This toolkit guides the community engagement process for improved community ownership of peripheral health units (PHU) quality. It is based on the existing stakeholders and community structures in the health sector. The toolkit's strategy focuses on community engagement in district- and facility-level health systems and interventions, specifically in interventions like Facility Management Committees. The toolkit is a part of Sierra Leone's post-Ebola response project, Advancing Partners & Communities project to strengthen their health system. The document provides the overall purpose of and guides in the phases of facility management committees (FMCs) and community health workers (CHW) assessment. The annex includes seven tools for community engagement assessment, strengthening, and monitoring and evaluation of FMCs.

Evaluation studies

This web-based toolbox guides through the process of stakeholder mapping in order to identify the actors who may potentially be affected by an action or policy and who should be consulted when creating policy. This guide seeks to understand the interests and needs of stakeholders affected by policy. The main page of the toolbox gives an introduction to stakeholder mapping and provides an overview of the policy cycle. There are separate tabs for each of the five steps in the policy cycle. The toolbox also gives implementation examples. While this tool was designed for policy-makers, stakeholder analysis is an important component of the policy cycle, and guidance provided in this toolbox can be used in quality improvement initiatives.

This tool guides hospitals in strengthening the community health needs assessment (CHNA) process, a systematic process involving the community to identify, analyse and prioritize community health needs and assets. The "Background" section provides guiding principles to conducting community-based participatory research (CBPR) and an overview of the CHNA process. The following section gives research tools and principles for the CHNA process, and the final guiding section teaches users to apply research results to inform improvement strategies. This guide was created to be used in the United States of America in response to the CHNA process mandated under the Affordable Care Act but can still be a useful guide to other organizations wanting to use CHNA.

The Center for Disease Control Community Health Improvement Navigator (CHI Navigator) is a website for hospitals, health care institutions, health departments, and community organizations to collaborate and align efforts for community health assessment, planning, implementation, and evaluation. to identify and address community health needs. Though the objective of the tool is overall community health improvement, not explicitly for quality improvement, it aligns well with the steps in the quality improvement process. The tools provides an overview of the CHI process; relevant tools for conducting CHI, organized by step in the cycle; a database of interventions that work in the four action areas: socioeconomic factors, physical environment, health behaviours, and clinical care; CHI resources to engage stakeholders; and examples of CHI used in various health topics. This tool can be used globally and adapted to a specific health area.

The monitoring and evaluating toolkit provides a conceptual framework for measuring children’s participation. It focuses on evaluating children's participation in each of these steps and provides a guide to children for what they should expect when working with adults (type of behaviours they should/should not witness in the adults they are working with, respect they should receive, etc.) It can be used by youth-serving organizations, by child- and youth-led organizations, and by governments. These tools are designed for use globally and are not restricted to use only in the health sector. The Guide for Save the Children staff supports organizations in how to apply meaningful and safe participation of children in the analysis, planning and design of programmes. It guides organizations in how to ensure that children’s views and perceptions are included in planning processes. The guide is designed for use globally and is not restricted to use only in the health sector.

The Citizen Voice and Action (CVA) Field Guide leads citizens, service providers, and government in a non-confrontational dialogue to establish quality standards and hold leadership accountable to these standards, in hopes of increasing access to and quality of services. The field guide is split into sections based on the three phases of the CVA method. The annexes provide an overview of the different types of community gathering sections and blank copies of necessary documents and charts to use during the meetings. The CVA Field Guide is designed to be adapted to a country or community's specific needs and can be used for quality improvement in a variety of public sectors. The supplemental CVA Action Guidance Notes provides extra insight into each of the phases, facilitation notes, implementation examples, and monitoring and evaluation process. Contact author for this file.

This web-based toolkit centres around community health and outlines a nine-step Community Health Assessment (CHA), a cycle similar to the quality improvement cycle, to help communities identify healthcare quality issues. The homepage offers a brief background of CHA and provides a visual of the CHA cycle. There is a page that give an in-depth definition of community engagement, and each step in the cycle has a dedicated page containing describing each step and its purpose in detail. The final page contains resources and tools that align with each step that can be used for implementation. The toolkit can be used globally and can be adapted and used in various contexts and health settings.

