• Phase 2: Planning

    Implementation planning,

    setting objectives, roles & responsibilities.

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  • You’re ready to start planning the implementation of CPIMS+!


    The Rollout Guidelines are documented within the workplan and Implementation Plan. The following steps will guide you in updating the Implementation Plan which acts as the accountability framework and blueprint which partners are asked to endorse. This document can be contextualized and should be considered a “living document” after the endorsements. Any further changes should come from a discussion and with the approval of the key stakeholders.

    STEP 1: Define objectives


    Define and document the objectives and scope of the implementation in the Implementation Plan. Who are you trying to help? What do they need? Why do they need it? Consider the reasons why needs are not currently being met and how the IMS might address these challenges. This is key to ensuring the implementation is fit for purpose. Start small. For example, you may begin to focus on family tracing and reunification and incrementally add additional case loads. Clarity on the objectives ensure better planning.

    STEP 2: Purchase a Primero/CPIMS+ subscription and additinonal services (as needed).


    Running Primero requires dedicated support. If your organization has the skills and resources necessary to deploy, host and manage a web application and the infrastructure, you can access Primero source code, documentation and community free of charge.


    If your organization requires support, Primero subscriptions offer a variety of service packages that ensure you are supported throughout the implementation and once the system is live. Refer to Pricing for costs and additional services available.


    If data migration from other IMS systems is needed, this will be coordinated by the Primero team once the configuration is done after Phase 3 Step 2.

    STEP 3: Determine your training and knowledge sharing approach and plan.


    Case workers and managers should first be trained in case management prior to the IMS. The Interagency CPIMS+ Training Package developed by IRC can be used to support case worker and manager training.


    Each Primero implementation comes with a demo site which can be used for training. Training sessions will require participants to use laptops, tablets or mobile devices on preferably a Chrome browser. Training should occur prior to go-live and on a recurring basis for all users to refresh their skills. Training sessions will be initially coordinated by the Primero Team or CPIMS Steering Committee, thereafter those trained will proceed to train in their sites/regions. The sessions for users (case workers and case supervisors) include, but are not limited to: how to access Primero, log in, change their password, add and edit records and use the case management features.


    System Administrators will have specific training on configuration: setting up roles, users, editing forms and how to troubleshoot when a user has an issue. This training will be conducted by the Primero Team or CPIMS Steering Committee.


    Visit the Primero Support Hub where we host a knowledge base with user manuals and “how-to” documentation on deployment, administration, and on various functions of the application. All documentation is in electronic format for ease of distribution. Visit the Alliance for Child Protection in Humanitarian Action's: Child Protection Case Management Training Package for Caseworkers in Humanitarian Settings for facilitation material. Any additional resources can be developed in-country based on your needs.

    STEP 4: Data analysis and monitoring to improve programming.


    Decide on the aggregate data points as well as data within your own agency which will inform programming. Create a narrative with timeframe, caveats and pivot tables. What does this data mean? What could the data possibly be telling us about our (program, services, outreach, trend analysis etc.)? What doesn’t it tell us? How does this data compare to last month, last year? How is this quarter different from last quarter? How can this information be used? For our program design? For our prevention programming? For our information dissemination/awareness raising? For our advocacy efforts? What precautions do we need to consider before sharing the data externally? The CPIMS+ has built-in reports and KPIs to support monitoring and evaluation.


    The Primero Data Challenge is an initiative of the Primero Global Team in response to demand from our community which consists of a series of virtual meetings, each with a specific scope or theme related to data usage. The series is intended to be progressive and participatory where teams share their experience of how they have used Primero data in a safe and secure way to improve programming.