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{
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"criteria": [
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{
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"name": "Goal Clarity",
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"description": "Learning objectives, timeline, and success criteria are specific and measurable",
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"levels": {
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"5": "Crystal clear goals with quantifiable success criteria, realistic timeline with buffer, daily time commitment specified and sustainable, current and target level defined",
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"4": "Clear goals with mostly quantifiable criteria, reasonable timeline, daily time specified, minor gaps in clarity",
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"3": "Goals stated but somewhat vague, timeline exists but may be unrealistic, daily time mentioned but questionable sustainability",
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"2": "Vague goals, unclear timeline, daily time not specified or clearly unsustainable",
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"1": "No clear goals, no timeline, no time commitment specified"
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}
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},
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{
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"name": "Material Breakdown",
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"description": "Content chunked into learnable units with realistic hour estimates and priorities",
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"levels": {
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"5": "All material broken into appropriate chunks (30-90 min each), hour estimates include 1.5x buffer, priorities assigned (High/Med/Low), prerequisites identified",
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"4": "Good chunking with minor sizing issues, hour estimates mostly realistic, priorities mostly assigned, some prerequisites noted",
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"3": "Material broken down but chunk sizes inconsistent, estimates present but no buffer, priorities partially assigned",
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"2": "Poor chunking (too large or too granular), unrealistic estimates, no priorities, missing major material",
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"1": "No meaningful breakdown, no estimates, no structure"
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}
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},
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{
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"name": "Spaced Repetition",
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"description": "Review schedule uses evidence-based spacing intervals (not cramming)",
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"levels": {
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"5": "Clear spaced repetition schedule with intervals at 1-3-7-14-30 days, review cycles documented with specific dates/methods, interleaving included, covers full timeline",
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"4": "Spaced repetition used with mostly appropriate intervals, review cycles planned, some interleaving, minor gaps in timeline coverage",
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"3": "Some spacing in reviews but intervals not optimal, review cycles exist but poorly defined, little interleaving, gaps in coverage",
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"2": "Minimal spacing, still mostly massed practice, reviews poorly planned, no interleaving",
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"1": "Pure cramming/massed practice, no spacing, no review plan"
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}
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},
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{
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"name": "Retrieval Practice",
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"description": "Active recall methods prioritized over passive review",
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"levels": {
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"5": "Specific retrieval methods for each material type (flashcards, practice problems, self-quizzing, mock tests), tools identified, frequency specified, no passive techniques",
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"4": "Retrieval methods specified for most material types, tools mostly identified, frequencies noted, minimal passive techniques",
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"3": "Some retrieval methods noted but not comprehensive, tools vaguely mentioned, frequencies unclear, mix of active and passive",
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"2": "Mostly passive techniques (re-reading, highlighting), minimal retrieval practice, tools not specified",
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"1": "All passive techniques, no active recall, no testing"
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}
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},
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{
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"name": "Schedule Realism",
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"description": "Time estimates and daily commitments are achievable and sustainable",
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"levels": {
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"5": "Total hours calculated with formulas, 1.5x buffer included, consistency factor (0.7) applied, daily time is sustainable (15min-4hr range), contingency plans for falling behind",
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"4": "Hours estimated with some buffer, consistency considered, daily time mostly sustainable, some contingency planning",
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"3": "Hours estimated but minimal buffer, consistency not explicitly considered, daily time on edge of sustainable, weak contingency plans",
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"2": "Unrealistic time estimates, no buffer, heroic daily commitments, no contingency plans",
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"1": "No realistic planning, assumes perfect conditions, unsustainable commitments"
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}
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},
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{
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"name": "Progress Tracking",
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"description": "System in place to measure retention and adjust schedule based on performance",
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"levels": {
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"5": "Clear tracking method (tool specified), retention metrics defined (target ≥70%), adjustment rules documented (what to do if <60% or >90%), study log template provided",
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"4": "Tracking method specified, retention target noted, some adjustment guidance, log format exists",
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"3": "Tracking mentioned but method vague, retention target unclear, minimal adjustment guidance",
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"2": "Tracking is hours-only (not retention), no adjustment rules, no clear system",
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"1": "No tracking system, no measurement of retention or progress"
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}
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},
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{
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"name": "Evidence-Based Techniques",
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"description": "Plan incorporates cognitive science principles (spacing, testing, interleaving, elaboration)",
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"levels": {
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"5": "Uses all 4 key techniques: spaced repetition with proper intervals, retrieval practice prioritized, interleaving across topics, elaboration/connection to prior knowledge",
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"4": "Uses 3/4 key techniques consistently, one is weak or missing",
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"3": "Uses 2/4 techniques, others missing or poorly implemented",
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"2": "Uses 1/4 technique only, mostly ignores learning science",
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"1": "Ignores all evidence-based techniques, uses counterproductive methods"
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}
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},
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{
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"name": "Actionability",
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"description": "Plan is immediately executable with clear next steps",
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"levels": {
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"5": "Can start tomorrow with clear first task, review schedule has specific dates, tools/resources identified and accessible, success criteria observable, weekly milestones defined",
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"4": "Can start soon with minor clarifications needed, schedule mostly specific, resources mostly identified, criteria mostly observable",
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"3": "Requires some preparation to start, schedule has dates but gaps, some resources missing, criteria somewhat vague",
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"2": "Unclear how to start, schedule lacks specificity, resources not identified, criteria not measurable",
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"1": "Cannot execute, no concrete steps, no schedule, no resources, no measurable outcomes"
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}
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}
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],
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"scale": 5,
