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					    NAMI 2004-2006
Strategic Plan Progress


           June 2006
       Consolidated Reports

 This document consolidates all reporting on progress on NAMI‘s 2004-
 2006 Strategic Plan. Introductory notes and individual notes regarding
 each Key Result Measure (KRM) are presented in chronological order.

 The Plan was approved by the National Board of Directors in December
 2003 and launched in January 2004. The first reporting to the Board on
   progress was made at the following Board meeting, in March 2004.
Notes: March 2004

Communicating the Plan

NAMI’s 2004-2005 Strategic Plan was emailed to the Advisory Councils and
posted on the NAMI public Web site as soon as the Board approved it in
December 2003. (In January, the Plan was downloaded from the Web site 838
times!)

All Leadership Institute participants received a copy of the plan at the January
conference and another 1,500 copies were mailed out to NAMI’s affiliates, state
organizations, advisory groups and other leaders at the end of January.

A marketing version of the Plan, with an inexpensive but attractive color cover,
has been developed for use by the Development Team and others in presenting
the plan to funders and other influential people.

In the National office, mini ―posters‖ of the goals are posted on all bulletin boards
and staff members have been given their own copies for posting in their work
spaces.

January Leadership Institute

The Winter 2004 Leadership Institute kicked off implementation of NAMI’s 2004-
2005 Strategic Plan. The opening session focused on feedback from NAMI’s
Advisory Councils, each of which had a representative speak to the Plan.

Mike Mathes spoke on behalf of the State Presidents’ Council (SPC) which
supports and embraces the Plan. SPC is particularly interested in Goal 5, KRM 6
(governance guidance and risk management) and sees the importance of
working together to make a strong NAMI. State Presidents have found the
regional conferences of particular benefit and hope they will continue. Among
the needs identified by SPC are: ability to share information (chat rooms, other
networking options), PSAs, handout materials, insurance options, templates such
as in the Affiliate Tool Kit. SPC looks for ways to help avoid ―reinventing the
wheel‖ and to learn from one another.

Jane Fyre represented the Veterans Council, which was especially pleased with
the emphasis on veterans contained within the Plan. Challenges faced by
veterans are ―the same but different‖ and run throughout NAMI –a remarkable
show of hands in the audience demonstrated that an overwhelming majority of
NAMI members and leaders have connections to veterans. The Veterans
Council would like to see: every state NAMI form a Veterans Committee;
initiatives with VISNs on all NAMI programs; a presentation tool kit for NAMI
leaders who want to work with VISNs and the VA; attention to the interaction of
benefits (civilian/VA). The Veterans Council stands ready to work together with
all NAMI leaders.

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Marty Raaymakers, Consumer Council chair, presented the Consumer Council’s
response to the Plan. The Consumer Council was frustrated in its work because
it did not have sufficient members present to establish a quorum at the
Leadership Institute. Supporting consumer leaders is a high priority of the Plan –
and the Council – and the Council calls on all NAMIs to support growth of
consumer leadership. The Consumer Council views the Plan as ―exciting,
inclusive and inspiring‖ and is particularly thrilled with Goal 5, KRM 1 (routine
involvement of advisory groups in accomplishing Plan). In addition, the Council
supports: providing technical assistance throughout NAMI; using NAMI CARE as
a training model; development of self-directed learning models; and, mentoring.
The Council’s EMO (Education, Mentoring, & Outreach) committee wants to take
a lead role in achieving Goal 7 (emphasis on most ill and vulnerable). Council
members also look forward to working on outreach to diverse populations (Goal
3) and working with the other advisory groups to support NAMI.

Terry Russell closed the session with a rousing presentation on behalf of the
Executive Directors Group (EDG). The EDG looks forward to implementing the
Plan and strengthening the NAMI movement through those efforts. Pilot projects
and task forces have been important means by which to advance NAMI efforts.
EDG encourages all NAMI leaders to look to the President’s New Freedom
Commission report to shape advocacy, even in the face of the challenges of
budget crises. Terry closed with a quote from and tribute to Dr. Martin Luther
King, Jr.: ―The ultimate measure of a man is not where he stands in moments of
comfort and convenience, but where he stands at times of challenge and
controversy.‖ Terry reiterated that the measure of our success will be in how we
manage this process and keep communications open.

The Board and Strategic Planning Group (SPG) received kudos throughout the
conference for the efforts they put into making the planning process inclusive,
transparent, and interactive. A precedent has been set for collaborative planning
and organizational development.

Town Hall Calls

NAMI Board members hosted ―town hall‖ conference calls on all seven strategic
goals over the course of 5 weeks in February and March. The calls were
intended to continue the interactive dialogue that was established in the planning
process, provide an opportunity for NAMI leaders to hear about activities
currently underway that support the goals and KRMs; hear suggestions regarding
implementation; and encourage networking among NAMI leaders who share
interests and expertise. A summary of each call was posted on NAMInet and
distributed to each participant, the Board, and National Staff. The calls were very
well received by those who participated.


Budget and Planning Process

Planning for FY2004-2005 began at the National office in February with the
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Strategic Plan forming the basis for work plan development. Teams were given
worksheets with which to begin a budgeting process built around plans to
implement strategic goals and KRMs. The Planning Committee and other Board
committees will provide guidance and help set priorities in Plan implementation
given NAMI’s current circumstances.

NOTES: June 2004

This report captures highlights of activity from February - May 2004 in support of
NAMI’s 2004-2005 Strategic Plan. Recent accomplishments toward specific
KRMs are itemized, as are allocations of staff and budget resources.

The first five months of implementation of the new plan were challenged by a
25% reduction in staff and major budget adjustments necessitated by a revealed
deficit. Combined with cash flow challenges, these circumstances have slowed
recent implementation of some KRMs and will require similar constraints in
FY2005. Until final revenue projections for FY2005 were available, planning was
difficult and in many cases is still evolving. Where appropriate, delays in
implementation have been noted.

Staff have been challenged to find alternative and less expensive means of
achieving specific KRMs and the overall spirit of the Plan. An increased
emphasis on cross-team implementation has proven to be both effective and
efficient: future implementation will involve further collaborative efforts. Staff
have looked for leveraged activities -- those efforts that can support more than
one KRM at a time -- and have identified areas that may be implemented when
additional funding and staffing may become available.

NOTES: September 2004

This report captures highlights of activity from May - August 2004 in support of
NAMI’s 2004-2005 Strategic Plan. By mid-September 2004, we will have
reached the 1/3 mark of the two-year plan -- putting us In the infancy of the
Plan’s work. NAMI remains dedicated to the Plan and will work toward achieving
its goals and key result measures, but staff understand that we may not actually
achieve everything contained within the Plan by December 2005.

This reporting period includes both the close of FY2004 and the start of FY2005.
The 2004-2005 Strategic Plan, as approved, was an ambitious planning
document that assumed annual budgets well in excess of the current budget.
NAMI’s FY2005 Board-approved budget includes the activities reported upon
here, but precludes others. Where appropriate, budget-delayed implementation
has been noted. Staff continue to seek means of achieving the Plans’ goals in
cost-effective and efficient ways. Leveraging activities -- ―killing two birds with
one stone‖ -- has proven a critical implementation strategy, but it significantly
complicates cost tracking of individual key result measures (KRMs). As the Plan
directs, KRMs have been important foci for grant-writing and development
activities, with the explicit hope of making more of the Plan possible in the short
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term.

Given the fragility and fluidity of NAMI’s finances and cash flow coming in to
FY2005, implementation planning metrics have been difficult to establish.
Planned and approved activities are still subject to cash flow constraints and staff
have continued to exercise remarkable flexibility in adjusting plans to
accommodate the realities of available funds.

Staff remain dedicated to transparency in reporting, both within the office and --
most particularly -- with the Board. Rather than assign percentage-toward-
completion assessments, which are highly subjective and susceptible to
manipulation, we offer narrative report on activities as evidence of progress.
Much to the credit of NAMI’s Plan and planning process, strategic planning as a
tool has clearly penetrated staff thinking: several teams have worked to develop
their own strategic plans in concert with the over-arching national plan and team
leaders consistently look to the Plan for guidance and direction.

NOTES: November 2004

This report captures highlights of activity from August - November 2004 in
support of NAMI’s 2004-2005 Strategic Plan. By mid-December 2004, we will
have reached the ½ way mark of the two-year plan. NAMI remains dedicated to
the Plan and will work toward achieving its goals and key result measures.

NAMI’s FY2005 Board-approved budget includes the activities reported upon
here, although some budgeted efforts have not been undertaken due to cash
flow constraints. Where applicable, budget-delayed implementation has been
noted. Staff continue to seek means of achieving the Plans’ goals in cost-
effective and efficient ways. The Board expressed its understanding of the
circumstances surrounding the Plan’s implementation and has provided direction
in areas where delayed implementation seems appropriate.

At the September 2004 meeting, the Board asked staff to develop a plan for
advancing implementation of Goal 7, which was identified by staff and Planning
Committee members alike as an area in need of greater focus. Staff has
convened a Goal 7 Workgroup, under the leadership of Ron Honberg, to develop
a targeted work plan. The workgroup draws particularly on NAMI’s Action
Centers (Multicultural, Child & Adolescent, and Legal) as a means of elevating
their visibility and encouraging cross-fertilization of their work. Together with
members of the Education, Training & Peer Support Center, STAR Center and
Communications, the workgroup is establishing a baseline of current/existing
activity that it views as supporting the Goal (programs such as Family-to-Family,
Peer-to-Peer and Provider Education, ACT, and others) and against which future
progress can be measured. This report includes exciting new activity as
reportable progress toward the KRMs of the goal. In addition, the Workgroup is
identifying one or two focus areas around which it will combine efforts toward
several KRMs. Workgroup members are excited about this collaboration and
view Goal 7 as ―the heart of who we are at NAMI‖ with, as one workgroup
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member put it, a ―strong moral sense of responsibility‖ for accomplishing this goal
and serving those who are most ill and at risk.

As staff works to measure progress, limitations of the current plan are revealed.
Some KRMs lend themselves more readily to quantifiable measurement than
others. This is a perhaps-inevitable consequence of NAMI’s collaborative
planning and document preparation process, but should be kept in mind for
future planning efforts.

NOTES: January 2005

This report captures highlights of activity from December 2004-January 2005 in
support of NAMI’s 2004-2006 Strategic Plan. The terminus of the Plan was
extended at the December 2004 Board meeting, putting the close of the Plan in
December 2006, rather than December 2005. This allows more time for the
important goals of the Plan to be accomplished. A mid-course review of the Plan
will be undertaken in the spring of 2005. NAMI remains dedicated to the Plan
and will work toward achieving its goals and key result measures.

Given the relatively short period between this report and the last update – and
having major holidays within that period – there is some, but not substantial, new
activity to report. As the Planning Committee contemplates its mid-course
review, the following notes on the Plan’s emerging themes (pgs. 12-14 of Plan)
may shed a different light on how the Plan’s vision has shaped activity at NAMI
National in the last year. Most notable progress among these themes:

Cultural Competence: The MAC (Multicultural Action Center) has led the way
in building cultural competence within NAMI, through staff and Board trainings,
as well as in educational programs (Family-to-Family and Peer-to-Peer in
Spanish). The African American Symposium last summer and the upcoming
Asian American Symposium both help to make NAMI more aware of the unique
features of these communities as well as position us well in regard to these
constituencies. While we appreciate the appeal and value of international visits
and outreach, we’ve kept our ―eyes on the prize‖ of making NAMI more relevant
and helpful in diverse communities within the US. Work as a subcontractor with
ADS Center (SAMSHA’s Resource Center to Address Stigma and
Discrimination) has also focused on outreach to and being competent in diverse
communities, including Native Americans. The current administration has also
made a clear prioirty of outreach in Latino communities.


Inclusion and Representation of the Broad Spectrum of “Life Experiences”
The more thoughtful and thorough inclusion of Veterans is the best example of
the year’s efforts to include and address a broader spectrum of life experiences
in NAMI’s work. In addition, the STAR Center’s teleconference on gay/lesbian/
bisexual/ transgender issues in recovery was another important step toward this
wider view. Recent focus on Goal 7 and the needs of those in long-term care
(including those in often-overlooked rural communities) also reflects the
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importance of this theme. Staff view this emphasis as an important extension of
the focus on cultural competence.

Balance of Healthy Interdependence and Culture of Innovation: 2004 was
nothing if not a year of innovation. All levels of NAMI demonstrated their
appreciation of our interdependence as State and Local groups responded
enthusiastically to new initiatives from National, including the online auction and
partnerships in online membership pilots and Walk share agreements. National
staff focus has been very much on finding what works by encouraging ―all hands
on deck‖ (at least for a while) and recognizing that the best ideas may come from
the least expected sources. Eyes and ears have been purposefully kept open.

Communication: Partly of financial necessity, and partly because it appears to
be our inevitable future, NAMI National moved more aggressively into e-
communications in the last year. The Communications Audit Project (CAP)
reviewed all NAMI communications and helped identify areas for improvement
and enhancement. National Executive Director has also encouraged more
communication with Council leaders (for example, regular conference calls with
EDG), building of Friday Facts, and refinement of other communication channels.
Further effort here would be well-placed.

Accountability & Data Collection: The shortcomings of our data collection
capacity, particularly in terms of membership and donors, have become
increasingly clear in the last year. Future Plan implementation and FY2006
budget planning will include recommendations in this regard. Creation of other
office management systems (PO system, new payroll/timesheet system) and
upgrades to data collection practices have also helped program staff and
administration keep track of everything from number of IOOV audience members
(29,000 in 2004) to dollars collected online in December ($36,737).
Accountability for planning and spending have been dominant themes, and will
remain disciplines for all National staff.

NOTES: June 2005

This report captures highlights of activity from February 2005 – June 2005 in
support of NAMI’s 2004-2006 Strategic Plan.

A mid-course review of the Plan was undertaken in the spring of 2005.
Stakeholders involved in development of the plan, Planning Committee
members, and the executive committees of NAMI’s four advisory groups (State
Presidents Council, Consumer Council, Veterans Council, and Executive
Directors’ Group were all invited to comment and convene by conference call
with Lynn Borton to discuss the Plan and any recommendations they might wish
to make. The report of these discussions and surveys was presented to the
Planning Committee. Any amendments to the Plan will be made based on
Planning Committee review of that report (June Board meeting – interim report
attached).

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This quarterly report also coincided with the staff budget planning process,
Executive Committee review, and ultimate approval of NAMI National’s FY2006
budget. Projections and allocations for efforts coming in the next fiscal year are
often mentioned within this report, as preliminary work has already begun in
many cases. The Plan featured heavily in staff planning and is reflected in the
budget in the following ways:

   Department/teams reviewed and addressed areas of the Plan that seemed
    most opportune for pursuit in the coming fiscal year.
   Department/team directors were deeply involved in the budget development
    process this year, ensuring a higher level of understanding of the costs
    associated with program implementation and basic operating expenses. This
    level of engagement will encourage directors to have more ―ownership‖ on
    their expenses and associated revenue – and thus be more strategic in their
    spending.
   Staff are explicitly encouraged to look for funding opportunities to underwrite
    specific program components. (Goal 4, KRM 5).
   Scholarships and grants were substantially increased (Goal 5, KRM 5)
   Development of concept and budget allocation for a CIT Resource Project
    included (Goal 1, KRM 6)
   Aggressive plans (but conservative projections) regarding diversification of
    funding sources (Goal 4, KRM 1)
   A ―summit symposia‖ pulling together participants from NAMI’s African
    American, Latino, Asian American and Native American symposia is planned
    for the 2006 Convention (Goal 3, KRM 2)
   Leveraged activity will allow for accomplishment of multiple KRMs with limited
    funding (for example: the fall Leadership Institute will be held in conjunction
    with a Medicaid training session, for which travel funding is available, thus
    underwriting expenses)

NOTES: August 2005

The Convention offered a unique opportunity to share the Plan and news of its
progress, both through making copies available in ―NAMI Land‖ and the Board’s
―Drop in Room‖ as well as BOD President Margaret Stout’s report to the
membership at the Annual Business Meeting.

The launch of a new fiscal year has freed staff to begin implementation of some
activities previously on hold. Fall is, however, typically a ―dry‖ season at NAMI
National, so staff is progressing with caution in implementation, seeking to
ensure funding is available for planned activity. Addition of new staff will enable
greater activity in many areas (Development, Walk, CIT, Veterans, Center for
Leadership Development).

NOTES: NOVEMBER 2005

This report captures highlights of activity from August - October 2005 in support
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of NAMI’s 2004-2006 Strategic Plan. This busy period was dominated by both
expected early fall activity, such as MIAW, NAMIwalks, fall Leadership Institute
preparations, and the gala, as well as unanticipated events like Hurricane
Katrina.

Hurricane Katrina, as devastating as it was, offered NAMI and opportunity to
function precisely as the 2004-2006 Strategic Plan had envisioned:
collaboratively, across all levels, in a spirit of ―healthy interdependence.‖
National staff moved quickly to open communication channels in a region whose
entire communications infrastructure had been eviscerated, offering conference
call capability and regular venues for information exchange and support.
Responding to a genuinely human need to help, National created mechanisms
by which NAMI members could help NAMI folk directly, by creating both online
and bank-based giving opportunities. The NAMI resource manual quickly
became a critical element in families’, consumers’ and providers’ ability to
function in the face of the crisis.

The Strategic Plan’s Goal 5, Key Result Measures (KRM) 2 & 5 specifically
speak to developing the kinds of coordinated systems within states and
provisions of grants and technical assistance to states that NAMI’s Hurricane
Katrina response embodied. In addition, Goal 7’s emphasis on addressing the
needs of those most ill and most at risk was borne out as Hurricane Katrina’s
wrath was felt most acutely by those with the fewest resources with which to
respond. Basic needs such as food and shelter became the stuff of NAMI’s
focus in the storm’s aftermath.

Similarly, the CATIE study release put NAMI’s advocacy to the challenge.
Having always stood by science and the newer medications, we found ourselves
confronted with arguably the worst possible spin on CATIE’s first phase release.
Remaining true to our evidence-based convictions *and* our family/consumer
perspective, we fought hard to shape the discussion around CATIE’s findings –
and to stop the hemorrhage of formularies too soon constricted based on a
single portion the study.

Preparations for the State Report Card continue apace and also offer an
excellent opportunity for team integration. Joyce and the education team have
been important contributors to development of the report, positioning family and
consumer education at the heart of our systems advocacy (Goals 1 & 2
combined).

This integration of teams and ―cross-platform‖ approach has been a hallmark of
recent months, as a premium has been placed on collaboration and internal
communication. Now well beyond the crisis mode of last year, the staff is eager
to ―get on with it!‖

NOTES: February 2006

This report captures highlights of activity between November 2005 - February
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2006 in support of NAMI’s 2004-2006 Strategic Plan. This reporting period was
dominated by ―Grading the States‖ – NAMI’s much-anticipated state ratings
project which called upon almost every team within the organization and served
as an organizing force through most of the winter. Tremendous credit goes to
the many staff members who made the final product possible.

―Grading the States‖ supported every goal of NAMI’s current strategic plan.
Preparation and release of the report:
   o Drove public attention to the needs for systems transformation
   o Empowered families, consumers and advocates through emphasis on
      their role in systems change and recovery outcomes
   o Created platforms for new leadership and shone bright lights on diverse
      and under-served community needs
   o Opened doors to new funding opportunities
   o Strengthened close working relationships across all levels of NAMI
   o Brought the public’s attention to crisis intervention, comprehensive
      treatment and supports, and the hope of recovery
   o Focused public attention on the most vulnerable and neglected individuals
      living with mental illness.

From a purely internal and functional perspective, the report also provided an
opportunity for staff to work especially intensively across team lines toward
shared goals. New staff had unparalleled – and perhaps unenviable –
opportunities to integrate and engage at substantial levels early in their tenure
here. More seasoned staff had the sheer thrill of creating something quite
monumental and important for the NAMI movement.

While the report took shape, so have our plans for the next strategic planning
process. As we evaluate progress on this plan, our attention is also turning to
how to shape the next plan as an effective and visionary management tool going
forward. The 2006 Strategic Planning Group has been named and will convene
for the first time at the March Board meeting.

NOTES: June 2006

This report captures highlights of activity from March - May 2006. This quarter
focused both forward and back -- reflecting and building on the remarkable and
substantial impact of the winter’s Grading of the States report, and looking ahead
to NAMI’s next fiscal year, when many efforts that have been set aside over the
last two years will finally be realized.

In the early spring, NAMI organized around the state report, equipping states to
confront their service delivery systems with the data we collected. As the months
have passed, we continue to work with states to address the lasting impact of the
report. We have people’s attention, which is as it should be.

We’ve coupled that systems advocacy with a focus on critical benefits changes in
Medicaid and Medicare Part D. The Policy team’s aggressive grassroots
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education and partnership with others in this area have proven pivotal.

At the same time, our efforts to build capacity at the state and local levels have
seen substantial progress, both in terms of the capacity grants we were able to
distribute this spring (and the substantial increase proposed for next FY) and in
our education programs’ hugely successful spring training institute. Increasing
numbers of diverse leaders are being trained to bring these critical programs into
the field. Even as we have documented the failings of the systems around us,
we have attempted to strengthen ourselves at the very roots.

The proposed FY07 budget reverberates with these themes. Investment in the
―roots‖ was a major planning theme, as were outreach and inclusion. The
upcoming ―Eliminating Disparities‖ Summit brings 4 years of work together and
launches the next generation of NAMI’s work in addressing needs of under-
served and minority populations. The strengthened and multi-faceted Leadership
Institute includes now teleconferences and extensive Web-based resource
archives. Given all this progress, we hope and expect to demonstrate significant
progress in Goals 3 & 5 in the coming six months.

At last, elements of Goal 4 feel genuinely within our grasp, as we have continued
to work this quarter to be better positioned for greater funding diversity,
especially with success in cultivating NAMI’s under-utilized major donors. These
planning and positioning efforts will pay off in the next FY. The Walk continues to
be tremendously important as a growth and diversification strategy, but also in
capacity building. We’ve moved the Walks into an even closer working
relationship with the Center for Leadership Development with this goal in mind.

And, finally, although it has taken a different shape than the Plan originally
envisioned, NAMI’s attention has clearly focused on serving the needs of those
most ill and most at risk (Goal 7) through the Campaign for the Mind of America
and its intensive work in Medicare, Medicaid, and the Grading the States’
attention to state service systems.




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                         STRATEGIC GOAL #1

People living with and recovering from mental illness
have access to and benefit from evidence-based and
emerging science-based practices in substantially
improved mental health care systems that embrace
family and consumer support and education.
Lead Staff: Ron Honberg
with Darcy Gruttadaro, Andrew Sperling, Elise Resnick, Joel Miller, Abby Graf,
Stuart Broad, Ken Duckworth, Mary Giliberti, Steve Buck, MaJose Carrasco,
Elizabeth Edgar, Patricia Braun
see Policy Team quarterly report for additional activities

KEY RESULT MEASURES:

1. At least three (3) additional Action Centers have been developed in the
National office to support grassroots advocacy, education and support.

June 2004 accomplishments:

   Multicultural Action Center created with appointment of MaJose Carrasco as
    Director, February 2004; public ―launch‖ of Center will occur at New Freedom
    Commission Forum, June 2
   The C&A Action Center and MIO Center are working on a joint project to raise
    awareness about youth

FY04/FY05 resourcing:

   staff: Multicultural Action Center - MaJose Carrasco, Belen Assusa (1/2 time)
   FY2005 budget includes: departmental budget for Multicultural Action Center
   STAR Center focus on diversity has enabled effort in this area that would
    otherwise not have been possible given current financial constraints

August 2004 accomplishments:

Child & Adolescent Action Center:
 National Press Club event to release the NPRI Task Force Report on
   Children and Psychotropic Medications. NAMI receives many media calls
   and inquiries related to the report;
 NAMI works with the Center for the Advancement of Children‘s Mental Health
   (Peter Jensen, M.D. –Director) to prepare a funding proposal to submit to the
   Annennberg Foundation for a joint book project on children‘s mental health.
 Darcy Gruttadaro invited to participate in a 1-day MacArthur Foundation
   meeting on evidence-based practices for children and adolescents with
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   mental illnesses.


Multicultural Action Center
 June 2 in Los Angeles, CA: a multicultural symposium to plan ways to
  improve services in accordance with the recommendations for the New
  Freedom Commission (NFC).
 June 16-18 in Austin, Texas: bilingual conference on Latino access to mental
  health care. May 11 in Maine on assertive community treatment as an
  evidence based practice
 California IDIQ visit to discuss children mental health issues.
 August: National Health Care Forum for Latino State Legislators. Mike
  Fitzpatrick and Fred Sandoval presenting.

November 2004 Accomplishments:

Child & Adolescent Action Center:
 NAMI published a dedicated column on children‘s mental illnesses on the
   Guidance Channel web site, which is dedicated to providing school
   professionals with information to use in the schools. Darcy Gruttadaro
   prepared articles during September and October to help school professionals
   better understand early onset mental illnesses.
 NAMI prepared a statement and presented it for the House Energy and
   Commerce Oversight and Investigation hearing on the safety of using
   antidepressants for children and adolescents.
 NAMI met with Laurie Garduque of the MacArthur Foundation at the NAMI
   office to ask for support for funding NAMI‘s work on children and adolescents.
   Laurie requested that NAMI submit a concept paper to MacArthur for funding
   to help support NAMI‘s work on our evidence based practice (EBP) initiative.
 Darcy Gruttadaro attended a conference at the Carter Center on transforming
   the nation‘s children‘s mental health system
 The Scientific Council has been actively engaged in NAMI‘s efforts to inform
   decision-makers on the issues surrounding the use of SSRIs. In that vein, a
   booklet has been developed to educate families on SSRIs. The document
   encourages increased interaction between physicians, their patients and
   families so that treatment decisions are made in the context of best clinical
   knowledge in order to suit each family‘s situation. Other projects that are
   underway include:
    Examining the role of pediatricians in prescribing SSRIs to help promote a
       better flow of information to the pediatric setting on the use of SSRIs.
    Advocating for increased research into the effect of SSRIs on ethnic
       minorities and ways in which to more fully incorporate minorities in
       research.
    Meeting with purchasers to advocate for changes in reimbursement
       practices that discourage physicians from more closely monitoring
       patients.


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Multicultural Action Center
 see Goal 3 for full report on MAC Activity highlights relevant to Goal 1 include:
 Translated Medicaid article for Winter Advocate.
 Published African American and Asian American community fact sheets
  (Available online and distributed to NAMI MAC networks).
 Kathryn McNulty spent a week in Mexico offering the Peer to Peer training.
  INGENIUM, a NAMI MAC partner organization, is currently translating this
  program into Spanish. Consumers are doing all translation and adaptation.
 Translated STAR Center‘s information and provided Spanish language
  materials for STAR‘s web site.
 Launched NAMI MAC‘s African American E-news. There are 200 people on
  this email list.
 TAMI, a NAMI MAC partner organization in Taiwan, has translated more
  NAMI materials into Mandarin. After review, these materials will be available
  on line and publicized through different sources.

Legal Action Center:
 Anti-stigma and Discrimination Resource (ADS Center). NAMI is
   subcontracting with ORC/Macro to manage SAMHSA‘s ADS Center, a
   resource center established to provide technical assistance, develop resource
   materials, and engage in communications/marketing strategies to combat
   stigma and discrimination towards people with mental illnesses and their
   families/supporters. NAMI‘s involvement in this project will be a collaborative
   effort involving the Communications/Marketing team, the Policy Team, the
   Multicultural Action Center, and the Education Department.
 Survey on legal tools to assist with mental health treatment: Psychiatric
   advance directives have emerged as a promising tool to enable consumers,
   when competent, to indicate their treatment preferences and to designate
   trusted family members or friends to act as surrogate decision-makers should
   they lose capacity to make informed treatment decisions. NAMI is engaged in
   discussions with the Duke Services Effectiveness Research Program (SERP)
   on the development of a project to survey consumers and family members on
   attitudes and experiences with these tools. More information about this
   project should be available shortly.
 Pending Amicus Curiae Brief – We have agreed to submit an amicus curiae
   brief in a case pending in the Third Federal Circuit challenging the deportation
   of a woman with mental illness who has been a legal resident in this country
   for 47 years. The woman, who was convicted and served a term in prison for
   a felony committed while she was psychotic, is a legal resident alien but
   never obtained her U.S citizenship.
 Publications - Articles on decriminalizing mental illness and employment (for
   the NAMI Advocate) and, with Darcy Gruttadaro, on juvenile justice issues
   (for Corrections Today).
 Consultation – Ron Honberg and Joel Miller provided consultation to George
   Washington University‘s Center on Health Services and Research and the
   Lewin Group on joint projects evaluating managed care trends in both public
   and private sector mental health services.
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January 2005 accomplishments:

No new reportable activity since November 2004. See Goal 3 for MAC activity;
see Goal 2 for CAAC activity.

June 2005 accomplishments:

   Multicultural Action Center (MAC) – established 2004; MaJose Carrasco &
    Jennifer Weiss
   Child and Adolescent Action Center – established 2003; Darcy Gruttadaro &
    Patricia Braun
   Law and Criminal Justice Action Center – in development; includes CIT
    Resource Project, newly established for FY2006, with ½ half dedicated staff
    person
   Veterans Affairs Action Center – in development; included in FY2006 budget,
    with ½ dedicated staff person
   NAMI‘s Center for Education, Training and Peer Support has come to
    consider itself an ―action center‖ as staff has become increasingly active in
    advocating for family and consumer education within the public policy arena
    (see Goal 2, especially KRMs 3 & 4) – Joyce Burland, Lynne Saunders,
    Kathryn McNulty, April Suhar, Monique Lewis, Marshall Epstein, Joe Harris,
    Lorener Brayboy

August 2005 accomplishments:

   Pre-existing Action Centers:
     Child and Adolescent Action Center – Darcy Gruttadaro, Director
     Multicultural Action Center – Maria Jose Carrasco, Director
     Law and Criminal Justice Action Center – Ron Honberg, Director

   Creation of CIT Action Center with start of new fiscal year. Interviews for
    staffing have begun and review of survey input and shared curriculum
    continue. Summer interns are supporting staff efforts in this area.

   Veterans‘ Affairs Action Center also begins with new fiscal year. Interviews
    for staff are underway; Veterans‘ Council continues to be closely involved in
    planning.

November 2005 accomplishments:

Multicultural Action Center – see Goal 3 for highlights this quarter.

Child and Adolescent Action Center – see below and Goal 2 for highlight this
quarter.

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NAMI Legal Center – Telephonic resource on legal issues and lawyer referrals,
continues to respond to numerous calls on a daily basis, more than 7,000 calls
have been received since the creation of this project.

February 2006 Accomplishments:

NAMI‘s Action Centers include:
o Child & Adolescent Action Center - Darcy Gruttadaro, team lead (see Goals
  1 & 2)
o Multicultural Action Center – Maria Jose Carrasco, team lead (see Goal 3)
o CIT Action Center – Bonnie Sultan, lead (see KRM6 below)
o Veterans Affairs Action Center – Frank Dawson, lead
o Legal Action Center - Ron Honberg, team team (see below)

We have also come to think of our education and programs as an Action Center,
given the extensive support and training the team provides in the field (see Goal
2).

June 2006 Accomplishments

see notes below for news of NAMI Action Centers:
 Child and Adolescent Action Canter (C&AAC)
 Multicultural Action Center (MAC)
 Legal Action Center
 CIT Technical Assistance Resource Center
 Veterans Affairs Action Center




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2. TRIAD (Treatment/Recovery Information and Advocacy Database) has
become established as the vehicle for measuring state and other systems’
effectiveness and has published and distributed annual reports to key
opinion leaders, policy makers, major media, and NAMI’s state
organizations and local affiliates.

June 2004 accomplishments:

   In conjunction with the American College of Emergency Physicians, the
    American Psychiatric Association and the National Mental Health Association
    released a national survey showing more than 60 percent of emergency
    physicians are seeing an increase in patients with psychiatric emergencies in
    emergency departments in the past six to 12 months.
   TRIAD database reports were developed for the five states in which the
    Campaign for the Mind of America was launched (West Virginia, Florida,
    Kentucky, Maine, and Massachusetts).
   The Roadmap to Recovery and Cure research taskforce report was
    successfully released and disseminated broadly, including to members of
    Congress, executive branch officials, scientific leaders, the NIMH scientific
    council, and NAMI members.
   The Evidence-Based Practice report is nearing completion and will be
    released this summer.

FY04/FY05 resourcing:

   staff: Laura Lee Hall, Abigail Graf, interns
   FY2005 budget includes: continuing TRIAD support, reports, reduced printing
    costs with expectation of increased use of electronic and Web-based
    information transfer

August 2004 accomplishments:

   Much effort has gone into data collection in August months; data is now being
    cross checked with state authorities and will be distilled for future use.

