Resources
Free guides, templates and tools
Practical, sourced material on costing, health financing, economic evaluation and HTA. Guides and templates are free to download after a short sign-up; calculators run in your browser.
Showing 31 of 31 resources
Guide · PDF
Costing Study Checklist for NGOs and Programme Managers
A step-by-step checklist for planning, running and reporting a costing study of a health programme, from the costing question to the unit cost, based on recognised costing guidance.
Costing
Guide · PDF
Provider Payment Methods Compared: Fee-for-Service, Capitation, Case-Based and Global Budgets
How the main ways of paying health providers work, the incentives each creates, what each needs to run, and why most health systems combine several.
Health financing & insurance
Guide · PDF
Measuring Financial Protection: Catastrophic and Impoverishing Health Expenditure Explained
How financial protection in health is measured — out-of-pocket spending, catastrophic and impoverishing expenditure, and the revised SDG indicator 3.8.2 — with the calculation steps and common pitfalls.
Health financing & insurance
Guide · PDF
Cost-Effectiveness Analysis Explained for Programme Managers
A plain-language introduction to cost-effectiveness analysis — incremental costs and effects, the ICER, QALYs and DALYs, thresholds, uncertainty — and the questions to ask of any cost-effectiveness result.
Economic evaluation & HTA
Guide · PDF
HTA Readiness Self-Assessment for African Health Systems
A structured self-assessment that helps ministries, insurers and benefits bodies see how ready they are to use health technology assessment in coverage and pricing decisions, and where to start.
Economic evaluation & HTA
Guide · PDF
Cost-per-Beneficiary and Value-for-Money Guide for Donor Proposals
How to calculate a defensible cost per beneficiary and present value for money using the economy, efficiency, effectiveness and equity framework used by many funders.
Costing · Impact evaluation
Guide · PDF
Ingredients Approach to Costing: Step by Step
A practical walk-through of bottom-up (ingredients) costing — from mapping activities and inputs to valuing staff time, commodities and capital and calculating a unit cost.
Costing
Guide · PDF
Financial vs Economic Costs: What Donors and Ministries Expect
The difference between financial and economic costs, when each is needed, and how to value donated goods, volunteer time, shared resources and capital.
Costing
Guide · PDF
Fiscal Space for Health: A Short Primer
What fiscal space for health means, the five main sources of additional public money for health, and how a fiscal space analysis is structured.
Health financing & insurance
Guide · PDF
Budget Impact Analysis: When and How Ministries Use It
What a budget impact analysis is, how it differs from cost-effectiveness analysis, the components of a good analysis, and how ministries and insurers use the results.
Economic evaluation & HTA
Template · Excel
Programme Costing Template (Ingredients Approach)
A blank Excel workbook for costing a health programme or service with the ingredients approach — recurrent and capital inputs, annualisation, financial and economic costs, and the unit cost per output.
Costing
Template · Excel
Cost-per-Beneficiary and Value-for-Money Workbook
A blank Excel workbook that calculates cost per beneficiary, cost per output and cost per outcome, allocates shared costs, and organises value-for-money evidence around the 4Es.
Costing · Impact evaluation
Guide · PDF
Cost-Effectiveness Thresholds: What Decision-Makers Need to Know
What cost-effectiveness thresholds are, the main approaches to setting them, the debate over GDP-based thresholds, and how to use thresholds carefully. Presents published evidence and debates; it does not recommend a threshold.
Economic evaluation & HTA
Guide · PDF
Discrete Choice Experiments: A Starter Guide
What discrete choice experiments measure, when to use them, and the main steps — attributes and levels, experimental design, piloting, fieldwork and analysis — with pointers to good practice guidance.
Preference studies
Guide · PDF
Choosing an Impact Evaluation Design
How to choose between randomised, quasi-experimental and other designs for evaluating the impact of a health programme or policy, with the assumptions each design needs and the questions that decide the choice.
Impact evaluation
Guide · PDF
Writing the Economic Evaluation Section of a Grant Proposal
A practical structure for the health economics section of a research or programme grant — aims, design, costs, outcomes, analysis, team and budget — with the choices reviewers look for.
Economic evaluation & HTA · Costing
Guide · PDF
CHEERS 2022 Reporting Checklist, Annotated
The 28 items of the CHEERS 2022 reporting standard for health economic evaluations, with plain-language notes on what each item asks for and the gaps reviewers most often find.
Economic evaluation & HTA
Guide · PDF
Donor Transition Readiness Checklist
A practical checklist for ministries, programmes and partners preparing for reduced external funding — covering costing, financing, procurement, service delivery, data and governance.
Health financing & insurance · Costing
Guide · PDF
Benefit Package Costing Checklist for Insurers and Ministries
A checklist for commissioning, carrying out or reviewing the costing of a health benefit package — from defining the package to projecting costs and testing scenarios.
Health financing & insurance · Costing
Template · Excel
Five-Year Budget Impact Template
A blank Excel workbook for estimating the five-year budget impact of a new intervention from the eligible population, treatment costs and market shares with and without the intervention.
Economic evaluation & HTA
Template · Excel
Simple Decision-Tree Cost-Effectiveness Template
A blank Excel workbook for a simple decision-tree cost-effectiveness analysis comparing an intervention with a comparator, with expected costs and outcomes, the ICER, net monetary benefit and a sensitivity log.
Economic evaluation & HTA
Template · Excel
Benefit Package Costing Worksheet
A blank Excel worksheet for costing a health benefit package service by service — covered population, utilisation, unit costs or tariffs — with a five-year projection and administration costs.
Health financing & insurance · Costing
Template · Excel
Grant Budget Justification Template
A blank Excel template for building a grant budget line by line with its justification, split across up to three years, with indirect costs and a category summary.
Costing
Calculator · online
Cost-per-beneficiary calculator
Add shared costs to direct costs and calculate the full cost per beneficiary and per output.
Costing
Calculator · online
Catastrophic health expenditure calculator
Check one household against the budget-share, capacity-to-pay and discretionary-budget definitions, with a threshold you choose.
Health financing & insurance
Calculator · online
Currency and inflation converter
Adjust a cost to another price year with a price index, then convert it with an exchange rate you enter.
Costing · Economic evaluation & HTA
Calculator · online
Discounting and present value calculator
Present value of future costs or outcomes, annuity factors and the equivalent annual cost of equipment.
Costing · Economic evaluation & HTA
Calculator · online
ICER and cost-effectiveness plane explorer
Enter an incremental cost and effect and a willingness-to-pay threshold to see the ICER, net monetary benefit and where the result falls on the plane.
Economic evaluation & HTA
Calculator · online
Budget impact calculator
Estimate a five-year budget impact from the eligible population, uptake by year, cost per patient and cost offsets.
Economic evaluation & HTA
Tracker · online
African health financing and HTA tracker
Dated, sourced developments in health financing, insurance and HTA across sub-Saharan Africa.
Health financing & insurance · Economic evaluation & HTA
Glossary · online
Health economics glossary
Plain-English definitions of more than 60 health economics and health financing terms, with examples.
All topics
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