Frequently Asked Questions

General 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 helping to make this change.

When will SMRC start to do business? 
NOW!  We are transitioning all functions from Stanford to SMRC over the summer.

When will the list serves change to SMRC? 
The list serves will be taken down and everyone will be subscribed to the new list serve in June.

Should we stop using SPERC website and forms now? 
You may use either website throughout the summer.  Forms will be branded for SMRC and available on both websites.


What will happen with existing licenses that were arranged through Stanford? 
Stanford will transfer these to the 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.

When will licenses be transferred to SMRC? 

  • Stanford Office of Technology Licenses has already transferred all licenses to SMRC.
  • SMRC’s licensing manager is Nieves Michel.  She can assist you with any questions. To reach her, email

Will the cost of licenses change? 

  • There will be no changes in our basic licenses at the present time.
  • We are looking at making some changes to our bigger licenses.
  • We will keep you informed and ask your input as we consider these changes. Our aim is to see that our programs are used as widely as possible.

How does my organization get, upgrade, or add a program to a license? 

  • For most licenses, this can be done on this website soon.
  • And 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.

What are “basic” licenses and “larger” licenses and will they change?

  • Basic licenses are those that cost $500, $1000 and $1500.  They offer a certain number of workshops and Leader trainings for any program. They will not change throughout the term of their license.
  • “Bigger” licenses are those usually obtained by state or national governments, large organizations or health plans.  They may change when new or renewed.

Will licensing annual reports change?


Who do we contact with questions about licensing?

Training and Programs

When will training be transferred to SMRC? 

  • Away trainings arranged through SMRC now.
  • We anticipate moving the online cross-training, update training and Leader Refresher training to SMRC during June or July.
  • On-site master training be transferred to SMRC about September 1st, but we will most likely have the training at Stanford through September.
  • Rebranded manuals and other materials will be used starting in June.
  • For training questions, contact Ginger González,

Will workshops continue to be updated? 
Absolutely! One of the hallmarks of our programs is that we are continually keeping them up to date. As you know, we recently updated the HIV program and both the English and Spanish Diabetes programs. We plan to update the CDSMP and Tomando Control in 2019.

Will there be new programs? 
Yes, we will be releasing Building Better Caregivers, a program for the caregivers of those with cognitive impairment, and a workplace version of the CDSMP later this year. 

The workplace program will be two 55-minute sessions a week for eight weeks. Any organization offering the CDSMP will be able to offer the workplace (WPCDSMP) 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, 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?


Will fidelity guidelines change?


Will there be new services? 
Yes, we plan to offer periodic free webinars, such as those introducing the WPCDSMP. 

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.

Do we need to print new manuals now?

No. You can use the manuals you have on hand until you need to print more.  At that point, please contact us for the new rebranded manuals at

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 will 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.

Annual Reports

Will the requirements for licensee and trainer annual reports change?


Are annual reports required?

  • Yes.  Organizations are required to submit a report on the anniversary date of their existing license.
  • Trainers are required to submit an annual report by calendar year.
  • You will be reminded by email when it is time to submit an annual report.

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 have 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.

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 also submit the report yourself and not allow your program coordinator to do it for you.

How and when do we submit our organization’s annual report?

  • All annual reports are submitted online.  We will not accept anything else.
  • You will be notified by email when your organization’s annual report is due with details on how to complete the report.

How and when do I submit my Master Trainer/T-Trainer annual report?

  • Trainer annual report is by calendar year; for example, your activity in 2017 will be reported in January 2018.
  • 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.

SMRC Structure

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.

What will happen to the rest of the Stanford staff? 
This is the really hard part. Most of us have been working together for a really long time. Some of the staff will retire and we will work with Stanford to help find jobs for those that wish to continue working.

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 there funding sources for future research?

All of our research projects are complete.
With Kate Lorig winding down her research career, we do not plan to apply for any grants.
We will be available as consultants for other organizations’ grants. 

Online Programs

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.

Program Promotion

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.  We will be adding them to our website’s “Resources - Forms, downloads and links” section for downloading soon.


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?

Via Email:

Via Phone:
Until September, you can continue to call us at Stanford 650-723-7935. By the end of the summer we will communicate our new phone numbers.


You can find the recording of the webinar we conducted about the transition by clicking below.