November2004 Accomplishments:

   Over the last year, NAMI has been collecting detailed information on the
    progress that states have made in implementing the six evidence-based
    practices contained in the SAMHSA EBP Toolkit as well as other important
    practices such as jail diversion and supported housing. A comprehensive
    report will be issued in March 2005 that will identify the state of
    implementation of EBPs around the nation, funding of services and the
    environmental context in which these services are provided to people with
    serious mental illness.



                                                         NAMI 2004-2006 Strategic Plan
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January 2005 accomplishments:

   Data collection is almost complete. Every state mental health department
    and state NAMI office has been approached several times about providing
    data on the implementation of evidence-based practices (EBPs) in their state
    system.
   Experts in the field of EBPs have been consulted and have helped NAMI
    create a method for evaluating the data.
   Data analysis and report writing have begun, led by Joel Miller and Abigail
    Graf. Both internal and external experts in each EBP will be consulted to
    ensure accuracy of the data and to provide guidance.

June 2005 accomplishments:

    Team Leads: Ron Honberg, Steve Buck with Abby Graf & Ken Duckworth

   Interviews with leaders in each state have begun to collect additional data for
    the TRIAD/state ratings report. So far, six interviews have taken place and
    profiles are being written for each state‘s mental health system and
    implementation of evidence-based practices.
   A work-group of Ron Honberg, Steve Buck, Ken Duckworth and Abby Graf
    will be meeting next week to discuss the progress so far and settle on a
    model format for the state profiles.
   NAMI leaders from each state will be interviewed throughout the summer to
    inform the development of profiles.
   A final report card of each state‘s public mental health system will be released
    by the next Leadership Conference in November 2005.

August 2005 accomplishments:

   A team of NAMI National staff members, including Ron Honberg, Abby Graf,
    Steve Buck, Dr. Ken Duckworth, Elise Resnick and Elizabeth Edgar, are
    writing profiles for each state. Dr. Robert Hilt, a fellow in child psychiatry
    working with Dr. Duckworth, has also joined this team on a limited basis. On
    September 19th and 20th, the team will convene in Arlington for a 2-day
    meeting to prepare for the release of the report.

   Each state profile will be composed of six main sections: public mental health
    system overview and the need for services; Medicaid; quality of data;
    evidence-based practices; hospitals; and commitment to improving public
    mental health systems. A methodology for comparing states in each of these
    sections is still under development. Profiles will reflect information gathered
    from NAMI affiliates, state mental health authorities and other outside
    sources.

   HSRI (Human Services Research Institute) has offered free consultative
    services to assist NAMI with the development of the report. NAMI anticipates
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    that HSRI will be of assistance in helping to refine the methodology section of
    the report. This will be of great use in defending the report‘s findings in the
    media and with policymakers.

   The anticipated release date for this report is November 2005 at the NAMI
    Leadership Institute in Nashville, TN.

November 2005 accomplishments:

The State Report Card framework is nearly complete. The framework outlines
our grading criteria and the 50 key indicators we will use to assess each state‘s
adult public mental health system. Each indicator will be worth 2 total points,
with a perfect score of 100 points for any state. A variety of topics are included in
the framework, such as: medications, Medicaid policies, hospitals, evidence-
based practices, access to services, housing, jail diversion, consumer and family
involvement, workforce development and multicultural outreach. NAMI‘s
evaluation of these areas will represent 80 percent of each state‘s final grade.

The remaining 20 percent of each state‘s grade will be derived from NAMI‘s
Consumer and Family Test Drive. NAMI National has contracted with NAMI New
Hampshire to operate a team of 5 consumers and 5 family members who will
attempt to interact with each state‘s mental health authority through phone calls
and visits to websites. The team will test the accessibility of basic information on
treatments and services in each state and will assess how ―user-friendly‖ each
state‘s system is for consumers and families.

NAMI has gained feedback on the State Report Card framework from several key
constituencies. Two open forum calls were held with NAMI state leaders to test
the validity of the framework with our grassroots membership. The Evaluation
Center at HSRI (Human Services Research Institute) has provided free
consultation on the methodology of our grading criteria, and several other key
experts (Drs. Ken Minkoff and Chris Cline) were contacted for their input and
feedback.

NAMI will soon be in contact with each state‘s mental health authority and NAMI
affiliate to collect data and prepare state profiles. The final report is anticipated
for January, 2006 as an advocacy tool for NAMI members at the start of the next
state legislative season.

We have been busy confirming 2005 F2F class data with all 46 state
organizations in preparation for its inclusion in the upcoming NAMI State Rating
Report.

The five members of the Annapolis Coalition Executive Committee reviewed and
rewrote the 5 questions in the workforce section of the State Ratings Report.


February 2006 Accomplishments:
                                                            NAMI 2004-2006 Strategic Plan
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The report, entitled ―Grading the States 2006: A Report on America‘s Health
Care for Serious Mental Illness‖, was released on Wednesday, March 1. The
report provides a detailed accounting of a national mental health system that is,
in the words of the New Freedom Commission, ―in shambles.‖ The overall grade
for the U.S. is a ―D‖. More than half the states receive ―D‖ or ―F‖ grades. There
are no ―A‘s‖. Only five states receive ―B‘s‖.

The 250 page report analyzes each state‘s system of services for adults with
serious mental illnesses, based on 39 specific criteria. The mental health system
has changed significantly since NAMI released its last State Ratings report in
1990 – today, many state agencies and systems other than the state mental
health authority are involved in the provision of services, including Medicaid,
corrections, housing, and social services. We considered all of these
components in arriving at state grades.

A particularly interesting aspect of the report was the ―Family and Consumer Test
Drive,‖ an evaluation of each state‘s capacity and willingness to respond to
consumers and family members with questions about serious mental illnesses,
treatment options, community resources and other vital information. 80% of
states received less than half of the total possible score on the test drive. In one
case, a state agency employee told a consumer: ―No, I don‘t want to help you.‖

Information for the report was generated in a number of ways. Collaboration
between the NAMI national staff and grassroots NAMI leaders was vital to the
process. Preliminary drafts of state narratives were reviewed by state leaders
and their input was incorporated into final drafts.

Participants in the press conference announcing the release include:
o Actress Patty Duke
o Suzanne Vogel-Scibilia
o Mike Fitzpatrick, and
o Ken Duckworth

As this report is being generated, the media coverage for the report has been
substantial. Clippings and updates will be available at the time of the Board
meeting.

http://www.prnewswire.com/mnr/nami/23760/
MultiMedia News Release was forwarded to friends and contacts in the media,
particularly television and radio, providng them a catalogue to prepare a story
with many options. Included on the release was a produced story, B-roll, and
sound bites along with a link to the report.

June 2006 Accomplishments

Interest and activities related to the Grading the States report continues.
Presentations on the report have been given at a number of meetings and
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conferences, including the American Psychiatric Association, the Council of State
Governments, the National Council for Community Behavioral Healthcare, and
the National Council of County Behavioral Health and Developmental Disabilities
Directors. NAMI staff have provided technical assistance to many NAMI affiliates
and members on how to best utilize the report for advocacy purposes.

Follow-up work to the Consumer and Family Test Drive has begun. A small work
group has been created to conduct further research about information
accessibility within public mental health systems. Additional analysis of Test
Drive results, along with new research on the subject, will be released within the
next few months to a peer-reviewed journal. The paper will focus on best
practices in mental health information accessibility, highlighting certain state
websites and phone systems, and will include practical tips for state mental
health departments.

Efforts are underway on follow-up strategies to maximize the value of the report
as an advocacy tool at state levels. Specific training on using Grading the States
as an advocacy tool will be provided at the 2006 Leadership Institute in
November. Grassroots leaders will be provided with ―Checklists for Change‖ to
be used in state advocacy activities. Additionally, a listening session has been
scheduled at the NAMI Convention to elicit feedback from grassroots leadership
on how the report might be used to serve their advocacy purposes.

Finally, conversations with stakeholders in the mental health field are continuing
to gain feedback on the report and its methodology. Feedback is being compiled
to improve the process for the next report.




                                                         NAMI 2004-2006 Strategic Plan
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3. NAMI has achieved three (one national and two state-based) significant
or ground-breaking policy initiatives with national implications.

June 2004 accomplishments:

   Efforts continue with parity
   Campaign for the Mind of America has raised access to medication as a
    compelling policy issue in several states
   Success of StigmaBusters continues to build momentum

FY04/FY05 resourcing:

   staff: various -- includes Communications and Policy teams, with support of
    State Relations
   FY2005 budget includes no dedicated funding to this area, but anticipates
    opportunistic media, PR, and advocacy

August 2004 accomplishments:

   On June 9, 2004, the Institute released a task force report on ―Children and
    Psychotropic Medications‖ and a news conference was held to describe the
    findings of the report. Dr. Ken Duckworth served as the keynote presenter at
    the event.

November2004 Accomplishments:

   S. 1194 signed into law! During the last week of October, President Bush
    signed S. 1194, the ―Mentally Ill Offender Treatment and Crime Reduction
    Act‖ into law. This bill will provide desperately needed federal resources for
    jail diversion, correctional mental health treatment, community reentry, and
    training programs. NAMI is working with other mental health and criminal
    justice groups to get funding for this program in the FY 2005 Appropriations
    bill.

January 2005 accomplishments:

No new reportable activity since November 2004

June 2005 accomplishments:

No reportable activity this quarter

August 2005 accomplishments:

No reportable activity since June.



                                                           NAMI 2004-2006 Strategic Plan
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November 2005 accomplishments:

CAAC staff have been providing ongoing direct technical assistance to NAMI AL
on juvenile justice reform, including strategies for outreach to diverse populations
of families with children involved in the juvenile justice system, as wellm as
ongoing direct technical assistance to NAMI FL on state-wide transformation of
children‘s mental health in anticipation of a children‘s mental health summit
scheduled for January 2006.

CAAC continued work on a number of federal legislative initiatives including the
Keeping Families Together Act (to help end custody relinquishment),
Comprehensive Children‘s MH legislation to be introduced by Senator Dodd, the
Health Care Crisis Relief Act and School-Based MH legislation to be introduced
by Senator Kennedy.

Working in collaboration with the Columbia University TeenScreen program to
develop strategies to best address the anti-psychiatry and anti-screening
campaigns targeting children‘s mental health and to educate lawmakers at the
state and federal levels about the benefits of the early identification of children
living with mental illnesses.

NAMI Legislative Roundtable: NAMI hosting event in Charleston, SC October
27-30, 2005; 14 legislators have provided RSVP‘s as of October 14, 2005. Goal
of event is to develop model Medicaid/Mental Health reform language

February 2006 Accomplishments:

Legislative Roundtable:
o Continued networking of legislative leaders who attended NAMI legislative
   conference in Charleston in late October
o Development of model legislative language that can be used in any number of
   states to develop stronger mental health systems of care

Field technical assistance in driving policy initiatives:
o Providing ongoing direct technical assistance to NAMI FL; Participated in a
   Children‘s MH Summit in Orlando, FL in January 2006 on transforming the
   children‘s MH system.
o Providing ongoing technical assistance to a number of NAMI state and
   affiliate offices on school-based MH initiatives and NAMI‘s roll-out of the
   Parents and Teachers as Allies program, all consistent with Goal 4 of
   President Bush‘s NFC report
o Continued work on a number of federal legislative initiatives including the
   Keeping Families Together Act (to help end custody relinquishment),
   Comprehensive Children‘s MH legislation to be introduced by Senator Dodd,
   and the Health Care Crisis Relief Act and School-Based MH legislation to be
   introduced by Senators Domenici/Kennedy
o Working in collaboration with the Columbia University TeenScreen program to
   develop strategies to best address the anti-psychiatry and anti-screening
                                                            NAMI 2004-2006 Strategic Plan
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   campaigns targeting children‘s mental health and to educate lawmakers at
   the state and federal levels about the benefits of the early identification of
   children living with mental illnesses

Shaping public opinion and thought leaders through Letters to the
Editor/Op-Eds:
o Op-ed on NJ and VA budget leadership submitted to Washington Post,
   December 21, 2005 (declined)
o Letter by Mike Fitzpatrick published in NY Times on Medicare/Medicaid,
   January 28, 2006
o Letter by Mike Fitzpatrick published in The Wall Street Journal on Kendra‘s
   Law and treatment, February 22, 2006.

Significant Sampler of Interviews and Placements
o National Journal interview with Mike Fitzpatrick on mental health policy and
   screening. Story to print tbd.
o NBC Nightly News – Mike Fitzpatrick, December 8, Miami shooting incident
o NPR Radio – NAMI Statements on Miami shooting incident, December 9
o Consumer Reports-Money Advisor – What if Mental Illness Strikes Your
   Family, March 2006 edition
o Pitching and placements for NAMI Grades the States HIGHLIGHTS of 40+:
   C-Span, CNN News Programming, Boston Globe, Kansas City Star, Louisville
   Courier, The Oregonian, Indianapolis Star, Associated Press in MD, WV, NJ,
   NY

June 2006 Accomplishments

Media interest in the Grading the States report continues as well. The report is
being used by policy and communications staff as a focal point with the media to
emphasize the inadequacies of public sector services for people with serious
mental illnesses as well as the importance of financing best practices and
services that work in preventing the most negative consequences of untreated
mental illnesses and fostering recovery.

Darcy Gruttadaro worked with the American Academy of Child and Adolescent
Psychiatry (AACAP) to bring 4 NAMI state/family leaders (OH, NJ, ME, GA) to
attend an AACAP meeting and to visit Capitol Hill to advocate in support of
children‘s federal legislation.

C&AAC continued work on a number of federal legislative initiatives including the
Keeping Families Together Act (to help end custody relinquishment),
Comprehensive Children‘s MH legislation to be introduced by Senator Dodd, the
Health Care Crisis Relief Act and School-Based MH legislation to be introduced
by Senators Domenici/Kennedy.

Darcy participated in the first annual National Children‘s Mental Health
Awareness Day on Capitol Hill, which included Mike Fitzpatrick presenting a
statement on NAMI‘s position on child mental health issues and pending federal
                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
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legislation.

We have continued work in collaboration with the Columbia University
TeenScreen program to develop strategies to best address the anti-psychiatry
and anti-screening campaigns targeting children‘s mental health.

New Release and Access reports (AR) are ―barometers‖ of interest based on the
number of journalists who access and view specific news releases on
PR Newswire for Journalists, a password-protected Web site exclusively for
members of the media, serving more than 80,000 registered journalists. Typical
accesses range from a few dozen to several hundred. Public access on other
Web sites is substantially greater.
                                 Number of Releases                 Average
AR/Release
       March-May 2006*                  7                           79
       FY 2006 thru May*               17                           71
       FY 2005                         16                           45
       FY 2004                         24                           21


    Significant Sampler of Interviews and Activity:
   Washington Post Letter to the Editor by Mike Fitzpatrick, re: Grading the
    States, May 2006
   Kaiser Webcast, ,National Journal, Philadelphia Inquirer, New York Times,
    and Washington Post
   Grading the States media measurement recorded the highest single impact in
    NAMI‘s history with impressions of over 25 million readers, viewers and
    listeners nationwide.




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4. Federal and state advocacy champions have been identified, trained, and
mobilized in every state.

June 2004 accomplishments:

   NPRI (Laura Lee Hall) has assisted in developing a training seminar for
    consumers in North Carolina on evidence based practices.
   Plans have been developed for a ―Campaign for Cure and Recovery (C-
    CURE), which will be the mechanism for increased research advocacy.
   Campaign for the Mind of America strategy (targeted issues, press
    conference, media work) with states has built expertise in those states

FY04/FY05 resourcing:

   staff: Katrina Gay, lead on CMA; very effective collaboration between Policy,
    State Relations, and Communications teams; Laura Lee Hall, lead on C-
    CURE
   FY2005 budget does not include dedicated funds for this activity
   major activity and development expected to be deferred to FY2006

August 2004 accomplishments:

   The Institute has developed series of fact sheets provide extensive detail on
    mental illnesses that fall under the heading of mood disorders. One fact sheet
    includes information on the non-interchangeability of psychotropic
    medications, the evidence base on mood disorder medications, and the
    importance of exempting mood disorder medications from restrictive
    formularies.
       Other fact sheets provide clinical and economic data on these illnesses
    across the life span. The fact sheets should be ready for dissemination in
    October.
       Securing Melville Foundation grant to provide Section 8 housing advocacy
    training for leadership in targeted states, to be done by year end
       Follow-up grant from SAMSHA secured for continued training for NAMI
    advocates around Medicaid and Medicare issues

November 2004 Accomplishments:

   The NAMI Policy Research Institute has issued to advocates ―Facts on
    Access to Medications for Depressive, Bipolar, and Anxiety Illnesses: The
    Policymaker’s Resource‖. The resource guide is an additional tool for use by
    NAMI advocates who are working with state policymakers and legislators to
    preserve access to mood disorder medications. This resource is designed to
    educate policymakers on the importance of preserving meaningful access to
    these agents. An electronic version of this brochure is available at the NAMI
    Policy Research Institute section of the NAMI website. Additionally, the NPRI
    website has electronic versions of the background information and supporting
                                                          NAMI 2004-2006 Strategic Plan
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    materials used to construct this fact sheet

January 2005 accomplishments:

   On-site Technical Assistance (TA) visits November 2004, December 2004,
    Januar6 2005:
   November 8th in Alabama: follow-up to a very successful earlier technical
    assistance visit on systems' collaboration to improve mental health care for
    children and youth.
   January 19-21, 2005 in Kansas City, Kansas on systems transformation
    relating to Goal 5 of The New Freedom Commission.

June 2005 accomplishments:

Team Leads: Rom Honberg, Steve Buck, Elizabeth Edgar

Creation of a State Policy Director position, with Steve Buck‘s move from State
Relations, will allow for greater targeting in this area; an additional senior level
state policy staff position will eventually be filled as well

IDIQ Domain III Recent activities – May 2005 -- Fulfilling requirements of the
targeted technical assistance contract with NASMHPD : On-site Technical
Assistance (TA) visits, January – May 2005 :
    o Kansas: January 19th through 21st in Kansas City, Kansas on planning for
       system transformation in accordance with the recommendations of the
       New Freedom Commission Report.
    o Alaska: April 13th and 14th in Fairbanks on integration of mental health
       and substance abuse treatment.
    o Louisiana: April 29th in Baton Rouge on crisis intervention teams and jail
       diversion.
    o Georgia: May 14th in Macon on consumer and family effective
       participation in systems transformation.

August 2005 accomplishments:

   Regional Medicaid trainings set for 9/23-24 (Salt Lake City), 10/14-15
    (Providence), and November 11/10-11 (Nashville).

   With support from Wyeth, NAMI will host a Legislative Roundtable in
    Charleston, SC last weekend of October. We anticipate attendance by 16-18
    legislators. The goal of the event is to develop model Medicaid/Mental Health
    reform language.

   Provided legislative advocacy training for NAMI-AR and other state advocates
    at Arkansas Mental Health Institute (as part of IDIQ contract).



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   Consultation provided to NAMI-AZ in the development of a grant for state
    advocacy training initiative.

   NAMI-Oklahoma approached by state mental health authority to host a
    regional law enforcement/mental health conference. Anticipated event
    schedule for November, 2005.

   Related activity: See IDIQ training schedule, in Policy Team quarterly report

November 2005 accomplishments:

Staff have been providing ongoing direct technical assistance to NAMI AL on
juvenile justice reform, including strategies for outreach to diverse populations of
families with children involved in the juvenile justice system, as well as ongoing
direct technical assistance to NAMI FL on state-wide transformation of children‘s
mental health in anticipation of a children‘s mental health summit scheduled for
January 2006

NAMI policy staff has conducted educational briefings and trainings on Medicaid
at NAMI and other conferences in Alabama, Delaware, Florida, Georgia, Idaho,
Illinois, Indiana, Kansas, Kentucky, Louisiana, Mississippi, Montana, Oklahoma,
Oregon, Texas, West Virginia, Wisconsin and Wyoming.

State Medicaid education initiative
o Hosted focus group with national Medicaid experts to determine needed
   training curriculum to fulfill Medicaid contract
o Two regional conferences completed in Salt Lake City (24 attendees) and
   Providence (21 attendees)
o Final installment of effort to take place at Leadership Conference in Nashville
o Project part of NAMI contract w/ CMHS/SAMHSA

   Other State Policy Activities
o Launched NAMI Statehouse Spotlight, published bi-weekly with a focus on
  news and tools that can be of value to state policy leaders; currently has over
  1500 subscribers
o Working w/ communications team to conduct a focus group of NAMI field
  leaders on communication/campaign strategies; set for mid- November
o Worked with SAMHSA to provide scholarship support for five NAMI leaders to
  attend SAMHSA Medicaid conference in Baltimore
o Medicaid waiver activity taking center stage, with very visible reform efforts
  including VT, FL, SC, GA, TN, MO, OK, & ME; reform activity likely to
  continue regardless Congressional action on the $10 billion reconciliation

On-site Technical Assistance (TA) visits, September – October 2005:
o California: September 22-25 in Los Angeles on Latino consumer and family
  involvement.
o Hawaii: October 24 in Honolulu on achieving and sustaining employment.

                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                                 Page 28
February 2006 Accomplishments:
Medicare Drug Benefit Implementation – Implementation of the new Medicare
drug benefit has been the major focus of the NAMI federal policy team in 2006.
Since the benefit went into effect on January 1, 2006, there have been mixed
experiences for Medicare beneficiaries with mental illnesses. NAMI's highest
priority has been (and continues to be) problems experienced by low-income
individuals dually eligible for both Medicare and Medicaid. Nearly 1/3 of these
dual eligibles have a mental illness and many experienced gaps in drug coverage
in the early days of the program -- mostly related to inability to confirm eligibility
and dual eligible status at the pharmacy counter.
Throughout December, January and February, NAMI policy staff met with senior
CMS officials -- including twice weekly conference calls with CMS staff -- to
address specific implementation problems. In addition, NAMI has continued the
following education, outreach and technical assistance with NAMI consumers,
families and professionals:
o a 800 number that provides direct counseling and assistance to beneficiaries
  (888-999-6264, ext. 1228),
o a dedicated e-mail response system for direct counseling and assistance
  (partd@nami.org),
o a web-based search assessment tool for PDP and MA coverage of
  psychiatric medications,
o a joint search and assessment tool with APA & NMHA
  (www.mentalhealthpartd.org), and
o a joint plan search and assessment tool with other patient advocacy groups
  (www.maprx.info).

In addition, NAMI policy staff has conducted educational briefings and trainings
at NAMI and other conferences in Arizona, Iowa, Louisiana and Nevada. This
brings the total number of educational forums on the Medicare drug benefit for
NAMI sate and local affiliates to 34 since 2004.

SAMSHA Medicaid Grant Activity: Completed training of NAMI advocates on
Medicaid. Final session held in November, 2005, at Leadership Institute. Final
report issued to SAMHSA in early January, ‘06. Final work product approved
and receipt of final reimbursement anticipated shortly.

Building NAMI’s momentum around children’s issues:
o Providing ongoing technical assistance to a number of NAMI state and
   affiliate offices on school-based MH initiatives and NAMI‘s roll-out of the
   Parents and Teachers as Allies program, all consistent with Goal 4 of
   President Bush‘s NFC report
o On-site Technical Assistance (TA) consultation to NAMI Florida for a
   statewide Summit on children's mental health issues
o Providing ongoing direct technical assistance to NAMI FL; Participated in a
   Children‘s MH Summit in Orlando, FL in January 2006 on transforming the
                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
                                                                                  Page 29
   children‘s MH system.


June 2006 Accomplishments

Broad Based Technical Assistance provided by Steve Buck and Mary Giliberti:
 Hosted a state leader conference call to address the current Medicaid waiver
  environment and implications of the DRA
 Advocacy training for NAMI state executive directors attending the 2006 ED
  Leadership Exchange
 Training for NAMI leaders and colleague organizations on advocating with P &
  T committees (June 8, 2006 in Arlington, VA)

NAMI policy staff have conducted Medicare Drug Benefit educational briefings
and trainings for NAMI and other conferences in 39 states. Over the past 3
months, this has included presentations in North Carolina and New Jersey.

C&AAC is providing ongoing technical assistance to a number of NAMI state and
affiliate offices on school-based MH initiatives and NAMI‘s roll-out of the Parents
and Teachers as Allies program, all consistent with Goal 4 of President Bush‘s
NFC report.

IDIQ Domain III Activities: Fulfilling requirements of the targeted technical
assistance contract with NASMHPD, we have:
 On-site Technical Assistance (TA) consultation to NAMI Indiana for a
   statewide summit on criminal justice mental health issues. Consultation to
   Missouri on Medicaid issues. The Missouri event was a joint technical
   assistance project with NMHA and the National Council of Community
   Behavioral Health.
 Community Partners‘ Team (CPT) monthly meetings: participated in all CPT
   meetings, related activities and conference calls. NAMI hosted the April
   meeting.

Working with the NAMI Regional Leadership Consultants, NAMI National Policy
Team staff, and NAMI state leaders, Steve and Mary are developing technical
assistance events later in the year.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 30
5. NAMI has created and optimized opportunities to elevate mental illness
as an essential election issue in 2004.

   June 2004 accomplishments:

      Steve Buck appointed staff lead in this effort, February 2004
      ―Mood Disorder Tool Kit for Policymakers‖ : NPRI has developed series of
       fact sheets provide extensive detail on mental illnesses that fall under the
       heading of mood disorders.
      Fact Sheets on the ―Spending Money in the Wrong Places‖: This set of
       fact sheets highlight the consequences of untreated mental illness in the
       form of cost shifting to other government budgets such as prisons,
       emergency departments, and for homeless programs. The fact sheets
       have been widely disseminated and used by advocates to inform
       policymakers of the consequences of reducing mental health services and
       funding.
      Weekly Web postings and monthly resource primers have and will provide
       ready-to-use resources for NAMI advocates leading up to the November
       elections.

   FY04/FY05 resourcing:

      staff: Steve Buck, lead; NPRI, Policy Team & Regional Directors actively
       engaged
      FY2005 budget includes support for these activities, including some
       materials development and Web work

   August 2004 accomplishments:

      Development and dissemination of campaign questions for both federal
       and state candidates. These questions are designed for use in forums,
       questionnaires, and personal visits. Questions cover a wide range of
       NAMI public policy priorities.
      Regular updates to NAMI website elections including federal rules for
       campaigning, election advocacy resources, and field examples.
      Future activities include two conference calls on election strategy and
       additional written materials.
      A special networking session on Elections is part of the 2004 Leadership
       Institute.

   November 2004 Accomplishments:

      NAMI leaders are being encouraged to use the new Mood Disorders
       brochure to educate newly elected officials on the heels of the 2004
       election


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 31
January 2005 accomplishments:

       Upcoming February Leadership Institute focuses on providing tools to
        State leaders to elevate mental illness in current legislative sessions

June 2005 accomplishments:

No reportable activity this quarter ; 2004 election over…

August 2005 accomplishments:

No reportable activity since June ; 2004 election over…

November 2005 accomplishments:

No reportable activity, election 2004 over…

February 2006 Accomplishments:

No reportable activity; 2004 election over…

June 2006 Accomplishments:

No reportable activity; 2004 election over…




                                                             NAMI 2004-2006 Strategic Plan
                                                            Consolidated Report ~ June 2006
                                                                                   Page 32
6. NAMI has sponsored a crisis intervention training institute for law
enforcement, potentially in conjunction with a strategic partner or
collaborator, which operates at least annually.

June 2004 accomplishments:

   working with Sam Cochran and University of Memphis in developing program;
    conference likely in spring of 2005, pending funding
   Ron Honberg provides TA and speaks on CIT with regularity

FY04/FY05 resourcing:

   staff: Ron Honberg
   FY2005 budget does not include dedicated funds for this activity, although
    conference co-sponsorship may be possible within the FY
   major activity and/or budget commitments in this area deferred to FY2006

August 2004 accomplishments:

   no reportable activity; funding dependent

November 2004 Accomplishments:

   Membership approved a (non-binding) resolution to partner with Memphis
    leaders to create a training program around their CIT model at NAMI. To date,
    Memphis leaders have not been responsive to NAMI‘s outreach. A previously
    planned training conference appears also to be on hold.

January 2005 accomplishments:

   Joyce Burland and Ron Honberg are collaborating on a survey of CIT
    programs already in place around the country; survey and work plan under
    review by Education Committee, in response to membership resolution

June 2005 accomplishments:

Team Leads: Rom Honberg with Elise Resnick

   NAMI‘s CIT survey generated 251 responses, summarized in a power point
    presentation and discussion with NAMI board and staff representatives at the
    first national CIT conference in Columbus, Ohio. Questionnaire responses
    will be analyzed in further detail over this summer and compiled into a report
    and on-line CIT database on the NAMI website.
   Ron Honberg and several Board members participated in hugely successful
    and galvanizing CIT conference in Ohio; expectations are now elevated
    among NAMI members for action in this area
    FY2006 budget includes formation of a CIT Resource Project to serve as a
                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 33
    clearing house for information and resources about crisis intervention
    programs

August 2005 accomplishments:

CIT Technical Assistance Resource Center – The first year workplan for the
Center has been finalized, entailing four specific tasks.

   Collection and compilation of information about CIT programs throughout the
    country;
   Development of a web-based information and resource center on CIT;
   Co-sponsorship and assistance in planning the second annual national CIT
    Conference in 2006; and
   Responding to telephone, electronic and written inquiries about CIT programs
    and resources.

Additionally, the Center will provide targeted technical assistance on CIT and
related decriminalization initiatives as opportunities arise. For example, a
targeted technical assistance site visit to Charleston, WV in July was conducted
with the specific purpose of stimulating interest in establishing CIT and related jail
diversion initiatives in that State. Presenters included Jim Dailey, Ron Honberg,
and Connie Milligan and Ray Sabatine of the Kentucky telephonic triage crisis
intervention/jail diversion initiative.

   Presentation entitled ―Consumers and Families as Key Partners in Jail
    Diversion‖ at U.S. Department of Justice‘s National Mental Health Courts
    Grantees Conference in Los Angeles, CA.
   Presentation on ―Protections for Human Subjects with Mental/Cognitive
    Impairments in Research‖ at meeting of the HHS Secretary‘s Advisory
    Committee on Human Research Protections, Alexandria, VA. A copy of this
    presentation is available upon request.
   Submission of law review article on the death penalty and mental illness to
    the Catholic University of America School of Law, tentative publication date,
    Fall, 2005.
   The NAMI Legal Center has received more than 7,000 calls and emails for
    assistance to date, with many of these resulting in referrals to attorneys for
    assistance.

November 2005 accomplishments:

CIT Technical Assistance Resource Center - This Center is now operational,
with a concentration in the first year on developing a national clearinghouse on
CIT and related jail diversion initiatives. Initial Center activities include:
o Bonnie Sultan has been hired as the Center‘s coordinator.
o The first issue of ―CIT in Action‖, an electronic newsletter, has been
    completed and disseminated to NAMI grassroots leaders and other
    concerned advocates.
                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
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   o A dedicated section of the NAMI website focused on CIT and related
     information and resources is under preparation and will be on line by early
     November.
   o NAMI has begun collaborating with key partners in planning the second
     annual CIT national conference scheduled to take place in Orlando in
     October, 2006.
   o NAMI is collaborating with the Criminal Justice Mental Health Consensus
     Project and the National GAINS Center on compiling detailed information
     about individual CIT and pre-booking jail diversion programs around the
     country.
   o NAMI is working with a number of partners (GAINS Center, Consensus
     Project, Police Executive Research Forum, Sam Cochran and Randy
     DuPont) on a project to identify essential elements of CIT and pre-booking
     jail diversion programs.

   Presentations (Ron Honberg)
   o Alabama Criminal Justice and Mental Health Conference, presentation on
      ―decriminalizing mental illness‖
   o Annual MIAW Conference co-sponsored by NAMI-Clarion County (Pa)
      and University of Pittsburgh, presentations on ―decriminalizing mental
      illness‖ (Ron H.) and ―mental illness and the death penalty (with David
      Kaczynski).
   o Conducted Medicaid training (with Steve Buck) in Providence, R.I.,
      10/15/05.
   o Law Review Article entitled ―The Injustice of Imposing Death Sentences
      on People with Severe Mental Illnesses‖ written by Ron Honberg,
      scheduled for publication in the Catholic University Law Review, Fall, 2005

   IOOV presentations have been used to educate law enforcement personnel,
   such as judges, public defenders, and police officers. Some IOOV states
   have incorporated the program into their state‘s CIT training.

   February 2006 Accomplishments:

NAMI partnered with the Council of State Governments (CSG) and the Police
Executive Research Forum (PERF) to form the Law Enforcement/Mental Health
Program survey designed to access data for every U.S initiative; recruited
approximately 500 participants using NAMI‘s forensic list serve. CIT Action
Center is in collaboration on the CSG mental health court survey and an
invitation to partner on new surveys such as one pertaining to prisoner reentry.

NAMI CIT website launched in January 2006. The website contains toolkits,
articles, and other resources available to enhance or build a CIT program.

