PROGRAM BUDGET 2010-2011

Expected Result No. 4

Pan AmericanHealthOrganization

PAHO Strategic Plan 08–12

WHO Medium-term Strategic Plan 08–13

WHO General Programme of Work 06–15(Global Health Agenda)

PAHO Program Budget08–09 (and 10–11, 12–13)

Biennial Workplans08–09 (and 10–11, 12–13)

PAHO Planning Instruments for 2008 PAHO Planning Instruments for 2008 OnwardOnward

Health Agenda for the Americas

08–17

Country Cooperation Strategies (CCS)

|

Biennial Workplan development

Jan 2009 / 2011

May Oct Jan 2010 / 2012

EB WHA

OSER

BWP approved

1st DraftProgramme

Budget

Programme Budget

approved

Draft RER

Draft OWER

Feb Mar

Biennial Workplancosting

Consultationwithin & across SO Teams and AMPES entities

on OSERs and Products and Services

Sep

BWPImpl.

Discussion within/among SO teams and AMPES

entities on RERs

Apr

& Adjustment of budget envelopes

Internal DraftProgramme

Budget

Nov 2008 / 2010

Dec Jun Jul Aug Nov Dec

2nd DraftProgramme

Budget

Schedule for the elaboration of the Program Budget and the Biennial Workplans

AMM

AMM (Annual Managers Meeting)

BWP (Biennial Workplan)

DC (PAHO Directing Council)

EC (PAHO Executive Committee)

EB (WHO Executive Board)

SPBA (PAHO Subcommittee on Program, Budget and Administration)

WHA (World Health Assembly)

SPBA DC ECEC

|

2nd. DRAFTPB 10-11

ECJUNE 2009

PMA2nd. SEMESTER

1st. WEEK DECEMBER

2008

PB 10-11 BEGINSMANAGERS MEETING

10-14 NOV. 2008

PMA: Performance Monitoring and AssessmentPRT: Peer Review Teams: Review, discuss and report on BWP; and review and final report of PMA PB: Program BudgetBWP: Biennial Workplan

1st. DRAFTPB 10-11

SPBAMARCH 2009

SUBREGIONAL MANAGERS MTG: BWP 10-11 INSTRUCTIONS; Begining Subregional BWP and PROGRESS PB 10-11

FEB-MAR 2009

1st PHASE BEGINSBWP 10-111 FEB. 2009

PMA3rd. SEMESTER

JULY 2009

FINALPB 10-11

DCSEP/OCT 2009

1st DraftBWP 10-11

30 APRIL 2009

PMABIENNIUM END

LAST WEEKNOV. 2009

BWP 10-11APPROVAL

BY EXM1st. WEEKDEC. 2009

BWP 10-11 Implementation

Begins1 JAN 2010PRT

Nov. 2008

Jan. 2010

2nd DRAFTBWP 10-1115 AUGUST

2009

BWP 1st. Phase

BWP 2nd. Phase

Working Groups Working Groups GuidelinesGuidelines

Expected Result No. 4Expected Result No. 4

Working Groups Working Groups GuidelinesGuidelines

Expected Result No. 4Expected Result No. 4Annual Managers Meeting Annual Managers Meeting

10-14 November 200810-14 November 2008

Annual Managers Meeting Annual Managers Meeting

10-14 November 200810-14 November 2008

PurposePurpose• Define targets of RER indicators for 2011 as well Define targets of RER indicators for 2011 as well

as country targets for the biennium 2010-2011, as country targets for the biennium 2010-2011, through dialogue and negotiation between SO through dialogue and negotiation between SO teams and entity managers.teams and entity managers.

– The discussion and negotiation will only be The discussion and negotiation will only be on the list of RER indicators that are on the list of RER indicators that are associated to the main topics under review in associated to the main topics under review in the meeting (Strengthening of Health Systems the meeting (Strengthening of Health Systems based on PCH and Health Determinants, based on PCH and Health Determinants, within the framework of the MDGs).within the framework of the MDGs).

