Management for health services delivery

Management of resources and support systems:
Financial management


Planning and budgeting

  • Guide for District Management: Planning & budgeting
    pdf, 49kb

    B. Engelbrecht, H. Jooste, G.Muller, T. Chababa and D. Muirhead, 2002, Department of Health, South Africa
    Covers the first process in the financial management cycle; explains how to draw up a budget and to set targets to measure achievement.
    (5 pages)
  • Guide for District Management: Allocating the Budget
    pdf, 39kb

    B. Engelbrecht, H. Jooste, G.Muller, T. Chababa and D. Muirhead, 2002, Department of Health, South Africa
    explains ways to allocate the received amount of money. Because the amount allocated is usually less than what was estimated, it is important to distribute resources according to set priorities.
    (4 pages)
  • Guide for District Management: Introduction to Financial Regulations
    pdf, 86kb

    B. Engelbrecht, H. Jooste, G.Muller, T. Chababa and D. Muirhead, 2002, Department of Health, South Africa
    A brief overview of the Public Finance Management Act, the Treasury Regulations and the key role-players in the Financial Management arena in South Africa.
    (8 pages)
  • Health financing policy: a guide for decision-makers
    Joseph Kutzin, 2008, WHO Regional Office for Europe
    This paper elaborates an approach to health financing policy that countries can adapt to their own national context. This entails:
    (1) specification of a set of health finance policy objectives, grounded in the agreed core values
    (2) a framework for analysing the organization and functions of the health financing system
    (3) recognition of the way in which key contextual factors, particularly fiscal constraints, affect a country’s ability to attain policy objectives or implement certain types of reforms.
    (29 pages, pdf 228kb)
  • How to Plan and Budget for Your Healthcare Technology
    pdf, 1.89Mb

    Caroline Temple-Bird, Willi Kawohl, Andreas Lenel and Manjit Kau, 2005
    Equipment inventory; stock value; usage of consumables; sample equipment lists; purchasing, donations, replacement and disposal policies; generic equipment specifications; purchasing and replacing equipment; installation; operating and maintenance costs; training; long-term equipment plans; (229 pages - Note: at 1.8MB, this is a large document to download)

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