ME Monitoring Evaluation Toolkit En

download ME Monitoring Evaluation Toolkit En

of 35

Transcript of ME Monitoring Evaluation Toolkit En

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    1/35

    Fourth Edition | November 2011

    Part 1

    the Global FundM&e requireMents

    betaVersion

    MonitorinG

    and eValuationtoolKit

    hiV, tecss, Maaaa hea a CmmySysems Segeg

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    2/35

    Disclaimers

    Th ggaphical dsignatins plyd in this pulicatin d nt psnt iply any pinin judgnt n thpat th Glal Fund t Fight AIDS, Tuculsis and malaia n th lgal status any cunty, tity, city aa,n its gnntal stat authitis, n th dliitatin its ntis undais.

    Th ntin spcic cpanis ctain anuactus pducts ds nt iply that thy a ndsd cndd y th Glal Fund in pnc t ths a siila natu that a nt ntind.

    All ights sd. This dcunt ay ly iwd, qutd, pducd tanslatd, in pat in ull, piddth suc is acknwldgd.

    Cpy-ditd y may mdis Knt, gaphic dsign and layut y CatiLynx

    Th mniting and ealuatin Tlkit is aailal lctnically at:http://www.thglalund.g/n//dcunts/tlkit/

    F inatin and updats n th status th Glal Fund, isit www.thglalund.g.

    2011 Th Glal Fund t Fight AIDS, Tuculsis and malaia

    mniting and ealuatin Tlkit - 4th editin english Had Cpy

    Th Glal Fund accpts cntiutins gnnts, cpatins, undatins and indiiduals.

    T cntiut, plas isit u wsit cntact th extnal rlatins ta at: [email protected].

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    3/35

    CntntsPa 1: Th Glal Fund m&e quints

    Acknwldgnts 4

    ic 5

    1. Pcpes mg a evaa a pemace-ase g 6

    1.1 Pincipls niting and aluatin 6

    1.2 Panc-asd unding 6

    2. Mg a evaa g e ga e cyce 7

    3. M&E sysems segeg 9

    3.1 Adancing th m&e agnda 9

    3.2 Th m&e systs stngthning cycl 12

    4. te M&E pa 15

    5. te pemace amewk 17

    5.1 Dlping th panc awk 18

    5.2 Slcting indicats 18

    5.3 Tp 10 indicats 19

    5.4 Stting tagts 19

    6. Css-cg aeas 22

    6.1 Assssing data quality 22

    6.2 Assssing quality sics 23

    6.3 equity 24

    7. Assessg pemace 26

    7.1 Panc-asd disusnts 26

    7.2 Gant nwal 28

    8. Pgam evews, evaas a mpemea eseac 31

    8.1 Pga iws 31

    8.2 ealuatins 33

    8.3 Iplntatin sach 34

    Pa 2: HIv 41

    Pa 3: Tuculsis 161

    Pa 4: malaia 221

    Pa 5: Halth and Cunity Systs Stngthning 269

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    4/35

    Ackwegemes

    This mniting and ealuatin Tlkit is th utc an xtnsi, cllaati pcss inling m&expts intnatinal ganizatins, ilatal agncis, gnnt agncis, nngnntal and piatganizatins and aj patns, in paticula: th Glal Fund, th Unitd Stats Cnts Disas Cntland Pntin, th Halth mtics Ntwk, th rll back malaia Patnship, th Stp Tb Patnship, UNAIDS,UNICeF, th Glal Allianc vaccins and Iunizatin, WHo (including th Glal malaia Pga, th HIv/AIDS Dpatnt, th Stp Tb Dpatnt, and th Dpatnt making Pgnancy Sa), th Wld bank, thUnitd Stats Psidnts egncy Plan AIDS rli (oc th Unitd Stats Glal AIDS Cdinat), thUnitd Stats Agncy Intnatinal Dlpnt, th Psidnts malaia Initiati and meASUre ealuatin.Input sal wk stas addssing glal halth and m&e issus hlpd t shap lant sctins thtlkit. Th cllaati and cnsultati pcss nsud that th cndatins ad in this tlkit a inaccdanc with ths usd acss st ganizatins, pting a cn undstanding m&e within andang th th disass and halth systs stngthning as wll as th us a cn st indicats. ousinc appciatin gs ut t all ths wh cntiutd t this tuly cllaati t.

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    5/35

    moNITorING AND evALUATIoN TooLKIT | 5

    ic

    Th scal and incasd cplxity HIv, tuculsis (Tb)and alaia pgas in cnt yas has nhancd thnd data t in dcisin-aking and dnstatpgss twad intnatinal gals and tagts, such asth millnniu Dlpnt Gals. T t ths nds,cuntis nd stng niting and aluatin (m&e)systs t pt accuat, tily and cpaal datathat can usd t stngthn pgas and gain nancialsuppt. This tlkit ais t psnt th m&e quintsassciatd with Glal Fund gants that suppt stngHIv, Tb, alaia and halth and cunity systs.

    Th Glal Fund mniting and ealuatin Tlkit wasdlpd with th suppt intnatinal tchnicalagncis and m&e xpts. Th tlkit cnsists

    pats:

    Part1pids inatin n c Glal Fund m&equints in th cntxt panc-asdunding;

    Part2dscis indicats and cnsidatins HIvpgas;

    Part3dscis indicats and cnsidatins Tbpgas;

    Part 4 dscis indicats and cnsidatins alaia pgas;

    Part 5 dscis indicats and cnsidatins

    halth and cunity systs stngthning gants.

    Indicats dscid in th tlkit a lagly did standad indicats cndd us ytchnical patns such as th Unitd Natins WldHalth oganizatin (WHo); th Jint Unitd NatinsPga n HIv/AIDS (UNAIDS) and its Glal AIDSIndicat st; th Stp Tb Patnship; th rll backmalaia mniting and ealuatin rnc Gup; thHalth mtics Ntwk; and th Unitd Stats Psidntsegncy Plan AIDS rli (PePFAr). Th standadizdlist ips th hanizatin m&e appachs andducs pting dands n cuntis. Th tlkit als

    pids suggstd nc atials, sucs and aniw th cpnnts ust m&e systs.

