• The Five-Year Evaluation

    January 2010

    Under the oversight of the TERG, the Five-Year Evaluation [ PDF - 133 KBEnglishEspañolFrançais ] was a major effort to review the functioning and performance of the Global Fund as an institution and a partnership, and to identify areas of strength and weakness that would lead to improving day-to-day operations. The three overarching questions that guided the structure of the evaluation are outlined below. One of the most unique aspects of this evaluation was its attempt to measure impact – that is, to assess the reduction in the burden of HIV, TB and malaria associated with the collective scale-up of prevention and treatment activities by all partners.

    Study Area 1 of the Five-Year Evaluation was completed in November 2007 and examined the organizational efficiency and effectiveness of the Global Fund, its progress to date and critical areas for improvement. Study Area 2, which examined the Global Fund’s partner environment in 16 countries and at the global level was presented to the Board in November 2008. Study Area 3, the Health Impact Evaluation, involved the examination of the collective impact on the burden of AIDS, TB and malaria in 18 countries, and was the most extensive component of the Five-Year Evaluation. The Synthesis Report comprised the final deliverable of the Five-Year Evaluation and provided essential analytical linkages across all three study areas along with a synthesis of findings and recommendations. The final reports on Study Area 3 and the Synthesis Report were presented to the Global Fund Board in May 2009. Each element of the evaluation was designed to generate actionable findings and the Global Fund is committed to learn from and make concrete improvements based on these findings.

    The TERG initiated an objective and collaborative process for the selection of countries to be studied under the Five-Year Evaluation. A total of 16 countries was selected for inclusion in Study Area 2, which focused on the Global Fund partnership environment. A set of 20 countries was selected for study under Study Area 3 Impact Evaluation, with 8 countries engaging in an in-depth analysis including primary data collection and 12 countries where impact analysis was based on secondary data. Country representatives and technical partners met at the Partners in Impact Forum in March 2007 to present and discuss country impact evaluation plans.

    The following important background documents are available to download:

    • Evaluation Brief describing the Five-Year Evaluation
      download [ PDF - 133 KBEnglishEspañolFrançais ]
    • Five-Year Evaluation Technical Background Document which guided the design and of the evaluation
      download [ PDF - 3 MBEnglish ]
    • TERG Framework Document on the Scale & Scope of the Five-Year Evaluation as presented to the Global Fund Board at its 14th Board Meeting
      download [ PDF - 203 KBEnglish ]
    • List of 25 countries participating in the Five-Year Evaluation
      download [ PPT - 58 KBEnglish ]
    • Country Selection Process
      download [ PDF - 262 KBEnglish ]
    • Summary Inception Report for Study Areas 1 & 2 – Global Fund Efficiency and Partnership Environment
      download [ PDF - 194 KBEnglish ]
    • Inception Report for Study Area 3 – Health Impact
      download [ PDF - 1 MBEnglish ]

    Key studies that have been completed include:


    Overarching Questions for Five-Year Evaluation

    Study Area 1: Organizational Efficiency

    Does the Global Fund as an organization (Board, Secretariat, TRP, LFAs) through both its policies and operations, reflect the core principles, including:

    1. Acting as a financial instrument rather than implementation agency; and
    2. Furthering country ownership?

    In fulfilling these principles, does the Global Fund as an organization perform in an efficient and effective manner?

    Study Area 2: Partnership Environment

    How effective and efficient is the Global Fund partnership system (1) in supporting HIV, malaria, and TB programs at the global and country level?

    Study Area 3: Health Impact

    What is the Global Fund’s contribution to reducing the burden of the three diseases? What has been the overall reduction on the burden of the three diseases?