PEER ORGANIZATION GROWTH ACADEMY
Resources and Suggested Citations
Resources
History, Culture, and Values of the Peer and Recovery Movement
Rogers, S., Risser, P., and Spiro, L. (2012). Milestones of the consumer/survivor/ex-patient movement (C/S/X) movement for social justice. National Coalition for Mental Health Recovery. https://ncmhr.org/downloads/ADA-Legacy-Project-Mental-Health-CSX-Movement-History-Milestones.pdf
Website where resource is located: https://ncmhr.org/history.htm
Organization Culture, Values, Vision, and Mission
Brené Brown. (2020). Dare to lead list of values. https://brenebrown.com/resources/dare-to-lead-list-of-values/
Clubhouse International. (2023). International standards for clubhouse programs. https://clubhouse-intl.org/wp-content/uploads/2023/09/standards_2023_eng.pdf
Website where resource is located: https://clubhouse-intl.org/resources/quality-standards/
Faces and Voices of Recovery. (2023). National standards for Recover Community Organizations. https://facesandvoicesofrecovery.org/wp-content/uploads/2023/03/070623_National-Standards-for-RCOs.pdf .
Website where resource is located: https://facesandvoicesofrecovery.org/resource/national-standards-for-recovery-community-organizations/
Ragins, M. (2009). A recovery culture progress report card. https://drive.google.com/file/d/1CNOttT2w4F2nOVEg5P9DiJD2DtCprO_O/view
Website where resource is located (under building infrastructure): https://www.markragins.com/section-6
Substance Abuse and Mental Health Services Administration. (2012). SAMHSA’s working definition of recovery. https://store.samhsa.gov/sites/default/files/pep12-recdef.pdf
Website where resource is located: https://store.samhsa.gov/product/samhsas-working-definition-recovery/pep12-recdef
Substance Abuse and Mental Health Services Administration. (2011). Consumer-operated services: Building your program. https://store.samhsa.gov/sites/default/files/sma11-4633-building-your-program.pdf
Website where resource is located: https://store.samhsa.gov/product/consumer-operated-services-evidence-based-practices-ebp-kit/sma11-4633
Texas Certification Board. (2023). Peer Specialist Code of Ethics. https://cdn.ymaws.com/www.tcbap.org/resource/resmgr/codes_of_ethics/ps_code_of_ethics_sept_2023.pdf
Website where resource is located: https://www.tcbap.org/page/CodesofEthics
Leadership
Adkins, R. (2006). Conflict management styles quiz.NC State University Faculty and Staff Ombuds Office. https://facultyombuds.ncsu.edu/files/2015/11/Conflict-management-styles-quiz.pdf
Website where resource is located (click on “Quiz”): https://facultyombuds.ncsu.edu/conflict-self-help/
Annie E. Casey Foundation. (2022). Developing a theory of change: Practical guidance. https://assets.aecf.org/m/resourcedoc/aecf-theoryofchange-guidance-2022.pdf
Website where resource is located: https://www.aecf.org/resources/theory-of-change
Arcade Wayfinding (ND). Delegation worksheet. Arcade Wayfinding: Delegation. https://www.arcadewayfinding.com/delegation/
Bernstein, E., Bunch, J., Canner, N., Lee, M.Y. (2024 July – August). Beyond the holacracy hype. Harvard Business Review. https://hbr.org/2016/07/beyond-the-holacracy-hype
Ez calendars. (2024). Two weeks appointment schedule template. https://www.ezcalendars.com/customize/2week-v1-ls/
Website where resource is located: https://www.ezcalendars.com/
Han, E. (2022). What is design thinking & why is it important? Harvard Business School Online. https://online.hbs.edu/blog/post/what-is-design-thinking?c1=GAW_CM_NW&source=US_GEN_PMAX&cr2=content__-__us__-__gen__-__pmax&kw=general&cr5=&cr6=&cr7=c&utm_campaign=content__-__us__-__gen__-__pmax&utm_term=general&gad_source=1&gclid=CjwKCAjw5v2wBhBrEiwAXDDoJTR7I0W7vx–tmAxAmDFTTNziwil3jKO07f7RlI0KFdA1CC1i1FBJRoCdGUQAvD_BwE
Hill Consulting Group. (2015). Leadership self-assessment. In K. Hurley and P. Shumway (Eds.), Real Women, Real Leaders: Surviving and Succeeding in the Business World (pp 155-163). Wiley Online Library. DOI:10.1002/9781119207573. https://onlinelibrary.wiley.com/doi/pdf/10.1002/9781119207573.oth1
Website where resource is located (scroll down to the “Leadership Self-Assessment” link; it is free access: https://onlinelibrary.wiley.com/doi/book/10.1002/9781119207573
QAPI. (2024). Five whys tool for root cause analysis. SNF Quality Assurance and Performance Improvement.https://www.snfqapi.com/assets/media/12-steps/FiveWhys.pdf
Website where resource is located: SNF QAPI. (2024). 12 Action Steps https://www.snfqapi.com/resources/root-cause-analysis
