Roles

Pre-Summit Survey Questions, UBT Sponsor Summit

Submitted by tyra.l.ferlatte on Tue, 11/28/2017 - 18:09
Tool Type
Format
Keywords
Topics
ED-1274

Use these questions to send out an electronic survey ahead of your summit, finding out what your audience wants and needs. 

Tyra Ferlatte
Tyra Ferlatte
Tool landing page copy (reporters)

Format:
DOCX

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
Use these questions to send out an electronic survey ahead of your summit, finding out what your audience wants and needs. 

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Letterhead for a UBT Sponsor Summit tyra.l.ferlatte Tue, 11/28/2017 - 18:00
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Format
Keywords
Topics

Format:
DOCX

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
Use this template to create customized communications and other materials.

ED-1274

Use this template to create customized communications and other materials.

Tyra Ferlatte
Tyra Ferlatte
Developing
UBT Sponsor Summit PowerPoint Template tyra.l.ferlatte Tue, 11/28/2017 - 17:54
not migrated
Tool Type
Format
Keywords
Topics

Format:
PPT

Size:
3-slide deck 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit

Best used:
Speakers can use this deck for their presentations, sharing their successful practices in UBT sponsorship-related work.  

ED-1274

Speakers can use this deck for their presentations, sharing their successful practices in UBT sponsorship-related work.  

Tyra Ferlatte
Tyra Ferlatte
Developing
Eight-Hour UBT Sponsor Summit Agenda Template tyra.l.ferlatte Tue, 11/28/2017 - 17:44
not migrated
Format
Keywords
Topics

Format:
DOCX

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
This editable template, designed with the Growing UBT Sponsors theme, makes it easy to put together the agenda for your daylong summit. All the text can be edited; click on "Month XX, XXXX" to get started! 

ED-1274

This editable template, designed with the Growing UBT Sponsors theme, makes it easy to put together the agenda for your summit. 

Tyra Ferlatte
Tyra Ferlatte
Developing
Four-Hour UBT Sponsor Summit Agenda Template tyra.l.ferlatte Tue, 11/28/2017 - 17:36
not migrated
Format
Keywords
Topics

Format:
DOCX

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
This editable template, designed with the Growing UBT Sponsors theme, makes it easy to put together the agenda for your half-day summit. All the text can be edited; click on "Month XX, XXXX" to get started! 

ED-1274

This editable template, designed with the Growing UBT Sponsors theme, makes it easy to put together the agenda for your summit. 

Tyra Ferlatte
Tyra Ferlatte
Developing

Tip Sheet for Developing a UBT Sponsor Summit Agenda

Submitted by tyra.l.ferlatte on Tue, 11/28/2017 - 17:30
Tool Type
Format
Keywords
Topics
ED-1274

Use these ideas, including potential training topics, to plan your four- or eight-hour summit. 

Tyra Ferlatte
Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
Use this ideas to develop the agenda for your four- or eight-hour UBT sponsor summit. Includes a list of potential training topics. 

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Timeline for a UBT Sponsor Summit

Submitted by tyra.l.ferlatte on Tue, 11/28/2017 - 17:23
Tool Type
Format
Keywords
Topics
ED-1274

This six-month timeline will help keep the planning committee for a UBT sponsor summit on track. 

Tyra Ferlatte
Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
Rely on this six-month timeline to keep the planning committee for a UBT sponsor summit on track, with each category of tasks arrayed on overlapping bars. Print out and use this timeline when you begin planning your summit and throughout your preparations to keep you on track for a successful event. Use with the companion planning guide, which details individual tasks.  

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Planning Guide for a UBT Sponsor Summit

Submitted by tyra.l.ferlatte on Tue, 11/28/2017 - 17:02
Tool Type
Format
Keywords
ED-1274

A checklist that will help you prepare for a sponsor summit and ensure that it  goes off without a hitch. Includes space to write in due dates and names of staff assigned to each task.

Tyra Ferlatte
Tyra Ferlatte
Tool landing page copy (reporters)

Format:
PDF

Size:
3 pages, 8.5" x 11" 

Intended audience:
UBT sponsors, UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a sponsor summit 

Best used:
Download and review this detailed guide as the first step in planning a sponsor summit in your region or at your facility. Topics include assembling your committee, setting the date and location that will attract the most people to your event, using the voice of customer through pre- and post-summit surveys, and other key steps to ensure your summit goes off without a hitch. Includes space to write in due dates and names of staff assigned to each task.

