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									TDR Business Plan
2008-2013

Fostering an effective global research effort
on infectious diseases of poverty in which
disease endemic countries play a pivotal role




Stewardship
Empowerment
Research on Neglected Priority
                       Needs



          Robert Ridley

                                                JCB 30                1
                                                June 20, 2007
                                                Vision and Strategy
Fourth External Review and JCB 29




TDR to change, evolve and grow




                          JCB 30                2
                          June 20, 2007
                          Vision and Strategy
Need for new TDR vision/strategy triggered by critical
       trends in global research environment

                                    Epidemiological
                                       Changes           Infectious
              Growing regional                        disease burden
                 variation                             remains high


         Enhanced
                                   Global research             Momentum
          research
        capabilities in            environment for            through new
           DEC's                  tropical diseases        players / initiatives

                                                          Rise in
                 DEC's left                           pharmaceutical
                  behind in                              product
               priority setting                        development
                                    Complexity and
                                     fragmentation




                                                                       JCB 30                3
                                                                       June 20, 2007
                                                                       Vision and Strategy
        What is Needed?

 Extension of TDR Mandate to cover
 'infectious diseases of needy
An effective global research effort
 populations'
on infectious diseases of poverty
     in which disease endemic
 Greater social contextualisation
    countries play a pivotal role
 of research (including gender issues)
 bringing closer to control needs




                                JCB 30                4
                                June 20, 2007
                                Vision and Strategy
  Implications for TDR


 To foster the vision



 To focus activity where there is need and
  where TDR has a comparative advantage




                              JCB 30                5
                              June 20, 2007
                              Vision and Strategy
     Modelling the system to address TDR's role




New           New and    New and         New and
knowledge /   improved   improved        improved
discoveries   tools      interventions   strategies




                                                 JCB 30                6
                                                 June 20, 2007
                                                 Vision and Strategy
                            Responding to needs

                      Empowerment, pivotal role …
                                 EDCTP
                        MMV                                             GAELF

Grand Challenges                                                          Trachoma
                       Microbicides
                                                                           RBM
 New                   New and
                          DNDi           New and         New and
 knowledge /           improved          improved        improved          StopTB
 NIH, Trust,
 discoveries           tools
                         GATB            interventions   strategies
  Research
councils, etc…                                                           Global Fund
                          IAVI
                                                                            APOC
                            FIND



                   Stewardship, effective global effort …

                                                                 JCB 30                7
                                                                 June 20, 2007
                                                                 Vision and Strategy
                             Implications



New               New and      New and          New and
knowledge /       improved     improved         improved
discoveries       tools        interventions    strategies




 Foster innovation for   Foster research to         Foster research
 products,               develop and evaluate       for access to
 emphasizing DEC         interventions in           interventions
 engagement              real-life settings



                                                         JCB 30                8
                                                         June 20, 2007
                                                         Vision and Strategy
What we want to achieve




      Innovation
              Interventions
                       Access


                                JCB 30                9
                                June 20, 2007
                                Vision and Strategy
Stewardship




              JCB 30                10
              June 20, 2007
              Vision and Strategy
                    Stewardship


• Vision
  – To help focus global efforts on priority needs in infectious
    diseases research in disease endemic countries

• Overall objective
  – To facilitate and foster knowledge management, needs
    assessment, priority setting and progress analysis for
    health research on infectious diseases of poverty, and to
    provide a neutral platform for stakeholders to discuss and
    harmonize their activities with disease endemic countries
    playing a pivotal role in the agenda setting.

                                                JCB 30                11
                                                June 20, 2007
                                                Vision and Strategy
  • Empowerment


• Research Utilisation


• Research capacity

                   JCB 30                12
                   June 20, 2007
                   Vision and Strategy
• National


• Institution


• Individual

                JCB 30                13
                June 20, 2007
                Vision and Strategy
              Mainstream Capacity Building

                  R&D


Scientific              R&D       RCS
capacity at   -               +
country           RCS
level



                  RCS




                                             JCB 30                14
                                             June 20, 2007
                                             Vision and Strategy
                      Empowerment

•   Vision
    – DEC Leadership in health research, training and
      partnerships within sound scientific, ethical and quality
      frameworks


• Overall objective
    – To develop excellence and leadership in health research
      and decision making so that high quality institutional and
      national systems can identify and manage research
      priorities.

