UBT Co-Leads

Unit-Based Team Toolkit: Introduction

Submitted by Kristi on Sun, 06/13/2010 - 18:06
Tool Type
Reports and Guides
Format
PDF
Topics
Performance Improvement
Role
Frontline Managers
Frontline Physicians
Frontline Workers
UBT Co-Leads
Taxonomy upgrade extras
lmpartnership.org
Unit-Based Team Toolkit - Overview

The purpose of the Unit-Based Team (UBT) Toolkit is to supply job aids, tools and templates for unit-based team co-leads to use in leading their teams as they engage in performance improvement and learning. The toolkit is organized into nine sections. This is the overview section.

Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
4 pages, 8.5" x 11"

Intended audience:
Unit-based team members and co-leads, frontline managers, workers and physicians

Best used: 
To help UBT co-leads learn how to engage their team in performance improvement.

Released
Tracking (editors)
Obsolete (webmaster)
other
PDF
lmpartnership.org
not migrated

Unit-Based Team Toolkit (complete version)

Submitted by Kristi on Sun, 06/13/2010 - 18:06
Region
Colorado
Tool Type
Reports and Guides
Format
PDF
Topics
Performance Improvement
Role
Frontline Managers
Frontline Physicians
Frontline Workers
UBT Co-Leads
Taxonomy upgrade extras
lmpartnership.org
Unit-Based Team Toolkit

The purpose of the Unit-Based Team (UBT) Toolkit is to supply job aids, tools and templates for unit-based team co-leads to use in leading their teams in performance improvement and learning. The toolkit has nine sections. This is the full toolkit; individual sections are also available.

Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
138 pages, 8.5" x 11"

Intended audience:
Unit-based team members and co-leads, frontline managers, workers and physicians

Best used: 
To help UBT co-leads learn how to engage their team in performance improvement. Includes topics on communication, coaching and working with your sponsor.

Released
Tracking (editors)
Obsolete (webmaster)
other
PDF
lmpartnership.org
not migrated

UBT Developmental Support Plan

Submitted by kevino on Sat, 06/12/2010 - 13:41
Tool Type
Checklists
Format
DOC
Keywords
sponsor
process
actions
planning
check list
faciliator
Topics
Performance Improvement
Role
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
worksheet_ubt developmental support plan

Facilitators can use this worksheet/checklist to help assess how effectively they are using the three behavioral "levers" in supporting a team on the path to high performance.

Non-LMP
Tool landing page copy (reporters)
UBT Developmental Support Plan

Format:
Doc

Size:
8.5" x 11" 

Intended audience:
UBT co-leads

Best used:
Use this form when you need to evaluate the support given to you by a consultant or advisor.

Released
Tracking (editors)
Obsolete (webmaster)
tips (checklist, etc.)
DOC
lmpartnership.org
not migrated

UBT Support Evaluation Form

Submitted by kevino on Sat, 06/12/2010 - 13:29
Tool Type
Checklists
Format
DOC
Keywords
checklist
process
results
evaluate
people
readiness
Topics
Performance Improvement
Role
Frontline Managers
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
UBT Support Evaluation Form

A form designed to help determine the level of effectiveness that your sponsors are providing your team.

Non-LMP
Tool landing page copy (reporters)
UBT Support Evaluation Form

Format:
DOC

Size:
2 pages, 8.5" x 11"

Intended audience:
Frontline managers; UBT sponsors and co-leads

Best used:
This form is designed to help determine the level of effectiveness that your sponsors are providing your team.

Released
Tracking (editors)
Obsolete (webmaster)
tips (checklist, etc.)
DOC
lmpartnership.org
not migrated

Coaching Co-Leads on Using Metrics

Submitted by Kristi on Mon, 05/31/2010 - 21:33
Tool Type
Tip Sheets
Format
PDF
Running Your Team
Metrics
Keywords
measure
Topics
Performance Improvement
Role
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
checklist_coaching co-leads on using metrics

Sponsors can use this list of questions to help co-leads focus their thoughts on what they should measure or what metrics are available to help them track performance.

Jennifer Gladwell
Tool landing page copy (reporters)
Coaching Co-Leads on Using Metrics

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors

Best used: 
Sponsors can help co-leads learn about measurements and metrics to gain and use data.