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"passing_threshold": 3.5,
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"scoring_guidance": {
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"overall_minimum": "Average score must be ≥ 3.5 across all criteria",
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"critical_criteria": [
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"Spaced Repetition",
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"Retrieval Practice",
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"Schedule Realism"
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],
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"critical_threshold": "Critical criteria must each be ≥ 3.0 (even if average is ≥ 3.5)",
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"improvement_priority": "If below threshold, prioritize: Spaced Repetition → Retrieval Practice → Schedule Realism → others"
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},
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"common_failure_modes": [
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"Cramming plan (massed practice) instead of spaced repetition",
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"Passive techniques (highlighting, re-reading) instead of retrieval practice",
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"Heroic time commitments (4+ hours daily for months) without realistic buffer",
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"No tracking system or only tracking hours (not retention)",
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"Blocking by topic (all unit 1, then all unit 2) instead of interleaving",
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"Vague goals without measurable success criteria",
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"No material breakdown or unrealistic chunk sizes",
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"Review schedule doesn't cover full timeline (runs out of time)",
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"No contingency plans for falling behind or burnout",
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"Tools not specified (just 'use flashcards' without naming Anki, etc)"
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],
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"excellence_indicators": [
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"Spaced repetition intervals match evidence (1-3-7-14-30 days)",
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"Retrieval practice methods specific to each material type",
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"Total hours calculated with formulas and 1.5x buffer",
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"Consistency factor (0.7) applied to daily schedule",
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"Retention metrics tracked with adjustment rules (if <60%, shorten intervals)",
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"Interleaving built into review schedule",
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"Mock tests scheduled at 30%, 60%, 90% completion",
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"Contingency plans for falling behind, low retention, and burnout",
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"Tools explicitly named (Anki, spreadsheet, bullet journal)",
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"Success criteria are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)"
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],
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"guidance_by_timeline": {
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"short_term_1-4_weeks": {
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"focus": "Intensive daily practice with frequent short reviews",
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"target_scores": {
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"SpacedRepetition": "≥4 (use 1-2-4-8 day intervals for short timeline)",
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"RetrievalPractice": "≥4 (multiple daily retrieval sessions)",
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"ScheduleRealism": "≥3 (can be intensive for short period)"
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},
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"common_issues": "Not enough time for proper spacing (can't fit 5 review cycles), need compressed schedule"
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},
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"medium_term_1-6_months": {
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"focus": "Balanced new learning and reviews, sustainable daily practice",
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"target_scores": {
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"SpacedRepetition": "≥4 (full 1-3-7-14-30 day cycle)",
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"RetrievalPractice": "≥4 (variety of methods)",
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"ScheduleRealism": "≥4 (must be sustainable for months)"
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},
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"common_issues": "Review load peaks around weeks 4-8, can feel overwhelming if not planned"
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},
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"long_term_6+_months": {
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"focus": "Maintenance and prevention of forgetting, gradual skill building",
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"target_scores": {
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"SpacedRepetition": "≥4 (may extend to 60-90 day intervals)",
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"RetrievalPractice": "≥4 (varied to prevent boredom)",
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"ScheduleRealism": "≥5 (sustainability is critical, burnout risk)"
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},
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"common_issues": "Motivation decay over long timeline, need progress milestones and rewards"
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}
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},
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"guidance_by_material_type": {
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"factual_memory_vocab_dates_names": {
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"best_methods": "Flashcards (Anki), spaced repetition software, mnemonics",
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"target_scores": {
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"RetrievalPractice": "≥4 (flashcards are ideal for facts)",
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"SpacedRepetition": "≥5 (SRS algorithms handle spacing automatically)"
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},
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"red_flags": "Using lists/highlighting instead of flashcards, no SRS tool"
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},
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"procedural_skills_math_coding_procedures": {
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"best_methods": "Practice problems, worked examples, progressive difficulty",
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"target_scores": {
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"RetrievalPractice": "≥4 (must actually solve problems)",
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"Interleaving": "≥4 (mix problem types, don't block)"
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},
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"red_flags": "Only reading solutions, blocking by problem type, no hands-on practice"
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},
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"conceptual_understanding_theory_models": {
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"best_methods": "Self-explanation, concept mapping, teach-back method",
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"target_scores": {
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"RetrievalPractice": "≥4 (explain from memory)",
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"Elaboration": "≥4 (connect to prior knowledge)"
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},
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"red_flags": "Passive re-reading, no self-testing, can't explain in own words"
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},
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"exam_prep_certification_bar_boards": {
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"best_methods": "Mock exams, mixed practice, timed conditions",
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"target_scores": {
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"RetrievalPractice": "≥5 (mock tests are critical)",
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"SpacedRepetition": "≥4 (review weak areas)",
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"ProgressTracking": "≥5 (must track mock scores)"
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},
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"red_flags": "No mock exams, cramming in final week, not tracking weak areas"
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},
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"language_learning": {
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"best_methods": "Flashcards (vocab), conversation practice, immersion, interleaved grammar/vocab",
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"target_scores": {
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"RetrievalPractice": "≥4 (active production, not just recognition)",
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"SpacedRepetition": "≥5 (vocabulary review is continuous)",
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"Application": "≥4 (must use language, not just study)"
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},
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"red_flags": "Only studying grammar rules, no speaking practice, pure vocabulary without context"
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}
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}
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}
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