UBT Co-Leads

Want to take your team to the next level? Make good things happen for yourself, your co-workers and your members and patients? Collaboration is one of the four critical skills needed to meet future challenges with ease. Use these 12 team-building tips to make every month count in 2018.

1. Par-tay

Celebrate your team’s successes and acknowledge — even celebrate — failures. Failures are great opportunities for learning if you focus on where the process (not the person) needs improvement. After each test of change, recognize and reward contributing team members at huddles and meetings. Use small wins to keep the momentum going.

2. In and out

Help employees track their sick days and time off by printing out and distributing our colorful, always popular attendance calendar.

3. Follow the money

Learn your department’s budget as a team and get everyone’s ideas on how to reduce costs. Sign up for a business literacy training. 

4. Track it in tracker

Document your team’s work regularly, accurately and concisely in UBT Tracker. It will let others see and learn from your team’s accomplishments.

5. Stop the line

Ask for help or call a stop to the work when you see an imminent danger or need help to safely complete a task. Then look for system improvements and root causes of problems — ask not just what happened, but why.

6. Grow leaders

Rotate responsibilities for leading meetings and managing improvement projects among all team members. This will build your team’s skills and strengths.

7. Two words

Huddle daily. It works. Watch the video “Huddle Power” and use the tools there to get you started huddling with your team.

8. Clean up your act

Become supply savvy. Make a full assessment of supplies — track inventory, tidy up storage areas and streamline ordering. Simple changes can save thousands of dollars. Download our 6S tool to make this work a snap. 

9. Take a (waste) walk on the wild side

Perform a waste walk. Impartially observe a work area or work process to identify waste or inefficiency. Get walking with our online Waste Walk toolkit. 

10. Save a tree

Go paperless. Don’t print out agendas and documents. Send them out via email or use a projector instead.

11. Get online

Help patients sign up on kp.org. Remind them they can securely view their medical records and most lab results, email their doctors, schedule appointments and refill prescriptions online. Bonus tip: Encourage tech-savvy members to download the kp.org app so they can access these features on their phones. Check out how one team got 90 percent of its patients signed up.

12. Spread and borrow

Did something work for your team? Spread the word to others. Need inspiration for your next improvement project? Look for other teams that have succeeded. Work with your UBT consultant or union partnership representative to spread your successes. Visit our Team-Tested Practices section to get ideas you can try with your team!

Course description

Team Leadership for Co-leads is designed to bring labor, management and physician co-leads together to facilitate conversations about the performance of their unit-based teams. The co-leads receive information about high-performing unit-based teams at Kaiser Permanente and then review a 360 feedback tool to use with their teams after the course. Participants will learn a basic coaching model and practice role playing UBT coaching scenarios. Participants also will learn the fundamentals of how people adapt to change, review a change management model for leaders, and make agreements on how to manage change in their role with their unit-based teams. In addition, participants will learn the fundamentals of Emotional Intelligence and how to use “EQ” when leading change.

Path to Performance

Level 3, 4, 5

Duration

8 hours

Who should attend

This course is intended for participants who are experienced co-leads of unit-based teams. Job categories who should attend union, management and physician co-leads.

Course requirements

• Labor Management Partnership Orientation (LMPO)
• Co-Lead Workshop
• Labor and management co-leads attend the training together

Course description

Participants will learn core facilitation practices and will practice these skills and receive feedback from instructors. The participants will determine how facilitation skills are used when leading a UBT.

Path to Performance

Level 3, 4, 5 

Duration

2 days

Who should attend

This course is intended for anyone facilitating unit-based teams. Job categories who should attend include physician, management, labor, unit-based team consultants and union partnership representatives.

Course requirements

None

Course description

The Co-lead workshop exposes co-leads to the skills and knowledge needed to make unit-based teams work together effectively. The skills the co-lead learns are discussed and agreements are made regarding implementation as he/she returns to the unit-based team.

Path to Performance

Levels 2, 3

Duration

Two 4-hour modules (8 hours total)

Who should attend

This course is the first of two workshops intended specifically for all labor, management or physician unit-based team co-leads. The workshop builds on previous LMP orientation training co-leads may have attended. Following this course, co-leads are encouraged to attend the advanced course titled: Team Leadership for Co-leads: Leading Your Team to the Next Level. 

Course requirements

• Labor Management Partnership Orientation
• Labor and management co-leads attend the training together

Requires basic knowledge of:

• Consensus Decision Making (CDM)
• Interest-Based Problem Solving (IBPS)

Course description

Interest-Based Problem Solving offers labor management partners a method to solve problems using a non-adversarial process. This training program provides guidance in the four-step interest-based problem-solving process, along with a simulation exercise that gives participants an opportunity to practice the process.

Path to Performance

Levels 1, 2 

Duration

• 4 hours (classroom)
• 30 minutes (online)

Who should attend

People engaged in problem solving at the unit-based team level up to regional Labor Management Partnership committees should attend this training, along with any union and management staff members working on issue resolution and corrective action. Job categories who can take this class are labor, management and physician members of a unit-based team, Labor Management Partnership and unit-based team consultants, improvement advisers and Union Partnership Representatives.

Course description

This course shows how to use consensus decision making in the partnership and unit-based team environment and explains the critical elements in a consensus decision.

Path to Performance

Level 1, 2

Duration

• 90 minutes (classroom)
• 30 minutes (online)

Who should attend

Anyone seeking a basic understanding of consensus and how the consensus decision-making process works. This includes labor, management and physician members of a unit-based team, Labor Management Partnership and unit-based team consultants, improvement advisors and Union Partnership Representatives.

Course requirements

Labor Management Partnership Orientation (LMPO)