Annual report 2014

CONTENTS
2
Chairman's Letter
3
Executive Director's Letter
4
Who We Are
6
CAHI Programs
10
CAHI Fellows
13
CAHI Faculty
15
Financial Report 2014
16
Partners and Sponsors
17
Board of Directors
18
Management Team
19
Projections for 2015
Chairman's Letter
Robert A. Jeffe
INCAE Commencement Address
Managua, Nicaragua
May 31, 2013
It is hard to believe it has only
been three years since my wife,
Elizabeth, and I decided to focus
our philanthropic energy on
advancing healthcare in Central
America. Our idea was simple—
if we funded the enhancement
of healthcare management
techniques, technological innovation,
and the strategic application of
relevant data, we could leverage
more and better healthcare for
those who needed it the most. We
were delighted when this approach
resonated with the academic
experts and practitioners with
whom we shared it.
After many creative conversations,
supplemented by field research,
2
it became clear to us that Central
America was the ideal place to
apply this strategy. We created a
non-profit organization, the Central
American Healthcare Initiative
(CAHI), to advance the work, and I
am excited to present to you its first
annual report.
Partnering with INCAE (the
leading business school in Central
America), Stanford University,
New York University, and the
Vivian Pellas Hospital (a worldclass hospital in Nicaragua), and
supported by important Central
American business leaders such
as Carlos Pellas and Stanley
Motta, CAHI now offers a variety of
programs to advance healthcare
delivery in Central America.
CAHI’s fundamental approach
is to provide current and future
healthcare leaders with the
training and mentorships needed
to incubate and catalyze their
brightest ideas with tangible results.
Last year CAHI commenced
its annual one-year Fellowship
Program. Having met our 16
outstanding Fellows from all six
countries in Central America, I am
convinced they are truly the next
generation of healthcare leaders
in the region. In early February of
this year, the Fellows all graduated
and embarked upon projects that
will make a real difference in the
efficient delivery of healthcare.
This spring we launched our
postgraduate one-year healthcare
management training program,
designed for healthcare executives
in public hospitals, where the
positive impact upon the poorest
population will be the highest, and
our research projects continue.
It has been extremely satisfying
to see the programs we once only
imagined now becoming powerful
realities.
I want to thank our dedicated and
talented board and management
team for their contributions to
CAHI. I would like to express our
appreciation to Luis Figueroa, our
Executive Director; Andrea Prado,
our Academic Director; and Chris
Barry, our Project Director, on their
tireless, outstanding efforts to
effectively design and implement
all of our programs. I also want to
thank our important supporters
throughout the region and the
United States. We truly appreciate
your interest and enthusiasm.
Traveling across Central America
and meeting with so many
committed leaders dedicated to
improving healthcare has been
an incredible experience. It has
allowed me to connect with the
people making change happen,
see innovation being applied,
and most importantly, witness the
difference being made in people’s
lives. Helping support this work
has been immensely gratifying. I
invite you to join us. Together we
can truly make a difference!
Sincerely,
Robert A. Jeffe
Executive Director's Letter
Luis Figueroa
CAHI is making a significant
difference in the quality of life for
thousands of people throughout
Central America. We are working
to foster the next generation
of health leaders, as well as
stimulate the exploration of many
revolutionary and innovative
ideas for enhancing accessibility,
efficiency and quality of healthcare
in the region.
The projects we support endeavor
to improve the health of Central
America’s most vulnerable
citizens, including indigenous
groups, poor rural communities,
and other marginalized segments
of the population.
The experience has been exciting
and challenging, and we are
satisfied with our advances to date.
Nevertheless, closing the gap
for Central America’s healthcare
needs is still a distant goal.
3
Indeed, much work remains in
front of us, and we will need the
support of many more individuals
and organizations to achieve this
objective. Our call is for more and
better-coordinated collaborations,
not only among local and
international health organizations,
but also incorporating many other
institutions with close ties to the
social determinants of health
working in education, technology
and rural development.
We are most appreciative of the
many outstanding individuals and
institutions that continually bestow
CAHI with exceptional support and
advice. We are especially grateful
to our donors and sponsors
whose generous investments in
CAHI enable the realization of
our ambition to drive enhanced
healthcare for those who need
it most, and to our institutional
partners – INCAE Business
School, New York University and
Stanford University – which fortify
CAHI’s programs with invaluable
expertise. We are equally thankful
for our accomplished Board of
Directors, with special recognition
for CAHI Founder and Chairman,
Robert Jeffe, without whose
support CAHI would not be a
reality. Finally, we are thrilled with
the great strides made by our
inspiring CAHI Fellows. CAHI’s
impact relies on the passionate
commitment and dedication of all
these extraordinary people.
