Centers for Disease Control and Prevention

Success Framework for Adult Immunization Partner 

Networks 

Action Plan

Immunization Services Division

Interactive!
Introduction

This document contains an action plan worksheet and summary worksheet that awardees can choose to complete when using the 

Success Framework for Adult Immunization Partner Networks. These optional materials can help awardees review each key 

question, identify areas for improvement, and track progress on recommended actions.

Success Framework For Adult 

Immunization Partner Networks

The Success Framework for Adult Immunization 

Partner Networks (success framework) supports 

awardees in reflecting on adult immunization 

partner networks’ current strengths and areas for 

growth or improvement. 

Organized around the four phases of the 

partnership management lifecycle, the framework 

guides awardees through a series of key questions

and recommended actions to strengthen and 

sustain partner networks.

2
Instructions

Awardees can fill out these optional materials in coordination with partners to determine current progress, explore actions to 

address gaps or areas for improvement, and reflect on steps you will take to begin addressing gaps within your partner network. 

1

Action Plan Worksheet

Review the recommended 

actions for each question and 

consider:

• How can your jurisdiction

achieve these steps?

• What has your jurisdiction

done to make progress on

these steps?

Go to page 4 for the Action Plan Worksheet.

2

Next Steps Summary

After reviewing the 

recommended actions, complete 

the summary sheet to 

document:

• Gap(s) your jurisdiction has

selected to address

• Specific next steps you and/or

partners will take to address

the gap

Go to page 17 for the Summary sheet.

3
Success Framework Action Plan

Use the following slides to track implementation of recommended actions for at least one gap you 

have chosen to address 
A. Define Goals and Priorities Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

A1. Do you have a defined vision 

to guide your partner 

network’s goals, objectives, 

performance indicators, and 

activities?

Define Vision

• Determine whether your immunization program

has an existing vision that can guide the partner

network.

• Convene partners or community health/health

equity experts to co-create or update the vision,

as needed.

Promote Collective Understanding of Vision

• Make the vision publicly available and share the

vision with partners to gain buy-in.

Adapt Vision

• Routinely assess and update the vision as the

partner network and the adult immunization

landscape evolves.

5

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
A. Define Goals and Priorities Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

A2. Do you obtain input from an 

advisory group to inform 

partner network goals, 

objectives, performance 

indicators and activities?

Consult Advisory Group

• Form and/or participate in an existing advisory

group.

• Consult with the advisory group (either formal or

informal) on developing a partner network

strategy, including goals, objectives, and activities.

Coordinate with Advisory Group

• Coordinate the expanded reach of the advisory

group to facilitate diverse representation from the

community, public health experts, and new and

nontraditional partner organizations.

• Review partner network progress on goals,

objectives, performance indicators, and activities

as a routine part of advisory group meetings.

Sustain Advisory Group Collaboration

• Routinely review membership and engage new

internal and external representation.

• Collaborate with the advisory group to adapt goals,

objectives, performance indicators, and activities

based on partner network progress and emerging

evidence.

6

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
A. Define Goals and Priorities Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

A3. Do you use data to guide 

partner network goals, 

objectives, performance 

indicators, and activities?

Gain Understanding

• Review available surveillance and other populationlevel data to guide goal, objective, performance

indicator, and activity development

• Identify the decisions and actions partners can make

with available data and types of data each partner can

contribute.

Refine Understanding

• Fill gaps in data needed to further target objectives

and activities for making progress toward goals by 1)

identifying regional, local, or other demographic

data,

2) conducting a Rapid Community Assessment, and/or

3) consulting evidence base of interventions.

Develop and/or Expand Evidence Base

• Collaborate with partners to more broadly study

interventions for improving adult vaccination

coverage and health equity to develop and/or

expand the existing evidence base.

7

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
A. Define Goals and Priorities Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

A4. Do you collaborate with the 

partner network to refine 

goals, objectives, 

performance indicators, and 

activities?

Promote Awareness Across Partners

• Share identified goals, objectives, performance

indicators, and activities with partner network to

promote transparency.

Gather Partner Input

• Obtain input from the partner network on barriers

to vaccine uptake and health equity.

• Use insights to refine goals, objectives,

performance indicators, and activities and share

them with partners.

Collaborate with Partners 

• Establish opportunities for partners in your

network to contribute to the ongoing review and

refinement of goals, objectives, performance

indicators, and activities to promote engagement.

8

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
B. Expand Organizational Capacity Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

B1. Do you have the necessary 

types of staff to manage the 

partner network to achieve 

identified goals?

