How to develop a scorecard

Health Financing
A scorecard is a visual display of performance against a set of agreed indicators against targets. Usually, traffic lights colours – green, amber and red – are used to depict performance, with green meaning good progress, amber meaning moderate progress and red meaning poor progress.

WHAT is it?

You can use the Health Budget Scorecard tool (download available below) to provide a visual and periodic status update on the priority finance and health indicators that you are interested in.  

The accompanying training slides (download available below) will help you to explore what scorecards are, learn how to develop your own scorecard, and identify how you can use a budget scorecard for advocacy. 

The coalitions that E4A support use scorecards to facilitate discussion with policymakers on how to improve performance against their priority issues. This discussion informs what issues coalitions focus on for advocacy and provides a means of tracking whether their advocacy is leading to change.  

HOW do I do this?

You need:

  • The Health Budget Scorecard tool
  • Agreement on the priority indicators
  • Data on the priority indicators
  • A group of people to discuss the findings, develop asks for target stakeholders to improve performance and conduct advocacy to catalyse action.

Useful tips when developing a scorecard:

  1. Gather a group of people to agree on the priority indicators and set benchmarks.
  2. Assign people responsibility for collecting data on each indicator.
  3. Fill in the Scorecard Reference Sheet.
  4. Look at the scorecard sheet, discuss findings and develop asks.
  5. Use the scorecard to facilitate discussion and inform advocacy.

WHEN do I do it?

A monthly, quarterly or annual scorecard could be developed depending on the priority indicators being tracked. However, it is advisable to produce a Health Budget Scorecard biannually and/or annually due to the lag in processing budget implementation reports in most countries. For example, an annual Health Budget Scorecard can be produced in the first quarter of the financial year using data from the previous year.

WHAT can I do with the information?

A health budget scorecard can be used to track performance and progress of indicators. Consider using a scorecard in the following ways:

  1.  To engage policymakers who have the power to influence actions to improve indicator performance.
  2.  To engage the media by showing them what issues require public attention.
  3.  To track commitments made by policymakers to improve performance and ensure actions are taken to address findings.
  4.  To encourage policymakers to develop SMART actions/commitments to take forward.
  5.  To share information on progress with other organisations in the sector who can use this to inform their strategies and actions.