Roles

Working Agreements

Submitted by kevino on Tue, 07/27/2010 - 06:58
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Working Agreements

Use this worksheet to develop working agreements. Includes considerations and agreements.

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Tyra Ferlatte
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Working Agreements

Formats:
Word document, PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This worksheet can help you and your co-leads craft successful working agreements to plan, run and evaluate meetings. 

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The Case for Unit-Based Teams

Submitted by Paul Cohen on Thu, 07/01/2010 - 15:58
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Long Teaser

Article excerpt from Summer 2010 issue of The Permanente Journal showing the benefits of physician involvement in unit-based teams.

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Includes link to full article in Permanente Journal:
Paul C., do you have art work for what goes with this caption?:
Joseph Imarah, MD, an anesthesiologist at Riverside Medical Center, engages his UBT

http://www.thepermanentejournal.org/current-issue/commentary/114-the-case-for-unit-based-teams-a-model-for-frontline-engagement-and-performance-improvement.html

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The case for unit-based teams
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A model for frontline engagement and performance improvement
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An Internal Medicine team in Ohio improved its workflow and increased from 62 percent to 74 percent the number of diabetes patients with cholesterol levels under control—surpassing the region’s goal—even while coping with a staff shortage.

A medical/surgical unit at Fontana Medical Center, in Southern California, went 23 consecutive months without an incidence of hospital-acquired pressure ulcers—after previously experiencing seven to 10 cases a year.

Colorado’s regional laboratory improved the accuracy of its transfer and tracking records from 90 percent to 98 percent, significantly reducing rework and speeding turnaround times for patients’ lab results.

These outcomes, and hundreds of others across Kaiser Permanente, were the result of performance-improvement projects undertaken by unit-based teams (UBTs)—Kaiser Permanente’s strategy for frontline engagement and collaboration.

Physician involvement in UBTs to date has varied, and generally remains limited. However, based on evidence from across Kaiser Permanente, we believe unit-based teams can help physicians achieve their clinical goals and improve their efficiency and deserve their broader involvement.

How UBTs work

Teams identify performance gaps and opportunities within their purview—issues they can address in the course of the day-to-day work, such as workflow or process improvement. By focusing on clear, agreed-upon goals, UBTs encourage greater accountability and allow team members to work up to their scope of practice or job description. Achieving agreed-upon goals, in turn, promotes continuous learning, productive interaction, and the capacity to lead further meaningful change.

As a strategy for process and quality improvement, UBTs draw on the study of “clinical microsystems” by Dartmouth-Hitchcock Medical Center and the Institute for Healthcare Improvement. “If we want to optimize a system, it's going to be around teams and teamwork, and it's going to cut across hierarchies and professional norms,” says Donald Berwick, MD, president and CEO of IHI and President’s Obama’s nominee to head the Centers for Medicare and Medicaid Services. “Unit-based teams and much better relationships between those who organize systems and those who work in the systems are going to be essential.”

Four kinds of benefits

The focused nature of UBT activities translates to four broad benefits to physicians and patients:

  • Clinical benefits: Saving lives and improving health
  • Operational benefits: Using resources wisely and improving efficiency
  • Member/Patient benefits: Giving a great patient-care experience
  • Physician/team benefits: Improving team performance and worklife

The example below, of a positive clinical outcome in one unit, shows how UBTs use practical, frontline perspective to solve problems.

Simple solutions get results

The Internal Medicine department at Hill Road Medical Offices in Ventura (SCAL) faced a practical challenge: Patients with an initial elevated blood pressure reading need to be retested after waiting at least two minutes—but they often left the office before the staff could do a second test. In fact, the staff was doing needed second checks only 26 percent of the time as of March 2008. 

The team’s simple solution: A bright yellow sign reading, “Caution: Second blood pressure reading is required on this patient,” which employees hang on the exam room door so the physician or staff would be sure to do the test.“The teams come up with good ideas about workflow because these are the folks in the trenches and they see the headaches,” says Prakash Patel, MD. “They share ideas and work out processes that help.”

In just one month, the department’s score on giving second blood pressure tests was 100 percent. Their score on the regional clinical goal of hypertension control went from 76 percent in August 2008 to 79.8 in May 2009, just below the regional goal of 80.1 percent.

