27 - 28 Aug 2018 - Reporting Scoping Meeting (JSI, VR & Ona)

Time period: 2 days (Mon-Tue) 9AM - 5PM each day

Dates: 27 - 28 August

Location: VillageReach Office in Seattle, WA

Call In Information: Google Meet

Outcomes:

  • A documented understanding of:
    • eLMIS reporting solution
      • Database structure (why it was structured this way)
    • Core functional requirements for v3 reporting
    • User profiles
      • Job function
      • Pertinent indicators
      • Data access
    • Indicator specifications
      • Definitions
      • Summary Levels
      • Distribution methods (Superset, iFrame, extract)
      • Visualizations
      • Consumers
    • Limitations of our current reporting stack & necessary enhancements
      • Role-based access
      • Drilldowns
      • Exports
      • Benchmarks / targets / highlighting
    • Lessons learned from in-country implementations

Attendees:

  • Ashraf (knowledgeable of reporting needs in both TZ and Zambia)
  • Clay
  • Craig
  • Josh
  • Muhammad (Remote) (expertise in report definitions for both TZ and Zambia)
  • Wendy (expertise in Zambia reporting and data for management needs)

Optional/Partial Attendees:

  • Brandon
  • Mary Jo
  • Wes
  • Christine (expertise in Malawi reporting needs)
  • Vidya (expertise in vaccine data for management and reports)

Day 1 Agenda

Session

Topics

Attendees

Duration

Intro & Level Setting

  • Introductions
  • Set ground rules
  • Level set with all participants reviewing the purpose of the meeting and expected outcomes

Clay and Craig Leading

1 hour

Overview of Requirements

  • Current state of reporting
  • Project plan
  • Overview of the current source material that has been reviewed
  • Share trends that we have identified

Clay Presenting

Muhammad Ahmed (Unlicensed)

2 hour

Lunch



1 hour

Group Discussion User Profiling

Session Output:

  • Wiki page created with defined user profile outline to be completed after the meeting.

Clay Crosby (Unlicensed)

Craig Appl (Unlicensed)

Ashraf

Muhammad Ahmed (Unlicensed)

Mary Jo Kochendorfer (Deactivated)

@Wendy

Christine Lenihan (Malawi experience)

1 hour

Zambia and Tanzania Lessons Learned

  • How is this different that what was just presented?
  • What are the pain points?
  • Critical success factors
  • Describe core users and journeys
  • Reporting needs that differ
  • Reporting gaps

Session Output:

  • Notes from meeting

Clay and Craig Moderating

1 hour

Group Discussion of Cross Cutting Functional Requirements based on eLMIS experience

  • Moderated group discussion determining cross-cutting functional requirements:
    • Role Based Access Controls
    • Data Restrictions
    • Exports/Printing
    • Embedding Reports
    • Others

Session Output:

  • High level list of cross-cutting features
  • For each feature, a link to existing functionality in eLMIS for further research
  • Notes documenting each feature based on discussion

Clay and Craig Moderating

1 hour

Gap Brainstorming

  • What was not possible in eLMIS reporting and what could now be possible?
  • Operational gaps
    • New indicators?
  • Technical gaps
    • Visualization
    • Distribution
    • Feedback loop

Session Output:

  • Wiki page created with team notes

Clay and Craig Moderating

Muhammad Ahmed (Unlicensed)

1 hour

Review

Recap of the day

Clay and Craig Moderating

0.5 hours

Day 2 Agenda

Session

Topics

Attendees

Duration

Recap of Previous Day and Level Setting


Clay and Craig Moderating

0.5 hour

Technical Report Analysis

Report-by-report review (12 reports total)

  • Purpose of report
  • Indicators in report
    • Data elements
  • Visualization style
  • Distribution method
    • Who, where / how
  • Is the report actionable for the user? Under what conditions, and how?

Session Output:

  • Each wiki page has been updated
  • New wiki pages created as needed streamlining reporting needs

Clay and Craig Moderating

Muhammad Ahmed (Unlicensed)

2.5 hours

Lunch



1 hour

Malawi, Mozambique Lessons Learned

  • Review of implementation
  • Reporting needs
  • Reporting gaps
  • Successes
  • Pain points

Session Output:

  • Session Notes

Ashraf, Muhammad Ahmed (Unlicensed) (Optional), Christine


1 hour

Indicator Review

Detailed review of indicators from multiple sources.

  • Which prescriptive indicators should we consider beyond the 12 reports?

Clay Moderating

Muhammad Ahmed (Unlicensed)

1 hour

Gap Brainstorming

  • What was not possible in eLMIS reporting and what could now be possible?
  • Operational gaps
    • New indicators?
  • Technical gaps
    • Visualization
    • Distribution
    • Feedback loop

Session Output:

  • Wiki page created with team notes

Clay and Craig Moderating

Muhammad Ahmed (Unlicensed)

1 hour

Wrap up

  • Review findings
  • Plan next steps

Clay and Craig Moderating

1 hour

Attachments

Team Photo 

Not everyone made it into this photo. Josh ZamorClay Crosby (Unlicensed)Craig Appl (Unlicensed)Ashraf, and Wesley Brown.

Photo Credit: Mary Jo Kochendorfer (Deactivated)