ConnectingtheInformationDots

AWebinarSeriesforInternational

Not-For-ProfitOrganizations

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UpcomingWebinars– 2016

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Date/Time Topic

Tues,May 17 @11:30AM–12:45PMET DHIS2Self-Guided StudyforNGOs

Tues,June21@11:30AM–12:45PMET

ERPSystems:DoestheSoftwareReallyMatter?

Tues,Sept20@11:30AM–12:45PMET TaroWorks– MakingDataWorkForYou

WebinarRecording• We’llberecordingthewebinarsinourseries• We’llmaketheserecordingsavailabletothosewhoattendedthewebinarsfirst,andthentothegeneralpublic

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Questions• TypeyourquestionsintheQUESTIONS

boxofthecontrolpanel.We’llaskthepresenterstorespondtotimelyquestionsduringtheirpresentation.We’lladdresstherestofthequestionsattheendofwebinar.

• Bydefault,yourmicrophoneismuted.Becausewehavesomanyattendees,we’llkeepeveryonemutedthroughoutthewebinar.

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Today’sWebinarDHIS2Self-guidedStudyforNGOsPresentersDr.GillianKerr,President,LogicalOutcomesNicholas Santillo,OnlineLearningLead,LogicalOutcomesSaraGaudon,Executive Director,LogicalOutcomesPatrickGallagher, DirectorofMonitoring&Evaluation,Nascent Solutions

ModeratorsWilliam Lester,Executive Director,NPOKIIgalRabinovich,CEO,n-Village

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Let’sTakeaQuickPoll!• Wewanttolearnaboutyourorganization• Wewanttolearnaboutyourorganization’sadoptionofamonitoringandevaluationsystem

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MeetthePanelistsDr.GillianKerrQuickStartProjectLead

NicholasSantilloOnlineLearningLead

SaraGaudonQuickStartProjectManager

PatrickGallagherMonitoring&EvaluationDirector

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AgendaDHIS2Self-guidedStudyforNGOs1.Sinceourlastwebinar2.Whywedevelopedtheonlinecurriculum3.Implementationlessons4.Curriculumandnotebookoverview5.Demonstration:GIS&dashboards6.Questions

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Sinceourlastwebinar8monthsagowe…

• CompletedDHIS2QuickStarts&configurationcoachingfor3iNGOs,2inprogress

• DemonstratedthatbasicDHIS2systemscanbeimplementedinexpensivelyandquickly

• CreatedanonlinelearningnotebooktocoachNGOsthroughacompleteDHIS2setup

• ReleasedafewDHIS2toolsandtemplatesonGitHub• Aredevelopingametadataregistryforindicatorsthat

canbeexportedintoDHIS2

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WhywedevelopedDHIS2QuickStart1. Mostmonitoringandevaluation(M&E)implementationsgo

overbudget,overschedule,ordon’tdeliverwhattheypromised

2. It'shardtodefineyourrequirementswhenyoudon'tknowexactlywhatyouwant,orwhatthecosttrade-offsare

3. AllM&Esoftwarehasproblemsandnonewilldoexactlywhatyouwantittodo– andtheyareallchangingconstantlyanyway

4. Atsomepointyoujustneedtomakea‘goodenough’choiceandseehowfaryoucangowithit

5. Chooseasolutionthatwillbeabletodomostofwhatyouneed,andwillplaynicelywithothersolutionsifitcan'tdoeverything.

10http://xkcd.com/1425/

WhyDHIS2?

• Anopenplatform• Welltested underchallenging conditions overmanyyears• Usedinmanysectors,notjusthealth• Implemented bydozensofNGOs• Maintained byadedicated development teamcommitted totrainingandsupport

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Datacollection Analysis Sharing Reporting Warehousing

Whatourcurriculumcovers…

12http://dhis2.github.io/dhis2-

docs/2.21/en/implementer/html/ch01.html

Chapter 1. Recommendations for National HIS Implementations

1.1. Database development1.2. Import and mapping of existing databases1.3. Securing necessary resources for the implementation1.4. Integration of parallel systems1.5. Setup of a reliable online national server1.6. Pilot phase1.7. Roll out1.8. Training1.9. Decentralization of data capture and management1.10. Review and extension

LessonsfromDHIS2implementations

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Requirementsgathering

•Getthisrightbeforeproceedingtoconfiguration

•Planforstakeholder inputandapprovals

•Even‘minor’changescausedelayaftertheapprovalstage

Developmentroadmap

•Donottrytotacklemultipleprojectsatthebeginning

•UseMOSCOW*todeterminewhatyoursystem‘MustHave’asdefinedbythestakeholdersthatyoucan’tsaynoto

•Consider‘ShouldHave’and‘CouldHave’featuresinfuturephases

Relianceonstandardtemplates

•MostNGOshavesimilarneeds;theydon’thavetostartfromscratcheachtime

•TrainingcurriculumcanusetemplatesthatenableNGOstobuildandrevisetheirownimplementations

*MOSCOW–Musthave,Shouldhave,Couldhave,Won’thave.FromAgiledevelopmentpractice.

