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This section covers a step-by-step process with resources for project managers and other leaders to plan and execute a CommCare project.


A CommCare project involves much more than just phones and apps.  The resources in this section are intended to help a project manager or other project leadership through the process of planning and executing a CommCare deployment.

The Process

  1. PLAN your project
    1. Project Needs Assessment
    2. Project Kickoff Checklist
    3. Implementation Planning and Project Roles
    4. Budgeting
    5. Technology- Phones, Network, Power
    6. Mobile User Management - Contracts
  2. DESIGN and BUILD your application
    1. Application Building
    2. Developing Application Content
  3. TEST your application
    1. Field testing and iteration
    2. Demonstrate and test your application on a computer
    3. Install your application
  4. TRAIN your staff and workers
    1. Training models
    2. Training techniques/strategies/tips
    3. Training resources
      1. Training manuals
      2. User surveys
      3. Training schedules
  5. MANAGE your project
    1. Update applications
    2. Managing Data - Transferring cases between mobile users
    3. Getting technical help - Troubleshooting
  6. MANAGE linked project spaces   
    1. Multi-Environment Release Management

General Reference

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