ExpandNet/WHO Tools

Nine-Step Guide and Facilitator Worksheets for Developing a Scaling-up Strategy

ExpandNet/WHO has prepared a nine-step guide to assist program managers, technical assistance personnel, researchers and policy makers with the process of developing a scaling-up strategy. This document has been used in a facilitated process of strategy development with program/project managers from a range of countries including China, Guatemala, Kyrgyzstan, Madagascar, Mali, Peru and Sierra Leone.

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The Nine Step Guide has been used together with a set of worksheets in a participatory process of strategy development with key stakeholders. The worksheets contain a range of detailed questions related to the steps of the strategy development process: Recommendations that arise from answering these questions provide the broad outlines of the scaling-up strategy.

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Practical Guidance for Scaling Up Health Service Innovations

This ExpandNet/WHO document is more comprehensive than the Nine-Step Guide. For example, it focuses not only on how to scale up innovations but suggests ways to design pilot projects with scaling up in mind. This document was developed in response to the need expressed by program managers, policy makers and technical assistance personnel for practical guidance to assist with the process of scaling up.

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Brief on the ExpandNet approach to working with projects/countries on strategy development

ExpandNet has developed an approach to working with countries/projects in the development of project-specific scaling up strategies. This participatory and field-based approach, which uses the ExpandNet framework as a guide, involves six components and applies the ExpandNet/WHO strategy development tools.

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ExpandNet/WHO book with framework and country case studies

ExpandNet members collaborated in the preparation of a book published by WHO. The book is comprised of papers originally presented at a Bellagio 2003 conference entitled "From Pilot Projects to Policies and Programs". It presents a framework for scaling up and seven country case studies. This book has been published by WHO and is available for purchase or download via this website in PDF form.

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Scaling-up Bibliography

This bibliography includes publications, websites, grey literature, and conference reports that either directly address scaling up or provide valuable insights on scaling up. Included are materials from the health, family planning and development fields as well as selected pieces from vast literatures on the diffusion of innovation, technology or knowledge transfer, research or knowledge utilization, research dissemination, putting research into practice as well as literature from the policy, organization and management sciences.

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ExpandNet video series

ExpandNet has produced a number of video presentations including one that lays out the ExpandNet framework and key lessons learned as well as others that contain interviews with colleagues about different scaling up issues.

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20 Questions to guide development of retrospective case studies in scaling up

Upon request of the Implementing Best Practices Initiative, and together with Management Systems International, ExpandNet developed a guideline of 20 questions to support the development of retrospective case studies of scaling up experiences.

The guideline grew out of the awareness that a number of IBP partners had a great deal of experience in the area of scaling up but that documentation was sparse. We hope that other projects can make use of the guideline to help formulate publications. It would be especially helpful to refer to our Practical Guide when preparing documentation related to these questions.

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Publications by ExpandNet members

Additional publications by ExpandNet members that are not contained in the Scaling-up Bibliography are available.

See the list....