Health & Budgets

What is this workshop about?

IBP’s Health and Budgets (H&B) Training Workshop addresses the capacity needs of civil society organizations that are undertaking budget work in the health sector and want to deepen and sharpen their knowledge and skills. The workshop consists of an intensive eight-day learning experience and helps participants to develop substantial and practical competence in health and budget advocacy work.

The goals of IBP’s H&B Training Workshop are to:

  • demonstrate that adequate allocations and expenditures for health can strengthen provision of public health services and promote realization of the right to health;
  • build the capacity of civil society organizations in budget research, analysis, and advocacy to improve allocations and expenditures so as to advance enjoyment of the right to health;
  • enhance understanding of how these skills have an impact on issues like transparency, accountability, citizen participation, and people’s enjoyment of their right to health; and
  • highlight the importance of strategic collaborations among different kinds of institutions and organizations promoting public health.

Who are these materials for?

These materials are intended to be used by trainers/facilitators who have some experience and familiarity with civil society budget monitoring and advocacy work in the health sector and who would like to build the capacity of civil society organizations to conduct advocacy around health sector budgets. Facilitators should have some knowledge of health systems, health budgets, and human rights.

How can these materials be used?

The H&B Training Workshop consists of eight modules, including those for the introduction and conclusion of the workshop. Each module is relatively self-contained and can be expanded or condensed to suit the needs of the trainees. Experienced trainers may also choose to rearrange the sequence of the modules, though care should be taken to preserve the cumulative learning that takes place through simulation activities as the workshop proceeds.

The core of the workshop features extended simulation activities based on a case study set in the fictional country of Polarus. This learning strategy allows participants to delve into budget problems in the health sector in a hands-on manner in the workshop, as well as provides the foundational knowledge and skills required to work on health sector budgets in other contexts. It also lays the foundation for follow-up technical assistance provision and/or participation in other courses related to budget analysis, monitoring, and advocacy.

For more detailed guidance on facilitating this workshop, please refer to the General Facilitation Notes, which include information on preparing for the workshop, the educational approach of the workshop, the Polarus simulation activities, the facilitation team, evaluating the workshop, and energizers.

What does this page contain?

This page contains all of the materials that a team of facilitators would need to run an H&B Training Workshop. For ease of use, the materials are divided into eight separate modules. These materials include:

  • Workshop Agenda;
  • Facilitator’s Guides;
  • PowerPoint presentations;
  • Supporting Materials for Facilitators (i.e., Exercise Cards, Summary of Case Study Findings, Data Tables and Calculations for Hypotheses);
  • Materials for Participants (i.e., Task Sheets, Readings, Master Data Sheet); and
  • Health and Budgets: The Republic of Polarus Sourcebook (“The Polarus Sourcebook”).

The Facilitator’s Guide for each module provides guidance and content information to support facilitators of the workshop. Each guide presents an outline of each module, as well as detailed notes about each session, including time allocations, activities, information to support inputs, and guidelines for facilitating the learning process. The Guides also refer to the Task Sheets, Readings, and other materials that are used by the participants. The Guide is also available in its entirety.

If you have any questions about these materials and their use, please contact the IBP’s Capacity Building Team at [email protected].



Module 1: Introductions and Goals of the Workshop

By the end of this module, participants will have:

  • introduced themselves to the group;
  • recognized the goals, content, and structure of the course, as well as the process for evaluating it;
  • identified the ground rules for the workshop;
  • reached an understanding about the general ethos and participatory spirit of the course; and
  • prepared posters with summaries of their organizations and budget work.
Materials for Facilitators

Materials for Participants

Module 2: Civil Society Budget Work: Strategies and Impacts

By the end of the module, participants will have:

  • compared case studies of budget analysis and advocacy work from around the world;
  • familiarized themselves with various budget analysis and advocacy tools and methodologies used by civil society groups around the world;
  • been convinced of and inspired by the value that evidence-based budget advocacy has for improving the transparency of budget decisions and the budget process, increasing budget awareness and literacy, and deepening engagement in the budget process;
  • outlined the challenges and opportunities involved in budget analysis and advocacy work in their countries;
  • reflected on the value of using evidence-based budget advocacy to enhance the impact of their organizations’ work; and
  • presented their organizations’ health advocacy work.
Materials for Facilitators

Materials for Participants

Module 3: The Rights Framework

By the end of this module, participants will have:

