Antares Health Priorities Matrix Harnessing Private Enterprise for Public Health Briefing Note August 2011 Antares is a collaboration between the Harvard School of Public Health and Harvard Business School For more information, please contact: David Bloom [email protected] Michael Chu [email protected] Alix Smullin [email protected] Copyright © 2012 The President and Fellows of Harvard College Overview The Antares Health Priorities Matrix is a novel and practical approach to illuminating and improving priority setting in global health. When making choices regarding how to direct resources, health decisionmakers face an array of considerations that often are complicated and confusing. Two primary questions emerge. • What are the most important health issues? • How do we choose among alternative interventions that address those issues? The Antares Matrix is a rational, transparent, evidence-based method for ranking health problems in different settings in terms of their importance. Its purpose is to support strategic decision making with respect to the determination of health priorities. Antares Health Priorities Matrix Financial E ects Scale Health condition Equity Antares Matrix Users Spillover E ects Health Preference Selection Tool Malaria 2 HIV/AIDS 3 Tuberculosis AMRO 4 Diabetes EMRO 5 IHD EURO 6 Road Tra SEARO 7 COPD WPRO 8 MAT/PER 9 CER/VAS AFRO weighting CostE ectiveness 1 Custom Health Preference Profiles Ranking Matrix c Ranked Health Conditions The Antares Matrix is driven by: • Customized health preference profiles that reflect the relative importance users attach to key aspects and implications of different health conditions: Scale of Disease, Household Financial Effects, Social Equity, the Cost-Effectiveness of Available Interventions, and Spillover Effects (both health and social). • A robust database of health metrics and information, aggregated from trusted institutions and publications. Global health professionals can employ the Antares methodology during strategic planning to save time, eliminate confusion, and facilitate meaningful discussion and negotiation. This note explains the Antares Matrix, our vision for its use, and a plan for realizing that vision. 2 Background and Priority Setting The field of global health is in the midst of an exciting period of development. Measuring and reporting basic facts about the deficits and disparities in global health have been important to the field since its inception. Research emphasis shifted in the past decade to analysis of why deficits and disparities matter – ethically and morally, politically, socially, economically, and from the standpoint of international law and human rights. It is well established today that global population health could be much better. One central issue is how to define the best approaches to making progress in this crucial arena. What actions should governments, nongovernmental organizations (NGOs), and others take to improve the health and overall well being of billions of people around the world? Priority setting, explicit and implicit, is a key task that arises constantly in the realm of intervention. When faced with limited resources and huge demands, how should we decide which problems deserve the most attention? And once we decide which problems to focus on, which options for intervention deserve the most resources? Historically, this question has been answered in a haphazard manner in many settings. Data on which to base decisions often are absent or ignored. Similarly, up-to-date literature often is overlooked or unavailable to those who could make use of it. Policymakers may not know how to interpret data and literature, even when they are available, or how apply them to the situation at hand. Finally, of course, decisions often are made on the basis of local and short-term political considerations and may be distorted by factors such as corruption and interest group politics. Similarly, there is no standard approach to priority setting among global health experts. Ethicists have one way of setting priorities (principles of right conduct), international law specialists have another (human rights treaties), and economists (benefit-cost analysis) and political scientists (voting and polling) have yet others. Each approach has strengths and weaknesses, but there is no dominant method and no recognized “best practice” for priority setting across the field of global health. An ideal priority setting framework distinguishes health issues on the basis of their importance. Among the important issues, those that have readily-available cost-effective interventions are good candidates for implementation. Those that do not have such interventions are candidates for additional research and development aimed at devising a conceptual solution or improving the economics of its delivery. The Antares Matrix was created to help decisionmakers organize and augment their health data and knowledge, and to shape a coherent strategic plan. Potential impact of intervention Large Cost-effectiveness of intervention High Implement Low Research & Development Small Skip... The strategic opportunity space for global health interventions 3 The Antares Approach to Priority Setting An effective approach to priority setting