Website continues to grow as leaders in the field send in their resources for
submission approval.
Working with Michelle Saunders and colleagues to discuss the second annual
national CIT Conference, including NAMI‘s role in that Conference, which will
                                                         NAMI 2004-2006 Strategic Plan
                                                        Consolidated Report ~ June 2006
                                                                               Page 35
take place in Orlando, Florida in October, 2006

Provided numerous responses to inquires regarding CIT and related issues,
including dissemination of materials upon request, technical assistance, and
linking callers with national experts such as Major Sam Cochran and Michael
Woody.

Bonnie Sultan developed and will moderate a panel on ―CIT and Continuation of
Care‖ at the national GAINS Center conference in April, 2006. Participants on
this panel will include Risdon Slate.

CIT in Action: The NAMI CIT Technical Assistance Resource Center has
published six issues of CIT in Action, a new electronic newsletter on CIT and
related initiatives to decriminalize mental illness. The newsletter is sent to an
audience of approximately 500 readers and is also available on NAMI‘s CIT
website.

June 2006 Accomplishments:

Task 1: Collect and compile information about CIT programs throughout the
country

Through our continued partnership with The Council of State Governments
(CSG) and The Police Executive Research Forum (PERF), the national survey of
law enforcement/mental health collaboration programs has been activated. We
have currently obtained significant program data on approximately 100
communities. The survey may be accessed at the following web address:
http://www.surveymonkey.com/s.asp?u=768701670472

Continued partnership with CGS includes assistance on mental health courts
research instrument development and data collection.

Task II: Develop a web based information and resource site on CIT.

The NAMI CIT Technical Assistance Resource Center launched its website in
January 2006. The website contains a information and materials about CIT and
related issues. For example, the ―CIT in Action‖ Newsletter is published on this
site as well as resource information, funding opportunities, and conference
announcements. The site may be accessed at the following address:
http://www.nami.org/Template.cfm?Section=CIT2

Work has begun on reorganizing all criminal justice related information on the
NAMI website into one easily accessible site. This website will include research,
toolkits, policy statements, and technical assistance information on a variety of
criminal justice topics, including CIT, pre and post-booking jail diversion, mental
health courts, legal assistance information, juvenile justice, veterans, ACT, media
strategies, criminal justice research, and other useful internet links.

                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
                                                                                  Page 36
Task III: Co-sponsor and assist in planning the second national CIT Conference

NAMI staff are working with Michelle Saunders and colleagues on the Second
Annual CIT Conference being held in Orlando, Florida on September 25-27,
2006. NAMI is organizing a scholarship fund for consumers and family members
to attend this conference. Our plan is to award scholarships to consumers and
family members on an as needed basis to defray the costs of registration and
lodging at this conference. We are also working with NAMI Board members and
others to ensure significant NAMI Board presence at the conference.

Task IV: Respond to telephone, email and written inquiries about CIT programs
and resources from advocates, law enforcement and mental health professionals
and the media.

Bonnie Sultan continues to respond on a daily basis to numerous inquiries
regarding CIT and related issues, including dissemination of materials upon
request, technical assistance, and linking callers with national experts such as
Major Sam Cochran and Michael Woody.

Bonnie Sultan moderated a panel at this year‘s National GAINS Conference. The
panel titled ―CIT and Beyond- the Need for Continuation of Care‖ discussed the
need for consumers to be linked to needed mental health care services after their
interaction with law enforcement. Each panelist brought a different prospective
(research, police training, consumer, and advocacy). . Panelists included Risdon
Slate of the NAMI Board, LT. Mike Woody (ret) of the Akron Police force, and
Jennifer Teller of the Kent State Sociology Department.

Bonnie also attended the Third Annual NAMI Indiana Criminal Justice Summit for
IDIQ. The day long conference included presentations from four Indiana CIT
teams, NAMI IOOV presentation, NAMI Indiana status reports, CIT technical
assistance workshops, and a presentation from the Indiana Department of
Corrections.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 37
7. NAMI has created and maintains a state policy initiative clearinghouse.

   June 2004 accomplishments:

      NPRI has worked closely with State Relations on the roll out of the
       Campaign for Mind of America in several states where NAMI, working
       closely with the affiliates and the Campaign partners, has launched
       several initiatives to promote mental health funding and access to
       medications.
      NPRI staff has provided technical assistance on Medicaid, access and
       managed care policy issues in the campaign states and identified
       Campaign partner representatives for news conferences and meetings
       with policymakers and state government officials.
      NPRI presented on May 17 at a Special Forum on Mental Health Policy
       convened by the Council of State Governments, on barriers that people
       with serious mental illness face to obtaining care and programs that states
       could adopt to improve systems of care for adults and children.

   FY04/FY05 resourcing:

      staff: Policy Team, with assistance from Steve Buck (Policy lead in State
       Relations)
      FY2005 budget contains no dedicated funds in this area, although staff
       activity can and will continue
      major activity deferred to FY2006

   August 2004 accomplishments:

      no reportable activity; funding dependent

   November 2004 Accomplishments:

      On hold; no reportable activity

   January 2005 accomplishments:

   No new reportable activity since November 2004

   June 2005 accomplishments:

   Team Leads: Ron Honberg, Steve Buck with Elizabeth Edgar, Elise Resnick,
   and Abby Graf

   Recent creation of State Policy Director position incorporates this expectation
   of a clearinghouse role.



                                                         NAMI 2004-2006 Strategic Plan
                                                        Consolidated Report ~ June 2006
                                                                               Page 38
   State Medicaid education initiative
       Field survey in June
       Regional trainings in late summer early fall

   Other State Policy Developments
       Missouri – Significant impact for people with mental illness from
             Governor‘s budget proposals; significant reductions in eligibility
             criteria
       California – continuing education for NAMI affiliates, county based
             units on the planning necessary for Prop 63 funding and activities

August 2005 accomplishments:

Steve Buck is settling into his new role and interviews are underway for a senior
policy staff position to round out staffing in this area.

November 2005 accomplishments:

Advocacy/Technical Assistance through the Campaign for the Mind of
America
o Tennessee: Participation in development of materials for P&T committee
  meetings P&T Committee recommends end to prior authorization for
  antipsychotic medications but the administration ignores recommendation
o Illinois: Consultation provided to state and affiliates in response to restrictive
  policies introduced by state Medicaid agency related to PA for anti-psychotic
  medications
o Florida: Joint effort mental health hotline is operational; AHCA previous
  decision to prior authorize Zyprexa reversed; Current efforts involve detailed
  response to NAMI FL‘s Medicaid waiver
o West Virginia: using opportunity grant money from NAMI, releases a report
  card on 2005 legislative activity for the state

Other State Policy Activities
o Launched NAMI Statehouse Spotlight, published bi-weekly with a focus on
   news and tools that can be of value to state policy leaders; currently has over
   1500 subscribers
o Working w/ communications team to conduct a focus group of NAMI field
   leaders on communication/campaign strategies; set for mid- November
o Worked with SAMHSA to provide scholarship support for five NAMI leaders to
   attend SAMHSA Medicaid conference in Baltimore
o Medicaid waiver activity taking center stage, with very visible reform efforts
   including VT, FL, SC, GA, TN, MO, OK, & ME; reform activity likely to
   continue regardless Congressional action on the $10 billion reconciliation

February 2006 Accomplishments:

Twice monthly production of Statehouse News, an electronic newsletter

                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
                                                                                  Page 39
compilation of recent state-based policy news (circulation: 1,700).

State Specific Technical Assistance:
o Joint meeting with NAMI AR and State Medicaid director (3/9/06)
o Work with NAMI WV in advancing a bill to establish a statewide mental health
   task force (HB4488 – through the House; pending Senate action)
o Work with NAMI SC in contemplating Medicaid waiver response
o Technical assistance to NAMI-UT in response to threats to develop a
   preferred drug list.
o Worked with NAMI OR in developing strategies for appropriate
   implementation of MH parity law (to go into effect ‘07)
o Assistance to NAMI WA in support of funding for ACT (both House and
   Senate budgets call for $20 million in new resources)
o Consultation with leaders of seven TSIG states (WA, NM, TX, OK, OH, CT, &
   MD) in establishing a network of NAMI leaders involved in states that
   received awards
o Research assistance to NAMI GA in developing background on state‘s that
   have attempted equalization of funding for various service agencies

June 2006 Accomplishments:

On the ground assistance this quarter has included:
  Ongoing dialog w/ NAMI FL to discuss monitoring of state Medicaid reforms
  On the ground Medicaid reform assistance to NAMI OK
  On-site technical assistance with NAMI MO on Medicaid reform and
   medications access (in collaboration with NMHA and NCCBH – 4/28/06)
  Briefing to the NAMI OR BOD on state ratings report
  Ongoing technical assistance to NAMI AR in medication access discussions
   with state Medicaid agency
  Briefing for NAMI OH on state ratings project and advocacy matters (state
   conference, May 2006)
  Medicaid training to NAMI and NMHA affiliates in Charlottesville, VA region
  NAMI FL BOD meeting, including discussions on current waiver trends and
   DRA implications
  On-site consultation for NAMI WV related to systems change and strategies
   for working with a state-wide advisory body (June ‘06)

Bi-weekly production of Statehouse Spotlight now received by over 2000 NAMI
leaders.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 40
                          STRATEGIC GOAL #2

NAMI empowers families and consumers through
customized, state-of-the-art support and education.
Lead staff: Joyce Burland with Lynne Saunders, Kathryn McNulty, April Suhar,
Monique Lewis, Marshall Epstein (Ramiro Geuvara, former IOOV Director,
moved to STAR Center), Ana Ferarra, Lorener Brayboy, Joe Harris

KEY RESULT MEASURES:

1. NAMI National has identified and supports at least one
education/support program for children and adolescents and their families.

June 2004 “next step”s:

   Continued review of existing programs and their success in implementation

FY04/FY05 resourcing:

   staff: Darcy Gruttadaro and Joyce Burland, collaborative
   FY2005 budget does not include dedicated funds for this activity, although it
    is viewed as a likely subject for dedicated funding and might be undertaken
    under such circumstances

August 2004 accomplishments:

   Preliminary discussions held with new CMHS C&A director, Gary Blau,
    around comprehensive efforts to support family education and support
    programs

November 2004 Accomplishments:

   Given limited staff and resources, staff has placed primary emphasis on
    launching effectively the Tower grant program with Families and Teachers as
    Allies targeted to families

January 2005 accomplishments:

   Work on Tower grant for Parents and Teachers as Allies continues
   Patricia Braun joins staff to assist CAAC



June 2005 accomplishments:

                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 41
Team lead: Darcy Gruttadaro and Patricia Braun

Child and Adolescent Action Center developed and submitted grant proposal to
MacArthur Foundation to fund a NAMI project to help educate children‘s
advocacy leaders and the NAMI grassroots on evidence-based practices for
children to seek broader dissemination of these practices in targeted state.

August 2005 accomplishments:

Staff evaluating options and potential drafts.

November 2005 accomplishments:

Providing direct technical assistance to NAMI Arlington, VA on interagency
collaboration models for schools and community mental health services including
meeting with county level child and family serving professionals on September
22nd ;

February 2006 Accomplishments:

Discussions continue with NAMI TX regarding National‘s use of Visions for
Tomorrow.

June 2006 Accomplishments

Discussions continue with NAMI Texas regarding NAMI National assuming rights
to and a distribution role with Visions for Tomorrow.




                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                              Page 42
2. NAMI National has identified and supports at least one educational
program for behavioral health, other healthcare providers, and/or
educators working with children and adolescents.

June 2004 accomplishments:

   Darcy Gruttadaro has been invited to participate in a meeting with the
    American Psychiatric Foundation on school-based education initiatives

FY04/FY05 resourcing:

   staff: Darcy Gruttadaro and Joyce Burland, collaborative
   FY2005 budget does not include dedicated funds for this activity, although it
    is viewed as a likely subject for dedicated funding and might be undertaken
    under such circumstances

August 2004 accomplishments:

   Submitted a proposal to the Tower Foundation to request funding for a NAMI
    School-Based Mental Health Education Program, enhancing the Parents &
    Teachers As Allies monograph.
   NAMI Beginnings issue focused on special education published and sent to
    the members and friends;
   Friday conference call with Ken Duckworth on school-based mental health
    programs;
   Darcy Gruttadaro invited to participate in a 2-day meeting with Columbia
    University on developing Treatment Guidelines for Primary Care Providers for
    Adolescent Depression;

November 2004 Accomplishments:

   NAMI received funding from the Tower Foundation for a NAMI School-Based
    Mental Health Education Program.
   NAMI published a dedicated column on children‘s mental illnesses on the
    Guidance Channel web site, which is dedicated to providing school
    professionals with information to use in the schools. Darcy Gruttadaro
    prepared articles during these September & October to help school
    professionals better understand early onset mental illnesses.

January 2005 accomplishments:

   Work on Tower grant for Parents and Teachers as Allies continues
   Patricia Braun joins CAAC staff



June 2005 accomplishments:
                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 43
No reportable activity this quarter – see above for related activity

August 2005 accomplishments:

   An August 2-day planning retreat was held to work on various facets of the
    school-based early identification program supported by the Tower
    Foundation. National trainers will be trained in March of 2006, and will begin
    the regional training of family member and consumer teams to conduct this
    pilot program for teachers in urban and rural school districts.

   Providing direct technical assistance to NAMI Arlington, VA on interagency
    collaboration models for schools and community mental health;

November 2005 accomplishments:

Darcy Gruttadaro and Joyce Burland are working to develop NAMI national‘s
education program consisting of a school-based mental health education in-
service program for school professionals to help them better understand the early
warning signs of mental illnesses and how to effectively communicate with
families.

Dacry Gruttadaro was invited by the Georgetown Technical Assistance Center
for Children‘s MH to present on NAMI‘s work in developing a school-based MH
in-service education program for school professionals to help them better
understand the early warning signs of mental illnesses in students and how to
effectively communicate with families.

February 2006 Accomplishments:

Darcy Gruttadaro and Joyce Burland are working to develop NAMI-national‘s
education program consisting of a school-based mental health education in-
service program for school professionals to help them better understand the early
warning signs of mental illnesses and how to effectively communicate with
families. The first national training of trainers will take place on March 24-26th in
St. Louis, MO.

June 2006 Accomplishments

Ongoing work between Darcy Gruttadaro and Joyce Burland to develop NAMI
national‘s education program consisting of a school-based mental health
education in-service program for school professionals to help them better
understand the early warning signs of mental illnesses and how to effectively
communicate with families. The first national training of trainers was held on
March 24-26th in St. Louis, MO.

Darcy Gruttadaro attended and provided a presentation at the School Social
Work of America national meeting in Boston, MA on the Parents and Teachers
                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
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as Allies program.




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3. A Practice Council of educators, trainers, and service providers is
actively engaged in advocating for normalizing family and consumer
participation in training of mental health services providers.

June 2004 accomplishments:

   Joyce Burland serves on the Advisory Committee to The Annapolis Coalition,
    a national group of leading administrators and clinicians in the public mental
    health system dedicated to training reform to improve the mental health
    workforce
   NAMI‘s own Curriculum and Training Consortium will convene at annual
    Convention and is actively supporting The Annapolis Committee‘s efforts
    around training reform; Consortium will survey families and consumers at
    Convention on needs

FY04/FY05 resourcing:

   staff: Joyce Burland
   FY2005 budget does not include dedicated funds to this area, although much
    activity may be accomplished through external partnership

August 2004 accomplishments:

   No reportable activity

November 2004 Accomplishments:

   Curriculum & Training Consortium convened at Convention; promising turn
    out; dialogue continues

January 2005 accomplishments:

No new reportable activity since November 2004

June 2005 accomplishments:

Team leads: Joyce Burland with Lynne Saunders, Kathryn McNulty, April Suhar,
Monique Lewis, Marshall Epstein, Joe Harris, Lorener Brayboy

Joyce Burland continues to work with the Annapolis Coalition to describe an
―ideal interface‖ with service systems and providers for families and consumers.

Plans are complete for the two sessions on Workforce reform, directed by
Leighton Huey, MD and John Morris, MSW of the Annapolis Coalition, scheduled
for the Convention in Austin. NAMI board members, state executive directors
and state presidents will be contacted and urged to attend either the Curriculum
and Training session on Sunday, or the Education/Program Track on Monday.

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August 2005 accomplishments:

Over 300 consumers, families and providers attended the Special Issue Session
at the Austin convention which was devoted to issues of workforce
transformation. Their requested testimony heavily favored federal and state
support of peer education programs and programs utilizing family members and
consumers as training faculty. These testimonies were communicated in a
summary report to our Annapolis Coalition partners in this workforce
transformation venture.

November 2005 accomplishments:

The NAMI Provider Education Program was cited in the November issue of the
journal Administration and Policy in Mental Health as a ―promising model for
implementing Best Practice 13: Consumers and Families are engaged as
teachers of the workforce.‖ All members of the workforce consultant‘s group at
the meeting agreed that the training innovation of families and consumers as
faculty must be a key recommendation in the Workforce Transformation report
that goes to SAMHSA in December.

Joyce continues to be an invaluable resource to the Annapolis Coalition and
attended a 2-day Workforce meeting in September conducted by the Coalition.

February 2006 Accomplishments:

Joyce Burland has completed work on the report from the Consumer/Family
Expert Group convened by the Annapolis Coalition as part of their contract with
SAMSHA. This report, along with reports from the other workforce groups
involved, will become part of the Annapolis Coalition‘s recommendations to
SAMSHA on workforce transformation

June 2006 Accomplishments:

The final report on workforce transformation from the Annapolis Coalition was
submitted to SAMSHA at the end of May, a substantial effort on Joyce Burland‘s
part. The Education Center Symposium at the Convention will detail what we
heard in the process of talking to hundreds of consumers and family members as
we prepared that section of the report. (SG 1)




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4. The NAMI Provider Education program is operational in 25 states and
through VA facilities and community-based veterans’ centers.

June 2004 accomplishments:

   Several NAMI Veterans Committee members are taking Family-to-Family,
    IOOV, and Peer-to-Peer brochures out with them to various Veterans
    conferences to get the word out about NAMI‘s signature programs.
   The NAMI Provider Education Program scored second (by 1/10 of a point) in
    a recent rating by the Annapolis Coalition to determine the most outstanding
    innovative training programs in the nation.
   Lisa Dixon, M.D. and Joyce Burland are in the early stages of developing a
    research design to determine the effectiveness of this program. This potential
    study will establish the first rung of an evidence base for this innovative NAMI
    training program.
   NAMI-Kansas will be the 19th state to inaugurate the Provider Program with a
    training for 3 teams in late June. Three more state trainings took place this
    quarter in Florida, Utah, and South Carolina.

FY04/FY05 resourcing:

   staff: Joyce Burland, lead
   FY2005 budget includes support for Provider Education program expansion,
    also a good target for additional funding

August 2004 Accomplishments:

   NAMI-Kansas became the 18th state to enter the Provider Ed program, with a
    training of 20 team teachers in Topeka in late June.
   A number of states have reported that state budget cuts have adversely
    affected their progress in this program this year, as agencies have restricted
    training funds.

November 2004 Accomplishments:

   In the final quarter of 2004, states in the Provider program reported a total of
    13 classes held in the field, reaching a total of 309 providers. One state held
    a team training and prepared 8 teachers. At year end, program totals for
    2004 are:
        Total team trainings: 7
        Total new team teachers: 109 (44 consumers/ 42 family members/ 23
        providers)
        Total provider classes: 33
        Total provider participants: 669
    NAMI-Indiana is participating in a grant proposal seeking funding for 8
    Provider Education classes expressly for providers working on ACT teams. If
    this grant comes through, it will establish a precedent for other NAMI state
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    organizations to follow.

January 2005 accomplishments:

   18 states now operational
   NAMI OK will inaugurate program in April

       The Annapolis Coalition on Behavioral Health Workforce Education
                  AWARD FOR EDUCATIONAL INNOVATION
                   To the National Alliance for the Mentally Ill
                       For its Provider Education Program
           In recognition of a contribution to the innovative education
                           of the behavioral workforce

June 2005 accomplishments:

Team leader: Joyce Burland

This has been a busy period, with Provider team trainings in Alabama,Vermont
and Pennsylvania—the latter two trainings conducted by Joyce Burland. Joyce
also presented at the recent Ohio Recovery Conference in Cleveland.

August 2005 accomplishments:

   Joyce Burland conducted Provider Team Trainings in Vermont and
    Pennsylvania—two states where the program was lapsing. Four new teams
    were trained in each of these states.

   With the addition of scheduled trainings in Oklahoma (September), Virginia
    (October)and California (December), there will be 21 states in the Provider
    Education Program by the close of 2005.

November 2005 accomplishments:

Joyce conducted a training in October for 3 teams in Northern Virginia, a new
state in the program. Plans are also underway for training 3 teams in Los
Angeles, CA in early December.

One of these will be a Hispanic team which will teach in agencies serving this
population. There are now a total of 20 states in this program.

February 2006 Accomplishments:

Magellan Health Services has given NAMI a grant of $75,000 to expand or
extend the program in 5 states in 2006. This means we can provide these 5
states with a grant for training and team honorariums. Magellan will also print the
teaching manuals and the handout materials. This will substantially lower the

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cost of the program to the selected states. We will host an informational and
planning meeting for Magellan representatives, program outreach experts and
state executive directors on April 4, 2006.

In December ‗05 and January‘06, Joyce conducted Provider team trainings in
Los Angeles and Santa Clara County, CA. The LA training included an African-
American team and a Hispanic team; the first day of the Santa Clara training, a
representative from Magellan Health Services attended for the entire day. There
are now a total of 21 states in this program.

New pages were prepared and sent to Provider Program team teachers, and will
be translated into Spanish for distribution to Hispanic teachers in the United
States and Mexico.

June 2006 Accomplishments:

The 5 states chosen to participate in the Magellan grant are: Arizona, Florida,
Iowa, Kentucky and Pennsylvania. The executive directors in these states are
working hard to get the Provider course into three mental health agencies in each
state, and to schedule trainings to prepare new team teachers. (SG 3)

In March, Joyce trained 4 Provider teaching teams for NAMI-DuPage, IL. One of
these teams will teaching the 10-week course for credit in a community college
—the first venture of this kind in the program‘s history, there are now a total of 22
states in the program. (SG3)




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5. A multi-disciplinary group of researchers, including consumer/
researchers, has been convened and is evaluating and helping to improve
the effectiveness of NAMI’s support and education programs.

June 2004 Accomplishments:

   Through efforts of Laura Lee Hall, progress is being made on stimulating
    interest on the part of the research community on conducting research on
    peer-provided programs.
   Lisa Dixon, M.D. and Joyce Burland are in the early stages of developing a
    research design to determine the effectiveness of this program. This potential
    study will establish the first rung of an evidence base for this innovative NAMI
    training program.

FY04/FY05 resourcing:

   staff: Joyce Burland and Laura Lee Hall, collaborative
   FY2005 budget does not include dedicated funds in this area, although much
    may be accomplished through general networking and staff time; a good
    target for additional funding

August 2004 Accomplishments:

   Securing participants in Maryland for a statewide survey of families of adults
    with serious mental illnesses. The survey aims to assess family need for
    education and support. A grant from the Johns Hopkins SMI Center supports
    this collaborative project between NAMI and the University of Maryland.
   An IDIQ Technical Assistance visit around the promotion of evidence-based
    practices is scheduled for August 25th in Raleigh, North Carolina. One
    hundred and twenty consumers and families have registered for the one-day
    forum. Abigail Graf and Kathryn McNulty will represent NAMI at the meeting.
   For the past two years, Dr. Otto Wahl and Dr.Amy Wood have researched the
    IOOV program based on a review of thousands of participant evaluations.
    Their findings suggest that the impact of IOOV on audience members does
    in fact reduce stigma. Dr. Wahl and Dr. Wood will be reporting their findings
    at as special session at the upcoming NAMI convention.
   Joyce Burland is working with a panel of SAMHSA-selected experts to
    promote reform of workforce training, and inclusion of peer-directed training,
    as a fundamental system change strategy in mental health system
    transformation. This group has prepared a series of recommendations to the
    Institute of Medicine (IOM) related to improvements in the training of
    behavioral health providers.


November 2004 Accomplishments:

No reportable activity; funding dependent
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January 2005 Accomplishments:

No new reportable activity since November 2004; funding dependent

June 2005 Accomplishments:

No reportable activity this quarter

August 2005 Accomplishments:

A Peer-to-Peer Best Practices Conference was held June 18-20 (pre-
Convention), and brought together twelve Trainers, Mentors and Coordinators
who discussed potential improvements to the program.

November 2005 Accomplishments:

The NIMH grant for a four-year study of the NAMI Family-to-Family program is
now official. Dr. Lisa Dixon of the University of Maryland will conduct the study.
If this study replicates the findings of the two earlier studies of the program, we
will—at long last-- have an established evidence base for this NAMI flagship peer
education course.

The pre- and post- test of Peer to Peer continues. We are now beginning to
receive post- tests from completed Courses.

February 2006 Accomplishments:

The University of Maryland is on the verge of being able to analyze the pre- and
post- test Peer-to-Peer data collected for the past six months. It appears that our
goal of 100 matched pre- and post- tests will be achieved in March.

June 2006 Accomplishments:

Initial results from the pre-/post- test of Peer-to-Peer will be available in June,
2006.

The University of Maryland has been able to analyze the Peer-to-Peer pre- and
post- test data collected for a six month period in 2005/2006. 137 pairs of tests
have been preliminarily analyzed, and program effectiveness appears to have
been demonstrated in 6 realms of inquiry, including increased illness self-
management skills and decreased feelings of powerlessness among other
things. These results will be disseminated at the upcoming NAMI Convention,

Policies and Best Practice Guidelines were created and are being implemented
for the In Our Own Voice Program. IOOV grant recipients agree to uphold both
policies and best practices, setting the gold standard for IOOV.

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6. Customized support group training has been provided for 15 additional
states and facilitated support groups function in every state that received
training.

June 2004 accomplishments:

       Twenty-seven participants from eight states, British Columbia, and Mexico,
        attended the 2-day NAMI Support Group Facilitator Skills Training Workshop
        in St. Louis on April 23 – 25, led by national support group trainers Bette
        Stewart, Kate Farinholt, and Carol Bocchini. Maine, Idaho, and Wyoming
        were new states this year bringing the total number of states using the NAMI
        Support Group model to 38.
       NEC Foundation has expressed interest in assistive technology for pilot of
        NAMI CARE training via Web

FY04/FY05 resourcing:

       staff: Education and Training Center, with support of OCA / Maggie Scheie-
        Lurie (NAMI CARE)
       FY2005 budget includes funds for support group trainings
       possible NEC Foundation grant would expand upon planned activity as well
        as provide underwriting for existing staff and systems

August 2004 accomplishments:

       no reportable activity; funding dependent

November 2004 Accomplishments:

          no reportable activity; funding dependent

January 2005 accomplishments:

No new reportable activity since November 2004; funding dependent

June 2005 accomplishments:

Team leads: Joyce Burland with Lynne Saunders, Kathryn McNulty, April Suhar,
Monique Lewis, Marshall Epstein, Joe Harris, Lorener Brayboy with MaJose
Carrasco

The NAMI Education, Training, and Peer Support Center reached an exciting
milestone in April , hosting the first multi-program training session in St. Louis to
prepare national trainers in five separate education and support programs:
Family-to-Family, Familia-a-Familia en Espanol, In Our Own Voice, Family
Support Group Facilitator Skill Training, and NAMI C.A.R.E. Consumer Support
Group Facilitator Skill Training. Over 100 family members and consumers from
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34 states, Mexico and Puerto Rico assembled for the long weekend Adding this
year's F2F Training of Trainers group, there are now 307 certified F2F state
trainers of which 44 are Spanish and 3 are African American.

The NAMI-C.A.R.E. Training of Trainers was held in St. Louis, MO, April 15-17.
Thirteen trainees worked very hard and received certificates confirming their
status as State Trainers for the NAMI-C.A.R.E. program. Delaware, Iowa,
Florida, Massachusetts, Michigan, Missouri, Texas and Wisconsin were
represented.

August 2005 accomplishments:

   To-date, forty-one states have certified NAMI support group facilitators; fifteen
    states have held support group training sessions this year.

   Added new area to the online store for NAMI Support Group

November 2005 accomplishments:

This quarter we have provided support group training materials to seven state
NAMI support group facilitator training sites ranging in participant size from eight
to sixteen.

Through the ingenuity and generosity of the NAMI Office Manager, NAMI-
C.A.R.E. brochures have been printed and are a ―featured item‖ at the NAMI
Store.

February 2006 Accomplishments:

Since November, there have been 3 state Support Group trainings in CA, IL, and
NH. Planning is also underway for the upcoming Training of Support Group
Facilitators event in St. Louis in April. is underway.

1921 NAMI-C.A.R.E. brochures have been sold via the NAMI Store.

Planning for the upcoming Training of Trainers event in St. Louis in April is
underway.

June 2006 Accomplishments:

The NAMI C.A.R.E. Training of Trainers event in St. Louis in April, 2006, was
very successful with 16 new Trainers from 10 states added to this growing pool
of talent.

17 support group facilitators were certified at the NAMI Support Group Facilitator
Skills Training in St. Louis, Missouri from 12 states.

7. With involvement of the Technology and Communications advisory
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groups and NAMI’s Advisory Councils, NAMI has implemented at least one
self-directed learning model.

June 2004 “next steps”:

   Although not a self-directed model, through NAMI CARE Web based pilot
    NAMI will begin exploration of providing programs via new technologies;
    Advisory Group will draw from Technology Task Force

FY04/FY05 FY04/FY05 resourcing:

   staff: IT staff; Education and Training Center; OCA
   FY2005 budget does not include dedicated resources for this specific activity,
    which is still considered in the concept phase; good target for dedicated
    funding as evidenced by NEC interest

August 2004 accomplishments:

   Grant application pending NEC Foundation to conduct NAMI CARE training
    online

November 2004 Accomplishments:

   No reportable activity

January 2005 accomplishments:

    No new reportable activity since November 2004; funding dependent

June 2005 accomplishments:

Team leads: Kathryn McNulty

Design of the Peer-to-Peer Intranet section of the NAMI web site is underway.

August 2005 accomplishments:

Developed an online intranet for the Peer-to-Peer program

November 2005 accomplishments:

1,402 Hearts & Minds Booklets and 59 Videos have been sold via the NAMI
Store since 7/01/2005; 6 states have enquired about how to use the program.


February 2006 Accomplishments:


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886 Hearts & Minds Booklets and 21 Videos have been sold via the NAMI Store
since November.

June 2006 Accomplishments:

No reportable progress in this quarter, although significant progress has been
made in supporting programs through technologies.




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                          STRATEGIC GOAL #3

NAMI’s membership and leadership draw strength from
all of America’s diverse communities.
Lead Staff: MaJose Carrasco
(Jennifer Weiss left the MAC in January 2005; Tahira Henderson joined MAC in
March 2006)

KEY RESULT MEASURES:

1. Leadership roles and opportunities for multi-cultural and diverse
populations have increased across NAMI.

June 2004 accomplishments:

   Currently working on NAMI‘s Cultural Competence Plan
   Center organized and coordinated cultural competence training for the
    National Board and National staff

FY04/FY05 resourcing:

   staff: MaJose Carrasco, lead; Belen Assusa, State Relations team
   FY2005 budgets include training, scholarships, and other support to emerging
    leaders; another good target for additional funding
   STAR Center grant enables additional support in this area, including travel
    and meeting expenses

August 2004 accomplishments:

   June 16-18 in Austin, Texas: bilingual conference on Latino access to mental
    health care.
   IDIQ: June 2 in Los Angeles, CA on a multi-cultural response to the New
    Freedom Commission's goals
   National Health Care Forum for Latino State Legislators. Mike Fitzpatrick and
    Fred Sandoval are presenting at this event.
   MAC provided technical assistance to state and affiliate offices in regards to
    cultural competence and outreach.
   MAC provided technical assistance and support to NAMI‘s STAR Center
    (translations, interpretation, materials development and outreach).
   Working with F2F, IOOV, and other NAMI programs to identify African
    American leaders.
   MaJose Carrasco wrote and distributed follow up article to 2002 Listening
    Forum with Black Psychiatrists.
   Latino leaders working group – The group is still active and has conference

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     calls every month.
    Latino Leaders, Diversity Group and Latino Symposium email list groups.
    MAC working with Latino advocates on Title VI issues.

 November 2004 Accomplishments:

    NAMI MAC leaders were highlighted throughout the Convention.
    African American Symposium Agenda included NAMI members in all
     sessions; 250 people attended the Symposium. Evaluations range from good
     to excellent.
    First African American Leaders Group call has been scheduled for December
     6, 2004. At this call, the group will begin identifying priorities and interests. 25
     NAMI leaders have signed up for this call.
    NAMI Latino Leaders Group is active and sharing information and feedback.
    Worked with IOOV director to identify minority IOOV presenters for different
     events.
    In Partnership with the Education, Training, and Peer Support Center,
     planning a series of special teleconferences on outreach to the Latino
     community beginning in 2005. On December 9, we are convening a "by
     invitation only" teleconference call with experienced Latino NAMI members
     who have been actively involved in doing outreach for the Spanish F2F.