Sincerely,
Luis Figueroa
Who We Are
CAHI is a young and growing
non-profit organization that has
a passion for driving healthcare
delivery innovation in Central
America. The health challenges
facing the region are varied
and complex, and we believe
that decentralized, grass-roots
creativity and local leadership
provide the best opportunity to
advance solutions with impact,
providing vital healthcare
services to those who need
them most.
Our approach is a targeted
investment in local leaders,
their ideas and their potential
to transform healthcare
delivery through innovation
and enhanced management,
leveraging millions of dollars
spent on health annually.
With more efficient delivery
of effective care, the health
systems of Central America
can provide vital care to more
people.
In operation for three years,
CAHI has already attracted
the support of major Central
American philanthropists and
improved the lives of children
and families across the region.
Thanks to a grant from the Jeffe
Foundation that covers all of
CAHI’s administrative expenses,
100% of donations go directly to
deliver our three programs.
2014 Health Innovation Fellowship Graduation
Gary Goodenough (Board Director), Andrea Prado (Academic Director), Gonzalo
Navarro (CAHI Fellow), Robert Jeffe (Chairman), Luis Figueroa (Executive Director),
Alvaro Salas (Board Director)
2014 Health Innovation Fellowship Graduation
4
OUR MISSION
Foster a new generation of leaders
to drive critical improvements in
Central American healthcare, through
innovation, use of technology and
enhanced management.
OUR VISION
A Central America where everyone has
access to quality healthcare services,
regardless of any socioeconomic,
cultural or geographic barriers.
Health Innovation Fellows Gonzálo Navarro and Sergio Lopéz participating
in a team-building exercise
5
CAHI PROGRAMS
CAHI designed three programs to fulfill its mission
The CAHI Health Innovation
Fellowship is an incubator
program for talented social
leaders to implement, scale and
replicate innovative projects that
improve healthcare access for
the poorest people in Central
America. The Fellowship
provides the tools and support
needed for leaders that are
highly committed to a better
future for the health of the
region.
CAHI Academic Director Andrea Prado engaging a class
in a case study analysis of public-private partnerships
The Fellowship supports these
select health leaders with
management and leadership
training, mentorships,
professional networks, and the
applied use of best practices in
healthcare delivery to catalyze
their innovative ideas. CAHI
recently graduated its first class
of 16 CAHI Health Innovation
Fellows from all over Central
America (see pages 10 - 12).
And our second generation of
CAHI Fellows is already off to
a strong start in the first half of
2015.
INCAE Senior Lecturer Roberto Mendoza teaching a class on project finance and accounting to the 2014 Health Innovation Fellows
6
CAHI Programs
CAHI Academic Director Andrea
Prado introducing CAHI to alumni
and special guests gathered
for INCAE’s 50th Anniversary in
November
Health systems not only require
innovation, but also highly
trained and effective managers.
While it is important to expand
the number of hospitals and
health centers, it is equally
important that these centers
are managed in an efficient
and professional manner to
maximize the impact of public
health investments.
CAHI aims to provide the
managers of important public
hospitals with the training and
management advice needed to
run these institutions properly,
optimizing daily operations,
supply chains, human resource
management, financial planning
and quality controls. More
effective and efficient delivery of
healthcare services is possible
with well-trained managers of
public hospitals, maximizing
the use of the limited resources
available and minimizing waste.
CAHI successfully launched
its first class of Healthcare
Management Fellows in April
2015.
Community health promoter in San Lucas Tolimán, Guatemala
Ultimately, CAHI aims to
partner with our Innovation
and Management Fellows to
see their projects through to
implementation and impact.
Adding to CAHI’s role as
incubator and catalyst, we are
also building the foundations for
a dynamic network of leaders to
spearhead the future of Central
American health.
CAHI Fellow Wilman Rojas in Alto Telire, Costa Rica
7
CAHI Programs
CAHI Fellow Edgar Noguera
from Honduras
CAHI seeks to contribute to a
better understanding of how
organizations and individuals
in developing countries provide
healthcare to the poorest
populations, also known as the
base of the pyramid (BoP).