                                                 JCB 30                15
                                                 June 20, 2007
                                                 Vision and Strategy
    Research Business Lines and Gaps

                          Empowerment
                  Capacity, Empowerment, led by
 BL 4: Innovation                                             BL 11: Integrated
  for PD in DEC                                               delivery strategies

                                    BL 9: Malaria/fever treatment policy

                                      BL 8: Treatment for HIV/TB

BL 3: Discovery                           BL 7: Drugs for helminths

                                             BL 6: Diagnostics

                                                           BL 10: VL elimination

        BL 5: Innovative vector control


            Effective global effort, Stewardship…
                         Stewardship


                                                                      JCB 30                16
                                                                      June 20, 2007
                                                                      Vision and Strategy
Planned activities across research continuum




                                   JCB 30                17
                                   June 20, 2007
                                   Vision and Strategy
                           Business Lines
• Greater clarity of activity
• Easier to justify funding
• Easier to define interactions
   – External partners
   – Internal within WHO
       • Closer cooperation and easier collaboration with WHO control
         departments and regional offices

• Form follows function leading to:
   – Transparency of portfolio
   – Easier review and evaluation

                                                            JCB 30                18
                                                            June 20, 2007
                                                            Vision and Strategy
Business Lines can enter / exit / change over time




                                       JCB 30                19
                                       June 20, 2007
                                       Vision and Strategy
          Determinants of BL entry / exit

• Entry / exit criteria based on comparative added
  value, needs and cost
  – STAC to validate entry / exit


• Comparative added value and new opportunities
  informed by:
  – stewardship analysis and consultation on priority needs
  – empowerment and capacity needs
  – innovation fund driven opportunities

                                             JCB 30                20
                                             June 20, 2007
                                             Vision and Strategy
                        Innovation Fund

• Fund @ $1M per year
• Open to applications on any topic relevant to TDR's
  research, empowerment and stewardship mission
• No limit to request, may be for limited funding at project level
  (rapid response) or larger funding for major initiative
  (detailed negotiation)
• Goal to initiate and stimulate sustainable activity that will
  have impact
   – Interface with stewardship for topics to be addressed
   – Possible incubation of future business lines

                                                        JCB 30                21
                                                        June 20, 2007
                                                        Vision and Strategy
    Issues associated with management of BL's
•   Entry / exit
•   DEC's play pivotal role
•   Synergies across functions and business lines
•   Mainstreaming cross-cutting issues e.g. gender
•   Overall balance
    – e.g. disease scope expansion conservative and meets
      JCB mandate
    – Stewardship has broad scope
    – BL 6 (helminths)
    – BL 11 (integrated CDI)

                                            JCB 30                22
                                            June 20, 2007
                                            Vision and Strategy
Monitoring and Evaluation against indicators and deliverables
    Delivering Impact – making a difference




                         Innovation
                                 Interventions
                                          Access


                                                   JCB 30                23
                                                   June 20, 2007
                                                   Vision and Strategy
  STRATEGIC OBJECTIVES            INTERIM IMPACT DIMENSIONS                 INTERIM MONITORING METRICS /             TARGET FOR
                                                                                     INDICATORS                      2008-2009

1. Stewardship              1.   Global consensus on priority          • # of quality consultations/reports for         12
                                 research needs                          consensus facilitated by TDR
                            2.   Equitable access to health            • Surveyed user satisfaction levels with        65 %
                                 research information                    knowledge platform
                            3.   Greater engagement of key             • % of key institutions/networks                60 %
                                 institutions/networks                   actively involved in TDR forums
2. Empowerment              4.   Quality research led by DEC           • # of publications with DEC                     175
                                 scientists and institutions             researchers as lead authors

                            5.   Sustainable regional research and     • # of DEC research institutions/
                                                                         networks improved towards                      40
                                 knowledge networks
                                                                         international standards
                            6.   DEC effectively negotiating           • # of partnerships with DEC                      5
                                 research partnerships                   researchers as leads
3. Research on Neglected    7.   Promising leads identified &          • % of lead development/transfers at            80 %
Priorities                       transferred to partnerships             planned milestones
   3a. Innovation for       8.   Effective north-south innovation      • # of innovation networks established/           2
   product discovery and         networks established                    expanded/strengthened
   development
                            9.   Product R&D managed by DEC            • # of key R&D projects managed by                1
                                 institutions                            DEC institutions
                            10. Evidence on real-life safety and       • % of real-life safety/effectiveness           80 %
                                effectiveness of tools                   evaluations at planned milestones
   3b. Development and
   evaluation of            11. Effective intervention tools and       • % of intervention tools and strategies        80 %
   interventions in             strategies                               at planned milestones
   real-life settings
                            12. Cost-effective elimination and         • % elimination/surveillance strategies         80 %
                                surveillance strategies                  at planned milestones
                            13. Integrated strategies for large        • % integrated intervention delivery            80 %
                                scale intervention delivery              strategies at planned milestones
   3c. Implementation
   research for access to   14. Cost-effective strategies for scale-   • % cost-effective scale-up strategies at       80 %
   interventions                up of interventions                      planned milestones
                            15. Research culture within control        • # of control programmes actively               24
                                programmes                               involved in research projects


