Phase 2: Planning
Implementation planning,
setting objectives, roles & responsibilities.
You’re ready to start planning the implementation of CPIMS+!
Steps within Phase 2: Planning and Phase 3: Implementation are both guided by 1 key document, the Implementation Plan. The following steps will guide you in developing this document, will be 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. Some sections of the Implementation Plan will include references to steps you have completed in Phase 1 (such as the ISP), and you will begin utilizing those documents from this point on.
STEP 1: Determine the system users, roles, features, functionality and customization needs.
Outcome:
CPIMS+ implementation team agrees and documents the requirements needed in the system. User set up is aligned to the ISP. This step is required to begin the implementation.
Templates for this step:
Requirements templates for lookups, roles, user groups, user mapping, agencies, services, forms for referral, locations
STEP 2: Determine your training and knowledge sharing approach and plan.
Outcome:
CPIMS+ team determines a user acceptance training and end-user training for implementation and go-live. This step is required to begin the implementation.
Templates for this step:
STEP 3: Data Analysis and Monitoring to Improve Programming.
The CPIMS+ team is currently building key performance indicators (KPIs) which you will be able to get top line data from. It is key however to decide on the inter-agency aggregate data point as well as data within your own agency which will inform programming. Create a narrative with timeframe, caveats and pivot tables.
Ensure fixed agency and interagency meetings to come together to discuss:
Outcome:
There is agreement on data analysis which can inform programming. This step is required to begin the implementation.
Templates for this step:
No templates
STEP 4: Review the Technology Deployment Approach.
Outcome:
If Primero/CPIMS+ is hosted by UNICEF, then you understand the deployment process. If Primero/CPIMS+ is hosted by a partner or locally then visit the Primero Support Hub to understand the deployment process. This step is required to begin the implementation.
Templates in this step:
STEP 5: Purchase a Primero/CPIMS+ subscription (optional).
Running Primero requires dedicated support. If your organization has the skills and resources necessary to deploy, host and manage a web application, 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.
Additional Services Available:
1) Translations
In order to translate the CPIMS+ into other languages, you will be required to get volunteers to help translate the forms in the system. Currently the system is available in English, Arabic, French, Kurdish, Bengali, Spanish, Khmer, Thai and Pashto. The Primero Deployment Specialist supporting the implementation will add the volunteers to Transifex, where translations will be completed. Once translations are complete, the software development vendor will upload the translations into CPIMS+. The translations would be reviewed and verified by the in-country team prior to go-live.
2) Data migration
In order to ensure that data is safely and securely transferred from databases/alternative systems or from version to version, the Primero team works with in-country partners to design and implement safe and secure transfer of existing and future case records by:
Review the Data Cleaning & Data Migration guidance to prepare for migrating data from legacy systems. Data cleaning must be completed to be able to proceed with migration.
Outcome:
Primero/CPIMS+ Subscription is purchased with the appropriate services needed (translation or data migration). This step is required to begin the implementation.
Templates in this step:
You are ready to start the implementation of CPIMS+!