Regression model design and implementation checklist

Clarifying prediction versus effect estimation at the outset prevents variable selection and interpretation errors. Identify candidate confounders from theory first.

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EvalCompass Worksheet

Regression model design and implementation checklist

Clarifying prediction versus effect estimation at the outset prevents variable selection and interpretation errors. Identify candidate confounders from theory first.

Basic information

Record the analytical purpose and design.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Program and research question
Reception waiting-time prediction
Analysis purpose: prediction / effect estimation
Prediction and description of associations
Dependent variable and scale: continuous / binary, etc.
Waiting time: minutes, continuous
Valid sample size
Illustrative equation only; no actual sample obtained
Statistical software
R is a candidate.
Analyst and date
Staff member A / July 2026 (fictional)

Reason for this entry: Do not imply actual data were analyzed.

Writing tips and explanation for this section

About this section

Record the analytical purpose and design.

Do not imply actual data were analyzed.

View the method explanation

Writing tips

Follow each field’s heading to record the program name, focus, period, and other details. Leave undecided matters clearly marked as unresolved.

Read the full fictional example

Variable design

Organize main independent variables, controls and candidate confounders.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

VariableRole: main independent variable / controlScaleTheoretical selection rationaleDummy coding needed?
Preceding consultation countMain explanatory variableNonnegative integerExamine queue length and waiting-time relationships.Not needed

Reason for this entry: This model does not estimate causal effects.

Scroll horizontally to view the table

VariableRole: main independent variable / controlScaleTheoretical selection rationaleDummy coding needed?
Writing tips and explanation for this section

About this section

Organize main independent variables, controls and candidate confounders.

This model does not estimate causal effects.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Multicollinearity check

Check correlations for pairs, and VIF by regressing each explanatory variable on all other explanatory variables in the model. Distinguish the focal variable from its correlation partner.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

Focal explanatory variable / correlation partnerCorrelation coefficient rFocal variable VIFAction: exclusion / transformation, etc.
Only preceding count is an explanatory variable.Between-variable correlation not applicableNot applicable with only 1 explanatory variable excluding the interceptRecheck when adding variables.

Reason for this entry: Do not invent values for inapplicable diagnostics.

Scroll horizontally to view the table

Focal explanatory variable / correlation partnerCorrelation coefficient rFocal variable VIFAction: exclusion / transformation, etc.
Writing tips and explanation for this section

About this section

Check correlations for pairs, and VIF by regressing each explanatory variable on all other explanatory variables in the model. Distinguish the focal variable from its correlation partner.

Do not invent values for inapplicable diagnostics.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Model fit and diagnostic findings

Record model fit and diagnostics.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

IndicatorValueProblem present?Action
Residual distribution and autocorrelationNot calculatedUndeterminedCheck time-ordered residuals after obtaining actual data.

Reason for this entry: Without observed diagnostic values, leave judgments undetermined.

Scroll horizontally to view the table

IndicatorValueProblem present?Action
Writing tips and explanation for this section

About this section

Record model fit and diagnostics.

Without observed diagnostic values, leave judgments undetermined.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Coefficient interpretation notes

Describe the substantive meaning of main coefficients, how much change is represented.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

An illustrative equation where 1 additional preceding case changes the predicted mean by 2 minutes. Staffing and consultation content are omitted; no causal effects or prediction intervals are estimated.

Reason for this entry: State coefficient meaning alongside unchecked issues.

Writing tips and explanation for this section

About this section

Describe the substantive meaning of main coefficients, how much change is represented.

State coefficient meaning alongside unchecked issues.

View the method explanation

Writing tips

Use the example as a reference and record what you have established about your own program. Distinguish assumptions and unchecked matters from confirmed facts.

Read the full fictional example

Completion check

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

  • ☑ Checked: Documented theoretical variable selection before analysis
  • ☐ Not checked: Diagnosed collinearity and recorded coefficient instability and actions; use VIF or other measures as appropriate to the model
  • ☐ Not checked: Diagnosed residual, variance and dependence assumptions appropriate to the selected model
  • ☐ Not checked: Reported effect sizes and confidence intervals alongside p-values
  • ☑ Checked: Stated causal interpretation limits, including observational confounding
  • ☐ Not checked: Checked sample adequacy relative to variable counts

Reason for this entry: The proposed model and causal interpretation restrictions are documented. Sample size and estimation diagnostics remain unchecked.

Writing tips and explanation for this section

About this section

The proposed model and causal interpretation restrictions are documented. Sample size and estimation diagnostics remain unchecked.

View the method explanation

Writing tips

Read each item and check those you have confirmed. Do not use the fictional example’s checkbox states as findings about your own program.

Read the full fictional example

Before writing, check when to use the worksheet and what completion involves

Regression model design and implementation checklist is a worksheet for applying Regression Analysis in meetings or individual work. For the overall duration of the method, use “Planning example, not a universal standard duration: 1–2 weeks, including data preparation, modeling and interpretation” as a reference, adjusting for scale and resources. Fill in what you know provisionally and leave unresolved matters as questions to check next.

When this worksheet is useful

  • When estimating how a program variable affects outcomes while controlling several background factors
  • When identifying factors influencing outcomes to decide where intervention would have greater effects
  • When exploring predictors of binary outcomes such as service reach, dropout or target achievement through logistic regression

Participants and preparation

1–2 evaluators with statistical and data analysis knowledge and skills in R, Python, SPSS or other statistical software

Bring the materials used for decisions, existing data, and differing stakeholder views to help complete the worksheet.

