Steve Olson, Rapporteur
Board on Global Health
INSTITUTE OF MEDICINE
OF THE NATIONAL ACADEMIES
THE NATIONAL ACADEMIES PRESS
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NOTICE: The workshop that is the subject of this workshop summary was approved by the Governing Board of the National Research Council, whose members are drawn from the councils of the National Academy of Sciences, the National Academy of Engineering, and the Institute of Medicine.
This activity was supported by contracts between the National Academy of Sciences and the Bill & Melinda Gates Foundation, the Doris Duke Charitable Foundation, the Wellcome Trust, and the William and Flora Hewlett Foundation. The views presented in this publication do not necessarily reflect the views of the organizations or agencies that provided support for the activity.
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Suggested citation: IOM (Institute of Medicine). 2014. Evaluation design for complex global initiatives: Workshop summary. Washington, DC: The National Academies Press.
THE NATIONAL ACADEMIES
Advisers to the Nation on Science, Engineering, and Medicine
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PLANNING COMMITTEE FOR THE WORKSHOP ON
EVALUATING LARGE-SCALE, COMPLEX,
MULTI-NATIONAL GLOBAL HEALTH INITIATIVES1
ANN KURTH (Chair), New York University, New York, NY
GEORGE ALLEYNE, Pan American Health Organization, Washington, DC
KARA HANSON, London School of Hygiene & Tropical Medicine, London, United Kingdom
DOROTHY MUROKI, FHI 360, Nairobi, Kenya
JONATHON SIMON, Boston University, Boston, MA
MARTIN VAESSEN, ICF International, Rockville, MD
BRIDGET B. KELLY, Project Co-Director
KIMBERLY A. SCOTT, Project Co-Director
KATE MECK, Associate Program Officer
CHARLEE ALEXANDER, Senior Program Assistant (from November 2013)
JULIE WILTSHIRE, Financial Officer
PATRICK W. KELLEY, Senior Board Director, Board on Global Health
1 Institute of Medicine planning committees are solely responsible for organizing the workshop, identifying topics, and choosing speakers. The responsibility for the published workshop summary rests with the workshop rapporteur and the institution.
This workshop summary has been reviewed in draft form by individuals chosen for their diverse perspectives and technical expertise, in accordance with procedures approved by the National Research Council’s Report Review Committee. The purpose of this independent review is to provide candid and critical comments that will assist the institution in making its published workshop summary as sound as possible and to ensure that the workshop summary meets institutional standards for objectivity, evidence, and responsiveness to the study charge. The review comments and draft manuscript remain confidential to protect the integrity of the process. We wish to thank the following individuals for their review of this workshop summary:
RICHARD BERK, University of Pennsylvania
ANN KURTH, New York University
DOROTHY MUROKI, FHI 360,
SANJEEV SRIDHARAN, University of Toronto
HOWARD WHITE, International Initiative for Impact Evaluation (3ie)
Although the reviewers listed above have provided many constructive comments and suggestions, they did not see the final draft of the workshop summary before its release. The review of this workshop summary was overseen by Enriqueta Bond, President Emeritus, Burroughs Wellcome Fund. Appointed by the Institute of Medicine, she was responsible for
making certain that an independent examination of this workshop summary was carried out in accordance with institutional procedures and that all review comments were carefully considered. Responsibility for the final content of this workshop summary rests entirely with the rapporteur and the institution.
The planning committee and project staff deeply appreciate many valuable contributions from individuals who assisted us with this project. First, we offer our profound thanks to all of the presenters and discussants at the workshop, who gave so generously of their time and expertise. These individuals are listed in full in the workshop agenda in Appendix B. We are also grateful to the many participants who attended the workshop both in person and via the live webcast. The engagement of all those in attendance was robust and vital to the success of the event. We are also particularly appreciative of the thoughtful and creative contributions of Mary Ellen Kelly and James Kelly, who applied their many years of experience to help generate the fictional initiative used for the hypothetical design exercise at the workshop.
In addition, we thank the sponsors of this project for their support: the Bill & Melinda Gates Foundation, the Doris Duke Charitable Foundation, the Wellcome Trust, and the William and Flora Hewlett Foundation. We are also grateful to the Wellcome Trust for hosting the workshop, with a special thanks to Zoe Storey, Danielle Taplin, and all of the staff there for their gracious assistance in support of every aspect of the event. We also extend many thanks to Anthony Mavrogiannis and the staff at Kentlands Travel for supporting the travel needs and requirements of this project. We appreciate LeAnn Locher’s creative work in designing the report cover. Finally, we convey our gratitude for the hard work of the many staff of the Institute of Medicine and the National Academies who supported the project at every stage, from its inception to the workshop to the final production of this workshop summary report.