Title X Site Visit Agenda Template

Job Aid
Title X Program Management Title X Family Planning Program
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Disclaimer: On October 4, 2021, the U.S. Department of Health and Human Services (HHS) Office of Population Affairs (OPA) amended the Title X Family Planning regulations to restore access to equitable, affordable, client-centered, quality family planning services for more Americans. The effect of the 2021 Final Rule is to revoke the 2019 regulations and readopt the 2000 regulations with several revisions to increase access to equitable, affordable, client-centered, quality family planning services. The Final Rule went into effect on November 8.

This resource is temporarily unavailable while the RHNTC works with OPA to revise it.


This sample agenda can be adapted and used for site visits. It is designed for a two-and-a-half-day site visit with the third half-day dedicated to preparation for and conducting the exit meeting; site visit observations are discussed with the subrecipient during this meeting. The specific number of days, locations, and agenda for visits will differ from agency to agency. Reviewers can modify the original agenda for each additional service site, if necessary.

This tool is part of “Planning and Conducting Title X Site Visits: A Toolkit for Family Planning Providers” which supports Title X grantees’ ability to conduct site visits and monitor subrecipient agencies.