Module 1 Pre-Initiation
Unit 1
Unit 2
Module 2 Project management
Unit 1
Unit 2
Unit 3
Unit 4
Unit 5
Module 3 Change management
Unit 1
Module 4 Staffing
Unit 1
Unit 2
Module 5 Business process analysis
Unit 1
Unit 2
Module 6 Requirements
Unit 1
Unit 2
Module 7 Data cleansing and migration
Unit 1
Module 8 Testing
Unit 1
Module 9 Training
Unit 1
Module 10 All toolkit downloads
Unit 1

Capturing and documenting requirements is a key step to determining core functionality of a new information system that meets program needs. These resources will help you document and validate requirements based on program needs to provide a key input in the procurement process.

Requirements tool downloads

Document system differences to inform comparison

Identifying potential gaps between reports currently used by an IIS/immunization program and those available in another system can help identify action needed; these gaps should be reviewed with your solution vendor to determine next steps. This tool is provided as a starting point to be leveraged and modified as needed to suit a jurisdiction’s needs.

IIS Report Inventory Comparison Matrix


Understand baseline IIS requirements

This brief report offers an introduction to IIS baseline requirements and an overview of how programs can leverage the accompanying requirements artifacts below to better understand their own needs and requirements.

IIS Baseline Requirements Project Introduction


Develop and track baseline IIS requirements

Capture project requirements and provide traceability throughout the project lifecycle.

Requirements Traceability Matrix


Explore core functions, capabilities and attributes of IIS

The IIS Functional Model presents a common framework and terminology for conveying and communicating the core functions, capabilities and attributes of a fully functioning IIS.

Functional Model (simplified one-sheet) 

Functional Model (detailed)


Assess IIS features against the Functional Model

Programs can use this interactive workbook to 1) help assess and identify possible enhancements to their IIS, and 2) to help prioritize enhancements leveraging the prioritization criteria and six-sigma scoring framework included within the workbook.

IIS Functional Model Assessment Workbook (detailed)

IIS Functional Model Assessment Workbook (simplified workbook)

Have you completed this unit? Then mark this unit as completed.