UBT Co-Leads

LMP National Dashboard Guide #1: Logging In

Submitted by Paul Cohen on Thu, 11/08/2012 - 14:31
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tool_National Dashboard Handout #1.pdf

One of three simple cheat sheets for using the KP National Dashboard of performance metrics.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
LMP National Dashboard Handout #1: Logging In

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads, sponsors and consultants

Best used:
Follow these simple instructions to access information on KP and team performance on key metrics of the Value Compass.

 

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Keeping Better Track of Your Surgical Instruments

Submitted by Jennifer Gladwell on Thu, 11/01/2012 - 12:15
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Request Number
pdsa_ Franklin head and neck_Co_jg_tf
Long Teaser

Colorado Head and Neck Surgery UBT puts a process in place to track expensive surgical instruments, almost completely eliminating losses and saving more than $25,000 a year.

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Jennifer Gladwell
Editor (if known, reporters)
Tyra Ferlatte
Photos & Artwork (reporters)
Some members of the Franklin Head and Neck unit-based team.
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Michele Boes, Michele.X.Boes@kp.org, 303-764-4422

Angela Peace, Angela.E.Peace@kp.org

Angela Garcia, Angela.M. Garcia@kp.org

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Keeping Better Track of Your Surgical Instruments
Deck
Team creates inventory system and saves $25,000
Story body part 1

Surgeons need delicate and expensive tools to work.

And with 900 instruments being used and processed for reuse daily in a Head and Neck Surgery department, it’s not hard to lose an instrument.

But replacement at several hundred dollars a pop is expensive.

So, when the Head and Neck team at the Franklin Medical Office in Colorado heard that a reduced budget would not cover lost instruments, team members knew they had to act.

“When we came up to the crisis, we brainstormed through it,” says labor co-lead Angela Garcia, RN, and UFCW Local 7 member.

The team tested several ideas, including color-coding instruments with tape—a change that wasn’t adopted because of infection control issues and it didn’t work.

Then the team tried divvying up the instruments among the 20 patient rooms and two procedure rooms. That didn’t work, either, because each physician has his or her own preference for certain instruments, and the staff didn’t know where the instruments would be needed.

 “Nobody was taking responsibility of the instruments,” Garcia says. “We needed to hold people responsible for what they were using.”

The UBT purchased plastic bead boxes from a local craft store and labeled each box by nurse. The nurse was in charge of the box, just as a store clerk is responsible for a cash box. Nurses checked the inventory at the beginning and end of each shift to make sure their boxes balance, and if something was missing, they were responsible for finding it.

The team also took time to educate the entire staff about the process, and explain both how valuable and how fragile the instruments are. This helped everyone understand the reason for the change, and inspired everyone to be more responsible.

“I think the idea of coming up with the system was ingenious,” says Liz Vandyck, a clinical audiologist and member of UFCW Local 7. The team also did monthly audits to measure success.

The team had spent more than $26,000 replacing 300 lost instruments. A year after the successful test of change, only five instruments needed replacing—two were lost and three were broken.

“This was a really interesting way to solve the problem,” says Lorana Brass, MD, one of the department's physicians.

For more about this team's work to share with your team and spark performance improvement ideas, download a poster or PowerPoint.

 

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LMP Editorial Guidelines

Submitted by tyra.l.ferlatte on Wed, 10/24/2012 - 11:56
Tool Type
Format
Topics
editorialguidelines_August2016 (ED-1922, updated Sept. 2021)

These guidelines explain the different options for getting a story or tool published in Hank or on LMPartnership.org, and what sort of stories and tools the LMP communications team is looking for regularly.

Laureen Lazarovici
Tyra Ferlatte
Updates contacts and includes new logo and style.
Tool landing page copy (reporters)
LMP Editorial Guidelines

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Those interested in getting a story or tool published in Hank or on LMPartnership.org

Best used:
Review and follow these guidelines on editorial content to have your story or tool published.

 

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UBT Facilitative Support Plan

Submitted by Vaughn.R.Zeitzwolfe on Mon, 10/08/2012 - 16:54
Tool Type
Format
Content Section

Developmental support is a key element in helping teams move along the Path to Performance. This worksheet helps consultants, advisors, sponsors and co-leads map out a support plan.

Non-LMP
NOTE: Description in worksheet is a little over twice as long as it is here for better communication of purpose, while keeping this section below 300 characters.
For Leadership 1-5, Use of Tools 1-5
Tool landing page copy (reporters)
UBT Facilitative Support Plan

Format:
Word document

Size:
8.5" x 11"

Intended audience:
Support staff including consultants, advisors, co-leads, and sponsors

Best used:
Developmental support is a key element in the successful implementation of transitioning UBTs. Support teams must be aware of the three behavioral "levers" they can pull to effectively help a team: expressing (what you say), modeling (what you do), and reinforcing (how you back it up). Use this form when beginning to work with a support consultant or advisor.

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Poster: Help Teams Grow

Submitted by Kellie Applen on Fri, 09/28/2012 - 10:56
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Format
Content Section
Taxonomy upgrade extras
bb_help_your_teams_grow

This poster features a checklist UBT co-leads and sponsors may use to help teams develop.

