Introduction to the new

PR Dashboard & CCM

Summary
ICCMInduction&OrientationWorkshop
December4,2015
T.Clary
G.Mortimore
I.Reshevska
 Performance-based Funding

grant
performance

effective use effective

ff ti
of funds management
actions
From
emergency
funding
to slowing
the
trajectory
of the
epidemic
 Increased emphasis on using data
to improve program effectiveness
Inaccurate incomplete and late data
Inaccurate,

Poor decisions

W k performance,
Weak f low
l grantt
Limited analysis capacity ratings
NOT just
a Global
Gl b l F
Fund
d
problem
Successofgrantdashboard
d l
developedforCCMs
df
Grantdashboards
adoptedby38CCMs

IImprovedgrantratings
d t ti
associatedwith
dashboarduse

PRssawpotential
applicationofCCM
li ti f CCM
dashboards
requesteddashboard
tailoredforPRs
 Positive results
off CCM D Dashboard
hb d

Development of
PR demand PR Management Dashboard
 Putting the PR in the drivers seat
to manage grant performance
Where is the money?
Where are the health
products?
Are sub-recipients
disbursements on
track?
Is implementation
proceeding as planned?
What are the program
results?
SixPilots:
February
b August2014
 Timely, Analysis
focused
data

Improved grant
implementation
p Management
decisions

Improved
grant management
 Expected outcomes

Management Health sector

improvement
po e e Improved grant outcomes
implementation
Greater access
Greater PR/SR to continuous
transparency Greater financial services
absorption
Healthy Improved
Greater
competition Reduced waste service quality
health
& risk impact
PR/SR/CCM More effective
dialogue Synergy between coordination
implementers of services
for seamless
Quicker community-to-
identification Accelerated tertiary care
of problems & implementation
successes g
Better ratings
 Close collaboration with Global Fund
Secretariat

Address: http://www.theglobalfund.org/en/fundingmodel/updates/2015-06-
10_Principal_Recipient_Management_Dashboard_released/
The PR Grant Management Dashboard
Highlights of PR Management Dashboard

up to 50
implementers PR
>= 49 SRs

p to 20
up
PSM products

up to 15
programmatic indicators
 Dashboardproductionoverview
PR COMPILES

PR DATA
PRDATA

PRDATA
SR1DATA MASTER Semi automatic
SHEET transfer of data

SR2DATA

SR3DATA
 Producingthedashboard:sourcesofdata

PR Data Master File

SR1 SR2 SR3 SR4 SR5
 HowthedashboardhelpsPRs

Providesnapshotofthegrant
Provide snapshot of the grantssvital
vital
signs Correctiveactions

Drill down compare

p SR p
performance

Semi-automated data entry

y reduces
transcription errors
 ResourcesneededbythePRtouse
th d hb d
thedashboard
DataEntry Users
application Guide

Dashboard
application
li ti

SAPsoftware
SAP soft are
license
 Help Desk
HelpDesk
SupplementaltoUser
pp
Guide

TwoHelpDesks
available
ForPRsaccessingthe
For PRs accessing the
dashboardthrough
GMS
ForPRsaccessing
dashboardthrough
GlobalFundtechnical
supportmechanism
 Exampleofwholeofcountry
h
approach
Startdate:July2015

PR1
NewMalaria CCMOversight
grant1
grant 1 Committee

PR2
Malariagrant1

CCMaddon
Start date: November 2015
Startdate:November2015

PR3
TBgrant1 By1st quarter2016
 WhatisintheGMStechnical
assistancepackage?
it k ?
Assess PR Strengthen management
and SRs systems and practices
Introduce Support PR to master use of
dashboard dashboard

Support PR to analyze data

andd plan
l actions
ti for
f
improving grant performance

Support from local

consultant between visits
Voices from the field
 Dashboards: a wise investment
Not a new reporting system: a display of
selected management & performance data
produced by PRs, SRs
Quarterly analysis gives time to identify and
fix management problems before GF
reporting
ti or public
bli di
display
l off results
lt
Quarterly Global Fund dashboards can line
up with PEPFAR quarterly reviews
Evaluation to review progress at 12-15
months post-pilot
post pilot
ThenewPRDashboard:
WhatsinitforCCMs?
 HowdoCCMsbenefitfrom
thePRmanagementdashboard?
h PR d hb d?
p y y g
Informationdisplayformateasilydigestiblefor
CCMs

HelpsCCMsraisetechnicalandstrategic
questions on grant management
questionsongrantmanagement

PositionsCCMtohelpPRaddressobstaclesto
grantperformance
 Other benefits to CCMs
OtherbenefitstoCCMs
ProducedandmaintainedbyPRs
Produced and maintained by PRs

SAPsoftwarenotrequiredtoviewthedashboard
SAP software not required to view the dashboard
PRcangenerateinteractivefilesofthedashboard
CCMmemberscanviewdataindrilldownlevels
CCM members can view data in drill down levels
AdobeFlashPlayerrequiredtoviewinteractivefiles

IslinkedtoproductionofnewCCMSummary
 WhyisaCCMSummary
Dashboardneeded?
hb d d d
TOOLTOSUPPORTOVERSIGHTFUNCTION:
TOOL TO SUPPORT OVERSIGHT FUNCTION:
StrategicanalysisofPRgrantperformancefor
some/all active grants
some/allactivegrants
Databaseddecisionmaking
Proactiveproblemsolving
Proactive problemsolving
Accountability
 CCMSummaryTool:background

Draws
DrawsfrommultiplePRManagementDashboards
from multiple PR Management Dashboards
(wholeofcountryapproach)

DevelopmentandtestingbetweenAprilandAugust
2015

RolloutbeganinSeptember2015
g p
 System requirements
Systemrequirements
MicrosoftWindows MicrosoftExcel

WindowsXPProfessionalSP2andSP3 ExcelXPSP3(orlater)
Windows Server 2003 standard edition Excel2003SP1,SP2,SP3
WindowsServer2003standardedition Excel 2003 SP1 SP2 SP3
SP1andSP2 Excel200732bitversion(64bit
WindowsServer2003Enterprise notcompatiblewithSAPsoftware)
Edition SP1 and SP2
EditionSP1andSP2 Excel201032bitversion(64bit
Excel 2010 32 bit version (64 bit
WindowsVistaSP1andSP2 notcompatiblewithSAPsoftware)
Windows7
Wi d
Windows8 8
Windows10 AdobeFlashPlayer(14)orlaterversion
UpdateAntivirussoftware
 Resources created to use the CCM
Summary

CCM Data
Entry
application

CCM
Summary
application
pp
SAP software Users Guide
license
 Proposed Approach to Using the CCM
Summary to Enhance CCM Oversight
The CCM oversight body The CCM oversight body
meets with PRs to enters its comments and
analyze the data from the recommendations into the CCM
CCM summary Summary

The CCM Summary The CCM oversight body

administrator produces presents the CCM
the CCM Summary Summary, including its
comments and
recommendations, to the
full CCM

The CCM summary administrator

imports each PR PR's
s "Data
Data Feed
files" into the "CCM Summary" The full CCM makes decisions on
file what should be done to improve
grant performance or to address
implementation bottlenecks.
Decisions are recorded in the
CCMs
CCM s action plan

The CCM oversight committee

PRs send their "Data Feed" follows up on implementation of
8 the decisions recorded in the action
files to the CCM Summary Step
administrator plan
MainpageofCCMsummarymockup
RecommendationspageofCCM
summary mock up
summarymockup