summary of proceedings from the community health worker forum

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Summary of Proceedings from the Community Health Worker Forum 1 Summary of Proceedings from the Community Health Worker Forum Washington, DC, November 12, 2014 Background USAID’s flagship Maternal and Child Survival Program (MCSP) called this meeting in order to inform its Community Health workplan activities so that they are complementary to other USAID-supported activities. An executive summary of these proceedings is available at http://www.mcsprogram.org/. Co-Facilitators were Laura Raney, Sr. Knowledge Management Advisor, MCSP/Jhpiego & Telesphore Kabore, Community Mobilization Advisor, MCSP/Save the Children The Maternal and Child Survival Program, launched in June 2014, is a global, USAID Cooperative Agreement to introduce and support high-impact health interventions with a focus on 24 high-priority countries 1 with the ultimate goal of ending preventable child and maternal deaths (EPCMD) within a generation. The MCSP builds on the Maternal and Child Health Integrated Program (MCHIP), and is focused on ensuring that all women, newborns and children most in need have equitable access to quality health care services. As one of many players in the field of Community Health, both in the USAID sphere and globally, MCSP has a high interest in ensuring community health worker (CHW) efforts are successful and sustainable at scale. This forum brought together 41 participants 2 from over 20 organizations including program planners, technical advisors, implementers, researchers, donors, and evaluatorsinvolved in CHW programming to contribute their thinking to three related objectives: 1) Consider the context of needs for communication on CHW issues. In particular, what information is needed in terms of CHW roles, trainings, credentials, and services; 2) Review the CHW Reference Guide and consider the content, suggest amendments, and provide suggestions for effective and creative dissemination of the guide; and 3) Take advantage of this gathering to continue promoting shared knowledge and connections between various organizations and efforts regarding CHW programming. Summary of the Agenda The day was divided into several sessions based on the objectives of the meeting. In the morning, participatory exercises and a report out session enabled the group to explore what information 1 * USAID's high-priority countries are Afghanistan, Bangladesh, Democratic Republic of Congo, Ethiopia, Ghana, Haiti, India, Indonesia, Kenya, Liberia, Madagascar, Malawi, Mali, Mozambique, Nepal, Nigeria, Pakistan, Rwanda, Senegal, South Sudan, Tanzania, Uganda, Yemen and Zambia. 2 See Appendix A for list of participants.

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As one of many players in the field of Community Health, both in the USAID sphere and globally, MCSP has a high interest in ensuring community health worker (CHW) efforts are successful and sustainable at scale. This forum brought together 41 participants from over 20 organizations including program planners, technical advisors, implementers, researchers, donors, and evaluators—involved in CHW programming to contribute their thinking to three related objectives: 1) Consider the context of needs for communication on CHW issues. In particular, what information is needed in terms of CHW roles, trainings, credentials, and services; 2) Review the CHW Reference Guide and consider the content, suggest amendments, and provide suggestions for effective and creative dissemination of the guide; and 3) Take advantage of this gathering to continue promoting shared knowledge and connections between various organizations and efforts regarding CHW programming.

TRANSCRIPT

  • Summary of Proceedings from the Community Health Worker Forum 1

    Summary of Proceedings from the Community

    Health Worker Forum

    Washington, DC, November 12, 2014

    Background

    USAIDs flagship Maternal and Child Survival Program (MCSP) called this meeting in order to

    inform its Community Health workplan activities so that they are complementary to other

    USAID-supported activities. An executive summary of these proceedings is available at

    http://www.mcsprogram.org/.

    Co-Facilitators were Laura Raney, Sr. Knowledge Management Advisor, MCSP/Jhpiego &

    Telesphore Kabore, Community Mobilization Advisor, MCSP/Save the Children

    The Maternal and Child Survival Program, launched in June 2014, is a global, USAID

    Cooperative Agreement to introduce and support high-impact health interventions with a focus

    on 24 high-priority countries1 with the ultimate goal of ending preventable child and maternal

    deaths (EPCMD) within a generation. The MCSP builds on the Maternal and Child Health

    Integrated Program (MCHIP), and is focused on ensuring that all women, newborns and children

    most in need have equitable access to quality health care services.

    As one of many players in the field of Community Health, both in the USAID sphere and

    globally, MCSP has a high interest in ensuring community health worker (CHW) efforts are

    successful and sustainable at scale. This forum brought together 41 participants2 from over 20

    organizations including program planners, technical advisors, implementers, researchers, donors,

    and evaluatorsinvolved in CHW programming to contribute their thinking to three related

    objectives: 1) Consider the context of needs for communication on CHW issues. In particular,

    what information is needed in terms of CHW roles, trainings, credentials, and services; 2)

    Review the CHW Reference Guide and consider the content, suggest amendments, and provide

    suggestions for effective and creative dissemination of the guide; and 3) Take advantage of this

    gathering to continue promoting shared knowledge and connections between various

    organizations and efforts regarding CHW programming.

