2026 IIS Leadership Workshop: Resources

This list of resources is intended to serve as a companion to the Immunization Information System (IIS) Leadership Workshop, conducted at The Task Force for Global Health (TFGH) in June 2026, in association with CDC and AIRA. The following resources supplement the resources provided to workshop participants.

Please click on each module name below to expand the module and view associated resources.

GENERAL WORKSHOP MATERIALS

DAY 1: ROLE OF AN IIS LEADER

Role of an IIS Leader: slides download

Additional resources

IIS Core Competency Model (PHII): defines 11 core competencies for the IIS team.
Sample IIS Staffing Model (PHII): helps visualize coverage for key IIS staff roles and gaps.
IIS Workforce Classifications (PHII): guides identification of staffing needs and helps with recruitment.
Staff Allocation Matrix (PHII): helps assess current and planned staff allocations and capacity.
IIS Staff Roles Matrix (PHII): helps identify staffing responsibilities for key IIS roles.
AIRA Aggregate Analysis Reporting Tool (AART) (AIRA): provides information on IIS community-driven measures and tests related to IIS
Functional Standards.
CDC Functional Standards and Operational Statements (CDC): describes the operations, data quality and technology needed by IIS to support immunization programs and partners.
DMI for IIS One-pager Guide (PHII): provides steps for IIS staff to learn more about the Data Modernization Initiative.

DAY 1: COMMUNICATION

Communication: slides download

Additional resources

IIS Operations Toolkit (PHII): includes tools and resources that can be used to inform and complement your communications plan. Some key resources are highlighted below (please note that clicking the link will launch a file download):

DAY 1: CDC AND THE IIS COMMUNITY

CDC and the IIS Community: slides download

DAY 1: LAWS, POLICIES AND PROCEDURES

Laws, Policies and Procedures: slides download

Additional resources

Awardee Sharepoint Site Policy Document Folder (CDC, available via the CDC SharePoint site): includes the following key resources:
- Association of Public Health Labs (APHL) Data Use Agreement (DUA)
- Interjurisdictional Memorandum of Understanding (MOU)
- Share Task Order, Appendix A of APHL DUA
- IIS-CDC Task Order, Appendix B of APHL DUA
- IZ Gateway Multi-Jurisdiction Vaccine Provider Jurisdiction Data Exchange Agreement (PJA)
- CDC COVID-19 DUA (current)
- CDC Routine and Seasonal Flu Immunization DUA
- Business Associate Agreement (BAA)
AIRA Confidentiality and Privacy Considerations for IIS (AIRA): assists IIS as they develop policies and procedures to meet legal requirements for protecting the privacy of individuals and the confidentiality of information in IIS.
Public Health Interjurisdictional IIS MOU Template (AIRA): provides a fillable form for a MOU for secure electronic exchange of immunization information among governmental entities that operate a population-based IIS.
Clinical Decision Support One-Sheet (AIRA): highlights key functions, benefits and emerging considerations for maintaining clear and consistent vaccine guidance as schedules and policies evolve.
Immunization Program Policy Toolkit (AIRA): designed to equip members of the Association of Immunization Managers (AIM) and their staff with the tools and information necessary to appropriately and effectively engage with elected officials.
SOP Tracking Tool and Template (PHII): supports documentation on business processes.

DAY 1: STRATEGIC SUSTAINABILITY AND IIS BUDGET

Strategic Sustainability and IIS Budget: slides download

DAY 2: DATA QUALITY I

Data Quality I: slides download

Additional resources

CDC IIS Data Quality Blueprint (CDC): provides guidance to address and advance IIS data quality characteristics.
Data Validation Guide for the IIS Onboarding Process (AIRA): provides recommendations on the data validation process within onboarding.
IIS Data Quality Practices: Monitoring and Evaluating Data Submissions (AIRA): focuses on the ongoing data monitoring and evaluation process for incoming data submissions.
IIS Data Quality Practices: To Monitor and Evaluate Data at Rest (AIRA): provides practical guidance on techniques, methodologies and processes for IIS to use in assessing the quality of data at rest.
Data Quality Assurance in Immunization Information Systems (AIRA): provides best practice recommendations that support and sustain high-quality data in IIS.
AIRA Aggregate Analysis Reporting Tool (AART) (AIRA): an application developed to visualize and compile results and information on community-driven measures and tests related to IIS Functional Standards.
Onboarding Consensus-Based Recommendations (AIRA): provides guidance to promote best practices for provider onboarding to IIS.