                                                                                                                  JCB 30                24
                                                                                                                  June 20, 2007
                                                                                                                  Vision and Strategy
Dashboards linking BL performance to strategic
                  indicators




                                    JCB 30                25
                                    June 20, 2007
                                    Vision and Strategy
Committees central to strategy development
    plus monitoring and evaluation

                                           STAC




   BL 1 BL 2
                       BL3   BL4     BL5   BL6         BL7         BL8         BL9         BL10   BL11
  (Stew) (Emp)




    DRG's        MIM               SPT           SPT         SPT         SPT         SPT      SPT


                 Satellite
                   BL



                                                                                      JCB 30                26
                                                                                      June 20, 2007
                                                                                      Vision and Strategy
Portfolio review links STAC, SAC's
           and secretariat




                              JCB 30                27
                              June 20, 2007
                              Vision and Strategy
Timing of reviews to ensure strategic impact




                                    JCB 30                28
                                    June 20, 2007
                                    Vision and Strategy
               Role of governance

                              JCB
                Co-sponsors, Resource Contributors
                 Regional Representatives, Others




Standing Committee                                   STAC



                     Special Programme
                                                            WHO
                        Coordinator                  Executing Agency



                 Director and Secretariat




                                                      JCB 30                29
                                                      June 20, 2007
                                                      Vision and Strategy
          Regional emphasis and leverage
• TDR Governance systems reinforced
• Links to co-sponsor regional offices and ACHR's
• Stewardship and empowerment activities will link to
  regional partners
   – Concept of regional associations of tropical diseases and co-
     hosted meetings (stewardship)
   – Concept of 'satellite' business lines (empowerment)
• Research BL's strongly link to regions
   – VL elimination
   – Diagnostics specimen bank management and operation
   – General emphasis on DEC led management of projects


                                                      JCB 30                30
                                                      June 20, 2007
                                                      Vision and Strategy
                      Operationalising the Strategy
                                                     Greater delegation and simpler administration

Stronger emphasis on strategy and accountability
                                                     • Delegation of responsibilities (e.g. budget
                                                       implementation / approvals at BL level)
 • More frequent revisiting of strategy for better
   planning (e.g. regular review of portfolio)
                                                     • Simplification of processes (e.g. elimination
                                                       of large numbers of allotments)
 • Stronger element of coordination (e.g.
   linking Business Lines and TDR advisory
   committees)
                                                     • Lesser reliance on ad hoc mechanisms

 • Greater monitoring (e.g. indicator                • Better supporting HR and IT systems (e.g.
                                                       more effective recruitment)
   dashboards, periodic reviews)

 • Emphasis on resource optimization (e.g.
   more dynamic budget allocation)




                                                                                  JCB 30                31
                                                                                  June 20, 2007
                                                                                  Vision and Strategy
                       Operational Processes



                              3. Support                              4A.
                                                                       resource
                                                                       mobilization
              3A. HR                             3B. IT
                                                                      4. External
                                                                         interface
1. Strategy                         2. Operations

                                                                      4B.
1A.            1B. BL      1C.      2A.         2B.        2C.        Commun-
                                    Activity/   Contract   Payment     ications
Individual     Portfolio   Budget   Project
BL Review      review                           approval   approval
                                    approval




                                                                                      JCB 30                32
                                                                                      June 20, 2007
                                                                                      Vision and Strategy
TDR proposed structure




          Links to:
          NTD / BL 6
          GMP/ BL 9
          STB / BL 8

                         JCB 30                33
                         June 20, 2007
                         Vision and Strategy
                      TDR PERSONNEL REQUIREMENTS, (2007-2013)


                                     +6%                             CAGR
                                             119    123     123      (2007-2013)
                                      114
                              104
                       100
               87
                                             68      71     72
                                      65                                 6%
                       55      58
Professional   49



                       45
                       44     46
                              45      49
                                      48     50
                                             51      51
                                                     52     49
                                                            51
Support        38                                                        4%


               2007   2008    2009   2010   2011    2012   2013


                                                           JCB 30                34
                                                           June 20, 2007
                                                           Vision and Strategy
2007 TDR TRANSITION PLAN
                     STAC                                2007
                     Standing Committee
Description          JCB                                 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Business plan
• Draft Business Line (BL) plan
• Prepare TDR Business plan
• Determine Budget
Organization structure and personnel selection
• Outline level 1* structure
• Select level 1* personnel
• Determine personnel requirements
• Outline level 2&3 organogram & responsibilities
• Write job descriptions
• Match current personnel
• Prioritize and select new personnel
Processes in revised operating model
• Define strategy processes
• Define operations processes**
• Define support processes (HR)
• Define support processes (IT)
• Define external interface processes***
Performance management
• Determine TDR level impact dashboard
• Cascade TDR metrics to BL level dashboard
Individual BL transition
• Preparation of BL work plan for 2008
• Setting up of supporting committees