    Summary of the Agenda

    The day was divided into several sessions based on the objectives of the meeting. In the morning,

    participatory exercises and a report out session enabled the group to explore what information

    1 * USAID's high-priority countries are Afghanistan, Bangladesh, Democratic Republic of Congo, Ethiopia, Ghana, Haiti, India,

    Indonesia, Kenya, Liberia, Madagascar, Malawi, Mali, Mozambique, Nepal, Nigeria, Pakistan, Rwanda, Senegal, South Sudan,

    Tanzania, Uganda, Yemen and Zambia. 2 See Appendix A for list of participants.

    http://www.mcsprogram.org/http://www.mchip.net/CHWReferenceGuide

  • 2 Summary of Proceedings from the Community Health Worker Forum

    and communication needs exist amongst Global Alliances, ministries of health and NGOs, and

    implementing partners regarding working with CHWs. The group also spent time during the

    morning comparing the various popular definitions of what is a CHW. After lunch, participants

    worked in small groups and reviewed the CHW Reference Guide providing suggestions for

    amendments to the various chapters and ways the guide could be disseminated globally and

    locally. The meeting closed with various participants providing updates on their work around

    CHW programming. A copy of the agenda can be found as Appendix B of this document. Slight

    deviations from the agenda occurred in order to gather other pertinent information and address

    invitee interests. Following are summaries for each session.

    Introduction

    Presenters: Karen LeBan, Executive Director, CORE Group, & Eric Sarriot, MCSP Community

    Health and Civil Society Engagement Team Leader

    Karen and Eric opened the meeting by saying that over the years, CHWs have emerged as

    critical human resources, able to extend health systems and basic services directly to

    communities and households. In response, the global health community has recognized the need

    to harmonize their actions in support of CHWs. Eric encouraged the forum invitees to share their

    thinking and experiences of how CHWS can help expand health services, in-particular at the

    community level. Karen followed by empathizing the need for evidence-based learning to be

    shared between Global Alliances, Ministries of Health at the national and district-level, NGOs

    and implementing partners and communities in order to improve community-based health

    systems. Additionally, Karen thanked everyone for participating in a pre-meeting survey and

    shared the results of who is working where in the 24 EPCMD Countries with Large Scale CHW

    Program. See Appendix C for additional information. She also shared a list of CHW resources3,

    as recommended by invitees to the CHW Forum.

    3 The list of CHW resources can be found at: http://www.coregroup.org/storage/documents/chwresources.pdf

  • Summary of Proceedings from the Community Health Worker Forum 3

    Part 1. Information and Communication Needs

    about CHW Issues

    Co-Facilitators: Laura Raney, Sr. Knowledge Management Advisor, MCSP/Jhpiego &

    Telesphore Kabore, Community Mobilization Advisor, MCSP/Save the Children

    1. Community-level Communication Needs

    As a way to allow the group to maximize their face-to-face time and provide a process to

    gather thoughts, participants were asked to write their response on an index card to the

    following question: What is the key information need or communication gap for

    communities with regard to CHW programs? Following, each participant exchanged their

    card with a partner and scored the idea in terms of how they felt about the idea (1 5, 1 being

    a good idea and 5 being the best idea.) The participants were instructed to keep

    switching cards with random partners until each idea had been scored by five people. The

    scores for each card were then tallied. Thematic analysis of all the cards indicated that:

    Communities need a clear idea of the roles and responsibilities of CHWs as well as what

    the role of the community is in supporting CHWs.

    Communities need better data on CHW performance in order to make informed decisions

    regarding CHW programs.

    Below are the top scoring ideas (ideas that received a score between 22- 25).

    Communities need to know what and how much training CHWs receive. What tools

    CHWs have to manage illness? How will they treat sick children? (25)

    What are CHWs capable of and trained to do? When can they treat and when do they

    have to refer people to the formal health system? Communities need to have a clear idea

    on roles and responsibilities of CHWs so that there are not unrealistic expectations.(25)

    Whats in it for me? What benefits will my community get from CHWs? (23)

    Can CHWs help with issues other than health? (23)

    Communities need to know what is expected of the community in regards to supporting

    CHWs.(22)

    Afterwards, participants were asked to repeat the exercise in two of three smaller groups of their

    choice. Each small group had a moderator that asked the participants to answer a specific

    question by writing their idea on a card. Following, each participant exchanged their card with a

    partner and scored the idea in terms of how they felt about the idea (1 5, 1 being a good idea

    and 5 being the best idea.) The participants were instructed to keep switching cards with

    random partners until each idea had been scored by four people. The scores for each card were

    then tallied.

