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MODULE 4

GLOBAL FUND GRANT CONSOLIDATION WORKSHOP DATE. MODULE 4. CONSOLIDATING PERFORMANCE FRAMEWORKS AND M&E PLANS. MODULE OVERVIEW. SESSION I : Steps in consolidating Performance Frameworks SESSION II : Setting Periodic Review cycles SESSION III : Areas to update in M&E plan

melvin-franks
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MODULE 4

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  1. GLOBAL FUND GRANT CONSOLIDATION WORKSHOP DATE MODULE 4 CONSOLIDATING PERFORMANCE FRAMEWORKS AND M&E PLANS

  2. MODULE OVERVIEW SESSION I: Steps in consolidating Performance Frameworks SESSION II: Setting Periodic Review cycles SESSION III: Areas to update in M&E plan SESSION IV: Group Work

  3. SESSION I: Steps in Developing a consolidated PF (CPF)

  4. Step 1: Defining PF duration & periodic review dates • Discuss options for alignment with national cycles • National fiscal cycle; reporting cycles; review cycles • Define start date • Define duration of the PF • 12-36 months • Consider flexibilities in initial implementation period that may be needed to align with national cycles or other factors. • Agree on Periodic Review date • At least 6m before end of 3 year cycles; if shorter cycles, first review might be 3 m or less before period end

  5. Step 2: Aligning reporting periods between existing grants Provide any additional clarifications in the comments section Align reporting periods between existing grants Insert reporting periods Source: Consolidated PF Template Instructionshttp://www.theglobalfund.org/documents/me

  6. Step 3: Harmonizing goals, objectives, SDA and activities • Line up, combine and adjust goals and objectives • Merge and rationalize activities • Ensure approved activities from EXISTING grants are KEPT • Identify gaps in activities and coverage • Add and reorganize activities Step 4: Updating baselines • Choose updated / latest available baselines • Sources of baselines include latest proposal, surveys, reviews etc • Indicate source

  7. Step 5: Consolidating impact and outcome indicators and targets • Line up indicators by objective and level of measurement (output, outcome or impact) • Streamlineby determining relevance of the proposed indicator vis-à-vis proposal goals and objectives • Ensure consistency of targetswith targets in grant/ NSP, latest results reported by PR and new epidemiological or other evidence

  8. Impact and outcome indicators Section filled out automatically Insert the calendar year Insert latest available baseline data Insert targets and reporting due dates Align indicators

  9. Step 6: Prioritize, select and consolidate key programmatic indicators • Prioritize, select & consolidate key programmatic indicators • Decide whether and which to combine • At least 15, no more than 20 • Ensure important programmatic indicators are not dropped - process indicators can be removed to reduce the number if necessary • Adjust duplication and consolidate targets • Target setting and target accumulation • Ensure consistency of targets with targets in grant/NSP, latest results reported by PR and other new epidemiological evidence

  10. Programmatic indicators: when to combine? As a general rule indicators that have a different numerator or denominator should not be combined in the template but listed separately. Example: indicators that should be combined: Example: indicators that should be listed separately:

  11. Programmatic indicators: ‘consolidating cumulative annually with non-cumulative indicators’ Ensure that indicators that are cumulated differently are consolidated correctly

  12. Programmatic indicators: ‘consolidating annual cumulative and cumulative over program term indicators’ Cumulative annually It is recommended to make use of “annual cumulative” and “not cumulative” indicators but not to include “cumulative over the program term” indicators

  13. Programmatic indicators: ‘tied to’ • Indicators can be tied to: • National Program • Current grant • GF when national target subset is funded by >1 GF grant • GF & Other donors when more than GF contribute Example: shifting to national targets When reporting on national targets specify the contributions of the GF and other donors in the comments section of the framework.

