UBT Co-Leads

UBT Project Prioritization Matrix

Submitted by Paul Cohen on Fri, 09/16/2011 - 17:17
Tool Type
Format
ppt_Prioritization Matrix.ppt

One page PowerPoint form used to help unit-based teams prioritize their goals.

Non-LMP
Non-LMP
Companion to "How to prioritize team goals" story
Tool landing page copy (reporters)
UBT Project Prioritization Matrix

Format:
PowerPoint slide

Size:
8.5" x 11"

Intended audience:
UBT consultants, UBT co-leads and members

Best used:
This simple matrix helps teams set performance improvement goals for the year. Use as a working document in unit-based team meetings or training sessions.

Released
Obsolete (webmaster)
not migrated

UBT Fair Storyboard Instructions

Submitted by anjetta.thackeray on Wed, 08/24/2011 - 23:39
Tool Type
Format
Topics
tool_UBT_Fair_Storyboard

This presentation helps teams create content and basic designs for their storyboards.

Non-LMP
Tool landing page copy (reporters)
UBT Fair Storyboard Instructions

Format:
PPT, 10 slides

Size:
8.5" x 11"

Intended audience:
Unit-based teams

Best used:
This presentation helps teams design, construct and display storyboards for a UBT fair.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

Released
Obsolete (webmaster)
not migrated

UBT Goals Worksheet

Submitted by Paul Cohen on Tue, 08/16/2011 - 16:37
Region
Tool Type
Format
Running Your Team
Taxonomy upgrade extras
tips_Sept Catalyst_UBT Goals Worksheet_Paul..xls

An Excel spreadsheet helps team co-leads and sponsors track team progress against regional goals.

Non-LMP
Tyra Ferlatte
Links to Highlighted story "UBT worksheet keeps teams on track"
Tool landing page copy (reporters)
UBT Goals Worksheet

Format:
Excel spreadsheet

Size:
8.5" x 11" 

Intended audience:
UBT co-leads and sponsors

Best used:
This tool, developed by the Northwest region, can be adapted by other Kaiser Permanente regions to help team leaders and sponsors track team progress and tactics. Use it to report regular updates on team progress toward regional business goals.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

3 RIM Questions for Success

Submitted by Vaughn.R.Zeitzwolfe on Wed, 08/03/2011 - 16:05
Tool Type
Format
Content Section

This tool helps UBT members identify what they want to achieve from their improvement work, using the three fundamental questions of the Rapid Improvement Model (RIM).

Non-LMP
Tyra Ferlatte
For Use of Tools 2-4
Tool landing page copy (reporters)
RIM helps members identify their improvement work goals.

Format:
Word

Size:
Two pages, 8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool for process improvement work, using the three fundamental questions of the Rapid Improvement Model. Help team members name their improvement goals, decide what measures they will use to determine whether there is improvement and identify changes they can make to lead to an improvement.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

On-Boarding New Team Members

Submitted by Vaughn.R.Zeitzwolfe on Wed, 08/03/2011 - 11:22
Tool Type
Format
Content Section

This tool provides UBT co-leads with a list of actions that need to take place to effectively on-board a new team member.

Jennifer Gladwell
Tyra Ferlatte
For Team Member Engagement 1-5
Tool landing page copy (reporters)

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Help new members feel like part of the team by following this checklist. 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Communication Stakeholder Summary for UBTs

Submitted by Vaughn.R.Zeitzwolfe on Wed, 08/03/2011 - 09:59
Tool Type
Format
Topics
Content Section

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.

Non-LMP
Tyra Ferlatte
For Team Member Engagement 1-4, Use of Tools 3-5
Tool landing page copy (reporters)
Communication Stakeholder Summary for UBTs

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and members

Best used:
Communicate key messages from team meetings to stakeholders who were unable to attend, and document the communication of the messages.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

SBAR Communication Technique

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 17:12
Tool Type
Format
Topics
Content Section

SBAR (pronounced S-BAR) is a structured communication technique for organizing important information concisely.

Non-LMP
Tyra Ferlatte
For Team Process 1-3, Use of Tools 1-3
Tool landing page copy (reporters)

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT teams and co-leads

Best used:
SBAR (pronounced S-BAR) is a structured communication technique that provides important information concisely. Use this tool in the following situations: You want an action to be considered or taken; there is key information to share with another individual, such as during change of shift; or you want to escalate a concern.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Meeting Planning

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:50
Tool Type
Format
Content Section

This tool provides UBT co-leads with the key steps that need to be completed to run an efficient meeting.

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

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to plan an efficient meeting.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Sample Meeting Evaluation Plus Delta

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:16
Tool Type
Format
Topics
Content Section

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
Format
Content Section

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