Unit-based team concepts

What Makes a Goal SMART?

Submitted by Paul Cohen on Mon, 10/10/2011 - 17:27
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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
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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 Project Prioritization Matrix

Submitted by Paul Cohen on Fri, 09/16/2011 - 17:17
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Format
ppt_Prioritization Matrix.ppt

One page PowerPoint form used to help unit-based teams prioritize their goals.

Non-LMP
Non-LMP
Companion to "How to prioritize team goals" story
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UBT Project Prioritization Matrix

Format:
PowerPoint slide

Size:
8.5" x 11"

Intended audience:
UBT consultants, UBT co-leads and members

Best used:
This simple matrix helps teams set performance improvement goals for the year. Use as a working document in unit-based team meetings or training sessions.

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How to Prioritize Team Goals

Submitted by Paul Cohen on Fri, 09/16/2011 - 16:32
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sty_prioritization matrix.doc
Long Teaser

A unit-based team consultant explains a simple tool used to help teams set priorities.

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Non-LMP
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Tyra Ferlatte
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Companion piece to a one-page ppt form
GET ART FROM GUMPERT FRESNO SHOOT
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What's your top priority?

UBT consultants, UBT co-leads and members can use this simple matrix to set performance improvement goals for the year. 

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How to prioritize team goals
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Tool helps teams rank projects for most impact
Story body part 1

Successful unit-based teams take on multiple goals on the Value Compass, get results and move on. But focusing on the right goals—and not getting lost in the process—can be a challenge. Fresno Medical Center, which reports the highest percentage of high-performing UBTs in all of Kaiser Permanente, has developed tools to help teams set priorities. The prioritization matrix, a tool used in performance improvement, is part of a four-step process.

•   Step 1: Identify improvement opportunities with the team. Develop ideas with the help of the team sponsors or UBT consultants, and pay special attention to your Performance Sharing Program (PSP) goals.

•   Step 2: Use the Project Prioritization Matrix to determine project priority.

•   Step 3: Enter project data into UBT Tracker.

•   Step 4: Share project information with the UBT consultant or union partnership representative, who can connect the team with other resources, including “affinity groups” working on similar goals.

“It’s a very simple process that helps teams focus and know why they’re doing what they’re doing,” says Fresno’s Navneet Maan, a UBT consultant.  

“Teams can work through this process during their regular meetings,” she adds. “The project selection becomes a more transparent process, and the tool helps align their work with regional goals that will make a difference to members and patients.”

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Redwood City UBT Improves Phone Service

Submitted by Shawn Masten on Tue, 09/13/2011 - 11:29
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Format
Topics
ppts_improving_phone_scores_RWC

One-page slide showing how a Redwood City Oncology team improved low phone scores.

Non-LMP
Tool landing page copy (reporters)
UBT boosts phone scores.

Format:
PowerPoint slide

Size:
8.5" x 11"

Intended audience:
Frontline teams, managers, sponsors, physicians

Best used:

This one-page slide shows how the Oncology unit-based team in Redwood City boosted its low phone scores. Save on to your computer to include in meetings or presentations as an example of UBT performance around telephone service.

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Poster: Wait Times Irritating Members?

Submitted by Kellie Applen on Tue, 08/30/2011 - 15:44
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Content Section
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bb_wait_times_irritating_members

This poster features a surgery team that found a way to make waiting less painful.

Non-LMP
Tool landing page copy (reporters)
Poster: Wait times irritating members? Here's a solution

Format:
PDF (color and black and white)

Size:
8.5" x 11"

Intended audience:
Frontline employees, managers and staff

Best used:
This poster, for use on bulletin boards in break rooms and other staff areas, features a surgery team that found a way to make waiting less painful.

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UBT Fair Poster Template

Submitted by anjetta.thackeray on Thu, 08/25/2011 - 00:04
Tool Type
Format
Topics
tool_UBT_Fair_Poster

This template helps you create posters and fliers to publicize UBT fairs.

Non-LMP
Tool landing page copy (reporters)
UBT Fair Poster Template

Format:
Word document

Size:
8.5" x 11" 

Intended audience:
Frontline employees and stakeholders

Best used:
Use this fill-in-the blanks template to promote your UBT fair. Fill out template and download customized poster or flier to hand out at meetings or post on bulletin boards. Add details such as day, time and location and any special guests and activities planned for the fair. Post fliers in breakrooms, union halls and other places where frontline employees gather.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

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UBT Fair PPT Template for Team Presentations

Submitted by anjetta.thackeray on Wed, 08/24/2011 - 23:55
Tool Type
Format
Topics
tool_UBT_Fair_TeamPowerPointTemplate

This PowerPoint presentation offers teams a how-to alternative to the traditional storyboard.

Non-LMP
Tool landing page copy (reporters)
UBT Fair PPT Template for Team Presentations

Format:
PPT, 11 slides

Intended audience:
Frontline staff, managers, and physicians; regional and facility leadership.

Best used:
Unit-based teams can use this PowerPoint template to share their successful practices at a UBT fair or other similar gathering. This is an alternative to creating a storyboard. The template guides teams to insert key information (such as SMART goals, small tests of change, metrics, and learnings) onto each of the 11 slides for a quick and easy way to create a presentation for a UBT fair or similar event. 

For more tools, please visit the How-To Guide: UBT Fair in a Box.

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UBT Fair Storyboard Instructions

Submitted by anjetta.thackeray on Wed, 08/24/2011 - 23:39
Tool Type
Format
Topics
tool_UBT_Fair_Storyboard

This presentation helps teams create content and basic designs for their storyboards.

Non-LMP
Tool landing page copy (reporters)
UBT Fair Storyboard Instructions

Format:
PPT, 10 slides

Size:
8.5" x 11"

Intended audience:
Unit-based teams

Best used:
This presentation helps teams design, construct and display storyboards for a UBT fair.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

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UBT Fair Planning Guide

Submitted by anjetta.thackeray on Wed, 08/24/2011 - 23:30
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Topics
tool_UBT_Fair_PlanningGuide

This planning guide provides detailed steps and assignments to supplement the checklist and timeline.

Non-LMP
Tool landing page copy (reporters)
UBT Fair Planning Guide

Format:
PDF

Size:
4 pages, 8.5” x 11” 

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

Best used:
Download and review this detailed guide as the first step in planning a UBT fair at your region or facility. Topics include assembling your committee, setting the date and location that will attract the most people to your event, mobilizing teams and presenters, and ensuring your fair goes off without a hitch. Includes space to write in due dates and names of staff assigned to each task.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

 

 

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UBT Fair Timeline and Checklist

Submitted by anjetta.thackeray on Fri, 08/19/2011 - 16:53
Tool Type
Format
Topics
Tool_UBT_Fair_Timeline

This checklist with timeline provides planning at a glance for regions, service areas and facilities.

Non-LMP
Still needs design tweaks
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5” x 11” (landscape)

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

Best used:
Rely on this six-month timeline to keep the planning committee for a UBT fair on track, with each category of tasks arrayed on overlapping bars. Print out and use this timeline when you begin planning your UBT fair and throughout your preparations to keep you on track for a successful event. Save it on your computer for access to the links to all the items in the “UBT fair in a box” toolkit on the LMP website. Use with the companion planning guide, which details individual tasks.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

 

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