The Five Year Evaluation of the Global Fund
December 2007

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The Global Fund’s Board-approved Monitoring and Evaluation Strategy calls for:
“…a first major evaluation of the Fund’s overall performance against its goals and principles after at least one full grant funding cycle has been completed (five years)”
Under the oversight of the TERG, the Five-Year Evaluation is 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 will lead to improving day-to-day operations. The three overarching questions guiding the structure of the evaluation are outlined below. One of the most unique aspects of this evaluation is 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. The first major synthesis report on the Fund’s organizational efficiency and its partner environment will be published late 2007, and the final evaluation report including impact on the three diseases in late 2008. Each element of the evaluation is 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 were selected for inclusion in Study Area 2, which focuses 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 will be 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. Five-Year Evaluation Technical Background Document which guides the design and of the evaluation. TERG Framework Document on the Scale & Scope of the Five-Year Evaluation as presented to the Global Fund Board at its 14th Board Meeting. List of 25 countries participating in the Five-Year Evaluation Summary Inception Report for Study Areas 1 & 2 – Global Fund Efficiency and Partnership Environment Inception Report for Study Area 3 – Health Impact Key studies that are currently being conducted or have already been completed include:
Overarching Questions for Five-Year Evaluation
1 Partnership system includes: CCM, PR, SR, civil society; Providers of technical assistance, e.g. UN, WB, bilaterals, contractors; Implementers of programs: PEPFAR, UNICEF, MAP; Other donors: bilaterals, foundations, private sector.
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