Definingyour‘musthaves’

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RequirementsQuestionnaire

• Organizationunitsandreportinglevels

• Dataelements,IndicatorsandDatasets

• UsersandUserRoles• Datainput• Dataanalysis• Dataoutput• Systemmanagement

andmaintenance

Configure

1. Organizationalhierarchy2. DataElements3. Datasetsanddataentry

forms4. Validationrules5. Indicators6. Reporttablesand

reports7. GIS(Maps)8. Chartsanddashboard

Describewhatyoualready

know

• Whatandwhy

• How• Whereand

when• Who

Approachtoonlinelearning

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• Templates• Videowalk-throughsandassignments• PracticeonaDHIS2instance

Self-guided

• Free• Flexible platform•Offlinecapability• CreativeCommonslicense

Openaccess

• Incorporatinglearnings fromourprojects

Continuousimprovement

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Onlineformat Desktopformat

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StructureofDHIS2curriculum

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Welcome toDHIS2

UsingOneNote

Collaboration Space• Templates• Documents•MeetingNotes

ContentLibrary• Lessons• Assignments

DHIS2Readings•UserManual• ImplementationGuide

CurriculumUnits1) PlanninganEffectiveM&ESystem2) OverviewofDHIS23) Foundation: "TheWhere"inDHIS2- OrgUnits4) Foundation: "TheWhat"inDHIS2- DataElements5) Foundation: "TheWhat"inDHIS2– Indicators6) Foundation: "TheWhen"inDHIS2- Datasets7) MaintainingDataQuality8) Disaggregate:EventCapture9) Disaggregate:TrackerCapture10) DataEntry11) AccessandUsability:UsersandCommunication12) Reporting:PivotTablesandCharts13) Reporting:GIS14) Reporting:Dashboards15) API,Apps,&Beyond

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3.Foundation:"TheWhere"inDHIS2- OrgUnitsLearningObjective: RepresentorganizationalstructureinDHIS2.OrganizeOrgUnits intoGroupsandGroupGetstosupportdataanalysisandreporting.

Background:Organizationsdeliverservices,andcollectdataontheirusageanddelivery,inspecificgeographicallocations.Thegeographicallocationwheredataiscollected,orassociatedwith,isrepresentedasOrganizationalUnits(oftenreferredtoas"OrgUnits")withinDHIS2.SomeexamplesofOrgUnits includeacommunityfacility,alibrarychapter,andanadministrativeunitsuchasahealthdistrictthatoverseesmanylocalfacilities.

OrganizationalUnitsarelocatedwithinlevelsofanadministrativehierarchy(sometimesknownasanorganizationaltree).Typical levelsofanationalorganizationare:national,province,district,andfacility.Allunitsofanorganizationshouldbeincludedinthe hierarchy.

Oftenwithinanorganization,therearemultiplehierarchytypes.WhilethemainhierarchytypeshouldbereflectedintheOrgUnit structure,alternativetypesofhierarchiescanbeconfiguredthroughcreatingandassigningOrgUnits toGroupsandGroupSets.Forinstance,onemightbeinterestedinanalyzingdatabythetypeofownership(whetherthefacilityispubliclyorprivatelyowned),orthesizeofthefacility(small, large).SuchanalysisisfacilitatedbyassigningfacilitiestoOrgUnitGroups(small,large),withinthesizeGroupSet.

Readinglinks:UserManual ImplementationGuide

Chapter3.Datadimensions (offline)Chapter4.ManagingOrgUnits(offline)

Chapter10.DesigningOrgUnit hierarchies(offline)

Learnin-depth:

Videolinks:Features&Datadimensions (10mins)OrganizationUnits (8mins)

Putknowledgetopractice:•StructuringOrgUnits•CreateOrgUnits inDHIS2

Assignments

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1.StructuringOrgUnits

Example:Creatingamapofservices

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Example:Creatingadashboard

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1. TolearnaboutDHIS2withoutabigupfrontinvestment2. Toassess requirements foraDHIS2implementationsbygetting

afeel forhowitworks3. Tounderstand thecomplexityofaDHIS2implementation and

toestimatecostsforfuturephases4. TotrainNGOstaffacross theorganization– wecancustomize it

forourorganizationandmakeitavailable todifferent groupsastheyneedexposure toDHIS2

Beawarethatittakesasignificanttimeinvestmenttogothroughthecurriculum,probablyequivalenttoa10dayDHIS2academy.Wetendtomeetforcoaching1-2timesweekly,over6-8weeks.

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HowcanyouusetheDHIS2curriculum?

Whatwe’reworkingon

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RefiningandimprovingtheQuickStartapproach

Moretoolsandtemplateson

GitHub

PlannedimprovementstoourDHIS2training

Metadataregistryforcommonlyusedindicators

Resourceshandout

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DHIS2CURRICULUM• Online/offlineaccessonGitHub• Tools&Templates:LogicalOutcomesGitHubwiki

BACKGROUND• Slidedeck:Amonitoringandevaluationplatformfornonprofits

• NPOKI– LogicalOutcomesWebinars• Part1:CustomizingDHIS2fornon-profits:It’snotjustaboutthesoftware• Part2:CustomizingDHIS2fornon-profits:TechnicalDeepDive

OTHERRESOURCES• UniversityofOsloDHIS2Academy• JointheDHIS2usergroup

Q&A

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ContactInformationDr.GillianKerrgillian@logicaloutcomes.net

NicholasSantillonicholas@logicaloutcomes.net

SaraGaudonsara@logicaloutcomes.net

Patrick GallagherPGallagher@nascents.org

Igal Rabinovichigal.rabinovich@n-village.com

BillLesterwlester@npoki.org

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ConnectingtheInformationDots

AWebinarSeriesforInternational

Not-For-ProfitOrganizations

29