  • 4 Summary of Proceedings from the Community Health Worker Forum

    2. Global Alliance Communication Needs

    What is the key information need or communication gap with regard to CHW programs from

    the point of view of Global Alliances? Top ideas from the Global Alliance group (ideas that

    received a score between 15 -20) included:

    Need to clarify the definition of CHWs roles and capacity. (19)

    Need to facilitate sharing knowledge and experience so as not to duplicate efforts and

    waste time. (18)

    Need to know the principles of well-functioning CHW programs. (16)

    Need to know how CHW programs can help to achieve coverage and linkages between

    prevention and curative interventions. (16)

    Need alignment and sharing of best practices and design considerations for CHW

    programs by country. (16)

    3. Ministry of Health Communication Needs

    What is the key information need or communication gap with regard to CHW programs from

    the point of view of ministries of health at the central level? Top ideas from the MOH group

    (ideas that received a score between 15 -20) included:

    The MOH needs to know where communities access services so that they can plan

    support accordingly. (19)

    Need to know how many functioning CHWs there are, who operates them, and where

    they are located. (19)

    What benefits CHWs bring to the system and how a CHW program costs to run. (18)

    Need to know what a reasonable workload is for a CHW and the number of tasks that a

    single CHW can deliver. (17)

    How project financed and specialty trained CHWs fit into a sustainable and organized

    district community workforce. (16)

    How the CHW programs assist and promote the efforts of the MOH. (16) District folks

    need to be better equipped with participatory methods and tools for a meaningful

    community engagement.(15)

    What types of CHWs are being supported in the districts, what their roles are, who is

    supporting them, who is training them, what training they receive. (15)

    How much a CHW program will cost. (15)

    4. NGOs and Implementing Partners Information Needs

    What is the key information need or communication gap with regard to CHW programs from

    the point of view of NGOs and implementing partners? Top ideas from the

    NGO/implementing partner group (ideas that received a score between 15 -20) included:

    What are others doing so efforts can complement, not duplicate? (19)

    What role does the MOH intend to play? (19)

    Need to know and support the MOHs vision for CHW contribution to health

    outcomes.(18)

  • Summary of Proceedings from the Community Health Worker Forum 5

    Gaps in access and coverage.(18)

    What benefits, compensation, training is being provided by others? (18)

    What is the scope of work of CHWs and how they fit into the overall health system? (18)

    What the MOHs standards and guidelines for CHW programs and NGOs and IPs are to

    report data to the MOH? (17)

    - How to effectively work within a National CHW framework and contribute knowledge learned through a NGO program to the larger system? (17)

    - NGOs and IPs need to know the national landscape- including policies and work by others, to prevent overlap and conflicting messages. (16)

    Sustainability of CHW programs. (15)

    Availability of donor funding for CHW programs. (15)

    5. Main themes across all three questions

    After the small group work, the larger group came back together to discuss the results of

    mornings activities. Laura started the conversation by asking, What knowledge and

    experiences do we really have in terms of effective tools, benefits, training, cost benefits, and

    consensus on roles and responsibilities of CHWs? What strategies do we have to fix the

    communication gaps and integrate CHWs into the health system? The larger group

    discussed several of the themes that came up during the morning activities including:

    Need clarification on the definition of CHWs (roles, responsibilities, training)

    Would like to see harmonization with ministries of health and also with other NGOs/

    Implementing Partners on CHW programming

    There needs to be a landscape of CHW programs at the country-level including national

    policies and guidelines and performance and cost of existing/past programs

    The need for a CHW landscaping and coordination in every community

    What have we learned about how CHW programs can be sustained

    What would a framework that integrates CHWs into a national health system look like

    given that every context is different

    What to do about the weak data on community health

    How to structure community health systems in countries and how to rationally divide

    tasks among all the key stakeholders.

  • 6 Summary of Proceedings from the Community Health Worker Forum

    6. Definition of a CHW

    Currently there is a lack of consensus around a common definition of a CHW. Admittedly,

    this is an incredibly complex area due to the large variety of community health workers and

    volunteers. Nevertheless, there are several definitions that are currently being debated,

    including the definition by the International Labour Organization4 that is currently being

    promoted by the Frontline Health Workers Coalition5 and the definitions that appear in the

    guide by Henry Perry et al.6 Nevertheless, coming to consensus seems very challenging.

    While some groups are promoting a simplified definition, some organizations such as the

    Global Health Workforce Alliance (GHWA) are interested in defining the difference between

    CHW and community health volunteer (CHV). This session ended with a question posed to

    the audience, How do you take a disparate group and work towards consensus?

    Diana Frymus from USAID suggested one possible method that might help in reaching

    consensus on a common definition is by using a modified-Delphi process. In 2011 the USAID Health Care Improvement Project facilitated a modified Delphi approach

    to identify, refine and build consensus on practice recommendations to improve in-service

    training.7

    Impromptu CHW Definition SessionSmall Groups with Report Out

    As there was much debate around the definition of a CHW, the facilitators decided to have the

    larger group break into smaller groups and compare the various definitions and also come up

    with ideas on possible ways for the global community to come to consensus on a common

    definition. After small group discussions, each table gave a summary of their discussion.

    Highlights from the small groups are as follows:

    4 Community health workers provide health education and referrals for a wide range of services, and provide support and

    assistance to communities, families and individual with preventative health measures and gaining access to appropriate curative

    health and social services. They create a bridge between providers of health, social and community services and communities

    that may have difficulty in accessing these services. This definition provided by the International Labour Office. Found in: International standard classification of occupations (ISCO-08). Volume 1. Structure, group definitions, and correspondence

    tables. Geneva: ILO

    5 The new report by the Frontline Health Worker Coalition, A commitment to community health workers: Improving data for

    decision making makes four recommendations, 1) Those working with CHWs should come to consensus and use a common

    definition for CHWs; 2) Guidelines should be created for a minimum core set of CHW data indicators (currently unavailable)

    to better track and make decisions regarding CHW numbers, training, placement, outputs, and outcomes; 3) CHWs need to be

    integrated into the public health system and; 4) Partners should build upon the harmonization framework. This report was

    presented at the third Global Symposium on Health Systems Research in Cape Town, South Africa in October 2014 to great

    reception.