 January 2005 accomplishments:

 In Partnership with the Education, Training, and Peer Support Center, held first
   call in a series of special teleconferences on outreach to the Latino community.
   The call brought together 20 Spanish F2F teachers from around the country.
   Next call will take place in February.
 Recruiting Latino and African American F2F teachers for April‘s Training of
   Trainers.
 1st planning call of the African American Leaders Group. Participants have
   started to identify areas of concern and interested.
 Working with IOOV director on strategies to diversify IOOV presenters and to
   develop cultural competence and awareness throughout the program.
 Working to Peer to Peer Director on strategies to diversify the program. This
   includes outreach and cultural competence as part of the manual and the
   training.

 June 2005 accomplishments:

    In continued partnership with the Education, Training, and Peer Support
     Center, two conference calls with Latino Experts Group. In March,
     participants provided feedback about existing NAMI materials in Spanish and
     suggestions were made for future materials. At their request, a Spanish
     Language NAMI brochure was created as a template for their distribution. In
     May, the topic centered around how to do successful Latino outreach. Future
     calls will highlight specific NAMI grassroots leaders and their efforts.
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   African American Leaders Group began efforts to increase African American
    participation within NAMI by distributing a survey to measure current African
    American participation and leadership positions. Results are being tabulated
    and the group is planning another call in late May to decide on next action
    steps.
   Spanish Family to Family Training of Trainers (11 new Spanish State
    trainers).
   Convention MAC events planning committees: Asian American, Latino, and
    African Americans participated on these committees.
   Identified NAMI speakers for different events.
   Provide ongoing technical assistance to NAMI leaders and staff.
   New IOOV policy: Trainees must reflect the community they will serve. Each
    new training must have at least 2 people from diverse communities.

August 2005 accomplishments:

African American Leaders Group: Developed and executed African American
membership and leadership survey. 37 affiliates from 6 states responded to
questions regarding African American-specific programs, materials and
community partnerships. Of the 37 affiliate respondents, only 15 reported that
African Americans hold leadership positions. The survey served as a trail-run for
an upcoming web-based survey of 100 affiliates from around the country to
ascertain similar information regarding African American and Latino membership
and programs. Results from this survey will be presented at the Winter 2005
Leadership Institute.

Asian American/Pacific Islander (AAPI) Leaders Group: 9 participants called
in for first conference call to determine group‘s priorities and action steps. Caller
suggestions focused on the necessity of educational materials in other
languages. The group will begin to evaluate and recommend existing materials
to then compile a ‗clearinghouse‘ of such materials housed on the MAC web site.

Latino Experts Group: Advisory discussion held via conference call regarding
the publication of upcoming NAMI Newsletter in Spanish. Participants in the
Latino Experts Group made suggestions for content and distribution strategies of
the newsletter, which will premier in October 2005, during Mental Illness
Awareness Week. Members of the group will contribute articles regarding
affiliate activities and book reviews. A group of twenty-five Latino experts have
been instrumental in providing input for gathering Spanish resources and
sharing strategies for outreach and F2F implementation.

Identification of Speakers: Provided mental health speakers for National Asian
Pacific American Caucus of State Legislators. Two NAMI members will be
present at this important event.

On-going technical assistance for NAMI leaders and staff.


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November 2005 accomplishments:

African American Leaders Group: Development of web-based National Survey
on African American and Latino Involvement and Leadership. Three hundred
affiliates were randomly selected to participate in the survey. Results will be
compiled and analyzed for presentation at the Fall 2005 Leadership Conference
in Nashville, TN. A teleconference training was also held for the group,
discussing the implementation of Family to Family in African American
communities. This conference marks the beginning of a concerted effort to
identify and support African American Family to Family Teachers. MAC will work
with the Education department to strengthen F2F in this community. One of our
goals is to identify African American teachers for the 2006 F2F Training of
Trainers.

AAPI Leaders Group: Determined that greatest need for assistance is the
creation of NAMI fact sheets in Asian languages. Funding is being sought for
the development and translation of fact sheets about the major mental illnesses.
Based on NAMI states‘ interest and on demographic information, materials will
first be developed in Chinese. Group members are continuing to collect AAPI
mental health resources and materials and brainstorming next action steps. The
Group compiled and assessed existing educational resources. This information
is available on line at the MAC resources section.

Latino Experts Group: Participants contributed articles for Avanzamos! – the
NAMI Newsletter in Spanish. A training teleconference was held in October to
discuss outreach strategies that have proven to be effective for NAMI affiliates
using the Spanish Family to Family program.

Identification of Speakers: NAMI grassroots leaders participated on the ADS
Center national teleconference on Latinos & the Media, a member or the Experts
Group participated on a radio show about mental illness in the gay community.
Jenn Weiss and Lupe Morin will present at an Indiana Latino Behavioral Health
Conference.

Family-to-Family: We have provided teacher training materials to an all time
high of 22 teacher training sessions during August and September. Two of
these were Spanish trainings (Atlanta, Georgia and El Paso, Texas). Georgia‘s
certification of twenty-one Spanish-speaking F2F teachers promises
unprecedented growth and expansion of Spanish F2F classes throughout the
state. By posting classes on the NAMI Web site and distributing F2F Spanish
brochures to states, F2F reached a milestone this fall with a reported ten F2F en
Espanol classes underway in CA, NJ, MD, OH, and AZ. In Montgomery Co.,
MD, it was announced that the first F2F en Espanol attained full capacity and
another class is planned for early 2006.

Provider Education: One of three new Provider Ed teams in Los Angeles will
be a Hispanic team which will teach in agencies serving this population.

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   MAC provides on-going technical assistance for NAMI leaders and staff.

February 2006 Accomplishments:

African American Leaders Group: 210 affiliates completed the survey
developed by the group. This survey will guide the work of the group as well as
the Center‘s goals and objectives. The Survey results will also be shared with the
Councils and other leadership groups.

MAC Family to Family Scholarships: MAC is working with the Education
department to strengthen F2F in the African American community. MAC is
sponsoring 6 scholarships to attend the 2006 F2F Training of Trainers event in
St. Louis. Scholarships will be awarded to African American (4) and Latino F2F
teachers (2).

AAPI Leaders Group: MAC is currently working with a translator on the
development of 3 Chinese language fact sheets. AAPI Leaders group help a
conference call where the group requested MACs support to participate on the
Multicultural Strategic Summit. Leaders are currently working on a group
proposal for MAC.

Latino Experts Group: Training teleconference was held on February 28th.
There are several new members in the group. MAC will keep the group engaged
thought out the year. The group particularly appreciated the publication of
Avanzamos!, a newsletter that they had formally requested last year. The Latino
Expert Group celebrated one year together in January, and now includes 36
participants (up from 25 participants last year) . This group continues to grow as
new Spanish-speaking leaders are identified in the field. The group works on
developing Spanish resources and tool kits to promote outreach, F2F classes,
and membership in NAMI.

Children’s advocates: CAAC has provided ongoing direct technical assistance
to NAMI FL. and participated in a Children‘s MH Summit in Orlando, FL in
January 2006 on transforming the children‘s MH system; Providing ongoing
technical assistance to a number of NAMI state and affiliate offices on school-
based MH initiatives and NAMI‘s roll-out of the Parents and Teachers as Allies
program, all consistent with Goal 4 of President Bush‘s NFC report

Family-to-Family: Year-end 2005 Spanish F2F data shows that 20 Spanish
F2F classes were held, graduating nearly 100 family members (SG3: KRM1). To
support attendance by Spanish-speaking and African American teachers at the
upcoming F2F Train-the-Trainers in St. Louis in April, the Multicultural Action
Center has provided six scholarships to cover the $400 trainer fee. Registrations
are being taken for the upcoming F2F Train-the-Trainers (English and Spanish)
in St. Louis, Missouri on April 27-30. This annual event will again include
trainings for In Our Own Voice; Family Support Group Facilitation; and NAMI
C.A.R.E.

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On-going technical assistance for NAMI leaders and staff.


June 2006 Accomplishments:

African American Leaders Group: Group has provided input regarding the
Multicultural Strategic Summit and have brainstormed ideas for an African
American faith based education initiative.

AAPI Leaders Group: The group identified priorities for translations. The group
will meet during the Multicultural Strategic Summit to draft recommendations for
the Strategic Plan Group.

The 4th Spanish Family-to-Family Training Session certified 10 new Spanish-
speaking state trainers. With the help of the $400 scholarships from the NAMI
Multicultural Action Center, California, Texas, and New Mexico trained their first
set of Spanish-speaking trainers.

The Latino Expert Group is currently working on completing individual profiles
targeting their areas of expertise which will be used for networking purposes,
capturing model projects for replication, and identifying leaders to invite to
participate in national workshops at the NAMI conventions and Leadership
Institute.

C&AAC is providing ongoing technical assistance to a number of NAMI state and
affiliate offices on school-based MH initiatives and NAMI‘s roll-out of the Parents
and Teachers as Allies program, all consistent with Goal 4 of President Bush‘s
NFC report.




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2. Diverse leaders and curricula are integrated into the Leadership
Institute and Convention programs, including provision of one
scholarship per NAMI region to support culturally diverse leaders’
participation in the Leadership Conferences.

June 2004 accomplishments:

   MaJose Carrasco is working on NAMI‘s Cultural Competence Plan, which
    will involve all staff teams
   African American symposium and deaf track at Convention being
    developed
   STAR Center supports identification of emerging leaders from diverse
    communities through teleconferences and Diversity Forum (June 4-5)

FY04/FY05 resourcing:

   staff: Multicultural Action Center, lead; State Relations team and
    Convention involvement

August 2004 accomplishments:

   Technical assistance to state and affiliate offices in regards to cultural
    competence and outreach.
   Africa American Symposium: September 2004, 200+ participants;
    resource manual created for participants
   Identifying NAMI consumer leaders from the African American community
    to participate in the STAR Center Forum.
   Co-organized African American STAR Center Teleconference.

November 2004 Accomplishments:

   NAMI MAC provided 4 scholarships (up to $350) for the September
    Convention. Scholarship recipients were NAMI leaders identified by MAC
    and the Regional Directors.
   The Leadership Institute had 2 cultural competence sessions.
   Besides the African American Symposium, the conference had 2
    workshops about African American mental health issues and 5 workshops
    about Latino mental health (3 in Spanish and 2 in English).
   STAR Center‘s African American Self Help Forum allowed us to bring 25
    consumers from around the country to the NAMI Convention and the
    Symposium.
   ―Breakout‖ Sessions at NAMI Convention with National Association for the
    Deaf.
   MAC has begun planning next year‘s Asian American Symposium, a
    Spanish language track, and African American and American Indian
    workshops for the Convention in Austin

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January 2005 accomplishments:

   In partnership with the F2F Team, planning an outreach session for the
    Leadership Institute. This session will focus on how to take F2F to the
    Latino community.
   The Leadership Institute in June will have sessions in Spanish.
   Applications are ready for the 4 scholarships for the NAMI Convention.
    Preference will be given to Asian American applicants.
   The National Asian American and Pacific Islander Mental Health
    Association has agreed to be our Partner organization for the Asian
    American Symposium. We are currently exploring agenda items.
   Asian American Symposium Planning Group has begun working on the
    agenda and identifying speakers.
   The African American track is under development by a group of 5 NAMI
    leaders from across the country.
   The Spanish language track is under development by a group of Latino
    NAMI leaders.
   NAMI will offer a special registration rate for people attending the
    multicultural tracks.
   Working in partnership with NAMI Texas and local organizations to
    promote the Convention and its multicultural events.

June 2005 accomplishments:

Team lead: MaJose Carrasco with Jennifer Weiss with Liz Smith & Ann Nagle

   MAC will be part of the Education‘s Department Convention track to
    highlight the Spanish Family to Family program and the need for diversity.
   All MAC events at the Convention (AAPI Symposium, African American
    track, and Spanish language track) will feature NAMI consumers and
    families as presenters.
   Organizing Spanish language Leadership Institute session which will focus
    on BOD development
   MAC is offering 10 scholarships for the Asian American Symposium. In
    addition we have awarded 10 registration fee scholarships for the NAMI
    Convention.
   African American track: Free for anyone to attend, this convention track
    will discuss Faith Outreach in African American communities.
   Spanish track: Another open-to-the-public, free track at convention. This
    Spanish language track will discuss a variety of issues affecting Latinos.
   Working in partnership with NAMI Texas, NAMI Austin and local
    organizations in Austin to promote the convention and its multicultural
    events (Asian American Symposium, African American and Spanish
    Language Tracks).
   Participation on Dr. Duckworth‘s Friday conference calls in March on
    Multicultural Issues in Mental Health and in April on Multicultural Issues in

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       Children and Adolescents
      FY2006 budget includes ―summit symposia‖ to bring together participants
       from Asian American, African American, Latino and Native American
       symposia at 2006 Convention

August 2005 accomplishments:

Asian American and Pacific Islander Mental Health Seminar: Approximately
70 participants attended the Seminar at the 2005 NAMI National Convention.
Speakers topics included current research in Asian American and Pacific
Islander mental health, consumer perspectives, organizations and programs
working in this area, and NAMI affiliates that are successfully reaching out to
these communities. A summary of the program‘s evaluation is attached for your
review.

Salud Mental Una Realidad Posible: This Spanish-language track at the 2005
NAMI National Convention attracted approximately 40 participants. The session
gave an overview of mental health in the Latino community, provided a family
member and consumer perspective, and discussed opportunities and challenges
in doing outreach work to the Latino community.

Spirituality and Faith in Communities of Color. A Family Perspective: This
track at the 2005 NAMI National Convention brought together faith leaders and
NAMI members to discuss doing mental illness outreach in the church to reach
African Americans. About 100 people attended this session.

Scholarships: 10 scholarships awarded to attend AAPI Seminar at the National
Convention. 10 additional scholarships were awarded to international partners,
covering the convention registration fee.

Organizing Leadership Institute sessions for November 2005.

NAMI NJ completed its second Spanish F2F teacher training in July, certifying 14
new teachers; NAMI Georgia will hold its first Spanish teacher training in
September.

STAR Center supported scholarships for consumers of diverse backgrounds to
attend Alternatives conference later this fall.

November 2005 accomplishments:

Leadership Institute Scholarships: 7 scholarships awarded to diverse NAMI
leaders to attend the Fall Leadership Institute in Nashville, TN. Recipients are
state BOD members from CA, NY, TX, MS and WA.

Leadership Institute Program Tracks/Meetings: MAC will hold a Multicultural
Leaders Networking Meeting on Friday, November 11. These leaders will be part
of MAC‘s workshop session. MAC is working with the Educatin Department to
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identify presenters for its workshop session.

February 2006 Accomplishments:

Eliminating Disparities: Multicultural Strategic Summit
o Almost all speakers have been confirmed. 30 organizations have been invited
   to the Multicultural Action Center Working Group meeting. This group will
   identify 2 or 3 areas of focus and will develop a plan of action.
o The Center has awarded 15 scholarships and continues to receive
   scholarship applications.
o The Summit has been heavily promoted. MAC sent out 2500 Save the Date
   cards and in partnership with the Communications Team has posted Summit
   adds on different publications.
o MAC is working with partner organizations to host meetings by African
   American, Latino, AAPI, and American Indian networking sessions.

Leadership Institute: MAC will host 2 workshop sessions.


June 2006 Accomplishments:

Eliminating Disparities: Multicultural Strategic Summit
 All speakers have been confirmed. NAMI has secured leaders in the field to
   discuss disparities, best practices to address barriers, research issues, and
   much more. The agenda boasts nationally known African American, Latino,
   AAPI, and American Indian speakers.
 MAC has received $95,000 from corporate sponsors for this event. This has
   allowed us to increase the number of scholarship we are awarding.
 To date we have awarded 80 scholarships to people from around the country.
   The amount of each scholarship varies according to geographic location.
 The Summit has been heavily promoted.
 To date 160 people have registered for the Summit.
 Twenty-two organizations have confirmed participation at NAMI‘s Multicultural
   Partners Meeting.

MAC will host 1 workshop session at the June Leadership Institute Program.

In Our Own Voice Cultural Competence training for state trainers: This is the
second year that Majose has done a 90 minute cultural competence training for
IOOV, this time in conjunction with the St Louis education training institute. The
evaluations were really positive about the training. Majose and Sara O‘Brian will
discuss follow up ideas to make sure cultural competence is embedded in the
program.

We performed a state-wide Peer-to-Peer training in New Mexico in March,
putting 6 new Mentor teams in the field. (Goal 2). In addition, we performed a
local training in New York City, also in March, and put 2 new teams into the field.

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Participants were from very diverse backgrounds. New York state has dropped
support for the program, but the NYC-Metro affiliate believes it is very valuable.




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3. NAMI National is tracking voluntarily supplied data on membership
diversity over time (e.g.: age, sex, race, ethnicity, self-identification as
consumer, etc.) and has successfully recruited, enrolled, trained,
supported and maintained a 10% increase in diverse population
membership and leadership.

June 2004 “next steps”:

   development of data collection strategy needed; Web site online members
    providing some data
   action deferred to FY2006

August 2004 accomplishments:

   no reportable activity; BOD recommendation to delay action

November 2004 accomplishments:

BOD recommendation to delay action on membership data collection, however
MAC has worked with the Education and Training Center to collect data on
programs:
 Currently collecting Spanish F2F program data.
 Publicizing and recruiting Spanish F2F teachers for the Spanish Training of
   Trainers that will take place in April 2005.
 Starting data collection of African American Family to Family teachers and
   trainers.
   Publicizing and recruiting African American F2F teachers for the Training of
   Trainers that will take place in April 2005.

January 2005 accomplishments:

   To date 19 states have reported the numbers of minority Family to Family
    teachers. As expected, there is very little recruitment of minority teachers and
    we are starting an outreach and awareness series for State Program
    Directors. The April F2F Training is focusing on recruiting people of color.
   New Family to Family evaluation asks for participants‘ racial/ethnic
    background.
   Overall survey of IOOV minority composition. Based on results, IOOV is
    working on diversifying the presenters group.

June 2005 accomplishments:

   New Family to Family evaluation asks for participants‘ racial/ethnic
    background.
   African American Leaders Group Survey: Data collected from affiliates around
    the country to identify African American membership and participation around
    the country.
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August 2005 accomplishments:

African American Leaders Group Survey: Members of the African American
Leaders Group compiled 37 responses, as detailed above. A copy of the
preliminary findings is attached for your reference.

NAMI Diversity Survey: MAC is developing a web-based, NAMI affiliates survey
(Targeting 10% of NAMI affiliates). This survey will measure affiliate African
American and Latino membership, leadership roles, programs, materials and
community partnerships. The results of the survey will be presented at the
Winter 2005 Leadership Institute.

November 2005 accomplishments:

NAMI Minority Inclusion Survey: Targeting 300 NAMI affiliates; this survey will
measure affiliate African American and Latino membership, leadership roles,
programs, materials and community partnerships. The results of the survey will
be presented at the Winter 2005 Leadership Institute.

February 2006 Accomplishments:

Minority Inclusion Survey completed by NAMI‘s African American Leaders
Working Group, with 193 NAMI affiliates participating (random sample of 299
solicited for input). Survey reveals interest in, but lack of knowledge regarding,
engaging with diverse communities. The survey looked at outreach efforts,
membership numbers, and leadership roles. A full report of the survey results is
being prepared now.


June 2006 Accomplishments:

no reportable activity this quarter; Membership Count Task Force meeting to
make recommendations regarding membership records and management

The Membership Count Task Force met on April 7 in St. Louis, Missouri, to listen
to presentations from Mike Fitzpatrick, Bill Snyder, and Liz Smith on the
technology used to process membership and current barriers to attaining
accurate membership information from the field and NAMI National. The task
force came up with an initial list of recommendations which will be discussed
further and then submitted to the States Relations Committee at the June board
meeting.




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4. All NAMI communications are culturally appropriate and key NAMI
communications are produced and disseminated in Spanish.

June 2004 accomplishments:

   Successfully piloted an adapted version of Parents and Teachers as Allies in
    Key School. The program will be revised based on participants‘ feedback and
    will be piloted in two more sites.
   Spanish language sessions for NAMI‘s Convention.
   Spanish language materials for MIAW and Bipolar Awareness Day.
   Second Spanish F2F Training of Trainers underway.
   Collection of articles and edition for the Advocate – Spanish Section.
   Various translations (Campaign for the Minds of America, Bipolar Day, etc.).
   NAMI New Jersey kicked off its 10-site Spanish F2F program in March, and
    we continue to give technical support and consultation to this vital project.

FY04/FY05 resourcing:

   staff: Multicultural Action Center, with assistance from paid translators and
    volunteers
   FY2005 budget includes Spanish translations of various program materials,
    brochures, and expansion of Web content

August 2004 accomplishments:

   MaJose Carrasco and Mike Fitzpatrick met with the Pan American Health
    Organization to discuss joint projects. Currently identifying materials for
    translation and future opportunities.
   MAC provided technical assistance to state and affiliate offices in regards to
    cultural competence and outreach.
   Currently editing a new mental health fact sheet for Asian Americans
   Spanish language sessions for NAMI‘s Convention.
   Spanish language materials for MIAW and Bipolar Awareness Day.
   Translations, design and layout of Spanish Bipolar and Spanish Suicide
    brochures.
   Articles and edition for the Advocate – Spanish Section.
   Technical assistance to consumers in Mexico, Colombia, Paraguay, Uruguay
    and Argentina over the telephone. Send materials and referrals to coalition
    members in such respective countries.
   NAMI California and NAMI New Jersey continue to lead the way in expanding
    F2F in Spanish in their states. Each of these state organizations has a core
    of certified Spanish trainers, run ongoing Spanish classes, and employ
    Spanish speaking staff to support community outreach and program
    administration. NAMI California has trained over 30 Spanish teachers. NAMI
    New Jersey, in collaboration with the New Jersey Mental Health Institute, Inc.,
    received a SAMHSA grant to bring Family-to-Family to the Spanish
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    population in that state. Nine cities in New Jersey are targeted to offer Family-
    to-Family en Espanol. Several classes were completed this spring.
   NAMI national held the second Spanish Family-to-Family Training of Trainers
    in 2004 and has certified 32 Spanish F2F trainers as follows:
        1      Alabama              2 Oregon             4 New Jersey
        7 California               2 Pennsylvania
        1      Florida              5 Texas
        2      Georgia              9 Mexico
   A Spanish Family-to-Family teacher training session is anticipated within the
    next 12 months in each of the states, except for California and Mexico where
    ones have already been held.

November 2004 Accomplishments:

   Currently reviewing and piloting Spanish F2F Support Group Manual in
    NAMISA (Tucson, AZ and San Diego, CA).
   Translated Medicaid article for Winter Advocate.
   Published African American and Asian American community fact sheets
    (Available online and distributed to NAMI MAC networks).
   Kathryn McNulty spent a week in Mexico offering the Peer to Peer training.
    INGENIUM, a NAMI MAC partner organization, is currently translating this
    program into Spanish. Consumers are doing all translation and adaptation.
   Translated STAR Center‘s information and provided Spanish language
    materials for STAR‘s web site.
   Launched NAMI MAC‘s African American E-news. There are 200 people on
    this email list.
   TAMI, a NAMI MAC partner organization in Taiwan, has translated more
    NAMI materials into Mandarin. After review, these materials will be available
    on line and publicized through different sources.

January 2005 accomplishments:

   Currently reviewing and piloting Spanish F2F Support Group Manual in
    NAMISA (Tucson, AZ and San Diego, CA). This project should be finalized
    by March 2005.
   Submitted Spanish language article for the 1st issues of Salud Mental, a
    mental health magazine in Spanish.
   Provided 2 interviews about NAMI and mental illness in Spanish (One for
    Telemundo‘s morning news program and one for a future documentary about
    mental illness).
   Translation of new Family to Family curriculum adaptations underway.
   PAHO has agreed to translate, design and print NAMI brochures in Spanish.
   Created new fact sheet about mental illness focusing on the African American
    community.
   Compiling information and resources for the Asian American Symposium.
    Disseminated Real Psychiatry: Doctors in Action, a American Psychiatric

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   Association video created to provide information to medical students and
   others interested in the profession of psychiatry. It was also created to
   increase the number of psychiatrists from different racial, ethnic, and cultural
   groups.

June 2005 accomplishments:

NAMI Programs
 New IOOV Training Guideline: All cultures and communities should be
  represented in at least 2 presenters from each locale.
 New IOOV Trainers Manual includes a section on cultural competence. MAC
  director held a 2-hour cultural competence session during the IOOV Training
  of Trainers.
 Developed guidelines for engaging diverse communities for IOOV presenters.
 Coordinating translation of new Family to Family curriculum adaptations.

Media Outreach
 Telemundo‘s talk show: Identified NAMI members to participate in
  documentary about mental health. This program featured 3 NAMI members
  and provided NAMI helpline number and web site address.
 Univision‘s Enterate Campaign: During May Univision is running PSAs and
  features about mental health. MAC worked with producers to create
  educational and positive TV spots and features about depression,
  schizophrenia, bipolar disorder, and ADHD. Identified psychiatrist for different
  interviews. Univision is featuring NAMI‘s helpline number and web site.
 HTN Cable network: This Spanish language station featured the NAMI
  Helpline number and the web site address during 3 shows about mental
  health. MAC identified a psychiatrist to answer questions from the audience
  about depression, ADHD, and anxiety.
 Mennonite Media: Identified minority NAMI members to participate in
  documentary about mental health.
 BET Forum: Black Entertainment Television organized a Mental Health
  Forum to educate BET top executives about mental health issues. Three
  NAMI leaders (consumer and family members) spoke at the event. BET also
  distributed NAMI fact sheets about mental illness and featured on its web site
  an article that included information about NAMI.

New Materials and Articles
 Created 3 new fact-sheets:
      The Facts about Stigma in Diverse Communities
      African Americans and Mental Illness
      Basic Steps for Successful Multicultural Outreach
 Created Spanish language brochures about depression, bipolar disorder, and
  NAMI‘s services.
 Multicultural Partner Coalition Newsletter sent out in February and April to
  Coalition Partners and interested NAMI members.

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   Submitted Spanish language article for the Salud Mental, a mental health
    magazine in Spanish.
   Starting with the summer issue, NAMI will have a regular column in Psychline,
    a Latino behavioral health journal that has a circulation of 20,000.
   MAC submitted an article about Family to Family and the importance of family
    education and support for the World Fellowship for Schizophrenia and Allied
    Disorders newsletter.

August 2005 accomplishments:

Univision’s “Salud es Vida: Entérate” Campaign: This is the 2nd year of this 5
year health awareness campaign. NAMI, as Univision‘s mental health partner,
was highlighted in numerous PSA, news stories, and a half-hour special about
mental health. MAC staff reviewed scripts for accuracy and sensitivity. NAMI
members were interviewed for the different spots, and the NAMI HelpLine
number was featured throughout the month.

Peer to Peer: MAC staff is reviewing and editing the Peer to Peer program
Spanish language translation. After completion of this time-intensive task, MAC
will work with Peer to Peer staff to pilot the program in 4 different sites.

AAPI E-News: New service for Asian American and Pacific Islanders (53
subscribers to date).

Material Revision: MAC has revised and updated all NAMI Spanish language
fact sheets.

Multicultural Action Center Newsletter: Published and sent in July and early
September to Multicultural Partner Coalition and interested NAMI leaders.

Spanish Language Newsletter: This quarterly newsletter will be similar in
content to NAMI's Advocate. It will feature state & affiliate news, research and
policy updates, education resources, personal stories, and much more. The
newsletter is free of charge for all NAMI states and affiliates. Postage payment is
required for orders over 10 copies. An electronic version of the publication will
also be available from the NAMI web site.

Manual Publication: As complements to their respective sessions, the AAPI
Resource Manual and Working with Congregations to Reach African American
Families were published and distributed in CD-ROM form during 2005 NAMI
National Convention. Both manuals are also available on line.

Psychline article: NAMI leader, Lupe Morin, was the column‘s guest contributor.

Mental Illness Awareness Week: Translated MIAW posters. Spanish newsletter
will be publish this week.


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Spanish-language Web section: From May to July the Spanish language
section of the web site received 34,443 hits. We had an average of 170 visits per
day!

For fall 2005, five Spanish F2F 12-week classes are posted on the NAMI Web
site, with several more soon to be confirmed.

STAR Center Web site includes Spanish-language resources and
transcripts/translations of all teleconferences; teleconference on employment
conducted in Spanish.

November 2005 accomplishments:

Helpline Phone Calls: Provide approximately 1-2 hours a week answering
Helpline phone calls in Spanish.

Avanzamos! This quarterly newsletter will be similar in content to NAMI's
Advocate. It will feature state & affiliate news, research and policy updates,
education resources, personal stories, and much more. The newsletter is free of
charge for all NAMI states and affiliates. Postage payment is required for orders
over 10 copies. An electronic version of the publication will also be available.
Articles for first issue include:
o NAMI greetings - Brief NAMI history and goals for the future.
o NAMI News –Brief highlights of NAMI San Diego, NAMI MD, and NAMI Santa
    Clara.
o My Experience with Recovery –Tips and information about resources.
o Latino Involvement in System‘s Transformation – Fred Sandoval writes about
    the transformation of the NM system, his role on this, and the creation of a
    Latino advocacy committee to guarantee cultural competence.
o Ask the Doctor – Dr. Esperanza Diaz from Yale University briefly cover the
    medications for mental illness as an introduction to this on going column.
    Readers are encouraged to email questions. We will answer 1 or 2 question
    per issue.
o Among Friends – A mother‘s personal story after her son‘s suicide. This
    article highlights Family to Family and mentions NAMI GA‘s effort to help the
    Latino community.
o News You Can Use – Medicare Part D – Information about the new
    prescription drug benefit program and how to sign up.

Mental Illness Awareness Week: Translated MIAW and BPAD posters.
Provided minority mental health statistics for newspaper stories and a radio
show.

Suicide Brochure Translation: ―Suicide: Taking Care of Yourself After an
Attempt‖ (for consumers), ―Suicide: Taking Care of Yourself and Your Family
After an Attempt‖ (for family members), and ―Suicide: Helping Patients and
Families After an Attempt‖ (for providers). MAC staff edited translation and
finalized publication.
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Multicultural Action Center Newsletter: Currently working on November 05
issue. Over 100 people receive this publication. The November issue will focus
on disparities in mental health and will publicize the 2006 Summit.

Gay and Lesbian (GLBT) Mental Health Information and Resources:
Responding to an increase in the number of requests for GLBT specific
information, Jennifer Weiss is currently researching and compiling existing
resources for this community. Jennifer will identify GLBT mental health groups
and will invite them to join the Multicultural Partner Coalition. All these
information and resources will be compiled on a new web site GLBT section
under Multicultural Resources.

February 2006 Accomplishments:

¡Avanzamos! : First issue published in January 06. 3,200 hard copies have been
distributed.
232 people have signed up to receive electronic version. This group forwarded
the newsletter 96 times. MAC is currently working on the next issue of the
newsletter.

Multicultural Action Center Newsletter: First 2006 issue about to be released.
It focuses on African American communities and highlights NAMI programs and
leaders from this community. 160 people have signed up to receive this
publication. The publication also goes out to 60 organizations, and 30 key MAC
contacts. BOD members and NAMI leadership Councils also receive the
electronic file.


June 2006 Accomplishments:

Avanzamos!: Second issue of this Spanish-language published and distributed
the second week of June. 3,000 copies will be mailed. The additional 1000
copies will be distributed throughout the summer. More people have registered
to receive the electronic version of the newsletter.

Multicultural Action Center Newsletter: Published April 06 issue which focused
on the States Grading Report. Next issue will come out in July 06 and will
highlight the Multicultural Strategic Summit.

African American mental health booklet: MAC is working closely with NAMI TN
on the creation of this resource. The brochure will provide easy to read
information about mental health, offer stories that are easy to relate to, describe
signs and symptoms of mental illness and more. NAMI TN convened a focus
group to identify issues to address and the best way to convey the information.
The current draft is under review by MAC.

The Spanish language translation of Peer-to-Peer is well underway, with firm
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dates for a Spanish language pilot Mentor training set for September, 2006. We
are still planning the production of a Spanish language outreach video and
program brochure by December, 2006.

Value Options radio PSA: This Spanish language PSA run during May as part of
Mental Health Month. It was a short spot about NAMI, what we do, and the types
of services we provide.




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5. Interpretation services are provided at key NAMI events.

June 2004 accomplishments:

NAMI 2004 Convention will provide signed interpretation and closed captioning

FY04/FY05 resourcing:

   staff: Multicultural Action Center and Convention team
   FY2005 budget includes expenses of interpretation at Convention
   STAR Center grant covers some associated expenses

August 2004 accomplishments:

2004 Convention will have signed interpretation (40 consumers with hearing
impairments participating through National Association for the Deaf ―Breakout‖
collaboration)

November 2004 Accomplishments:

Deaf community track and interpretation provided at Convention

January 2005 accomplishments:

Deaf community track and interpretation provided at 2004 Convention

June 2005 accomplishments:

No reportable activity this quarter

August 2005 accomplishments:

No reportable activity since June.