Determine Staffing Needs

• Determine the types and number of staff needed

to manage and sustain partner network.

• Assign roles and responsibilities in partner

management to program staff (e.g., adult

immunization coordinator, health equity officer)

based on identified needs.

Enhance Staffing Support

• Conduct internal program assessment to

determine gaps in capacity (e.g., skills and 

competencies).

• Enhance inter-departmental coordination to

leverage additional existing staff to expand 

capacity.

• Evaluate for partnership management skills and

competencies when recruiting and hiring new

staff.

Cultivate Staff Capabilities

• Provide ongoing education and training to staff to

enhance their ability to manage the partner

network and adapt activities over time.

9

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
B. Expand Organizational Capacity Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

B2. Do you have the right 

partners in your network to 

implement activities and 

achieve the defined goal?

Map the Partner Landscape

• Determine criteria for partnership representation

(e.g., geographic mix, social determinants of

health, demographic, DAAP groups, etc.).

• Review partners currently engaged in adult

immunization efforts, including their roles,

populations served, capabilities, and capacity to

carry out activities.

• Map partners to goals and activities defined in

Phase A and identified gaps.

Address Gaps in Partner Network

• Identify and engage partners to fill gaps in the

partner network, including those that receive

funding through sources beyond your jurisdiction.

Consult CDC’s Partnering for Vaccine Equity

Partner Map for other funded partners in your

jurisdiction, as well as other resources below.

Expand Partner Network 

• Routinely assess partner network and engage new

and nontraditional partners that can aid in

increasing equitable outcomes as goals, objectives,

and activities evolve.

10

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
B. Expand Organizational Capacity Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

B3. Do you have secured funding 

and other resources to 

support the partner network 

in carrying out identified 

activities, as needed?

Understand Funding Landscape

• Assess 1) what existing activities could accomplish

identified goals and 2) what new activities your 

jurisdiction could integrate into programming with

existing funding. Consider other programs (e.g.,

MCH, Aging, Chronic) and funding (e.g., CDC, HRSA,

HHS).

• Identify funding and/or other resources (e.g., staff

time) available to partners to fill gaps needed to

carry out identified activities.

Coordinate Partner Funding and Resources

• Develop a plan for leveraging funding and/or 

other resources across the partner network to

support shared goals, objectives, and activities.

Assess and Sustain Funding and Resources

• Determine additional funding opportunities from

federal, state, and nongovernmental sources that

you can use to sustain partnership activities

including industry sources (pharmaceutical,

insurance, health systems).

• Develop measures for assessing outcomes and

impact of coordinated funding and resources, as

needed.

11

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
C. Advance Activity Implementation Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

C1. Do you have a defined 

approach to managing and 

coordinating partners’ 

activities? 

Define Responsibilities and Processes

• Document roles, responsibilities, and key

activities for partners in the partner network,

building on B2 Recommended Actions.

• Establish legal agreements with formal partners

(e.g., MOUs, contracts).

• Define information you need to collect to manage

and coordinate partners and processes for

collecting the information (e.g., partner contacts,

financials, and activities).

Oversee Implementation

• Assist partners in developing workplans and logic 

models to support activity implementation (see

Resources & Tips).

• Review partners’ progress on a regular basis, as

determined in agreements, to 1) ensure they are

meeting contractual expectations and 2) identify

successes and challenges in activity

implementation.

Advance Implementation

• Update agreements or adjusted workplans, as

needs evolve or new evidence emerges, to

advance progress toward shared goals.

• Use information collected to create connections

across partners to coordinate activities and

prevent duplication.

12

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
C. Advance Activity Implementation Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

C2. Do you facilitate 

communication to advance 

partner network goals and 

activities? 

Share Information

• Identify existing or new communication channels

that your jurisdiction may leverage, including those 

managed by your partners.

• Develop a plan for regularly sharing information

and updates to guide and support partner network

activities.

Create Communication Loops

• Establish processes for facilitating communication

across partners to coordinate activities.

• Establish processes for partners to share feedback

with your jurisdiction to support improvements in

partner network management and operations.

Influence Action

• Share information about partners’ progress and

achievements with jurisdiction leadership to 

facilitate buy-in and engagement in sustaining 

partner network efforts.

13

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
C. Advance Activity Implementation Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

C3. Do you provide resources and 

training to equip partners 

with the skills and 

information needed to carry 

out identified activities?

Determine Partner Competencies 

• Determine what core skills and competencies are

necessary for partnersto achieve shared goals and

activities (e.g., health equity, cultural competency).

• Identify training and resource needs through

review of partner progress reports, observations,

and other monitoring efforts.