Non-LMP
Tool landing page copy (reporters)
Poster: Help Teams Grow

Format:
PDF

Size:
8.5” x 11”

Intended audience:
Unit-based teams and UBT sponsors

Best used:
Set your team up with these 10 tips and point them down the road to success.

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Georgia
bulletin board packet
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Want a Healthy Workforce? Try an Instant Recess

Submitted by Laureen Lazarovici on Tue, 08/21/2012 - 12:28
Topics
Taxonomy upgrade extras
Request Number
sty_Instant Recess
Long Teaser

Teams at the South Bay Medical Center improve attendance, reduce injuries, and improve their health with Instant Recess.

Communicator (reporters)
Laureen Lazarovici
Editor (if known, reporters)
Non-LMP
Notes (as needed)
Bob will send a few photos by COB Friday, July 27
Photos & Artwork (reporters)
UHW member Carolina Meza (right) leads "the incredible hulk" stretch during Instant Recess
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Building a Healthy Workforce

A bit of exercise can help your team work better, reduce the chance of workplace injury and make the day more fun.

Inspire your team with stories, videos and tools for total health and safety.

 

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Headline (for informational purposes only)
Want a healthy workforce? Try an instant recess
Deck
Exercise breaks reduce injuries, stress and sick days
Story body part 1

At 10:30 a.m. sharp, South Bay Medical Center appointment clerk Carolina Meza removes her telephone headset. She fires up what looks like the world’s tiniest iPod, attached to a portable speaker that’s not much bigger. She gathers four of her co-workers in a patch of open space near the coffee room. They do some neck rolls, march in place and then do a move Meza calls “the incredible hulk”—a shoulder stretch that brings welcome relief to those facing a computer screen for most of their day.

“When we go back to our stations, we feel refreshed,” says Meza, a member of SEIU UHW.

It’s called Instant Recess, and it’s the brainchild of Toni Yancey, MD, co-director of the UCLA Kaiser Permanente Center for Health Equity. It involves a quick, daily group exercise and is aimed at incorporating physical activity into a normal workday. It comes at a time when research is showing that workplace fitness initiatives targeting individual behavior (such as counseling and gym memberships) aren’t working. An organization’s whole infrastructure needs to be addressed, says Yancey. 

That’s what makes Instant Recess so appealing. It demonstrates KP’s commitment to Total Health—including for a healthy and safe work life for KP employees as well as the members and communities we serve. It’s consistent with KP’s Healthy Workforce push, and also seems to help reduce workplace injuries and improve attendance.

At the South Bay call center, for instance, annualized sick days fell almost one full day per full-time equivalent between 2010 and 2011, when the department began Instant Recess. The number of ergonomic injuries went from three to zero.  

Overcoming obstacles

While they are seeing results now, team members were wary when senior leaders at their medical center approached them about trying Instant Recess. “I was very skeptical,” says Darlene Zelaya, operations manager. “We can’t prevent the calls from coming in.” In fact, hold times for patients did go up when the team first implemented Instant Recess.

The unit-based team worked together with project manager Tiffany Creighton to adapt Instant Recess to their members’ needs. For instance, before calling a recess, team members check the reader board to assess how many agents can be off the phones at one time. They hold many small exercise bursts throughout the day instead of one or two longer ones. And they keep the music turned down low to avoid disturbing agents on the phone with patients.

Making it work locally

In the South Bay lab, Instant Recess looks and sounds totally different—but is getting similarly promising results. That department blasts a boom box for 10 full minutes during the Instant Recesses it incorporates into its huddles at shift change twice a day. Clinical lab scientist Nora Soriano steps away from her microscope to join in. She’s lost 43 pounds recently, and she partly credits Instant Recess. Soriano, a member of UFCW Local 770, says the initiative inspired her to exercise more at home. “My son got me an Xbox,” she says. “I don’t stop for half an hour, sometimes 45 minutes.”

Not all of Soriano’s co-workers were so enthused when they first heard about Instant Recess. “I was kind of negative,” admits Julia Ann Scrivens, a lab assistant and UHW member. “I thought, ‘I am so busy. You want me to do what?’ ” Area lab manager Dennis Edora says, “It was a shock. No one knew what to expect.” But the lab’s staff had just been through some stressful changes—including getting new equipment and moving to a new floor—and team members were hungry for something that would help rebuild morale.

“We collaborated with all the different job codes,” says Edora. “Everyone added their different flavor,” she says, noting that employees rotate as a leader, some choosing Hawaiian dance moves, others yoga-inspired stretches. “Instant Recess really got us together. It wasn’t just exercise.” Moreover, it was helping reduce injuries: the lab reported only one repetitive motion injury in 2011, after beginning Instant Recess in April. There were five such injuries in 2010.   

And Scrivens is sold as well. “It is fun,” she says. “It makes me happy.”