     * Level 1 positions report to Director
    ** Operations processes include approvals for projects / activities (meetings, travel), contracts and payments
   *** External interface processes refer to fund-raising, communications



                                                                                                  JCB 30                35
                                                                                                  June 20, 2007
                                                                                                  Vision and Strategy
 TDR OVERALL BUDGET (2007-2013), $ MILLION

                                                        CAGR
                                                80      (2007-2013)
                                        81
                         +8%
                                 76
                         70
                   64
           57
                                                           9%
50                                      51      49
                                 48
                         44
                   40
           34
30


                                 16
                                 15     16
                                        15     15
                                               17          9%
           12      13
                   12    14
                         15
10

           11      11    11      12     14     14          7%
10

2007      2008    2009   2010   2011    2012   2013

       BL Operations     BL Personnel    Overhead and others


                                                      JCB 30                36
                                                      June 20, 2007
                                                      Vision and Strategy
                         Justification for increase
1. Stewardship role is new and requires new resources
2. Empowerment BL to grow by 30% over 6 years and is further manifest within
   research activity
3. Proposed objectives and deliverables meet needs of a balanced portfolio.
    •   Inability to reach budget targets clearly associated with corresponding lack of end
        products
    •   Research now better served globally, but more complex with more (focused) issues
        needing to be professionally covered




    1990
     1990                                                2007

                                                                       JCB 30                 37
                                                                       June 20, 2007
                                                                       Vision and Strategy
                2008-2009 budgets

• Budget 1 (aligned to business plan)
  – $120 M

• Budget 2 (back-up)
  – $ 98 M
  – 1 business line not initiated
  – several business lines with reduced number of
    objectives
  – Slower scale up of stewardship role
                                       JCB 30                38
                                       June 20, 2007
                                       Vision and Strategy
Resource mobilisation targets




                          JCB 30                39
                          June 20, 2007
                          Vision and Strategy
                             What's New?
• Addresses MDG's and health research interface with development
• Stewardship goals – fostering
• Capacity strengthening to empowerment goals
   – Focus on leadership
• Research goals more strategically focused
   – Re-emphasise committees and networks
• Regional focus / devolved activities
• Better cohesion and coherence with external partners, and WHO
   –   Link to control departments
   –   Link to regions
   –   Link to primary health care (IR community emphasis)
   –   Link to innovation (IGWG)
• Professionalised processes incl. STAC portfolio review


                                                             JCB 30                40
                                                             June 20, 2007
                                                             Vision and Strategy
      Comparison between 2006/7 and 2008/9
                     budget
                            17 %        14%




8%   3%   7%   12%   22%   8%        11 %    18%   15%   20%




                                2%      9%




                                                               JCB 30                41
                                                               June 20, 2007
                                                               Vision and Strategy
                      Some final thoughts
• On the right track, but not there yet
• Responsiveness to country needs – who sets the agenda?
• Stewardship and empowerment will take time
• Looking to cultural shifts in emphasis
   – Fostering, outreach, facilitation, networks
   – Mainstreaming capacity building for empowerment
   – Focused professionalism of operation with transparency and
     openness to review
• Recognising and building on unique nature of the 'Special
  Programme'

                                                       JCB 30                42
                                                       June 20, 2007
                                                       Vision and Strategy
                         Assistance for Discussion
1. Top level endorsement of vision and strategy
2. Guidance sought on whether previous concerns adequately addressed
    •   Objectives and outputs of Stewardship function incl. outreach
    •   Objectives and outputs of Empowerment function incl. partnerships / networks
    •   Objectives and outputs of Research on Neglected Priorities function
    •   Business lines: focus, entry / exit and management
    •   Cross-cutting issues: e.g. gender
    •   Mechanisms for DEC's to play a pivotal role
    •   Regionalisation / decentralisation and interfaces with co-sponsoring agencies
    •   Priority setting criteria and processes e.g. through committees
    •   Monitoring and evaluation
    •   Prospective 5th external review
    •   Implementation plan incl. human resources
    •   Role of STAC
3. Approve budget with / without amendment
4. Agree TDR to follow WHO practice on reporting by activity and personnel
5. Agree to 10% flexibility in budget allocation
                                                                         JCB 30                43
                                                                         June 20, 2007
                                                                         Vision and Strategy

								
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