    Th pups this tlkit is t pid:

    anoverviewofGlobalFundM&Erequirements

    guidanceonperformance-basedfunding

    informationonbuildingstrongM&Esystems

    guidelines for selecting, measuring and reportingstandardindicators

    tage aece

    Th piay audincs th tlkit a natinalanags pgas inld in HIv, Tb, alaia, andhalth and cunity systs stngthning; pulichalth lads; m&e cs and cdinats; dn

    agncis; tchnical and iplnting patns andnngnntal ganizatins that wk with HIv, Tband alaia pgas. In th cntxt Glal Fundsupptd pgas, th tagt audincs includs Cunty Cdinating mchaniss, LcalFund Agnts and th anags and m&e cs Pincipal rcipints and su-cipints. Th tlkitcan als usul t m&e pssinals latdscts, including ducatin, wns and scial aais,tanspt and lgal aais pulic halth sach.

    rece paes

    Th uth ditin th mniting and ealuatinTlkit dis th pius sin with a gatcus n th Glal Funds quints m&e inPat 1, ath than piding xtnsi inatin n

    gnal m&e pincipls. Nuus xisting sucspid an iw m&e, a slctin which apidd in th suc lists thughut th tlkit.

    This nw mniting and ealuatin Tlkit includsupdats in th llwing aas:

    Glal Fund pcsss:

    improvedmethodsandguidanceonthe transitiontosinglestreamsoffundingunderthenewGlobalFundgrantarchitecture;

    enhancedinformationonreportingandperformance

    ratings,includingtheassessmentatperiodicreviews; greaterattentionanddetailonevaluations,includingoutcomeandimpactassessmentandvalueformoney,toinformfuturefundingdecisions;

    alignment with the joint Health Systems FundingPlatform.1

    Tchnical and pgaatic issus:

    an updated set of indicators that reect evolvingstrategies and recommendations for HIV, TB andmalaria programs and for strengthening health andcommunitysystems,includingarevisionoftheTop10

    (i.e.coreprogrammatic)output,outcomeandimpactindicatorsforreportingtotheGlobalFund;

    monitoringcommunity-basedservices;

    assessingqualityofservices;

    determiningcontributionstomaternal,neonatalandchildhealth;

    incorporatingequity,including thedisaggregationofrelevantindicatorsacrossgenderandotherdimensions,guidedbyanequityassessment.

    m&e systs:

    guidance on M&E assessments and monitoring the

    implementationofanM&Eplan(M&EofM&E);greater emphasis and guidance on data qualityassessments,includingroutinedataqualityassessments.

    Th Glal Fund m&e quints

    1 Dtaild inatin aut th jint Halth Systs Funding Plat is aailal at: http://www.thglalund.g/n/hsp/

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    6/35

    6 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    1. Pcpes mg aevaa a pemace-aseg

    1.1 Pcpes mg a evaa

    mniting and aluatin a indispnsal laningand anagnt tls iping cunt andutu pga planning, iplntatin and dcisin-aking. m&e stuctus, systs and pcsss shuld uilt int pulic halth pgas th dsignphas and caid ut thugh th liti th pjct.Althugh latd, niting and aluatin ly ndint thdlgical appachs t gnatspcic typs inatin (s Tal 1).

    Th us n natinal syst t cllct, analyz andapply m&e data, ath than using ultipl paalllsysts, ducs th pting udn cuntis. Itis als cst-cti and ips th quality andcnsistncy inatin. Patns and dns wktgth t stngthn cuntis m&e systs thughth pincipls alignnt and hanizatin agdupn thugh intnatinal citnts such as thTh ons pincipls (2004),2 th Pais Dclaatinn Aid ectinss (2005) and th Thid High LlFu n Aid ectinss (2008). S cuntisus a ully intgatd natinal m&e syst t s allcunical disas cntl pgas as wll as th

    halth actiitis. oth cuntis ha disas-spcicm&e systs. Whth an intgatd disas-spcicappach is usd, cn data cllctin thds,uni analysis and jint annual iws a ndd tus sucs cintly.

    T suppt ts t uild tt natinal m&esysts, cuntis and glal patns ha dlpdand ndsd an ganizing awk th asiclnts th m&e syst.3 Th cpnnts aunctinal m&e syst and th spcti pancgals a psntd in Tal 2.

    1.2 Pemace-ase g

    Panc-asd unding, a undantal pincipl th Glal Fund dl, pids a plat gantcipints t dnstat that thy can cnt gantnancing int sults. T pt accuntaility andtanspancy and t pid incntis cipintst us unds cintly and ctily, th Glal Fundlinks nancing disusnts t th achint tagts ppsd y th cuntis (and appd y th

    Glal Fund).

    Objectives of performance-based funding

    Th Glal Funds syst panc-asdunding was dlpd t:

    linkfundingtotheachievementoftargetsandobjectives;

    ensurethatmoneyisspentonservicesdeliveredtotheintendedbeneciaries;

    provideincentivestoencouragerecipientstofocusonprogrammaticresultsandtimelyimplementation;

    encourage learning to strengthen capacities and

    improveprogramimplementation; investinmeasurementsystemsandpromotetheuseofevidencefordecision-making;

    provide policies and tools for grant oversight andmonitoringwithincountriesandbytheGlobalFund;

    2 Jint Unitd Natins Pga n HIv/AIDS (UNAIDS). Th ons: ky pincipls. UNAIDS. [citd 2011 Aug. 30]. Aailal :http://data.unaids.g/UNA-dcs/th-ns_kypincipls_n.pd

    3 UNAIDS. oganizing awk a unctinal natinal HIv niting and aluatin syst. Gna: UNAIDS; 2008. Aailal : http://sitsucs.wldank.g/INTHIvAIDS/rsucs/375798-1132695455908/GroganizingFawkHIvmeSyst.pd

    tAblE 1.lks ewee mg a evaa

    dmes Mg Evaa

    Feecy Pidic, ccus gulaly episdic

    Fc Tacking / sight Assssnt

    Ppse Ip cincy, pid inatin pgaing t ip utcs

    Ip ctinss, ipact, alu ny,utu pgaing, statgy and plicyaking

    Fcs Inputs, utputs, pcsss, wkplans (patinaliplntatin)

    ectinss, lanc, ipact, cst-ctinss(ppulatin cts)

