Financial Strategy and Diversification

National Public Health Institutes (NPHIs) have typically depended on a narrow range of funding sources, with a significant portion coming from partners. This financial model has the potential to expose them to significant vulnerabilities, hinder sustainability, and lead to challenges in delivering on their strategic plan. Dependency on a limited array of funding sources can also create financial rigidities, such as reducing flexibility in resource allocation and thus NPHIs may find themselves constrained in their ability to adapt and respond effectively to public health emergencies. Furthermore, there is a risk of a disconnect between the activities described in an NPHI strategic plan and funder priorities.

Module Goal

Develop a 3–5-year financial strategy with a focus on strengthening operational autonomy, sustainability, and execution of prioritized NPHI public health functions, as articulated in the organizational strategic plan.

Module Objectives

1. Conduct a comprehensive financial health assessment using validated instruments to review the NPHI’s current financial infrastructure (people, processes, systems), revenue streams, overall financial needs, and approach to funding.

2. Identify gaps in the NPHI's financial systems to align with the current strategic plan and build mid- to long-term financial stability.

3. Determine the most effective financial strategies and activities to strengthen infrastructure, build sustainable revenue streams, and diversify approaches to funding.

4. Equip NPHIs with budget advocacy tools allowing them to engage effectively with Ministries of Health and Finance to secure levels of budget support that can fund essential public health functions.

5. Develop an action plan for executing the financial strategy.

Module Steps