    6 Specifically, four types of CHW cadre are referred to throughout the CHW Reference Guide: 1) Auxiliary Health Workers

    (AHW), who are paid, generally full-time workers with pre-service training usually of at least 1824 months, who may or may

    not be recruited from the localities where they serve.; 2) Health Extension Workers (HEW) are usually paid, full-time

    employees but have less than a year of initial training and are generally recruited from the localities where they work; 3) Community Health Volunteers-Regular (CHV-R) generally work several hours a week, are non-salaried but receive some

    material incentives, and have a role that can involve health promotion and some limited elements of service delivery; and 4)

    Community Health Volunteers-Intermittent (CHV-I) whose duties normally involve only intermittent health promotion or

    community mobilization. In H. Perry & L. Crigler (Eds.). Developing and Strengthening Community Health Worker Programs at

    Scale: A Reference Guide and Case Studies for Program Managers and Policy Makers. Washington, DC: United States Agency for

    International Development. 7 Between June and December 2011, the USAID Health Care Improvement Project (HCI) facilitated a global process that

    engaged training program providers, professional and regulatory bodies, ministries of health, development partners, donors and

    experts to develop and reach consensus on a set of practice recommendations to improve in-service training effectiveness,

    efficiency and sustainability. For more information see:

    https://www.usaidassist.org/sites/assist/files/inservicetraining_july2013.11x17spreads.pdf

    http://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttp://frontlinehealthworkers.org/wp-content/uploads/2014/09/CHW-Report.pdfhttps://www.usaidassist.org/sites/assist/files/inservicetraining_july2013.11x17spreads.pdf

  • Summary of Proceedings from the Community Health Worker Forum 7

    Group 1 suggested that maybe a common definition is not needed because everyone has been

    working with CHWs for so long. However, if there was to be a common definition, then perhaps

    level of training and pay would be most useful and best criteria for categorization. Peter Winch

    came up with S3I1C2P4 to talk about different categories. (S = skill level; I = incentive; C =

    curative care; P = preventative care).

    Group 2 started by questioning the number of definitions and suggested the need for a mapping

    to be done. They concluded that all definitions are country-specific. They also suggested that

    maybe the CHW definition problem is a symptom of a bigger problem. (Maybe issues within

    health systems have caused this?) They also asked whose job is it to bring together the diversity

    and richness of all the partners.

    Group 3 stated that there is benefit in having categories and a consensus on a common

    definition, both in terms of being able to count CHWs, as well as to tailor research questions

    (such as incentives, training, supervision), around specific types of CHWs. Currently, research is

    generic, whether a CHW is a full-time paid government worker or a part-time volunteer. Group 3

    also suggested that the WHO and other convening organizations need to be in charge of

    consensus building around a common definition and that a larger group of stakeholders, in

    particular stakeholders from the country-level, need to be involved with developing the common

    definition.

    Key Highlights on Definition of CHWs:

    In terms of a definition, it is important to decipher between paid and unpaid and trained and less trained CHWs. It is hard to make recommendations without making that distinction.

    Lets map out all potential categorizations of CHWs worldwide! This would be useful for government communication and strengthening data systems by having more info on different

    cadres.

    Global mapping has been done with over 35 categories of CHW and has probably led to overlap in roles.

    Having salary info will help ministries of health. The info would also have a huge impact on scale-up plans.

    We need context-specific information. Our definitions need to be flexible for country variation.

    Definitions force us to think about which particular kind of CHW works best in which situation. This is critical. There is not much data beyond a few case studies and there is no

    way to compare efficacy between different kinds of CHWs.

    There is a tendency in ICCM for health workers to focus on treatment and not on prevention. This requires a different set of skills.

    Terminology consensus is so important. Do we even have that consensus for the definition of nurse? There is a pushback from the nursing community when CHW presence grows

    unless there is a career path attached to their work. A career path cant be implicit; lets

    enumerate what it is.

    Lets have a harmonized framework for how CHWs are incentivized and supported.

  • 8 Summary of Proceedings from the Community Health Worker Forum

  • Summary of Proceedings from the Community Health Worker Forum 9

    Part 2: Structured Review of the CHW

    Reference Guide

    Henry Perry started the afternoon session out by providing a brief overview of the CHW

    Reference Guide including a description of the intent of the Guide and how it was developed.

    The idea for the guide came from Stephen Hodgins, who at the time was the Technical Director

    for the MCHIP program. Figure 1 provides an overview of the milestones reached in the process

    of developing the Guide. The Guide aims to make up for the lack of comprehensive views and

    analyses of CHW programs from a global perspective and even from a national perspective.

