Technical Evaluation Reference Group

2017 Strategic Review

The results of the Technical Evaluation Reference Group’s Strategic Review 2015, along with its other evaluations, informed the development of the Global Fund Strategy 2017-2022. Following on, in 2017, the TERG conducted another strategic review to:

  1. Look back: Review progress in delivering the Global Fund Strategy 2012-2016
  2. Look forward: Assess the Global Fund’s readiness to implement the new Strategy 2017-2022

The TERG presented this completed Strategic Review 2017 to the Global Fund Board in November 2017. The final report will be available for download on this page in 2018.

Objectives and methods

The Strategic Review 2017 had two objectives, each with a set of sub-objectives:

  1. Review progress in delivering the Global Fund Strategy 2012-2016
    • Review the Global Fund responses to recommendations from the Strategic Review 2015 and subsequent TERG thematic reviews
    • Assess what has changed over the last two years
  2. Assess the Global Fund’s readiness to implement the new Strategy 2017-2022
    • Assess the readiness of the Global Fund to implement the new strategy
    • Make recommendations to facilitate strategy implementation
    • Identify areas for further examination

The sub-objectives were further grouped into three clusters:

  1. Strategy translation and readiness for implementation
  2. Country partnerships and sustainability
  3. Measurement and accountability

The review included:

  • A document review
  • Key informant interviews
  • Country case studies

Main conclusions

The Strategic Review 2017 came to a number of overall conclusions based on its findings. Summarized key conclusions include:

  • “The vast majority of recommendations generated from Strategic Review 2015 and subsequent TERG and other reviews have been addressed”, such as those pertaining to strategic direction, differentiation, allocation, market shaping, and strengthening health systems.
  • Recommendations on differentiated processes, especially in relation to funding applications and grant-making, have been successfully implemented by the Secretariat:
    • “Processes are now streamlined in a significant portion of country portfolios.”
    • These streamlined processes are “highly likely to significantly reduce transaction costs for countries [and] the Secretariat.”
    • However, “monitoring and course correcting the ongoing implementation of differentiation measures and policies” are strongly recommended at this stage.
  • “The Global Fund is well prepared to implement the 2017-2022 Strategy.”
  • Given the rapidly changing setting of global aid, it is essential to ensure the Global Fund be well positioned as a relevant and value-adding global health initiative for the next Replenishment and beyond 2023.


In order to highlight the level of urgency as well as the kind of actions the Global Fund is recommended to undertake, the strategic review team organized its recommendations into three categories. The TERG endorsed the recommendations, with minor modifications:

Continue and embed Monitor and course correct Act now
Embed the process of strategic implementation further Ensure short-term activities are aligned with achieving impact Undertake a thorough review of “country ownership” to develop a better defined and flexible framework for operationalizing Global Fund policies and principles in this regard
Continue to drive toward prioritization for impact Monitor and course correct measures and policies on differentiation Strengthen collaboration with technical and development partners on key issues: human rights, key population and gender
Continue to operationalize policies and guidance related to sustainability, transition and co-financing; promote country ownership of these Take stock of risk management processes Ensure the Accelerated Integration Management project delivers
Continue to focus on working with technical and development partners with a clear focus on long-term impact and accountability for results Further clarify to countries the intended focus of investments in resilient and sustainable systems for health
Continue to focus on integrating human rights and gender issues into country programs* Monitor and review the impact of catalytic funding
Where practical, embed “modelling for impact and efficiency” in national decision-making processes Ensure the Global Fund is well position as relevant and value-adding for the next Replenishment and beyond

*The TERG additionally prioritized this recommendation.