Process

How-To Guide: Have Great Meetings

Well-run meetings keep members of unit-based teams connected. Employees, managers and physicians can share information and solve problems face to face.


Poorly planned or badly run meetings, on the other hand, waste participants' time and lead to frustration and cynicism.

 

This guide will help you plan and conduct meetings that build teamwork and help your UBT make improvements that benefit our members and patients. 

 

Creating a Process Map

Submitted by Beverly White on Tue, 01/07/2014 - 10:33
Tool Type
Format
Running Your Team
Keywords
hank38_processmap

This two-page process map tool will help your UBT identify all the steps in its workflow.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
Two pages, 8.5" x 11"

Intended audience:
UBT sponsors, consultants and co-leads

Best used:
This walkthrough will help your UBT understand a process map and use it identify all the steps in its workflow.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

UBT Meeting Report-Out

Submitted by Paul Cohen on Wed, 10/19/2011 - 16:59
Format
Running Your Team
Keywords
Topics
Taxonomy upgrade extras
tips_UBT MeetingReport Form.pdf

One-page worksheet to help members of representative UBTs communicate with other team members.

Non-LMP
Tool landing page copy (reporters)
Meeting Report-Out

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and members or representative unit-based teams

Best used:
This template can help you keep team members informed of issues addressed at UBT meetings and collect feedback from those not present.

Released
Tracking (editors)
Classification (webmaster)
DOC
Obsolete (webmaster)
not migrated

UBT Kickoff Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 11:11
Tool Type
Format
Topics
Content Section

This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda.

Non-LMP
Tyra Ferlatte
For Team Process 1
Tool landing page copy (reporters)
UBT Kickoff Meeting key agenda elements

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda. Use when starting a new UBT and preparing for your first meeting.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

On-Boarding New Manager Co-Leads

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 11:49
Tool Type
Format
Content Section

This tool will accelerate the process of building a working relationship between a new management leader, the union co-lead and the rest of the team.

Jennifer Gladwell
Tyra Ferlatte
For Leadership 1-5
Tool landing page copy (reporters)
On-Boarding New Manager Co-leads

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when a new management co-lead joins the team to accelerate the process of building a working relationship.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Checklist: Starting a UBT

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/13/2011 - 15:32
Tool Type
Format
Content Section

This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful.

Non-LMP
Tyra Ferlatte
For Leadership 1-2, Team Process 1, Use of Tools 1
Tool landing page copy (reporters)
Checklist: Starting a UBT

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
Co-leads

Best used:
This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful. Use when starting a new UBT to help form the new team. Review this checklist before you begin working with your team.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Developing Agreements With Key Partners

Submitted by Vaughn.R.Zeitzwolfe on Fri, 07/01/2011 - 15:29
Tool Type
Format
Content Section

This tool helps you establish a relationship with your key partners, co-sponsors and/or stakeholders.

Non-LMP
Tyra Ferlatte
For Team Process 1-5, Sponsorship 1-2, Leadership 1-2
Tool landing page copy (reporters)
Developing Agreements With Key Partners

Format:
Word document

Size: 
8.5" x 11" 

Intended audience:
UBT co-leads and sponsors

Best used:
Use this tool when you want to create a strong foundation with your key partners, co-sponsors and/or stakeholders to work together to improve organizational performance.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Making Decisions in Partnership

Submitted by Kristi on Mon, 05/31/2010 - 21:33
Tool Type
Format
Topics
Taxonomy upgrade extras
tips_guidelines for making decisions in partnership

Eight factors to consider when making decisions jointly.

Non-LMP
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline managers, workers and physicians

Best used: 
Follow these tips to work together in partnership on decisions.

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

Steps to Build an Agreement

Submitted by Kristi on Mon, 05/31/2010 - 20:14
Tool Type
Format
Taxonomy upgrade extras
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