  14. Step 7: Complete CPF template and update M&E plan • Should be submitted by PR • If national M&E Plan level of detail not at par with GF requirements, PR to submit additional info as annexure to M&E plan • Where there is no national M&E plan: • Develop one if process will be shorter than grant negotiation phase, OR • Submit M&E plan for consolidated grant as a provisional document pending conclusion of the national plan

  15. Potential challenges with the cpf • Identifying a priority small set of indicators(<20) • Target accumulationand dealing with targets that cumulate differently • Overlapping targetse.g. targets in one grant are a sub-set of the other • Setting targets for uncommitted Phase 2 grants • Completing the ‘tied to’ section of the CPF

  16. Key messages - the consolidated pf • The PF should measure all key activities of the grant • Provide sufficient detail in the PF in the comments section • The PF should maintain approved targets from existing grants • Ensure M&E systems are in place to measure/report on the indicators • Ensure sufficient funds for M&E are available Contact FPM for additional guidance if needed

  17. Review of 24 months of performance Review of 36 months of performance SESSION II: Setting Periodic Review cyclesPeriodic Review: Timing and Duration

  18. PeriodicReview • Maintains core aspects of current Phase 2 review • Programmatic and financial evaluation at individual grant level • Informs future funding commitments for each PR • CCM request with assessment by the LFA • Additional aspects for new Periodic Review • Reviews all PRs in a disease area at the same time • Review dates correspond with in-country review processes • More holistic assessment of program performance and impact and comprehensive funding decisions

  19. 1- SERVICE DELIVERY • Output Results Vs. Targets • Quality of Data • Quality of Services • 2- PROPOSAL GOALS • Impact Results Vs. Targets (+ evaluation) • Coverage and Outcome of Key Interventions ENHANCED • 3- MANAGEMENT • Monitoring and Evaluation • Pharmaceutical and Health products management • Institutional and Programmatic arrangements • Financial management and systems 4- EFFECTIVENESS(Equity, Value for Money, Aid Effectiveness) NEW 5- EXTERNAL CONTEXTUAL FACTORS(Legal, Political, ‘Force Majeure’, etc.) NEW Periodic Review Assessment Framework: 5 Dimensions

  20. Periodic Review: Expected Benefits • 1 Consolidated request per disease vs. multiple requests • Longer commitment period up to 3 years • Review date decided with country in line with country cycles • CCM oversight role strengthened: can adjust implementation arrangements at time of review • Greater potential to adapt the grant in the next implementation periodto updated priorities and scale up needs • Possibility to accelerate strong performing grants; • Stronger potential for reprogramming

  21. SESSION III: Areas to update in M&E plan: ACTIVITY OBJECTIVES By the end of the activity participants should be able to… • Identify the key areas of an M&E plan that require review following consolidation. The M&E plan: key concepts • Essential document -provides the background information for the indicators included in the Performance Framework • Describes how the M&E system should be run • Should be accompanied by an annual costed work plan

  22. Key content of the M&E plan • Indicator definitions and measurement • Data collection, analysis and reporting • Dealing with evaluations, reviews, surveys, surveillance and special studies • DQA and support supervision • M&E coordination • Capacity building • M&E budget and work plan • Annexure to include: • M&E framework • Indicator references

  23. Linkages between the M&E plan, M&E systems and M&E use

  24. Submission of M&E plan By PR before grant signing. • Submit the National M&E Plan (disease specific; covering all diseases; or as part of national health M&E plan) • Should ideally cover the entire life of the grant - at least the first two years • Should clearly describe whether a quality M&E system is in place or will be established, to measure at a minimum all the PF indicators • No specific format- but certain key elements must be included…

  25. M&E: take home messages • National M&E plan should cover the interventions of the consolidated grants • M&E plans should be updated to include any new SR reporting formats, procedures and schedule • Focus is on medium and long-term results i.e. impact and outcome indicators. • Refer as much as possible to the list of top ten indicators and the partners (Global Fund, UNAIDS, WB, CDC M&E toolkit.) • FPM can provide guidance on key issues if needed

  26. SESSION IV: GROUP EXERCISES • GE A: Choosing Indicators (Tanzania) • GE B: Consolidating Indicators and Targets (TGF exercise) • Completing the new CPF • Updating the M&E plan

  27. Useful Resources • GF: M&E Toolkit • GF: Completing consolidated performance frameworks • GF: Guidelines on M&E Plans • GF: Completing the Performance Framework • GF: Top 10 Indicators Further information available from: • The GLOBAL FUND webpage: For communications, guidance materials & more www.theglobalfund.org/en/policies/ For further questions: • FPMs • Architecture inbox: ARCinbox@theglobalfund.org

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