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Zhongwei Li
2025-11-30 08:38:26 +08:00
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{
"criteria": [
{
"name": "Goal Clarity",
"description": "Learning objectives, timeline, and success criteria are specific and measurable",
"levels": {
"5": "Crystal clear goals with quantifiable success criteria, realistic timeline with buffer, daily time commitment specified and sustainable, current and target level defined",
"4": "Clear goals with mostly quantifiable criteria, reasonable timeline, daily time specified, minor gaps in clarity",
"3": "Goals stated but somewhat vague, timeline exists but may be unrealistic, daily time mentioned but questionable sustainability",
"2": "Vague goals, unclear timeline, daily time not specified or clearly unsustainable",
"1": "No clear goals, no timeline, no time commitment specified"
}
},
{
"name": "Material Breakdown",
"description": "Content chunked into learnable units with realistic hour estimates and priorities",
"levels": {
"5": "All material broken into appropriate chunks (30-90 min each), hour estimates include 1.5x buffer, priorities assigned (High/Med/Low), prerequisites identified",
"4": "Good chunking with minor sizing issues, hour estimates mostly realistic, priorities mostly assigned, some prerequisites noted",
"3": "Material broken down but chunk sizes inconsistent, estimates present but no buffer, priorities partially assigned",
"2": "Poor chunking (too large or too granular), unrealistic estimates, no priorities, missing major material",
"1": "No meaningful breakdown, no estimates, no structure"
}
},
{
"name": "Spaced Repetition",
"description": "Review schedule uses evidence-based spacing intervals (not cramming)",
"levels": {
"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",
"4": "Spaced repetition used with mostly appropriate intervals, review cycles planned, some interleaving, minor gaps in timeline coverage",
"3": "Some spacing in reviews but intervals not optimal, review cycles exist but poorly defined, little interleaving, gaps in coverage",
"2": "Minimal spacing, still mostly massed practice, reviews poorly planned, no interleaving",
"1": "Pure cramming/massed practice, no spacing, no review plan"
}
},
{
"name": "Retrieval Practice",
"description": "Active recall methods prioritized over passive review",
"levels": {
"5": "Specific retrieval methods for each material type (flashcards, practice problems, self-quizzing, mock tests), tools identified, frequency specified, no passive techniques",
"4": "Retrieval methods specified for most material types, tools mostly identified, frequencies noted, minimal passive techniques",
"3": "Some retrieval methods noted but not comprehensive, tools vaguely mentioned, frequencies unclear, mix of active and passive",
"2": "Mostly passive techniques (re-reading, highlighting), minimal retrieval practice, tools not specified",
"1": "All passive techniques, no active recall, no testing"
}
},
{
"name": "Schedule Realism",
"description": "Time estimates and daily commitments are achievable and sustainable",
"levels": {
"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",
"4": "Hours estimated with some buffer, consistency considered, daily time mostly sustainable, some contingency planning",
"3": "Hours estimated but minimal buffer, consistency not explicitly considered, daily time on edge of sustainable, weak contingency plans",
"2": "Unrealistic time estimates, no buffer, heroic daily commitments, no contingency plans",
"1": "No realistic planning, assumes perfect conditions, unsustainable commitments"
}
},
{
"name": "Progress Tracking",
"description": "System in place to measure retention and adjust schedule based on performance",
"levels": {
"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",
"4": "Tracking method specified, retention target noted, some adjustment guidance, log format exists",
"3": "Tracking mentioned but method vague, retention target unclear, minimal adjustment guidance",
"2": "Tracking is hours-only (not retention), no adjustment rules, no clear system",
"1": "No tracking system, no measurement of retention or progress"
}
},
{
"name": "Evidence-Based Techniques",
"description": "Plan incorporates cognitive science principles (spacing, testing, interleaving, elaboration)",
"levels": {
"5": "Uses all 4 key techniques: spaced repetition with proper intervals, retrieval practice prioritized, interleaving across topics, elaboration/connection to prior knowledge",
"4": "Uses 3/4 key techniques consistently, one is weak or missing",
"3": "Uses 2/4 techniques, others missing or poorly implemented",
"2": "Uses 1/4 technique only, mostly ignores learning science",
"1": "Ignores all evidence-based techniques, uses counterproductive methods"
}
},
{
"name": "Actionability",
"description": "Plan is immediately executable with clear next steps",
"levels": {
"5": "Can start tomorrow with clear first task, review schedule has specific dates, tools/resources identified and accessible, success criteria observable, weekly milestones defined",
"4": "Can start soon with minor clarifications needed, schedule mostly specific, resources mostly identified, criteria mostly observable",
