Tools & Templates

Below are links to tools and templates developed by specific surveillance programs that may be adapted for use by other programs. They include data sharing agreements, evaluation templates, survey questionnaires, slide sets, software, forms, and toolkits.

Click on the plus ( + ) sign to expand the list of documents for the topic areas under the following tools and templates:



Data Sharing Agreements

Examples of program templates for data sharing agreements.

Evaluation Templates

Examples of evaluation guides, plans, worksheets, and checklists, and program logic models.

  • Developing and Using a Logic Model
    Clarify approaches to and methods for evaluation, provide examples specific to the scope and purpose of the state chronic disease programs, and recommend resources for additional reading. Although examples provided in the guides are specific to HDSP programs, the information might also prove valuable to other state health department programs, especially chronic disease programs.

Survey Questionnaires

Examples of CDC surveys and questionnaires.

  • National Health and Nutrition Examination Survey (NHANES)

    A program of studies designed to assess the health and nutritional status of adults and children in the United States. The NHANES interview includes demographic, socioeconomic, dietary, and health-related questions. The examination component consists of medical, dental, and physiological measurements, as well as laboratory tests administered by highly trained medical personnel.


Examples of CDC computer-based programs and applications for surveillance activities.

  • CDC EZ-Text
    Software program developed to assist researchers create, manage, and analyze semi-structured qualitative databases.
  • Epi Info
    Suite of lightweight software tools, delivers core ad-hoc epidemiologic functionality without the complexity or expense of large, enterprise applications. Includes easy form and database construction, data entry, and analysis with epidemiologic statistics, maps, and graphs.

  • SPIDER Database Software

    Software that is capable of collecting, managing, and reporting in a standardized fashion all pertinent information needed by NIOSH and US EPA to conduct surveillance on acute pesticide-related illness.

Surveillance Forms

Examples of data collection forms and checklists.

  • CDC Shelter Assessment Tool

    Assessment form assists environmental health practitioners in conducting a rapid assessment of shelter conditions during emergencies and disasters. It covers 14 general areas of environmental health, ranging from basic food safety and water quality to pet wellness, and allows for the documentation of immediate needs in shelters. Can be easily modified to meet local needs.

  • Public Health Assessment and Surveillance after a Disaster — Mortality and morbidity surveillance forms

    Host of mortality and morbidity surveillance forms (e.g., Disaster-Related Mortality Surveillance Form, Disaster-Related Mortality Surveillance Instruction Form; Natural Disaster Morbidity Surveillance Individual Form Natural Disaster Morbidity Surveillance Line List Natural Disaster Morbidity Surveillance Tally Sheet Natural Disaster Morbidity Surveillance Summary Report Form). These forms are not meant to replace normal patient triage and record keeping or routine surveillance reporting mechanisms.

  • Pesticide-related Illness and Injury Surveillancepdf icon
    A How-To Guide for State-Based Programs, including a Field Investigation Contact Form and Health Safety Checklist for Field Personnel, a Main Pesticide Exposure Questionnaire, a Pesticide Case Tracking Checklist and Contact Log, and a Pesticide Illness and Injury Surveillance Data Collection Form



Examples of CDC toolkits, which are a collection of information, resources, tools, and advice for a specific subject area or activity.

  • Injury Surveillance Training Manual (Instructor Guide and Participant Guide)pdf icon
    Steps needed to establish and maintain an injury surveillance system; provides information on designing and monitoring prevention activities; and offers guidance for making informed decisions about injury prevention. Designed primarily for professionals who develop or operate surveillance systems and conduct prevention activities in less-resourced countries.

Page last reviewed: November 27, 2019