DOC

Planning and Conducting the First Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 14:00
Tool Type
Format
Topics
Content Section

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.

Non-LMP
Tyra Ferlatte
For Team Process 1-2
Tool landing page copy (reporters)
Planning and Conducting the First Meeting

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This checklist can help co-leads include all the key elements of a first UBT meeting as they jointly prepare the agenda. 

 

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Meeting Notes Template

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 13:52
Tool Type
Format
Topics
Content Section

UBT members can use this template to take meeting minutes and record action items from meetings.

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
Meeting Notes Template

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.

 

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UBT Kickoff Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 11:11
Tool Type
Format
Topics
Content Section

This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda.

Non-LMP
Tyra Ferlatte
For Team Process 1
Tool landing page copy (reporters)
UBT Kickoff Meeting key agenda elements

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.

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Critical Coaching Skills Vaughn.R.Zeitzwolfe Fri, 07/22/2011 - 15:35
not migrated
Critical Coaching Skills
Tool Type
Format
Content Section

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to prepare for a coaching conversation and gain insight into specific coaching skills and techniques.

 

This tool is designed to help co-leads understand specific coaching skills and techniques.

Non-LMP
Tyra Ferlatte
For Leadership 1-4
Released

Checklist: Four Phases of a Meeting

Submitted by Vaughn.R.Zeitzwolfe on Fri, 07/22/2011 - 15:13
Tool Type
Format
Topics
Content Section

This checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.

Non-LMP
Tyra Ferlatte
For Team Process 2-5
Tool landing page copy (reporters)
Four Phases of a Meeting

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
When preparing for your UBT meeting, this checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.

Released
Tracking (editors)
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Data Collection Planning Tool

Submitted by Vaughn.R.Zeitzwolfe on Fri, 07/22/2011 - 14:48
Tool Type
Format
Content Section

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.

Non-LMP
Tyra Ferlatte
For Use of Tools 3-4
Tool landing page copy (reporters)
Data Collection Planning Tool

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
This worksheet will help determine data collection efforts and reporting to help teams decide whether the change was effective and whether there are barriers that need to be removed.

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How Co-leads Help Their Teams Manage Change

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 14:36
Tool Type
Format
Keywords
Content Section

This tool is designed to help managers identify and recognize a stakeholder's readiness for change.

Tyra Ferlatte
Tyra Ferlatte
For Leadership 3-4
Tool landing page copy (reporters)

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. 

Released
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Leadership Success Factors

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 14:25
Tool Type
Format
Content Section

This tool provides definitions and explanations of critical leadership success factors.

Tyra Ferlatte
Tyra Ferlatte
For Leadership 1-5
Tool landing page copy (reporters)
Leadership Success Factors

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors

Best used:
Gain inspiration for greater leadership success through these definitions and explanations. 

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Preparing the UBT for a New Manager Co-Lead

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 12:09
Tool Type
Format
Content Section

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.

Non-LMP
Tyra Ferlatte
NOTE: Changed everything back to new edits, post phone conversation.
For Leadership 1-4
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Labor Co-lead

Best used:
UBT union co-leads can use this tool when the team is being joined by a new management co-lead. Accelerate the process of building a working relationship between the new manager and the team.

Released
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On-Boarding New Manager Co-Leads

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 11:49
Tool Type
Format
Content Section

This tool will accelerate the process of building a working relationship between a new management leader, the union co-lead and the rest of the team.

Jennifer Gladwell
Tyra Ferlatte
For Leadership 1-5
Tool landing page copy (reporters)
On-Boarding New Manager Co-leads

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when a new management co-lead joins the team to accelerate the process of building a working relationship.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated