Path to Performance

Five Tips to Help Teams Achieve Their Goals

Submitted by Shawn Masten on Tue, 11/16/2010 - 16:42
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Senior Orange County executive shares keys to success

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Julie Miller-Phipps, Senior Vice President Executive Director, Kaiser Permanente Orange County
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Affecting change through unit-based teams
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Senior Orange County executive share keys to success
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I have worked at Kaiser Permanente for 33 years, starting as a distribution worker in materials management. Being on the front lines helped me better understand the challenges staff face—and helped me, in my current role, see what it takes to spread and sustain change in a complex organization.

When we launched our first unit-based teams in 2007, I knew they could give our managers and teams a powerful tool for change. But to achieve their full potential, UBTs need the support of leaders at every level. In working with UBTs every day, I have found five practices that can help teams achieve their goals, and have helped me be a more effective leader.

Have patience

I’m not a patient person by nature, and it took a visit to the world-class health care system in Jonkoping, Sweden, for me to see that it takes patience to sustain meaningful change. When you’re solving problems in a team-based workplace, real systemic change takes time. But it also takes hold deeper into the organization.

Really see the work

Spend time with a UBT, or hear teams present their test of change, to understand what they’re working on and how you can support them. There’s no way you can feel the excitement and energy from the team members and not feel proud and motivated by their work.

Spread good work

In Orange County—which has two large hospitals, in Irvine and Anaheim—we expect all teams to continually test and then spread their ideas and successful practices. We call it “One OC” and we talk about it all the time. You’re never going to achieve greatness globally if you don’t spread good work locally.

Provide tools

Early on we formed an Integrated Leaders group of senior labor and management leaders who meet monthly to monitor and assist our 107 UBTs. If a team is struggling, the IL group doesn’t descend on them and try to fix the problem. We provide tools and resources that help the team work through a problem and get results. For instance, we put together a UBT Start-up Toolkit with information on everything from setting up teams to finding training. We’re also looking at toolkits on fishbone diagramming, conducting small tests of change and providing rewards and recognition. And we’re asking how to make it easier for teams to access resources quickly—for instance by identifying go-to people for questions on budgeting, patient satisfaction metrics and so on.

Then, get out of the way

 I have a saying: “Hire great people, give them the coaching and mentoring they need, then get the heck out of their way and let them do what they were hired to do.” I think that works at all levels of the organization, whether or not people are your direct hires. You don’t tell people to make a change or streamline a process without any encouragement or support, but you don’t need to micromanage them either. Delivering great health care is not just a job. It is a calling. Whether you’re a housekeeper preventing infection or a surgeon treating cancer, people’s lives are in our hands. That shared mission drives us to be the best.

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UBT Tracker

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. 

 

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Tyra Ferlatte
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Long Teaser

The UBT Tracker is a web-based tool that helps teams and the people who support teams collect and report data related to performance improvement.

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Finding Your Way With UBT Tracker
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Log on to UBT Tracker: Go to HRconnect and sign on. After you have entered your NUID and password, navigate to Performance > Optimize Team Performance > UBT Tracker.

Alternatively, navigate to Work @ KP > Labor & LMP > UBT Tracker. 

These tools will help you find and enter information in UBT Tracker: 

UBT Tracker User Guide

Submitted by anjetta.thackeray on Tue, 07/13/2010 - 17:32
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other_UBT Tracker user guide

This step-by-step guide shows users how to use UBT Tracker, an online tool for tracking team performance, recording tests of change and more.

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Tyra Ferlatte
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UBT Tracker User Guide

Format:
PDF

Size:
57 pages; 8.5"  x 11"

Intended audience:
Unit-based teams and UBT and performance improvement consultants and facilitators

Best used: 
Download and print the guide to use in team huddles and meetings, or at consultant and facilitator coaching sessions. This booklet provides detailed instructions on using UBT Tracker.

You may also be interested in: 
Five tip sheets that cover the basics on how to use UBT Tracker and get the most out of it.

 

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What Is the Path to Performance?

The Path to Performance provides a consistent way for teams to understand where they are in the developmental process—and what they need to do to move to the next level. It sets standards in seven dimensions of performance: sponsorship, leadership, training, team process, team member engagement, use of tools, and goals and performance.  Teams must meet all the criteria of each dimension at each level before they can move to the next level.

As teams become high performing, they tend to have better attendance, fewer workplace injuries and better service scores and quality outcomes.

A Level 1 team is building a foundation for effectiveness by identifying leaders and sponsors.

A Level 2 team is establishing structures to engage all team members and learning techniques of performance improvement.

A Level 3 team is demonstrating progress on team engagement and is initiating projects to improve performance.

A Level 4 team displays high engagement from all team members and has completed a number of successful improvement projects.

A Level 5 team uses sophisticated performance improvement tools and is achieving multiple targets across all four points of the Value Compass.

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Non-LMP
Editor
Tyra Ferlatte
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Long Teaser

The Labor Management Partnership has developed a five-step Path to Performance to help teams measure their progress and excel. Find out more about how your team can become more high performing.

Highlighted Stories and Tools
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Path to Performance Tool
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Share this poster version of the Path to Performance with your UBT, so team members can familiarize themselves with what's expected at each level of team development. 

The poster comes in two sizes, 8.5" x 11" and 11" x 17". One version is interactive, with checkboxes to mark off as your team progresses through the levels. 

Topics

PDF: Presentation Tips

Submitted by Kristi on Sun, 06/20/2010 - 19:07
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Running Your Team
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Presentation tips

This tool offers 16 tips for giving effective, engaging presentations.

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Presentation Tips

Format:
PDF

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8.5" x 11"

Intended audience:
Frontline employees, managers and physicians

Best used:
Find inspiration in these tips for effective, engaging presentations to make yours even better.

 

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Unit-Based Team Toolkit: Working With Sponsors

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Unit-Based Team Toolkit - Section 8

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 Section 8.

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Format:
PDF and Word DOC

Size:
Four pages, 8.5" x 11"

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

Best used: 
To understand the role of sponsors, who engage frontline employees and provide a model for collaboration.

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Unit-Based Team Toolkit: Coaching

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Unit-Based Team Toolkit - Section 6

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 Section 6.

Tyra Ferlatte
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Format:
PDF and Word DOC

Size:
Six pages, 8.5" x 11"

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

Best used: 
To gain insight into celebrating accomplishments and inspiring your team.

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Unit-Based Team Toolkit: Improving Performance

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Unit-Based Team Toolkit - Section 4

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 Section 4.

Tyra Ferlatte
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Format:
PDF and Word DOC

Size:
32 pages, 8.5" x 11"

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

Best used: 
Learn how to get your team to collaborate, meet their goals and complete the Rapid Improvement Process (RIM).

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Unit-Based Team Toolkit: Leading Meetings

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Unit-Based Team Toolkit - Section 3

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 Section 3.

Tyra Ferlatte
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Format:
PDF and Word DOC

Size:
18 pages, 8.5" x 11"

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

Best used: 
Learn how to run a proper meeting by setting an agenda, taking notes and planning action items.

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Unit-Based Team Toolkit: Starting a UBT

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Keywords
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Unit-Based Team Toolkit - Section 2

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 Section 2.

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Format:
PDF and Word DOC

Size:
28 pages, 8.5" x 11"

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

Best used: 
Learn how to set up your UBT, arrange a kickoff meeting and create the vision.

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