Monitoring & Evaluation

Strengthening Monitoring and Evaluation

Monitoring and evaluation are a critical part of the implementation of grants, and are necessary in order to impact AIDS, TB and malaria and support sustainable health systems. There are a number of ways in which monitoring and evaluation systems can be made more robust, including:

  • Data and program quality assessment
  • System assessments
  • Program review

Data and Program Quality

We will shortly be publishing our revised approach to data and program quality.

System Assessments

Strengthening a national monitoring and evaluation system begins with an assessment of the existing system. This is carried out by countries themselves and ideally should be done every two to three years.

System assessments serve to:

  • Determine the status of the implementation of the national monitoring and evaluation plan
  • Identify any weaknesses in the monitoring and evaluation system
  • Build on and strengthen existing monitoring and evaluation efforts

Based on the results of the system assessment, countries will then be able to develop a costed monitoring and evaluation plan, implement it, and follow up on the implementation process.

There are a number of tools available to help countries carry out an assessment of their national monitoring and evaluation systems.

Program component Description Available documents


For countries that are planning implementation of an HIV M&E assessment, it is recommended to use the UNAIDS 12-component assessment tool. This tool has been developed by UNAIDS in collaboration with partners, including the Global Fund. It has been piloted in three countries, validated by the HIV Monitoring and Evaluation Reference Group (MERG) and is recommended by UNAIDS for the assessment of the HIV M&E system.

External links to Global HIV M&E Information web site (right click and "save as" in case you experience problems):


The monitoring and evaluation self-assessment tool developed by the Global Fund and partners enables countries to conduct a comprehensive assessment of the M&E system in the country. Malaria and Tuberculosis programs are recommended to use this tool in order to assess their M&E system.


Conducting an M&E systems strengthening assessment is not required for HSS grants. However for HSS programs that focus on strengthening the national health information system the Global Fund recommends the Health Matrix Network assessment tool for system strengthening. The Tool examines the integral components of a health information system and provides information on how to determine key areas of focus.

External links to the World Health Organization web site (right click and "save as" in case you experience problems):

The results of the system-assessment can then support the inclusion of system strengthening activities in the monitoring and evaluation plan and be supported with funding from a Global Fund grant.

Program Reviews

A program review is a periodic assessment of an ongoing health or disease control program. They are a key element of monitoring and evaluation efforts at the program level and will include such questions as:

  • Are the right things being done?
  • Are they being done in the right way?
  • Are they being done on a large enough scale?
  • Are the right people being reached?
  • Is the program making a difference?

Program reviews provide decision-makers an opportunity to evaluate program performance against the priorities identified in the strategic plans, review lessons learned, identify areas for further improvement and inform planning and future implementation.

An epidemiological and impact analysis should form an integral part of any program review. It also forms a core piece of information in the development of the national health or disease strategy and informs the country’s funding request to the Global Fund. This analysis allows decision-makers to assess whether proposed interventions are likely to have the desired impact, and also to identify and fill programmatic gaps that may exist in the national disease plan.

Working together, the Global Fund and the World Health Organization developed some guidelines for program reviews and impact analysis.

  • Guidance note: Version 3.4 Epidemiological and Impact Analysis
    download in English