  • considered the value added of using a rights framework for budget work in the health sector;
  • reflected on what the right to health should mean;
  • compared national legal guarantees to the right to health with international guarantees;
  • tracked down and articulated the 3AQ (availability, accessibility, acceptability, and quality) in General Comment 14 (on the International Covenant on Economic, Social and Cultural Rights);
  • identified the legal and policy framework related to the right to health in Polarus;
  • practiced applying the 3AQ standards in General Comment 14 by assessing the right to health situation in Polarus, and how those standards relate to the budget;
  • identified the legal obligations of the State under international and national law, and their relationship to the government’s budget; and
  • reflected on the importance of the right to information and participation for their health budget work.
Materials for Facilitators

Materials for Participants

Module 4: Health Information, Systems, and Financing

By the end of this module, participants will have:

  • named the value of health information for budget analysis and advocacy work;
  • identified the content of essential budget documents relevant for budget work;
  • listed possible barriers to accessing budget information and suggested strategies for overcoming the barriers;
  • recognized the three ways governments finance the provision of health care;
  • identified key features of different health systems and how they are organized;
  • considered and discussed the implications of the different features and payment mechanisms of health systems for universal access, the right to health, and equity;
  • reviewed the various components that make up the health system; and
  • discussed the role of donors in financing the provision of health care.
Materials for Facilitators

Materials for Participants

Module 5: Budget Advocacy Part I: Planning for Budget Advocacy

By the end of this Module, participants will have:

  • distinguished the key elements and importance of an advocacy strategy;
  • formulated a strategic objective and made it SMART;
  • appreciated the value of evidence-based advocacy; and
  • recognized the need to sharpen and add substance to advocacy strategies by examining the budget dimension of development problems.
Materials for Facilitators

Materials for Participants

Module 6: Health Policy and the Budget Process

By the end of this module, participants will have:

  • identified and examined health policy interventions;
  • recognized that there are budget issues underlying the development problems that they are trying to address;
  • read a budget and identified budget items linked to relevant policy interventions;
  • described the main role players in the policy and budget process, their functions, and their responsibilities;
  • explained the four stages of the budget process;
  • named the decision makers affecting the budget at each stage;
  • identified when in the budget process to intervene, given different kinds of budget problems and advocacy objectives;
  • considered constraints and trade-offs in the budget process; and
  • practiced analyzing budgets to find possible areas where funds could be redirected or reprioritized.
Materials for Facilitators

Materials for Participants

Module 5: Budget Advocacy Part II: Power, Stakeholder, and Opportunity Mapping

By the end of Part II of Module 5, participants will have:

  • identified the powerbrokers in the budget process;
  • distinguished different kinds of powerbrokers and their positions relative to their group’s advocacy objective;
  • conducted a SWOT analysis for budget advocacy;
  • generated a stakeholder analysis and map; and
  • completed a power map and an opportunity schedule.
Materials for Facilitators

Materials for Participants

Module 7: Budget Analysis

By the end of Module 7, participants will have:

  • identified which calculations to undertake to investigate a range of suspected budget problems;
  • calculated cost per unit;
  • calculated over-expenditures and the amount of goods and services that could have been secured with efficient spending;
  • determined rates of under-spending;
  • recognized why they need to adjust budget amounts for inflation;
  • adjusted budget amounts for inflation;
  • measured changes in spending over time;
  • calculated per capita expenditure;
  • presented the findings of budget analysis using charts and graphs; and
  • linked budget analysis findings back to an advocacy objective.
Materials for Facilitators

Materials for Participants

Module 5: Budget Advocacy Part III: Media and Communications

By the end of Part III of Module 5, participants will have built further on the knowledge and skills acquired in the previous parts of the module and will have:

  • recognized why message development is important in budget advocacy;
  • formulated a clear budget advocacy message;
  • recognized why it is important to work with the media in an advocacy campaign;
  • summarized different types of media and differentiated the roles within the news media;
  • explained various techniques for gaining media attention;
  • matched media publicity to the budget cycle; and
  • considered how to gear message delivery to specific contexts and time constraints.
Materials for Facilitators

Materials for Participants

Module 5: Budget Advocacy Part IV: Budget Advocacy Group Work and Presentation

By the end of this last part of the Budget Advocacy module, participants will have built further on the knowledge and skills acquired in the previous parts of the module and will have:

  • practiced building a coherent budget advocacy strategy to address a development problem; and
  • prepared and refined a budget advocacy presentation.
Materials for Facilitators

Materials for Participants

Module 8: Evaluation, Certification, and Closure

By the end of this session, participants will have:

  • provided feedback on the workshop, training materials, and their learning experience;
  • evaluated and closed the workshop;
  • begun building a new network of health budget advocates with their fellow participants; and
  • gained a sense of accomplishment through their participation in the workshop.
Materials for Facilitators

Materials for Participants