    Overall the goal of the Reference Guide is to:

    1. To aid countries as they discuss, plan and implement activities to begin, expand, or strengthen large-scale CHW programs

    2. To provide a sounding board for issues that need to be considered

    3. To emphasize the need to tailor national programs to the national context and to tailor local implementation to the local context there is no one size that fits all!

    Figure 1. Progression of the Guides development

    After Henrys presentation, the participants were asked to break into four small groups, each

    representing one section of the CHW Reference Guide.

    Policy and Planning

    Human Resources

    Formation of team and securing of some funds

    Planning began in the summer of 2011

    Formation of key writing team

    Support for Henry Perrys time and student research assistance through MCHIP

    Key informant interviews

    Fall 2013: near final draft completed

    USAID comments received (extensive)

    Comments at CORE Group fall meeting obtained

    December 2013 public comment sought

    March 2014 comments incorporated

    New chapter added (Chapter 6. Coordination and Partnerships for CHW Initiatives)

    New country case studies added (Indonesia, Zambia, Zimbabwe, FWA and HA programs in Bangladesh)

    Important resources (Appendix) added

    June 2014 official launch

  • 10 Summary of Proceedings from the Community Health Worker Forum

    Health Systems and Community Relations

    Measurement and Sustainability

    Each small group was asked to answer three questions on their chosen section.

    Do you agree with the content? Do you have any amendments?

    What are the priorities of what should be disseminated?

    What is the best way to disseminate the information? (Link with Global Alliances, ministries of health at the district-level and NGOs and implementing partners)

    Following are summaries of what was discussed and reported out by each small group.

    1. CHW Reference Guide: Policy and Planning

    Q1: Amendments to content

    Chapter 6 Explanation of harmonization of partners could be clearer. For instance, how would donors go about doing this?

    Chapter 5 (financing) could be developed further. Maybe include finance and insurance schemes. There needs to be more work in communities around the world regarding insurance

    schemes.

    Q2: Priorities for dissemination

    The content of the Guide is currently not digestible for policy makers as it could be. It seems to be written more for academics (kind of like a text book). USAID looking for easier

    ways to have discussions with ministries of health regarding CHW programming. Perhaps if

    the information in the guides were a bit more interactive it would make it easier to use. The

    WHO is now using an interactive tool for health workers.

    Consider developing different tools for different levels of government. For instance, the text might want to target national and district levels as they have different powers.

    Some ideas on how to make the guide more user friendly include:

    Build on reference guide using language that is common

    Include visuals

    Make an online version that is interactive. For instance, where you could ask a question and get a diagnostic response like using interactive voice response that leads you step-by-step

    with prompts. Or you could develop algorithms where you link the type of problem with type

    of country (e.g., size, epidemiologic profile, geography, and finance and government

    structure).

    Create a capacity building tool that consultants and staff can use to help guide countries. Alternatively, the guide could include decision trees.

    Wiki A forum that could support peer comparison / benchmarking

    Could try and link this guide with the ASSIST tool from URC. However, their tool is incompatible with this guide because it focuses primarily on smaller systems of volunteers

  • Summary of Proceedings from the Community Health Worker Forum 11

    rather than large-scale national CHW programs; nevertheless, the tool does have practical

    tools and is easy to access. (Note that the ASSIST tool has not been approved by USAID.)

    Q3: Optimal ways to disseminate the guide

    Guide authors could contribute to policy papers for USAID and WHO and make suggestions as to how the Guide could apply

    Wiki where individuals could post how they are using the guide.

    Facebook page

    Review the current GHWA/WHO eight thematic working group papers and comment on them based on key recommendations in this report

    Reach out to African MOH meeting to present or offer side session, promote at other relevant global and regional conferences

    Host webinars with key MOH reps from country case studies to disseminate concrete guidance

    2. CHW Reference Guide: Human Resources

    Q1: Amendments to content

    1. Appreciate condensed version of the Guide and case studies!

    Revisit the four categories of definitions of CHWs as there seems to be some overlap

    Include section on how to collect data and add a linkage to suggested tasks and training

    Emphasis phasing in of skills in training to build competence, they may have on-going

    continuing training

    Add section on how to deal with community participation vs. elite selection of CHWs

    Include section on urban vs. rural recruitment and incentives

    Ch7: No mention of reporting linkage for CHWs, are they responsible to anyone?

    - This is probably included in the data chapter but should be here to as it is a task needs to be trained on and takes time to complete during workday

    No mention of 2-way referral mechanism between health facility back to CHW

    Talk about preventative care and treatment in beginning of Ch7, but then do not explicitly

    mention that in Ch9need to highlight continuum of care in Ch9

    Regarding four categories of CHW roles (Table 1, Ch 7)

    - Are these the right categories of task and should there be more explanation about overlap of roles?

    - Is FP contraception covered under preventative section? What about injectables?

    CHWs tend to supervise volunteers -- > this is not mentioned in the tasks explicitly

    Appreciation for discussion of tasks and when /where performed as well as discussion of

    generalist vs. specialist. But should there also be mention of social support of two CHWs

    working together in the same geographic regions

  • 12 Summary of Proceedings from the Community Health Worker Forum

    - Gets at the ratio question. Put people in setting where working with peers. This also helps with retention.