must provide decisionmakers with a flexible and consistent means for making difficult choices while taking into account a range of complex data, literature, and contextual information. We created the Antares Health Priorities Matrix to facilitate priority setting in global health. The Antares Matrix identifies key objectives and takes quantitative account of them in light of available data and research literature to deliver a ranked set of focal health areas. It offers decisionmakers an evidence-based, contextspecific, and transparent algorithm for distinguishing health problems in terms of their importance. The first version of the algorithm uses the World Health Organization’s (WHO) six regions of the world as the objects of analysis. WHO supplies descriptive statistical summaries on health, illness and death for each region. Phase One Which problems should I focus on? Phase Two Which interventions should I choose to address the prioritized problems? The Antares Matrix The starting point for the Antares Matrix is a list of health conditions that one might potentially want to address. Each condition is scored on the basis of data on the size of the problem and literature on its social and economic consequences. Scores are assigned in relation to each of the following factors: 1. Scale of Disease: how much disability and death is caused by the health condition? 2. Household Financial Effects: to what extent does the condition adversely affect earnings and savings in low-income households? 3. Social Equity: how disproportionate is the effect of the condition on vulnerable groups like women and children? 4. Cost-Effectiveness: are relatively cost-effective solutions available? and 5. Spillover Effects: to what extent does the condition trigger other health conditions (e.g., diabetes and cardiovascular disease) or health or social problems among other people (e.g., infectious disease or social stigma)? Users can assign their own weights to each of the aforementioned criteria and to the common health conditions or they can rely on expert opinion, as we did with the initial version of the Antares Matrix. (See Appendix A for details of the criteria.) 4 Details: How the Antares Matrix Works Running the Antares Matrix requires specification of a geographic focus and preference weights (that sum to 100%) associated with the five factors noted above. Health and economic data are also required as input. The Antares Matrix delivers a geography-specific list of health conditions and diseases as output. The conditions are ranked in order of their importance, where importance is defined with respect to the five factors and their corresponding weights. All that a user must do is to create a health preference profile and select a geographic focus area because the remaining data is pre-aggregated in the system. They may choose either to use health condition scores assigned by our panel of experts or to assign their own scores, should they feel strongly about the status of a health condition in their geographic focus area. The pre-aggregated data in the system is based on a thorough review of professional literature and health data from reliable sources. Antares Matrix Inputs and Output Professional Literature Global Health and Development Data Health condition AFRO AMRO Ranking Matrix EMRO EURO SEARO WPRO Create or select a Health Preference Profile Choose an Area for Geographic Focus Score Health Conditions (or Use Expert Opinions) 1 Malaria 2 HIV/AIDS 3 Tuberculosis 4 Diabetes 5 Heart Disease Antares Matrix Algorithm Ranked Health Conditions Processing Output Inputs Case Study: An employee of a ministry of health, recently assigned as chief of health services for a particular region of the country, develops a health preference profile that aligns with the priorities of the current minister of health. She uses the Antares Matrix to support development of a strategic plan for realigning health services in her region to the overall goals of the ministry. We used the following expert-derived weights for the five criteria in our initial prototype version of the Antares Matrix: Category Weight Scale 34 Household Financial Effects 24 Equity 20 Cost-effectiveness 6 Spillover 16 Total 100 5 Details: How the Antares Matrix Works The Antares Matrix can be applied to different geographies (e.g., from community health departments to states, countries, regions, and the world). To illustrate its workings, we created the following example. It uses the weights associated with each of the five factors (and of their subcategories, which appear below), in conjunction with data from each WHO region, to identify the set of health conditions that deserve the most attention in each region. This matrix gives an overall view of the criteria and their subcategories, showing their potential application to WHO’s six regions and to the world as a whole. Scale Region DALYs Mortality Household financial effects Income Spending Equity SES (access to care) Spillovers SES (burden of disease) Gender (burden of disease) Costeffective ness Medical Social and economic AFRO AMRO EMRO EURO SEARO WPRO GLOBAL The resulting output is a list of the 10 highest-priority health conditions for each region of the world, and for the world as a