ALLOCATION COUNT PLANNING WORKSHEET
StatMedAnalysis | 1 November 2026

Purpose: Translate an approved ratio into feasible arm counts; this sheet does not randomize participants.

Instructions: Save a working copy. Complete each prompt using aggregate summaries or design decisions. Do not include patient identifiers, actual allocation sequences, or confidential records. Write NOT REPORTED, NOT APPLICABLE (with reason), or UNRESOLVED instead of silently leaving a field blank. Resolve flagged issues before using outputs in a report. This is an original planning aid, not a validated instrument or approval certificate.

1. Study design, arms and approved sample-size rationale:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

2. Minimum total target and whether it already includes loss allowance:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

3. Intended arm A:arm B ratio and clinical/operational rationale:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

4. Reduced integer ratio and smallest whole ratio unit:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

5. Rounded total, per-arm counts and extra participants above minimum:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

6. Strata and whether allocation is managed separately within each:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

7. Block-size policy and unpredictability assessment by authorized statistician:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

8. Sequence generation method, software/version and independent validation:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

9. Access restrictions: who generates, enrolls, assigns and audits?
Response: __________________________________________________________
Evidence/action: ___________________________________________________

10. Concealment mechanism; do not put the actual allocation sequence here:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

11. Deviations, incomplete blocks and reporting plan:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

12. Protocol version, source, approval/check roles and dates:
Response: __________________________________________________________
Evidence/action: ___________________________________________________

Related guide and tool: https://www.statmedanalysis.com/resources
Keep the completed copy in your approved research workspace.