– The dialogue and negotiation will continue The dialogue and negotiation will continue after the Annual Managers Meetingafter the Annual Managers Meeting

– An agreement should be reached An agreement should be reached (commitment)(commitment)

• Define targets of RER indicators for 2011 as well Define targets of RER indicators for 2011 as well as country targets for the biennium 2010-2011, as country targets for the biennium 2010-2011, through dialogue and negotiation between SO through dialogue and negotiation between SO teams and entity managers.teams and entity managers.

– The discussion and negotiation will only be The discussion and negotiation will only be on the list of RER indicators that are on the list of RER indicators that are associated to the main topics under review in associated to the main topics under review in the meeting (Strengthening of Health Systems the meeting (Strengthening of Health Systems based on PCH and Health Determinants, based on PCH and Health Determinants, within the framework of the MDGs).within the framework of the MDGs).

– The dialogue and negotiation will continue The dialogue and negotiation will continue after the Annual Managers Meetingafter the Annual Managers Meeting

– An agreement should be reached An agreement should be reached (commitment)(commitment)

The Matrix ApproachThe Matrix ApproachStrategic Objectives vs. AMPES Entities (implementing units)Strategic Objectives vs. AMPES Entities (implementing units)

The Matrix ApproachThe Matrix ApproachStrategic Objectives vs. AMPES Entities (implementing units)Strategic Objectives vs. AMPES Entities (implementing units)

AE 78AE 78

AE 77AE 77

AE 5...AE 5...

AE 4AE 4

AE 3AE 3

AE 2AE 2

AE 1AE 1

SO16SO16SO15SO15SO4...SO4...SO3SO3SO2SO2SO1SO1 Strategic Strategic

ObjectiveObjective

AMPES AMPES

EntityEntity

Pan AmericanHealthOrganization

AMPES ENTITIESAMPES ENTITIES

• AMPES entities are the managerial and programmatic units of the PASB. Each AMPES entity is responsible for a Biennial Workplan and its budget. As such, the AMPES system recognizes this entity as the nucleus for program and budget management, hence its name.

• Total AMPES entities: 78– Regional level: 28

– Subregional level: 9

– Country level: 41

RERs (Region-wide Expected

Results)

All Results Aggregate to RERsAll Results Aggregate to RERsRERs represent the PASB’s collective corporate efforts

PAHO/WHO Country OfficeOSERs

SubregionalOSERs

Executive Management

OSERsRegional HQ Areas

OSERs

Technical CenterOSERs

Format and DurationFormat and Duration

• Presentation (20 minutes) Presentation (20 minutes)

• Group Discussions (4 hours)Group Discussions (4 hours)– Conducted by the SO facilitators Conducted by the SO facilitators

• Plenary session for conclusions Plenary session for conclusions (45 min.)(45 min.)

• Presentation (20 minutes) Presentation (20 minutes)

• Group Discussions (4 hours)Group Discussions (4 hours)– Conducted by the SO facilitators Conducted by the SO facilitators

• Plenary session for conclusions Plenary session for conclusions (45 min.)(45 min.)

Proposed dynamic for Proposed dynamic for group discussionsgroup discussions

• Dialogue, negotiation and agreement focused on Dialogue, negotiation and agreement focused on the proposal presented by the SO teams:the proposal presented by the SO teams:

• projected countries that will achieve the projected countries that will achieve the targets of the RER indicators at the end of targets of the RER indicators at the end of 2009 2009

• RER indicator targets for 2011 RER indicator targets for 2011 • target countries for the biennium 2010-2011 target countries for the biennium 2010-2011

• It is expected a thorough discussion on these It is expected a thorough discussion on these issues, proposal of changes (inclusion or issues, proposal of changes (inclusion or exclusion) or acceptance of proposals exclusion) or acceptance of proposals

• Dialogue, negotiation and agreement focused on Dialogue, negotiation and agreement focused on the proposal presented by the SO teams:the proposal presented by the SO teams:

• projected countries that will achieve the projected countries that will achieve the targets of the RER indicators at the end of targets of the RER indicators at the end of 2009 2009

• RER indicator targets for 2011 RER indicator targets for 2011 • target countries for the biennium 2010-2011 target countries for the biennium 2010-2011

• It is expected a thorough discussion on these It is expected a thorough discussion on these issues, proposal of changes (inclusion or issues, proposal of changes (inclusion or exclusion) or acceptance of proposals exclusion) or acceptance of proposals

Proposed Dynamic for Proposed Dynamic for the Group Discussionsthe Group Discussions• The dialogue will be conducted by the SO The dialogue will be conducted by the SO

facilitators with the support of the RER facilitators with the support of the RER facilitators. facilitators.