• Identify and distributed resources and/or

trainings to build the identified skills/competencies

across partners.

Strengthen Partner Knowledge and Skills

• Conduct a learning needs assessment (e.g.,

surveys, focus groups) to determine partner

strengths, knowledge gaps and learning

preferences.

• Identify and/or developed new resources and

trainings to fill partners’ knowledge gaps.

Support a Learning Community

• Create a resource repository to catalog and share

resources developed by your jurisdiction and

partners.

• Facilitate peer-to-peer learning through webinars,

affinity groups, or peer mentoring.

• Share best practices and lessons with other

jurisdictions and/or national-level entities to

expand the evidence base and new partnership

opportunities.

14

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
D. Evaluate and Learn Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

D1. Do you collect and analyze 

data to support partners’ 

progress toward shared 

adult vaccination coverage 

and health equity goals?

Assess Partner Network Progress

• Develop an analysis plan to collect and assess

process, outcome, and/or impact measures to

monitor the partner network’s collective progress

toward shared goals.

• Determine what existing tools and systems your

jurisdiction has in place to collect and analyze data

for the identified measures for all population

subgroups.

• Implement the analysis plan to routinely assess the

partner network’s collective progress toward

shared goals.

Assess Individual Partner Impact

• Develop an analysis plan to collect and assess

information (e.g., process, outcome, and or/impact

data, observations, interviews, etc.) to evaluate

individual partners’ activities and progress toward

goals.

• Determine what existing tools and systems your

jurisdiction has in place to collect and analyze

individual partner data.

• Implement the analysis plan to routinely assess

individual partners’ progress toward shared goals.

Adapt Data Collection and Analyses

• Modify analysis plans as partner network goals

and activities evolve.

• Enhance data collection and analysis

systems/tools to meet evolving data collection

needs, including translation services and varied

data collection methods.

• Expand data collection to more accurately capture

demographics of population and proportionally 

gather data from subgroups within population.

15

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
D. Evaluate and Learn Recommended Approach: Consider all bullet points for each level before moving to the next level. After reflecting on Level 3,

move to the next question. 

Key Questions Level 1 Recommended Actions Level 2 Recommended Actions Level 3 Recommended Actions

D2. Do you use available data to 

enhance goals and activities 

and/or to update the 

structure of the partner 

network?

Reflect on Partner Network Progress

• Share analyses of progress toward shared goals, as

conducted through analysis plans, with partner 

network to increase transparency and 

engagement.

• Review analysis results with advisory group to

understand partner network progress and guide

decision-making on goals, objectives, and activities.

Modify Activities

• Use results of analyses to support partners in

modifying activities to better support progress 

toward shared goals.

• Establish processes to gather feedback from 

partners on quality of support provided and

identify additional areas for support.

Plan for Future Needs

• Communicate the impact of partner network

activities to leadership and potential funders to 

help scale and sustain effective partner activities. 

• Use findings to update and refine partner

network's shared goals, objectives, and activities to

address anticipated challenges and build on prior

partner successes. This action can help the partner

network further mature across Phase A, continuing

the partnership lifecycle.

16

Use the space below to reflect and take notes on steps your jurisdiction can take or has taken to implement the recommended actions. 

How can we 

achieve these 

steps? 

What have we 

done to make 

progress on these 

steps?
Summary

Complete the following summary sheet to document your selected gap(s) and next steps 
Summary

Use this optional summary sheet to document the gap(s) your jurisdiction selected to address and next steps your jurisdiction plans

to take to begin making progress on the corresponding recommended actions. 

What gap(s) have you chosen to 

prioritize improving, based on your 

responses to the key questions?

Select at least one gap to prioritize and 

write it in here.

For each gap identified above, what “level” 

is your jurisdiction targeting to achieve 

based on the corresponding recommended 

actions?

Click on the checkbox to indicate the level for 

each gap selected. 

Gap #1:  Level 1  Level 2  Level 3

Gap #2:  Level 1  Level 2  Level 3

Gap #3:  Level 1  Level 2  Level 3

What next steps does your jurisdiction plan 

to take to begin addressing the gap(s)? 

Write in next steps for each gap, such as 

who you are going connect with, what 

information you will gather, and when you 

are going to have the action completed. 

 Level 1  Level 2  Level 3

18
For more information, contact CDC

1-800-CDC-INFO (232-4636)

TTY: 1-888-232-6348 www.cdc.gov

The findings and conclusions in this report are those of the authors and do not necessarily represent the 

official position of the Centers for Disease Control and Prevention.