    Mes rutin iw pts, gists, adinistatidataass, ld satins

    Scintic, igus sach dsign, cplx andintnsi

    imasce

    rutin suillanc syst, ld satinpts, pgss pts, apid assssnt,pga iw tings

    Sa sucs usd niting, plusppulatin-asd suys, ital gistatin,spcial studis

    Cs Cnsistnt, cunt csts spad acssiplntatin pid

    episdic, tn cusd at th idpint and nd iplntatin pid

    http://data.unaids.org/UNA-docs/three-ones_keyprinciples_en.pdfhttp://data.unaids.org/UNA-docs/three-ones_keyprinciples_en.pdfhttp://siteresources.worldbank.org/INTHIVAIDS/Resources/375798-1132695455908/GROrganizingFrameworkforHIVMESystem.pdfhttp://siteresources.worldbank.org/INTHIVAIDS/Resources/375798-1132695455908/GROrganizingFrameworkforHIVMESystem.pdfhttp://siteresources.worldbank.org/INTHIVAIDS/Resources/375798-1132695455908/GROrganizingFrameworkforHIVMESystem.pdfhttp://siteresources.worldbank.org/INTHIVAIDS/Resources/375798-1132695455908/GROrganizingFrameworkforHIVMESystem.pdfhttp://data.unaids.org/UNA-docs/three-ones_keyprinciples_en.pdfhttp://data.unaids.org/UNA-docs/three-ones_keyprinciples_en.pdf
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    7/35

    moNITorING AND evALUATIoN TooLKIT | 7

    reallocate resources from nonperforming grants tomoreeectiveprogramswithagreaterimpactontheghtagainstHIV,tuberculosisandmalaria.

    Panc-asd unding is an intgal pat y phas th gant li cycl, initial cuntyapplicatin dlpnt t gant ngtiatin andsigning t gula sight iplntatin anddisusnt dcisin-aking thugh t th nwal th gant.

    Th Glal Funds syst aluating pancis piaily asd n an assssnt sults against

    tagts an agd st indicats. It als taks thquality gant anagnt int accunt. rust m&esysts a ssntial iplnting panc-asd unding. Sctin 7.1 pids dtaildinatin n hw panc is asud and usdin panc asd-unding dcisins.

    2. Mg a evaa g ega e cyce

    This sctin intducs th phass th li cycl a Glal Fund gant and th c m&e quintsduing ach stag.

    Th gant li cycl gins with th dlpnt appsal y in-cunty stakhlds llwing a call ppsals y th Glal Fund Sctaiat (d t asa rund). Ths ppsals a iwd y th Tchnicalriw Panl. Ths that a cndd undingand appd y th Glal Fund bad will nt int

    th gant ngtiatin stag with th Sctaiat. Thgant is thn signd with th Pincipal rcipint andnts int th iplntatin stag, whn undingis pidd th ppsd actiitis. At th stiplntatin pid, th gant will g thugh

    tAblE 2.tweve cmpes a ca M&E sysem

    Cmpe Pemace ga s cmpe

    1. oganizatinal stuctus withm&e unctins

    estalish and aintain a ntwk ganizatins spnsil m&e at thnatinal, sunatinal and sic dliy lls

    2. Huan capacity m&e ensu adquat skilld huan sucs at all lls th m&e syst tnsu cpltin all tasks dnd in th annual cstd m&e wkplan.This quis sucint analytical capacity t us th data and pduc lantpts

    3. Patnships t plan,cdinat and anag thm&e syst

    estalish and aintain patnships ang in-cunty and intnatinalstakhlds inld in planning and anaging th natinal m&e syst

    4. Natinal ultisctal m&e

    plan

    Dlp and gulaly updat th natinal m&e plan, including idntid data

    nds, natinal standadizd indicats, data cllctin pcdus and tls aswll as ls and spnsiilitis iplntatin

    5. Annual cstd m&e wkplan Dlp an annual cstd m&e wkplan including spcid and cstd m&eactiitis all lant stakhlds and idntid sucs unding; us thisplan cdinatin and assssing th pgss m&e iplntatinthughut th ya

    6. Adcacy, cunicatin andcultu m&e

    ensu knwldg and citnt t m&e and th m&e syst angplicyaks, pga anags, pga sta and th stakhlds

    7. rutin pga niting Pduc tily and high-quality (alid, lial, cphnsi and tily)utin pga niting data

    8. Suys and suillanc Pduc tily, alid and lial data suys and suillanc systs

    9. Natinal and sunatinaldataass

    Dlp and aintain natinal and sunatinal dataass that nalstakhlds t accss lant data ulating plicy and anagingand iping pgas

    10. Suppti supisin anddata auditing

    mnit data quality pidically and addss stacls t pducing high-quality (alid, lial, cphnsi and tily) data

    11. ealuatin and sach Idntiy aluatin and sach qustins, cdinat studis t t idntidnds and nhanc th us aluatin and sach ndings

    12. Data dissinatin and us Dissinat and us data th m&e syst t guid th ulatin plicy and th planning and ipnt pgas

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    8/35

    8 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    th pcss gant nwal, which includs a iw(ith Phas 2 pidic iw) t dtin i thpanc waants cntinud unding. I appd,

    th gant will nt int th scnd iplntatinpid. Figu 1 shws an iw this li cycl. Thnus includd in th gu t th spctisctins this tlkit that pid dtaildinatin n ach th dint lnts.

    Ppsa evepme: Th gant cycl stats with thdlpnt and suissin ppsals t th GlalFund Sctaiat.4 Gant ppsals shuld claly dnth plannd gals, jctis, sic dliy aas andactiitis:

    program goals: Goal(s) are broad and overarchingstatementsofdesiredmedium-tolong-termoutcomes

    andimpactsoftheprogram,andshouldbeconsistentwiththenationaldiseasecontrolstrategicplan.

    objectives: Proposedactivities should support specicobjectives thatwillpermit the programto reachthestatedgoal(s).Theprogresstowards theseobjectives5can usually be measured using indicators thatdemonstratetheeectsofprogrammaticoutputs.

    service delivery areas: For each proposed objective,the key services to be delivered are grouped undertheirrespectiveservicedeliveryareas.Servicedeliveryareasarebroadcategoriesofprogrammaticactivities,whichallowfor standardizedanalysisofbudgetsandresults.Examplesincludecounselingandtesting(forHIV), public-privatemix (for TB), andhome-based

    managementofmalaria(formalaria).

    activities:Keyprogrammaticactivitiesaresupportedbyinputsandprocesses,whichresultinoutputs.

