CEGAA-OSI EE PARTNERS WORKSHOP Teresa Guthrie March 2009 Report preparation - structure, techniques, quality, referencing

1. Report structure 2. Techniques 3. Quality control 4. Referencing Overview of Presentation

Generic Report Outline Contents Abbreviations Acknowledgements Authors/ Research Team members Executive Summary (not more than 2pages) Brief problem, objectives, findings, conclusions, recommendations

CHAPTER ONE ~ INTRODUCTION Introduction Country profile Main features of the country, social economic indicators Health system and key health indicators (IMR, <5MR, life expectancy) Situation wrt HIV/AIDS or your Issue (prevalence, vulnerable groups etc) National response to HIV/AIDS or your Issue

CHAPTER TWO ~ METHODOLOGY  Aim and objectives  Scope of the study  Methodology  Design  Sampling Frame, Sample and Sampling Technique  Data Collection Tools & Piloting  Process of Collection & Supervision  Estimations and Assumptions  Preparatory phase  Obtaining Access Permission from govt authorities e.g. PS of relevant ministries to access data.  Requesting data according to FOI law  Training of data collectors

CHAPTER TWO ~ METHODOLOGY cont Sources of Data Primary data: interviews with key respondents: MPs, service providers, donors, NGO’s & all the relevant government departments. Expenditure records: From primary sources of data Secondary sources (e.g. expenditure of small NGOs captured from PEPFAR’s and other donor reports), Or estimates using the best available data and most suitable assumptions.

Quality control during data collection and capturing Data processing and analysis captured in Excel® sheets, Verification of info obtained, identification of gaps To ensure the validity of data from the records of the source, the agents and the providers. Transferring data to NASA RTS or other statistical programme if required Export RTS outputs (double-entry matrices) to Excel® to produce summary tables, graphics and analysis. Limitations Challenges CHAPTER TWO ~ METHODOLOGY cont

CHAPTER THREE – LITERATURE REVIEW Financing sources and mechanisms for health and HIV/AIDS (or your Issue) Budgetary processes, availability of data, civil society participation (these aspects may be the primary focus of your first report, and so would fall under findings) Review of policies relating to HIV/AIDS or your Issue Key services for HIV/AIDS or your Issue Other relevant information relating to your Issue

CHAPTER FOUR ~ KEY FINDINGS (Use graphs, tables and narrative to describe as much as possible of the following) Budgetary processes and allocations to health, HIV/AIDS or your issue Total Expenditure on HIV/AIDS or your Issue, identifying the key Sources & Agents of Funding Composition of Spending on health, HIV/AIDS or your issue (overall core interventions) broken down by source and/or agent, as seems suitable) Give detailed breakdown of each intervention (sub-categories)

Prevention Programmes Spending Activities Treatment and Care Spending Activities OVC Spending Programme Management Spending Social Mitigation, Protection and Services Enabling Environment and Community Development Spending Research Spending CHAPTER FOUR ~ KEY FINDINGS cont.

Analysis of Other Vectors/ Aspects  Providers of Services  The Beneficiaries of Spending on HIV and AIDS  Functions to Beneficiaries Findings  Comparison with NSP priorities (here you would use the available costings of the NSP  Comparison of what was spent with what was estimated to be needed (if the services were costed)  Absorptive Capacity (this requires that you have kept a record of the variations between amounts received and amounts spent)  Qualitative results (you can structure this anyway you feel useful: main funding problems, bottlenecks, quality of services etc etc.

CHAPTER FOUR ~ SUMMARY AND RECOMMENDATIONS Key points in summary Recommendations for (and you can order these by to whom they are addressed): Increased funding for... Improved services for.... Improved Public Financial Information Systems Improved External Mechanisms and Requirements (harmonization and alignment) Improved NGO/ private sector reporting and alignment Recommendations for improved, more effective spending – amounts, adequacy, priorities

REFERENCES & referencing format All the documents from which you have drawn information General formatting: Text = Times New Roman 12 Full justification. Put headings in bold Graphs & tables font = 9/10pt Footnotes = Times New Roman 9/10

APPENDICES  All the matrices generated by the RTS, put into nice format  FS x ASC, FS x FA, FA x ASC, PS x ASC,  FA x PS, PS x PF, ASC x BP, ASC x PF  The data collection tools (make these as small as possible so they don’t space!)  A table showing all the sources of data, and the gaps

APPENDICES Assumptions and estimations e.g. 80% of TB costs, 75% of condoms assumed to be for HIV prevention etc etc). List of the clinics & hospitals visited and persons spoken to in these.

Thank You Teresa Guthrie Centre for Economic Governance and AIDS in Africa