Chapter 2: Planning Activities and Tools


Once identifying the purpose of the surveillance programme, it’s time to define how the programme will work and who will be involved. For strong collaborations with programme stakeholders, communicate clearly how the programme will work, what activities are needed, and how the outcomes are going to be achieved. Logic models, which graphically represent these aspects of a programme, can be used to plan and evaluate a surveillance programme.

Chapter 2 provides:
  • The value of logic models and a sample logic model for a surveillance programme
  • The importance of partner engagement and example potential partners
  • Considerations for mandatory versus voluntary reporting
  • Privacy and confidentiality issues related to protecting patient data
  • Guidance on communicating information about a congenital anomaly diagnosis to parents.


Many steps are required before conducting surveillance and collecting data. A logic model can be developed to help plan how a programme will be funded and staffed, identify activities and specify short- and- long-term outputs of the surveillance. The planning process would include identifying the existing rules and regulations pertaining to privacy and confidentiality issues surrounding data collection and reporting, and having a protocol in place that addresses handling of privacy and confidentiality.