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New Research on How UBTs Deliver on Service

Submitted by Paul Cohen on Tue, 08/07/2012 - 14:15
Tool Type
Format
Topics
ppt_UBTs and service scores

A PowerPoint slide showing high-performing UBTs are getting higher patient satisfaction scores while reducing injuries and absenteeism.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
New Research on How UBTs Deliver on Service

Format:
PowerPoint slide

Size:
8.5" x 11"

Intended audience:
Unit-based team sponsors and co-leads, and KP managers

Best used:
This summary of KP research shows that high-performing teams are improving HCAHPS scores while reducing workplace injuries and sick days. Use in meetings or discussions to benchmark team results against high-performing UBTs across Kaiser Permanente.

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Virtual UBT Fair on Affordability

Submitted by Julie on Thu, 05/24/2012 - 13:38
Tool Type
Format
Topics
Tool_virtual_UBT_Fair_PPT

Power Point slides from a virtual UBT fair held on May 23, 2012 featuring three teams: The Materials Management UBT in Panorama City, The Ambulatory Surgery Reovery team in Moanalua, Hawaii and the Santa Rosa Emergency Department.

Non-LMP
Tool landing page copy (reporters)

Format: 
PowerPoint

Size: 
30 slides 

Intended audience:
UBT co-leads, sponsors and consultants

Best used:
To find out what other teams are doing and adapt their successful practices. 

Download PPT

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You Gotta Learn

Submitted by Laureen Lazarovici on Wed, 04/25/2012 - 13:08
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Request Number
sty_Edmondson_gottalearn
Long Teaser

Harvard Business School Professor Amy Edmondson explains why creating a psychologically safe learning environment is the key to innovation and teamwork.

Communicator (reporters)
Laureen Lazarovici
Editor (if known, reporters)
Tyra Ferlatte
Notes (as needed)
This story will be linked to two other Edmondson articles, her PPT on teaming, and the upcoming video interview.
Photos & Artwork (reporters)
Harvard Business School Professor Amy Edmondson
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Collaborate
UBT-general
Highlighted stories and tools (reporters)
More from Amy Edmondson

Resources on creating a learning environment

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You gotta learn
Deck
A psychologically safe environment is essential to teamwork and innovation
Story body part 1

The theme of the 2012 Union Delegates Conference was “You Gotta Move”—and Amy Edmondson’s advice for the delegates was “you gotta learn.”

The Harvard Business School professor studies what she calls “learning environments.” To support innovation and teamwork, it’s essential the Labor Management Partnership and unit-based teams foster learning environments throughout Kaiser Permanente.

Imagine the ideal learning environment: People feel free to take risks. They feel psychologically safe. They believe they won’t be punished or humiliated for speaking up with ideas, questions, concerns or mistakes. “Without that kind of psychological safety, it’s very hard for an organization to learn,” says Edmondson.

Now imagine the opposite of a learning environment, one where no one speaks up. “Nobody ever got fired for being silent,” says Edmondson. “And yet many bad things happen as a result of silence. Silence is a strategy for individuals to stay safe, but not necessarily for patients to stay safe or for organizations to stay vibrant.”

Creating a learning environment is up to leaders—to those people with influence, whether or not they have a formal leadership role.

“Leaders have to go first,” Edmondson says. They “have to be willing to ask questions themselves, invite participation, acknowledge their own fallibility, and to explicitly state we don’t know everything yet.” These behaviors help an environment where others can take the risks of learning.

But, she cautions, “The learning environment doesn’t live at the ‘organization’ level. For the most part, there are pockets of learning environments.…In a large, complex system, answers don’t come from central headquarters or the CEO. The answers come from the people at the front line doing the work.”

A labor management partnership like the one at Kaiser Permanente “is an important foundation” for building a learning environment, says Edmondson. “A true partnership is completely consistent with the context for mutual learning.”

Both management and union UBT co-leads can help create a learning environment by articulating the unit’s or department’s purpose and goals “in a meaningful way that touches hearts and minds, that motivates and encourages,” she says.

They can—and must—also reduce the fear people experience that makes them reluctant to speak up. The LMP helps develop and support people, helping them be their best and most courageous, Edmondson says.

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PowerPoint: The Power of Teaming

Submitted by Laureen Lazarovici on Thu, 04/05/2012 - 22:16
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Format
Keywords
Taxonomy upgrade extras
ppt_Amy Edmondson Teaming

Amy Edmondson, a Harvard Business School professor, explains the power of "teaming" and how the LMP and unit-based teams can harness it, in a presentation delivered at the March 2012 Union Delegates Conference.

Laureen Lazarovici
Tyra Ferlatte
Tool landing page copy (reporters)
The Power of Teaming

Format:
PPT

Size:
11-slide deck

Intended audience:
Sponsors, UBT co-leads, trainers, facilitators, stewards

Best used:
Harvard Business School Professor Amy Edmondson delivered this presentation, "The Power of Teaming," at the March 2012 Union Delegates Conference to explain her research on how nimble, successful organizations and projects increasingly rely on teaming rather than stable, unchanging teams. She demonstrates how leaders can create a culture of teaming by fostering psychologically safe learning environments where innovation can flourish. Use to help build a culture of teaming, or "teamwork on the fly," and foster productive collaboration among UBTs and across departments.

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