Costing tools

Planning, Costing and Budgeting Framework

Management Sciences for Health

Graph illustration

This is a spreadsheet-based tool developed by MSH with USAID funding for UNAIDS Global Fund training activities in Southern Africa. It provides a generic template for setting out time-bound measurable goals and objectives, estimating the variable resources required for attaining the goals and objectives, and calculating the related costs of activities linked to the goals and objectives. It also includes a section for showing sources and amounts of funding going into the activities.

The tool encourages the user to follow a structured and logical process of developing a plan, costing it and then developing a budget. The user has to provide all the input information as the framework has no built-in data values. A manual is available in English.


David Collins

Summary of main features

Purpose Planning, costing and budgeting major programs such as Global Fund
Health MDGs addressed All
Scope of interventions Any
Type of software Excel
User manual available Yes
Potential users Planners and finance managers at national or provincial levels
Skills required planning, epidemiology, spreadsheet
Type and length of training required small group – 2 days
Costing strategy and methods Costs activities and aggregates them to objective levels. Bottom-up, based on unit costs and quantities of activities .
Level of aggregation Typically national or provincial
Program/system costs included Yes
Time-frame Any, but typically multi-annual
Modeling intervention impact or interactions on epidemiology or demography Yes
Output Cost by activity, objective, program
Automatic generation of reports No
Country applications Southern Africa, Nigeria