November 2005 accomplishments:

No reportable activity since August.

February 2006 Accomplishments:

No reportable activity

June 2006 Accomplishments:

No reportable activity this quarter; budget constrained



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                                                          Consolidated Report ~ June 2006
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                         STRATEGIC GOAL #4

NAMI is joined by new and influential partners who
provide support and funding in achieving NAMI’s
strategic goals and mission.
Lead Staff: Mike Fitzpatrick
with Darcy Taylor, Katrina Gay, Chuck Harman, Warren Karmol, Candita Wacker
see Development quarterly report for more activities

KEY RESULT MEASURES:

1. All NAMI organizations’ (national, state, local) bases of support have
continued to diversify, achieving a stronger balance of revenue sources.

June 2004 accomplishments:

   $22,500 in direct revenue generated each month from Web site – a 10%
    increase: $8,000 in donations, $10,300 in convention registrations and $4,200
    in product purchases
   NAMIwalks aggressively expanded, expecting $3M across country to support
    diversification of funding at all levels
   Expect to seek continuation of STAR Center CMHS grant
   Efforts to expand other federal grants underway with conversations about
    grant/contract possibilities at highest levels
   Will seek national sponsor for Walk in FY2005

FY04/FY05 resourcing:

   staff: Development team, with support across all National staff
   FY2005 budget includes support for expanded NAMIwalks and special events
    in honor of 25th anniversary

August 2004 accomplishments:

   Over all, aggressive strategy to diversify funding and find new funding
    sources:
   OnLine Auction – November 5-14 – The committees are nearing completion
    and set for conference calls in early August. There are 7 Chairs of the
    committees and approximately 75 committee members. Item acquisition has
    begun.
   ―Time Out in Texas‖ – November 2005 – Clint Black is in the process of
    confirming the date for a benefit event to be held in Houston. NAMI TX and
    NAMI Houston have been contacted to query their interest in supporting the
    event. Stay tuned.
                                                         NAMI 2004-2006 Strategic Plan
                                                        Consolidated Report ~ June 2006
                                                                               Page 78
   Gala to Recognize 25 Years of Scientific Research – est February 2005 –
    The Foundation Advisors from D.C. have asked to join in the effort to plan a
    significant gala for Washington D.C. Proposals are currently in development.
   ―Unmasking the Mystery of Mental Illness‖ – March 5, 2005 – Chip and Ella
    Flower of New Orleans are leading this effort with Ed Foulks to recognize
    Senator Breaux and Representative Tauzin, both retiring from the U.S.
    Congress and Ed Foulks, retiring from Tulane University. The event is on-
    progress and will be held in the Flower home for est. 100 guests.
   Other events in planning stages
   Professional Supporters Campaign to recruit providers as NAMI supporters,
    launched

November 2004 Accomplishments:

   NAMI National continues to diversify revenue sources:
        o Over $29,000 in donations was received online, plus over $16,000 in
           online donations for NAMIWALKS D.C.
        o $35,000 worth of convention registrations and $21,000 in product sales
        o Compared to 2003: Over 25% more donation revenue for the National
           office (including DC Walk)
   First online auction, gala events and benefit concert all yield unrestricted
    income.

January 2005 accomplishments:

   Clint Black benefit concert brought new sponsors and ticket sales well beyond
    NAMI members (final outcomes as yet unknown)
   Better data reporting on cost/benefit of fund raising efforts is allowing
    thoughtful choices about best courses to pursue, for example:
    Introduction of ―NAMI Voice‖ donor newsletter proves effective fund raising
    tool and will be continued; Professional Supporter proves less successful and
    promotion is being reconceived

June 2005 accomplishments:

Unmasking the Mystery of Mental Illness – March 11, 2005
110 patrons attended the event in New Orleans hosted by Chairs Walter and Ella
Flower. Patricia Cliff attended and served as NAMI National Advisor and 20 state
and local NAMI leaders were invited as complimentary guests. The event
received publicity in the social press.
Contributions received and pledges due: $71,350
Expenses: $15,950
Net Raised: $55,400

Gala to Recognize 25 Years of Scientific Research – October 6, 2005
Unmasking Mental Illness--A Masked Ball * Mellon Bldg, Washington, DC
Campbell-Peachey has been retained as event planner and
                                                         NAMI 2004-2006 Strategic Plan
                                                        Consolidated Report ~ June 2006
                                                                               Page 79
coordinator/consultant.
Budget projections: Income: $200,000 sponsorship; $100,000 donations *
Expenses $140,000 for net $160,000.
Sponsorships are set at $25,000/each
Tables will be sold at $10,000/each; tickets will be sold at $500/each
Capacity is 450.

Other events in development include
   o     New York dinner party at the home of Patricia Cliff.
   o     Pre-event dinner event at the home of Tom Rohlen in San Francisco

Prospecting Direct Mail: the typical direct mail program where we rent or
exchange lists in search of new donors to the organization.

Special Appeals: designed to ask for additional contributions from current
members/donors. Each appeal should have a different theme. Special appeals
are designed to raise money for current and future projects. Appeals depict and
demonstrate need and shows how NAMI is working to solve these issues.

The Newsletter Program: designed for current donors to NAMI. These are
general information newsletters that tell the stories of NAMI with its successes
and challenges. The newsletter is enclosed in an envelope with a return
envelope and a reply device, looking like a direct mail piece. This program is, so
far, very successful.

Lapsed Donor Program: designed to recapture the donors that have lapsed. A
current donor, as defined, is a donor who has given in the last 0-36 months. The
lapsed donor program does not start until the donor has reached the 37 th month
threshold.

Professional Supporter Program: designed to sign up new professional
supporters from different outside lists, such as the APA and to recapture the
former professional supporters we had in the past. A professional supporter
pays NAMI $75. In recognition of this support, the professional giver is listed on
the NAMI web site and is sent a package that includes NAMI brochures and a
brochure holder, bookmarks with NAMI‘s Helpline and web site information and
lastly, a certificate the professional can display in their office to show they
support NAMI.

Internet/E-Mail Fundraising: This fiscal year we have experimented fairly
heavily with this medium. The e-mail list that we use is the list of approximately
30,000 people who have registered on the NAMI web site to receive access to
the entire web site. This medium will not replace the mail efforts and time soon,
rather supplement them and provide an additional giving channel and revenue at
very little cost.

Matching Gifts Program: In an effort to increase matching gifts from our
members and donors, we have purchased a book that lists all the matching gifts
                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                                Page 80
companies in the United States. In going through this book we have found 301
companies that we are eligible to receive matching gifts. In order to promote
these 301 companies, we will do several things: 1) listing these companies in the
newsletters, 2) listing these companies on the web site, 3) make it as easy as
possible for members/donors to match their gift by providing the necessary
paperwork and instructions to complete the match. If we can get 10% of our
membership base to match their membership/donations we could raise an
additional $250,000.

August 2005 accomplishments:

     Development Director Darcy Taylor has been hired. His first task is to
    develop a wide ranging plan of recommendations regarding expanding NAMI's
    capacity to engage major donors, foundations and other private sector givers.

     Chuck Harman has been tasked with working with Darcy on the
    development of capacity within the foundation world.

     The October Washington DC Gala is NAMI is initial move toward
    developing an annual high profile fundraising event.

      Implemented an online real estate referral program, allowing NAMI to
    receive a percentage

November 2005 accomplishments:

Team Leads: Mike Fitzpatrick, Darcy Taylor, Chuck Harman, Katrina Gay,
Warren Karmol

Prospecting, direct mail, leadership alliance, donor cultivation, gala, newsletter
(Voice), professional supporter, online giving, lapsed donors, matching gifts,
sustainer options

Continuing with funding for 2005 and have secured a record $6.1 million of firm
pledges with 96% already collected. This represents a $1.1 million (24%)
increase over last year. Chuck, Candita and Mike Fitzpatrick have continued to
visit with new and existing sponsors to solicit funding for 2006.

The first annual NAMI Research Gala was a big success, with Corporate
Relations staff raising over $400,000 for the event. Twenty three corporations,
including 10 new sponsors, supported the event. The Gala was a great way to
expand our existing relationships with corporate partners, while at the same time
developing new ones

Preparations are underway for the Annual Corporate Partners Meeting, which will
be taking place November 15-16 2005 in Washington, DC. We expect nearly 30
sponsor representatives to participate.

                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                                 Page 81
Prospects:
o Grants have been submitted to Bristol-Myers Squibb, Wyeth, and Abbott, with
   more on the way throughout October and November.
   o Candita is developing a proposal for multi-cultural outreach for Otsuka.
   o Early efforts are underway for the APA Annual meeting in 2006, taking
     place in Toronto, Ontario. NAMI will host the 16th annual Exemplary
     Psychiatrist Awards and will meet with corporate partners during the
     meeting.

Chuck Harman was named to the Neurotin Settlement Advisory Board, a group
that will help facilitate the disbursement of nearly $21 million in non-profit grants
from a class action suit. NAMI will be eligible to apply for a grant.

Current Major Giving solicitation activity Includes:
o Income from program codes 5103 Major gifts July 1, 2005 – present -
  $276,370
o September leadership Alliance income - $43,375
o Income program Code 5104 planned gifts - $78,381
o Total for Program Codes 5103 and 5104 - $354,751
o Income Memorial and Endowments - $44,600
o Other Solicitations that include Major Donors
o Hurricane Relief Gifts (Program Code 6001)
o DC Gala Gift/Tickets (Program Code 5302) (Does not include Corporate Gifts
  to Gala)

Internet/E-Mail Fundraising: Last fiscal year we have experimented fairly
heavily with this medium. The e-mail list that we use is a list of approximately
30,000 people who have registered on the NAMI website to receive access to the
entire website. This medium will not replace the mail efforts any time soon,
rather it supplements them and provides an additional giving channel and
produces revenue at very little cost.

Last fiscal year we had some minor success, the results are as follows:

July 2004: Ramiro's Story
11 donations totaling $510

11/25/04: Amazon.com
$1,279.25 referral fees for NAMI

12/01/04: 'Tis the Season for Giving
10 donations totaling $505

12/08/04: Perfect Gift (Honorary & Memorial Tributes)
11 donations totaling $681

12/15/04: Car Donations
                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
                                                                                  Page 82
1 donation totaling $35
(Still waiting for totals concerning actual car donations)

12/21/04: Stock Donations
1 donation totaling $35
 (No word on any actual stock donations)

12/27/04: Last Chance to Give in 2004
29 donations totaling $1,945

Holiday total: 52 cash donations and Amazon referral fees totaling $4,490.25

December 2003 donations: 209 totaling $23,655
December 2004 donations: 308 totaling $36,737

February 2006 Accomplishments:

Development revenue totals for the quarter reached $2.3million. This represents
income from direct mail, online year-end appeals, major donor income,
memorials/honorariums, gift annuities, estate planning, professional mailings and
endowments (see attached charts).

We have increased the number of contacts resulting in an addition of 250 new
major donors in the last quarter. Direct mail contacted increased by 30%, and a
52% increase in the number of online donations during the year-end giving
campaign. There was also a 90% increase in the amount donated through online
appeals. (see attached charts)

Online giving has increased from 1359 at year‘s end 2004 to 2219 year-end
2005. This number does reflect Hurricane Katrina Relief Fund Donations
numbers.

We have experienced a 150% increase in gift annuities this past quarter
compared to last year. We reached income totals for the quarter in gift annuities
of $350,000.

The development department has continued to increase the number of contacts
and appeals in all areas listed. The direct result has been a 20% increase in the
funding from major donors, direct mail and gift annuities in the past quarter.
Additional new development initiatives include:
o Prospecting Direct Mail
o Special Appeals
o The Newsletter Program
o Lapsed Donor Program
o Professional Supporter Program
o Internet/E-Mail Fundraising
o Leadership Alliance Recruitment Program
o Telemarketing and Sustainer Program


                                                              NAMI 2004-2006 Strategic Plan
                                                             Consolidated Report ~ June 2006
                                                                             Page 83
o Matching Gifts Program-

Through our Corporate Relations team, new non-vested sponsors are being
actively sought, including on-going conversations and meetings with New
Harbinger Publications (book publisher), the Special Needs Trust, Together RX
and other companies.

Continuing with vested corporate funding for 2005 and have secured a record
$6.1 million of firm pledges with 96% already collected. This represents a $1.1
million (24%) increase over last year. Chuck, Candita and Mike Fitzpatrick have
continued to visit with new and existing sponsors to solicit funding for 2006.


June 2006 Accomplishments:


Donor revenue totals for this quarter are $601,557 - an increase compared with
the 2005 spring quarter. Income reflects direct mail, online year-end appeals,
major donor income, memorials/honorariums, gift annuities, estate planning,
professional mailings and endowments. Donor outreach continues, including
addition of 75 new major donors in the last quarter.

Individual fundraising areas (HelpLine donations, car donations, honorary gifts,
matching gifts and workplace giving) have generated an additional income of
$70,505 for this quarter.

Book Sales: Continuing work with New Harbinger Publications to develop
special website that will offer discount prices on mental health related books for
NAMI members. NAMI will receive a 15% commission on all sales.

Produced and delivered Amazon.com promotional e-mails for Mother‘s and
Father‘s Day.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                         Page 84
2. NAMI has developed “revenue share” agreements on all new internal
(national/state/local) collaborative development projects.

June 2004 accomplishments:

   Board Development Committee considering revenue share formula

FY04/FY05 resourcing:

   staff: Development team
   requires no dedicated funding

August 2004 accomplishments:

   Readying a new pilot system for accepting NAMI memberships online;
    working with numerous states to enable individuals to join via Web site;
    membership dues split automatically through system, all records
    simultaneously updated
   Several local Walk sites are incorporating state ―shares‖ in their Walk
    proceeds

November 2004 Accomplishments:

   Working to establish ―fair and reasonable‖ revenue share agreements with all
    Walk sites, including equations that bring funds to all levels of NAMI.
   Interest remains high in a deferred collaborative direct mail pilot project which
    would include a revenue share formula.

January 2005 accomplishments:

Revenue share arrangements in place in all Walk sites

June 2005 accomplishments:

   All Walk sites have revenue share agreements in place, built around gross
    revenue
   Online membership pilot with 8 States currently participating builds in dues
    sharing ($10 to National, $25 to State, for distribution to Affiliates in accord
    with standard State practices)

August 2005 accomplishments:

The revenue sharing agreements that are a part of the Walk Program strive to
include the state, local and national components of NAMI. The exact amount
shared between the national organization and Walk sites is determined by a
sliding fee scale determined by the length of time the Walk site has been a Walk
Program participant. (20% of the gross revenue for first year sites, 15% for


                                                             NAMI 2004-2006 Strategic Plan
                                                            Consolidated Report ~ June 2006
                                                                            Page 85
second year sites and 10% for third year and beyond sites...with the first $10,000
earned as exempt form the calculations). The sharing of revenue other than with
National, whether a local affiliate a group of local affiliates, a state organization
and a local affiliate or a state organization and a group of local affiliates, is
determined by a consensus process among the participating Walk site partners.
NAMI National reserves the right to assure that all local revenue sharing
agreements are fair and reasonable in order to assure the stability and growth of
the national Walk Program.

November 2005 accomplishments:

All Walk sites have revenue share arrangements in place.

February 2006 Accomplishments:

All Walk sites have revenue share arrangements in place.

June 2006 Accomplishments:

All Walk sites have revenue share arrangements.




                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                          Page 86
3. NAMIwalks has a national sponsor and is successfully established in
every state.

  June 2004 accomplishments:

     May 2004 Walks brought numerous local and some regional sponsorships
      which may yield national sponsor
     FY2005 plan specifically targets national sponsor

  FY04/FY05 resourcing:

     staff: Development team, with support from across National staff
     requires no dedicated funding

  August 2004 accomplishments:

     32 Walks completed in May raised over $2.5 million and involved over
      25,000 walkers
     4 Walks are planned for October, 2004 – New Jersey, Orlando, Helena,
      MT and Washington, D.C. – gross revenue expected to be in the $400,000
      range
     14 new Walk sites approved for 2005 – 3 additional sites under review
      currently
     2005 Walks will number 55 – the majority will continue to be held in Spring
      in May
     New major media markets for 2005 Walks include: Atlanta, Seattle,
      Miami/Fort Lauderdale, Phoenix, Dallas. San Francisco, San Diego,
      Winston-Salem, New York area

  November 2004 Accomplishments:

     We have two ―serious leads" for potential national or regional Walk
      Program sponsors. One is in the east and one is in the south of the US.
      In addition we have two other possible regional Walk Program sponsors
      that we will be approaching to gauge their interest. One is in the south
      and one is in the west.
     The Walk Team understands that securing national and / or regional
      sponsors is critical if we are to invest significant resources at the national
      level to grow the Walk Program.

  January 2005 accomplishments:

     Continue to have over 50 sites for 2005
     Marketing for national sponsorship will begin in earnest in late January




                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                          Page 87
   June 2005 accomplishments:

   Team Members: Lead: Warren Karmol, Mari Pierce NAMIWALKS
   Coordinator, Steve Leonard (consultant).

   We continue to have 50 sites planning for Walks in 2005. Our revised
   schedule for the year is as follows:
             April          May         July         October
               6             27          1              16

   The shifts in the numbers are due to several affiliates moving their Walks
   back to October for various local reasons. All of our Walk held thus far have
   been successful, both in revenue generated and in the number of walkers
   participating and we continue to be on track to raise $4,850,000 targeted for
   the Walk Program in 2005.

   Our Walk site sponsor development for just the spring Walks has surpassed
   $1.1 million! These are business, organizations and individuals that have
   given between $250 and $25,000 in support of a Walk. Our goal for this
   phase of the program was $800,000.

   The initial investment in expanding the capacity and ease of use of the Walk
   web site has been a tremendous success. Through continuous daily
   adjustments to one of, if not the best, internally developed Walk web sites in
   the country we have the following statistics to share for our spring Walks:

         Number of Walkers Registered Online – 3,757
         Number of Walkers With Personal Pages - 1,776
         Number of Teams with Team Pages - 683
         Donations Received by Those with Personal Pages - $189,237.97
         Total Amount of Online Donations Received - $230,098.97

August 2005 accomplishments:

Members of the Walk Team are busy preparing for the 50 returning Walks and 25
new Walk sites in 2006.

                                     Spring                                Running
            2003        2004                         Fall 2005
                                      2005                                  Total
Walker
           4,850       16,855        30,519
  s
                                                      $170,150
          $662,00    $1,724,42                     (includes only
  $$                               $2,998,956                             $3,169,106
             0           7                         early sponsor
                                                       dollars)




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                         Page 88
          NAMIWalks 2005 Sponsorship Income Report
                       < Fall Walks >

Last Updated: 7.31.05
1st Year Sites are in
Red
       Walk Site              Cash      Last   Verbal/Mem Inkind   Last
                           Sponsorship Updated     o/     Donatio Update
                             Income              Report     ns      d
Fall Walks
Alaska                            $10,250    7.20.05     Memo
Georgia - Atlanta                 $11,100    7.27.05     Report
Lexington, KY                     $14,000    7.28.05     Report          $8,500 7.28.05
Los Angeles                       $70,000    7.31.05     Report
Montana                            $3,250    7.28.05     Verbal
New Hampshire -                   $43,250    7.13.05     Report
Concord
North Carolina - Triad             $3,750    7.12.05      Memo
Region
Ohio - Greater                    $23,500    7.21.05      Memo
Cleveland
Ohio - Greater Toledo              $3,500    7.20.05      Memo
Ohio - Summit                      $4,000     4.9.05      Memo
County/Akron
Oklahoma                           $3,000    7.20.05     Memo
Orange County, CA                  $5,900    7.28.05     Report
Pennsylvania -                    $30,000    7.29.05     Memo
Harrisburg
Texas - Austin                    $34,750    7.30.05      Memo
Washington DC
Total:                           $260,250    7.31.05                     $8,500 7.28.05

   The goal for the 2005 WALK season (spring and fall sites) is $4.5 million. We
    will need to raise about $1.4 million from our fall walks. To be on track to do
    this we need at least $300,000, and probably closer to $400,000 (around 30%
    of $1.4 million) in sponsorship income. Final reports from Spring sites will
    close out in August 2005 (90 days from WALK Day).

   Early reports from Fall sites will be available by the end of October 2005.




                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                          Page 89
November 2005 accomplishments:

team: Warren Karmol, Mari Pierce, Kara Sweeney, Darlene Cronin

                                                       Fall 2005
                                            Spring     (preliminary       Running
                2003           2004
                                           2005        #‘s)               Total

    Walkers     8,725          29,381      30,519      6,680              37,682
                $1,132,60      $2,747,94   $3,094,95                      $4,147,71
    $$                                                 $986,760
                0              9           2                              2

   The goal for the 2005 WALK season (calendar year) is $4.5 million.
   Presently we are at $ 4,147,000 with the Washington, D.C. Walk to be held
   on October 29th. We fully expect to reach between $4.4 and $4.5 million for
   the year and we still think that there is a significant chance (33%) that we will
   reach the $4.5 million goal for the program

                                NAMI WALKS: Fall 2005
                               (preliminary estimates)

                       $$         Walke                                       Walke
    WALK Site          Gross      rs       WALK Site           $$ Gross       rs
    Alaska,                                Orange
    Anchorage          $24,640    200      County, CA          $101,600       500
                                           New
    Akron, OH          $66,000    250      Hampshire           $86,650        400
    Toledo, OH         $35,000    500      Atlanta, GA         $104,120       500
                                           Montana,
    Austin, TX         $80,000    1,500    Helena              $47,000        200
    Lexington, KY      $98,000    991      Cleveland, OH       $50,000        400
    Los Angeles,       $230,00             Triad Region,
    CA                 0          1,500    NC                  $63,750        250
    Pennsylvania,                          Washington,         Not held       Not
    Harrisburg         $66,000    483      D.C.                yet            held

    1st year sites
    are in red.                            TOTAL               $1,052,760     7,764

   We expect to generate approximately $450,000 for NAMI national from Walk
   fees assessed each site this year and the DC Walk. In our report we will
   have the actual program expenses for 2005 and be able to the determine the
   income to expense ratio for the NAMI Walks Program.

   We are actively underway visiting and planning with approximately 34
   returning and 10 new Walks to be held next Spring. Additionally, we are
   working with 13 potential new sites Walks for next Fall.


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                           Page 90
    Tentative new Walk sites for 2006 are:
    Denver, CO              Las Vegas, NV             Indianapolis, IN
    Chicago, IL             Tallahassee, FL           Houston, TX
    Boise, ID               Rapid City, SD            Richmond, VA*
    Providence, RI          Milwaukee, WI *           Louisville, KY
    Kern County, CA         Minot, ND                 Lima, OH
    Fremont, OH             Lorain, OH                Mansfield, OH
    Appleton WI             Madison WI                Martin City, FL
    Hilton Head, SC         Medina, OH
    * past Walk sites that dropped out returning

    The national Walk sponsor solicitation package is completed and under
    internal review.

February 2006 Accomplishments:

The goals for the 2006 WALK season (calendar year) are to:
o raise over $6.3 million in new and unrestricted revenue;
o engage 44,000 walkers in approximately 64 walks in 42 states;
o develop13 new walk sites;
o launch a walk in 5 new major media markets
o (Denver, Chicago, Indianapolis, Houston, Las Vegas); and,
o guide at least two walks raise over $300,000 each (our first ones ever).

Presently we are at $ 750,000 in sponsorship revenue for our Spring Walks, with
our first Walk scheduled for April 1st.

June 2006 Accomplishments:

Efforts to seek a National sponsor continue; local/state Walks have been
successful in securing various levels of sponsorship, some of which may evolve
into greater degrees of investment.




                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                       Page 91
4. National purchasing arrangements have been established and vendor
and corporate in-kind giving has increased at all levels.

June 2004 accomplishments:

     insurance purchasing options available to affiliates and state organizations
     Scott Johnson is investigating opportunities for bulk hardware and software
      purchasing

FY04/FY05 resourcing:

     staff: various
     requires no dedicated funding

August 2004 accomplishments:

     State relations has introduced a resource purchasing pool so that states and
      affiliates can purchase printed materials in bulk. This model has led to cost-
      controls for NAMI and inventory efficiencies.

November 2004 Accomplishments:

     In November, NAMI National established centralized purchasing opportunities
      with Dell for IT needs at all levels of organization.
         Auction introduced new opportunity to promote corporate in-kind giving.
         Numerous national vendors participated; relationships will be pursued.

January 2005 accomplishments:

    Teleconferencing vendor negotiations include extension of National‘s rate to
     State and Local NAMIs
    NAMI‘s microsites offer high-end web technology to NAMI groups – latest
     addition, NAMI TX! http://texas.nami.org/

June 2005 accomplishments:

No reportable activity this quarter

August 2005 accomplishments:

No reportable activity since June.

November 2005 accomplishments:

      The Walks continue to offer in-kind giving opportunities at all levels across the
      organization, building relations that can be capitalized upon at other points in
      the year.


                                                             NAMI 2004-2006 Strategic Plan
                                                            Consolidated Report ~ June 2006
                                                                            Page 92
February 2006 Accomplishments:

The Walks continue to offer in-kind giving opportunities at all levels across the
organization, building relations that can be capitalized upon at other points in the
year.

NAMI received financial and in-kind support for media efforts related to the
release of the Grading the States report. Philadelphia-based PR agency VOX
Medica provided media training and other services for free.

June 2006 Accomplishments:

Design and promotion work for MIAW were provided pro bono.

Walk sites continue to look for in-kind donations.




                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                          Page 93
5. Strategic Goals and Key Result Measures receive priority in fund
raising.

June 2004 accomplishments:

   Development team uses Strategic Plan as base from which to develop
    grants and proposal ideas
   NEC Foundation proposal on Web-based delivery of NAMI CARE support
    model strictly grounded in Strategic Plan

FY04/FY05 resourcing:

   staff: Development team, in conjunctions with all staff
   requires no dedicated funding

August 2004 accomplishments:

   See notes throughout report
   Plan continues to identify priorities for potential funding ―matches‖
    throughout office

November 2004 Accomplishments:

   See notes throughout report
   Plan continues to identify priorities for potential funding ―matches‖
    throughout office.

January 2005 accomplishments:

Plan continues to identify priorities for potential funding ―matches‖ throughout
office.

June 2005 accomplishments:

   Child and Adolescent Action Center MacArthur proposal (Goal 2, KRM 1)
   CIT Resource Project seen as highly attractive funding target (Goal 1,
    KRM 6)
   Chuck Harman and Candita Wacker dedicating some of their time and
    expertise to building relationships with larger foundations, with an eye
    toward cultivation for targeted funding

August 2005 accomplishments:

   The Policy team and the Corporate Relations team continue to work
    together on an education effort around the new Medicare Prescription
    Drug benefit as a result from a grant from BMS. [Goal 1, KRMs 4&7]



                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                       Page 94
      Corporate Relations, Communications and State Relations staff have
       been working with Abbott and its PR agency on Mental Illness Awareness
       Week and Bipolar Awareness Day. [Goals 5&6]

      Chuck and Candita have begun preparations for obtaining 2006 funding,
       and are planning for the Annual Corporate Partners Meeting taking place
       in November in Washington, DC. [Goal 4]

November 2005 accomplishments:

Corporate Relations, Communications and the Center for Leadership
Development staff have worked with Abbott and its PR agency on Mental Illness
Awareness Week and Bipolar Awareness Day (BPAD), which took place on
October 6, 2005. Abbott provided $100,000 for BPAD

Preparations are underway for the Annual Corporate Partners Meeting, which will
be taking place November 15-16 2005 in Washington, DC. We expect nearly 30
sponsor representatives to participate

Grants have been submitted to Bristol-Myers Squibb, Wyeth, and Abbott, with
more on the way throughout October and November

Candita Wacker is developing a proposal for multi-cultural outreach for Otsuka

NAMI Corporate Relations has been working with the Communications team and
corporate partners to assist consumers affected by Hurricane Katrina with
medications and other support

Magellan has expressed interest in providing support for NAMI programs.
Chuck, Candita and other staff participated in a conference call in September to
discuss partnership opportunities. Magellan expressed interest in the MAC, the
Provider Education Program, and the NAMI Walk.

Chuck, Mike, Kathryn and Candita went to visit AstraZeneca in Delaware to
solicit 2006 funding. AZ has already committed to $250,000 for the Campaign in
2006 and $200,000 to Peer-to-Peer funding as well. Additional funding is
possible. Our proposal includes a request for a Spanish-language video and
other materials.



February 2006 Accomplishments:

Secured second year funding for the Peer-to-Peer Recovery Education Course
from AstraZeneca with a $450,000 grant for 2006 activities. (Goal 2)

NAMI‘s first Legislative Round Table event took place in Charleston, South
Carolina October 27-30 2005 with a $135,000 grant from Wyeth

                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                       Page 95
Pharmaceuticals. The purpose of the event was to bring together state
legislators and develop model legislation will address the needs of people with
mental illness. The event was well received, successful, and ongoing efforts
continue with the NAMI Policy Team and the state legislators regarding the
model legislation. (Goal 1, KRM 3)

NAMI, the APA, NMHA & DBSA are working together on a public
service/advertising campaign on depression supported by Wyeth. (Goal 6)

NAMI was selected as the recipient of the AstraZeneca/PGA Charity Challenge.
NAMI and the Peer-to-Peer Program received national visibility on CBS during
the coverage of this event.
(Goal 2)

NAMI received financial and in-kind support for media efforts related to the
release of the Ratings Report. Philadelphia-based PR agency VOX Medica will
provide media training and other services for free. (Goal 4, KRM 4)

Magellan has pledged support for the Provider Education Program in 2006 with a
$75,000 grant. Chuck, Joyce and Candita will meet with Magellan
representatives at the NAMI office on April 4th for an all day planning meeting.
(Goal 2, KRM 4)

Cyberonics has joined NAMI‘s Corporate Partners with a $75,000 grant for the
Campaign for the Mind of America. Mike and Chuck visited the Cyberonics
headquarters in January and met the CEO and other senior staff. (Goal 6)

On-going conversations and meetings with New Harbinger Publications (book
publisher), the Special Needs Trust, Together RX and other companies.

In January, 2006, AstraZeneca provided NAMI‘s Peer-to-Peer Recovery
Education Course with $450,000.00 of support. Of that amount, $250,000.00 is
earmarked for program activities, including:
o Training Grants to 5 new states (Goal 2)
o Expansion Grants to 5 existing states (Goal 2)
o Finalizing, training and piloting of a Spanish language translation (Goal 3,
    KRM #4)
o Design and printing of a Spanish language brochure (Goal 3, KRM #4)
o Production of a Spanish language outreach video (Goal 3, KRM #4)
o Completion of revisions to the English language version (Goal 2)
o Training of Trainers for the English language version (Goal 2)
o Analysis and dissemination of results from pre-/post- test (Goal 2, KRM #5)


June 2006 Accomplishments:

$90,000 has been raised to-date for the MAC ―eliminating Disparities‖ summit
during the Convention. AstraZeneca is the lead sponsor with a $65,000 grant.


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                                                        Consolidated Report ~ June 2006
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Candita has been marketing convention sponsorships and has raised $165,000
to-date from our corporate sponsors.

Darcy Taylor and his team have increased grants presentations to foundations,
working with team leaders to present existing programs for underwriting and new
support. The Development team has also worked with staff leaders to ―package‖
programs for presentation to major donors and will initiate more direct calls to
donors, with the goal of achieving a 100% contact rate with donors who
contribute $500 or more. This effort is expected to bear fruit in the coming
months.

The 2006 NAMI State Policy Exchange took place in Florida March 30-31.
Several companies supported this meeting, generating nearly $100,000 in
revenue. (Goal 1, KRM 3)

Continued sponsorship of NAMI Provider Education Program by Magellan will
enable this program to expand. (Goal 2, KRM 4)




                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                       Page 97
                          STRATEGIC GOAL #5

NAMI national, state, and affiliate organizations work
together to strengthen one another and achieve
strategic goals.
Lead Staff: Steve Buck (2004-5, Liz Smith 2005-6)
With Liz Smith, Joleen Bagwell, Francinne Lawrence, Renata Ponichtera, Karen
Manza, Teri Brister, Carmen Argueta
See State Relations team report for additional activities


KEY RESULT MEASURES:

1. NAMI’s Advisory Councils (Consumer Council, State Presidents Council,
Veterans Council, and the ad hoc Affiliate Leaders Council) and the
Executive Directors Group are routinely involved in implementing NAMI’s
Strategic Plan and operating standards.

June 2004 accomplishments:

   Councils identified priority areas of interest at January Leadership Institute
   Steve Buck focusing on strategies to involve Councils in meaningful ways
    across organization and in relation to Board
   EDG taken leadership role in 25th anniversary fund raising inititatives
   Councils involved in special events planning, membership acquisition
    planning and development of Leadership Institute

FY04/FY05 resourcing:

   staff: Steve Buck, lead, with State Relations team, OCA and Joel Miller
    support Councils
   FY2005 budget includes support to Councils

August 2004 accomplishments:

   SPC is building a profile of state level threats by posing a two question survey
    to state presidents. The questions are: a) what is the greatest internal threat
    to your NAMI state organization, and b) what is the greatest external threat to
    your state NAMI organization?
   The ED Group will support the NAMI Auction project by soliciting one unique
    auction item from each state.
   The Consumer Council is now administratively supported by the State
    Relations team. The CC hosted a series of regional calls during mid-August.
    All five regions had calls scheduled.