Suggested order

  1. 1. Basic informationRecord the analytical purpose and design.
  2. 2. Variable designOrganize main independent variables, controls and candidate confounders.
  3. 3. Multicollinearity checkCheck correlations for pairs, and VIF by regressing each explanatory variable on all other explanatory variables in the model. Distinguish the focal variable from its correlation partner.
  4. 4. Model fit and diagnostic findingsRecord model fit and diagnostics.
  5. 5. Coefficient interpretation notesDescribe the substantive meaning of main coefficients, how much change is represented.
  6. 6. Completion check

Signs the worksheet is ready for review

  • Regression coefficient table: unstandardized and standardized coefficients, p-values and 95% confidence intervals
  • Diagnostic plots: residual distributions and Q–Q plots
  • Interpretation report: effect sizes, substantive meaning and limitations

Cautions for review

  • Inferring program causation from statistical significance. In observational regression, describe associations and always state design limitations for causal interpretation.
  • Overfitting: too many variables relative to sample size fit the observed data excessively and reduce generalization.
  • Ignoring collinearity destabilizes coefficients. Consider diagnostics, domain knowledge and the estimation question together when responding.
Read a completed fictional example (your entries will not change)
Fictional example; not actual results

A fictional illustrative linear model: predicted waiting time = 5 + 2 × preceding consultation count.

Basic information

Program and research question
Reception waiting-time prediction
Analysis purpose: prediction / effect estimation
Prediction and description of associations
Dependent variable and scale: continuous / binary, etc.
Waiting time: minutes, continuous
Valid sample size
Illustrative equation only; no actual sample obtained
Statistical software
R is a candidate.
Analyst and date
Staff member A / July 2026 (fictional)

Reason for this entry: Do not imply actual data were analyzed.

Variable design

Scroll horizontally to view the table

VariableRole: main independent variable / controlScaleTheoretical selection rationaleDummy coding needed?
Preceding consultation countMain explanatory variableNonnegative integerExamine queue length and waiting-time relationships.Not needed

Reason for this entry: This model does not estimate causal effects.

Multicollinearity check

Scroll horizontally to view the table

Focal explanatory variable / correlation partnerCorrelation coefficient rFocal variable VIFAction: exclusion / transformation, etc.
Only preceding count is an explanatory variable.Between-variable correlation not applicableNot applicable with only 1 explanatory variable excluding the interceptRecheck when adding variables.

Reason for this entry: Do not invent values for inapplicable diagnostics.

Model fit and diagnostic findings

Scroll horizontally to view the table

IndicatorValueProblem present?Action
Residual distribution and autocorrelationNot calculatedUndeterminedCheck time-ordered residuals after obtaining actual data.

Reason for this entry: Without observed diagnostic values, leave judgments undetermined.

Coefficient interpretation notes

An illustrative equation where 1 additional preceding case changes the predicted mean by 2 minutes. Staffing and consultation content are omitted; no causal effects or prediction intervals are estimated.

Reason for this entry: State coefficient meaning alongside unchecked issues.

Completion check

  • ☑ Checked: Documented theoretical variable selection before analysis
  • ☐ Not checked: Diagnosed collinearity and recorded coefficient instability and actions; use VIF or other measures as appropriate to the model
  • ☐ Not checked: Diagnosed residual, variance and dependence assumptions appropriate to the selected model
  • ☐ Not checked: Reported effect sizes and confidence intervals alongside p-values
  • ☑ Checked: Stated causal interpretation limits, including observational confounding
  • ☐ Not checked: Checked sample adequacy relative to variable counts

Reason for this entry: The proposed model and causal interpretation restrictions are documented. Sample size and estimation diagnostics remain unchecked.

Common errors in judgment

Treating a significant coefficient as a cause

How to revise: Examine identification design and unobserved confounding.

Reason: Statistical associations differ from causal effects.

Assuming high R² guarantees prediction at a new site

How to revise: Check prediction errors in other data or periods.

Reason: Training-data fit does not guarantee generalization.

Editorial and checking information

Content updated: Source checked: (includes AI cross-checking)No documented human reviewIncludes fictional examplesEditorial policy and scope of checkingCite this pageReport a correction

References and checked sections

  1. NIST/SEMATECH e-Handbook: What are the typical underlying assumptions in process modeling?
    NIST
    Section consulted
    Underlying assumptions
    How it relates to the text
    Check assumptions about errors and functional form, and distinguish predictive fit from causal evidence.
    Source checked: (includes AI cross-checking)
  2. NIST/SEMATECH e-Handbook: Linear Least Squares Regression
    NIST/SEMATECH
    Section consulted
    Definition of a Linear Least Squares Model / Disadvantages of Linear Least Squares
    How it relates to the text
    Regression models and linear least squares; limitations of outliers and extrapolation
    Source checked: (includes AI cross-checking)

How to cite this page

EvalCompass Editorial Team. “Regression model design and implementation checklist”. EvalCompass, updated 2026-10-07. https://evalcompass.jun-nakatani.com/en/worksheets/regression-analysis/
Add the date you accessed the page. Text created by this site is available under CC BY 4.0. Quotations, external materials, and bundled fonts have their own terms of use. When reusing content, credit the source, link to the license, and indicate any changes.

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Change history
  • — Checked sources for definitions and applicability conditions, and added fictional examples, reasons for judgments and examples for every worksheet field. Revised unverified claims about history and adoption. Also reviewed existing procedures and cautions, and adjusted fixed participant counts and thresholds and generalizations about institutions. Preserved field positions, types and counts while revising fixed conditions and thresholds in the forms.
  • — Correction based on independent content review (content-check-causal). Revised table headings and explanations to prevent reading VIF as a variable-pair measure. Preserved field positions and counts.