• Dialogue will be by SO in the AMM (the dialogue Dialogue will be by SO in the AMM (the dialogue will be also by country after de AMM) will be also by country after de AMM)

• A rapporteur from PBR/CFS will be assigned to A rapporteur from PBR/CFS will be assigned to each group to facilitate the debate.each group to facilitate the debate.

• Each SO facilitator will present a summary of the Each SO facilitator will present a summary of the dialogue, reflections and conclusions in a plenary dialogue, reflections and conclusions in a plenary session.session.

• The dialogue will be conducted by the SO The dialogue will be conducted by the SO facilitators with the support of the RER facilitators with the support of the RER facilitators. facilitators.

• Dialogue will be by SO in the AMM (the dialogue Dialogue will be by SO in the AMM (the dialogue will be also by country after de AMM) will be also by country after de AMM)

• A rapporteur from PBR/CFS will be assigned to A rapporteur from PBR/CFS will be assigned to each group to facilitate the debate.each group to facilitate the debate.

• Each SO facilitator will present a summary of the Each SO facilitator will present a summary of the dialogue, reflections and conclusions in a plenary dialogue, reflections and conclusions in a plenary session.session.

Proposed dynamic for Proposed dynamic for group discussionsgroup discussions

• As a result of the dialogue and negotiation:As a result of the dialogue and negotiation:

• Regional and subregional managers shall Regional and subregional managers shall commit to achieve the targets of the RER commit to achieve the targets of the RER indicators under their technical indicators under their technical responsibility. responsibility.

• Country entity managers shall commit to be Country entity managers shall commit to be part of the target countries in the “Number part of the target countries in the “Number of Countries…” indicator type, when of Countries…” indicator type, when appropriate. appropriate.

• Teams should come to an agreement at the Teams should come to an agreement at the end of the session if possibleend of the session if possible

• As a result of the dialogue and negotiation:As a result of the dialogue and negotiation:

• Regional and subregional managers shall Regional and subregional managers shall commit to achieve the targets of the RER commit to achieve the targets of the RER indicators under their technical indicators under their technical responsibility. responsibility.

• Country entity managers shall commit to be Country entity managers shall commit to be part of the target countries in the “Number part of the target countries in the “Number of Countries…” indicator type, when of Countries…” indicator type, when appropriate. appropriate.

• Teams should come to an agreement at the Teams should come to an agreement at the end of the session if possibleend of the session if possible

Proposed Strategic Objective Proposed Strategic Objective TeamsTeams

This groups are based on the list of RER IndicatorsThis groups are based on the list of RER Indicatorsassociated to the themes under discussion associated to the themes under discussion

TeamTeam Strategic ObjectiveStrategic Objective Moderator(s)Moderator(s)

11 1, 3 y 51, 3 y 5 Dr. Jarbas BarbosaDr. Jarbas Barbosa

Dr. Jean Luc PonceletDr. Jean Luc Poncelet

22 2, 4 y 92, 4 y 9 Dr. Gina TambiniDr. Gina Tambini

33 6, 7, 86, 7, 8 Dr. Luiz A. GalvaoDr. Luiz A. Galvao

44 10, 11, 12, 13, 1410, 11, 12, 13, 14 Dr. Pedro BritoDr. Pedro Brito

Dr. José Di FabioDr. José Di Fabio

55 15, 1615, 16 Dr. Hugo PradoDr. Hugo Prado

Mr. Ed HarknessMr. Ed HarknessNote: Moderators of Groups 1, 4, and 5 will conduct the session according to the SO under discussionNote: Moderators of Groups 1, 4, and 5 will conduct the session according to the SO under discussion

Sample of SO TeamsSample of SO Teams

Division of GroupsDivision of GroupsManagers from the Subregional and Country level will be Managers from the Subregional and Country level will be divided into five groups according to the following table:divided into five groups according to the following table:

Subregional and Country Entities (SCE Groups)Subregional and Country Entities (SCE Groups)