    Th Tchnical riw Panl will caully assss allppsals against sal citia, including alu ny. Applicants a xpctd t dn a lgicalawk (lg-a) that pids an iw thgals, jctis, sic dliy aas and ky actiitis,ky indicats and assciatd udgts.6 Th assssnt th gant ppsals alu ny will cus n:

    overall strategy: Has the proposal strategy beentranslatedaccuratelyintoagrantthatcanachieveitsgoals?

    eectiveness: Are interventions being implementedinaneectivewaythatislikelytoreachtheprogramgoals?

    eciency and economy: Are the costs of activitiesappropriate for achieving the outputs, with costsof inputs minimized (economy) and productivity ofresourcesmaximized(eciency)?

    additionality:Doestheproposaladd,andnotduplicate,activities and nancial resources that are not beingprovidedthroughothersources?

    With spcic nc t m&e, th assssnt willcus n:

    consistencyoftargetswiththeproposal,othergrants,nationaltargetsandthebudget;

    FiGurE 1.ovevew M&E eemes g e ga e cyce (a eeva k sec)

    Assess e M&E sysem (Sec. 3)

    devep e M&E pa (Sec. 4)

    devep e pemaceamewk (Sec. 5)

    lFA pems aa ay a ay sevce assessme (Sec. 6)

    rega epg a sseme (Sec. 7.1)

    Pgam evew, evaa a mpemea eseac (Sec. 8)

    Ppsaevepme

    Gaega

    Yea 1 Yea 2 Yea 3 Yea 4 Yea 5

    1s

    impemea pe

    Ga sa ae

    2

    impemea pe

    Pec evew (Sec. 7.2)

    4 Dtaild inatin n hw t apply unding can und at: http://www.thglalund.g/n/actiitis/applicatin

    5 ojctis nd t SmArT: spcic, asual, attainal, lant and ti-und.

    6 m dtails n ppsal dlpnt and dlping a lg-a a aailal at: http://www.thglalund.g/n/applicatin/atials/dcunts/

  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    9/35

    moNITorING AND evALUATIoN TooLKIT | 9

    denedpackagesofservicesforindicatorsthatmeasurethenumberofpeoplereached,includingconsistencywithnationalandinternationalguidelines;

    planned and budgeted program evaluation andreview, including anassessment of value formoneyandprogramimpact.

    Applicants a Glal Fund gant nd t dnstata slid undstanding th stngths and waknsss th m&e syst. Th Glal Fund cnds thatiplnts pidically (paly y tw tth yas) cnduct m&e sl-assssnts natinalniting and aluatin systs. This xcisallws a iw th iplntatin th (natinal)niting and aluatin plan t idntiy waknsssand ulat and udgt stngthning asus.Sctin 3 pids inatin aut m&e sl-assssnts.

    As pat gant ngtiatins and a gant issignd, iplnts a quid t pid an m&eplan and cstd m&e wkplan. Th m&e plan is anssntial dcunt a cunty caus it pidsdtaild inatin aut th natinal m&e syst,including indicat dsciptins, data anagnt,data quality assuanc, aluatins, m&e cdinatin,capacity-uilding m&e and a cstd m&e wkplan.Th cstd m&e wkplan is a cpnnt thad m&e plan, and includs th tiing and udgtallcatin ach th aj m&e actiitis that a

    plannd. Dtaild inatin n hw t dlp thisdcunt is pidd in Sctin 4.

    Th c niting tl pting pgaaticsults t th Glal Fund is th panc awk.This dcunt, which is dlpd y cuntis duingth ppsal stag, utlins th pgaatic, utcand ipact indicats and tagts th liti th gant. Sctin 5 pids dtaild instuctins nhw t dlp and us th panc awk.

    Ga ega: onc a ppsal is cnddy th Tchnical riw Panl and appd y th

    Glal Fund bad, ngtiatin th gant agntgins. This pcss includs isins t and nalizatin th panc awk and th m&e plan andidnticatin m&e-latd systs stngthningactiitis.

    impemea: Duing th iplntatin gantactiitis, th Glal Fund iws csscutting pgaaas, including data quality, quality sics, quityand cntiutin t ad halth gals. Sctin 6dscis ths pcsss in dtail.

    Th Pincipal rcipint is quid t gulaly ptt th Glal Fund n sults achid against tagts,

    xpnditus against udgt, and any diatins ,

    ccti actins t, pga actiitis. Ths sultsd int th panc-asd unding dlwh pgaatic sults ach ptingpid (typically y th t six nths) guid thdisusnt aunt (s Sctin 7.1).

    Ga eewas: Whil ppsals a typically a ya pid, gant agnts a signd niplntatin pid, which last tw yas undth ld achitctu and th yas und th nw gantachitctu. b th nd th st iplntatinpid (d t as Phas 1 und th ld gantachitctu),7 th Glal Fund cnducts a iwt in its gant nwal dcisins and additinalnancial citnts th nxt iplntatinpid (Phas 2 und th ld achitctu). This iwccus in additin t utin pting t assss whth

    th xpctd sults ha n achid, gant undsa ing anagd ctily and t ak undingcndatins th nxt iplntatin pid(s Sctin 7.2 dtails).

    ealuatin and pga iws pid inatinthat is alual undstanding th ipact andad cts pgas. Th l ths pcsssis discussd in Sctin 8.

    A ull list m&e quints duing th gant li cyclis listd in Tal 3 n pag 10.

    3. M&E sysems segeg

    In cnt yas, ts t stngthn natinal m&esysts ha yildd signicant pgss and ipdhanizatin m&e actiitis. Hw, ctainwaknsss in th niting and aluatin hapsistd. In ts niting, data that a utinlycllctd a tn nt analyzd t in pgaanagnt, spcially at lcal pga anagntlls. With nc t aluatins, y w pgascnsistntly plan cnduct aluati actiitis. Inadditin, th m&e agnda is tn actd y dninfuncs and th nt always ully alignd with

    natinal piitis. Stngthning cunty m&e systsis a piity th Glal Fund, with th cdiility andctinss th panc-asd unding dldpndnt upn th aailaility high-quality data.

    3.1 Avacg e M&E agea

    ets t di th m&e agnda wad gin witha lk at th cunt m&e systs. Tal 4 n pag11 pids a snapsht wh m&e systs atday and a gnal ad ap stngthning thssysts t pid usul data in th utu. many th agnda its listd th nxt yas a

    asd n qusts patns and ind thughcnsultatin with in-cunty patns.

