Metrics & monitoring

A checklist for establishing routine monitoring and assessment metrics of your contact tracing program


1. Process indicators

  • Identify key monitoring and process indicators: (*key indicators)

    • Speed of contact tracing

      • *Percentage of cases notified and isolated within 24 hour of case report

      • *Percentage of contacts notified and quarantined within 24 hours of elicitation

      • Proportion of contacts with symptoms evaluated within 24 hours of onset of symptoms

    • Completeness of case investigation

      • Daily proportion of cases whose status has been evaluated

      • Proportion of cases with no contacts elicited

    • Completeness of contact tracing

      • Percentage of cases reached out of cases identified

      • Percentage of contacts reached out of contacts elicited from cases

      • Daily proportion of contacts whose status is evaluated

    • Completeness of testing

      • Percentage of contacts connected to clinical care and/or testing out of those who develop symptoms

2. Outcome indicators

  • Identify key outcome indicators: (*key indicators)

    • Overall

      • *Percentage of all diagnosed cases in jurisdiction arising from contacts in the contact tracing system, i.e., as proportion increases, it means we’re getting better at capturing and containing exposure before it spreads further

      • Number needed to interview: number of cases interviewed in order to result in one contact quarantined

    • Adherence to isolation or quarantine

      • *Percentage of contacts who complete their full quarantine period

        • Of those who did not complete, proportion who tested positive for COVID-19 (in jurisdictions where all contacts are tested)

      • *Percentage of cases who complete their full isolation period

3. Dashboard

  • Develop a dashboard aligned with IT system and consider how to align the dashboard with case reporting and case surveillance systems:

    • Key outcome and process indicators

    • Total and current cases by status (awaiting outreach; outreach underway; monitoring and support; closed)

      • By gender, age group, race/ethnicity

      • By county, neighborhood, ZIP code, or other meaningful geographic category

    • Reasons for closure of case (isolation completed; lost to follow-up; referred to local health department; hospitalized; declined; was never reached; died)

    • Median number of contacts per case (for cases with at least one contact)

      • Percentage by risk category (if risk categories are being used)

      • Percentage by type (individual case; mass gathering; group setting; facility with healthcare delivery)

    • Number/percentage of cases with no identifying information

    • Total and current contacts by status (awaiting outreach; outreach underway; monitoring and support; closed)

    • Reasons for closure of contacts (quarantine completed; lost to follow-up; referred to local health department; hospitalized; diagnosed with COVID-19; declined; was never reached; died)

    • Percentage of total and current contacts by risk level (if risk levels are being used)

    • Staffing indicators

      • Percentage of positions currently recruited, hired, onboarded, trained by title

      • Any performance standards, i.e. monitoring calls, etc.

    • Technology/digital app indicators and data flow indicators, depending on if and how technology is used

    • Telemedicine and connections to social support indicators

    • Communication and marketing indicators

4. Targets

  • Set targets for key indicators, including timeliness of case and contact notification and quarantine, in order to guide adjustments to policies and protocols.

Implementation tools

CALL FOR MATERIALS The below tools are under development to support health departments in implementing the steps in the checklist. If you have any of these materials and would like to contribute to this playbook, please contact us at

  • Sample reports

LIVING DOCUMENT This playbook is a dynamic, “living” document. Global knowledge pertaining to COVID-19 is rapidly evolving. Feedback and suggestions can be sent to