• Monitoring and Evaluation Guidelines and Tools

    This section of the website contains information, guidelines and tools to support monitoring and evaluation of Global Fund grants.

    • M&E Toolkit – To support the monitoring and evaluation of programs, a toolkit has been developed by a wide range of institutions. The purpose of the toolkit is primarily to provide in one place the list of core indicators, definitions and measurement methods. The toolkit also provides general guidance on M&E system strengthening, performance-based funding, as well as references to key materials and resources.
    • M&E system self-assessments – A periodic M&E self-assessment (preferably every two to three years) of the national monitoring and evaluation systems is generally recommended to review the implementation status of the (national) monitoring and evaluation plan, to identify weaknesses and to build on existing efforts. This section of the website contains an overview of recommended M&E system strengthening assessment tools.
    • M&E plan – The Global Fund requires a (national) monitoring and evaluation plan at the time of grant signing. The M&E plan is an essential document for a country which contains detailed information with regards to indicators, data management, data quality assurance, evaluations, M&E coordination, capacity building for M&E and an M&E budget/work plan. This section contains a guideline for developing or updating an M&E plan.
    • M&E System Country Profile Tool – The Global Fund has developed the M&E system country profile tool as a mechanism for capturing comprehensive and strategic information on country and disease M&E systems, at the time of new grant negotiation (PR assessment) and during phase II/periodic review. This section of the website provides some background on the  M&E system country profile tool and contains the link to the Excel-Based tool. It also provides a link to the accompanying LFA guidelines which provide detailed description of the tool and the steps for completing the tool and sharing results.
    • Performance Frameworks – The performance framework contains the goals, objectives, indicators and targets of the Global Fund grant. It forms part of the grant agreement and is the legal statement of the performance expected over the lifetime of the grant. This section contains various performance framework templates and guidance on how to develop high quality performance frameworks.
    • Data quality – The Global Fund and partners have developed a number of data quality tools. These include 1) the On-Site Data Verification (OSDV) tool used by the LFA to conduct on a yearly basis a data verification for each grant. 2) the Data Quality Audit (DQA) tool used by independent institutions contracted by the Global Fund to conduct in-depth data audit on selected grants (10 to 20 grants per year globally). And 3) the Routine Data Quality Assessment (RDQA) tool that implementers can use for their own internal data quality assurance.
    • Quality of Services ��� The Global Fund performance-based funding model includes measures to assess and improve quality of services at country level, and to continuously build country capacity in establishing and using quality improvement as an integral part of program implementation. The Rapid Service Quality Assessment (RSQA) is the standard method for routine assessment of quality of services during grant implementation. This section contains guidelines, tools and templates for conducing the RSQA.
    • Operations Research – Operations research produces knowledge with a practical application which can improve program implementation. This section contains a framework for operations and implementation research in health and disease control programs which is a useful tool for program implementers, policymakers, researchers and others to identify the steps needed to formulate research questions, conduct operational research and, ultimately, use the findings to improve health programs.
    • Partner resources – The Global Fund works in close cooperation with a number of international partner organizations. This section contains an overview of useful M&E resources from partners.