This tool focuses on fostering community support of Community Health Workers (CHW's). Referred to as Community Health Committees (CHC's) and Health Facility Management Committees (HFMC), these groups also assess and track local health status and issues, mobilise communities for action to address identified issues, and advocate for improved health services in order to improve quality of care and improve community health outcomes. This tool guides in the program functionality process to assess functionality and guide improvement in programs working with CHCs and/or HFMCs, develop action planning to strengthen CHCs and/or HFMCs, and identify the location of functional CHC and/or HFMC programs and geographic gaps in coverage. Section one of the toolkit introduces CHC's and HFMC's and the program functionality assessment process. Section two provides instructions to the program functionality assessment workshop. The six appendices contain tool templates to be used during the workshop and during assessing processes. This tool is intended to be used wherever community health workers exist.

CHW AIM is a scorecard for stakeholders (National ministries of health, international organizations, and Local NGOs) to use to score Community Health program functionality and improve program performance. This tool can be used to identify design and implementation gaps in both small- and national-scale community health worker programs, and close gaps in policy and practice. The document begins with a short overview of the Program Functionality Matrix and outlines the process, then provides a scorecard with detailed descriptions of each score. The AIM tool is intended to capacitate the processes of programmatic design, planning, assessment, and improvement, for stakeholders ranging from local NGOs, to national policymakers and planners, to global stakeholders.

The Community Score Card (CSC) is a participatory toolkit designed to engage both service users and service providers to improve the quality, efficiency and accountability with which services are provided at different levels and across different sectors. The CSC approach brings together community members, service providers, and local government to identify service utilization and provision challenges, and to mutually generate solutions, and work in partnership to implement and track the effectiveness of those solutions in an ongoing process of quality improvement. The introduction of this toolkit explains in further detail what the CSC methodology is (and is not) and what benefits and challenges users might expect when implementing it. The body of the toolkit then provides step-by-step guidance for the implementation of the CSC. The appendix sections contain supporting materials, such as guidelines for facilitating participatory scoring.

Evaluation studies

This guide seeks to engage stakeholders in data analysis by providing a gentle introduction to practical approaches to explore and analyse data frequently used in youth-serving organizations. The activities in this guide cover statistical basics for data-analysis and are suitable for a variety of group sizes and stakeholders. Though quality improvement is not the primary goal, this tool can be helpful to engage community members and other stakeholders in the data analysis process. This tool can be used globally and adapted to a variety of contexts.

Citizen's hearings create a space for service users, community members, and other stakeholders to discuss gaps and weaknesses in care in order to increase access to quality reproductive, maternal, newborn, child and adolescent health services. The toolkit provides country examples and results from precious citizens hearings, followed by planning and implementation guidance for future citizen's hearings, including hearing attendees and what do to with meeting results. This tool was designed to be used globally.

Reproductive, maternal, newborn, and child health (RMNCH) scorecards are meant to be country-led to increase transparency and accountability around RMNCH services through collaboration between the government and other stakeholders and partners in health. The introduction of the facilitator's guide describes the main objectives and functionality of the scorecard, while the following two sections instruct the process for developing the RMNCH scorecard, how to implement the scorecard in new countries, and processes for continuous strengthening and facilitation. The scorecard is meant to be used in health settings, specifically focused on RMNCH, but is intended to be adapted per country. A blank scorecard is not provided, as countries are supposed to design the scorecard based on country-specific needs, but an example is provided.

Evaluation studies

The Pacesetters Program was developed to be a framework for effective community engagement, specifically with underserved and underrepresented groups. The guide was designed to benefit groups that have received discrimination based on age, disability, ethnicity, gender, religion, sexual orientation and/or gender identity. The programme’s overall aim is to deliver equality and diversity improvements and innovations resulting in patient and public involvement in the design and delivery of services. The document is split into nine sections including in-depth explanation of community engagement, developing a community engagement strategy, and how to specifically include marginalized populations to ensure quality healthcare combats discrimination, and decreases health inequalities. The framework is intended to be implemented at Pacesetters sites, but can be adapted for country or local needs.

This guide examines the principles and practice of community engagement with particular reference to drug misuse. The guide includes a description of specific techniques and their relative strengths and weaknesses. This guide was designed to be used by anyone involved in developing, designing, implementing or evaluating community engagement activities in order to improve quality of life for individuals and families in communities affected by drugs. The body of the document provides rationale, definitions, and concepts and guides through effective community engagement methods, monitoring, and evaluation. This tool can be used globally and adapted to a specific health area.

