Five Tips to Help Teams Achieve Their Goals
Senior Orange County executive shares keys to success
San Jose sponsor says helping teams see the bigger picture and overcome obstacles are key.
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.
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.
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.
Senior Orange County executive shares keys to success
Format:
PDF and Word DOC
Size:
8.5” x 11”
Intended audience:
Captains of turn teams
Best used:
Use this checklist when turning a patient to ensure the procedure is done safely and the chance of injury is minimized.
Checklist used by turn team captains in San Diego's 2 North/South Med-Surg units when the team turns or lifts a patient, to ensure the procedure is done safely and the chance of injury is minimized.
Format:
PDF and Word DOC
Size:
8.5" x 11"
Intended audience:
Safety observers.
Best used: This checklist can heighten awareness and use of safe patient-handling procedures. Used by San Diego's 2 North-South Medical-Surgical teams in conducting safety observations while the team turns or lifts a patient. (The PDF prints two copies of the checklist, so if, for example, you want 10 copies, print the document 5 times.)
Checklist used by San Diego's 2 North-South Medical-Surgical teams to help conduct safety observations while the team turns or lifts a patient.
This poster reveals how an Ophthalmology team went nearly one year without a workplace injury.
This eight-page summary of the 2010 National Agreement focuses on several key areas including:
You can also download the full 2010 National Agreement.
A summary of the 2010 National Agreement, including the economic highlights and new provisions in four key areas: performance improvement, the Labor Management Partnership, attendance and workforce development.
Medical Assistant Kris Gardner shares a patient interaction tip.
Use this poster to track and show off what your team is working on.
By organizing a healthy eating club, UBT co-leads at the optometry department at the South Bay Medical Center in Southern California build team pride and a healthy work force.
Managers newly charged with co-leading unit-based teams sometimes need to build team cohesion before diving into the nitty-gritty of setting goals and improving performance.
Brenda Johnson, optical site supervisor at the South Bay Medical Center in Southern California, has found a way to do just that—and improve her staff’s eating habits at the same time.
Inspired by a presentation at a regional leadership conference hosted by Jeffrey Weisz, MD, executive medical director of the Southern California Permanente Medical Group, she launched a healthy eating club in her department. Every week, staffers chip in $12 each—and get four healthy, fresh-cooked meals in return.
At the early spring meeting, Dr. Weisz discussed Kaiser Permanente’s Healthy Workforce initiative and distributed a booklet listing the calorie count of hundreds of food items.
“I looked at the book, and I thought, ‘Oh, my goodness,’” said Johnson, shocked at the number of calories in some of her favorite foods.
“I looked around at my employees,” she said. “Some have health issues. Some drink sodas by the 32-ounce cup every day.” The medical center is ringed by mini-malls with fast food restaurants. “We’ve been eating the same stuff for years,” she said. “The only question was who’s going to go pick it up.”
Gil Menendez admits he was one of the 32-ounce-cup soda drinkers—a habit he gave up when he joined the club. Menendez, an optical dispenser, SEIU UHW member and labor co-lead of the UBT, was so motivated by the changes in his lunchtime habits that he also began a strict diet and exercise routine. He’s lost 20 pounds.
Johnson cautions that the healthy eating club isn’t a diet club. She picks recipes out of a pamphlet produced by the California Department of Public Health, Champions for Change, and prepares the ingredients at home. Others sometimes prepare recipes from their families and cultures. She combines ingredients in the morning, steams them in a slow cooker the staff keeps at work, and a meal is ready by lunchtime.
“I have to cook for my family anyway,” says Johnson. At home, “We’ve changed our habits because of high blood pressure. I prepare this food with love because I’m preparing it for both of my families: my family at home and my family at work.”
About 15 to 20 people participate in the club each week, up from 10 when it first began in May 2010. In addition to its health benefits, the club has helped her department be more productive and collegial, says Johnson.
“It’s going strong,” adds Mendez. “It brings us together.”
UBT Tracker is a web-based tool to collect and report data about unit-based teams.
Each UBT creates a record to track its membership, assign key team roles and describe its projects and tests of change.
Unit-based team members can search the database to find out what other teams in similar departments are doing and learn about projects that address a particular performance measure.
Sponsors and leaders use the information from UBT Tracker to understand what teams are working on and how UBTs contribute to the organization’s goals.
Use of UBT Tracker is required. Teams are rated on their progress on the Path to Performance in part by the data they enter in Tracker.