    7 In N 2009, th Glal Fund bad appd a nw gant achitctu that lis n n unding agnt ach Pincipal rcipint p disascpnnt. Th nw gant achitctu has intducd a pidic iw in plac th Phas 2 iw that was usd und th ld achitctu. F inatin n th nw gant achitctu, plas t th llwing Fquntly Askd Qustins guid at: http://www.thglalund.g/WkAa/DwnladAsst.aspx?id=5292

    http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    10/35

    10 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    8 Ppsd t lld ut ginning in Januay 2012.

    tAblE 3.M&E eemes g e ga e cyce

    Ga e cycesage

    reemes W s espse?

    Nw gantngtiatin

    M&Eplanwithcostedworkplan

    performanceframework

    Pincipal rcipint/CuntyCdinating mchanis

    Gantiplntatin

    Pgss updat/disusnt qust (PU/Dr)including:

    progressupdatesonprogrammaticperformance(including utput and utc/ipactindicats);

    progressonconditionsprecedent(i.e.actionsthat ust ullld in d unds t

    disusd), spcial cnditins and anagntactins;

    progressonanyotherfollow-upactions,ascunicatd y th Glal Fund;

    Pincipal rcipint

    on-sitedataverication:TheGlobalFundquis th Lcal Fund Agnt t annuallycnduct n-sit data icatins achPincipal rcipint p disas;

    Lcal Fund Agnt

    dataqualityaudit:Everyyear,theGlobalFundsujcts up t 20 gants t a data qualityaudit caid ut y indpndnt institutinscntactd y th Glal Fund;

    Glal Fund/ indpndnt institutin

    RapidServiceQualityAssessment:TheGlobalFund quis th Lcal Fund Agnt t annuallycnduct rapid Sic Quality Assssnts ach Pincipal rcipint, p disas.8

    Lcal Fund Agnt

    Gant nwal(Phas 2 / pidiciw)

    requestforcontinuedfunding

    resultsfromprogramreviewand/orevaluations

    M&Eplanwithcostedworkplan

    performanceframework

    Pincipal rcipint/CuntyCdinating mchanis

    Pga iwsand aluatins

    conductprogramreviewandorevaluation pidic iw t in pgsstwads pga gals (ipact/utc)

    Pincipal rcipint/CuntyCdinating mchanis

    http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    11/35

    moNITorING AND evALUATIoN TooLKIT | 11

    tAblE 4.te M&E agea e e ve yeas

    Aea M&E ay M&E agea ve e e ve yeas

    Stngthnutin dataniting (halthacility-asd andcunity-asd)

    existing data cllctin systs d nt always includdata th pulic sct, piat sct and ciilscity; halth anagnt inatin syst(HmIS) is tn dysunctinal and nt adquatlyintgating disas pgas.

    Inatin gnatd y pgas at thcunity ll is still p and incplt.

    A high pcntag data cllctd thpiat sct and ciil scity and cunitisa intgatd int th natinal pting, whichwill pid a cphnsi iw th sctspanc. Capacity is uilt int intgatd HmIS.

    A st indicats, tls and th m&e syst aadaptd t nit and aluat cunity-llsic dliy.

    Ip dataquality

    Data quality awk at cunty ll is still wak.Attpts t chck incnsistncis in data cllctinand pting ain ad hc.

    Agd data quality awk includd in th m&eplan with gula niting and supisin. expandn-sit data icatin and data quality audits tsuppt cntinud data quality ipnt.

    masu th quality sics dlid

    masunt th quality sics us data pga quality anagnt at all lls is tnnt ddd in pga anagnt

    A st indicats and tls t nit th quality sic dliy at all lls is dnd andsystatically iplntd.

    mnit sicdliy ang kyppulatins andy sx

    Data ky ppulatins a tn nt d ack intth pga and usd planning and dcisin-aking. rlial ppulatin siz stiats a tnnt aailal.

    Addssing gnd is liitd t disagggating dataand indicats y sx.

    Statgic inatin pgas is gnatdy idntiying (1) th isks assciatd with disastansissin, (2) inquitis in halth and (3)th ppulatins st at isk (including gndcnsidatins).

    Statgic inatin is usd at all lls pgaplanning, suc allcatin and ipdniting.

    Futh und andstngthn ital

    gistatin systs

    In any cuntis, ital gistatin systs a ntcplt nugh t accuatly nit all and

    caus-spcic tality.

    Th ital gistatin syst is ipd usingdstic sucs as wll as sucs allcatd

    thugh patns and th Glal Fund, s that lialital statistics can pducd in ach cunty.

    Statgically instin ppulatin-asdsuys

    olap and duplicatin xist in th suysiplntd. T uch inatin is cllctd thatis nt susquntly usd dcisin-aking.

    Suys a iplntd cst-cintly thughgd planning, dsign and cdinatin.

    Suys spnd t pga and dn nds ypiding lial data and tnds idnc-asddcisin-aking.

    Incasd instnts dns in suys thatasu incidnc and palnc.

    Gnat statgicinatin

    Th is lack apppiat tls and chaniss tcllct and st c data.

    Th is a lack analytical capacity at th cuntyll t gnat statgic inatin t addss

    challngs and ip pga iplntatin.

    mdn and innati slutins a iplntd tcllct, achi and ti data.

    Capacity is stngthnd t analyz, intpt and uspga data ind dcisin-aking.

    An annual iw pcss is institutinalizd with ahigh ll paticipatin stakhlds.

    Fund andiplntaluatins

    Fcus is n niting and lianc n utin systand quantitati data.

    ealuatin unctin is wak and uncdinatd;cnducting aluatins ains ad-hc.

    Pidic aluatins a cnductd t cplntxisting inatin, in paticula assssing thpga ipact and utc and spcic aas suchas gnd, quity, quality sics, and aility intntins t ach ky ppulatins.

    Gadually intducpatins sach

    Fcus is niting and lianc n utin systand quantitati data.

    Pidic sach actiitis t spnd t pgaiplntatin qustins.

    m&e m&e many cuntis ha an m&e plan, ut it is nt alwaysiplntd. Iplntatin is nt llwd uputinly th sucs ndd a nt allcatd.

    rgula m&e syst assssnt is usd t idntiypiitis stngthning th m&e syst and tallcat sucs cintly.