This toolkit is intended to assist organizations in the adolescent pregnancy prevention and parenting field by cultivating strategic partnerships, implementing innovative outreach strategies, developing communications and providing tools to boost organizational capacity. Each chapter provides guidance on building strategic partnerships, effective outreach strategies, clear communication and provides tools and resources related to the specific topic. Though quality improvement is not the goal, this tool can be a resource for the first two steps in the quality improvement cycle. The concepts in the toolkit are applicable to a wide range of organizations that provide services to vulnerable adolescents.

The evaluating participation guide is a partner to the participation toolkit, and is designed to be a stand-alone guide for assessing the processes and outcomes of participation projects and to evaluate public involvement in health services. The guide helps facilitators develop a framework for evaluating participation and provides adaptable tools to be used in the evaluation process. The toolkit provides tools as guidance and resources for staff working in health and social care or the voluntary or private sectors. Together, the tools help further engage stakeholders in health services and continuously evaluation engagement. This tool was designed by the Scottish Health Council but can be used globally.

The facilitator's manual guides in capacity building and mentoring support of community health groups (COMMs). The manual is made up of ten separate documents that correspond with different training sessions, designed to be adapted to fit the local needs of the users. The manual begins with a document that provides an overview of COMMS, and each subsequent document aligns with phases in the community systems strengthening (CSS) process. The COMM facilitator's manual is intended to be used to expand and strengthen existing community health groups, but can be adapted and scaled to fit users' specific needs. The Implementation Quality Assurance (IQA) tools are a set of qualitative self-assessment tools to determine programme fidelity to essential elements of core health and nutrition project models. The COMM IQA tool was designed to self-assess the COMM program by implementors.

This module was designed to empower individuals in holding leaders and health service providers accountable to quality care, specifically regarding sexual and reproductive health and family planning, at national and local levels. The module is organized in three sections: the introduction provides the definition of civic education and code of conduct for facilitators; the delivery topics/themes section gives information on areas for awareness creation and debate; and the facilitation guidelines and toolkit offers advice on process of facilitation in such aspects as organizing a workshop, conducting discussions and managing role-plays. The module was designed for use in Kenya, Rwanda, Tanzania and Uganda, but can be used globally.

The Sierra Leone Ministry of health developed the Facility Management Committees (FMC) Operational Guidelines and Training Manual to national strategy for promoting community ownership in health. The strategy officially defines FMCs, outlines their roles and responsibilities, and provides tools that will help them reach national and global health objectives. The document provides an overview of FMCs; identifies key stakeholders, leadership, and membership; and offers implementation guidance and tools. The manual was designed specifically for Sierra Leone to ensure the functionality of the peripheral health units (PHU) across the country with specific focus on day-to-day operations, drug supply, infrastructure, general sanitation, equipment management, human resources, pregnant women, lactating mothers, and children under five years of age.

Evaluation studies

This guide aims to equip national-level advocates with the skills to raise awareness around respectful maternity care, to hold service providers accountable to providing quality, respectful care, and to demand a national commitment to institutionalize respectful maternity care as the standard. The tool contains six chapters that guide through the different elements of advocacy and community mobilization with respect to demanding respectful maternity care. The appendices provide marketing and advocacy materials and presentations. This tool was designed to be used globally.

This document guides on how to engage participation in situational assessment and the different methods of participatory assessment. The introduction provides a rationale for participatory assessment and provides definitions for various methods of assessment, including participatory rural appraisal, and rapid rural appraisal. The three sections of the tool are divided into guidance on planning for the assessment, conducting the assessment, and analysing the results of the assessment. The annexes provide more information on different assessment methodologies and provide blank templates of assessment tools. The guide can be used globally and can be adapted and used in various contexts and sectors, both health and non-health.

This two-part guide aims to assist service providers in developing and implementing a framework for collecting information about consumer experience to improve the quality of health and disability services. It describes 11 methods for capturing consumer experience. The first document is a guide for user organizations, outlining five steps to create and implement a framework for the systematic collection of feedback on consumer experience based on an improvement cycle. Each section of the guide focuses on one of the five steps. The accompanying Consumer Experience Toolkit provides guidance on appropriate tools and methods to gather information on consumer experience. This guide was developed for all health service organizations and can be used globally.

This document aims to guide evaluation process of existing citizen participation programs sponsored by a public administration. The introduction argues that quality community participation should be well adapted to meet specific, contextual needs. Thus, there exists no single evaluation process outlined in this tool, rather, a set of guidelines, methodologies, and suggestions for effective evaluation. The document contains four guiding sections: defining citizen participation, providing evaluation methods, evaluation criteria, and a case study as an example. This tool was designed by the Government of Catalonia, but can be used globally and adapted to meet contextual needs.

This document is a tool to help and support health professionals in the promotion and implementation of community-based health interventions. The overarching goal of the guide is to improve health status of communities through the involvement of stakeholders in the planning, implementation, monitoring, and evaluation of community-based interventions. The document is structured in four parts: definitions of key terms, community engagement, strategic directions, guide to community engagement intervention approach and community health examples. This tool was created by and for the Ministry of Health Morocco.

This tool guides the facilitation of a workshop that focuses on how to include budget analysis into advocacy projects to monitor government spending related to sexual and reproductive health. The handbook is divided into five work modules. The first module discusses the relevance of governance, transparency and advocacy work, explaining and through a participatory methodology defining each of the concepts. Modules 2 to 5 provide a step-by-step guide to introducing the budget work dimensions when designing effective advocacy projects. Modules are divided into sessions, and sessions into activities. This handbook can be used in a variety of sectors and can be adapted based on country or organizational needs.

This handbook was designed for partnerships between community groups and public health departments who are considering conducting participatory assessments in their communities. The introduction gives an overview of partnerships and principles of a participatory community assessment. The body of the handbook is organized into nine steps, giving implementation guidance on each one. Appendices provide sample survey and focus group questions, recruitment information and more. This handbook can be use in a wide range of contexts and locations.

The handbook is a capacity-building tool for organizations to design effective advocacy projects that advance sexual and reproductive rights by demanding transparency and accountability from governments. The political mapping process helps analyse the structural and institutional features of the political system and provides activities that guide in the development of advocacy projects. Module one helps organizations advocate for political change related to sexual and reproductive rights by helping them identify problems and reasons why the state should take action. Module two teaches organizations how to understand their political context. Module three breaks down the key stakeholders in the political realm. This handbook can be adapted based on country or organizational needs.

This tool is designed as a training manual for health workers in South Africa to promote cooperation and collaboration with community members to ensure access to quality health services and the accountability of the health services to communities. It is designed with the intent that health workers trained in effective community engagement strategies will then train others. Section one of the manual focuses on characteristics of effective relationship building between health workers and community members. Section two centres around the role of health committees and governance with subsections addressing violence against women and children, teenage pregnancy and maternal needs. The appendices offer more information on special topics, including Appendix 7: Patient-centred Maternity Care. The manual was designed for the South African health system, but the information can be used and adapted in other countries.

The Healthy Mother tool was developed to monitor the services provided by the government health system and bring about improvements in the services related to maternal health through community monitoring and mobilization. Community volunteers complete the scorecard with mothers reflecting on the services they received to compile a report card of service provision in the district over time. The scorecard logs information about the mother's health, services she received during her pregnancy, care during delivery, delivery outcomes, and post-natal care. Data from all individual scorecards are compiled into one large report card in order to identify where quality can improve and gaps in care and to hold the government health system accountable to quality services. This tool was designed to be used in the government health system in Gujarat, India, but can be adapted and used in other health systems as well.

This quality improvement tool was developed exclusively for Mutual Health Organizations (MHOs). It utilizes participatory approaches and provides a quality improvement process based on MHO member input. The tool is geared towards MHO managers who will learn how to identify members’ health care quality concerns, develop quality standards for facilities that address these concerns, and assess facilities’ performance against the standards. The document provides examples of way to get input from MHO members. The tool guides through the quality improvement process and places special emphasis on sustainability of these quality improvement processes and interventions. The annexes provide insight to developing a workplan and conducting a focus group.

Contact Elsbet Lodenstein (e.lodenstein@kit.nl) to access this resource

This guide focuses on increasing participation in the development of policy objectives so that citizens can exercise active influence on the setting of priorities, on the distribution of resources and on access to public goods and services. Though quality improvement is not an explicit goal of the document, the tool provides insight on how to include all stakeholders in participatory processes, including how to create a stakeholder group and stakeholder analysis. The documents is sectioned into six introductory sections that provide a background and overview of the tools and processes mentioned, followed by ten chapters each focusing on a different "building blocks" of stakeholder analysis. The guide also offers an in-depth guide to stakeholder analysis and an implementation example. The guide was developed in Germany, but is not country- or sector specific.

This tool was designed to guide implementation of high quality, evidence-based community engagement in development and humanitarian contexts. The guide follows the IASC Minimum Standards which include 16 core minimum standards, with six core standards (principles) driving three key areas of application: implementation, coordination and integration, and resource mobilization. The document is structured into four sections: part A guides on the core community engagement standards, while parts B, C, and D expand on implementation, coordination and integration, and resource mobilization. These standards are intended to provide global guidance, giving baseline criterion for governments, local populations, donors, implementing actors, and policy makers who seek to engage communities.

This manual was developed to engage participation of all the actors of decentralization at all levels of the health system to improve health indicators and promote effective partnerships, including but not limited to members of municipal councils, presidents of community health associations, community health centres, presidents of district councils, members of district councils, presidents of local federations of community health associations, and chief medical and officers of health centres. This manual can be adapted based on location and for specific health issue.

Contact Elsbet Lodenstein (e.lodenstein@kit.nl) to access this resource

Multicriteria Mapping (MCM) is a globally-available, easily-accessible, multicriteria appraisal method for exploring contrasting perspectives on complex strategic and policy issues. The tool aims to help 'open up' technical assessment by systematically 'mapping' the practical implications of alternative options, knowledge, framings and values. The full tool must be purchased for use.

Evaluation studies

This handbook is intended for community leaders, public health professionals, employers, healthcare providers, health plan administrators, policymakers, or consumer advocates to understand the issues and take action to improve health across a population. Introductory chapters describe the purpose of the tool and how to use the handbook, while the body of the tool provides guidance on each of the ten key elements of the framework. The ten elements are important in successful collaborative approaches to improving population health, including collaborative self-assessment, and engaging stakeholders in different steps. Annexes provide more information on methodologies, additional resources, and data sources. Though the objective of the tool is overall population health improvement, not explicitly for quality improvement, it aligns well with the steps in the quality improvement process. This tool can be used globally and adapted to a specific health area.

This tool guides project and government leaders through the net-map process, an interview-based mapping tool that helps people understand, visualize, discuss, and improve situations in which many different actors influence outcomes. The tool was designed for a wide range of settings as it is low-tech, low-cost and can be used when working with rural community members with low formal education and with policy makers or international development actors. The document's first section provides ways in which net-mapping can be used. The second section guides users through the net-mapping process step by step. The third section teaches users how to structure an influence net-mapping process. The tool can be adapted to context and sector specific needs.

This tool guides “C-level” executives, boards of directors, thought leaders, authorities, and change agents through approaches to resolving 'Wicked' problems that combines interactive group processes with visual analytics to produce (among other outputs) detailed graphical representations and analyses of wicked problems. Wicked problems are defined as inter-related dilemmas, issues, and other problems at multiple levels of society, economy, and governance. The document provides an in-depth explanation of wicked problems, followed by chapters that guide on the Mess Map diagrams and Mess Mapping and Resolution Mapping processes to identify wicked problems. This guide can be used globally and in a variety of contexts and sectors, both health and non-health.

This toolkit provides participatory assessment tools that have been proven effective at engaging communities in health issues. The toolkit contains seven modules. The first introductory module provides guidance on participatory analysis processes and highlights common methodologies. The body of the document provides guidance, activities, and examples of different participatory methods. The toolkit is intended to be used globally to create people-centred health systems.

Evaluation studies

The Accountability starter pack is intended to be used by Oxfam to implement social accountability into their own interventions to keep them accountable to people and communities in delivering quality services. This process can be used within other organisations responsible for implementing development or humanitarian projects and programmes. The pack in divided into four sections, aligning with each of the four standards that Oxfam GB focus on: transparency, feedback, participation, and monitoring, evaluating and learning. The annex provides information on improving financial transparency.

This toolkit is a compilation of participatory training and workshop facilitation techniques for groups of people who wish to conduct their own workshops; trainers who wish to use facilitation methods; facilitators who work with groups of people and development practitioners. The toolkit supports stakeholder involvement to increase the effectiveness and capacity of projects and services. The tools in this guide are not specifically geared toward health or any other sector, but can be used and adapted in a variety of settings and sectors.

This tool was developed as a monitoring and evaluation system to be used at the community level for health services activities and results. It can also be used as a planning tool and a self-assessment tool of performance by the actors involved. The packet provides three tools used to foster community participation in the evaluation of productivity and the quality of services. Tools one and two score health services and gather information from the community level, and tool three, the Community Essential Information Package (CEIP), presents the data gathered through one and two back to the community. Section three of the packet goes in-depth into the application of the CEIP and guides implementation. The CEIP was designed for use in Burundi.

Contact Elsbet Lodenstein (e.lodenstein@kit.nl) to access this resource

This online tool, designed for project and program staff and stakeholders, guides users through Participatory Impact Pathways Analysis (PIPA), a project planning and monitoring and evaluation approach, to develop their impact pathways, or theories of action. This tool seeks to engage staff and stakeholders to develop impact pathways together. The tool contains an introduction to PIPA, the PIPA manual with relevant tools to use during the workshop, a section on impact narratives, and more resources. PIPA can be adapted to context and sector-specific needs.

The PARTNER tool is a social network analysis tool for network mapping and analysis. The PARTNER tool uses data analysis and GIS technology to allow users to visually map stakeholders and social networks for assessment and to measure impact and collaboration. This tool is available for demo and purchase on the website.

This tool emphasizes a partnership approach, characterized by comprehensive and widespread cross-sector collaboration, to develop programs and initiatives that are effective and sustainable. The document is sectioned into chapters that offer guidance on building partnerships, including common barriers and problems, creating partnership agreements and delivering successful projects. This basic manual is in use all over the world and many of its tools and frameworks have been adopted by organisations from all sectors and partnerships operating in many different contexts.

This tool was designed to help organizations navigate partnerships and the cultural differences that exist in cross-sectoral partnerships, to reduce miscommunication, conflict, and misunderstanding to maintain efficiency and effectiveness. The introduction provides tips on how to use the tool. The following section defines key terms and concepts related to partnership. The document guides organizations in how to create a partnership friendly culture, effective leadership, and learning and communication skills. This tool can be adapted to a variety of organizations and contexts.

The Partnership defined quality for youth (PDQ-Y) manual follows the Partnership Defined Quality (PDQ) methodology but focuses on youth reproductive health. The PDQ-Y methodology incorporates youth involvement in the quality improvement of their reproductive health services through internships and inclusion on the implementation team, viewing youth involvement as an integral step toward creating youth-friendly health services. The introduction of the youth manual outlines who the manual is for and how it can be used, while the body contains chapters describing different phases in the PDQ methodology and evaluation processes.

This tool focuses on the Partnership Defined Quality (PDQ) methodology, a process to improve the quality and accessibility of services with community involvement in defining, implementing, and monitoring the quality improvement process. The PDQ approach addresses the underlying causes of health problems such as discrimination, socioeconomic, cultural, and organizational conditions through addressing the quality of health services with the help of community members and health service providers. The introduction of the toolkit outlines who the manual is for and how it can be used, while the body contains chapters describing different phases in the PDQ methodology and evaluation processes. In addition, supplementary files include a facilitation manual for those that wish to train others in PDQ methods and a monitoring and evaluation toolkit that includes a youth annex.

This resource is for use by organizations working in partnership to assess, monitor and maximise effectiveness to improve health. The introduction provides a brief overview of the three sections and describes the aims of the document. The following three sections outline the steps in the analysis process. The document also provides a feedback checklist to be used by collaborating organizations.

This curriculum was designed for healthcare professionals to familiarise them with population health concepts and tools. Resources include slides and note sets, three case studies with sample data, and a performance improvement activity. Module 1 introduces population health, while module 2 focuses on geographic data and concepts. All three case studies provide real world examples of community engagement processes being implemented. These can be used by health providers globally and adapted to a specific health area.

The Program Assessment Guide (PAG) provides a structured, participatory process for gathering and systematizing contextual knowledge and experience to strengthen the design and delivery of interventions on a large scale through guiding the facilitation of a participatory workshop. The PAG is organized into modules that can be selected and sequenced to suit the context for a given country or organization to strengthen their current program planning and assessment procedures. The introduction provides an overview of the framework and how to adapt it to contextual needs. The body of the document guides users in the design and implementation of the participatory workshop.

