Situational assessment for TB research and innovation
16 items · Health · Medium difficulty · 30 min
Practical steps to assess local TB research and innovation needs.
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Define clear assessment objectives
State what decisions the assessment must support and which questions to answer.
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Assemble a multidisciplinary team
Include clinicians, researchers, program managers, lab staff and community reps.
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Map key stakeholders and partners
List government, funders, NGOs, labs and patient groups to engage.
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Gather local TB epidemiology data
Collect recent surveillance, notifications and trend summaries.
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Collect recent case notifications and trends
Obtain 3–5 years of case data by age, sex and location.
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Review drug-resistant TB and treatment outcomes
Summarize rates of DR-TB, treatment success and default.
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Assess laboratory and diagnostic capacity
Check availability of GeneXpert, culture, DST and sample transport.
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Inventory current TB research projects and resources
List active studies, funding sources, and institutional strengths.
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Identify workforce skill gaps
Note shortages in clinical trial expertise, lab skills, data analysis.
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Review regulatory, ethics and policy frameworks
Check timelines for approvals, data protection and trial registration.
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Engage community and patient groups for perspectives
Gather priorities, barriers to participation, and ethical concerns.
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Identify priority research and innovation needs
Rank gaps by impact, feasibility and local relevance.
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Draft an action plan with timelines and responsibilities
Turn priorities into specific tasks, owners and deadlines.
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Plan monitoring, evaluation and data sharing
Define indicators, reporting intervals and data access rules.
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Secure funding and resource commitments
Identify potential funders and draft short funding requests.
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Schedule regular reviews and update the plan
Set review dates to adapt priorities and report progress.
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