    Liked the observation of more than just level of education is important. Whole context

    within which CHW will be working is important in determining what level of education

    is necessary.

    Supervision

    - Couldnt CHWs get together and have a dialogue about whats been challenging (There is a larger section on peer supervision, in the expanded chapter)

    - Workers tend to be more mobile than the supervisors (more willingness to come meet peers); not the same as going out to the community to observe. Reverse supervision

    Task shifting between CHW and volunteer a lot of preventive counseling things can be

    shifted

    Good harmonized communication materials needed to be used by CHWs and volunteers

    Phased approach to training is highlighted in the chapter. There are linkages to CHW

    motivation.

    Suggestion to include a table to organize what skills or what tasks could be considered

    for a CHW program

    - When are you going to max out on skills?

    - Very large evaluation of Pakistan LHWs: higher basic education, continuous supply of commodities, and supervision by trained supervisor link to higher performance by CHWs

    Recruitment: says best practice to CHW recruitment by community but does this ever

    happen in practice at large scale?

    It is usually by elite capture or village council?

    Suggestion to include more about how selection decisions actually made? There is a lot

    of political connections happening in the selection

    Very little evidence of people being from the community as an important factor in

    strong CHW programs; but there is evidence that should be from a rural area

    A lot of large countries now investing in urban health workers to deal with slums.

    - Urban context may be require different incentive structures, different recruitment strategies etc.

  • Summary of Proceedings from the Community Health Worker Forum 13

    Q2: Priorities for dissemination

    Community

    Knowing what to expect: What are roles and tasks of CHWs

    Any costs expected to be incurred by community

    How are CHWs serving my community?

    Who would make a good CHW?

    How do they recruit, select, etc.?

    Community mostly needs picture/posters (this is the how of dissemination)

    Responsibilities of community

    CHW

    CHWs, themselves need to understand roles/tasks, recruitment, incentives, responsibilities at a deeper level. Perhaps design a handbook or flipchart that explains the contents of

    handbook.

    Knowing roles and tasks, expectations

    NGO

    Local context

    Existing incentive structures; harmonization with other programs and with MOH programs

    Role of NGO in sharing the CHW reference guide or pieces of it with the DHMTs or regional hubs

    MOH

    Key tables it isnt easy to get people to go through long documents

    Infographics smaller/flashier!

    Briefs on key topics of interest (incentives, roles, training, supervision)

    Should there be a distinct dissemination strategy with professional councils?

    Global Alliance

    Read the whole document!

    Q3: Optimal ways to disseminate the guide

    Share easily digestible information in the guide with communities so they understand roles/tasks, recruitment, incentives, responsibilities. Best done through community-led

    discussion, posters, etc.

    Disseminate small sections of the guide at district management meetings

    Disseminate through professional organizations. Important because doctors and nurses are often afraid of job overlap with CHWs

  • 14 Summary of Proceedings from the Community Health Worker Forum

    MOH may be particularly interested in supervision methodology tables and charts as info package.

    2. CHW Reference Guide: Health Systems and Communities

    Q1: Amendments to content

    Add the recent Human Resources for Health journal article addressing use of logic model8 to the Guide

    Add section on power. Are CHWs in or out of national health system? What does it mean to be in or out? Discussion of power and power sharing. Whether CHWs are linked to HS or

    communities. Example of power: Benin: how decentralized/centralized and battles in terms

    of who makes decisions in terms of management systems.

    The guide is a large document and while the condensed version is a step in the right direction, it may still be too dense. Perhaps consider adding visuals.

    Perhaps add an interactive CHW decision-making tool to help decision-makers think through their context

    Questioned whether community engagement should be moved up in the order of chapters. A CHW program that works must be linked to community. You need community buy-in, as

    well as national resources.

    This is a textbook, we need something like the CHW AIM toolkit, provide guidance for exercises in planning, recognizing the profile of the country, asking the right questions.

    Q2: Priorities for dissemination

    How to work through power sharing issues- centralized, decentralized and communities vs. national

    Q3: Optimal ways to disseminate the guide

    Regional state-of-the art trainings (SOTAs) sponsored by USAID

    Democracy and governance BBLS at USAID. Eric Sarriot says that USAID has spoken with folks, and they are interested. Want them to come to MCSP to link work/discuss

    HS Global meeting in Vancouver

    E-trainings

    The Guide has already been disseminated via GHWA through their listserv www.healthsystemsglobal.org and HSG in the article Supporting and strengthening the role

    of CHWs in health systems development.

    3. CHW Reference Guide: Measurement and Impact

    8 Naimoli, J. F., Frymus, D. E., Wuliji, T., Franco, L. M., & Newsome, M. H. (2014). A Community Health Worker logic model:

    towards a theory of enhanced performance in low-and middle-income countries. Human resources for health, 12(1), 56. Available

    at: http://www.human-resources-health.com/content/12/1/56

    http://www.who.int/workforcealliance/knowledge/toolkit/CHWAIMToolkit_Revision_Sept13.pdf?ua=1http://www.healthsystemsglobal.org/

  • Summary of Proceedings from the Community Health Worker Forum 15

    Q1: Amendments to content

    Case studies/ concrete examples very helpful. Perhaps go through the whole document and link the information in the chapters to specific case studies.

