Planning and Conducting the First Meeting
This tool is designed to help UBT co-leads include all the key elements of a first team meeting as they jointly prepare the agenda.
Path to Performance Toolkit
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
Help your team members stay on track in meetings and huddles with this worksheet to document the PDSA cycle for a performance improvement test.
This tool is used by a UBT to document the Plan, Do, Study, Act (PDSA) cycle for a performance improvement test.
This tool is designed to help UBT co-leads include all the key elements of a first team meeting as they jointly prepare the agenda.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this template during meetings and as a reference after meetings to follow up with key decisions, action items and timelines, as well as when planning the next UBT meeting agenda.
UBT members can use this template to take meeting minutes and record action items from meetings.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda. Use when starting a new UBT and preparing for your first meeting.
This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda.
This tool is designed to help co-leads understand specific coaching skills and techniques.
This checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.
This tool helps a team determine what they will measure, how they will measure it and who will collect the data. After using this tool to collect data, the UBT will be able to determine whether the change was effective and whether there are barriers that need to be removed.
Format:
PDF (color or black and white)
Size:
8.5" x 11"
Intended audience:
UBT co-leads and sponsors
Best used:
Help your team manage change by understanding verbal and non-verbal cues that let you identify a stakeholder's readiness for change.
This tool is designed to help managers identify and recognize a stakeholder's readiness for change.
This tool provides definitions and explanations of critical leadership success factors.
UBT union co-leads can use this tool when the team is being joined by a new management co-lead to accelerate the process of building a working relationship between the new manager and the team.