Tools & Guides

The Quality Assurance Project investigated how job aids could increase compliance with guidelines for the Integrated Management of Childhood Illness (IMCI) in cooperation with the Zambia Central Board of Health beginning in 1999. One of the first countries to introduce IMCI, Zambia had a large number of IMCI-trained providers, and several IMCI job aids were already in use: a chartbook, recording form, poster, and mother card.

This manual was developed to assist district health management teams in countries where malaria is endemic to improve the quality of malaria treatment given by private clinics, pharmacies, shops and kiosks. It gives step-by-step instructions for how to implement a public health activity that will involve wholesalers in communicating malaria guidelines to retailers and private clinics. [author’s description]

The Sector Policy Review Tool offers a kit for involving important stakeholders more directly in reviewing health sector development, including specific programmes or areas within the health sector. It is made up of an introduction and several modules that guide different aspects of the review process. [author’s description]


Module 4 is dedicated to human resources for health.

This checklist is designed to be completed by clinical trainers preparing for clinical training courses. It covers the areas of Participant Selection and Management, Classroom Logistics, Clinic Logistics, and Classroom Preparation/ Management.

A key purpose of the manual is to enable hospital administrators, clinic managers and healthcare professionals working in limited resource settings to develop their own uniform infection prevention policies and service delivery guidelines. It is recognized, however, that the strategies, priorities and proven methods of infection risk reduction described in this manual will need to be adapted to reflect the existing conditions in each country. Only through this process can much needed changes be implemented and patient care in hospitals and clinics improved. [from preface]

The methodology for improving quality in healthcare has evolved rapidly over the past decade. This has come about as a result of several factors: the large number of field experiences that have taken place in many countries worldwide and in a variety of different areas and specialities in healthcare delivery; the increasing complexity of healthcare delivery and with that the emerging new needs for efficient and cost-effective care; the increased expectations of our customers; and lastly, the advances in our knowledge on improvement, management, and clinical practice.

This document focuses on the rationale, approaches and vision required for strengthening health information systems, the components and standards of a health information system, and the guiding principles for health information system development along with practical steps for implementation. [adapted from author]

This tool permits countries to compare performance with objective standards for health information and provides the basis for evaluation of country health information systems. The tool consists of a standardized questionnaire through which the current status of the health information system is evaluated against specific criteria. The tool provides both a baseline asssesment, diagnosis of critical gaps in health information results, processes, context and resources; and also serves as an ongoing monitoring tool to gauge performance and achievements. [author’s description]

This document contains suggestions for creating a workplace violence policy, a sample corporate policy and a sample workplace violence policy statement.

This action guide offers practical guidance on creating or expanding HIV/AIDS workplace programs for civil services. Human resource managers, employee welfare managers, medical officers and labor representatives in government ministries and agencies can use the guide to design and develop effective and appropriate HIV/AIDS prevention, care and support programs. Public Sector Workforce is intended to be a basic reference tool. Users can select chapters to assist with specific aspects of an HIV/AIDS program.

COPE, which stands for “client-oriented, provider-efficient” services, is a process that helps health care staff continuously improve the quality and efficiency of services provided at their facility and make services more responsive to clients’ needs. COPE provides staff with practical, easy-to-use tools to identify problems and develop solutions using local resources, and it encourages all levels of staff and supervisors to work together as a team and to involve clients in assessing services. Through COPE, staff develop a customer focus, learning to define quality in concrete terms by putting themselves in their clients’ shoes.

This paper represents the second phase of a larger study examining health worker motivation in two hospitals in Tbilisi, Georgia. The overall objective of the 360 degree assessment was to begin to identify the major organizational, situational, and individual factors associated with health worker motivation, and to better understand how major constituencies (i.e., managers, supervisors, workers, and patients) perceive the hospital/work environment. Specific objectives of this study component were to: assess congruence between managers, supervisors and workers on perceptions of hospital goals; compare perceptions of hospital and worker characteristics among types of workers (physician, nurse, other) and levels of respondents (managers, supervisors, workers, patients); and identify possible factors for stimulating good performance and possible interventions for enhancing motivation.

These guidelines are designed as a practical tool to help businesses implement effective malaria control programmes in order to protect their employees and the surrounding communities. They are also intended to make the case, from social, economic and business perspectives, for businesses to do so. The guidelines provide companies with a framework for choosing suitable malaria control interventions and give detailed information on how employers can initiate and manage these activities. [author’s description]

Using all of the tools in the document will provide a comprehensive assessment of skills and service delivery. Each tool, however, may be used separately or combined with others to create a document appropriate for the content of a specific maternal and newborn health training course. [author’s description]

The safety of heath care workers (HCWs) who take care of people with HIV/AIDS and other infectious diseases is of paramount importance. Occupational transmission of blood borne infections is not regarded as a common problem in developed country settings, but this is not the case in resource poor countries where the incidence and impact of such exposures is under-reported and is now becoming appreciated as an important risk factor for HCWs.