    Iplntatin m&e plan and cstd wkplan isllwd up as pat th pga iw pcss.

    http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    12/35

    12 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    3.2 te M&E sysems segeg cyce

    Th Glal Fund has dlpd a statgy stngthning m&e systs, which has th jctis:

    1. t ip asunt thds, data quality andaluatin capacity in cuntis;

    2. t ip m&e planning, instnt and panc;

    3. t uild th m&e tchnical capacity in cuntis.

    Th appach m&e syst stngthning is adwithin th Glal Funds usinss dl cuntywnship, patnship and panc-asdunding. Cuntis a ncuagd t assss, idntiyand iplnt slutins t ip thi m&e systsin d t pduc quality inatin pgaanagnt as wll as Glal Fund panc-

    asd unding dcisins.

    m&e syst stngthning includs u iptantpcsss: (1) assssing th m&e syst; (2) planningand udgting; (3) iplnting th m&e plan andcstd wkplan; and (4) llw-up (m&e m&e).Figu 2 pids an iw ths u pcsss.

    Assessg e M&E sysem:Th Glal Fund cndsthat cuntis cnduct natinal m&e sl-assssntsy tw t th yas. This ulti-stakhld pcsscats a u patns t idntiy m&e issus,updat th cstd m&e wkplan (including syststngthning actiitis), haniz patn supptand nsu that plans align with natinal systs.m&e assssnts a st cnductd gantppsals a dlpd t pid stakhlds withan pptunity t allcat gant unds t idntidstngthning asus. Th m&e sl-assssnt is

    nt a Glal Fund quint, xcpt cuntis

    FiGurE 2.Segeg cy-eve M&E sysems

    1. Assessg e aaM&E sysem

    Sl-assssnt cnddy 2-3 yas, t idntiy

    stngths and waknsss thm&e syst

    3. impemeg M&E paa cse wkpa

    ecti and tily us sucs t iplnt m&e

    actiitis as plannd

    4. Fw-p M&E

    rgula iw m&e syst panc(n a quatly, siannual and annualasis and as pat natinal pga

    iw pcss), including suppt th

    natinal m&e tchnical wking gup(i stalishd)

    2. Pag a geg

    Updat th m&e plan and cstd wkplant fct A) stngthning asus t

    addss idntid waknsss; b) sucnds (tchnical assistanc and nancial);

    and C) suc cntiutins th GlalFund and th patns m&e

    http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    13/35

    moNITorING AND evALUATIoN TooLKIT | 13

    with a wak agntd m&e syst. Wh this a pcid isk that th m&e syst ight nt al t pid data adquat panc-asdunding, th Glal Fund Sctaiat ay qui aPincipal rcipint t cplt an m&e sl-assssntand t udgt m&e syst stngthning asust addss idntid waknsss. Gnally, th GlalFund cnds using th llwing standad tls m&e sl-assssnt:9

    theM&EsystemsstrengtheningtooldevelopedbytheGlobalFundandotherpartners;

    the12-componentM&EassessmenttooldevelopedbyUNAIDSandpartners;10

    theHealthMetricsNetwork (HMN)tool forassessingthenationalhealthinformationsystem;

    theharmonizedtools( jointlydevelopedbyWHOandthe Global Fund) for assessing TB surveillance datainformationsystems.

    Pag a geg: m&e systs stngthningactiitis idntid duing th m&e syst assssntshuld supptd y adquat nancial and tchnicalsucs, and incpatd in th cstd wkplan th natinal m&e plan. F inatin ndlping th m&e plan, s Sctin 4. Th GlalFund cnds that iplnts allcat ttn pcnt th gant udgt m&e.11 Th natinalm&e plan and cstd wkplan shuld fct nt nly

    th m&e actiitis supptd y Glal Fund gants,ut als m&e actiitis that a nancd y all sucs,including th gnnt and th dns. Th udgtshuld guidd y th aunt quid t iplntth intndd actins. Wh any udgt it is ddt a asnal cst, th Glal Fund ay adjustunding t th aunt cnsidd asnal (s ThGlal Fund budgting Guidlins12).

    Th wkplan and udgt its m&e actiitis in thgant shuld includ th llwing inatin:

    budgetitemsorganizedbyservicedeliveryareasandbyactivitiesperyearand,ifpossible,perquarter.Table

    5onpage14outlinesthebudgetcategoriesandtypesofactivitiesthatcouldbeincludedinGlobalFundM&Egrantbudgets.

    a description of each activity and a breakdown ofunitcostsandquantities.Unitcostsshouldbeappliedconsistently throughout the detailed budget andreect the actual/realistic cost of implementation asanticipatedduringgrantimplementation.

    impemeg e aa M&E pa a csewkpa: onc th annual m&e plan and cstdwkplan a in plac, th Pincipal rcipint (Pr) ustnsu that m&e sucs (th tchnical assistancand nancial) a ilizd as plannd and thatactiitis a iplntd as schduld.

    In th cus gant iplntatin, a Pr willundtak gula udgt iws t idntiy whthdicatins a quid du t changs in cntxt (xapl, dint unit csts its ing puchasd).Und th Glal Fund budgting Guidlins, th Pray ak nnatial changs t th gant udgtwithut suitting pi appal t th Sctaiat. Ingnal, nnatial changs a latily sall, xapl, lss than 10 pcnt th annual auntappd a udgt lin.13 Th Pr ins th Glal

    Fund Sctaiat any nnatial udgt changthugh nal pting cycls (i.. th pgssupdat and disusnt qust), including nhancdnancial pting quints.

    F dtails n th udgt changs duing gantiplntatin plas t th Glal Fundbudgting Guidlins sctin n th udgt changsduing gant iplntatin.

    Fw-p M&E: Th m&e plan and cstd wkplanshuld nitd and iwd n a gula asis.Signicant ti is instd y cuntis t assss th

    m&e syst and dlp th m&e plan and cstdwkplan, hw th is tn lss attntin tllwing up n th iplntatin m&e systsstngthning actiitis. In paticula, th is tnliitd idnc as t whth ths instnts haipd m&e syst panc at th cunty ll.I m&e actiitis a nt iplntd and th systsd nt unctin adquatly, th cdiility data panc-asd unding dcisins is at isk. Als,pgas that a nt asd n idnc ( xapl,pidilgical data) can sult in incint us sucs. Accdingly, th Glal Fund cndsthat cuntis institut pcsss t llw up n m&e

    (tn d t as m&e m&e) as pat thiniting, whil pidically iwing m&e systpanc (s bx 1 n pag 14).