Evaluation studies

This tool contains key scripts that may be used with participatory systems analysis through group model building to understand, predict and identify mechanisms that influence the resilience of health systems. The introduction provides explanation of the methodology, followed by scripts to be used in the process. This tool was designed to be used in the health sector, but can be used in various sectors.

The Spider Tool is an organisational self-assessment tool that engages members from all levels and capacities of child-led initiatives and organisations to evaluate the strength of the organisation and plan changes accordingly. The document introduces the Spider tool and provides some background. It then guides users on materials needed, how to complete the Spider Tool process, how to help children complete the Spider Tool and how to action plan. Appendices provide templates and more information on key quality elements. This tool can be used in a variety of sectors and can be adapted based on country or organisational needs.

Evaluation studies

This tool is a checklist for steps in identifying stakeholders and meaningful participation (integrating stakeholders into the decision making and priority setting processes). Health authorities can use the checklist to indicate possible shortcomings of current processes and install mechanisms for improvement. The checklist gives special emphasis to adversely affected stakeholders. The article discusses the development process of the checklist which may be helpful during data extraction. Health authorities are advised to use a checklist in the form of 29 reflective questions, aligned with five key steps, to assist them in the practical organization of legitimate priority setting in healthcare. The checklist is not country-specific.

This guide was created to support health policy makers in applying a human rights-based approach in the areas of sexual and reproductive health, maternal health and under-5 child health in order to increase quality of care and decrease maternal and child mortality and morbidity. It is one of a series of reflection guides targeted to specific stakeholder groups and builds on the two technical guidance documents of the Office of the United Nations High Commissioner for Human Rights. This guide is organized into six sections which broadly correspond to the chapters of the two technical guidance and mirror the policy cycle, posing questions to policy makers about engaging stakeholders and communities to stimulate group discussion on the application of a human rights based analysis at each stage.

This guide is intended to contribute to the efforts of health workers to effectively and meaningfully implement a human rights-based approach (HRBA) to sexual and reproductive health, maternal health, and under-5 child health. This tool focuses on service provision that prioritizes and protects the rights of service users (women and children under 5) to increase quality of care and decrease maternal and child mortality and morbidity. The guide assists health workers identify gaps, problems, and barriers in service provision and suggests group discussion and reflection that includes dialogue with services users to address issues. It is one of a series of reflection guides targeted to specific stakeholder groups and builds on from the two technical guidance documents of the Office of the United Nations High Commissioner for Human Rights. This guide is organized in three sections that correspond to the levels of health care.

The TAAP toolkit is a comprehensive guide designed for practitioners, organizations, and policymakers to ensure the integration of social inclusion in existing projects of any sector or to design a new project with inclusion as its goal. The interactive document can be used as an online tool or downloaded to be used offline. The introduction provides an in-depth overview of the TAAP method and all four phases of the cycle. The next section provides in-depth guidance on the implementation of each phase: inclusive inquiry and inflection, social inclusion analysis, inclusive design and inclusive implementation. The following section provides guidance on inclusive monitoring and evaluation and sustainability. Finally, annexes provide further information and guidance on intersectionality, inclusion, and how to adapt pieces of the tool based on specific needs. This tool was designed to be used globally and in a variety of contexts and sectors, both health and non-health.

This manual was designed to assist project managers, planners, and evaluators to improve their approaches to planning for and assessing sustainability in health projects implemented in developing countries. The manual provides insight into planning and involving local stakeholders as a method of achieving sustainability using the Sustainability Framework (SF). This tool can be used across projects and organizations within the health sector. The introduction explains in further detail the aims of each of the three chapters and three annexes that focus on different steps of the SF.

Evaluation studies

THRIVE is a framework and tool for engaging community members and practitioners in identifying "community-determinants of health" and addressing them to improve health, safety, and health equity. THRIVE can be implemented at local, state, and national level to inform policy and program direction. THRIVE is a web-based tool with downloadable components, providing guidance on the THRIVE framework, relevant tools for users and more resources. This tool can be used globally and adapted to a specific health area.

This framework focuses on creating and revising public policy on youth and suggests a series of flexible departure points for national youth development planners to formulate or review public policies on youth in line with the country’s priorities. The body of the document guides users through each stage of the framework, including questions users should be asking at each phase. This tool is a global framework that can be further adapted and contextualized to specific country settings.