"3": "Requires some preparation to start, schedule has dates but gaps, some resources missing, criteria somewhat vague",
"2": "Unclear how to start, schedule lacks specificity, resources not identified, criteria not measurable",
"1": "Cannot execute, no concrete steps, no schedule, no resources, no measurable outcomes"
}
}
],
"scale": 5,
"passing_threshold": 3.5,
"scoring_guidance": {
"overall_minimum": "Average score must be ≥ 3.5 across all criteria",
"critical_criteria": [
"Spaced Repetition",
"Retrieval Practice",
"Schedule Realism"
],
"critical_threshold": "Critical criteria must each be ≥ 3.0 (even if average is ≥ 3.5)",
"improvement_priority": "If below threshold, prioritize: Spaced Repetition → Retrieval Practice → Schedule Realism → others"
},
"common_failure_modes": [
"Cramming plan (massed practice) instead of spaced repetition",
"Passive techniques (highlighting, re-reading) instead of retrieval practice",
"Heroic time commitments (4+ hours daily for months) without realistic buffer",
"No tracking system or only tracking hours (not retention)",
"Blocking by topic (all unit 1, then all unit 2) instead of interleaving",
"Vague goals without measurable success criteria",
"No material breakdown or unrealistic chunk sizes",
"Review schedule doesn't cover full timeline (runs out of time)",
"No contingency plans for falling behind or burnout",
"Tools not specified (just 'use flashcards' without naming Anki, etc)"
],
"excellence_indicators": [
"Spaced repetition intervals match evidence (1-3-7-14-30 days)",
"Retrieval practice methods specific to each material type",
"Total hours calculated with formulas and 1.5x buffer",
"Consistency factor (0.7) applied to daily schedule",
"Retention metrics tracked with adjustment rules (if <60%, shorten intervals)",
"Interleaving built into review schedule",
"Mock tests scheduled at 30%, 60%, 90% completion",
"Contingency plans for falling behind, low retention, and burnout",
"Tools explicitly named (Anki, spreadsheet, bullet journal)",
"Success criteria are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)"
],
"guidance_by_timeline": {
"short_term_1-4_weeks": {
"focus": "Intensive daily practice with frequent short reviews",
"target_scores": {
"SpacedRepetition": "≥4 (use 1-2-4-8 day intervals for short timeline)",
"RetrievalPractice": "≥4 (multiple daily retrieval sessions)",
"ScheduleRealism": "≥3 (can be intensive for short period)"
},
"common_issues": "Not enough time for proper spacing (can't fit 5 review cycles), need compressed schedule"
},
"medium_term_1-6_months": {
"focus": "Balanced new learning and reviews, sustainable daily practice",
"target_scores": {
"SpacedRepetition": "≥4 (full 1-3-7-14-30 day cycle)",
"RetrievalPractice": "≥4 (variety of methods)",
"ScheduleRealism": "≥4 (must be sustainable for months)"
},
"common_issues": "Review load peaks around weeks 4-8, can feel overwhelming if not planned"
},
"long_term_6+_months": {
"focus": "Maintenance and prevention of forgetting, gradual skill building",
"target_scores": {
"SpacedRepetition": "≥4 (may extend to 60-90 day intervals)",
"RetrievalPractice": "≥4 (varied to prevent boredom)",
"ScheduleRealism": "≥5 (sustainability is critical, burnout risk)"
},
"common_issues": "Motivation decay over long timeline, need progress milestones and rewards"
}
},
"guidance_by_material_type": {
"factual_memory_vocab_dates_names": {
"best_methods": "Flashcards (Anki), spaced repetition software, mnemonics",
"target_scores": {
"RetrievalPractice": "≥4 (flashcards are ideal for facts)",
"SpacedRepetition": "≥5 (SRS algorithms handle spacing automatically)"
},
"red_flags": "Using lists/highlighting instead of flashcards, no SRS tool"
},
"procedural_skills_math_coding_procedures": {
"best_methods": "Practice problems, worked examples, progressive difficulty",
"target_scores": {
"RetrievalPractice": "≥4 (must actually solve problems)",
"Interleaving": "≥4 (mix problem types, don't block)"
},
"red_flags": "Only reading solutions, blocking by problem type, no hands-on practice"
},
"conceptual_understanding_theory_models": {
"best_methods": "Self-explanation, concept mapping, teach-back method",
"target_scores": {
"RetrievalPractice": "≥4 (explain from memory)",
"Elaboration": "≥4 (connect to prior knowledge)"
},
"red_flags": "Passive re-reading, no self-testing, can't explain in own words"
},
"exam_prep_certification_bar_boards": {
"best_methods": "Mock exams, mixed practice, timed conditions",
"target_scores": {
"RetrievalPractice": "≥5 (mock tests are critical)",
"SpacedRepetition": "≥4 (review weak areas)",
"ProgressTracking": "≥5 (must track mock scores)"
},
"red_flags": "No mock exams, cramming in final week, not tracking weak areas"
},
"language_learning": {
"best_methods": "Flashcards (vocab), conversation practice, immersion, interleaved grammar/vocab",
"target_scores": {
"RetrievalPractice": "≥4 (active production, not just recognition)",
"SpacedRepetition": "≥5 (vocabulary review is continuous)",
"Application": "≥4 (must use language, not just study)"
},
"red_flags": "Only studying grammar rules, no speaking practice, pure vocabulary without context"
}
}
}