    9 m&e sl-assssnt tls a aailal : http://www.thglalund.g/n//dcunts/systassssnts/

    Th Glal Fund als cnds a nu data quality assssnt tls. m inatin aut ths tls can und in Sctin 6.1.

    10 m inatin n th 12 cpnnts a unctinal m&e syst a aailal : www.unaids.g/n/dataanalysis/tls/nitingandaluatinguidancandtls/

    11 Nt: This ang ay nt always applical Glal Fund gant ppsals caus it dpnds n th ppsal jctis, gant aunt and pssil m&eunding dstic sucs th patns. In spcic situatins, whn th gant m&e udgt is lss than 5 pcnt, th Pincipal rcipint shulddnstat that sucint unds a aailal th sucs t suppt th gant actiitis and tack utc and ipact and pgaatic sults. This angay xcdd, xapl m&e syst stngthning ppsals ppsals that includ spcic studis, suys, iws/aluatins t asu thutc/ipact th disas cntl HSS instnts.

    12 Glal Fund budgting Guidlins a aailal : www.thglalund.g/dcunts/c/guidlins/C_budgtingInGlalFundGants_Guidlin_n/

    13 F dnitin atial udgt chang, s Paagaph 30 th Glal Fund budgting Guidlins, aailal : www.thglalund.g/dcunts/c/guidlins/C_budgtingInGlalFundGants_Guidlin_n

    http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.theglobalfund.org/WorkArea/DownloadAsset.aspx?id=5292http://www.unaids.org/en/dataanalysis/tools/monitoringandevaluationguidanceandtools/http://www.unaids.org/en/dataanalysis/tools/monitoringandevaluationguidanceandtools/http://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.unaids.org/en/dataanalysis/tools/monitoringandevaluationguidanceandtools/http://www.unaids.org/en/dataanalysis/tools/monitoringandevaluationguidanceandtools/
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    14/35

    14 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    tAblE 5.M&E ge caeges a acves (me eas ae pve Sec 4)

    M&E SdAs descps specc ca aeas

    1. M&ESewasp,gveace aca

    Dlpnt m&e Plan (including dlpnt indicats and wk plan)

    Dlpnt gnal m&e taining atials and guidlins

    Taining n gnal m&e

    m&e sl-assssnt

    m&e cdinatin and anagnt

    estalishnt and unctining m&e tchnical wking gup u

    Inatin dissinatin and cunicatin

    2. repgammacaa ceca epg

    Dlping stngthning utin halth inatin syst (t gulaly captu halthinatin th pulic and nn-pulic sct)

    Stngthning data quality pcdus utin inatin systs

    Stngthning ital gistatin systs

    Dlping stngthning disas suillanc systs

    rcuiting and taining sta utin inatin systs

    enhancing sta skills in data analysis, synthsis and us pulicatin and dissinatin m&e pts

    3. Evaa,sveys,

    sveace,speca ses

    Iplntatin ppulatin and acility suys and cnsuss

    Undtaking iplntatin sach pga aluatin and sct iws

    Cnducting halth syst sach and pidilgical studis

    rcuiting and taining sta pisdic data cllctin systs (suys/cnsuss, sach,aluatins, tc.)

    Stngthning data quality pcdus pisdic data cllctin systs

    Cnducting plicy analysis

    box 1.M&E cy pes

    In 2009 th Glal Fund Sctaiat intducd th m&ecunty pl t systatically tack pgss n m&esyst panc at th cunty ll. Th GlalFund is cuntly dlping cphnsi m&ecunty pls, which will lld ut glally inaly 2012. Ths tls will usd y th Glal FundSctaiat as a chanis t:

    assessM&Ecapacityatthetimeofgrantnegotiationanddeneriskmitigationmeasures;

    support the identication and follow-up of M&Esystemsstrengtheninginterventions;

    measure improvements in theM&E system vis--visfundsinvestment.

    Ce: m&e cunty pls pid dtaildinatin aut th aius aspcts th m&esyst at th halth sct, disas pga (HIv, Tb andalaia), and Pincipal rcipint lls. Th pls allwth syst t assssd with gad t its capacity

    and alignnt with th natinal syst. Futh,th tl tacks pgss in m&e instnts and thiplntatin ky m&e systs stngthningintntins.

    Cmpe pcess: m&e cunty pls acpltd y th Lcal Fund Agnt asd n a iw lant m&e dcunts, in cnsultatin with in-cunty patns.

    tmg: Th m&e syst cunty pl is cpltdduing th ngtiatin nw gants and at Phas 2 /pidic iw.

    ima sag: Th inatin captud in th

    m&e cunty pl is shad with in-cunty patns thlp pgas addss waknsss in th m&e syst.

    Cuntis ay adpt a siila appach t tackiplntatin m&e actiitis and pidically assssm&e syst panc.

    http://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_en
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    15/35

    moNITorING AND evALUATIoN TooLKIT | 15

    4. te M&E pa

    At th ti a gant is signd, th Glal Fund quisth suissin an m&e plan and cstd wkplanthat a alid th st iplntatin phas. Ingnal, Pincipal rcipints shuld suit a singlnatinal m&e plan that is linkd t thi natinal disas halth sct statgy. I lant, th Glal Fundcnds that iplnts qust unding updating dlping a natinal m&e plan in thigant ppsals. Th m&e plan shuld dlpdin cnsultatin with aius stakhlds, includingsunatinal authitis and psntatis ciilscity. Ths stakhlds shuld als gulaly updatth cstd m&e wkplan, and iplnt cntiutt m&e systs stngthning asus.

    In cuntis wh th gnntal andnngnntal ntitis s as Pincipal rcipintsund th sa disas cpnnt (dual-tacknancing), a gant-spcic m&e plan can suittdy th nngnntal ntity. Hw, this planshuld linkd t th natinal plan and cntiut tth natinal m&e syst. Idally, it shuld dnstatcdinatd gnanc aangnts, data fw anddata shaing and hanizd supisin. Th ay ctain cass in which suitting a natinal plan is ntasil, including th llwing:

    for regional multicountry grants. These require

    developingaspecicregionalM&EplanthatisalignedasmuchaspossiblewiththenationalM&Eplansofallthecountriesconcerned.

    whenthenationalM&EplanisnotsucientlydetailedforGlobal Fund requirementsordoes not cover thefull scope of theproposal. In this case, the PrincipalRecipientshouldprepareanannextothenationalM&EplantoprovidethemissinginformationordevelopaseparatedocumentthatisconsistentwiththenationalM&Eplan.Wheneverrelevant,theGlobalFundandthePrincipalRecipientwillagreeonatimelinetoproduceanupdatedversionofthenationalM&Eplanthatfullycoversthescopeofactivitiessupportedbythenational

    programandtheGlobalFund.whenthecountrydoesnothaveanationalM&Eplanandtheprocessofdevelopingonewilltakelongerthanthegrantnegotiationperiod.Inthiscase,aprovisionaldocumentcanbedrawnupandupdatedorreplacedoncethenationalM&Eplanisdeveloped.