QAPI. (2024). How to use the fishbone tool for root cause analysis. SNF Quality Assurance and Performance Improvement. https://www.snfqapi.com/assets/media/12-steps/FishboneRevised.pdf
Website where resource is located: SNF QAPI. (2024). 12 Action Steps https://www.snfqapi.com/resources/root-cause-analysis
Board of Directors and Succession Planning
BoardSource. (2023). Nonprofit board orientation checklist. BoardSource. https://boardsource.org/nonprofit-board-orientation-checklist/
Cantwell, K. (2022, February 2). What is succession planning? Process and steps to take. Hire Success. https://www.hiresuccess.com/blog/what-is-succession-planning-process-and-steps-to-take
Garry, J. (2024). Board of directors: A template for a great board orientation. Joan Garry Consulting. https://www.joangarry.com/board-orientation-template/
Laura. (2023, May 3). Your skills-based geode to the 9-box grid for talent management. 365 Talents. https://www.365talents.com/en/resources/nine-box-grid-talent-management
Treasury Board of Canada Secretariat. (2009, May 21). Succession planning and management five-step process. Treasury Board of Canada Secretariat. https://www.tbs-sct.canada.ca/gui/spgr/spg-gpgr-02-eng.asp?for=hrps
Fidelity and Measuring the Impact
Bowen, E., Irish, A., Wilding, G., LaBarre, C., Capozziello, N., Nochajski, T., Granfield, R., Kaskutas, LA. (2023). Development and psychometric properties of the Multidimensional Inventory of Recovery Capital (MIRC). Drug and Alcohol Dependence, 247, Volume 247, https://doi.org/10.1016/j.drugalcdep.2023.109875
Clubhouse International. (2023). International standards for clubhouse programs. https://clubhouse-intl.org/wp-content/uploads/2023/09/standards_2023_eng.pdf
Website where resource is located: https://clubhouse-intl.org/resources/quality-standards/
Faces and Voices of Recovery. (2023). National standards for Recover Community Organizations. https://facesandvoicesofrecovery.org/wp-content/uploads/2023/03/070623_National-Standards-for-RCOs.pdf .
Website where resource is located: https://facesandvoicesofrecovery.org/resource/national-standards-for-recovery-community-organizations/
Harvard T.H. Chan School of Public Health. (2017 March). Well-being measurement. https://www.hsph.harvard.edu/health-happiness/research-new/positive-health/measurement-of-well-being/#:%7E:text=Thus%2C%20objective%20well%2Dbeing%20is,material%2C%20tangible%20and%20quantitative%20indicators.
Lodge, A. C., Kuhn, W., Earley, J., & Stevens Manser, S. (2018). Initial development of the recovery-oriented services assessment: A collaboration with peer-provider consultants. Psychiatric Rehabilitation Journal, 41(2), 92–102. https://doi.org/10.1037/prj0000296
Marton, K. (2016, September 19). 6. Measures of Recovery. In Measuring recovery from substance use or mental disorders. Committee on National Statistics; Board on Behavioral, Cognitive, and Sensory Sciences; Division of Behavioral and Social Sciences and Education; Board on Health Sciences Policy; Health and Medicine Division; National Academies of Sciences, Engineering, and Medicine. https://www.ncbi.nlm.nih.gov/books/NBK390391/
National Association of Peer Supporters. (2019). National practice guidelines for peer specialists and supervisors. Washington, DC: N.A.P.S. https://www.peersupportworks.org/wp-content/uploads/2021/07/National-Practice-Guidelines-for-Peer-Specialists-and-Supervisors-1.pdf
Website where resource is located: https://www.peersupportworks.org/?s=national+practice+guidelines
Sinek, S. [Alpha Leaders]. (2021, April 18). Simon Sinek’s advice will leave you speechless. [Video]. YouTube. https://www.youtube.com/watch?v=4oN5JShOs2I&t=1s
Substance Abuse and Mental Health Services Administration. (2011). Consumer-operated services: Evaluating your program. https://store.samhsa.gov/sites/default/files/sma11-4633-evaluating-your-program.pdf
Website where resource is located: https://store.samhsa.gov/product/consumer-operated-services-evidence-based-practices-ebp-kit/sma11-4633
Substance Abuse and Mental Health Services Administration. (2024, October 3). Core competencies for peer workers. BRSS TACS. https://www.samhsa.gov/brss-tacs/recovery-support-tools/peers/core-competencies-peer-workers
Human Resources
Society of Human Resource Management. (2024). Society of Human Resource Management. https://www.shrm.org/home
Scaling Organizations
Landry, Lauren. (2019) Tips for scaling your business. Business Insights, Harvard Business School. https://online.hbs.edu/blog/post/how-to-scale-a-business.