Group 1Group 1 Group 2Group 2 Group 3Group 3 Group 4Group 4 Group 5Group 5

- Bolivia- Bolivia- Colombia- Colombia- Ecuador- Ecuador- Peru- Peru- Venezuela- Venezuela- Cuba- Cuba

- Argentina- Argentina- Brazil- Brazil- Chile- Chile- Paraguay- Paraguay- Uruguay- Uruguay

- Costa Rica- Costa Rica- El Salvador- El Salvador- Guatemala- Guatemala- Honduras- Honduras- Nicaragua- Nicaragua- Panama- Panama- Dominican - Dominican

Republic Republic

- Bahamas- Bahamas-- CPC CPC- FDA - FDA

countries countries - Guyana- Guyana- Jamaica- Jamaica- Suriname- Suriname- Trinidad y - Trinidad y

TobagoTobago

- Barbados- Barbados- Canada- Canada- Haiti- Haiti- Mexico- Mexico- Eastern - Eastern Caribbean Caribbean CountriesCountries

-Belize-Belize-USA-USA-USA-Mexico -USA-Mexico Border Border

-Puerto Rico-Puerto Rico

Distribution per Distribution per GroupGroup

Participants from the Subregional and Country EntitiesParticipants from the Subregional and Country Entities

Distribution per Distribution per GroupGroup

Participants from the Subregional and Country EntitiesParticipants from the Subregional and Country EntitiesGroup 1• Dr. Christian Darras• Dr. Pier Paolo Balladelli• Dr. Jorge Luis Prosperi• Dr. Manuel Peña• Dr. Lea Guido

Group 2• Dr. José Antonio Pagés• Mr. Diego Victoria• Dr. Juan Manuel Sotelo• Dr. Carmen Rosa Serrano• Dr. José Fernando Dora

Group 3• Dr. Carlos Samayoa• Dr. Priscilla Rivas-Loria• Dr. Joaquín Molina• Dr. Lilian Reneau-Vernon• Dr. Angel Valencia• Dr. Ana Cristina Nogueira

Group 1• Dr. Christian Darras• Dr. Pier Paolo Balladelli• Dr. Jorge Luis Prosperi• Dr. Manuel Peña• Dr. Lea Guido

Group 2• Dr. José Antonio Pagés• Mr. Diego Victoria• Dr. Juan Manuel Sotelo• Dr. Carmen Rosa Serrano• Dr. José Fernando Dora

Group 3• Dr. Carlos Samayoa• Dr. Priscilla Rivas-Loria• Dr. Joaquín Molina• Dr. Lilian Reneau-Vernon• Dr. Angel Valencia• Dr. Ana Cristina Nogueira

Group 4• Dr. Merle Lewis• Dr. Kathleen Israel• Dr. Ernest Pate• Dr. Stephen Simon• Dr. Carol Boyd-Scobie• Dr. Bernadette Theodore-Gandi

Group 5• Dr. Gina Watson• Dr. Cristina Beato• Dr. Henriette Chamouillet• Dr. Philippe Lamy• Dr. Beverly Barnett• Dr. María Teresa Cerqueira

Group 4• Dr. Merle Lewis• Dr. Kathleen Israel• Dr. Ernest Pate• Dr. Stephen Simon• Dr. Carol Boyd-Scobie• Dr. Bernadette Theodore-Gandi

Group 5• Dr. Gina Watson• Dr. Cristina Beato• Dr. Henriette Chamouillet• Dr. Philippe Lamy• Dr. Beverly Barnett• Dr. María Teresa Cerqueira

Rotation every 45 Rotation every 45 minutesminutes

Equipo de SO SO Team 2

SO Team 3

SO Team 4

SO Team 5

SO Team 1

SCE Group 1

SCE Group 2

SCE Group 3

SCE Group 4

SCE Group 5

List of RER IndicatorsList of RER IndicatorsInformation from the Strategic PlanInformation from the Strategic Plan

List of RER IndicatorsList of RER Indicators((information as proposed by SO facilitators)information as proposed by SO facilitators)

Reports by CountryReports by Country

ProductProductFirst draft of the PAHO Program First draft of the PAHO Program Budget 2010-2011 that includes RER Budget 2010-2011 that includes RER indicator targets for 2011 and target indicator targets for 2011 and target countries for the “Number of countries for the “Number of countries…” indicator type with countries…” indicator type with emphasis on Primary Health Care, emphasis on Primary Health Care, Health Systems, Health Health Systems, Health Determinants, and Millennium Determinants, and Millennium Development Goals.Development Goals.

