Phase 2 introduction

1
The Five-Year Evaluation of the Global
Fund Global Fund Partnership Forum 3rd July
2006
2
Foundations of the Five-Year Evaluation
The Board approved ME Strategy calls for

• a first major evaluation of the Funds overall
  performance against its goals and principles
  after at least one full grant funding cycle has
  been completed (after five years)

3
Global Fund ME Framework
The Five-Year Evaluation will address all levels
of the Global Fund Monitoring Evaluation
Framework
Impact
System effects
Grant performance
Operational performance
4

• The quality and usefulness of the Five-Year
  Evaluation will depend on clarity of focus and a
  strong sense of priority

5
Overarching Questions guiding theFive-Year
Evaluation
1. Organizational Efficiency

• Does the Global Fund as an organization perform
  efficiently against the principles of
• Acting as a financial instrument rather than
  implementation agency?
• Furthering country ownership leading to
  sustainable programs?

• 2. Partner Environment

How effective and efficient is the Global Fund
partnership system in supporting HIV, TB and
malaria programs?
3. Impact
What is the Global Funds contribution to
reducing the burden of the three diseases?
6
The Global Fund is a learning organization

• No other organization has been able to benefit
  from (or has been exposed to) a similar density
  of external evaluations
• More than 50 evaluations performed to date
  (available on the Global Fund web site)
• The Global Fund is working in a changing
  environment (3-Ones, GTT, major bilateral
  programs)
• The Global Fund is a learning organization
• Evaluation and Strategy development two sides of
  the same coin

7
Approach to the 5-Year Evaluation

• Five-Year Evaluation follows a phased incremental
  approach producing intermediate results
• The series of studies concludes with two
  comprehensive synthesis reports
• November 2007 Global Fund organizational
  efficiency and the partner environment
• November 2008 final concluding report on disease
  impact (impact to be measured after grants reach
  full 5-year term)

8
Priority studies underway
The TERG has coordinated a series of studies on
specific issues (e.g CCM, proposal development
and review processes) and has made concrete
recommendations to the Board and the Secretariat.
In preparation of the 5-Year Evaluation, the TERG
has now initiated three priority studies

• 1. To confirm the framework, identify critical
  themes and sub-questions
• 360o Stakeholder Review
• 2. To inform the strategy development process
• Portfolio Review (Funding the right things?)
• Preparing for Impact Measurement

9
Five-Year Evaluation Timeline
Develop full package of studies
Staged implementation of studies
Initial studies informing strategy development

• 360o Stakeholder Review
• Portfolio Review funding the right things
• Assessment of information base to measure impact

10
Thank you on behalf of the TERG

• KORTE Rolf
• Chair TERG
• Institute of Hygiene, Faculty of Medicine, Justus
  Liebig
• University, Giessen, Germany
• rolf.korte_at_swiftkenya.com
• LEKE Rose
• Vice-Chair TERG
• Professor, Faculty of Medicine and Biomedical
  Sciences
• University of Yaounde 1
• roseleke_at_yahoo.com
• MASSIAH Ernest
• Senior Social Development Specialist
• Inter. American Development Bank
• ernestm_at_iadb.org
• PESCHI Loretta
• Senior Consultant, Co-ordinator of the Italian
  NGOs Network for

• BARR David
• Senior Philanthropic Advisor, Tides Foundation
  USA
• d.barr_at_earthlink.net
• BERTOZZI Stefano
• Director of Health Economics Policy
• Visiting Professor for Economics Research and
  Education
• Instituto Nacional de Salud Publica Mexico
• bertozzi_at_alum.mit.edu
• BOERMA Ties
• Director, Measurement and Health Information
  Systems,
• World Health Organization
• boermat_at_who.int
• UL HAQ Bashir
• Technical Director,
• SoSec Consulting Services, Islamabad, Pakistan
• BUH02_at_hotmail.com

Ex officio Members BROEKMANS Jaap F. DE LAY
Paul Executive Director, KNCV Tuberculosis
Foundation Director, Monitoring
Evaluation Royal Netherlands TB
Association UNAIDS broekmansJ_at_KNCVTBC.nl delayp_at_UN
AIDS.org NAHLEN Bernard PEDRAZA
Jairo Chairperson, Monitoring and Evaluation
Reference Group Vice Chair, Policy Strategy
Committee Roll Back Malaria Partnership jpgfna_at_aol
.com Bernard.Nahlen_at_theglobalfund.org