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A Dose of Fun

Submitted by Laureen Lazarovici on Tue, 09/05/2017 - 15:38
Region
Keywords
Topics
Hank
Request Number
ED-1146
Long Teaser

Co-leads administering a dose of fun helps shake up a department that had low morale. 

Communicator (reporters)
Jennifer Gladwell
Editor (if known, reporters)
Tyra Ferlatte
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Highlighted stories and tools (reporters)
Keep Your Team Going Strong

Your team is tight. You plan, do, study and act with one hand tied behind your back. But sustaining success can be a challenge even for the best of teams. Keep your UBT going strong with these proven tools. 

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A Dose of Fun
Deck
Co-leads use laughter to help their team—and themselves
Story body part 1

When Terri Imbach, Family Practice manager at Mt. Scott Medical Office in the Northwest region, and labor co-lead Christina English, a licensed practical nurse and a member of SEIU Local 49, began to work together as UBT co-leads several years ago, they knew they needed to shake things up with the department’s unit-based team. 

The staff worked hard to meet the demanding needs of the fast-paced medical office, but morale wasn’t great—and team members weren’t taking ownership of improvement work. UBT meetings were poorly attended and often turned into complaining sessions.  

The co-leads’ first move was to go to UBT training classes together. That experience gave them an idea for their next move—which was to shake things up between the two of them by stepping away from work and getting to know each other outside the office. 

“Getting out of the work environment is a good way to get away from the stress of the department,” explains English. This mindset set the tone for how they would operate together and helped them sustain a good relationship over time.

The co-leads also adopted “fun” as part of their regular UBT agenda, and meetings now are attended by nearly 100 percent of the staff.  

“We think of fun ways to get to know each other in and out of the office, and we work to include fun elements in all of our meetings,” Imbach says. During the holidays, team members played relay games at their UBT meeting, and they participated in a fundraiser for a local youth organization that included playing basketball on donkeys. 

The creative energy of the co-leads has helped engage all 40 members of the Level 5 team, who are juggling more than a dozen quality projects. 

“Team members step up to take on projects now,” English says, “and there are friendly competitions to meet our goals.”

 

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Partnership: Just What the Doctor Ordered

Submitted by Laureen Lazarovici on Tue, 09/05/2017 - 14:54
Region
Keywords
Topics
Hank
Request Number
ED-1139
Long Teaser

This physician was skeptical about unit-based teams at first. But after seeing solid results in helping patients manage hypertension and diabetes, he's a believer and advocate. 

Communicator (reporters)
Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
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Partnership: Just What the Doctor Ordered
Deck
Georgia physician becomes an LMP advocate
Story body part 1

Emile Pinera, MD, a second-generation Kaiser Permanente employee, came to the company five years ago and immediately became co-lead of an adult medicine unit-based team in the Georgia region.

“I had the clinical part down,” says Pinera, who is now lead physician for diversity and inclusion in Georgia and an adviser on the region’s transgender task force. But being a co-lead and working in a UBT were unfamiliar. “I had to implement my medical knowledge in a team, as opposed to a top-down approach where the doctor tells everyone what to do.” 

He wasn’t convinced at first—but the partnership approach and physician participation helped elevate the team’s performance, and it posted some of the region’s highest quality scores for managing diabetes and blood pressure. 

“We achieved it through hard work and collaboration,” Pinera says. “I loved working with my management and labor co-leads. We were respectfully honest about what was achievable. Working in the UBT gave us the tools to effectively communicate, track, adjust and improve.”

Pinera currently guides and supports co-leads as a UBT sponsor for three teams and is lead physician for three adult medicine offices. His enthusiasm helps his teams, the members and the Georgia region. 

“I was skeptical at first about UBTs’ relevance, but we couldn’t achieve our success with hypertension and diabetes management without each other’s help. I’m a believer,” he says. “My tip for fellow providers is to be engaged as much as possible, because it will help us achieve better outcomes and help our patients thrive.”

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