Resource Library

Everything you need in one place

Peer specialists supporting older adults often need quick, reliable tools that fit into real-life practice. The Resource Library offers downloadable checklists, templates, and vetted links that match each stage of preparation and service delivery.

Stage-by-Stage Downloads

1. Preparation – Orientation checklist that covers ethics, confidentiality, and role boundaries in under ten minutes.
2. Engagement – First-visit safety scan and conversation prompt cards designed for home or clinic settings.
3. Goal-Setting – One-page wellness planning worksheet that captures daily routines, social connections, and medication cues.
4. Follow-Up – Weekly progress log and escalation guide that highlights warning signs requiring supervisor contact.

Common Pitfalls to Avoid

• Skipping the safety scan when entering private homes.
• Using medical jargon instead of plain language in goal-setting discussions.
• Delaying documentation until the end of the week, which risks missed details.

Quick Links

Each document is provided in editable DOCX and printable PDF. Links also connect to state aging-agency guidelines, the National Peer Support Toolkit, and the Older Adult Mental Health First Aid pocket card.

Frequently Asked Questions

How often are the forms updated? Twice a year after feedback from field supervisors and peer specialists.

Do I need special software? Any standard word processor or PDF reader works; no paid accounts required.

Can I share these tools with my team? Yes, all resources are released under a Creative Commons attribution license for non-commercial use.