    Would like to see more information/ data/ case studies on the following topics:

    numeracy skills in countries

    Platforms for data collection (i.e., using mobile technology)

    Indicators on coverage and quality

    How to use data at the local level to improve services

    baseline assessment

    How to track the caseload of CHWs

    How to create a health info system that is user friendly

    Q2: Priorities for dissemination

    How to measure: quality and coverage

    How to share negative results for use as opportunity to discuss solutions

    How to use this information to improve services

    Q3: Optimal ways to disseminate the guide

    1. Identifying champions within each country

    2. Storytellers as advocates who have relationships with wide variety of partners; share cases in an exciting and innovating ways

    3. Taking MOH partners to different countries to observe successful programs in other places

    4. Internet e-version!

  • 16 Summary of Proceedings from the Community Health Worker Forum

    Part 3. Country Case Studies

    During this session, Henry Perry provided a brief presentation on the case studies that are

    included in the CHW Reference Guide. In all, there are 121 pages of the most complete and

    extensive description of large-scale CHW programs currently available. There are also several

    failed programs featured (e.g., Indias Village Health Guides and Zimbabwes CHW Program).

    The case studies were compiled by students at Johns Hopkins University and use a consistent

    format that includes the following:

    Summary

    Historical context

    Countrys health needs

    Existing health infrastructure

    Program description

    Communitys role

    Selection, training and incentives of CHWs

    Supervision

    Program financing

    Demonstrated impact and continuing challenges

    After Henrys presentation, copies of the condensed case studies were provided and a large

    group brainstorming session was facilitated by Telesphore. Three topics were discussed:

    Dissemination of the case studies

    How they can be used in the future

    Ideas to keep building on them

    In terms of dissemination of the case studies, participants suggested:

    Creating a wiki with entries by country and topical areas where those involved with CHW programming can add information and leave comments.

    The participants stated they foresee using the case studies as a learning tool and hope in the future that some of the case studies will include infographics so that they easy to understand

    are even more compelling.

    Participants also suggested the case studies could be improved by adding an analysis section before the description and including a policy and planning section that provides a brief

    introduction of the governance structure of each country and the results of any policy work

    that has happened in conjunction with the CHW programming.

    Part 4. Partners and Global Updates

    Brief Summaries

  • Summary of Proceedings from the Community Health Worker Forum 17

    There are new publications on CHWs and Ebola at http://www.chwcentral.org

    USAID is committed to addressing fragmentation issues around CHW programs at both the country and global level. ASSIST is conducting CHW case studies in several countries.

    Additionally, USAID Child Survival and Health Grants Program is completing operations

    research on community health programming in several countries that will result in briefs

    disseminated by MCSP. USAID is also working with WHO and World Bank on a human

    resources for health strategy to help ensure universal health coverage. More at:

    https://www.usaidassist.org/blog/why-universal-health-coverage-depends-human-resources-

    health

    The One Million CHW Campaign has created a virtual inventory of CHW programs in sub-Saharan Africa. The new Data Exploration Tool maps CHW programs and displays

    information on the current state of CHW operation submitted by governments, civil society

    organizations and other CHW program implementers and partners. So far over 1000 CHW

    programs have registered on their site at: http://1millionhealthworkers.org/operations-room

    KIT Health, together with Queen Margaret University and the Liverpool School of Tropical Medicine conducted research on the cost-effectiveness of community health workers in low-

    and middle income countries. A copy of the paper can be downloaded at:

    http://www.kit.nl/health/kit-news/community-health-workers-cost-effective

    Advancing Partners and Communities has developed a Community Health Systems Catalog, an innovative and interactive reference tool on country community health systems.

    The Catalog covers USAID priority countries and is intended for ministries of health,

    program managers, researchers, and donors interested in learning more about the current state

    of community health systems. More at: http://www.advancingpartners.org/resources/chsc

    The Gates Foundation have been doing work around CHW programming in Ethiopia/ Malawi/ Rwanda/Burkina Faso. Earlier this year Gates approved a strategy sub-initiative for

    CHWs. Some of the issues they are planning to focus on

    Support to governments to ensure they are able to play stewardship role for national

    scaled programs

    Using data to improve performance of CHWs

    Leveraging existing tools

    There is a focus on countries with the most child deaths: Nigeria, India, Ethiopia

    http://www.chwcentral.org/https://www.usaidassist.org/blog/why-universal-health-coverage-depends-human-resources-healthhttps://www.usaidassist.org/blog/why-universal-health-coverage-depends-human-resources-healthhttp://1millionhealthworkers.org/operations-roomhttp://www.kit.nl/health/kit-news/community-health-workers-cost-effectivehttp://www.advancingpartners.org/resources/chsc

  • 18 Summary of Proceedings from the Community Health Worker Forum

    During the fall 2014 CORE Group Global Health Practitioner Conference participants explored the role of NGOs in strengthening health systems, from a primary health care

    perspective that includes community systems, with a focus on supporting CHWs. CORE

    Group is publishing a paper based on the fall conference titled, Strengthening Community

    Health Systems through CHWs and mHealth tools. Additionally, CORE has created two

    CHW-related taskforces. The first one aims to develop an assessment tool based on the CHW

    Program Functionality Matrix in the CHW AIM toolkit. Once finished, the adapted tool will

    be able to be used to review the functionality of community health groups against 15

    practices. Each of the 15 components will be subdivided into four levels of functionality to

    enable organizations to match their current status against a continuum of responses to guide

    their assessment. The second taskforce will focus on developing a framework for linking

    community to the health system.

