Frequently Asked Questions
Why were the programs moved to SMRC?
- Stanford is a research institution, and as Kate winds down her research career we needed to find a place to continue to support the Self-Management movement. SMRC provides a good answer.
- We can continue doing the things we know and love and also give continuity to the programs.
- Stanford supported and is helped to make this change.
What will happen with existing licenses that were arranged through Stanford?
- Stanford has transferred all licenses to SMRC.
- For currently active licenses, there will be no changes in fees or terms of licenses.
- SMRC will service these licenses for the term of the license.
- There is no need to re-issue existing licenses to SMRC
- SMRC’s licensing manager is Nieves Michel. She can assist you with any questions. To reach her, email firstname.lastname@example.org or 650-242-8040 Ext 406.
Will the cost of licenses change?
- We have recently posted a new licensing structure and fees. See https://www.selfmanagementresource.com/licensing/licensing-procedure-policies/
- Please let us know if you have questions by writing email@example.com or calling 650-242-8040 Ext 406
How does my organization get, upgrade, or add a program to a license?
- For most licenses, this can be done on this website.
- You will be able to complete all of the steps in getting the license, from application, to paying, to signing and transmitting, on this website.
- If you find you have problems or have questions contact firstname.lastname@example.org or 650-242-8040 Ext 406. Please, please read the licensing portion of the website before contacting us!
Will licensing annual reports change?
- No. Annual reports are still required!
- Annual reports are submitted on this website. We do not accept any other format.
- Download directions on how to submit an annual report
Training and Programs
Are there changes in training?
- We have a new training director, Virginia (Ginger) González. Ginger is not really new, as she worked with us for many many years and has authored most of our Spanish books and workshops. All Master trainings are arranged through SMRC and Ginger.
- SMRC-branded manuals and other materials should be used when reprinting.
- Organizations offering trainings should dispose of any Stanford-branded manuals and get the SMRC manuals. email email@example.com
- For training questions, contact Ginger González, firstname.lastname@example.org or 650-242-8040 Ext 402.
- To request manuals, email email@example.com
Will workshops continue to be updated?
- Absolutely! One of the hallmarks of our programs is that we are continually keeping them up to date.
- We recently updated the HIV program and both the English and Spanish Diabetes programs.
- We plan to update the CDSMP and Tomando Control de su Salud in 2019.
Will there be new programs?
- We recently released Building Better Caregivers, a program for the caregivers of those with cognitive impairment.
- A workplace version of the CDSMP has also been release recently.
- The workplace program is two 55-minute sessions a week for six weeks.
- Any organization offering the CDSMP will be able to offer the workplace (wCDSMP) after attending an introductory webinar.
- Because there is very little change in content or process, just timing and organization, there will be no cross-training required, just the webinar.
- The workplace CDSMP webinar will be required for Master Trainers and T-Trainers only. They will, in turn, train their CDSMP Leaders.
Will Trainer certifications or the requirements for trainer annual reports change?
- No. Annual reports will still be required in January for the previous calendar year.
- All annual reports are submitted on this website. No other format will be accepted.
- Download directions on how to submit annual reports
Will fidelity guidelines change?
Will there be new services?
- Yes, we now offer periodic free webinars, such as "Ask Kate" (questions about anything are answered by Kate Lorig), "Ask Kate about Evaluation", "Ask Kate and Virginia How to Work in and With Hard-to-Reach Communities" and "Ask Kate About Self-Management's Role in the Opioid Epidemic" (coming in January 2019).
- Watch for these informational webinars on our Training calendar. We will also notify you via the Master Trainer and Administrative list serves.
Will the Tool Kit for Active Living mailed program change?
Will SMRC translate programs to more languages?
- Unfortunately, we can only manage English and Spanish.
- Any organization that wants to translate any of our materials can get a translation license (free). This gives you the right to translate and then send the materials to SMRC so we can share with others.
Will any workshop content or charts change?
- The cover, title page, and footnotes have been rebranded for SMRC.
- The closing activity in the fifth session asks people to email SMRC instead of SPERC. This change is also be on the homework handout.
- The only chart to change is about internet URLs. Rather than the Stanford patient Education Research Center’s URL, Stanford University’s main URL is listed.
- The rest of the content will not change at all.