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                                                           Consolidated Report ~ June 2006
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   Council representatives are consulting in the areas of:
       o Membership recruitment strategies
       o 25th Anniversary Celebration
       o Leadership Institute Planning
   Steven Buck serves as primary liaison to both advisory bodies.

November 2004 Accomplishments:

   Chairs for 2004-2005 for the councils include:
             Mike Mathes, Chair, SPC
             Marty Raaymakers, Chair, CC
             Karen Ford-Manza, Chair, ED Group
             Jane Fyre, Veterans Council
   SPC members initiated calls to network among state presidents.
   The ED Group executive committee held a conference with Mike Fitzpatrick in
    mid-November. This is part of a monthly meeting rotation with Mike and
    members of the ED Group.
   The Consumer Council held leadership calls during the quarter, as well as
    state level council calls.
   Steven Buck serves as primary liaison to the three advisory bodies.

January 2005 accomplishments:

   Councils involved in program development and presentation for Leadership
    Institute
   Regular calls between National Executive Director and EDG
   Advisory group from Consumer Council works with the Campaign by
    providing a reaction and offering consumer perspective/barometer to reports,
    talking points, and strategy.
   Council involvement in Strategic Plan midcourse review anticipated

June 2005 accomplishments:

       Mid-course review process incorporated surveying and conference calls
    with three of the four Councils‘ executive committees
       Governance Committee working to standardize and formalize
    mechanisms for inclusions of advisory groups in Board discussion and on
    Board committee, ex officio
       Mike Fitzpatrick and Lynn Borton regularly participate in conference calls
    with EDG and CC; Mike has direct phone contact with VC chair; SPC chair
    active on State Relations and Planning committees
       The NAMI CC continues plans for a NAMI fund-raiser in conjunction with
    the Sturgis Motorcycle Rally (August, ‘05)
       All three councils will meet at the leadership conference. Special
    programming includes focused educational opportunities for the ED Group in
    the areas of volunteer management.


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                         Page 99
August 2005 accomplishments:

   By Board action last winter, advisory group representatives now attend all
    Board meetings. As of the June 2005 Board meeting, advisory group reps
    are also ex officio members of the Planning Committee. SPC and CC reps sit
    on the State Relations Committee. VC rep sits on the Veterans‘
    Subcommittee. EDG rep is available to all Committees as a resource.

   By Board action at the June 2005 meeting, revisions of the NAMI Public
    Policy Platform will be shared with the advisory groups for comment and input
    prior to the Board‘s second reading.

   Mike Fitzpatrick and Lynn Borton meet monthly with the EDG and CC via
    conference call; similar invitations have been made to SPC and VC.

   The CLD team continues to provide support to the councils as needed. In
    June, the State Presidents Council, Consumer Council and Executive
    Directors Group met at the NAMI Annual Convention in Austin. All councils
    are working to organize various activities in alignment with the reorganization
    of states within NAMI Regions 1 through 4.

November 2005 accomplishments:

The CLD provided support to the councils as requested. In October, the State
Presidents Council held its first monthly call as a council, with Mike Fitzpatrick
participating. Don Muller, Chair of the council, will solicit questions and items for
discussion with Mr. Fitzpatrick prior to each monthly call.

Due to a change in staffing in the policy department at NAMI, the Center for
Leadership Development is now providing administrative support to the NAMI
Veterans Council.

Mike and Lynn Borton continue to meet monthly with each Council via
conference call.

Council representatives/chairs serve on the Board‘s Planning Committee and
have been completely involved in Committee discussion about Plan
implementation, oversight, reporting and the 2006 ―planning to plan‖ process.
Lynn and Fred Sandoval will be meeting with each full Council during the
upcoming Leadership Institute to discuss that upcoming process.

February 2006 Accomplishments:

The Center for Leadership Development provided support to the councils as
requested.




                                                            NAMI 2004-2006 Strategic Plan
                                                           Consolidated Report ~ June 2006
                                                                        Page 100
The Executive Directors Group, with the support of Karen Ford Manza, has
developed an agenda for a three-day retreat in Kansas, which will be held March
21-23. This conference is designed as an interactive learning session where
NAMI EDs can share expertise and engage in collective planning and problem
solving. Workshops will include advocacy training, especially related to the State
Ratings Project; the 5 Stages of Organizational Growth (speaker: Judy Sharken
Simon); Helpline procedures and call tracking; growing new affiliate leaders; and
fundraising within all levels of NAMI. Guest speakers will include NAMI National
staff and several professionals outside of NAMI who have volunteered their time
and expertise to assist our affiliated organizations. We anticipate that 20-25
executive directors from across the country will attend. The ED Group is also
planning a Resource Expo at the NAMI convention, highlighting exceptional work
being done at the State and Local Affiliate level.

Mike Fitzpatrick and Lynn Borton join the EDG, SPC and Consumer Council
each month for open format conference calls, and have offered to do the same
with the Veterans Council, if desired.

STAR Center Director is engaging the NAMI Consumer Council and other NAMI
leaders on possible opportunities and sharing of raw intelligence.

June 2006 Accomplishments:

The CLD provided support to the councils as requested.

State Presidents Council – This year, Don Muller is leaving the State Presidents
Council as chair, and is working with the Executive Committee to identify key
leadership for next year. With the support of Liz Smith, the Executive Committee
would like the Council to discuss and develop the role of state president Regional
Liaisons and develop ways to increase communication among members of the
Council.

The Executive Directors Group, with the support of Karen Ford Manza, held a
successful three-day leadership ―exchange‖ in Kansas. Twenty-two executive
directors from NAMI state and affiliate organizations from Hawaii to Western
Massachusetts came together for networking, professional development and
technical assistance on organizational management. NAMI‘s Regional
Leadership Consultants provided assistance during the retreat, while other NAMI
staff, including Mike Fitzpatrick, Ron Honberg, Steve Buck, and Darcy Taylor,
were invited to speak on key issues. Steve Feinstein and Liz Smith did a
feedback session on membership, which provided valuable information to the
Membership Count Task Force.

The ED Group also developed a bulletin board on the Internet for sharing
resource information and posing questions to the entire group.

The NAMI Consumer Council, with the support of Teri Brister, is developing CC
Representative orientation materials and selecting individuals for annual awards.


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 101
Veterans Council members continue to participate in various veteran-related
meetings and to refine Council operations.




                                                        NAMI 2004-2006 Strategic Plan
                                                       Consolidated Report ~ June 2006
                                                                    Page 102
2. Via a pilot project and in conjunction with their affiliates, five states (one
per NAMI Region) have developed and implemented state-wide Plans
describing state-wide advocacy, program and education goals and the
specific responsibilities of each affiliate and the state office. The plan takes
advantage of all resources and expertise available within the state and
affiliate network and incorporates the Veterans system/VISN. Activities and
outcomes are tracked and communicated within the state, with National
NAMI, and with all of NAMI.

    a) NAMI National provides coordination, facilitation, and consultation to
       support pilots.
    b) Pilot sites have developed intra-state communication plans using
       technology to link state office and all affiliates.
    c) Projects have been measured, evaluated and disseminated among
       NAMIs.

June 2004 accomplishments:

   Original vision for pilots revised given new budgetary reality; using Campaign
    for the Mind of America and membership acquisition as vehicles to achieve
    many of same ends

FY04/FY05 resourcing:

   staff: Steve Buck and Renata Ponichtera, lead, with State Relations team
    assistance
   FY2005 budget does not include dedicated funding for this area; major
    implementation (especially grants) deferred to FY2006

August 2004 accomplishments:

 Liz Smith is leading an ―on-line membership‖ initiative. The project will launch
  prior to convention. The team anticipates a minimum of 8 states participating
  in this pilot project.
     extensive implementation tabled, per BOD direction

November 2004 Accomplishments:

   extensive implementation tabled, per BOD direction , however:
   NAMI is in the process of implementing an on-line membership application
    pilot with several NAMI state organizations. Liz Smith of the state relations
    team is serving as project lead. States confirmed for the pilot are: Arizona,
    Arkansas, Louisiana, Massachusetts, Oklahoma, Pennsylvania, and Texas.
    Indiana is interested in participating and is awaiting state board approval.
    The pilot is supported by a detailed instruction manual. The team anticipates
    having the process operational by early December and preliminary data
    available by the Leadership Institute (Winter, 2005).


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 103
   The Campaign for the Mind of America requires joint planning and
    implementation between NAMI national, selected state organizations, and
    Campaign Partners; this effort serves as a de facto model for implementation
    of this KRM‘s objectives.
   NAMI Walks demonstrates the spirit of the three level strategy as the model
    emphasizes revenue sharing at three organizational levels.

January 2005 accomplishments:

   extensive implementation tabled, per BOD direction (based on financial
    constraints and staffing capacity) , however:
   online membership pilot operational with 8 states
   Communications Audit Project (CAP) completed, recommendations
    forthcoming on better communication strategies across organization
   Campaign for the Mind of America states (FL, GA, IL, KS, KY, ME, MA, NY,
    OH, TN, WA, WV) working collaboratively across state with emphasis on
    coordinated media outreach and advocacy

June 2005 accomplishments:

Tabled by Board due to limited resources, no reportable activity this quarter –
see Goal 6, Campaign for the Mind of America and Goal 4, Online Membership
pilot

August 2005 accomplishments:

Tabled by Board due to limited resources, no reportable activit ysince June

November 2005 accomplishments:

Membership Count: Liz Smith is continuing to work with Steve Feinstein, chair
of the State Relations Committee, to develop a NAMI Membership Task Force.
In addition, Liz Smith is meeting on a regular basis with the NAMI National staff
currently working on the acquisition of new database technology. Liz is bringing
the concerns and information from the grassroots to all meetings.

Online Membership Program: Liz Smith and Watt Hamlett are continuing to
work with state executive directors in the pilot states of Arizona, Arkansas,
Indiana, Louisiana, Massachusetts, Oklahoma, Pennsylvania, and Texas to
ensure that all members who join NAMI through the Online Membership Program
are entered into Web membership. New states are currently being brought into
the program, and will join the pilot states as soon as the membership posting
concerns are corrected. Since the last Quarterly Report to the State Relations
Committee, 111 new members have joined the 8 pilot states.

February 2006 Accomplishments:



                                                         NAMI 2004-2006 Strategic Plan
                                                        Consolidated Report ~ June 2006
                                                                     Page 104
Membership Development & Membership Count Task Force: Liz Smith is
continuing to work with Steve Feinstein, chair of the State Relations Committee,
and Jim Dailey, on the NAMI Membership Count Task Force. The task force has
divided its work into three parts, looking at where we have been, where we are
now, and where we need to be in the years ahead. The task force will develop
recommendations and policies and procedures to ensure that a valid and reliable
method of maintaining and accessing a current membership census is
implemented, barriers to maintaining current membership data are removed, and
we have an accurate count of our membership nationwide.

Grading the States provided an opportunity for collaborative advocacy and
media outreach, with National supplying resources such as tailored press
releases and multimedia news release.

June 2006 Accomplishments:


Although not strictly pilot projects, several states took advantage of the Grading
the States report and collateral messaging support to coordinate advocacy and
media efforts in new and exciting ways. (reported last quarter) States will be
sharing their experiences at several sessions planned for the June and
November Leadership Institutes and Convention.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 105
3. The Joint Task Force on Consumer Inclusion report recommendations
have been fully considered for implementation.

June 2004 accomplishments:

Board State Relations Committee has reviewed the recommendations and
reported to Board

FY04/FY05 resourcing:

   staff: Katrina Gay, OCA and State Relations, collaboratively
   FY2005 budget does not include dedicated funding, pending outcomes of
    Board and other discussion

August 2004 accomplishments:

Recommendations within the report have received varying levels of activity. A
current progress report on the JTCI is included as an attachment to this report.

November 2004 Accomplishments:

Review on JTCI items has been completed. Individual items await board action.

January 2005 accomplishments:

No new reportable activity since November 2004; many elements still reside in
Board Committees awaiting resolution

June 2005 accomplishments:

Review on JTCI items has been completed. Individual items await Board action.

August 2005 accomplishments:

Review on JTCI items has been completed. Individual items await Board action.

November 2005 accomplishments:

Review on JTCI items has been completed. Individual items await Board action.
The State Relations Committee will be discussing progress to date at its
November meeting.


February 2006 Accomplishments:

The Board‘s State Relations Committee has assumed responsibility for tracking
and monitoring progress of JTCI recommendations. A progress assessment will
be the subject of discussion at the March Board meeting.

                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 106
June 2006 Accomplishments:

The Board‘s State Relations Committee continues its review of implementation
and progress on JTCI recommendations.




                                                       NAMI 2004-2006 Strategic Plan
                                                      Consolidated Report ~ June 2006
                                                                   Page 107
4. Computer and Internet access for affiliates has increased by 25%.

June 2004 “next steps”:

   requires surveying or other data collection from affiliates regarding access to
    technology for creation of a baseline
   given limited staff and resources, not viewed as high priority by Board at its
    March 2004 meeting; action deferred to FY2006

August 2004 note:

Tabled at BOD direction due to lack of available resources.

November 2004 accomplishments:

Tabled at BOD direction due to lack of available resources.

January 2005 accomplishments:

Tabled at BOD direction due to lack of available resources.

June 2005 accomplishments:

Tabled by Board due to lack of available resources.

August 2005 accomplishments:

Tabled by Board due to lack of available resources.

November 2005 accomplishments:

 Tabled by Board due to lack of available resources.

 February 2006 Accomplishments:

Tabled by Board due to lack of available resources.

June 2006 Accomplishments:

No reportable activity; delayed due to budget constraints and lack of baseline




                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                       Page 108
5. State and affiliate grants and scholarships are significantly increased for
purposes of capacity building, including support of Pilot Sites (see
KRM#2).

June 2004 accomplishments:

   meetings with CMHS to increase scholarships for Convention, returning to
    previous funding levels
   STAR Center grant is able to provide consumer scholarships

FY04/FY05 resourcing:

   staff: State Relations team in lead; OCA /STAR Center
   FY2005 budget includes some scholarship funding; additional scholarships
    dependent on additional funds; action deferred to FY2006

August 2004 note:

Tabled due to lack of available resources.

November 2004 accomplishments:

Tabled due to lack of available resources

January 2005 accomplishments:

Tabled due to lack of available resources.

June 2005 accomplishments:

Tabled by Board due to lack of available resources; FY2006 budget includes
specific allocations for grants, scholarships, travel

August 2005 accomplishments:

Tabled by Board due to lack of available resources
FY2006 budget includes specific allocations for grants, scholarships, travel.

November 2005 accomplishments:

Tabled by Board due to lack of available resources; FY2006 budget includes
specific allocations for grants, scholarships, travel

This year, NAMI National is offering $50,000 in stipends to assist state and
affiliate leaders in attending the Leadership Conference. Stipends to all states
were based on current airfare markets from major airports, and included one
night‘s lodging. The feedback from our state and affiliate leaders has been


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 109
extremely favorable.

To-date (10/19), $63,000 in NAMI Hurricane Katrina Relief funds have been
distributed primarily to NAMI Louisiana and NAMI Mississippi and is being used
to provide direct support to consumers in need of such necessities as temporary
housing, transportation funds, medications, blood lab work, phone cards,
clothing, food, and other necessities. These have been distributed to the local
level through the NAMI network of state and affiliates in these priority states.

February 2006 Accomplishments:

In February, NAMI announced that a total of $110,000 in Opportunity Grants will
be available to fund approximately 26 grants in the range of $3,000 - $5,000
each. The goal of the 2006 Opportunity Grant Program is to assist NAMI's State
organizations and staffed, Local Affiliate by providing grants to build
organizational capacity. Applications are due by March 15, and awards will be
announced by April 1, 2006.

More than $40,000 was directed to state leaders to defray expenses associated
with attending the November Leadership Institute.

NAMI is supporting the Executive Directors Exchange, an EDG initiative for
professional development and strategic work planning, to be held in late March.

STAR Center will provide scholarships for a select number of consumers of color
who are attending the ―Alternatives‖ conference in 2006.

June 2006 Accomplishments:

$16,800 in grants for IOOV are currently being offered by NAMI to state
organizations and local affiliates in order to help sustain and grow IOOV across
the nation. The grants will be awarded by the end of this fiscal year. Grants
include: training grants and presenter stipend grants.

This year, CLD reinstituted the NAMI Opportunity Grant Program, with the basic
requirement that grants would be awarded for proposals relating to organizational
capacity building. Qualifying proposals included projects for affiliate support and
development from state organizations, outreach through the media, multicultural
outreach to targeted populations, board development, strategic planning, The
following NAMI State and Affiliate organizations were awarded a combined total
of $109,975:

NAMI Alaska                                  NAMI Greater Milwaukee, WI
NAMI Arkansas                                NAMI Howard County, MD
NAMI California                              NAMI Indiana
NAMI Delaware                                NAMI Kansas
NAMI Florida                                 NAMI Maryland
NAMI Georgia                                 NAMI Memphis, TN


                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                      Page 110
NAMI Mercer, NJ              NAMI South Dakota
NAMI Montgomery County, MD   NAMI Southwest Missouri, MO
NAMI Minnesota               NAMI St. Louis, MO
NAMI New Hampshire           NAMI Tennessee
NAMI North Carolina          NAMI Vermont
NAMI North Dakota            NAMI Virginia
NAMI Oregon
NAMI San Diego, CA




                                        NAMI 2004-2006 Strategic Plan
                                       Consolidated Report ~ June 2006
                                                    Page 111
6. Building on the Standards Task Force report and recommendations,
NAMI National has issued clear guidance regarding governance
obligations, including procurement of appropriate insurance coverage.
NAMI standards and best practices have been adopted and explanatory
curriculum on standards has been developed and disseminated across
NAMI.

June 2004 “next steps”:

   Francinne Lawrence to continue work with Councils to determine and
    promote best practices

August 2004 accomplishments:

   Francinne Lawrence has been leading an effort to consolidate a variety of
    HR and organizational supports in the form of a one-stop manual for state
    and affiliate leaders. The manual is in draft-phase and Lynne Carter, Liz
    Smith, and Steven Buck are contributing to the effort.

November 2004 accomplishments:

   Francinne Lawrence has been leading an effort to consolidate a variety of
    HR and organizational supports in the form of a one-stop manual for state
    and affiliate leaders. The manual is in draft-phase and Lynne Carter, Liz
    Smith, and Steven Buck are contributing to the effort.
   Insurance inquiries continue to come to office and are handled on case by
    case basis.

January 2005 accomplishments:

    No new reportable activity since November 2004

June 2005 accomplishments:

No reportable activity this quarter although staff increasingly see need for
expertise in this area and TA requests are regularly filled regarding such
requirements

August 2005 accomplishments:

No reportable activity since June, although staff increasingly see need for
expertise in this area and TA requests are regularly filled regarding such
requirements

November 2005 accomplishments:

In-State Technical Assistance: Center for Leadership Development team

                                                          NAMI 2004-2006 Strategic Plan
                                                       Consolidated Reports ~ June 2006
                                                                              Page 112
activities since August relating to capacity building have included:
o Participation of NAMI National Staff in CLD team conference calls for input
    on delivery of technical assistance, tools and resources needed for capacity
    building.
o Contacting leaders in all states, in all regions, and offering consulting,
    resources, and technical assistance services.
o Providing technical assistance on governance issues (with the guidance of
    Lynn Borton) to Colorado, Virginia, Arkansas, Georgia, and North Dakota.

    Capacity Building toward Best Practice: Beginning in mid-August through
    mid-November, the NAMI CLD team members have made on-site, capacity
    building visits to the following states:
o   Region 1 – Rhode Island, New York, Vermont
o   Region 2 – Mississippi, Alabama, Delaware, Maryland, South Carolina,
    Virginia, Louisiana
o   Region 3 – Illinois, Kansas, Missouri
o   Region 4 – California, Colorado, Idaho, North Dakota, Wyoming

Teri Brister, representing the Center for Leadership Development, has
participated in the Hurricane Katrina workgroup developed by NAMI National,
and, along with Francinne Lawrence, provided assistance and input to NAMI
organizations in Mississippi, Louisiana, and Texas.

February 2006 Accomplishments:

The Executive Directors Exchange will offer an opportunity to tap some of the
wisdom and expertise already in place across the country. As they become
available, NAMI National policies and procedures (personnel, accounting,
conflict of interest, etc.) have been made available to the field for their use and
reference.

Lynn Borton and the Regional Leadership Consultants continue to offer
guidance on compliance, but greater effort and expertise are needed in this
area.

June 2006 Accomplishments:

The CLD has developed an organizational profile summary for our state and
affiliate organizations. The information provided will give NAMI National a
―snapshot‖ of each organization, including data on staff, programs, budget and
revenue, strategic planning, and other capacity indicators. Our goal is to have
a profile on each state and report significant data to the Strategic Planning
Group as needed.

Lynn Borton continues to provide governance technical assistance and to field
a wide array of inquiries related to organizational management.


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7. An expanded and enhanced Leadership Institute is operating and
available at all NAMI levels, including:

    a) Expansion in training and curricula for affiliate leaders across all
       affiliate sizes and types;
    b) Training on best organizational practices (for states);
    c) Development of a mentoring program (for affiliates).

June 2004 accomplishments:

   Councils engaged in planning for September Leadership Institute; executive
    committees working with Liz Smith to propose structure and content.

FY04/FY05 resourcing:

   staff: Liz Smith, lead, with State Relations
   FY2005 budget includes Leadership Institute plan; requires additional
    funding to support fully

August 2004 accomplishments:

   The Institute is hosting 21 workshops as part of the conference offering,
    ranging in topics from policy to organizational development.
   Conducted a four part conference call series on MIAW. Call attendance has
    averaged 40+ for the series.

November 2004 accomplishments:

   NAMI State Relations hosted the 2004 Leadership Institute as part of the
    annual convention. Participants had the opportunity to attend 21 different
    classes (3 meeting segments spread over 7 learning tracts). A total of 280
    NAMI leaders attended the Institute. Statistically, 60% of attendees
    completing surveys rated the Institute ―excellent‖ and 35% rated the quality
    ―good‖.
   Planning is underway for the Winter Institute, to be held in February in
    Washington, D.C. An estimated 180 state leaders will participate in the
    Winter Conference.

January 2005 accomplishments:

   2005 Winter Leadership Institute February 4-6
   Leadership Institute materials available online www.nami.org/leaders




June 2005 accomplishments:
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Effective mid-May, the State Relations team was reorganized in an effort to
refocus time, effort, and energy into the development of capacity for NAMI‘s
state organizations and affiliates. The reconfiguration of the state relations team
was a result of the realization that leadership development is a cornerstone
obligation for the national organization. The Leadership Institute is operating a
year-around cycle of activity including multiple learning strategies delivered
through various venues. Titled the Center for Leadership Development, the new
priority area was created from a merger of the department of State Relations
and the NAMI Leadership Institute.
The director of the Center for Leadership Development is Liz Smith, who has
served as Regional Director for NAMI Region I for the last three years and has
also coordinated the NAMI Leadership Institute. Regional Directors (Liz Smith
– Region 1; Joleen Bagwell – Region 2; and Francinne Lawrence – Region 4)
are now identified as Regional Leadership Consultants, further emphasizing
and clarifying their roles in bringing resources and technical assistance to NAMI
organizations in the field. The Regional Leadership Consultants will cover four
regions nationwide as defined below. A search is currently being directed to
hire a new RLC for Region 3.

August 2005 accomplishments:

The 2005 Leadership Institute held at the NAMI Convention in Austin was a
great success. Almost all of the workshops were at full capacity or standing-
room only, and feedback has been positive. Plans are moving forward for the
next Leadership Conference, which will be held in Nashville, Tennessee from
November 11-13. The theme title is under development, but the conference will
focus on the state ratings report, Medicare, Medicaid and affiliate development,
along with core leadership development workshops. Facilities at the Sheraton
Music City will accommodate 240 people, including NAMI leaders, staff, and
members of the Board of Directors. This year, scholarships will be available to
NAMI leaders. Other Leadership Institute activities in process include:

      Electronic distribution of Leadership Institute history and course manual
       to NAMI State organizations as requested by ED Group,
    Working with Advisory Councils and ED Group to complete training
       program and materials for new leader orientation,
    Development of Leadership Institute Advisory Cabinet,
    Development of proposal and budget for implementing long-distance
       learning opportunities (Webcast conferencing) for leaders in the field,
    Development of training templates and accompanying resource
       materials for LI and field use on Strategic Planning, Membership
       Development, Affiliate Toolkit Training and Affiliate Development,

      Identification of grant and scholarship funding for state and affiliate
       organizations/leaders. (KRM #5)

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In addition, the CLD team and the Leadership Institute are continuing to
develop and initiate a six-month pilot of the Senior Leadership Involvement
Strategy as proposed by the State Relations Committee—a strategy to involve
senior leadership in NAMI in providing technical assistance and mentoring to
the field.

November 2005 accomplishments:

NAMI‘s 2005 Fall Leadership Conference is planned for November 11-13 at the
Sheraton Music City Hotel in Nashville, Tennessee. The conference agenda
includes four general sessions, 18 workshops, and Leader-to-Leader luncheon
topic tables. NAMI organizations have been facing extreme challenges for the
last year, including budget cuts to their organizations and community mental
health services; advocacy challenges; anti-treatment movements, especially
with regard to children‘s mental health; and, most recently, the impact of
hurricanes Katrina and Rita. This conference will offer workshops that focus on
the readiness, resiliency and responsibility of our leaders and our NAMI
organizations to meet the challenges ahead – the expected and unexpected

All sessions/workshops offer take-away ―action steps‖ which can be utilized at
the state/affiliate level. In addition, it is critical that our NAMI leaders learn how
to disseminate the information and knowledge they gain at the conference to
other leaders when they return home

This year, NAMI National is offering $50,000 in stipends to assist state and
affiliate leaders in attending the Leadership Conference. Stipends to all states
were based on current airfare markets from major airports, and included one
night‘s lodging. The feedback from our state and affiliate leaders has been
extremely favorable.

All presentations and resource information from the Leadership Conference will
be available on the NAMI Web site for our NAMI leaders the week immediately
following the conference

Mental Illness Awareness Week and Bipolar Disorder Awareness Day
  During the last quarter, the Center for Leadership has worked with the NAMI
  Communications Department to implement a media strategy on MIAW and
  BDAD with Fleishman Hillard, the public relations company retained by
  Abbott Laboratories, our sponsor for BDAD and other MIAW activities.
  Under the supervision of Katrina Gay and the NAMI Communications
  Department, Fleishman Hillard offered the following technical assistance to
  our MIAW/BDAD efforts,
o Developed a survey on bipolar disorder for posting on the NAMI Web site,
o Developed press materials (national release, fact sheets, mat release,
  media alerts),
o Produced national radio media tour (RMT will occurred during morning drive
  time on 10/6/2005),
o Pitched national print outlets (national newspapers, news magazines,
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  women's/health magazines) and top 15 markets' newspapers,
o Placed national release on PR Newswire, and
o Placed mat release for continued coverage (Note: mat release will not be
  date-specific for more evergreen use).

February 2006 Accomplishments:

NAMI's November 2005 Fall Leadership Conference was a great success.
Over 200 leaders from across the country came to Nashville, and NAMI fulfilled
nearly $40,000 in scholarship requests for people to attend. There is a marked
increase in interest in attending the Leadership Conference, and the
conference was filled to the maximum. We are seeing a trend in the
development of newly staffed affiliates, who especially want the technical
resources to build capacity. We are currently looking at venues for the 2006
Leadership Conference, which will be held November 10-12, 2006.

Teri Brister has taken the lead on planning monthly CLD educational
teleconferences for our staff and volunteer leaders in the field. During this
quarter, we held three successful calls on the following topics: Parents and
Teachers as Allies, Medicare Part-D, and Media Communications. These calls
fill a huge need for leaders who are unable to attend the NAMI Leadership
Institute conferences and workshops at Convention, and give the Leadership
Institute an opportunity to broaden its course offerings.

Mental Illness Awareness Week and Bipolar Disorder Awareness Day are now
part of the Center for Leadership Development. We are in the process of
working with NAMI's Department of Communications and Abbott Laboratories
and their public relations firm, to develop the materials and resources that will
be sent to the field, along with the development of workshops for the
Leadership Institute at Convention in June and a series of teleconference
trainings.

Karen Ford Manza has developed a teleconference training module for
orienting new executive directors to NAMI and its programs. Texas, Kansas
and Ohio have taken part in the training, which will be utilized by other NAMI
Regional Leadership Consultants in their regions.

CLD Team activities since November relating to capacity building have
included:
 Participation of NAMI National Staff in CLD team conference calls for input
    on delivery of technical assistance, tools and resources needed for capacity
    building.
 Contacting leaders in all states, in all regions, and offering consulting,
    resources, and technical assistance services.
 Providing technical assistance on governance issues (with the guidance of
    Lynn Borton) to Colorado, Virginia, Arkansas, Georgia, and North Dakota.

From November through mid-March, NAMI CLD team members have made on-
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site, capacity building visits to the following states:
Region 1 – Connecticut, Massachusetts, Vermont
Region 2 – Alabama, District of Columbia, Georgia, Louisiana, Maryland,
Mississippi,          Virginia
Region 3 – Arkansas, Kansas, Michigan, Tennessee, Oklahoma
Region 4 – Oregon, North Dakota, Washington

June 2006 Accomplishments:

NAMI Leadership Institute Distance Learning Teleconference Seminar – In May
the CLD team, with the support of Teri Brister, held a successful teleconference
for NAMI leaders on ―NAMI Website and Microsites,‖ with Watt Hamlett from
the Communications team presenting. Teri is developing a schedule of monthly
long distance learning events for the remainder of 2006.

Plans are complete for the Leadership Institute sessions being held at the
NAMI National 2006 Convention. Seventeen sessions will give LI participants
technical assistance and tools on policy, NAMI signature programs, board
development and governance, communications, multicultural outreach,
fundraising, consumer leadership development, and veteran‘s and children‘s
issues.

Planning for the Fall Leadership Conference is also underway. The conference
will be held in St. Louis, Missouri, November 10 through 12.

Mental Illness Awareness Week and Bipolar Disorder Awareness Day –
MIAW/BDAD informational and technical assistance kits will be sent to all NAMI
affiliated organizations by June 13, along with an order form for purchasing
materials. The CLD team will hold technical assistance calls on MIAW/BDAD in
June, July and September, and two workshops at the Leadership Institute at
the NAMI Convention in June. Katrina Gay and the NAMI Communications
Department have done an excellent job in providing the design, copy, and
production of this year‘s materials.

At the end of this quarter, 13 NAMI State organizations do not have executive
directors. Seven organizations cite lack of funding as a barrier to hiring an
executive director; one state is still seeking reinstatement as a nonprofit
organization before hiring a new ED; one state‘s ED has retired and the board
is searching for a new ED; three states had recent resignations of EDs; one
state is currently searching for a first-time ED. The CLD team has offered
technical assistance to all states.

As a daily component of the Leadership Institute‘s efforts, the CLD Team
activities since March relating to capacity building have included:
 Participation of NAMI National Staff in CLD team conference calls for input
    on delivery of technical assistance, tools and resources needed for capacity
    building.
 Contacting leaders in all states, in all regions, and offering consulting,
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    resources, and technical assistance services.
   Providing technical assistance on governance issues, strategic planning,
    program implementation.
   New leader orientation for two new groups of NAMI executive directors via
    teleconference.

From mid-March, through June, NAMI CLD team members will have held on-
site or face-to-face capacity building visits with the following states:
Region 1 – Connecticut, Massachusetts, New York, New Hampshire, Vermont
Region 2 – Florida, Maryland, Tennessee, Louisiana, Virginia, Mississippi,
North Carolina, Georgia, Pennsylvania
Region 3 – Kansas, Arkansas, Indiana, Missouri, Oklahoma, Texas, Ohio
Region 4 – Colorado, California, Oregon, Hawaii, South Dakota




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8. With input from the Technology and Communications advisory groups
and utilizing Web-based technologies, NAMI has improved linkages
between all parts of the NAMI organization for resource and information
sharing.

