Tools & Guides

Recognising, Understanding and Addressing Performance Problems in Healthcare Organisations Providing Care to NHS Patients

Measuring, managing and improving organisational performance are key considerations for individuals and teams charged with the responsibility for leading and managing NHS organisations. These are issues that are addressed by this resource, which has been developed specifically to support managers and leaders of NHS organisations to identify and act upon signs of performance decline and failure. [from executive summary]

Developing a Salary Policy

Establishing a salary policy is a critical function of human resource administration which serves to support the organization’s most valuable asset, its human resources. A salary policy should be equitable, structured and clearly understood. By following these components of a salary policy and answering the questions posed, an organization can reflect on its past and present salary policy and establish a salary policy that is sound. [author’s description]

Transfer of Learning: A Guide for Strengthening the Performance of Health Care Workers

When health care workers participating in training are able to transfer their newly acquired knowledge and skills to their jobs, higher levels of performance and sustained improvements in service delivery are likely to result. A joint publication of PRIME II and JHPIEGO, Transfer of Learning uses a dynamic matrix to outline specific steps for supervisors, trainers, learners and co-workers to follow before, during and after a learning intervention to promote the transfer of learning. PRIME II has also created an interactive website based on Transfer of Learning.

Human Resource Management (HRM) Rapid Assessment Tool for Public- and Private-Sector Health Organizations: A Guide for Strengthening HRM Systems

The Human Resource Management (HRM) Assessment Tool offers a method for assessing what an organization’s Human Resource Management system consists of and how well it functions. The HRM Assessment Tool helps users to develop strategies to improve the human resource system and make it as effective as possible. It can also serve as a basis for focusing discussions, brainstorming, and strategic planning. It is designed to be used in public and private-sector health organizations.

Functional Job Analysis: Guidelines for Task Analysis and Job Design

This guide is designed for managers, supervisors, educators, planners, and evaluators. Its purpose is to discuss ways to improve decisions that affect how human resources are used to provide health services. Improved decisions require up-to-date and detailed information about three components of human resources for health: (1) the workforce, (2) the work performed and (3) the work settings. This guide discusses how to establish an information system that links these three components to form a unified model of human resources planning, training, and utilization. [from overview]

Human Resource Management (HRM) Rapid Assessment Tool for HIV/AIDS Environments: A Guide for Strengthening HRM Systems

The HRM-HIV Tool provides organizations with a participatory, rapid assessment tool for identifying an organization’s human resource management status and making concrete plans for improvements within HIV/AIDS environments. It has been used with both public and private organizations in Ghana, Kenya, Nigeria, and Tanzania. The tool conforms to principles of participation and self-determination that guide all of MSH’s training and technical assistance activities. [author’s description]

Assessing Your Organization's Capacity to Manage Finances

This issue of The Manager offers financial and program managers—from headquarters to the service delivery level - reasons to assess their financial management systems and a method for performing this assessment. It introduces FIMAT, the Financial Management Assessment Tool, a step-by-step process and instrument for rapidly assessing budgeting, accounting, purchasing and other financial systems. It describes how managers can use their assessment results to develop detailed action plans that can be incorporated into their organization’s annual operation plans. [from author]

Achieving the Right Balance: The Role of Policy-Making Processes in Managing Human Resources for Health Problems

This document presents a framework for analyzing factors affecting the development and implementation of HRH policies and strategies.

Human Resources: Managing and Developing Your Most Important Asset

This issue discusses human resource development, its components, and its critical role in improving organizational performance. The accompanying supplement, the Human Resource Development Assessment Tool, is designed to help a public or private-sector organization identify problem areas in the organization’s HRD system and develop an action plan to address them. [editors’ description]

Commonwealth Code of Practice for the International Recruitment of Health Workers

The Code develops a consensus approach to dealing with the problem of international recruitment of health workers, while remaining sensitive to the needs of recipient countries and the migratory rights of individual health professionals. The Code covers issues of transparency, fairness, mutuality of benefits, compensation/reparation/restitution, selection procedures, and registration. [Description from author]

HRM Resource Kit

This toolkit includes a collection of HRM resources and links assembled for the Global Health 2005 conference. Most of the resources are in Microsoft Word format and provide guidance on how to develop a variety of HRM documents or processes. Topics covered include supervision, hiring and recruitment, HR policies, and HIV Workplace Programs and training. [publisher’s description]

Preservice Implementation Guide: A Process for Strengthening Preservice Education

This guide describes the step-by-step process used to create a positive environment on the national level for strengthening medical, nursing, and preservice education, and the steps on the institutional level to improve the existing curriculum and its implementation. Adapted from the World Health Organization’s 2001 document Integrated Management of Childhood Illness (IMCI): Planning, Implementing and Evaluating Pre-Service Education.

Human Resources for Health: Models for Projecting Workforce Supply and Requirements, Version 3.0

This document describes two microcomputer spreadsheet models for developing 10 to 30+ year projection scenarios for the supply of and requirements for human resources for health, and for studying the interactions between personnel policies, health sector costs and productivity. The models are designed for use at the national or subnational level, and users may define their projection period in the requirements model according to their needs. [from introduction]

Integrated Management of Adolescent and Adult Illness: Interim Guidelines for First-Level Facility Health Workers

The WHO IMAI guidelines support the rapid expansion of access to ART by supporting the shifts of key tasks to multi-purpose health workers at first-level facilities located in the community (health centres and clinics). By preparing nurses and clinical aids to provide acute care to adults, many opportunistic infections can be treated and the patient stabilized for ARV treatment without referral to district clinic. Management of patients near their home is important for equity and to achieve high levels of ARV adherence. [adapted from publisher’s description]

Guidelines for Implementing Supportive Supervision: A Step-by-Step Guide with Tools for Immunization

This resource guide assists program managers in planning and implementing supervision systems in healthcare settings. Emphasis is placed on clear job expectations, leadership, and communication.

Performance Improvement Stages, Steps and Tools

Considered an introduction to the Performance Improvement Approach in low resource settings. Stages, Steps and Tools presents an easy-to-use guide for finding the root causes of performance problems and then selecting and implementing interventions to fix those deficits. A set of tools can be used independently or in conjunction with other interventions to improve the quality and accessibility of health care services. [

Joint ILO/WHO Guidelines on Health Services and HIV/AIDS

The ILO and the WHO decided to join forces in order to assist health services in building their capacities to provide their workers with a safe, healthy and decent working environment, as the most effective way both to reduce transmission of HIV and other blood-borne pathogens and to improve the delivery of care to patients.