sample: 50 random cases plus every case the grader scored between 0.4 and 0.6.
  • Calibration: human and model grader agree on 89% of cases; re-checked whenever the grader model changes.

Regression gates

Mermaid diagram (drawn as a picture in reph)
flowchart LR
  A[Prompt or model change] --> B[Run eval suite]
  B --> C{Gates pass?}
  C -- yes --> D[Human spot check]
  D --> E[Ship behind flag]
  C -- no --> F[Fix or revert]
  F --> B

Cost and latency budget

Budget Limit Current Notes
p95 latency 2.5s 2.1s Measured at peak hour
Cost per request $0.002 $0.0014
Monthly spend at forecast volume $900 $620 440k tickets per month

Open questions

The template

Show the blank template

AI feature eval plan

Author: [your name] · Date: [date] · Feature: [link] · Prompt spec: [link]

One paragraph: what the feature does, what "good" means for its users, and the decision this eval plan supports (launch, model swap, prompt change).

The task

Inputs the model receives, the output it must produce, and who consumes it. One concrete input and ideal output beats a paragraph of description.

  • Input:
  • Output:
  • Consumer: a person, another system, or both

Quality criteria

The rubric graders (human or model) score against. Each criterion is checkable and has a clear fail case.

Criterion Pass looks like Fail looks like Weight
Correctness
Grounding Every claim traceable to the input Invented facts
Format Matches the output contract
Tone and safety

Eval dataset

Where cases come from, how many, and the slices that matter. Real inputs beat synthetic ones; strip personal data.

Slice Source Cases Why it matters
Typical 0
Long or messy input 0
Edge cases 0
Adversarial 0

Dataset location and version:

Metrics

Few, defined, and tied to the rubric. Update after each eval run.

Rubric pass rate
0%
▲ +0%
Hallucination rate
0%
▲ 0%
p95 latency
0s
Cost per 1k requests
$0

Baseline vs target

Baseline is today's system (or a simple non-AI fallback). Targets are the bar for shipping.

Metric Baseline Target Current
Rubric pass rate
Hallucination rate
p95 latency
Cost per 1k requests
Pass rate by slice
Pass rate by slice00.20.40.60.81TypicalLong inputEdge casesAdversarialTypical · baseline: 0Typical · current: 0Long input · baseline: 0Long input · current: 0Edge cases · baseline: 0Edge cases · current: 0Adversarial · baseline: 0Adversarial · current: 0
  • baseline
  • current
View data
slicebaselinecurrent
Typical00
Long input00
Edge cases00
Adversarial00

Human review protocol

Who reviews, how many cases, blind or not, and how disagreements are resolved.

  • Reviewers:
  • Sample: e.g. 50 random cases plus every case the grader marks borderline
  • Calibration: agreement between human and model grader, re-checked when the grader changes

Regression gates

Checks that must pass before any prompt, model, retrieval or parameter change ships.

Mermaid diagram (drawn as a picture in reph)
flowchart LR
  A[Prompt or model change] --> B[Run eval suite]
  B --> C{Gates pass?}
  C -- yes --> D[Human spot check]
  D --> E[Ship behind flag]
  C -- no --> F[Fix or revert]
  F --> B

Cost and latency budget

Budget Limit Current Notes
p95 latency
Cost per request
Monthly spend at forecast volume

Open questions

Questions

How big does the eval set need to be?
Start with 50 to 200 hand-checked cases covering every slice; grow it with every production failure you find rather than chasing size up front
Can an LLM grade the outputs?
Yes for scale, but calibrate the grader against human scores on a sample first and re-check that agreement whenever the grader model changes
When do the regression gates run?
On every prompt, model, retrieval or parameter change, before it ships, the same way unit tests run on code

Fill it with your agent

Connect Claude to reph over MCP, then paste this. The draft arrives as suggestions you accept or reject section by section. How to connect Claude.

Find my reph doc "AI feature eval plan" with search_docs, then read it with read_doc. Draft the task definition and rubric from the linked prompt spec and PRD, propose dataset slices from real user inputs and support tickets (no personal data), and fill baselines from the latest eval run results. File it with suggest_edit, one replace_section op per section (heading line kept) so each can be accepted alone. Ask each open question (targets and gate thresholds you guessed) with add_comment quoting that section's heading line, then call request_review with a one-line summary.

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