Goals and Performance

Goals and Performance, Level 5 tyra.l.ferlatte Wed, 10/26/2016 - 10:57
Goals and Performance, Levels 3 and 4 tyra.l.ferlatte Wed, 10/26/2016 - 10:55
Goals and Performance, Levels 1 and 2 tyra.l.ferlatte Wed, 10/26/2016 - 10:54

Goals and Performance

UBTs use the Value Compass, which puts the member at the center of every decision, to focus the team’s performance improvement projects on achieving the highest quality, the best service, the most affordable care and the best place to work. UBT goals and improvement work should also be aligned with the priorities of the facility and region where the team is located.

Free to Speak Zone Poster

Submitted by Kellie Applen on Tue, 05/10/2016 - 16:48
Tool Type
Format
Running Your Team
Keywords
Content Section
poster_free_to_speak_zone_poster

Designate your work area a Free to Speak zone so that staff members feel free to share ideas and concerns.

Non-LMP
Non-LMP
Tool landing page copy (reporters)
Free to Speak Zone Poster

Format:
PDF 

Size:
8.5" x 11"

Intended audience:
Frontline physicians and managers

Best used:
Post on bulletin boards in staff areas to designate your work area a Free to Speak Zone. This poster also lists some good ground rules for making discussions productive.

 

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Frontline Leadership
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PDF
lmpartnership.org
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How to Climb the Path to High Performance

Submitted by Paul Cohen on Mon, 09/08/2014 - 16:47
Request Number
_sty_road to high performance.pc
Long Teaser

Unit-based teams that reach the top levels of the Path to Performance get better results for KP members, patients--and workers. This team reveals how they got to high performance and stay there.

Communicator (reporters)
Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
Photos & Artwork (reporters)
Members of the Perioperative team at Ontario Medical Center say performance improvement keeps them sharp.
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Effective Team Practices

Successively proceeding along the Path to Performance is truly a team effort. But how do you get everyone involved?

Use these tips and tools from high-performing teams and reach Level 5.

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How to Climb the Path to High Performance
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Helping workers, KP, members and patients
Story body part 1

Kaiser Permanente and the Coalition of Kaiser Permanente Unions set an ambitious goal in the 2012 National Agreement: to have 75 percent of all unit-based teams achieve high performance by year-end 2014—for good reason. As teams develop, they deliver better, more affordable care and a better work experience.

There’s work to be done. More than 60 percent of teams in Georgia, Hawaii and the Northwest are meeting the goal, but overall, just 52 percent of KP’s 3,500 UBTs program-wide were rated high performing as of June 30.

The good news is that nearly 1,800 teams across KP have hit their mark, built performance improvement into their everyday work, and are showing other teams how to do the same.

Modeling the way

The Perioperative UBT at Ontario Medical Center in Southern California is one of those teams.

“It’s about having everyone involved and engaged,” says Michelle Tolentino, RN, one of the Perioperative UBT’s union co-leads and a member of UNAC/UHCP. “We attended UBT training together, got results on our first project (safely reducing patient stay times) and kept rolling.”

The 11-member representative team, which covers more than 60 nurses, surgical techs, medical assistants and others, reached Level 5 on the five-point Path to Performance soon after forming in 2012. Like many other teams in the region, it saw its rating drop in 2013 after a labor dispute led union members to suspend their UBT involvement. When the issue was resolved, the team regrouped and quickly regained its Level 5 rating.

The secret sauce

The team does a few key things right that helped it achieve and now maintain its high performance. Those can be modeled by other teams aspiring to Levels 4 and 5 status:

  • Performance improvement tools: “Using our performance improvement tools—process mappings; run charts; plan, do, study, act cycles—keeps us all sharp,” says Mary Rodriguez, assistant clinical director and UBT co-lead. “That’s been key for us: understand the process and use the tools.”
  • Constant tests of change: The Perioperative team now has seven active tests of change, most focusing on improving affordability and workflow efficiency. “Our projects often build off of other projects,” says Rodriquez. For instance, a recently completed project helped reduce turnaround time in the OR from 28 minutes to 20 minutes in three months. In a parallel project, the number of patients receiving medication at least 30 minutes before surgery—the ideal time for most patients—increased from 70 percent to 85 percent. Such projects draw on the whole team’s skills and perspectives, she says.
  • Physician involvement: Shawn Winnick, MD, an anesthesiologist, assistant clinical director and UBT member, points to another key to success: “Physician presence on a (clinical) UBT is extremely important,” he says. “It brings a different perspective to projects.”

Calling UBTs “the single most powerful vehicle we have at KP to empower employees and lead change,” he notes that physician leaders at the medical center have supported UBT development and helped overcome barriers.

“Staff and physicians need to have the time to consistently make it to UBT meetings,” he says. “Even if it means bringing in someone to cover part of a shift, that is more than paid back by the cost savings and organizational benefits that come out of UBTs.”

The benefits accrue to the workforce as well as patients.

“We have a say in our work process,” says Robert Kapadia, a certified registered nurse anesthetist and member of KPNAA. “I come to the table as an equal partner and advocate for others on the team, and for our patients. Our UBT is a way to solve problems and move forward, not just complain.”

