Datasheets & Protocols

Western Monarch Count datasheets were updated for 2022 – make sure you download and use the new forms below!

Get ready to collect and submit your data with Survey123 – available for all mobile and desktop devices!

Set Up the Survey123 App!

Survey123 replaces paper-based data collection with a trustworthy digital solution that optimizes data collection, improves data quality and boosts efficiency.

  1. Go paperless, and download the Survey123 app on your smartphone to use in the field.
  2. Or, use the paper datasheets in the field and submit your data via the Survey123 online forms.

Reduce your chances of submitting inaccurate or incomplete data with Survey123, and ensure that your submitted data goes directly to the Xerces Society and your regional coordinator in one click. Digitizing your data with Survey123 also saves the Xerces Society a considerable amount of staff time and conservation funds.

Please consider using Survey123 while monitoring and/or submitting your Western Monarch Count data. Thank you!


Click on the protocol documents below to download instructions for conducting Monarch Count and Habitat Assessment surveys:

Monarch Count Protocol Updated Oct. 21st, 2022!

Habitat Assessment Protocol Updated Oct. 16th, 2022!


You can also download the Step-by-Step Monitoring Guide which provides a comprehensive outline of volunteer monitoring activities from start to finish:

Step-By-Step Monitoring Guide Updated Oct. 16th, 2022!

Paper Datasheets

Conduct a monarch count during the Thanksgiving and New Year’s count period or anytime during the overwintering season. Fill out a separate monarch count data sheet each time you monitor a site for monarchs.

Monarch Count Datasheet Updated Oct. 16th, 2022!

Conducting a habitat assessment is optional, but please consider taking the extra time to collect important site-specific information that helps capture the habitat conditions and threats each site faces. There are two versions available: a one-page assessment that covers the most important aspects of a site (“short form”), and a longer, more comprehensive assessment that is ideal for land managers and individuals interested in gathering more in-depth data at their site (“long form”). Please aim to fill out a habitat assessment once a year per site.

Short Form Habitat Assessment Datasheet Updated Oct. 16th, 2022!

Long Form Habitat Assessment Datasheet Updated Oct. 16th, 2022!

Tagged Monarchs

Don’t forget to keep an eye out for tags while you’re doing your counts and habitat assessments! Numerous groups throughout the West are tagging butterflies in the late summer and fall.

Recoveries of these tags at overwintering sites and along the migration route provide important information on the western migration. Download the flyer below for a quick guide to the different tag types and contact people for each program.

Tagged Monarch Guide Updated Oct. 18th, 2022!