Will the requirements for licensee and trainer annual reports change?
Are organizational annual reports required?
- Yes. Organizations are required to submit a report on the anniversary date of their existing license.
- You will be reminded by email when it is time to submit an annual report.
Are Trainer annual reports required?
- Trainer annual reports are by calendar year (for example, January 1 2017 to December 31 2017). Trainers are required to submit an annual report in January for the previous calendar year.
- All annual reports are submitted online. We will not accept anything else.
- You will be notified by email when your annual report is due with details on how to complete the report. In 2019 we will be a little late as we are upgrading our website.
Do I have to submit an annual report if we did not offer workshops during that year?
- Yes. Our system will see any trainer or licensed organization who has not submitted an annual report as “inactive” or “lapsed”.
- We need the report even if it shows “0” in most of the fields.
- We have thousands of trainers and licensed organizations. We need all reports in order to keep track of how the program is being used.
- All reports must be submitted online. No other formats will be accepted.
I was trained as a Master Trainer late last year and haven’t done a workshop yet. Do I still have to submit a trainer’s annual report?
- Yes. Our system will automatically label any trainer who has not submitted an annual report as “inactive”.
- You must submit the report yourself and not allow your program coordinator (or anyone else) to do it for you.
What is SMRC’s relationship with Stanford?
- We are completely separate from Stanford.
What is the organizational structure of SMRC?
- SMRC is a partnership. Scientific Director is Kate Lorig, Training Director is Virginia (Ginger) González, CEO is Diana Laurent.
Is SMRC non-profit or for-profit?
- SMRC is a Limited Liability Company (LLC) and for-profit.
- After consulting with attorneys and accountants and many discussions among the partners, it was clear that even though we would have preferred to organize as a not-for-profit company, we could not protect the programs if we did.
- It is vitally important that we, as the developers of the programs, keep control on how the programs are used and updated.
Are you still conducting research?
- All of our Stanford research projects are complete.
- With Kate Lorig winding down her research career, we do not plan to apply for any research grants.
- We are available as consultants for other organizations’ grants. Contact Kate Lorig at firstname.lastname@example.org
Where is your new office located?
- Our office is virtual only. Our mailing address is actually our accountant's office.
- We are registered in the city of Palo Alto, CA.
- Our staff members all live in different cities and in three states!
- This has made it possible for us to hire the best people for the job.
- We meet regularly by videoconference, and the partners meet in person regularly.
What is happening with the online programs?
- Canary Health will continue to be the sole source for these programs in the United States.
How will the SMRC and Canary work together?
- Right now Canary can only handle big contracts. This means that many community groups that would like to offer online workshops to only a few people cannot do so.
- In the near future, SMRC will be working with Canary to offer smaller contracts for those organizations wishing to offer an online choice of workshops.
Can we still refer to the workshops as “Stanford” programs?
- No. Stanford requires that the Stanford name and logo NOT be used for any reason.
What words can we use to describe the workshops?
- The only words you can use when describing the programs are “an evidence-based self-management program originally developed at Stanford University”.
- Certificates of completion for workshops and Leader trainings should use the above language, as well.
Can we use the SMRC logo and Steps to Healthier Living trademark?
- Yes. Go to “Resources - Forms, Downloads and Links” section for downloading.
What can we do to help?
- Let us know what we are doing right, and most importantly, what is going wrong and how we might do things better. We have always depended on you to keep us honest and to help us provide the very best service. This will not change.
- And…if you can think of other services that you would like the SMRC to offer, please tell us! We may not be able to do it, but maybe we can. Our self-management community has always given us good ideas and feedback, and we value it highly.
How can we contact SMRC?
- Emails about training: email@example.com These will go to Virginia González, our Training Director. To reach Nieves by phone, call 650-242-8040 Ext 402 Ext 402
- Emails about licensing: firstname.lastname@example.org These will go to Nieves Michel, our Licensing Manager. To reach Nieves by phone, call 650-242-8040 Ext 406.
- Emails about Trainer certification: email@example.com. These go to Linda Castagnola. To reach Linda by phone, call 650-242-8040 Ext 407.
- General emails and questions: firstname.lastname@example.org These will go to Kate Lorig.
- To request manuals: manuals@selfmanagementresource com.
- Or you may use the Contact Us form on this website.