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
• Industry indicators
• 13 Gap reports
• Ashraf’s presentation (eLMIS source reports)
• Share trends that we have identified

Clay Presenting

Muhammad Ahmed (Unlicensed)

2 hour

Lunch

Group Discussion User Profiling

• Define different users and needs
• Job function
• What do they look at?
• How?
• How often?
• Self-service?
• Using this as starting point: https://openlmis.atlassian.net/wiki/spaces/OP/pages/112138662/Reporting+and+Analytics

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

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