whole. These “Antares Top 10” are the conditions for which effective solutions can have a major, large-scale impact on health in a given geographic area. We found in the first version that the following sets of diseases were the priority focal areas for the regions specified: Rank AFRO AMRO EMRO EURO SEARO WPRO GLOBAL 1 HIV/AIDS Diabetes HIV/AIDS CER/VAS HIV/AIDS HIV/AIDS HIV/AIDS 2 Malaria HIV/AIDS MAT/PER IHD MAT/PER CER/VAS MAT/PER 3 MAT/PER CER/VAS IHD HIV/AIDS IHD Diabetes Diabetes 4 LRI U/DEPR Road traffic U/DEPR CER/VAS U/DEPR CER/VAS 5 Diabetes IHD Diabetes Diabetes Diabetes IHD IHD 6 CER/VAS MAT/PER TB TB LRI Road traffic U/DEPR 7 TB Road traffic CER/VAS Road Traffic U/DEPR COPD LRI 8 CHD COPD U/DEPR MAT/PER TB MAT/PER TB 9 Diarrhea TB COPD COPD Road traffic TB Malaria 10 Road traffic Cataracts Diarrhea STIs Cataracts Vision Road Traffic CER/VAS = Cerebrovascular CHD = Childhood cluster diseases COPD = Chronic obstructive pulmonary disease IHD = Ischaemic heart disease LRI = Lower respiratory infections MAT/PER = Maternal & perinatal conditions STIs = Sexually transmitted diseases TB = Tuberculosis U/DEPR = Unipolar depression 6 Vision for the Future: Version 2.0 and Beyond The core Antares Matrix concept draws heavily on rich data sources and literature to provide insight into setting health priorities in a manner that reflects individual preferences. With accessibility as a primary goal of the project, we currently are developing an interactive version of the Antares Matrix that we hope will enable us to bring it to a wider audience. We have four goals for further development of the Antares Matrix: 1. Update the Antares Matrix algorithm with country-specific data Recent years have seen a marked increase in the amount of country-level data pertaining to health conditions. The WHO, the World Bank, and a number of other organizations release data on a regular basis. We plan to incorporate up-to-date country data into the Antares Matrix, so that it provides more relevant and accurate output. 2. Update the literature and background information The current focus on global health research has led to important and reputable developments in the measurement of health conditions and program evaluation methodologies. We are reviewing recent literature for developments relevant to our goals and will include them, where possible, in the methodology underlying the algorithm. 3. Develop an interactive web-based version and user manual The Antares Matrix relies on dynamic and accessible data. We plan to develop a web-based interactive version of it that permits users to work individually or collaboratively and to publish Antares reports to external sites. The interactive version will include visual preference graphs, a simple and visually rich way to identify the differences between preference rankings that drive Antares Matrix output. 4. Demonstrate the use of the Antares Matrix in choosing among particular health interventions Cost-effectiveness is a well-established tool for ranking health interventions from lowest to highest in terms of the improvement realized per dollar spent. One limitation of cost-effectiveness analysis is that it is limited to a single measure of health improvement (e.g., cases averted, deaths averted, DALYs gained). Interventions that affect multiple measures of health improvement and their spillover effects are ill-suited to cost-effective analysis. Since health interventions affect the impact score the Antares Matrix associates with each condition, the Antares Matrix can serve as a multidimensional way to assess cost-effectiveness. 7 Vision for the Future: Engaging Users One of our goals is to turn the Antares Matrix into an interactive website that is accessible and relevant to decisionmakers. Users will be able to customize their criteria weighting and make decisions based on countryspecific considerations. Our approach makes that possible and relatively easy. Users will determine their own weighting for the health preferences criteria. The interactive tool will suggest health priorities by combining these weights with data from recognized sources such as (but not limited to) WHO, the World Bank, and health ministries. In the absence of national data, external sources will be used by default. The website eventually will allow users to input data, too. Possible users of the website include: • Ministries of Health Ministries can weight the criteria according to national or subnational conditions and derive an ordered “top-10” list of diseases to tackle. This list then can be compared to the diseases on which funds currently are spent. We aspire to the Antares Matrix becoming a widely-used tool for strategic planning. • Media and Opposition Parties The Antares Matrix will help promote healthy and informed public dialogue by facilitating the analysis of health priorities. • Philanthropists and Foundations Philanthropic decisionmakers can use the Antares Matrix to determine the diseases on which they potentially can have the largest impact. Such users also could rank health conditions that interest them, along with their social preferences, to receive suggestions of geographic areas that match their mission. • Graduate and Undergraduate Courses Interest in global health