How to Use this Toolkit

Module 1	Introduction	Unit 1 IIS Sustainability Toolkit Introduction
Module 2	Getting Started	Unit 1 How to Use this Toolkit
Module 3	Defining IIS Sustainability	Unit 1 What is IIS Sustainability and Why Does it Matter?
Module 4	Strategy 1: Diversifying Funding	Unit 1 Diversifying Funding Introduction	Unit 2 Approach A. Leveraging Medicaid Match	Unit 3 Approach B. Billing for IIS Data
Module 5	Strategy 2: Optimizing IIS Efficiency	Unit 1 Optimizing IIS Efficiency Introduction	Unit 2 Approach A. Increasing the Use of Shared Services	Unit 3 Approach B: Leveraging Shared Infrastructure	Unit 4 Approach C: Using Open Source Software	Unit 5 Approach D. Implementing Process Automation	Unit 6 Approach E: Modernizing IIS
Module 6	Success Stories from the Field	Unit 1 Success Stories Introduction	Unit 2 Using Medicaid Match to Diversify IIS Funding	Unit 3 Diversifying IIS Funding Through Health Plan Billing	Unit 4 Slowing the Curve to Manage Rising IIS Costs
Module 7	Additional Considerations	Unit 1 Additional Considerations
Module 8	Additional Resources Related to Sustainability	Unit 1 Additional Resources
Module 9	References	Unit 1 References
Module 10	Abbreviations and Acronyms	Unit 1 Abbreviations and Acronyms

How to use this toolkit

This toolkit is designed to guide STLT health agencies through practical strategies to strengthen and sustain their IIS.

While jurisdictions receive foundational support for their IIS and Immunization Program activities through the CDC Strengthening Vaccine-Preventable Disease Prevention and Response Cooperative Agreement, many IIS face increasing pressure on IIS sustainability due to rising technology costs, uncertain funding, workforce turnover, and the need to modernize aging systems.

You can start at the beginning of the toolkit and work through it sequentially, or begin with the section that best aligns with your immediate priorities, funding environment, and level of readiness. The toolkit is designed to be flexible and adaptable to different contexts.

Agencies are encouraged to review the definition of IIS sustainability, assess their current funding and operational landscape, and then identify and prioritize strategies to diversify funding and optimize efficiency. The examples included in this toolkit, such as leveraging Medicaid match, billing health plans and others for the use of IIS data, and optimizing technology and operational efficiency, are drawn from real-world experience and demonstrate practical, achievable approaches.

The “Success Stories from the Field” specifically highlight the challenges jurisdictions have encountered, the lessons they have learned, and how they have successfully applied these strategies. The toolkit provides structured tools, templates, and real-world examples to support planning, implementation, and monitoring of sustainability strategies, helping jurisdictions build and maintain a stable, efficient, and sustainable IIS.