"I strongly encourage all chiefs of service to champion the unit-based team in their department by either active participation or as a physician advisor, particularly regarding quality, service and access initiatives," says Virginia L Ambrosini, MD, assistant executive medical director, Permanente Human Resources.

UBTs are taking hold at the right moment for Kaiser Permanente. At a time when health care providers are under pressure to contain costs, maintain quality, and improve service, UBTs have the problem-solving tools to address those issues.

Read the full article, including principles of employee engagement and tips for selecting a performance improvement project.

 

 

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UBT Physicians Improving Care

Submitted by Kristi on Sun, 06/20/2010 - 19:06
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UBT physicians improving care

A leaflet that shows, through UBTs, how physicians are improving the quality and affordability of patient care.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
UBT Physicians Improving Care

Format: 
PDF

Size:
8.5” x 11”

Intended audience:
Physicians working in unit-based teams

Best Used:
At meetings and trainings and in one-on-one conversations to explain the roles doctors play on UBTs.

 

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Physicians' Roles

Submitted by Kristi on Sun, 06/20/2010 - 19:06
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Physicians' roles

A letter-sized leaflet to help physicians figure out their UBT roles and responsibilities.

Tyra Ferlatte
Tyra Ferlatte
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Physicians' roles

Format:
PDF

Size:
8.5” x 11”

Intended audience:
Physicians working in unit-based teams

Description:
Physicians play a variety of roles integral to improving patient care through a UBT. This leaflet can help you determine your role and what that means for your future responsibilities and influence.

 

 

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Why should physicians embrace unit-based teams?

Submitted by Kristi on Sun, 06/20/2010 - 19:06
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Why should physicians embrace unit-based teams?

A leaflet that lists the benefits of physicians taking an active role in UBTs.

Tyra Ferlatte
Tyra Ferlatte
Tool landing page copy (reporters)
Why should physicians embrace unit-based teams?

Format:
PDF

Size:
8.5” x 11”

Intended audience: Physician UBT co-leads, physicians

Description: This leaflet details why UBTs are valuable to physicians using frequently asked questions about UBTs. This is a companion piece to the leaflet asking why chiefs should support unit-based teams.

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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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Sponsor & Leader Resource Guide for UBTs - Section 6

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Sponsor & Leader Resource Guide for UBTs - Section 6

The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 6 of the guide.

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Sponsor & Leader Resource Guide for UBTs - Section 6

Format:
PDF

Size:
17 pages, 8.5" x 11" 

Intended Audience:
UBT sponsors and leaders

Best used:
The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 6 of the guide.

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Sponsor & Leader Resource Guide for UBTs - Section 5

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Sponsor & Leader Resource Guide for UBTs - Section 5

The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 5 of the guide.

Non-LMP
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Sponsor/Leader Resource Guide for UBTs - Section 5

Format:
PDF

Size:
13 pages, 8.5" x 11" 

Intended Audience:
UBT sponsors and leaders

Best used:
The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 5 of the guide.

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Sponsor & Leader Resource Guide for UBTs - Section 4.3

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Sponsor & Leader Resource Guide for UBTs - Section 4.3

The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 4.3 of the guide.

Non-LMP
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Sponsor/Leader Resource Guide for UBT- Section 4.3

Format:
PDF

Size:
21 pages, 8.5" x 11" 

Intended Audience:
UBT sponsors and leaders

Best used:
The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 4.3 of the guide.

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Sponsor & Leader Resource Guide for UBTs- Section 4.2

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Sponsor & Leader Resource Guide for UBTs - Section 4.2

The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 4.2 of the guide.

Non-LMP
Tool landing page copy (reporters)
Sponsor & Leader Resource Guide for UBTs- Section 4.2

Format:
PDF

Size:
23 pages, 8.5" x 11" 

Intended Audience:
UBT sponsors and leaders

Best used:
The purpose of this guide is threefold: to clarify how the role of leaders is changing, to provide tools that support leaders in this transition and to provide information about what UBT co-leads and team members are learning. This is section 4.2 of the guide.

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