is growing rapidly throughout the world, as evidenced by the rising number of global health programs, concentrations, and courses in graduate schools of public health, public policy, and business, schools of medicine, and in undergraduate programs. The Antares Matrix can be an extremely useful pedagogical tool to support study of health intervention priority-setting in these curricula. Case Study: A Board of Directors member at a non-profit foundation that supports schoolgirls in India creates a preference profile to fit the mission of the organization. She uses the output of the Antares Matrix to improve her understanding of which health problems could be addressed in schools to improve the health, attendance, and performance of vulnerable girls. She presents her findings to the Board and uses them to guide a discussion of programmatic development. 8 Version 2.0: Developing Visual Preference Profiles We are developing a prototype system for visual preference profiles, loosely based on the shape of a star – Antares is in fact the name of the 15th brightest star in the nighttime sky. Our goal is the creation of a system that is easy to use, easy to recognize, and accepted as a standard for health preference mapping. Each arm of the Antares star represents one of the five criteria represented in preferences selection. The sum total of all points assigned during weighting must equal 100. The arms of the star, therefore, represent the relative number of points assigned to each criterion. 5 5 4 4 3 3 2 2 1 1 Early iterations of the visual health preference profiles In the series of images below, if a user gives equal weight to all five criteria, we would have the image on the left. If a user weights the criteria differently, using the weights in the table, we would see an image such as the one on the right, with the arms of the star displayed in lengths proportional to the criterion weight. Category Even Weighting (the Antares logo) Weight Scale 34 Household Financial Effects 24 Equity 20 Cost-effectiveness 6 Spillover 16 Total 100 Ranked Weighting The goal is that users, with time, will learn to glance at a preference profile and quickly understand the weighting. All other input being equal -- the same geographic focus and health/economic data -- the user preferences will be the sole differentiating factor between users with varying Antares Matrix output. The visual preference profile system remains under development and will change as we refine our approach and receive feedback from users. Below are more examples of how ranked preference profiles might appear. 9 Appendix A: Weighting Criteria Details 1. Scale of Disease Available data give us a picture of the overall impact of each disease, accounting for both disease prevalence and severity. Data on mortality and Disability-Adjusted Life Years (DALYs) for each disease are available by region, thus allowing for cross-regional comparisons. To assess the overall impact of each disease, a weighted average was calculated using a 3:1 ratio of the DALY score to the mortality score to emphasize the burden of disease. 2. Household Financial Effects The household financial effects category reflects our interest in measuring the extent to which specific diseases impoverish people. The data used include both diminished household earnings due to a given disease as well as income spent to prevent or cure the disease. 3. Social Equity In many societies, women and children have little control over resources and limited decisionmaking power. Similarly, across societies, the poor have the fewest resources with which to avert or treat health problems. The equity criterion seeks to capture the impact of disease on women, children, and the poor, and more broadly, any vulnerable groups with low socioeconomic status. This criterion also takes access to care into account. 4. Cost-Effectiveness of Available Interventions This criterion takes into account the availability of cost-effective interventions to address a given disease. We assigned Cost-Effectiveness a relatively low weight when using the first version of the tool so as not to limit the results to conditions for which cost-effective strategies currently are available. It is important not to rule out the possibility of innovation that would boost cost-effectiveness in some circumstances. It is also important to consider that there are some diseases (e.g., pancreatic cancer) for which there is little effective treatment, either currently or in prospect. Including the Cost-Effectiveness criterion helps steer resources away from unproductive uses. 5. Spillover Effects The tool takes into account two specific types of situations in which addressing a disease has significant implications beyond the disease itself. (A) Medical spillovers that occur when one disease affects another (e.g., HIV infection increases susceptibility to tuberculosis; it also puts others at risk of tuberculosis); and (B) social and economic spillovers occur when a disease has an effect on social or human capital (e.g., when high HIV rates affect a significant portion of a population’s ability to be economically productive due to communicability and the associated social stigma). 10
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