    Th Glal Fund and patns can tls andsucs t suppt th dlpnt a natinalm&e plan and cstd wkplan.14 Th at andstuctu th m&e plan a disctinay, ut thPincipal rcipint shuld nsu that th cpnntsutlind in th m&e plan guidlins a includd.

    Ths includ th llwing ight sctins:

    1. M&E coordination

    multipl stakhlds a tn inld in anaging,iplnting, using m&e systs. This sctin thm&e plan shuld dsci th cdinatin chaniss,including anagnt stuctus, l patns, andm&e iw/llw-up chaniss. m&e patnshipsin th cunty, such as tchnical wking gups, shuldals dscid in this sctin, including thi unctinand cpsitin. Th alignnt and hanizatin indicats and pting pids/schduls shuld als includd.

    2. Indicator measurement framework

    Th m&e plan shuld includ a tal psnting allindicats which data a cllctd (y th natinaldisas pga y th Pincipal rcipint, dpndingn th typ m&e plan psntd t th Glal Fund).F ach indicat includd in this indicat awk,th llwing inatin shuld pidd:

    indicatordenition;

    baselinevalueswithdatesandrelevantsourceofdata(e.g.the2006ReportfromMinistryofHealth(DH2007);

    targetsset,accordingtofrequencyofmeasurement;

    data collectionmethod for the indicator (e.g. healthinformation system, program monitoring, sentinelsurveillance,population-basedsurveysorfacility-based

    surveys,mortalityregistrationorcommunityregisters); frequencyof datacollection (e.g.monthly,quarterly,annually);

    personoragency responsiblefor datacollectionandreporting(ifanagency,specifyrelevantunit).

    Th indicats includd in th panc awkshuld alignd with th indicat awkcntaind in th m&e plan. Nt, hw, that thindicat awk shuld cntain all indicats which data a cllctd y th natinal disaspga, whil th panc awk cntainsnly a slctin ths indicats. Hw, in

    xcptinal situatins wh Pincipal rcipint-spcicm&e plans a suittd, th indicat awk aynly captu indicats in th panc awk.

    3. Routine data collection

    Th m&e plan shuld includ inatin n hw thcunty will cllct data ach indicat in a tilyann, including a dsciptin ach th llwingcpnnts:

    routinedata (output indicators)thatwillbe collectedand reported routinely from service delivery points(including public health facilities, private health

    facilitiesandcommunitylevel)andotherintermediatelevelstothenationallevel;

    datacollectionandreportingtools(forcapturingandreporting data from public health facilities, private

    14 Futh inatin, including an m&e plan tplat, is aailal : http://www.thglalund.g/n//dcunts/planguidlins/#guidlins

    http://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_enhttp://www.theglobalfund.org/documents/core/guidelines/Core_BudgetingInGlobalFundGrants_Guideline_en
  • 8/2/2019 ME Monitoring Evaluation Toolkit En

    16/35

    16 | PArT 1: thE GlobAl Fund M&E rEquirEMEntS

    healthfacilitiesandcommunitylevel);

    reportingfrequencyandtimeline;and

    informationandreportowandfeedbackmechanisms,

    includingaschematicmapofreportowfrompublichealth facilities, private health facilities and thecommunityleveltothecentrallevel.

    4. Data management

    This sctin shuld utlin hw data and pts aanagd at cntal and su-natinal lls (includingdata cllctin, stag, pcssing and analysis). Thsctin shuld dsci th inastuctu and acilitisaailal data anagnt, including any stwa lctnic systs ing usd plannd.

    5. Data quality assurance mechanisms

    Th m&e plan shuld dsci th syst ppsd tnsu th quality th data cllctd and ptd.This sctin shuld includ:

    descriptions of the mechanisms and tools to beemployedforassessingqualityofdata;and

    frequency and schedule of data verication processes(including schedules for periodic data verication ofselectedsitesaswellasforroutinesupportivesupervision).

    6. Program review, evaluation and surveys

    Pga iws, aluatins and suys a iptant dtining a pgas all panc, cst-

    ctinss and ipact. Appd gants shuldudgt pga iws and/ aluatins tpid data pidic iws. F inatinn th us aluatin and suys in th pidiciw pcss, s Sctin 8.

    This sctin th m&e plan shuld dsci xistingpactics, gaps and plans schduls cnductingpga iws, aluatins and suys.

    Pga iws and aluatins:

    Describe the schedules/plans for conducting programreviews.Specifythefrequencyofprogramreviewsateach

    levelofthehealthsystem(national,regionalanddistrict).Specically, provide thetimelines fornational programreviews(includingtimelinesforJointAnnualReviews).

    Describetheschedulesforperiodicprogramevaluation.

    Describethekeyevaluativequestionstobeanswered,andtheproposedmethodologiestobeemployedforscheduledprogramreviewsandevaluations.

    Dierentiatebetweenexternalindependentevaluations/reviewsandroutine/specicinternalevaluationsledbythenationalprogramunitandpartners.

    Ensure that budgets are allocated for conductingprogram reviews and evaluations (where resource

    gapsareobserved,thisneedstobedescribed).

    Suys and suillanc:

    Describethemajorsurveysconductedinthecountryinthepastveyears.

    Describe schedules of the surveys planned to beconducted during the lifespan of the M&E plan(population-basedorheathfacility-basedsurveys).

    Describeaboutthesurveillanceschedules. Ensure thatbudgetsareallocatedfor conductingthesurveys(whereresourcegapsareobserved, thisneedstobedescribed).

    Theindicatorframeworkshouldshowwhichindicatorsarereportedonusingdatafromthesesurveys.

    rsach and spcial studis:

    Describe the operations/implementation research tobeconductedduringthetimelinecoveredbytheM&Eplan.

    Describe special studies tobe conducted during the