CAHI Fellow Erlin Rugama from Nicaragua
There are numerous health
challenges faced by this
segment of the population, but
CAHI’s first stage of research
is focusing on three important
areas:
1. Utilization of mobile and IT health solutions
CAHI Fellow Aura Cuellar
from Guatemala
8
2. Private business models to provide healthcare to low-
income populations
3. Delivery of products and services to geographically remote areas at the “last-mile”
CAHI’s research aims to identify
and study best practices that
can be discussed and shared
with other experts, practitioners
and policy makers from around
the world, providing promising
solutions to pressing health
challenges.
Some of the main research
projects developed by CAHI in
2014 are highlighted below:
1. Working alongside Stanford
Professor Dr. Paul Wise, with
support from the Stanford
Institute for Innovation in
Developing Economies (SEED),
CAHI sought to understand how
best to design and implement
mobile health technologies that
respond to the needs of endusers.
The paper focuses on “cultural
brokers” and the vital role they
play in connecting designers
and engineers from high-income
countries with end users at the
base of the pyramid in lowincome countries.
This research proposal won
the Highly Commended Award
of the Emerald/CLADEA Latin
American Management Research
Fund 2014 and was presented at
the TU Dresden Interdisciplinary
Summer School 2014.
2. CAHI is providing an analysis of
the best practices of a network
of small social pharmacies
that deliver vital medicines
and medical services to rural,
isolated, and poor regions of
Nicaragua.
9
CAHI Programs
Research Studies
3. Management in Global Health
Education: A New Health
Innovation Fellowship in Central
America, a collaborative effort
with New York University
Professor Dr. Nathan Bertelsen,
seeks to understand the role
that business schools and
management training can play
in the support of healthcare
professionals.
Case Studies
1. The first of two case studies,
Sistema Ser, explores the
case of Dr. Jorge Gronda, a
social entrepreneur, who has
successfully implemented a
private micro-insurance model to
provide primary healthcare for the
BoP in Northern Argentina.
2. Our second case study
addresses how Acción Médica
Cristiana, a non-governmental
organization managed by Erlin
Rugama (2014 CAHI Health
Innovation Fellow), is able to
successfully operate a financially
sustainable organizational model
to distribute low-cost and
high-quality medications in rural
Nicaragua.
Stanford student training a community health
promoter in San Lucas Tolimán, Guatemala
In 2015, CAHI will continue to develop its
research agenda and to disseminate the
knowledge generated through these efforts.
A new project, Implementation of Inclusive
Innovations:Training End-Users at the Base
of the Pyramid, began in April 2015 with the
support of SEED and Stanford Professor Dr.
Paul Wise. CAHI will also publish case studies
to document the development and challenges
of projects from our 2014 class of CAHI Health
Innovation Fellows.
CAHI FELLOWS
Fellow
Project
Mentor
Title
Pablo Acuña
Chief Executive Officer
Paralelo Diez
Costa Rica
CR+: Enhanced management,
logistics, and public campaigns to
improve voluntary blood donations
Dr. Álvaro Salas*
Former Executive
President
Costa Rican Department
of Social Security
Costa Rica
Dr. Guadalupe
Argueta
Director of Strategic
Health Planning
El Salvadoran Institute of
Social Security
El Salvador
Tracking and preventing chronic
kidney disease
Juan Carlos Ulloa
Advisor to the Director
General
Inter-American Center for
Social Security Studies
Mexico
Allan Bejarano
Training Coordinator
Mujeres que Salvan Vidas
Costa Rica
Mujeres que Salvan Vidas:
Guidance and counseling for
breast cancer patients from
survivors
Dr. Mario Ruiz
Chief of Surgery
San Francisco de Asís
Hospital
Costa Rica
Dr. Jessica
Chavarría
Health Access
Coordinator
Ministry of Health
Costa Rica
Public-private partnership to
improve quality and speed of care
for poor populations
Dr. Luis Bernardo
Sáenz
Project Director
Comprehensive Cancer
Care Network,
Costa Rican Department
of Social Security
Costa Rica
Aura Cuellar
Nurse
Wings
Guatemala
Mobile clinic to provide access
to reproductive health in rural
communities
Dr. Miguel Garcés
Founder
National Health Institute
Guatemala
*CAHI Board Director