    To date, Phase I Global Fund investments in malaria control and health systems strengthening (HSS) have played an important role in supporting the iCCM platform in

    various countries. Phase II funding is now available and will assist countries that have had

    their concept paper approved in grant making.

    IntraHealth International has been providing pre-service training to nurses in Tanzania and Zambia to help strengthen their link with CHWs and the community.

    The MOH of Ethiopia is seeking donor support for cross visits with other ministries of health to help facilitate learning on how to strengthen primary health care.

    There are three working papers on CHWs on the GHWA website

    Framework for partners harmonized support

    Monitoring and accountability

    Collation of knowledge gaps through systematic reviews and from USAID evidence

    summit in 2012

  • Summary of Proceedings from the Community Health Worker Forum 19

    Appendix A: Participant List

    Name Organization E-mail

    Julia Bluestone Jhpiego, FHWC [email protected]

    Sarah Borger Food for the Hungry [email protected]

    Angela Brasington Save the Children [email protected]

    Mary Carnell JSI [email protected]

    Megan Christensen Concern Worldwide US [email protected]

    Elizabeth Creel John Snow Inc. [email protected]

    Priya Emmart Futures Group [email protected]

    Kate Fatta URC [email protected]

    Alison Foster IntraHealth International [email protected]

    Diana Frymus USAID [email protected]

    Anita Gibson Maternal and Child Survival

    Program (MCSP) [email protected]

    Lenette Golding Independent Consultant [email protected]

    Juli Hedrick World Vision [email protected]

    Troy Jacobs USAID [email protected]

    Enric Jan Bill & Melinda Gates Foundation [email protected]

    Telesphore Kabore Save the Children [email protected]

    Justine Kavle PATH/MCSP [email protected]

    Nazo Kureshy USAID Bureau for Global Health [email protected]

    Karen LeBan CORE Group [email protected]

    Gayle Martin World Bank [email protected]

    David Milestone USAID [email protected]

    Tanvi Monga MCSP/ICFI [email protected]

    Melanie Morrow Maternal & Child Survival

    Program (ICF International) [email protected]

    Subarna Mukherjee Health [email protected]

    Ivy Mushamiri One Million CHW Campaign ivy.mushamiri@millenniumpromise.

    org

    Michel Pacqu MCSP [email protected]

    Tanvi Pandit JSI/Advancing Partners and

    Communities Project (USAID) [email protected]

    Henry Perry John Hopkins University [email protected]

    Sruti Ramadugu MCSP/Jhpiego [email protected]

    Laura Raney MCSP/Jhpiego [email protected]

    Jim Ricca Jhpiego [email protected]

  • 20 Summary of Proceedings from the Community Health Worker Forum

    Kerry Ross USAID [email protected]

    Eric Sarriot ICFI [email protected]

    David Shanklin CORE Group [email protected]

    Anne Siegle ICFI/CEDARS [email protected]

    Deborah Sitrin Save the Children [email protected]

    Luis Tam MSH [email protected]

    Matthew Trevino MCSP/Jhpiego [email protected]

    Charlotte Warren Population Council [email protected]

    Kate Wilczynska-

    Ketende

    UNICEF iCCM Financing Task

    Team [email protected]

    Peter Winch Johns Hopkins Bloomberg School

    of Public Health [email protected]

  • Summary of Proceedings from the Community Health Worker Forum 21

    Appendix B: Agenda

    9:00 9:15am

    Introduction

    Karen LeBan, Executive Director CORE Group

    Eric Sarriot, MCSP Community Health and Civil Society Engagement Team

    Leader

    9:15 10:15am Information and Communication Needs About CHW Issues

    Small Groups

    10:15 10:30am Break

    10:30 11:30am Review of Small Groups and Discussion

    11:30am 1:00pm Lunch & Gallery Walk

    1:00 2:30pm

    Structured Review of CHW Reference Guide by Main Themes

    Dissemination Opportunities

    Small Group Exercise

    2:30 2:45 Break

    2:45 3:30pm Report Outs and Discussion

    3:30 4:00 Country Case Studies

    4:00 4:45pm Partners and Global Updates

    TBD

    4:45 5:00pm

    Closing Remarks

    Karen LeBan, Executive Director CORE Group

    Eric Sarriot, MCSP Community Health and Civil Society Engagement Team

    Leader

  • 22 Summary of Proceedings from the Community Health Worker Forum

    Appendix C: Preliminary Results of the Pre-CHW Forum

    Survey Monkey