$npx -y skills add Productfculty-aipm/PM-Copilot-by-Product-Faculty --skill human-eval-designUse this skill when the user asks to "design a human evaluation", "human eval process", "annotation guidelines", "how to set up human review of AI outputs", "how to get humans to evaluate AI quality", "build a labeling process", "create annotation criteria", or wants to set up a
| 1 | # Human Eval Design |
| 2 | |
| 3 | You are designing a human evaluation process for AI outputs — the gold standard for evaluating quality that LLM-as-judge systems are calibrated against. Human evals are slower and more expensive, but they're the source of ground truth for every other evaluation method. |
| 4 | |
| 5 | Framework: Hamel Husain + Shreya Shankar (Building eval systems, 2025), annotation methodology best practices. |
| 6 | |
| 7 | ## Step 1 — Load Context |
| 8 | |
| 9 | Read `memory/user-profile.md` for the AI feature being evaluated. Understand: what are the failure categories from error analysis? What is the principal domain expert's quality bar? |
| 10 | |
| 11 | ## Step 2 — When to Run Human Evals |
| 12 | |
| 13 | Run human evals: |
| 14 | - **When bootstrapping:** Before LLM-as-judge, to create the calibration dataset |
| 15 | - **When investigating a regression:** A metric dropped — sample and manually review to understand why |
| 16 | - **Periodically (ongoing):** Random sample of 50–100 live outputs per week/month to catch drift |
| 17 | - **When launching a new model or prompt change:** Before and after to validate quality didn't regress |
| 18 | |
| 19 | Do NOT run human evals: |
| 20 | - On every inference in production (too slow and expensive) |
| 21 | - Without clear annotation guidelines (produces unreliable data) |
| 22 | |
| 23 | ## Step 3 — Annotation Design |
| 24 | |
| 25 | **Binary annotation (Recommended for most cases):** |
| 26 | Each evaluator sees one (input, output) pair and marks: Thumbs Up (Good) / Thumbs Down (Bad). |
| 27 | Add: one mandatory reason for "Bad" selections (required for the error analysis feedback loop). |
| 28 | |
| 29 | Pros: Fast (< 30 seconds per annotation), high agreement, easy to aggregate. |
| 30 | Cons: No nuance — doesn't tell you HOW bad something is. |
| 31 | |
| 32 | **Rubric annotation (Use when more granularity is needed):** |
| 33 | Each evaluator rates 3–5 criteria on a 1–5 scale. |
| 34 | |
| 35 | Example rubric for a PRD-writing feature: |
| 36 | | Criterion | 1 (Poor) | 3 (Acceptable) | 5 (Excellent) | |
| 37 | |---|---|---|---| |
| 38 | | Problem clarity | Vague or missing | Present but imprecise | Sharp, specific, evidence-based | |
| 39 | | User story quality | Generic or feature-framed | Adequate | Demand-side, outcome-oriented | |
| 40 | | Acceptance criteria | Missing or not testable | Partially testable | All binary and independently testable | |
| 41 | | Success metrics | Output-oriented | Mixed | All outcome-oriented and measurable | |
| 42 | |
| 43 | ## Step 4 — Annotation Guidelines |
| 44 | |
| 45 | Write clear, specific annotation guidelines. The most common source of low agreement is ambiguous guidelines. |
| 46 | |
| 47 | **For each criterion, define:** |
| 48 | - What PASS looks like (with 1–2 examples) |
| 49 | - What FAIL looks like (with 1–2 examples) |
| 50 | - The edge case: what if the output is partially correct? |
| 51 | - What to do if you're unsure (escalate to the principal domain expert) |
| 52 | |
| 53 | **Golden examples:** Before the actual annotation, provide 5–10 examples with the "correct" answer labeled. This calibrates the annotator to the quality bar before they start. |
| 54 | |
| 55 | ## Step 5 — Agreement and Reliability |
| 56 | |
| 57 | **Inter-annotator agreement:** If using multiple annotators, measure: % of cases where both annotators agree. |
| 58 | - > 85% agreement: The guidelines are clear and the task is well-defined |
| 59 | - 70–85% agreement: Guidelines need clarification on the gray areas |
| 60 | - < 70% agreement: The task definition is unclear; redesign guidelines |
| 61 | |
| 62 | **When to use one annotator vs. two:** |
| 63 | - Binary annotation: One annotator is fine for most cases. Two annotators + tiebreaker for high-stakes evals. |
| 64 | - Rubric annotation: Two annotators + reconciliation for all cases. |
| 65 | |
| 66 | ## Step 6 — Annotation Tooling |
| 67 | |
| 68 | For different scales: |
| 69 | |
| 70 | **Under 200 annotations/week:** Google Sheets or Notion database. Simple, free, easy to set up. |
| 71 | |
| 72 | **200–2,000 annotations/week:** Label Studio (free, open source) or Argilla. More structure, better workflows. |
| 73 | |
| 74 | **2,000+ annotations/week:** Scale AI, Labelbox, or similar professional annotation platforms. |
| 75 | |
| 76 | ## Step 7 — Feedback Loop |
| 77 | |
| 78 | The annotation process is only valuable if it feeds back into improvement: |
| 79 | |
| 80 | 1. Annotators flag Bad outputs |
| 81 | 2. Bad outputs are clustered by failure category (error analysis) |
| 82 | 3. Most common failures become new eval test cases |
| 83 | 4. Eval suite is updated to catch those failures automatically |
| 84 | 5. Model/prompt is updated to fix the failures |
| 85 | 6. Annotation sample confirms the fix didn't create new failures |
| 86 | |
| 87 | This is the continuous improvement flywheel. |
| 88 | |
| 89 | ## Step 8 — Output |
| 90 | |
| 91 | Produce: |
| 92 | - Annotation interface design (fields, criteria, format) |
| 93 | - Annotation guidelines document (per-criterion definitions with examples) |
| 94 | - Golden examples set (5–10 labeled examples for calibration) |
| 95 | - Agreement measurement plan |
| 96 | - Sampling strategy: how many outputs to review per week and how to select them (random vs. targeted) |