 

Released
Tracking (editors)
Obsolete (webmaster)
tips (checklist, etc.)
PDF
lmpartnership.org
not migrated

Tip Sheet: A-HEART Service Recovery

Submitted by Kristi on Mon, 05/31/2010 - 21:33
Tool Type
Tip Sheets
Format
PDF
Running Your Team
Performance improvement
Keywords
performance
mnemonic
patient
member
Topics
Service
Role
Frontline Managers
Frontline Workers
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
ED-2078

This tip sheet guides you through the important steps in performing service recovery, using the "A-HEART" mnemonic, when a member/patient expresses a problem or concern.

Non-LMP
Laureen Lazarovici
Tool landing page copy (reporters)
Tip Sheet: A-HEART Service Recovery

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
Frontline managers, UBT sponsors and UBT co-leads

Best Used:
This tip sheet guides you through the important steps in performing service recovery, using the "A-HEART" mnemonic, when a member/patient expresses a problem or concern.

Released
Tracking (editors)
Obsolete (webmaster)
tips (checklist, etc.)
PDF
lmpartnership.org
not migrated

What to Do When a Team Is Stuck

Submitted by Kristi on Mon, 05/31/2010 - 21:33
Tool Type
Tip Sheets
Format
PDF
Topics
Communication
Performance Improvement
Role
UBT Consultants & UPRs
UBT Co-Leads
UBT Sponsors
chart_unstick team meetings

This chart provides a variety of suggestions to jumpstart a team when they get stuck in "process" mode, are picking unrealistic goals or can't find a solution to a problem.

Non-LMP
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline managers, physicians and unit-based co-leads

Best used:
In meetings or as a handout to help teams move past process and get creative to solve problems. 

Released
Tracking (editors)
Obsolete (webmaster)
tips (checklist, etc.)
PDF
lmpartnership.org
not migrated

Steps to Build an Agreement

Submitted by Kristi on Mon, 05/31/2010 - 20:14
Tool Type
Checklists
Format
PDF
Keywords
co-leads
agreement
building
Topics
LMP Processes
Performance Improvement
Role
Frontline Managers
UBT Co-Leads
Taxonomy upgrade extras
lmpartnership.org
table_steps to build an agreement

Building agreement is a critical leadership function. This table suggests techniques you can use when you are facilitating a meeting with your co-leads or UBT and want to create an agreement.

Non-LMP
Tool landing page copy (reporters)
Steps to Build an Agreement

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Co-leads

Best used:
Building agreement is a critical leadership function. This table suggests techniques you can use when you are facilitating a meeting with your co-leads or UBT and want to create an agreement.

Released
Tracking (editors)
Classification (webmaster)
Unit-based Teams
Obsolete (webmaster)
tips (checklist, etc.)
PDF
lmpartnership.org
not migrated

UBT Success Factors

Submitted by Kristi on Mon, 05/31/2010 - 20:14
Tool Type
Tip Sheets
Format
PDF
Running Your Team
Performance improvement
Keywords
performance
success
factors
critical skills
Topics
Culture
Performance Improvement
Role
Frontline Managers
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
UBT Success Factors

For sponsors and leaders, this table summarizes factors that are essential for successful UBTs.

Non-LMP
Tool landing page copy (reporters)
UBT Success Factors

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline managers; UBT sponsors and co-leads

Best used:
This table offers key tips and summarizes factors that are essential for successful UBTs.

Released
Tracking (editors)
Classification (webmaster)
Unit-based Teams
Obsolete (webmaster)
PDF
lmpartnership.org
not migrated

Sponsor and Leader Behaviors: Traditional vs. Transformative

Submitted by Kristi on Sat, 05/29/2010 - 19:25
Tool Type
Checklists
Format
PDF
Keywords
transform
transformative
behaviors
model
Topics
Culture
Performance Improvement
Role
UBT Co-Leads
UBT Sponsors
Taxonomy upgrade extras
lmpartnership.org
chart_sponsor behaviors_old and new

This chart lays out for sponsors and leaders the difference between new, transformative mindsets that help create a team-based approach to member/patient care and traditional hierarchical thinking.

Non-LMP
Tool landing page copy (reporters)
Sponsor and Leader Behaviors: Traditional vs. Transformative

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
UBT sponsors and leaders

Best used:
This chart lays out for sponsors and leaders the difference between new, transformative mindsets that help create a team-based approach to member/patient care and traditional hierarchical thinking.

Released
Tracking (editors)
Classification (webmaster)
Unit-based Teams
Obsolete (webmaster)
PDF
lmpartnership.org
not migrated
Subscribe to UBT Co-Leads