P2P

Path to Performance Toolkit

Sample Meeting Evaluation Plus Delta

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:16
Tool Type
Checklists
Format
DOC
Keywords
what worked
evaluate meeting processes
improvement meeting
make changes
plus/data method
what could be improved
Topics
Communication
Role
UBT Co-Leads
Content Section
P2P

This tool provides UBT co-leads with a sample evaluation that can be completed at the end of a UBT meeting to identify what processes worked during the meeting and what processes need improvement. This will help you make changes to ensure future meetings run more efficiently.

Tyra Ferlatte
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
Sample Meeting Evaluation Plus Delta

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tipsheet will help you garner feedback from meeting attendees to identify what processes worked well and what processes need improvement. This will help you make changes to ensure meetings run more efficiently.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Meeting Logistics

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:02
Tool Type
Checklists
Format
DOC
Keywords
checklist
logistical elements
scheduling a meeting
preparing for a meeting
room
materials
technology
Topics
Communication
Culture
Role
UBT Co-Leads
Content Section
P2P

This worksheet covers the nuts and bolts of meeting logistics, such as reserving your room, checking for phone jacks and making sure you have flip charts and markers. 

Non-LMP
Tyra Ferlatte
For Team Process 1-4
Tool landing page copy (reporters)
Meeting Logistics

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when scheduling and preparing for a meeting, to help you cover all the nuts and bolts. 

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Daily Huddles

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:47
Tool Type
Tip Sheets
Format
DOC
Topics
Performance Improvement
Content Section
P2P

This tool will help UBT co-leads prepare and run a daily huddle with their team. When using this tool to prepare and guide UBT huddles, the co-leads can relay key information and capture key data regarding ongoing UBT performance improvement work.

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
Daily Huddles

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
UBT co-leads can use this worksheet to help prepare and run a team huddle. Key information exchanges regarding performance improvement are one outcome.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Using the UBT Charter

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:30
Tool Type
Checklists
Format
DOC
Keywords
foundation
agreement
Using the UBT Charter
Topics
LMP Processes
Role
UBT Co-Leads
Content Section
P2P

This document helps the UBT co-leads create and use the UBT charter, which set s the foundation for the work their team will do.

Tyra Ferlatte
Tyra Ferlatte
For Team Process 1-2
Tool landing page copy (reporters)
Using the UBT Charter

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBTs

Best used: 
This template can be used during a team's first meetings to help create a charter, laying the foundation for its work. Co-leads can work on it ahead of time and present it as a straw design.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

PDSA Cycle Progress Sheet

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:12
Tool Type
Checklists
Format
DOC
Running Your Team
Performance improvement
Keywords
information and results
recorded actions
Topics
LMP Processes
Metrics
Content Section
P2P

This sheet is used to monitor progress as a team completes a plan, do, study, act (PDSA) cycle. After completing this progress sheet, you will have a record of what the team did, the information it studied and what it will use from the PDSA cycle.

Non-LMP
Tyra Ferlatte
For Use of Tools 2-4
Tool landing page copy (reporters)
PDSA Cycle Progress Sheet

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
Use this tool when completing a PDSA cycle so you will have a record of what you did, the information you studied and what you will use from your tests of change.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Worksheet: Team Trust Assessment

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 13:05
Tool Type
Checklists
Format
DOC
Keywords
high-performing team
leaders
safety score
certainty score
team trust assessment worksheet
Topics
Culture
Role
UBT Co-Leads
Content Section
P2P

This assessment tool helps leaders create a picture of how much their UBT members trust others and how confident they feel with their current work situation.

Non-LMP
Tyra Ferlatte
For Team Member Engagement 1-5, Team Process 2-4
Tool landing page copy (reporters)
Worksheet: Team Trust Assessment

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This assessment tool helps leaders create a picture of how much their team members trust others and how confident they feel with their current work situation. Use this tool to see the levels of trust within your team.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Recognition Questionnaire Vaughn.R.Zeitzwolfe Wed, 07/27/2011 - 12:16
not migrated
Tool Type
Checklists
Format
DOC
Keywords
how employees prefer to be recognized
demonstrate improvement and achievement
culture of celebration
Topics
Culture
Role
Frontline Managers
Frontline Workers
UBT Co-Leads
Content Section
P2P

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tool teaches co-leads that each team member wants to be recognized for work that leads to performance improvement. After asking each UBT member to complete this questionnaire, you will be able to provide appropriate recognition.

This tool teaches UBT co-leads that each team member wants to be recognized for work that leads to performance improvement. After asking each UBT member to complete this questionnaire, you will be able to provide appropriate recognition.

Non-LMP
Tyra Ferlatte
For Leadership 1-3, Team Member Engagement 1-4
Released

Working Styles

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 12:08
Tool Type
Checklists
Format
PDF
Keywords
working style
preferred or dominant working style
questionnaire
analytical
driver
expressive
amiable
Topics
Culture
Content Section
P2P

This questionnaire that will help you determine your preferred or dominant working style. There are no right or wrong answers, and several choices may appeal to you if you prefer a combination of styles.

Non-LMP
Tyra Ferlatte
For Leadership 1-4, Team Member Engagement 1-4
Tool landing page copy (reporters)
Working Styles

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to determine and understand your own working style or to help those on your team understand their style.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Value Compass

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 11:56
Tool Type
Tip Sheets
Format
DOC
Keywords
presentation
role
UBT meeting
team member function
co-lead role
Topics
Culture
Performance Improvement
Content Section
P2P
tool_Value Compass Activity

This activity provides an opportunity for a unit-based team to analyze the Value Compass to determine why its work is important and to identify where the unit stands regarding the points on the compass in comparison with where it needs to be.

Non-LMP
Tyra Ferlatte
For Goals and Performance 1-4
Tool landing page copy (reporters)
Value Compass

Format:
Word document (color and black and white)

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when planning a UBT meeting that will include a review of the Value Compass and where the team stands regarding its points.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

UBT Performance Tracking Tool

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 10:09
Tool Type
Checklists
Format
DOC
Topics
LMP Processes
Content Section
P2P

The UBT Performance Tracking Tool provides a picture of how the UBT’s actions impact overall performance.

Non-LMP
Tyra Ferlatte
For Leadership 4, Goals and Performance 2-4
Tool landing page copy (reporters)
UBT Performance Tracking Tool

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
Use this tool while doing performance improvement work to track results in the intended area and across all areas over time.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Subscribe to P2P