DAY 2: AIRA OVERVIEW

AIRA Overview: slides download

Additional resources

AIRA Resource Repository (AIRA): curates key IIS resources (previous webinar slides, meeting presentations, articles) on the AIRA website.
AIRA Events Calendar (AIRA): details upcoming events and activities across the IIS community.
AIRA Aggregate Analysis Reporting Tool (AART) (AIRA): an application developed to visualize and compile results and information on community-driven measures and tests related to IIS Functional Standards.
Technical Assistance Request Form (AIRA): provides an online form for submitting requests for technical assistance for any IIS-related topics.

DAY 2: DATA QUALITY II

Data Quality II: slides download

DAY 2: EFFECTIVE IIS DATA USE

Effective IIS Data Use: slides download

Additional resources

CDC Core Data Elements for IIS Functional Standards v4.1 (CDC): lists CDC-endorsed data elements.
CDC IIS HL7 v2.5.1 Implementation Guide (IG) and Addendum (CDC): serves as a guide for EHR vendors, immunization providers and other partners to implement standards-based data exchange with an IIS.
AIRA Onboarding Guidance and Shared Services (AIRA): supports awardee jurisdictions with onboarding providers to their local IIS.
AIRA Aggregate Analysis Reporting Tool (AART) (AIRA): an application developed to visualize and compile results and information on community-driven measures and tests related to IIS Functional Standards.

DAY 2: PHII OVERVIEW

PHII Overview: slides download

Additional resources

IIS Learning Hub (PHII): serves as the one-stop shop for all PHII IIS resources.
PHII Informatics Academy LMS Portal (PHII): provides access to PHII’s full catalog of free eLearning courses on IIS and other public health topics.
IIS Workforce Classifications (PHII): includes 12 IIS-specific job descriptions.
IIS Operations Tools (PHII): includes tools and resources to guide daily IIS operations.
IIS Procurement Toolkit (PHII): provides guidance on navigating procurement of IT services.
IIS Migration Toolkit (PHII): provides tools to help successfully migrate to a new IIS platform.
IIS Baseline Requirements Traceability Matrix (RTM) (PHII): provides guidance on drafting baseline functional and non-functional requirements for an IIS to clarify minimum expectations for what IIS technology must do and how it must operate to support IIS Functional Standards and programmatic and immunization partner needs.

DAY 3: CHANGE MANAGEMENT, PROJECT MANAGEMENT AND THE SYSTEMS DEVELOPMENT LIFE CYCLE

Change Management, Project Management and the Systems Development Life Cycle: slides download

Additional resources

Change Management Tools (PHII): provides guidance on change management activities that assist internal staff and external partners through transition.
Project Management Framework (PHII): offers guidance to initiate, plan, execute, monitor and control, and close an IIS project.
IIS Functional Model (PHII): provides a framework and terminology for conveying and communicating the core functions, capabilities and attributes of an IIS.
IIS Baseline Requirements Traceability Matrix (RTM) (PHII): provides guidance on drafting baseline functional and non-functional requirements for an IIS to clarify minimum expectations for what IIS technology must do and how it must operate to support IIS Functional Standards and programmatic and immunization partner needs.
RAID Log (PHII): outlines Risks (R), Actions (A), Issues (I) and Decisions (D) identified and tracked throughout a project and offers a convenient means of distributing it to project team members and stakeholders; reviews and edits to the RAID log contents are commonly facilitated by the project manager during weekly project team meetings.
Data Modernization Initiative (DMI) Planning Toolkit (PHII): includes a newly added “IIS Modernization” section with insights from the IIS community about current modernization work, what successful collaboration looks like, challenges IIS programs face in their modernization efforts, and resource needs specific to IIS programs.
IIS Project Governance Worksheet (PHII): defines roles among the project team to help identify who is ultimately responsible for managing specific project tasks and establishes a common set of expectations around project accountabilities.

DAY 3: ASSESSMENT, PLANNING AND PRIORITIZATION

Assessment, Planning and Prioritization: slides download

Additional resources

CDC Data Quality Reports (CDC): provides guidance to address and advance IIS data quality characteristics.
AIRA Aggregate Analysis Reporting Tool (AART) (AIRA): an application developed to visualize and compile results and information on community-driven measures and tests related to IIS Functional Standards.
IIS Functional Model (PHII): provides a framework and terminology for conveying and communicating the core functions, capabilities and attributes of an IIS.
IIS Learning Hub (PHII): serves as the one-stop shop for all PHII IIS resources.
IIS Project Governance Worksheet (PHII): defines roles among the project team to help identify who is ultimately responsible for managing specific project tasks and establishes a common set of expectations around project accountabilities.
IIS Staff Roles Matrix (PHII): helps identify staffing responsibilities for key IIS roles.