This toolkit provides users with tools for the monitoring and evaluation (M&E) of gender-based-specific programming. The four main sections of the toolkit - guiding principles, planning for M&E, implementing the M&E plan and using M&E findings - were designed to guide USAID program managers on how to conduct M&E of gender-based violence-specific programming. The annexes provide more information and tools, including a tool for stakeholder analysis.

The stakeholder engagement tool guides the stakeholder analysis process. It was designed as a framework for identifying stakeholders, defining their roles and resources, and engaging them into a process of proposing, designing, implementing and reporting on research and monitoring and evaluation initiatives. The document contains nine sections: 1. Purpose; 2. Description; 3. Templates; 4. Guiding principles; 5. Use; 6. Audience; 7. Field applications; 8. Example application; 9. Implementation checklist. This tool can be used globally and in a variety of contexts and health topics.

Evaluation studies

This toolkit provides tools and visual approaches to facilitate participatory analysis. The introduction provides important elements for users to consider as they select and implement these different participatory methods and defines common methods. The body of the toolkit provides different methods of participatory analysis. The document references the specific tools that have been used and highlights key lessons learned from past implementation.

This tool, developed by the United Nations High Commissioner for Refugees guides UNHCR regional offices in participatory assessment processes to build partnerships with refugee individuals, understand problems that they face and to develop protecting strategies. The introduction provides descriptions of participatory assessment and situational assessment and also defines the tools' intended purpose and audience. The guiding principles section discusses the ethics of participation and the importance of participation. The largest section of the document outlines the ten steps of participatory assessment. The annexes provide more information on potential risks, how to communicate with children, and more. This document is designed to be used globally with refugee populations.

This series is designed for programme staff of development agencies; teachers; policy-makers – everyone with an interest in adolescents’ development, community development, and national and global development. The two booklets are designed to be used together. Booklet three describes adolescent participation in the project cycle, which aligns with the quality improvement cycle. Booklet four provides tools that focus on youth engagement into the different steps of the project cycle. Booklet three provides guidance on situational analysis, examples of adolescents' roles in planning, implementation, and monitoring and evaluation. Booklet four provides tools situational analysis, planning, and monitoring and evaluation. This handbook can be used in a variety of sectors and can be adapted based on country or organizational needs.

Contact the Commonwealth Secretariat (cyp@commonwealth.int) to access this resource

This toolkit guides users through integrating youth into all phases of the evaluation process. The document describes context and explains the purpose and goals of youth participation in programme evaluation. The next two sections of the guide provide tools and methodologies of participatory assessment that can be used with youth with examples. Monitoring and evaluation are a key component in the quality improvement cycle, and this document provides valuable insight on how to engage youth in this process and can be used in a variety of contexts and sectors.

This online tool is a multi-stakeholder workshop to identify and understand how different groups of people are vulnerable to different risks and develop action steps to improve social and economic well-being and promote resilient development. The tool provides facilitators with guidance on how to prepare for the four steps of the workshop, how to facilitate the workshop, and reflective action after the completion of the workshop. This tool can be used globally and adapted to a specific health area.

This toolbox was designed to provide organisations with tools to engage community members into different phases of the programme cycle, including analysis, programming, implementation, and evaluation. The toolbox was created as a supplement to global International Federation of Red Cross and Red Crescent Societies planning and programming processes. It provides a common Federation approach when working with communities. The introduction defines community engagement and describes the purpose of the toolkit. The following four sections align with the steps of the program cycle and provide tools related to those phases.

This toolkit was designed to support countries to integrate and operationalize key themes of empowerment and community engagement in maternal and newborn health programmes at the district level. It is also serves as a resource to support countries in planning, implementing, monitoring and evaluating health promotion interventions for maternal and newborn health. The toolkit is split into five documents that align with each of the five modules: overview of the framework, a facilitator's guide, a facilitator training manual, an overview of Participatory Community Assessment (PCA), and monitoring and evaluation. Each module provides training and helpful tips for implementation. The Toolkit is intended to be reviewed and adapted within each country to suit the national and local context.

This tool aims to guide youth-serving organizations and programmes in engaging participation in programming. The introduction provides instructions on how to use the guide and guidelines for facilitators. The body of the tool guides users through a conceptual overview on youth participation, institutional assessment and planning tool, a youth-adult partnership training curriculum, and background handouts. This handbook can be used in a variety of sectors and can be adapted based on country or organisational needs.