Engagement Factors Self-Assessment Tool

This tool is one of two assessments produced by the Strengthening Mixed Health Systems (SMHS) project funded by Merck for Mothers, and builds on the Public-Private Engagement Ecosystem framework shared previously.

This tool is intended to assess strengths and weaknesses related to the capacities, relationships, and interactions between public and private sector partners entering or implementing a public-private engagement. The self-assessment tool is designed as a questionnaire that asks public and private actors to rate their level of agreement with a variety of statements. This tool could be implemented by either a trusted broker or third-party facilitator, or it could be used by individuals within an engagement themselves to better understand their current performance. By looking across responses to the questionnaire and comparing public and private sector responses, areas of strength and areas for potential improvement can be identified and discussed.

Related to this tool is the Engagement Factors Progression Model, included in this document. While we recognize that there is no perfect blueprint for mapping out the progression of the Engagement Factors, the Progression Model captures our hypotheses related to their dynamism and interrelationships. This includes the close interrelationship between the foundational and operational dimensions, including feedback loops, as well as our view that the Engagement Factors can fall across a spectrum of performance. In the Progression Model, we have defined that performance spectrum from “emergent” to “optimal”. Within a given public-private engagement, performance across the Engagement Factors can vary, and can improve or even move backwards over time as changes occur across interrelated factors.



  • Cicely Thomas
  • Keith Mangam
  • Courtney Tolmie
  • Chloe Lanzara
  • Daniela Gutierriez
  • Emily Adams

Access Health International

  • Jaidev Anand
  • Maulik Chokshi

About Merck for Mothers

This program is supported by funding from Merck, through Merck for Mothers, the company’s $500 million initiative to help create a world where no woman dies giving life. Merck for Mothers is known as MSD for Mothers outside the US and Canada.

Global & Regional Initiatives

R4D is a globally recognized leader for designing initiatives that connect implementers, experts and funders across countries to build knowledge and get that knowledge into practice.