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Situational assessment for TB research and innovation

Medium 16 items · 30 min
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testuser Published 2 months ago
Health

This checklist helps public health teams quickly assess local capacity and needs to implement TB research and innovation initiatives. Inspired by World Health Organization guidelines. Always consult a qualified healthcare professional.

Inspired by World Health Organization (WHO) guidelines. Always consult a qualified healthcare professional where applicable.

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  1. Define clear assessment objectives — State what decisions the assessment must support and which questions to answer.
  2. Assemble a multidisciplinary team — Include clinicians, researchers, program managers, lab staff and community reps.
  3. Map key stakeholders and partners — List government, funders, NGOs, labs and patient groups to engage.
  4. Gather local TB epidemiology data — Collect recent surveillance, notifications and trend summaries.
  5. Collect recent case notifications and trends — Obtain 3–5 years of case data by age, sex and location.
  6. Review drug-resistant TB and treatment outcomes — Summarize rates of DR-TB, treatment success and default.
  7. Assess laboratory and diagnostic capacity — Check availability of GeneXpert, culture, DST and sample transport.
  8. Inventory current TB research projects and resources — List active studies, funding sources, and institutional strengths.
  9. Identify workforce skill gaps — Note shortages in clinical trial expertise, lab skills, data analysis.
  10. Review regulatory, ethics and policy frameworks — Check timelines for approvals, data protection and trial registration.
  11. Engage community and patient groups for perspectives — Gather priorities, barriers to participation, and ethical concerns.
  12. Identify priority research and innovation needs — Rank gaps by impact, feasibility and local relevance.
  13. Draft an action plan with timelines and responsibilities — Turn priorities into specific tasks, owners and deadlines.
  14. Plan monitoring, evaluation and data sharing — Define indicators, reporting intervals and data access rules.
  15. Secure funding and resource commitments — Identify potential funders and draft short funding requests.
  16. Schedule regular reviews and update the plan — Set review dates to adapt priorities and report progress.
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