10
Title
Health Innovation Fellows 2014
Health Innovation Fellows 2014
Fellow
11
Title
Project
Mentor
Title
Dr. Alcibíades
González
Pediatrician
José Domingo De Obaldía
Maternal Infant Hospital
Panamá
Combat newborn HIV and syphilis
with community health worker
interventions
Leila Garro
Professor of Women's
Health and Perinatology
University of Costa Rica
Costa Rica
Dr. Karen Herrera
Research Professor
Center for Health Studies
and Research,
National Autonomous
University of Nicaragua CIES
Nicaragua
Online degree in biostatistics and
information systems
Alcira Castillo
Former Director
School of Public Health,
University of Costa Rica
Costa Rica
Dr. Sergio López
Surgical Oncologist
Dr. Manolo Morales
Hospital
Nicaragua
Utilization of WhatsApp to build
referral and diagnostic network
Dr. Luis Fulgencio
Báez
Chief of Pediatrics
Hospital Metropolitano
Vivian Pellas
Nicaragua
Dr. Gonzálo Navarro
Dental Surgeon
National Autonomous
University of Nicaragua Leon
Nicaragua
Promotion and access to primary
oral healthcare
Dr. Miguel Orozco
Director
Center for Health Studies
and Research,
National Autonomous
University of Nicaragua CIES
Nicaragua
Edgar Noguera
Project Manager
Aldea Global
Honduras
Community health initiative
with intensive participation from
communities
Dr. Juan Carlos
Álvarez
Health Adviser
Office of the Prime Minister
Spain
Health Innovation Fellows 2014
Fellow
Project
Mentor
Title
Wilman Rojas
Regional Health Director
Costa Rican Department
of Social Security
Costa Rica
A cultural guide to providing
medical services to remote,
indigenous communities
Erlin Rugama
Program Manager
Acción Médica Cristiana
Nicaragua
Expansion of a chain of community, Dr. Néstor Castro
non-profit pharmacies designed to
deliver essential medication to the
last mile
Director
Epidemiology and Health
Department,
National Autonomous
University of Nicaragua - Leon
Nicaragua
Agnes Saborio
Quality Control Manager
Hospital Metropolitano
Vivian Pellas
Nicaragua
Develop and implement patient
safety in nursing curriculum to
minimize errors and reduce inhospital infections
Gilberto Guzmán*
Chief Executive Officer
Hospital Metropolitano
Vivian Pellas
Nicaragua
Dr. Mario Soriano
Technical Medical Advisor National implementation of
Department of Adolescent government plan to improve
adolescent health
Health,
Ministry of Health
El Salvador
Celina Palomo
Director
Salvadoran Health and
Human Development
Foundation
El Salvador
Dr. José Sprok
Chief of Cardiothoracic
Surgery
San Juan de Dios Hospital
Costa Rica
Surgical room optimization in San
Juan de Dios Hospital
Román Macaya
Ambassador to the
United States
State Department
Costa Rica
Antón Zamora
Adviser to the Minister
Ministry of Health
Costa Rica
Salud a un Clic: Virtual platform
with mobile applications to connect
doctors, patients and their families
José Pablo Arce
Medical Director
San Rafael de Alajuela
Hospital
Costa Rica
*CAHI Board Director
12
Title
Leila Garro
Professor of Women's
Health and Perinatology
University of Costa Rica
Costa Rica
CAHI FACULTY
INCAE Professors
Juan Carlos Barahona Ph.D.
Assistant Professor
Technology and information systems
Esteban Brenes Ph.D.
Professor
Strategy and entrepreneurship
María Elena Carballo Ph.D.
Assistant Professor
Leadership and communication
Forrest Colburn Ph.D.
Professor
Political analysis
José Exprúa Ph.D.
Professor
Marketing
* CAHI Academic Director
13
We would like to extend our sincere gratitude and appreciation
for all of the hard work and dedication provided by the INCAE
professors and local and international health experts who
have participated in CAHI's courses and webinars.
Niels Ketelhöhn D.B.A.
Professor
Strategy and competitiveness
Francisco Leguizamón D.B.A.
Professor
Negotiation, social organizations
management, organizational behavior,
ethics and managerial decisions
Julio Sergio Ramírez Ph.D.
Professor
General management and
communication
Luis Javier Sanz Ph.D.
Professor
Leadership
Roberto Mendoza M.A.E.
Senior Lecturer
Accounting and control
Felipe Pérez Ph.D.
Professor
Sustainable development and
entrepreneurship
Andrea Prado Ph.D.*
Assistant Professor
Organizational change and sustainability
In memory of our beloved
professor, mentor and friend,
Dr. Luis Javier Sanz
(1971 - 2015)
CAHI FACULTY
Local and International Health Experts
Juan Carlos Alvarez M.D.