First draft of the PAHO Program First draft of the PAHO Program Budget 2010-2011 that includes RER Budget 2010-2011 that includes RER indicator targets for 2011 and target indicator targets for 2011 and target countries for the “Number of countries for the “Number of countries…” indicator type with countries…” indicator type with emphasis on Primary Health Care, emphasis on Primary Health Care, Health Systems, Health Health Systems, Health Determinants, and Millennium Determinants, and Millennium Development Goals.Development Goals.

Thank you!Thank you!

Participant MaterialsParticipant Materials

• Summary of the analysis and discussion Summary of the analysis and discussion from the day before about Primary Health from the day before about Primary Health Care, Health Systems, Health Care, Health Systems, Health Determinants and Millennium Determinants and Millennium Development Goals completed on the Development Goals completed on the previous dayprevious day

• Preliminary Budget Estimates by Strategic Preliminary Budget Estimates by Strategic ObjectiveObjective

• Summary of the analysis and discussion Summary of the analysis and discussion from the day before about Primary Health from the day before about Primary Health Care, Health Systems, Health Care, Health Systems, Health Determinants and Millennium Determinants and Millennium Development Goals completed on the Development Goals completed on the previous dayprevious day

• Preliminary Budget Estimates by Strategic Preliminary Budget Estimates by Strategic ObjectiveObjective

Participant MaterialsParticipant Materials

• List of RER indicators with emphasis on Primary List of RER indicators with emphasis on Primary Health Care, Health Systems, Health Determinants Health Care, Health Systems, Health Determinants and the Millennium Development Goals, including and the Millennium Development Goals, including proposed targets for 2011 and target countries proposed targets for 2011 and target countries proposed by the SO facilitators.proposed by the SO facilitators.

• Report by country showing those that are in the Report by country showing those that are in the baseline, in the projection to achieve the target of baseline, in the projection to achieve the target of the RER indicator by 2009 and if they are proposed the RER indicator by 2009 and if they are proposed as a target country for the biennium 2010-2011as a target country for the biennium 2010-2011

• List of RER indicators with emphasis on Primary List of RER indicators with emphasis on Primary Health Care, Health Systems, Health Determinants Health Care, Health Systems, Health Determinants and the Millennium Development Goals, including and the Millennium Development Goals, including proposed targets for 2011 and target countries proposed targets for 2011 and target countries proposed by the SO facilitators.proposed by the SO facilitators.

• Report by country showing those that are in the Report by country showing those that are in the baseline, in the projection to achieve the target of baseline, in the projection to achieve the target of the RER indicator by 2009 and if they are proposed the RER indicator by 2009 and if they are proposed as a target country for the biennium 2010-2011as a target country for the biennium 2010-2011

Reference DocumentsReference Documents

• Strategic Plan 2008-2012Strategic Plan 2008-2012

• Health Agenda for the AmericasHealth Agenda for the Americas

• Strategic Plan 2008-2012Strategic Plan 2008-2012

• Health Agenda for the AmericasHealth Agenda for the Americas

Improving alignment between the MTSP, PAHO Improving alignment between the MTSP, PAHO Strategic Plan and Strategic Plan and

the CCSs with the BWPthe CCSs with the BWP

PAHO SPMTSP CCS

BWPOperational

Planning

S t r a t e g i c P l a n n i n g

The PWR must reconcile national priorities with collective regional priorities and must proactively work to achieve the RER indicator

targets set out in the Strategic Plan

CCS – SP – BWP Relationship

National Priorities

Country Cooperation Strategy

(CCS)

Biennial Workplan(BWP)

Collective Regional Priorities

Strategic Plan(SP)

PAHO’s Accountability Framework

PASB Director(AMRO Regional Director)

-Country Offices-Subregions-Pan American Centers

Regional Office- EXM- Area Managers

Countries (MoH)

PAHO Governing Bodies

WHO Director General

WHO Governing Bodies

Pan American Sanitary Bureau