The Population Council and The Pubcomm Group, Inc. have developed simple, inexpensive, user-friendly computerized job aids to assist supervisors in improving the quality of family planning, maternity care, and postabortion care services. The software is free to download. [publisher’s description]

Tools to assist primary providers and their managers in assessing, monitoring and improving the gender sensitivity of family planning and reproductive health services on an ongoing basis. [publisher’s description]

The Workload Indicators for Staffing Levels was created to provide a rational method of setting the correct staffing levels in health facilities, taking into account the the wide local variations which are found within every country, such as the different levels and patterns of morbidity in different locations, the ease of access to different facilities, the patient attitudes in different parts of the country to the services provided, and the local economic circumstances. This Manual sets out all the activities which are necessary in order to design and implement the WISN Method in a country.

Health workers play a key role in screening for and treating the consequences of gender-based violence, and female health workers may themselves experience GBV, compromising their ability to work. Training health workers to identify, treat and respond effectively to GBV is essential for the health sector and the communities that health workers serve. The Capacity Project conducted a search of existing training modules and training support materials on GBV, particularly those intended for health care personnel. The purpose of this activity was to identify and review existing GBV training modules that could be adapted and/or integrated into pre-service education or in-service training curricula in developing countries. [adapted from author]

Various tools and approaches can help accelerate the process of providing health care workers with the skill sets needed to tackle current health care needs. To this end, the Capacity Project has identified and categorized existing tools and approaches that support health cadres in learning new skills, especially in the area of HIV/AIDS. In this paper, we briefly describe and give examples of these potential resources, providing web links (where available) in the appendices. [from introduction]

This manual is a collection of adaptable tools and guidelines designed to help clinic supervisors and clinic managers achieve objective improvements in the quality of health care. The manual is especially useful for managers supervising integrated health services, who, on any given day, may be called on to support the provision of a full range of primary health services. The manual is designed to complement more detailed standard operating procedures that may be in use for specific services, for example, antiretroviral therapy.

A participatory assessment process is a valuable starting point for involving all community members, including young people, in YRH and HIV/AIDS program development. YRH and HIV/AIDS program workers need skills in facilitating participatory assessments, especially when youth involvement is a key component. Supporting facilitators to learn by doing is an effective strategy to build skills in using participatory learning and action (PLA) approaches and tools during participatory assessment and throughout the project cycle.

In a single electronic platform, the WHO’s Communicable Disease Global Atlas is bringing together for analysis and comparison standardized data and statistics for infectious diseases at country, regional, and global levels. The analysis and interpretation of data are further supported through information on demography, socioeconomic conditions, and environmental factors. The database includes a category for human resources for health information. Users can download information in reports, charts and maps as well as use the mapping interface to select geographic areas of interest and creat maps of diseases, the location of health facilities and the density of health personnel by category.

GRHAM is a CCIH initiative, in collaboration with numerous partners, to increase the awareness of Faith-based Organizations (FBOs) in providing essential health services around the world. GRHAM strives to put FBOs and Christian Health Associations (CHAs) “on the map” to improve networking, including collaboration with and between christian health associations, medical missions, ministries of health and multilateral donors. [from website description]

Many companies recognize the HIV/AIDS epidemic as a serious threat to productivity and profitability. [This guide] provides practical steps for developing and implementing workplace prevention and care programs that will serve both employees and managers. [from introduction]

The tools and guidelines collected in this book will assist health program managers, policymakers, and leaders to assess the impact of HIV/AIDS on the health workforce and its capacity to deliver and scale up HIV/AIDS services. The book provides materials to help decision-makers develop a strategy to mitigate the impact of HIV/AIDS, for both a short-term emergency response and a longer-term plan to strengthen HRM systems. This compilation also includes a tool developed by the World Health Organization to help HIV/AIDS programs to achieve a more sustainable workforce appropriately trained to provide ART.

Mystery clients are trained people (usually community members) who visit program facilities in the assumed role of clients, and then report (by completing a survey or through an interview) on their experience. They might be used in an effort to avoid the bias in the service delivery process that often results from having service transactions observed. Mystery clients can also serve to gather a sufficient number of observations of service transactions when the actual volume of service visits is low. [publisher’s description]

This workbook has been designed to help you produce a workforce plan. The workbook is set out as the draft of workforce plan for Department of Health of a mythical small island country, Planania. Your task is to make changes in the content of this draft so as to produce a draft plan for your health authority. Although the workbook was designed for use at national level in small countries, it has been used in preparing workforce plans for health systems serving populations of several million people. It can be used for planning at district, regional or national level.

This rapid-assessment guide is designed to help users arrive at a global overview of a country’s HRH situation. The guide is designed to help users assess current HRH constraints and challenges to “scaling up” health interventions. HRH main issues include: Policy, regulation and planning; Management and performance improvement; Labour market; Education, training and research; HRH and priority health programmes; and Monitoring and evaluation. [author’s description]

The main aim of these guidelines is to support countries in the Human Resource Development and management process of assessing the human resource for health situation, policy and plan development with the view of achieving some level of comprehensiveness and consistency country level. The guidelines will discuss HRH processes, situation analysis, policy and plan development with reference to the overall context of national health policies and strategies. These guidelines describe how to formulate, develop, review HRH situations, policies and plans with the flexibility necessary for each country context.