Health Adviser
Office of the Prime Minister
Spain
Alcira Castillo M.Sc.
Former Director
School of Public Health
University of Costa Rica
Nathan Bertelsen M.D.
Assistant Professor
Department of Population Health
Medicine
New York University
Yuri Kogan Ph.D.
Independent Consultant
Project Management and Leadership
Skills
* CAHI Board Director
14
Álvaro Salas M.D.*
Former Executive President
Costa Rican Social Security
Paul Wise M.D.*
Behrman Professor of Child Health
and Society
School of Medicine
Stanford University
FINANCIAL REPORT 2014
Donations and Expenses
DONATIONS
$ 502,326
EXPENSES
$ 260,086
62%
Development Investments *
79,986
19
Administration *
77,618
19
625
0
$ 418,316
100%
CAHI Programs 2014
Other Expenses *
Total Expenses
Provision for growth - CAHI
Programs 2015
$ 84,010
* Development investments and administrative expenses are financed entirely by the Jeffe Foundation
A complete financial audit from Topel and Silver, Certified Public Accountants, is available on our website website: ca-hi.org
15
PARTNERS AND SPONSORS
Thanks to vital contributions from our
donors and sponsors, along with the
support of our strategic partners INCAE
Business School, New York University, and
Stanford University, we have been able
to build and strengthen sound programs
that focus on practical application while
simultaneously maintaining high academic
standards of instruction and research.
INCAE, the top international business
school in Latin America, is our base of
operations for CAHI training activities. In
addition to strong management expertise,
INCAE has a long history of forming
leaders in government, civil society, and
business, offering all CAHI participants
a comprehensive education adapted to
the realities of the developing world with
instruction from professors with extensive
experience.
16
Paul Wise M.D., Stanford Professor and
CAHI Board Director, delivering a lecture
on healthcare in politically unstable
countries
Jessica Chavarría, CAHI Fellow, and Nathan
Bertelsen M.D., NYU Professor, at Health
Innovation Fellowship Graduation
Sponsors
Robert A. and Elizabeth R. Jeffe Foundation
With the support of
President Carlos Pellas
With the support of
President Stanley Motta
Gary Goodenough
Academic Partners
BOARD OF DIRECTORS
Robert and Elizabeth
Jeffe
Founders
CAHI
Jeremy Bulow Ph.D.
Richard A. Stepp Professor
of Economics
Graduate School of Business
Stanford University
Arturo Condo Ph.D.
Former Rector
INCAE
Gary Goodenough
Retired Managing Director
Mackay Shields
Gilberto Guzmán
Chief Executive Officer
Hospital Metropolitano
Vivian Pellas
Peter Henry Ph.D.
Dean
Leonard N. Stern School
of Business
New York University
Álvaro Salas M.D.
Former Executive President
Costa Rican Department of
Social Security
Jesper Sorensen Ph.D.
Executive Director, SEED
Jeffe Professor of
Organizational Behavior
Graduate School of Business
Stanford University
Paul Wise M.D.
Behrman Professor of
Child Health and Society
School of Medicine
Stanford University
Anthony C. Wood
Foundation Executive
17
MANAGEMENT TEAM
Luis Figueroa Ph.D.
Chris Barry
Executive Director
Project Director
[email protected]
[email protected]
Andrea Prado Ph.D.
María Andrée Martínez
Academic Director
Administrative and Communication
Coordinator
[email protected]
18
[email protected]
PROJECTIONS FOR 2015
CAHI Fellows Edgar Noguera and Antón Zamora participating in a
ropes course activity to build leadership and teamwork skills
CAHI Health Innovation Fellows 2014
19
·
We will expand and strengthen CAHI’s programs to
improve the impact of our research and our Fellowships,
including the recently launched Healthcare Management
Program.
·
We aspire to expand our partnerships throughout Central
America, complementing the existing commitments of
support from Nicaragua and Panama.
·
We aim to forge new partnerships with individuals,
foundations and corporations in the United States to
catalyze CAHI’s growing impact in the region.
Your donation is an INVESTMENT.
Please support Our Mission!
For more information about CAHI and ways
to support our work, please contact us at:
[email protected]
or at +506 2437-2345 on the campus
of INCAE Business School in Costa Rica
www.ca-hi.org