   June 2004 accomplishments:

      31 micro-sites have been developed with the NAMI web site, linking all
       resources
      NAMInet‘s Leaders Series is being moved on to the Web site to facilitate
       access to information; scheduled launch for end of May
      Continuing expansion of E-news, Friday Facts, StigmaBuster Alerts and
       online Communities illustrate the success of building online linkages
      exploration of NAMIwalks web-based management system underway
       (donations already possible on line; looking to create databases and
       project management protocols for all Walk sites)

   FY04/FY05 resourcing:

      staff: Vanessa Wold and Carmen Campos, IT staff; all staff as
       appropriate
      FY2005 budget includes expectation of maximization of Web site
       opportunities, including as revenue generator

   August 2004 accomplishments:

      Celebrated First Anniversary of the new NAMI.org Web site at the end of
       June. The new site has far exceed expectations in terms of its popularity
       and the revenue it has generated. From June 22, 2003 – June 30, 2004:
       o site visited over 3.4 million times

       o over 14 million pages of information viewed

       o over 1.4 million unique visitors

       o Each day:
                 site was visited nearly 10,000 times each day
                 the average visit lasted over 8 minutes
                 over 37,000 pages of information viewed a day

       o Over 35,000 people signed up for login accounts - 92% of them are
         not NAMI members (yet!)

       o Over 22,000 messages were posted to the online discussion groups


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    o Over 23,000 letters were sent to elected representatives through the
      site

    o 54 state/local microsites have been set up, and 31 are currently
      online.

    o Almost $244,000 in revenue was generated via the Web site,
      including $119,000 in donations, $54,000 in product sales and
      $70,000 in convention registrations.

    o An additional $61,000 was raised online for state and local
      NAMIWALKS

   The Web site also represents a source of cost savings for NAMI in many
    areas, including information dissemination, transaction processing, and
    member/customer service, and also represents a tremendous source of
    marketing value and business intelligence.

   Readying a new pilot system for accepting state-level NAMI
    memberships online

   Integrating Friday Facts with Web system to allow for automatic
    archiving and new subscribers, and doubled the subscriber base in the
    process, from 650 to 1300.

   The NAMI leaders section of the website is up and running. Visit
    www.nami.org/leaders.

   Family-to-Family program states are now using an electronic data
    reporting system to send us quarterly F2F statistics. With many thanks
    to Lynne Saunders, Scott Johnson,and Monique Lewis, this system as
    been designed and pilot-tested in several states to guarantee user-
    friendliness. All 46 states are now in the process of converting to this
    system of data collection, and we hope to have results to report by the
    end of the next quarter.

November 2004 Accomplishments:

   Since the start of the fiscal year, through the end of October (4 months):
     The Web site was visited 1.8 million times, an average of 12,400
       visits per day. The average visit was 8 minutes.
     5.9 million pages of information viewed.
     10,600 new sign-in accounts were created.
     Over 3,300 advocacy letters were generated
     387 new content items added to the site
   Compared to the same 4 month period in 2003:
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     33% more total visits.
     30% more pages of information viewed
   NAMI Leaders Series (formerly housed on NAMInet) has migrated to
    www.nami.org/leaders This system skeleton is being populated with
    content from the Leadership Institute, back copies of Friday Facts and
    Leadership News, as well as areas for sharing of management, advocacy,
    governance, and leadership development resources.
   Egroup lists have proven extremely important mechanisms for
    communicating with the field; Friday Facts often carries not only National
    news, but items submitted by others as well.

January 2005 accomplishments:

   Friday Facts has moved to a ―web-based‖ application. This enables NAMI
    constituents to voluntarily opt-in/opt-out.
   Leadership News is now under evaluation as a possible electronic
    newsletter.
   The NAMI leaders section of the Web site is up and running. Visit
    www.nami.org/leaders.
   Microsites continue expand, giving access to high-end Web technology to
    NAMIs across country. Latest addition: http://texas.nami.org/

June 2005 accomplishments:

   Friday Facts has moved to a ―web-based‖ application. This enables NAMI
    constituents to voluntarily opt-in/opt-out.
   Leadership News is now under evaluation as a possible electronic
    newsletter.
   NAMI Connections is also in publication, providing constituents a regular
    interface with NAMI National.
   The NAMI leaders section of the website is up and running. Areas of this
    section will be further enhanced under the Center for Leadership
    Development. Visit www.nami.org/leaders.

August 2005 accomplishments:

   Utilization of Web-based technologies among F2F field personnel has
    increased and has led to more efficient means of communication, data
    tracking, networking and sharing of best practices. Access to the F2F
    NAMInet has increased significantly in the past several months with over
    250 F2F personnel registered. Over 300 F2F winter/spring F2F classes
    were posted on the NAMI public Web site.

   The creation and dissemination of a monthly F2F email newsletter fosters
    on-going networking and sharing best program practices in the field.


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   During June and July, the site was visited 735,663 times. This is a 9%
    increase over the same period in 2004.

   Major upgrades to and enhanced promotion of the NAMIWALKS online
    system resulted in dramatically increased online participation and revenue
    for the Spring walks cycle. Compared to all of 2004, in Spring 2005, there
    was a 500% increase in the number of walkers registering online and a
    360% increase in online donation revenue. Total online revenue for Spring
    2005 walks: $291,739.

   In the first six months of the online membership pilot, 323 new members
    joined NAMI across the 8 participating states. This is an average of 6 new
    members per state, per month, ranging from 1.4 members per month in
    Arkansas to 18.3 members per month in Texas.

   Forty-five percent of all paid pre-registrations for the 2005 Convention
    happened online. This is a 50% increase over 2004.

   The Web team posted daily coverage and photos online each day during
    the convention

   Launched NAMI Connection, NAMI's first general interest e-newsletter. First
    two issues delivered in May and June to a subscriber list of 45,000 and
    growing.

November 2005 accomplishments:

    NAMI Web Traffic
     Web Stat              September            September            Percentage
                           2004                 2005                 Change
     Free sign-in accounts 48,184               92,473               91.92%
     created
     NAMI Member sign-     3,631                6,150                69.37%
     in accounts created
     Users opted-in for e- 32,171               50,927               58.30%
     mail contact
     MyNAMI Update         5,526                8,828                59.75%
     subscribers




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   Year-over-year growth in NAMI's e-newsletters
    Newsletter               Subscribers Subscribers             Percentage
                             September     September             Change
                             2004          2005
    NAMI Connection          0             46,522                NA
    E-News                   14,424        17,302                19.95%
    StigmaBuster Alerts      15,141        17,565                16.01%
    Friday Facts             1,381         1,995                 44.46%
    Statehouse Spotlight     0             1,123                 NA

   Communication Tools and Resources: The Regional Leadership
   Consultants have created e-newsletters and regional updates to share
   important information with states in their region.
   o The redesign of the Center for Leadership Development Web pages are
      nearly complete, along with a new search process to locate documents
      from the previous State Relations and Leadership Institute site, and
      other informational documents for our leaders.
   o Planning (and completing the last week in October) our first monthly
      CLD teleconference call with leaders nation-wide on Parents and
      Teachers as Allies, with Darcy Gruttadaro as presenter and Francinne
      Lawrence as moderator.

    All presentations and resource information from the Leadership Institute will
   be available on the NAMI Web site for our NAMI leaders the week
   immediately following the conference.

    We have steadily increased the number of F2F program directors utilizing
   the F2F NAMInet site, with special phone tutorials given to four new F2F
   program directors this quarter. In addition, a F2F Program Director‘s Guide
   is in preparation which will include information on web-based technologies
   especially created for F2F field personnel.

February 2006 Accomplishments:

Family-to-Family: A first draft of the new F2F Program Director‘s Guide has
been reviewed and will be introduced to program directors at this year‘s NAMI
Convention in Washington, DC. It will be placed on the F2F NAMInet site and
used in all new program director tutorials.

To-date, there are 533 F2F field personnel registered on the F2F NAMInet site..
Program directors were surveyed in January about the program data tracking
system in order to address access problems. We are greatly indebted to Scott
for his new virtual system that has instantly resolved many of these problems,
and for the time he has devoted to working directly with the program directors
and their computer systems.

On another technology front, work with Scott will soon begin to design a new
Help Desk Support system for F2F and the rest of the Education team. This
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new system will expand our capacity to support and assist our field personnel in
an efficient and timely manner with a ―knowledge base‖ section to tap into for
frequently asked questions.

Membership Development & Membership Count Task Force: Liz Smith is
continuing to work with Steve Feinstein, chair of the State Relations Committee,
and Jim Dailey, on the NAMI Membership Count Task Force. The task force
has divided its work into three parts, looking at where we have been, where we
are now, and where we need to be in the years ahead. The task force will
develop recommendations and policies and procedures to ensure that a valid
and reliable method of maintaining and accessing a current membership
census is implemented, barriers to maintaining current membership data are
removed, and we have an accurate count of our membership nationwide.

June 2006 Accomplishments:

The Family-to-Family Intranet will soon have a new look on the Web site thanks
to the work of the NAMI Communications team. A special resource room will be
available at the NAMI convention for Family-to-Family program directors,
teachers, and trainers to view the site and get hands-on experience using it.

At the upcoming Convention, the Education Center will also be unveiling a new
Internet resource called the ―eduSupport site‖. It will contain a searchable
knowledge base of answers to frequently asked questions, procedures,
documents and a mechanism to contact department staff. Several meetings
have been held to discuss and begin to implement this project.




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9. Technical assistance for grants, direct mail, and other fund
development areas is provided to state organizations and affiliates.

June 2004 accomplishments:

   NAMIwalks has been primary source of TA on fund raising; Warren Karmol
    stepping up to assist move broadly
   Resignation of Jennifer Jones hampered intention to provide direct mail TA,
    although consultant may provide this service as well

FY04/FY05 resourcing:

   staff: Warren Karmol dedicated from State Relations team; Development
    team, with support from contractor

August 2004 accomplishments:

   Assistance in this area provided as requested.
   Workshops on this topic are slated for the Leadership Institute.
   Development team is hosting state networking opportunities at Convention.

November 2004 Accomplishments:

   Walk has been focus of most technical assistance due to staffing constraints
    in other areas.
   Online auction serves a model to field for exploration of new revenue
    sources.
   A proposed collaborative direct mail pilot that would serve as a teaching
    opportunity has been deferred due to staffing and resource constraints;
    perhaps possible in 2006.

January 2005 accomplishments:

Leadership Institute will include networking and TA sessions in this area

June 2005 accomplishments:

Assistance in this area provided as requested. The development team is
hosting state networking opportunities to meet this measure.

August 2005 accomplishments:

Leadership Institute programs included workshops of fund development, as well
as networking opportunities throughout Convention.




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November 2005 accomplishments:

The team met with various NAMI National staff, including Elizabeth Edgar, who
gave the team an in-depth training on IDIQ grant planning and implementation
under the next grant cycle.

February 2006 Accomplishments:

Darcy Taylor continues to unearth development needs in the field and has
fostered both discussion and collaborative efforts in several sites. Pilot efforts
to share development efforts are under development.

June 2006 Accomplishments:

Darcy Taylor has worked with CLD to coordinate support to local and state
leaders seeking fund raising guidance and has begun to identify and forward
funding opportunities for use at the local level. A calendar of planned direct
mail is being developed for sharing with the states. Darcy has also participated
in trainings at Leadership Institutes and the Executive Directors Group
Leadership Exchange.




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                        STRATEGIC GOAL #6

Community leaders and the public increasingly
support early identification and treatment, crisis
intervention and acute care, comprehensive
community treatment and supports, and the hope of
recovery for all people living with mental illnesses.
Lead Staff: Communications and Policy team leaders:
Katrina Gay, Joel Miller, Chuck Harman, Steve Buck, Abby Graff, Elise
Resnick, Cathryn Robinson, Bob Carolla, Alexis Obrien, David Todd, Mary
Giliberti, Mike Fitzpatrick

KEY RESULT MEASURES:

August 2004 note: Campaign for the Mind of America has been in a ―quiet‖
period in the summer months. Plans are in place for the fall and winter
implementation. Follow-up with work with 2 Campaign states from the spring
has continued. In addition, the partnerships formed through the Campaign
have been leveraged to support the Walk and staff continue to engage partners
regularly on a variety of common concerns to keep the contacts fresh and
meaningful.

November 2004 note: The NAMI Policy Research Institute worked closely with
NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on access
to services and system reorganization issues. Since the last BOD meeting, 12
states have sought assistance on these issues:


      Florida                                        Virginia
      Georgia                                        New Hampshire
      Montana                                        Kentucky
      Mississippi                                    Iowa
      Tennessee                                      Kansas
      West Virginia                                  Louisisiana

June 2006 note: In the early spring, NAMI’s Campaign for the Mind of America
organized around the Grading the States report, equipping states to confront
their service delivery systems with the data we collected. As the months have
passed, we continue to work with states to address the lasting impact of the
report. We have people’s attention, which is as it should be.

We’ve coupled that systems advocacy with a focus on critical benefits changes in
Medicaid and Medicare Part D. The Policy team’s aggressive grassroots
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education and partnership with others in this area have proven pivotal.


1. NAMI has developed and implemented the Campaign for the Mind of
America, a national, multi-faceted campaign to significantly expand access
to mental health treatment and support services.

June 2004 accomplishments:

   NAMI‘s Campaign for the Mind of America successfully launched in pilot
    campaigns in five states: Florida, Maine, Massachusetts, Kentucky and West
    Virginia. The Campaign had a presence in two other states—Georgia and
    New Hampshire (but not a full launch). This grassroots effort is a multi-team
    effort with involvement by the Communications/Marketing, State Relations
    and Policy departments.
   Primary strategy: Application of Data – Use statistics to move the discussion;
    Leverage TRIAD and relationships with data sources in each state; Provide
    issue and topically-specific information relevant to the current political climate;
    Include family and consumer stories to illustrate; and Provide a report to
    release to attract media and drive discussions
   Website Take Action State – Exploit the 10,000+ web users a day to the
    national site; Use existing and new marketing tools to promote; Generate
    immediate action that is navigable and measurable
   Grassroots Advocacy Support; Policy Advisor Teams; Non-Traditional
    Partners; Media/News Relations

FY04/FY05 resourcing:

   staff: Katrina Gay, lead, with support from Policy, Communications, State
    Relations in best example of cross-team work
   FY2005 budget includes continued efforts with states

August 2004 accomplishments:

   Currently 14,568 StigmaBusters subscribers from around the world, up from
    13,228 in December, and up from 12,063 last August (a 20% increase in one
    year). We may also be reaching close to 15,000 since many alerts are
    posted in bulletin boards in Universities, Agencies, Business Offices.

November 2004 note: The NAMI Policy Research Institute worked closely with
NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on access to
services and system reorganization issues. Since the last BOD meeting, 12
states have sought assistance on these issues




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January 2005 accomplishments:

 January/February launches—WV, KY, GA, WA, KS, TN (OH)
 March/April/May launches—FL, ME, IL, MA, NY
Emphasis: access to treatment; targeted advocacy for Medicare Prescription
Drug benefit; public/media awareness on ―the value of recovery‖

June 2005 Accomplishments:

Advocacy/Technical Assistance through the Campaign for the Mind of America
1. Tennessee
           Governor has proposed massive reorganization of TennCare with
            an estimated 30,000 people with SMI at risk of losing benefits
           NAMI national extensively engaged in state throughout ‗05
           Campaign press conference and comprehensive report in early
            March
           Represented in state activity by NAMI staff Katrina Gay and Ken
            Duckworth
           Multiple NAMI led media hits in state As a result of NAMI advocacy,
            state now appears to be investing nearly $50 million to help SMI
            transfer and the number of people losing benefits has been
            reduced to approximately 20,000
2. Ohio
           Campaign launch in April
           NAMI national represented by Katrina Gay
           Hundreds of advocates gathered for a full day of activity in support
            of the launch
           NAMI national prepared a comprehensive report on status of
            mental health services in state
           Media coverage for the launch
3. Illinois
           Campaign launch in April
           NAMI national represented by Ron Honberg
           Launch focus was criminal justice diversion programs in IL and
            recovery based services and included a comprehensive state report
           Launch activity included a legislative breakfast attended by 20 IL
            legislators
           Follow up to launch included a paid ad focusing on recovery based
            services
4. Washington
           Campaign launch in April
           NAMI national represented by Mike Fitzpatrick
           Launch activity included a meeting with House Speaker, Governor‘s
            office and Commissioner of Mental Health
           Launch supported by a comprehensive report on state of services
            in Washington state
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             State successful in both parity and restoring lost Medicaid dollars
              that were forfeited due to changes in UPL
5. Maine
             Governor released details of a devastating budget proposal
             NAMI national commissioned critique of Governor‘s plan
             Action pending for early fall to draw attention to state shortcomings
6. Georgia
             State preparing for move to HMO managed behavioral healthcare
              in FY ‗07
             State will first transition the TANF population
             NAMI led recent workshop at state conference as preparation for
              the challenges of HMO delivered behavioral health care
             State achieved significant progress in advancing merits of CIT
              programs statewide
7. Florida
             As part of sweeping changes proposed by Governor Bush, state
              has removed protective language for MH meds
             NAMI national supporting NAMI Florida in response

August 2005 accomplishments: No reportable activity since June; Campaign
quiets down as legislative sessions close

November 2005 note: Limited reportable activity since August; Campaign quiets
down until start of state legislative sessions.

February 2006 Accomplishments:

The March 1 release of ―Grading the States’ assumed the central role in calling
public attention to service and systems needs.

For the last few months, ―Grading the States‖ has assumed the center of
attention in focusing public attention on early identification and treatment, crisis
intervention and acute care, comprehensive community treatment and supports,
and the hope of recovery for all people living with mental illnesses.

June 2006 Accomplishments:

Interest and activities related to the Grading the States report continues.
Presentations on the report have been given at a number of meetings and
conferences, including the American Psychiatric Association, the Council of State
Governments, the National Council for Community Behavioral Healthcare, and
the National Council of County Behavioral Health and Developmental Disabilities
Directors. NAMI staff have provided technical assistance to many NAMI affiliates
and members on how to best utilize the report for advocacy purposes.

Follow-up work to the Consumer and Family Test Drive has begun. A small work
group has been created to conduct further research about information
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accessibility within public mental health systems. Additional analysis of Test
Drive results, along with new research on the subject, will be released within the
next few months to a peer-reviewed journal. The paper will focus on best
practices in mental health information accessibility, highlighting certain state
websites and phone systems, and will include practical tips for state mental
health departments.

Efforts are underway on follow-up strategies to maximize the value of the report
as an advocacy tool at state levels. Specific training on using ―Grading the
States‖ as an advocacy tool will be provided at the 2006 Leadership Institute in
November. Grassroots leaders will be provided with ―Checklists for Change‖ to
be used in state advocacy activities. Additionally, a listening session has been
scheduled at the NAMI Convention to elicit feedback from grassroots leadership
on how the report might be used to serve their advocacy purposes.

Finally, conversations with stakeholders in the mental health field are continuing
to gain feedback on the report and its methodology. Feedback is being compiled
to improve the process for the next report.


Medicare Drug Benefit Implementation – Implementation of the new Medicare
drug benefit has been a major focus of the NAMI federal policy team in 2006.
The initial enrollment period for the drug benefit expired on May 15. Since the
benefit went into effect on January 1, NAMI's highest priority has been (and
continues to be) challenges experienced by low-income individuals dually eligible
for both Medicare and Medicaid. Nearly 1/3 of these dual eligibles have a mental
illness and in several states, there were gaps in drug coverage in the early days
of the program -- mostly related to inability to confirm eligibility and dual eligible
status at the pharmacy counter.




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2. The Campaign for the Mind of America has achieved nation-wide,
popular-media based visibility that supports state organizations and local
affiliates and the NAMI policy agenda.

June 2004 accomplishments:

    Campaign implementation has included placement of print ads in
    newspapers in GA, NH, FL and elsewhere
    Mind of America Advisory Council meeting May 19th to garner support for
    funding of ads, PSAs, etc.

FY04/FY05 resourcing:

   staff: Katrina Gay, lead, with support from Policy, Communications, State
    Relations in best example of cross-team work
   FY2005 budget includes continued efforts with states

August 2004 note: Campaign for the Mind of America has been in a ―quiet‖
period in the summer months. Plans are in place for the fall and winter
implementation. Follow-up with work with 2 Campaign states from the spring has
continued. In addition, the partnerships formed through the Campaign have
been leveraged to support the Walk and staff continue to engage partners
regularly on a variety of common concerns to keep the contacts fresh and
meaningful.

November 2004 note: The NAMI Policy Research Institute worked closely with
NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on access to
services and system reorganization issues. Since the last BOD meeting, 12
states have sought assistance on these issues

January 2005 accomplishments:

No new reportable activity since November 2004. Launches begin in the next
month; materials in development

June 2005 accomplishments:

Measurement of NAMI‘s overall profile at national, state and local levels began
in March 2005 after contracting with a national news monitoring company.
Some examples:
 In March, 87 print stories were retrieved from publications with a total
    circulation exposure of 4.3 million.
 In April, 66 print stories were retrieved; total circulation exposure 3.8 million.
 In March, NAMI was mentioned in television news reports seen by
    approximately 750,000 people in 12 regional or local markets. A NAMI
    Tennessee consumer also was included in a national broadcast on the Jim
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    Lehrer Newshour.
   In April, NAMI was mentioned in television news reports seen by 1.6 million
    people in 13 regional or local markets.

 An interesting note: In January-February, before the broadcast monitoring
 formally began, our vendor reports a total of 165 ―hits‖—almost all of which are
 believed to have involved the nationally covered Vermont Teddy Bear
 controversy. During March-April, the total number was 45.

August 2005 note: No reportable activity since June; Campaign quiets down as
legislative sessions close

November 2005 note: Limited reportable activity since August; Campaign quiets
down until start of state legislative sessions.

February 2006 Accomplishments:

The March 1 release of ―Grading the States’ assumed the central role in calling
public attention to service and systems needs.

Shaping public opinion and thought leaders through Letters to the
Editor/Op-Eds:
o Op-ed on NJ and VA budget leadership submitted to Washington Post,
   December 21, 2005 (declined)
o Letter by Mike Fitzpatrick published in NY Times on Medicare/Medicaid,
   January 28, 2006
o Letter by Mike Fitzpatrick published in The Wall Street Journal on Kendra‘s
   Law and treatment, February 22, 2006.

Significant Sampler of Interviews and Placements
o National Journal interview with Mike Fitzpatrick on mental health policy and
   screening. Story to print tbd.
o NBC Nightly News – Mike Fitzpatrick, December 8, Miami shooting incident
o NPR Radio – NAMI Statements on Miami shooting incident, December 9
o Consumer Reports-Money Advisor – What if Mental Illness Strikes Your
   Family, March 2006 edition
o Pitching and placements for NAMI Grades the States HIGHLIGHTS of 40+:
   C-Span, CNN News Programming, Boston Globe, Kansas City Star, Louisville
   Courier, The Oregonian, Indianapolis Star, Associated Press in MD, WV, NJ,
   NY

June 2006 Accomplishments:

New Release and Access reports (AR) are ―barometers‖ of interest based on the
number of journalists who access and view specific news releases on
PR Newswire for Journalists, a password-protected Web site exclusively for
members of the media, serving more than 80,000 registered journalists. Typical

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accesses range from a few dozen to several hundred. Public access on other
Web sites is substantially greater.
                                 Number of Releases                 Average
AR/Release
       March-May 2006*                  7                           79
       FY 2006 thru May*               17                           71
       FY 2005                         16                           45
       FY 2004                         24                           21

    Significant Sampler of Interviews and Activity:
   Washington Post Letter to the Editor by Mike Fitzpatrick, re: Grading the
    States, May 2006
   Kaiser Webcast, ,National Journal, Philadelphia Inquirer, New York Times,
    and Washington Post
   Grading the States media measurement recorded the highest single impact in
    NAMI‘s history with impressions of over 25 million readers, viewers and
    listeners nationwide.




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3. Messages and materials for the Campaign for the Mind of America
incorporate and address diverse populations and life experiences.

June 2004 accomplishments:

   Campaign Partners have conveyed important message regarding the diverse
    communities effected by mental illness
   Press releases provided in Spanish to appropriate media outlets

FY04/FY05 resourcing:

   staff: Katrina Gay, MaJose Carrasco; Policy and State Relations
   FY2005 budget includes continuation of Campaign, with emphasis on diverse
    communities

August 2004 note: Campaign for the Mind of America has been in a ―quiet‖
period in the summer months. Plans are in place for the fall and winter
implementation. Follow-up with work with 2 Campaign states from the spring has
continued. In addition, the partnerships formed through the Campaign have
been leveraged to support the Walk and staff continue to engage partners
regularly on a variety of common concerns to keep the contacts fresh and
meaningful.

November 2004 note: The NAMI Policy Research Institute worked closely with
NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on access to
services and system reorganization issues. Since the last BOD meeting, 12
states have sought assistance on these issues

January 2005 accomplishments:

   Campaign partners representing diverse communities actively sought by MAC
   Materials being translated into Spanish

June 2005 accomplishments:

 Created 3 new fact-sheets:
       The Facts about Stigma in Diverse Communities
       African Americans and Mental Illness
       Basic Steps for Successful Multicultural Outreach
 Created Spanish language brochures about depression, bipolar disorder, and
   NAMI‘s services.

August 2005 note: No reportable activity since June; Campaign quiets down as
legislative sessions close

November 2005 note: Limited reportable activity since August; Campaign quiets
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down until start of state legislative sessions.

February 2006 Accomplishments:

The March 1 release of ―Grading the States’ assumed the central role in calling
public attention to service and systems needs.

For ―Grading the States‖ MAC provided an 18 page overview of cultural
competence and best practices in the field. The report highlighted different state
mental health authorities. These findings were incorporated in different part of the
Report. Furthermore, MAC worked with the State Ratings team to finalize some
data and to follow up with states that had not submitted information in regards to
their cultural competence activities.

MAC pitched the story to multicultural media outlets.

June 2006 Accomplishments:

Grading the States focused on disparate impact of failed systems in minority
communities. (see KRM 2 above)




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4. Collaborative “State Action Networks” have been established and are
operational in no fewer than 15 states.

June 2004 accomplishments:

   Current Campaign strategy helps states build their capacity for issue
    campaigns; provides tools for press conferences, media work, invites broad
    involvement
   Support to States included these tools for building their state network: Talking
    points, Media Relations and Press Release templates, Press Conference
    Event templates, NAMI leader coaching strategies, Partner development
    strategies, State-specific Fact Sheets; Spending Money in All the Wrong
    Places data, Data Report templates, site templates and strategies, Paid
    advertising artwork and radio scripts, and Staff Team strategies for working
    together and maintaining contact across departments.

FY04/FY05 resourcing:

   staff: Katrina Gay, lead, with support from Policy, Communications, State
    Relations in best example of cross-team work
   FY2005 budget includes continued efforts with states

August 2004 note: Campaign for the Mind of America has been in a ―quiet‖
period in the summer months. Plans are in place for the fall and winter
implementation. Follow-up with work with 2 Campaign states from the spring has
continued. In addition, the partnerships formed through the Campaign have
been leveraged to support the Walk and staff continue to engage partners
regularly on a variety of common concerns to keep the contacts fresh and
meaningful.

November 2004 note: The NAMI Policy Research Institute worked closely with
NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on access to
services and system reorganization issues. Since the last BOD meeting, 12
states have sought assistance on these issues

January 2005 accomplishments:

No new reportable activity since November 2004. Launches begin in the next
month.

June 2005 accomplishments:

No reportable activity this quarter - See KRM 1

August 2005 note: No reportable activity since June; Campaign quiets down
as legislative sessions close

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November 2005 accomplishments:

Limited reportable activity since August; Campaign quiets down until start of state
legislative sessions.

   Advocacy/Technical Assistance through the Campaign:
   o Tennessee: Participation in development of materials for P&T committee
     meetings ; P&T Committee recommends end to prior authorization for
     antipsychotic medications but the administration ignores recommendation
   o Illinois: Consultation provided to state and affiliates in response to
     restrictive policies introduced by state Medicaid agency related to PA for
     anti-psychotic medications
   o Florida: Joint effort mental health hotline is operational; AHCA previous
     decision to prior authorize Zyprexa reversed; Current efforts involve
     detailed response to NAMI FL‘s Medicaid waiver
   o West Virginia: Using opportunity grant money from NAMI, releases a
     report card on 2005 legislative activity for the state

February 2006 Accomplishments:

The March 1 release of ―Grading the States’ assumed the central role in calling
public attention to service and systems needs.

Communications and Policy teams worked extensively with many states to
mobilize around the release of the ―Grading the States‖.

June 2006 Accomplishments:

No reportable activity this quarter - see direct TA to states below




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5. NAMI has developed and distributed ready-to-use materials for use at
the national, state, and local level for the Campaign for the Mind of
America.

June 2004 accomplishments:

   Templates for press releases, press conferences, op eds, etc provided as
    part of Campaign ―package‖
   Spending Money in All the Wrong Places and Fact Sheets developed for
    use in each state
   Also applicable: MIAW/Bipolar Awareness Day kits: first kit – which
    includes Spanish and English posters, stickers, brochures and ―How To
    Guide‖, was mailed to all affiliates on April 30, 2004. The second kit,
    which will contain media materials, will be mailed in August. A series of
    five conference calls are scheduled (the first occurred on May 10) with
    NAMI affiliates to provide training and technical assistance on media
    relations, multicultural outreach, event planning and evaluation methods.

FY04/FY05 resourcing:

   staff: Katrina Gay, lead, with support from Policy, Communications, State
    Relations in best example of cross-team work
   FY2005 budget includes continued efforts with states

August 2004 note: Campaign for the Mind of America has been in a ―quiet‖
period in the summer months. Plans are in place for the fall and winter
implementation. Follow-up with work with 2 Campaign states from the spring
has continued. In addition, the partnerships formed through the Campaign
have been leveraged to support the Walk and staff continue to engage
partners regularly on a variety of common concerns to keep the contacts
fresh and meaningful.

November 2004 note: The NAMI Policy Research Institute worked closely
with NAMI staff and our affiliates in several states in providing background
information, talking points, testimony and other technical assistance on
access to services and system reorganization issues. Since the last BOD
meeting, 12 states have sought assistance on these issues

January 2005 accomplishments:

No new reportable activity since November 2004. Launches begin in the next
month. Materials in development.

June 2005 accomplishments:

   Print ads developed with each state (copies were distributed to Board
    members in mid-spring)

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       State reports developed for each state
       Fact sheets

August 2005 note: No reportable activity since June; Campaign quiets down
as legislative sessions close

November 2005 note: Limited reportable activity since August; Campaign
quiets down until start of state legislative sessions.

February 2006 Accomplishments:

The March 1 release of ―Grading the States’ assumed the central role in calling
public attention to service and systems needs.

http://www.prnewswire.com/mnr/nami/23760/
A MultiMedia News Release around the ―Grading the States‖ report was
forwarded to NAMI leaders and friends and contacts in the media, particularly
television and radio, providing them a catalogue to prepare a story with many
options. Included on the release was a produced story, B-roll, and sound bites
along with a link to the report. In addition, tailored press releases were crafted
for every state that wanted them and National worked with individual state
leaders on media strategies around the release.

June 2006 Accomplishments:

Since early 2005 – and continuing through this month, NAMI policy staff has
been meeting with senior CMS officials -- including weekly conference calls with
CMS staff -- to address specific Medicaid implementation problems. In addition,
NAMI has continued the following education, outreach and technical assistance
with NAMI consumers, families and professionals:
       a 800 number that provides direct counseling and assistance to
        beneficiaries (888-999-6264, ext. 1228),
       a dedicated e-mail response system for direct counseling and assistance
        (partd@nami.org),
       a web-based search assessment tool for PDP and MA coverage of
        psychiatric medications,
       a joint search and assessment tool with APA & NMHA
        (www.mentalhealthpartd.org), and
       a joint plan search and assessment tool with other patient advocacy
        groups (www.maprx.info).

 Hosted a state leader conference call to address the current Medicaid waiver
  environment and implications of the DRA
 Advocacy training for NAMI state executive directors attending the 2006 ED
  Leadership Exchange
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 Training for NAMI leaders and colleague organizations on advocating with P &
  T committees (June 8, 2006 in Arlington, VA)




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                         STRATEGIC GOAL #7

NAMI is the nation’s voice for the most vulnerable and
neglected individuals living with mental illness.
Lead Staff: Ron Honberg
With workgroup – members have varied, but include representation from
Education and Training Center, Child & Adolescent Action Center, MAC,STAR
Center and outside participants

KEY RESULT MEASURES:

November 2004 Note: develop a plan for refocusing attention on Goal 7, which
was mutually identified as lacking a clear plan for implementation. Accordingly:
 Staff has formed a Goal 7 Workgroup under the leadership of policy director,
  Ron Honberg.
 Workgroup is employing a mini-strategic planning process around the goal,
  performing an environmental assessment, looking at opportunities (SWOT)
  for implementation, and developing a collaborative implementation plan.
 A baseline of current and ongoing activity is being identified, against which
  future progress can be measured. (Baseline to include NAMI signature
  programs as well as others.)
 Action Centers are at core of Workgroup composition and strategy, with an
  explicit desire to promote them and their interconnection.
 KRMs are being examined for their ability to leverage one another – with a
  priority being placed on selecting implementation plans that advance more
  than a single KRM.
 Workgroup expects to focus in one or two targeted areas.
 Additional funding will be needed for further implementation, but workgroup
  members remain confident in the appeal of this Goal to potential funders

January 2005 accomplishments:

From the Workgroup: Based on input from the Planning Committee at its last
meeting in December, 2004, we understand that the focus of Goal 7 is
undergoing revision. The priority population for Goal 7 are people with severe
and persistent mental illnesses who require long-term services and supports, as
well as rehabilitative services. Programs for these individuals are in short supply
– many of the existing programs focus on custodial care and not rehabilitative
services. Moreover, regulatory barriers exist in some states (e.g. California) that
preclude the provision of services designed to help these individuals achieve
greater dignity, stability and independence in their lives.

