SMART goals

Goals and Performance

UBTs use the Value Compass, which puts the member at the center of every decision, to focus the team’s performance improvement projects on achieving the highest quality, the best service, the most affordable care and the best place to work. UBT goals and improvement work should also be aligned with the priorities of the facility and region where the team is located.

Lead From Where You Stand

Submitted by Laureen Lazarovici on Tue, 10/06/2015 - 17:42
Region
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sty_Hank45_Lead Stand
Long Teaser

To reach high performance, teams need to make sense of their data. And Union Partnership Representative Ed Vrooman does that deftly.

Communicator (reporters)
Jennifer Gladwell
Editor (if known, reporters)
Tyra Ferlatte
Photos & Artwork (reporters)
Ed Vrooman, a union partnership representative from SEIU Local 49, helps teams demystify the data so numbers can be a portal to improved performance instead of a source of stress. Kate Webb, project coordinator, lends a hand.
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Lead From Where You Stand
Deck
Helping teams make sense of their data
Story body part 1

When it comes to metrics, even the best teams can get muddled.

At such times, a good team realizes it needs help—that it’s time to ask for assistance from someone with specialized skills. In the Northwest region, teams can turn to Ed Vrooman.

His enviable strength? An ability to crunch numbers, connect the dots and break down the complexity of the data so that unit-based teams get the information they need to do their work.

“It’s easy for teams to fall into analysis paralysis, where they dissect every data point. I work with them to know the why and the what,” says Vrooman, who started as a part-time phlebotomist 18 years ago at Portland’s now-long-gone Bess Kaiser Hospital. Today, he does double duty as a union partnership representative (UPR) for the Coalition of Kaiser Permanente Unions—he’s a member of SEIU Local 49—and as an improvement advisor.

A broad perspective

His atypical career path has given him an unusual outlook. In 2003, Vrooman took an extended leave of absence to work for Local 49, helping organize KP employees and other health care workers. After returning to KP, he became a labor partner and brought the coalition’s interests to the building of the new Westside hospital and other major regional projects.

“Partnership has allowed me to touch nearly every function within this organization,” Vrooman says. Working on the large initiatives got him more intrigued with the data side of the house—and led to his current position, which gives him an opportunity to use his skill with data and analytics. 

When he heard from the region’s UBT consultants that teams didn’t have the data they needed to work on projects, Vrooman became—along with the data analytics department and health plan leaders—a driving force in the creation of the region’s scorecards for teams. The STATIT scorecards (named after the electronic system that hosts them) enable teams to see their goals online and how they line up with the regional and PSP goals.

Co-leads’ gathering

Every year, Vrooman, along with the other two UPRs in the region—Bruce Corkum, RN, an OFNHP/ONA member, and Mariah Rouse of UFCW Local 555—present information on regional goals and budgets in one of the quarterly Steward Councils, which bring together the region’s UBT union co-leads and representatives from its four partnership unions. For the meeting on regional goals, the management co-leads are invited as well, providing a chance for team leaders to learn together how their teams can have an impact.

When he’s working directly with a team, Vrooman mentors and coaches its members on using improvement tools, from understanding the fundamentals such as SMART goals and entering projects into UBT Tracker to more advanced tools like process mapping. He asks his team members what they need to be successful.

“You don’t need a title to be a leader,” Vrooman tells them. “You lead from where you stand.”

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Right Team, Right Tool, Right Test

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Request Number
Right Team, Right Tool, Right Test
Long Teaser

Armed with data and a method for change, the Santa Clara Women's Clinic UBT significantly reduced lab specimen errors that plagued their department. This short video tells their story of sustaining change.

Communicator (reporters)
Non-LMP
Video Media (reporters)
Download File URL
VID-30_RightTeamRightTool/VID-30_RightTeamRightTool.zip
Running Time
3:13
Status
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Date of publication

Team members at the busy Santa Clara Women’s Clinic in Northern California significantly reduced the rate of lab specimen errors that had plagued their department—and the team culture today is a far cry from the days when employees would cover up their mistakes for fear of punishment. Their success earned them an invitation to present their project at the prestigious Institute for Healthcare Improvement’s National Forum on Quality Improvement. Watch their story on sustaining change.

 

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Attendance Scorecard

Submitted by Shawn Masten on Wed, 12/14/2011 - 13:59
Tool Type
Format
Taxonomy upgrade extras
tool_attendance_score_card

Use this scorecard to determine team weakness(es)in six essentials of good attendance and set SMART goal(s) for improvements.

Non-LMP
Runs with Catalyst story on six essentials of good attendance
Tool landing page copy (reporters)
Attendance Scorecard

Format:
Excel spreadsheet (can be filled in online)

Size:
8.5" x 11"

Intended audience:
UBT members, co-leads, managers, sponsors

Best used:
Use this spreadsheet to find your team's attendance weeknesses and then set and test improvement goal(s).

 

 

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What Makes a Goal SMART?

Submitted by Paul Cohen on Mon, 10/10/2011 - 17:27
Tool Type
Format
Keywords
tips_Smart Goals.pdf

Tips on how teams can set SMART goals—specific, measurable, attainable, realistic/relevant and time-bound.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
What Makes a Goal SMART?

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Unit-based team members, co-leads and consultants

Best used:
Inspire team members to set SMART goals and avoid "not smart" goals in pursuing performance improvement.

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UBT Tracker Tip Sheet #2

Submitted by Shawn Masten on Tue, 04/19/2011 - 11:12
Tool Type
Format
Running Your Team
UBT_Tracker _tipsheet_2_v3.pdf

UBT Tracker Tip Sheet #2 provides tips for entering good descriptions of SMART goals, Tests of Change and other information.

Non-LMP
Tool landing page copy (reporters)
UBT Tracker Tip Sheet #2

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
Provides tips on how best to enter project descriptions including SMART goals, Tests of Change details and project results into UBT Tracker. Use for entering or finding data or information in UBT Tracker.

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Unit-Based Team Toolkit: Improving Performance

Submitted by Kristi on Sun, 06/13/2010 - 18:06
Tool Type
Format
Taxonomy upgrade extras
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
Tool landing page copy (reporters)

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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Sponsor & Leader Resource Guide for UBTs - Section 4.3

Submitted by Kristi on Sun, 06/13/2010 - 18:06
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Format
Taxonomy upgrade extras
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
Tool landing page copy (reporters)
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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Coaching Co-Leads on Using Metrics

Submitted by Kristi on Mon, 05/31/2010 - 21:33
Tool Type
Format
Running Your Team
Keywords
Taxonomy upgrade extras
checklist_coaching co-leads on using metrics

Sponsors can use this list of questions to help co-leads focus their thoughts on what they should measure or what metrics are available to help them track performance.

Jennifer Gladwell
Tool landing page copy (reporters)
Coaching Co-Leads on Using Metrics

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors

Best used: 
Sponsors can help co-leads learn about measurements and metrics to gain and use data.

 

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