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Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves, Dr. Reshma Trasi Date: March 7, 2014
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Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

Mar 31, 2015

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Page 1: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

Stronger health systems. Greater health impact.

Proximal, Distal and Everything In Between:

Measuring Organizational CapacityPresenter: Stephanie Calves, Dr. Reshma TrasiDate: March 7, 2014

Page 2: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

2Management Sciences for Health

Agenda

• Guiding principles and frameworks • Standardized organizational capacity assessment• Benchmarking • 5 steps for measuring organizational capacity

Page 3: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

3Management Sciences for Health

Is Capacity Building = the 500lb elephant with the blind men?

Page 4: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

4Management Sciences for Health

Click to edit Master title style

First, some guiding principles…

Page 5: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

5Management Sciences for Health

Principles for Measuring Capacity Development: The 7 Cs

Centrality

Complexity

Contextuality

Compre-hensiveness

Collaboration

Causality

Continuum

Page 6: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

6Management Sciences for Health

Click to edit Master title style

Multiple frameworks exist!

Page 7: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

7Management Sciences for Health

PEPFAR Framework

Page 8: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

8Management Sciences for Health

World Bank Framework

Page 9: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

9Management Sciences for Health

The Capabilities Framework

Page 10: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

10Management Sciences for Health

The Human and Institutional Capacity Development Framework

Page 11: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

11Management Sciences for Health

Capacity Development Cycle: Cyclical Process for Building Strong and Sustainable Organizations

ENGAGE

ASSESS

FORMULATEIMPLEMENT

EVALUATE

ENGAGE

ASSESS

FORMULATEIMPLEMENT

EVALUATE

ENGAGE

ASSESS

FORMIILATEIMPLEMENT

EVALUATE

Organizational CapacityWeak Strong

Org

aniz

atio

nal

Mat

uri

ty

Partner Lead, with External mentorshipExternally Lead and Supported

Sustainable Organization

Page 12: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

12Management Sciences for Health

The Seed-to-Tree Growth Model

Page 13: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

13Management Sciences for Health

…So, does this mean we need a standardized instrument

to measure capacity change over time?

…we’re glad you asked!

Page 14: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

14Management Sciences for Health

Agenda

• Guiding principles and frameworks • Standardized organizational capacity assessment• Benchmarking• 5 steps for measuring organizational capacity

Page 15: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

15Management Sciences for Health

MSH’s Standard Organizational Capacity Domains1. Governance and Leadership2. Resource Mobilization3. Financial Management and Operations4. Human Resource Management5. Grants and sub-grants Management6. Project/Program Management7. M&E, Communications, and Knowledge Management

Government 8. Coordination and Collaboration9. Service deliveryCSOs 10. Advocacy, Networking, and Alliance Building11. Service Delivery and Quality Assurance

Page 16: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

16Management Sciences for Health

Standard application and delivery

Facilitation Pre-assessment: Alignment Meeting and

Stakeholder Engagement Pre-assessment: Orientation of Internal and

External Facilitators Assessment and Consensus Building Reporting Development of a capacity development plan Coaching and mentoring Repeat organizational capacity assessment

Page 17: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

17Management Sciences for Health

Agenda

• Guiding principles and frameworks • Standardized organizational capacity assessment• Benchmarking• 5 steps for measuring organizational capacity

Page 18: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

18Management Sciences for Health

What are Capacity Benchmarks?

Benchmark Definition: A standard or point of reference against which things may be compared or assessed.

Outcomes and/or outputs which reflect capacity, leadership, management, and accountability for functions within the organization.

Benchmarks should be linked to the M&E Plan.

Capacity Development Plan activities should aim to achieve the benchmarks. Not necessarily a 1-1 relationship

Page 19: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

19Management Sciences for Health

Benchmarking Logic Model - Example

OWNERSHIP BENCHMARKS

TRANSITION OUTCOME

BENCHMARK

INDICATOR

INDICATOR

INDICATOR

BENCHMARK

INDICATOR

INDICATOR

INDICATOR

INDICATORSTransition

Outcome

ACTIVITIES

ACTIVITIES

Page 20: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

20Management Sciences for Health

Benchmarking Logic Model

OwnershipBenchmarks

CHMT manages an effective QI

program through direct

oversight of clinical sites

All QI trainings in district are led by

CHMT Trainers

% of CHMTs with qualified QI trainers

% of QI trainings led by CHMT Trainers

% of QI officers completing QI recertification after 2 years

CHMTs conduct DQAs on QI Data

in Districts

% of CHMTs QI staff trained in DQAs

% of Districts where CHMT conducted DQA during the year

% of districts with 3 consecutive years of annual DQAs conducted by CHMT

Indicators

1. TOT on QI for CHMT Trainers

2. Mentor and evaluate trainers

1. Develop DQA process2. Train CHMT point

persons on process3. Mentorship during

DQA implementation

Transition

Outcome

Activities

Page 21: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

21Management Sciences for Health

Agenda

• Guiding principles and frameworks • Standardizing organizational capacity

assessment: experience from 5 countries• Benchmarking: experience from Afghanistan• 5 steps for measuring organizational capacity

Page 22: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

22Management Sciences for Health

5 Steps to developing an M&E plan

1. What change do you want to measure? Logic Model Input, process, output, outcome measures

­ Skills, behaviors, competencies­ Application of skills, behaviors, competencies­ Organizational performance ­ Service delivery improvements

Benchmarks/milestones Centrality of the organization’s desired outcomes

2. How do you want to measure change? Standard instrument, applied uniformly Mixed methods

Page 23: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

23Management Sciences for Health

5 Steps to developing an M&E plan

3. How often? For how long? Sustainable performance

4. How will the data be analyzed and used? Automation for immediate sharing and use

5. Review. Refine. Revise. Standardize.

Page 24: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

24Management Sciences for Health

Examples of Automation: Instant Results and Analysis

Governance

Planning & Resource Mobilisation

Financial Planning & Management

Grants Management

Human Resource Management

Communication

Project Management

Monitoring & Evaluation

4

3

4

4

3

3

3

3

Page 25: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

25Management Sciences for Health

Agenda

Guiding principles and frameworks Standardizing organizational capacity assessment:

experience from 5 countriesBenchmarking: experience from Afghanistan5 steps for measuring organizational capacity

Page 26: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

26Management Sciences for Health

Stronger health systems. Greater health impact.

Page 27: Stronger health systems. Greater health impact. Proximal, Distal and Everything In Between: Measuring Organizational Capacity Presenter: Stephanie Calves,

The Closing Session will begin at4pm in the Grand Ballroom.

Closing remarks will be followed bya 30-minute social gathering

(refreshments will be served). Comemeet new people and discuss the

highlights of the day!

Please fill out an evaluation by going

to this session’s page on your mobile app OR by filling out a paper evaluation in the back of the

room.

Thank you!