This checklist with timeline provides planning at a glance for regions, service areas and facilities.
An Excel spreadsheet helps team co-leads and sponsors track team progress against regional goals.
This tool offers five essential tasks for UBT sponsors.
This tool provides UBT co-leads with a list of actions that need to take place to effectively on-board a new team member.
UBTs and their co-leads may use this tool to capture key messages that need to be given to stakeholders and to document the communication of the key messages.
SBAR (pronounced S-BAR) is a structured communication technique for organizing important information concisely.
This tool provides UBT co-leads with the key steps that need to be completed to run an efficient meeting.
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.
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.
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.
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.