Gargani, J., & McLean, R. (2017). Scaling Science. Stanford Social Innovation Review, 15(4), 34–39. https://doi.org/10.48558/CX49-R467.
Strategic Planning
La Piana Consulting. (2019). Strategy Screen. https://www.lapiana.org/insight/strategy-screen/
The Center for Appreciative Inquiry. (2024). What is appreciative Inquiry? https://centerforappreciativeinquiry.net/resources/what-is-appreciative-inquiry-ai/
The Indianapolis Public Library. (2021). Nonprofit workshop: Strategic Planning for Nonprofits. [Video]. YouTube. https://youtu.be/RM6qseUvRFw?si=Kbox1H83tJXHE6Li
Substance Abuse and Mental Health Services Administration. (2023, April 4). Training events, webinars, and reference materials for SAMHSA grant applicants and grantees. https://www.samhsa.gov/grants/grants-training-materials
Minnesota Department of Mental Health. (2022, October 22). PDSA: Plan-do-study-act. https://www.health.state.mn.us/communities/practice/resources/phqitoolbox/pdsa.html
Golden, W.E., Archer, N., & Sanchez, N. (2002). Rapid cycle improvement. Controlling Change. https://www.ashp.org/-/media/assets/pharmacy-practice/resource-centers/quality-improvement/learn-about-quality-improvement-rapid-cycle-methodology.pdf
Additional Useful Resources
Legere, Lyn. (2013, April 1). A recovery story in dollars and cents. Mad in America. https://www.madinamerica.com/2013/04/a-recovery-story-in-dollars-and-cents/
Suggested Citations
History, Culture, and Values of the Peer and Recovery Movement
Carr, S., Heston, N.C., Lopez, M., Mason-Edwards, F., Nichols, M., Pierce, A., Powell, J., Stevens Manser, S., West, D. (2023, December 8). History, culture, and values of the peer movement panel presentation [Video]. YouTube. https://www.youtube.com/watch?v=pa_a6J44_Kc&t=1s
Carr, S., Heston, N.C., Lopez, M., Mason-Edwards, F., Nichols, M., Pierce, A., Powell, J., Stevens Manser, S., West, D. (2023, December 11). History, culture, and values of the peer movement discussion [Video]. YouTube. https://www.youtube.com/watch?v=pa_a6J44_Kc&t=1s
Carr, S., Heston, N.C., Lopez, M., Mason-Edwards, F., Nichols, M., Pierce, A., Powell, J., Stevens Manser, S., West, D. (2023, December 8). Chronicles of fellowship in the land of the lone star: Texas peer support history [PDF]. https://thepoga.org/peer-recovery-movement/
Organization Culture, Values, Vision, and Mission
Acker, D. and Caraco, C. (2024, January 11). Organizational culture, values, vision, and mission session 1 [Video]. YouTube. https://www.youtube.com/watch?v=xiiBrraVMIk&t=9s
Acker, D. and Caraco, C. (2024, January 17). Organizational culture, values, vision, and mission session 2 [Video]. YouTube. https://www.youtube.com/watch?v=5vqx-n-n-AA
Acker, D. (2024, January 11). Organizational culture [PDF]. https://thepoga.org/organizational-culture-values-vision-mission/
Acker, D. (2024, January 17). Mission, vision, and values [PDF]. https://thepoga.org/organizational-culture-values-vision-mission/
Leadership
Caraco, C., Davis, J., and Gray, A. (2024, February 7). Leadership 101 [PDF]. https://thepoga.org/leadership-training/
Caraco, C., Davis, J., and Gray, A. (2024, February 8). Leadership 201 [PDF]. https://thepoga.org/leadership-training/
Board of Directors and Succession Planning
Caraco, C. and Davis, J. (2024, March 6). Board of Directors 101 [Video]. YouTube. https://www.youtube.com/watch?v=qWcEN-m1cGg
Caraco, C. and Davis, J. (2024, March 6). Board of Directors 101 [PDF]. https://thepoga.org/board-of-directors-succession-planning/
Caraco, C. and Davis, J. (2024, March 20). Board of Directors and Succession Planning 201 [Video]. YouTube. https://www.youtube.com/watch?v=jGQq-_u_SAA
Caraco, C. and Davis, J. (2024, March 20). Board of Directors and Succession Planning 201 [PDF]. https://thepoga.org/board-of-directors-succession-planning/
Fidelity and Measuring the Impact
Gray, A. (2024, April 3). Fidelity and measuring impact. Why bother? [Video]. YouTube. https://youtu.be/fjx5Pgmw4hw?si=Fs7svTzzn3Q98qkJ
Gran, A. (2024, April 23). Fidelity and measuring impact: Nuts and bolts. [Video]. YouTube. https://youtu.be/5nQyE8YUvHc?si=gitrQNTsjB5H9wmc
Gray, A. (2024, April 3). Fidelity and measuring impact. Why bother? [PDF]. https://thepoga.org/fidelity-and-measuring-impact/
Gran, A. (2024, April 23). Fidelity and measuring impact: Nuts and bolts. [PDF]. https://thepoga.org/fidelity-and-measuring-impact/
Financial Management
Caraco, C. and Garrison, K. (2024, May 15). Financial management. [PDF]. https://thepoga.org/financial-management/
Financial Planning
Howell, J. (2024, May 15). Financial planning for the future. [PDF]. https://thepoga.org/financial-planning/
Grant Writing
Kues, D. (2024, May 15). Grant writing. [PDF]. https://thepoga.org/grant-writing/
Fund Development
Caraco, C. and Garrison, K. (2024, May 15). Fund development. [PDF]. https://thepoga.org/fund-development/
Human Resources
Acker, D. (2024, May 16). Human resources 101. [PDF]. https://thepoga.org/human-resources/
Acker, D. (2024, May 16). Human resources 201. [PDF]. https://thepoga.org/human-resources/
Scaling Organizations
Caraco, C. and Stevens Manser, S. (2024, May 16). Scaling organizations 101. [PDF]. https://thepoga.org/scaling-organizations/
Caraco, C. and Stevens Manser, S. (2024, May 16). Scaling organizations 201. [PDF]. https://thepoga.org/scaling-organizations/
Strategic Planning
Howell, J. (2024, May 17). Strategic planning 101. [PDF]. https://thepoga.org/strategic-planning/
Howell, J. (2024, May 17). Strategic planning 201. [PDF]. https://thepoga.org/strategic-planning/
Building Partnerships
Clancy, K.M. and Johnson, R. (2024, June 5). Community, connection, collaboration. [PDF]. Houston Recovery Initiative. https://thepoga.org/building-partnerships/
Clancy, K.M. and Johnson, R. (2024, June 5). Building Partnerships Session 1. [Video]. YouTube. https://youtu.be/1_Jj7daGeZk?si=B5T60e02Dmaay53z
Brinkley, A. (2024, June 26). Building partnerships 201. [PDF]. https://thepoga.org/building-partnerships/
Brinkley, A. (2024, June 26). Building Partnerships Session 2. [Video]. YouTube. https://youtu.be/xZ2CTNQa7po?si=IHe7dauSmT5Nr6oI
Branding and Marketing
Estrada. E. (2024, July 28). Marketing and branding 101/202: A session for the 2024 Peer Organization Growth Academy (POGA). [PDF]. https://thepoga.org/branding-and-marketing/
Community Assessment and Community Congruence
Brown, Jack. (2024, July 28). Community assessment and community congruence: Understanding community needs and alignment. [PDF]. https://thepoga.org/community-assessment-and-congruence/
Advocacy and Lobbying
Hurley, E. (2024, July 29). Advocacy 101 and 102. [PDF]. https://thepoga.org/advocacy-and-lobbying/
Community and System Change
Brown, J. (2024, July 30). Community and system change: Driving impactful transformation. [PDF]. https://thepoga.org/community-and-system-change/