Dr. Winnick adds: “There’s not a single member of our team who hasn’t contributed an idea or helped make us better. That’s a measure of a performance. We all have different skills and perspectives, and we bring all of that to our team.”

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How to Prioritize Team Goals

Submitted by Paul Cohen on Fri, 09/16/2011 - 16:32
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Request Number
sty_prioritization matrix.doc
Long Teaser

A unit-based team consultant explains a simple tool used to help teams set priorities.

Communicator (reporters)
Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
Notes (as needed)
Companion piece to a one-page ppt form
GET ART FROM GUMPERT FRESNO SHOOT
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What's your top priority?

UBT consultants, UBT co-leads and members can use this simple matrix to set performance improvement goals for the year. 

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Story content (editors)
Headline (for informational purposes only)
How to prioritize team goals
Deck
Tool helps teams rank projects for most impact
Story body part 1

Successful unit-based teams take on multiple goals on the Value Compass, get results and move on. But focusing on the right goals—and not getting lost in the process—can be a challenge. Fresno Medical Center, which reports the highest percentage of high-performing UBTs in all of Kaiser Permanente, has developed tools to help teams set priorities. The prioritization matrix, a tool used in performance improvement, is part of a four-step process.

•   Step 1: Identify improvement opportunities with the team. Develop ideas with the help of the team sponsors or UBT consultants, and pay special attention to your Performance Sharing Program (PSP) goals.

•   Step 2: Use the Project Prioritization Matrix to determine project priority.

•   Step 3: Enter project data into UBT Tracker.

•   Step 4: Share project information with the UBT consultant or union partnership representative, who can connect the team with other resources, including “affinity groups” working on similar goals.

“It’s a very simple process that helps teams focus and know why they’re doing what they’re doing,” says Fresno’s Navneet Maan, a UBT consultant.  

“Teams can work through this process during their regular meetings,” she adds. “The project selection becomes a more transparent process, and the tool helps align their work with regional goals that will make a difference to members and patients.”

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3 RIM Questions for Success Vaughn.R.Zeitzwolfe Wed, 08/03/2011 - 16:05
not migrated
RIM helps members identify their improvement work goals.
Tool Type
Format
Content Section

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.

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
Released
Cartoon: Driving Performance tyra.l.ferlatte Wed, 01/05/2011 - 15:23
other
hank
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All in a Day's Work: Driving Performance
Tool Type
Format
Taxonomy upgrade extras

Format:
PDF (color or black and white)

Size:
5" x 5" 

Intended audience:
Anyone with a sense of humor

Best used:
Download and post this cartoon on bulletin boards, your cubicle or in emails. 
What is your team's ability to work together and improve performance?

 

other_cartoon_hank_summer 2010

 View this cartoon and be reminded: How does your team's ability to work together and improve performance compare with other teams?

Tyra Ferlatte
Tyra Ferlatte
Released

A UBT Sponsor Explains How to Support Change

Submitted by Shawn Masten on Mon, 11/29/2010 - 16:38
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sty_sj_priyasmith
Long Teaser

San Jose sponsor says helping teams see the bigger picture and overcome obstacles are key.

Communicator (reporters)
Non-LMP
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Photo attached
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Priya Smith, Assistant Medical Group Administrator, San Jose Medical Center
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A UBT sponsor explains how to support change
Deck
Removing barriers and providing perspective are key
Story body part 1

When you get to the leadership level it’s easy to become disconnected and to forget that where the rubber meets the road is at the front line. Sponsoring a unit-based team helps me stay connected—and that helps me be a better manager.

Staying connected

As a sponsor for the Medical Secretaries and Scanning Center, I help the teams see where they fit in the bigger picture—and they help me see the challenges that teams face every day.

I check in with the teams and their co-leaders regularly, make sure they’re accomplishing their goals and doing work that meets regional and national goals. They have their own ideas for improving department operations and doing their own small tests of change. I help them think strategically about how they can impact the region and Kaiser Permanente as a whole.  

There will always be the manager-employee relationship, but when you walk into a UBT meeting, you leave the hierarchy at the door. To build credibility, everyone on the UBT must have an equal voice at the table. I believe in the partnership and, yes, there are a few times when a manager shoulders the responsibility and has to make decisions about regulatory compliance issues, regional strategic direction and planning, scope of practice discussions about licensures and policies, and personnel management. But there are a lot of other decisions that staff can be a part of making in a group setting, and getting buy-in from the folks who do the work makes all the difference in the world.

Removing obstacles

Because I’m in a leadership role, it is important that I help the teams overcome barriers. If they need help understanding a goal, metric or budget, I can gather the information and package it in a way that is most helpful to the team.  When I started working with these teams in 2007, they were already doing good work despite some major obstacles. The chartroom transitioned to the scanning center, and the medical secretaries had a lot of manager and staff turnover, and had difficulty meeting performance metrics. Now both teams are high functioning. They have accomplished so much in the last two years.

So to other sponsors I say, don’t be afraid to jump in. It’s so rewarding to see your teams grow. If we are going to improve performance, we’ll need engagement at all levels of the organization, and the UBT process allows that to happen.

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Northern California
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lmpartnership.org
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