The focus of Goal 7 implementation is to identify best practices for addressing
the comprehensive needs of these individuals. These needs vary from person to
person but frequently encompass addressing both the basic needs of individuals
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(e.g. food, shelter, and clothing) and rehabilitative services designed to help
these individuals achieve their maximum potentials. Intensive case
management or similar services are also frequently required to address ongoing
needs.

Strategcy development and ultimate implementation will include involvement of
non-staff and NAMI members who have ―lived‖ the long-term care concerns. To
proceed with this project, we expect to undertake the following:

1. Research, including a literature review, interviews, and possibly a survey of
   NAMI‘s members or convening of a task force, to identify model programs
   and best practices for addressing the needs of the targeted population. There
   are programs in existence in different parts of the country that have achieved
   success in serving people with severe and persistent mental illnesses who
   are in need of long-term services and supports. Our goal in this research is to
   identify these programs and the characteristics that make them successful.

2. Based on research findings, preparation of a report and recommendations for
   broad dissemination profiling successful programs. This report must speak in
   plain language and offer models for replication. This report will also examine
   regulatory barriers to implementing these programs and steps that have been
   taken to overcome these barriers in states or communities where the profiled
   programs exist. The report will also describe program outcomes where they
   exist, including the impact of these services on reducing hospitalizations,
   reducing criminal justice involvement, reducing burdens placed on families,
   increasing employment opportunities, facilitating stable, supportive housing,
   and general, quality of life indicators.

3. Organize content for the NAMI Convention highlighting model programs and
   services for people with severe and persistent mental illnesses who require
   long-term services and supports.

4. Use a variety of communications tools, such as the NAMI Advocate, the NAMI
   website, and fact-sheets to disseminate information as widely as possible
   about model programs and best practices.

5. Develop coalitions through the Campaign for the Mind of America and other
   vehicles to advocate for broad-based implementation of these programs and
   best practices.

November 2005 note:

Joint advocacy strategies have been developed and disseminated to assist NAMI
states and affiliates in partnering with NAMI National, each other, and other
community providers and leaders to address the disparities faced by under-
served populations in their communities as a result of the tragedy.

Many of the individuals with mental illness adversely affected by Hurricane
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Katrina in New Orleans, Louisiana, and Mississippi, primarily, were people of
color and of lowest economic spectrum -- those most ill and most at risk. NAMI
National outreach has focused on supporting the state NAMI leadership in
reaching their affiliate leaders and in coordinating national policy and response
objectives to ensure the best for those with mental illness.

The Gulf States and NAMI communications and policy staff, along with NAMI
board member Anand Pandya, meet weekly, each Wednesday, for a conference
call to review the progress of recovery and network. Minutes are reflective of this,
the most recent result indicating a need for a grassroots training on housing. As a
result of the situation and in conjunction with others, NAMI has initiated a strong
advocacy focus around homelessness and the need for housing for people living
with serious mental illness.

To-date (10/19), $63,000 in NAMI Hurricane Katrina Relief funds have been
distributed primarily to NAMI Louisiana and NAMI Mississippi and is being used
to provide direct support to consumers in need of such necessities as temporary
housing, transportation funds, medications, blood lab work, phone cards,
clothing, food, and other necessities. These have been distributed to the local
level through the NAMI network of state and affiliates in these priority states.

NAMI Corporate Relations has been working with the Communications team and
corporate partners to assist consumers affected by Hurricane Katrina with
medications and other support.




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1. NAMI has identified, investigated and inventoried innovative services
and programs for families and consumers not yet in recovery, and has
charted a course for future program development.

June 2004 “next steps”:

plan for collection of data needed; implementation delayed

August 2004 accomplishments:

no reportable activity; funding dependent

November 2004 accomplishments:

   Existing baseline, including NAMI signature programs, being created by Goal
    7 Workgroup.
   NAMI website – The ―issues spotlight‖ section of NAMI‘s website (found under
    ―inform yourself‖) contains comprehensive information on decriminalizing
    mental illness, including CIT programs, mental health courts, federal and
    state resources, etc.
   Mental Health Courts – NAMI, in collaboration with the Council of State
    Governments and the GAINS/TAPA Center, recently conducted a national
    survey of adult mental health courts across the country and identified 101
    such courts in existence. Data about these courts is organized on a state by
    state basis and includes information on staffing/key personnel (including
    contact information), eligibility criteria, referral sources, funding, operational
    data and outcomes, and consequences of compliance and non-compliance.
    This information can be found at www.mentalhealthcourtsurvey.com

January 2005 accomplishments:

No new reportable activity since November 2004; see introductory note

June 2005 accomplishments:

No reportable activity this quarter

August 2005 accomplishments:

No reportable activity since June - Staff evaluating having intern focus on project.

November 2005 accomplishments:

The State Report Card covers a variety of topics, such as: medications,
Medicaid policies, hospitals, evidence-based practices, access to services,
housing, jail diversion, consumer and family involvement, workforce development
and multicultural outreach. NAMI‘s evaluation of these areas will represent 80
percent of each state‘s final grade in the state rating project. The Report Card
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allows us to learn much more about what is happening in each state for
consumers, including those not yet in recovery

STAR Center is developing a strategy for contacting and collecting information
from peer-run consumer support programs across the country, with a specific
emphasis on outreach to communities of color and cultural competence.

February 2006 Accomplishments:

STAR Center is identifying consumer operated programs that have successfully
engaged consumers from underserved communities. The project‘s current
working name is ―Consumer Operator Services Identifier‖ (COSI). Programs will
be interviewed by Center Director using national cultural competency standards.

STAR Center is hosting ―Listening Session‖ around the country. We will focus on
consumers of color involved with peer program. They will provide us with insight
on what they see has areas that peer programs need to focus on to better meet
there needs.

June 2006 Accomplishments:

The STAR Center continues to refine its COSI (Consumer Operated Services
Inventory) survey, which will index and assess more than 100 consumer-
operated programs for their programs and cultural competence,




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2. NAMI has identified and/or developed at least one program for people
with mental illness in jails, prisons, and juvenile justice facilities.

June 2004 accomplishments:

   Ron Honberg and Darcy Gruttadaro have discussed a joint project with
    representatives from the Child & Adolescent Bipolar Foundation on helping to
    address the crisis in our nation‘s juvenile justice system. Darcy and Ron
    developed a one-page action alert that will be edited and refined before
    distribution to the grassroots;

FY04/FY05 resourcing:

   staffL Ron Honberg, Darcy Gruttadaro, OCA
   FY2005 budget includes no dedicated funds; viewed as good target for
    additional funding

August 2004 accomplishments:

   IDIQ: June 25 in Kentucky: planning for mental health courts and jail
    diversion.
   S. 1194, the ―Mentally Ill Offender Treatment and Crime Reduction Act‖ is
    proceeding through the House of Representatives. June Poe from Roanoke,
    a member of NAMI-Virginia, testified eloquently at a House Judiciary
    Committee hearing on this bill in June. It appears that S. 1194 is on the
    schedule for markup out of the judiciary committee in early September and
    placement on the House suspension calendar for passage by the House later
    that month. Since the Senate has already passed S. 1194, there are positive
    indications that it will be enacted into law this year. We are continuing to work
    closely with the House and with our advocacy partners on this bill.
   Hearing on Juvenile Justice: Carol Caruthers, Executive Director of NAMI-
    Maine, testified on behalf of NAMI at a hearing conducted by the Senate
    Committee on Government Affairs on a disturbing report detailing the
    widespread abuse of juvenile justice facilities as holding centers for youth with
    serious mental illnesses awaiting suitable placements for psychiatric
    treatment.
   Ron Honberg presented on ―Decriminalizing Mental Illness – The Benefits of
    Action, the Costs of Inaction‖, at the 2004 NAMI Kentucky Criminal Justice
    Forum.

November 2004 Accomplishments:

Technical Assistance Manual for Advocates – NAMI, partnering with several
other organizations, has prepared an advocacy handbook for mental illness
advocates working on decriminalizing mental illness. This manual will include
information about key elements of an effective advocacy initiative, jail diversion
programs, community reentry initiatives, key characteristics of courts, corrections
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and law enforcement systems, the legal rights of individuals with mental illnesses
who come into contact with criminal justice systems, and financial resources.
The manual will be available for targeted dissemination in early 2005.

January 2005 accomplishments:

NAMI invited to submit a letter of inquiry (LOI) for the MacArthur Foundation for a
project focused on state juvenile justice reforms. LOI submitted December 2004

June 2005 accomplishments:

Team lead: Ron Honberg

   “Mentally Ill Offender Treatment and Crime Reduction Act”
    Appropriations – Extensive grassroots advocacy efforts are underway, in
    partnership with criminal justice and law enforcement groups, to secure
    funding for this important new program authorized and signed into law in
    November, 2004. Prospects for funding are tempered by the current fiscal
    climate in Congress, which makes securing funding for new programs
    extremely difficult.

   Consultation on Criminal Justice Initiatives – Ron Honberg and other
    NAMI members have participated as consultants on a GAINS/TAPA project
    on forensic ACT teams and a Bureau of Justice Assistance (BJA) initiative on
    police based responses to people with mental illnesses.

   Amicus Curiae brief submitted by NAMI in Pike v. Tennessee arguing
    successfully for the restoration of post-conviction appeals rights for a death
    row inmate with bipolar disorder on the basis that a lower Court had failed to
    adequately evaluate her mental competence when she previously waived
    those rights. The brief was prepared by Nashville attorney Brad McLean.

   Media Consultation on Criminal Justice/Legal Issues – PBS Frontline
    documentary on criminalization of people with severe mental illnesses in
    Ohio; MSNBC project (in planning stages) on challenges faced by people with
    mental illnesses reentering communities after completing prison sentences.

August 2005 accomplishments:

No reportable activity since June - Implementation will require a collaborative
effort among Policy, Education & Communication to identify and support a direct
service program.

November 2005 accomplishments:

Darcy Gruttadaro (CCAC) has been providing ongoing direct technical assistance
to NAMI AL on juvenile justice reform, including strategies for outreach to diverse

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populations of families with children involved in the juvenile justice system.

February 2006 Accomplishments:

No reportable activity since November.


June 2006 Accomplishments:

C&AAC has been providing ongoing direct technical assistance to NAMI AL and
participated in NAMI AL meeting in Birmingham, AL on juvenile justice reform
and co-occurring disorders in adolescents. The team also participated in
meetings to discuss transforming the state‘s juvenile justice system in AL.




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3. NAMI has identified and/or developed at least one program for people
living with mental illness who are re-entering the community from jails,
prisons, and juvenile justice facilities.

June 2004 “next steps”:

plan needed; implementation delayed

August 2004 note:

no reportable activity; funding dependent

November2004 Accomplishments:

   S. 1194 Enacted – When funded, S. 1194 will provide states and communities
    (on a competitive basis) with needed resources for jail diversion, treatment
    programs for juveniles and adults who are incarcerated, community reentry
    programs, and cross-training of criminal justice and mental health personnel
    (e.g. CIT training). NAMI state and local affiliates, in conjunction with key
    criminal justice and mental health policy leaders, will require assistance in
    developing community coalitions and applications to compete for these funds.

January 2005 accomplishments:

   provide assistance to state and local NAMI‘s engaged in advocating for jail
    diversion and other initiatives to reduce the unnecessary criminalization of
    people with mental illnesses.

June 2005 accomplishments:

No reportable activity this quarter – see KRM 2

August 2005 accomplishments:

No reportable activity since June - Implementation will require a collaborative
effort among Policy, Education & Communication to identify and support a direct
service program. Direct service programs have not historically been the purview
of the National organization.

November 2005 accomplishments:

Darcy Gruttadaro (CCAC) has been providing ongoing direct technical assistance
to NAMI AL on juvenile justice reform, including strategies for outreach to diverse
populations of families with children involved in the juvenile justice system.

February 2006 Accomplishments:

CIT Action Center is in collaboration on the Council of State Governments mental
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health court survey and an invitation to partner on new surveys such as one
pertaining to prisoner reentry.

Bonnie Sultan developed and will moderate a panel on ―CIT and Continuation of
Care‖ at the national GAINS Center conference in April, 2006. Participants on
this panel will include Risdon Slate.


June 2006 Accomplishments:

No reportable activity this quarter




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4. NAMI has identified/and or developed at least one program addressing
the social support needs of people living with mental illness who remain
very ill and have not yet begun their recovery process.

June 2004 “next steps”:

   plan needed; implementation delayed, although work on expansion of NAMI
    CARE to Web base format may help advance this KRM

August 2004 note:

   no reportable activity; funding dependent

November2004 note:

   Pending Workgroup‘s further discussion

January 2005 accomplishments:

No new reportable activity since November 2004; see introductory note

June 2005 accomplishments:

No reportable activity this quarter

August 2005 accomplishments:

No reportable activity since June - Implementation will require a collaborative
effort among Policy, Education & Communication to identify and support a direct
service program.

November 2005 accomplishments:

The State Rating project (Report Card) inventory of programs will help identify
such programs across the country. Inventory is going on throughout the fall.

February 2006 Accomplishments:

STAR Center is supporting the development of national networks. We currently
have two: ―ALMA‖ [Advocates for Latino Mental Health Advancement, ― soul‘ in
Spanish] and ―BELL‖ (current working name for this group that has just
conducted its first meeting with consumers from the African American
community).

June 2006 Accomplishments:

The STAR Center continues to refine its COSI (Consumer Operated Services
Inventory) survey, which will index and assess more than 100 consumer-
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operated programs for their programs and cultural competence,




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5. NAMI has developed a policy strategy to address the public health crisis
represented by the frequency of suicide, particularly among children,
adolescents, and the elderly.

June 2004 accomplishments:

   A survey on suicide survivor experiences is being circulated to inform the
    development of an informational kit for emergency room providers on how to
    best assist consumers and family members after a suicide attempt.
   Teen Suicide Awareness Website, launched jointly with the Child and
    Adolescent Action Center.

FY04/FY05 resourcing:

   staff: Laura Lee Hall; Darcy Gruttadaro; OCA
   FY2005 budget includes dedicated funds from restricted source focused on
    suicide

August 2004 accomplishments:

   Background research continues on suicide in support of a grant from the
    Suicide Prevention Resource Center to develop prevention materials for
    consumers, families and emergency room staff. Over 600 people have
    completed an online survey on the NAMI website about their experiences with
    suicide and 30 people have registered for a workshop at the convention to
    discuss the project.

November 2004 accomplishments:

   Under the auspices of a grant from the Education Development Center, NAMI
    has developed a set of three fact sheets that educate emergency department
    personnel, families and consumers on suicide. The documents are currently
    under review by the Center with the goal of issuing the fact sheets in 2005. A
    resource guide containing state contacts will be included in the resource kit.
    Spanish-language versions will also be designed.
   Presented a statement at the FDA PDAC meeting on suicidality and the use
    of antidepressants for children and adolescents. Ken Duckworth presented
    the statement for the committee. Suzanne Vogel-Scibilia and her son, Tony,
    also presented a statement at that meeting. Following the meeting, the
    PDAC recommended and the FDA adopted a black box warning requirement
    for anti-depressants prescribed for children and adolescents.
   The Garrett Lee Smith Memorial Act (Senate Bill 2175) addresses the crisis in
    youth suicide and was recently signed by President Bush. NAMI worked to
    help draft this suicide prevention bill.NAMI will continue to work to ensure that
    this legislation is funded through the appropriations process



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January 2005 accomplishments:

   Suicide Prevention Resource Center (SPRC—a technical assistance center
    funded by SAMHSA) – NAMI has a subcontract with SPRC to develop an
    emergency room resource toolkit with suicide prevention materials.
   Draft materials have been created and received a very positive response from
    our funder.
   Consumers and families are providing feedback on the draft materials; the
    American College of Emergency Physicians and the Emergency Nurses
    Association will be approached to review a brochure aimed at ER personnel.
   Materials should be finalized by the end of January to begin the printing and
    dissemination phase.
   Abigail Graf represented NAMI at an SPRC stakeholder meeting in January to
    provide feedback and guidance for SPRC‘s future initiatives.

June 2005 accomplishments:

Team: Abby Graf with Johns Hopkins University

 Suicide Prevention Resource Center
 The Emergency Room Resource Toolkit is nearly complete. The toolkit will
   consist of 3 separate brochures—one for individuals who have attempted
   suicide, one for their families, and one for medical professionals in the
   emergency department. The brochures are in the final stages of revision
   before printing.
 The patient and family brochures will provide useful information on reducing
   the risk of suicide at home, preparing a safety plan, accessing community
   support and the importance of follow-up care after a suicide attempt.
   Brochures will be distributed to consumers and families upon discharge from
   the emergency department and will also be translated to Spanish.
 The companion brochure for emergency department doctors, nurses and
   social workers will offer tips on communicating with patients and families in
   accordance with the Health Insurance Portability and Accountability Act
   (HIPAA), as well as other tips to enhance care for individuals who have
   attempted suicide.
 The resource kit should be completed by July 2005, at which time all of the
   brochures will be posted to the NAMI website for public access. NAMI will
   also be working with the American College of Emergency Physicians to
   distribute the resource kits to emergency

August 2005 accomplishments:

Continued work around funding and implementation of the Grant Smith Act.

November 2005 accomplishments:

With the support of the Suicide Prevention Resource Center and a grant from
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SAMHSA, NAMI has created 3 brochures – one for individuals who have
attempted suicide, one for their families, and one for medical professionals in the
emergency department who care for these individuals. The brochures for suicide
attempters and their families have also been translated to Spanish.

The brochures for consumers and families provide information on reducing the
risk of suicide, creating a safety plan, accessing follow-up care and additional
resources for information on suicide and mental illness. The brochure for
medical professionals focuses on enhancing communication between medical
providers and their patients, providing useful tips on HIPAA and patient
discharge, and useful resources for more information on patient assessment and
suicide.

Four hundred emergency departments across the country will receive free copies
of these brochures to educate their patients and staff on suicide. Additional
brochures will soon be available for a small fee through the NAMI store, and
electronic versions are currently available on NAMI‘s website at
www.nami.org/EDsuicidebrochures.

February 2006 Accomplishments:

Interest in the recently-created brochure series (in both English and Spanish) on
suicide remains high.

―Grading the States‖ included suicide rates among the its featured state
indicators, calling attention this public health concern.


June 2006 Accomplishments:

NAMI is partnering with the American Foundation for Suicide Prevention, in large
part through the college-based initiative, to make resources on the risks of
suicide more broadly available. A Convention track will focus on this important
issue.




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6. Joint advocacy strategies have been developed and disseminated to
assist NAMI states and affiliates in partnering to address the disparities
faced by under-served populations in their communities.

June 2004 accomplishments:

   NAMI is co-organizing a National Health Care Forum for Latino State
    Legislators with the Hispanic Caucus of State Legislators. This event will
    take place in California on August 26th through the 27th.

FY04/FY05 resourcing:

   staff: Policy team, MaJose Carrasco
   FY2005 budget does not reflect dedicated funds, although much will be
    accomplished through staffing

August 2004 accomplishments:

   STAR Center grant enables additional activity in this area
   SAMSHA grants for Medicaid and Medicare training are targeted at improving
    access for under-served populations
   Melville housing grant will train NAMI members as housing (Section 8)
    advocates

November 2004 accomplishments:

   NAMI web site – The ―issues spotlight‖ section of NAMI‘s website (found
    under ―inform yourself‖) contains comprehensive information on
    decriminalizing mental illness, including CIT programs, mental health courts,
    federal and state resources, etc.
   MAC organized and lead a Title VI of the Civil Rights Act working group. This
    group focuses on the lack of language access for non-English Speakers and
    is currently drafting a plan of action.
   NAMI MAC participates on the National Minority Health Month Foundation
    Thought Leaders Series to provide mental health specific input.
    NAMI was one of DiversityRx‘s partner organizations for their Fourth National
    Conference on Quality Health Care for Culturally Diverse Populations.

January 2005 accomplishments:

   Campaign for the Mind of America strategies look to underserved populations
    and impact of untreated mental illness in communities; working collaboratively
    with Campaign states to develop such strategies

June 2005 accomplishments:

No reportable activity this quarter - Establishment of State Policy Director
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position allows for future development of efforts in this arena

August 2005 accomplishments:

   Establishment of State Policy Director position allows for future development
    of efforts in this arena.

   MAC has established African American, Latino, and Asian American/Pacifc
    Islander advisory groups to help develop, identify and disseminate assistance
    for outreach to diverse and under-served populations.

   STAR Center Web site includes resources for outreach to diverse/under-
    served populations, as well as containing transcripts and translations of
    programs conducted by the Center.

   The ADS Center will be hosting, "Overcoming Barriers and the Stigma
    Associated with Mental Illness in Asian American/Pacific Islander (AA/PI)
    Communities." This training will be held on Thursday, August 11th.

November 2005 accomplishments:

The Summit meeting scheduled for June 2006 will serve as a culmination of the
MAC symposia held in the last four years. The conference will focus particular
attention on disparities. An advisory group is helping to shape the conference,
which will draw together representatives from the four focus populations
addressed by previous symposia (Latino, African American, Native Americans,
and Asian American and Pacific Islanders) and will connect directly to the New
Freedom Commission Report..

February 2006 Accomplishments:

State Mental Health Cultural Competence Directors/Coordinators
Networking Calls: MAC hosts these monthly calls, which we hope will allow
NAMI to be informed of cultural competence initiatives in different states, will help
NAMI promote multicultural activities in those states, and will provide networking
opportunities for CC directors/coordinators. The 1st call will take place on March
7th. The invitation to participate has been very well received and we expect
around 20 people on this call.

STAR Center is hosting national teleconference trainings where program leaders
can participate. The calls provide leaders the chance to hear a presentation
(speak and ask questions) from leaders in the cultural competency and
consumer movement. A transcript and an audio file of each call will be posted
on the web.

Adult Friday Conference calls with Ken Duckworth: In partnership with MAC,
Ken is hosting a Multicultural Mental Health series during his Friday adult

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conference calls. This new series focuses on mental health research in
communities of color.
o On January 25th, a conference call titled ―African American Mental Health‖
   took place as the first in a series of Multicultural Mental Health Research
   Conference calls with Dr. Ken Duckworth. Guest speaker was Dr. William
   Lawson from Howard University. This successful and well attended call
   enabled participants to share and learn about research findings and activities
   taking place. Also, the call was an excellent network opportunity for
   participants. Around 45 people participated on this call.
o Approximately 35 people participated on the Latino call on Friday 25h. This
   call features Dr. Margarita Alegria from Harvard University. The
o The March conference call will focus on Asian American communities and the
   April call will focus on American Indians.

Children’s call with Dr. Ken Duckworth: The first call with Dr. Rahn Bailey, a
national expert on ADHD will focus on the African American community. Future
calls will be announce through Friday Facts and other list-serves.

Medicare Drug Benefit Implementation – Implementation of the new Medicare
drug benefit has been the major focus of the NAMI federal policy team in 2006.
Since the benefit went into effect on January 1, 2006, there have been mixed
experiences for Medicare beneficiaries with mental illnesses. NAMI's highest
priority has been (and continues to be) problems experienced by low-income
individuals dually eligible for both Medicare and Medicaid. Nearly 1/3 of these
dual eligibles have a mental illness and many experienced gaps in drug coverage
in the early days of the program -- mostly related to inability to confirm eligibility
and dual eligible status at the pharmacy counter.
Throughout December, January and February, NAMI policy staff met with senior
CMS officials -- including twice weekly conference calls with CMS staff -- to
address specific implementation problems. In addition, NAMI has continued the
following education, outreach and technical assistance with NAMI consumers,
families and professionals:
o a 800 number that provides direct counseling and assistance to beneficiaries
  (888-999-6264, ext. 1228),
o a dedicated e-mail response system for direct counseling and assistance
  (partd@nami.org),
o a web-based search assessment tool for PDP and MA coverage of
  psychiatric medications,
o a joint search and assessment tool with APA & NMHA
  (www.mentalhealthpartd.org), and
o a joint plan search and assessment tool with other patient advocacy groups
  (www.maprx.info).

In addition, NAMI policy staff has conducted educational briefings and trainings
at NAMI and other conferences in Arizona, Iowa, Louisiana and Nevada. This
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brings the total number of educational forums on the Medicare drug benefit for
NAMI sate and local affiliates to 34 since 2004.


June 2006 Accomplishments:

MAC‘s June diversity summit ―Eliminating Disparities‖ will focus national attention
on strategic and collaborative efforts to address system disparities. An exciting
program of strategy sessions, town hall meetings and workshops will bring
together some of the most critical thinkers in the area.

Follow-up work to the Consumer and Family Test Drive component of the
Grading the States has begun. A small work group has been created to conduct
further research about information accessibility within public mental health
systems. Additional analysis of Test Drive results, along with new research on
the subject, will be released within the next few months to a peer-reviewed
journal. The paper will focus on best practices in mental health information
accessibility, highlighting certain state websites and phone systems, and will
include practical tips for state mental health departments.

Efforts are underway on follow-up strategies to maximize the value of the report
as an advocacy tool at state levels. Specific training on using Grading the States
as an advocacy tool will be provided at the 2006 Leadership Institute in
November. Grassroots leaders will be provided with ―Checklists for Change‖ to
be used in state advocacy activities. Additionally, a listening session has been
scheduled at the NAMI Convention to elicit feedback from grassroots leadership
on how the report might be used to serve their advocacy purposes.




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7. In conjunction with others, NAMI has initiated a strong advocacy
program around homelessness and the need for housing for people living
with serious mental illness.

June 2004 accomplishments:

   Recent meeting with Melville Foundation went very well, possibility for
    substantial funding to train NAMI leaders in Section 8 and other housing
    advocacy

FY04/FY05 resourcing:

   staff; Andrew Sperling and Mike Fitzpatrick, leads
   FY2005 budget contains no resources for this activity; additional funding
    appears likely

August 2004 accomplishments:

   Received Melville Foundation grant of $115k in response to the work of
    Andrew Sperling, Ann O‘Hara and Betsy Smith.
   State Relations is providing primary staff leadership in support of the Zarrow
    Mental Health Symposium, schedule for late September in Tulsa. This event
    is focused on housing advocacy for people living with a mental illness.

November 2004 accomplishments:

   Through Melville grant, Ann O‘Hara and Andrew Sperling provide housing
    training and technical assistance; multiple trainings each month.
   NAMI is pressing to ensure that the final FY 2005 VA-HUD bill includes the
    following in the housing arena:
   Rejection of the Bush Administration‘s proposed ―Flexible Voucher‖ proposal
    and corresponding proposed $1.6 billion cut to Section 8,
   Rejection of any cuts to the HUD Section 811 program and full funding for
    renewal of all expiring rent subsidies under the 811 program, and
   Full funding for the President‘s request for the McKinney-Vento Homeless
    Assistance Act, including funding for renewal of all expiring Shelter Plus Care
    and SHP permanent housing rent subsidies.

January 2005 accomplishments:

   Despite strong NAMI advocacy, the Section 811 program was cut by $9
    million in the final FY 2005 budget, down to $240 million.
   Presentations during previous quarter:
   Texas Conference on Disease Management & Housing (12/12 & 13)
   NAMI Alabama Housing Conference (1/6)


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June 2005 accomplishments:

The Bush Administration's FY 2006 budget proposes a 50% cut for the HUD
Section 811 program and complete elimination of the capital advance/project-
based side of the program. NAMI is currently working with national disability
allies (the Arc, UCP, etc.) to restore this cut. The Administration has also
proposed far reaching reforms to the HUD Section 8 voucher program (S 771 &
HR 1999) that would remove current requirements for housing authorities to
target vouchers to individuals at 30% of area median income and below. This
would make it difficult for vouchers to be accessible for people living on SSI.
NAMI has signed on to a statement opposing the legislation. Work continues on
NAMI grant from the Melville Charitable Trust with conference held thus far in
Alabama, Idaho and Ohio and conferences planned for Kansas and Michigan.

August 2005 accomplishments:

Both the House and Senate are now on record rejecting proposals in the Bush
Administration's FY 2006 for a 50% cut for the HUD Section 811 program and
complete elimination of the capital advance/project-based side of the program.
Both the House and Senate HUD spending bills for FY 2006 completely restore
Section 811 funding to $240 million. Both the House and Senate HUD spending
bills (HR 3058) also come close to proving sufficient funding to renew all existing
Section 8 vouchers ($15.6 billion). The Senate version boosts funding for
McKinney-Vento homeless assistance programs by $174 million, up to $1.415
billion. Work continues on NAMI‘s grant from the Melville Charitable Trust with
conference held thus far in Alabama, Idaho Michigan, and Ohio and a final
conference planned for Kansas in October

November 2005 accomplishments:

Congress is expected to complete action on the FY 2006 budget in November.
NAMI's major priority remains funding for the Section 811 program and rejection
of the Bush Administration's proposal to eliminate funding for new capital
development (NAMI is also supporting a Senate proposal to ensure long-term
stable funding for 811 tenant-based vouchers through the Section 8 program).

Work will be completed in early 2006 on NAMI's grant from the Melville
Charitable Trust for housing advocacy training related to the Section 8 housing
voucher program. We are also in discussions with the Trust to secure funding to
do housing training in the Gulf States in the wake of hurricanes Katrina and Rita.

February 2006 Accomplishments:

Congress completed action on the FY 2006 budget in late November. NAMI's
worked with other national disability groups to defeat proposals for deep cuts to
the Section 811 program and reject a proposal to eliminate funding for new
capital development (NAMI also supported a Senate proposal to ensure long-
term stable funding for 811 tenant-based vouchers through the Section 8
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program). A similar proposal for deep cuts to Section 811 was included in the
President's budget request for FY 2007.

In December, work was completed on NAMI's grant from the Melville Charitable
Trust for housing advocacy training related to the Section 8 housing voucher
program. NAMI is also working with allied organizations and NAMI Louisiana on
strategies to ensure that federal resources provided to the Gulf region for
hurricane recovery support redevelopment of permanent supportive housing for
people with mental illness.


June 2006 Accomplishments:

Congress is now beginning consideration of spending bills for FY 2007 –
including the budget for the Department of Housing and Urban Development
(HUD). Top priorities for NAMI‘s Policy team are:
   Rejecting the Bush Administration‘s proposal to cut the HUD Section 811
    program by 50%,
   Supporting the Bush Administration‘s proposal to increase funding for the
    McKinney-Vento Homeless Assistance Act by $209 million, and
   Ensuring sufficient funding to renew all Section 8 vouchers.

In addition, the NAMI Policy staff has been working closely with NAMI Louisiana
on a proposal in the hurricane recovery package in the FY 2006 supplemental
appropriations bill (HR 4939) that would allocate $100 million for project-based
rent subsidies for development of at least 4,500 units of new supportive housing
for the Gulf Coast region. These units would targeted evacuees with disabilities
(including mental illness) and individuals who were homeless before the storms.




                                                          NAMI 2004-2006 Strategic Plan
                                                         Consolidated Report ~ June 2006
                                                                               Page 164
8. NAMI National has convened a Task Force to investigate NIMH-
sponsored SMI research and advocates strongly for the NIMH portfolio to
be increasingly directed to SMI research.

June 2004 accomplishments:

   The Roadmap to Recovery and Cure research taskforce report was
    successfully released and disseminated broadly, including to members of
    Congress, executive branch officials, scientific leaders, the NIMH scientific
    council, and NAMI members. (March 2004)

FY04/FY05 resourcing:

   staff: NPRI (Joel Miller and Laura Lee Hall), lead
   activity undertaken and paid for in FY2004; printing budget reduced in face of
    constraints - report made available electronically and on Web
   FY2005 budget includes funding for some task forces, but anticipates
    additional funding

August 2004 accomplishments:

   February publication of ―Roadmap to Recovery‖ received significant media
    coverage and met this KRM, however, the Task Force report is being
    reprinted for the Convention and will be used by the Scientific Advisory
    Council going forward.

November2004 accomplishments:

   February publication of ―Roadmap to Recovery‖ received significant media
    coverage and met this KRM, however, the Task Force was reprinted for the
    Convention and will be used by the Scientific Advisory Council going forward.
   The NAMI Policy Research Institute released a report on children and
    psychotropic medications which called for NIMH to increase research to
    better understand how to diagnose and treat childhood mental illnesses,
    including serious mental illnesses

January 2005 accomplishments:

Task force convened last year; report continues to be circulated widely

June 2005 accomplishments: Completed winter 2004
August 2005 accomplishments: Completed winter 2004
November 2005 accomplishments: Completed winter 2004
February 2006 Accomplishments: Completed winter 2004
June 2006 Accomplishments: Completed winter 2004



                                                           NAMI 2004-2006 Strategic Plan
                                                          Consolidated Report ~ June 2006
                                                                                Page 165

				
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