This tool provides UBT co-leads with a sample evaluation that can be completed at the end of a UBT meeting to identify what processes worked during the meeting and what processes need improvement. This will help you make changes to ensure future meetings run more efficiently.

Tyra Ferlatte

For Team Process 1-5

Tool landing page copy (reporters)

Sample Meeting Evaluation Plus Delta

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tipsheet will help you garner feedback from meeting attendees to identify what processes worked well and what processes need improvement. This will help you make changes to ensure meetings run more efficiently.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated

Read more about Sample Meeting Evaluation Plus Delta

Meeting Logistics

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:02

Tool Type

Format

Keywords

preparing for a meeting

Topics

Role

Content Section

This worksheet covers the nuts and bolts of meeting logistics, such as reserving your room, checking for phone jacks and making sure you have flip charts and markers.

Non-LMP

Tyra Ferlatte

For Team Process 1-4

Tool landing page copy (reporters)

Meeting Logistics

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when scheduling and preparing for a meeting, to help you cover all the nuts and bolts.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated

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Daily Huddles

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:47

Tool Type

Tip Sheets

Format

DOC

Topics

Performance Improvement

Content Section

P2P

This tool will help UBT co-leads prepare and run a daily huddle with their team. When using this tool to prepare and guide UBT huddles, the co-leads can relay key information and capture key data regarding ongoing UBT performance improvement work.

Non-LMP

Tyra Ferlatte

For Team Process 1-5

Tool landing page copy (reporters)

Daily Huddles

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
UBT co-leads can use this worksheet to help prepare and run a team huddle. Key information exchanges regarding performance improvement are one outcome.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated

Read more about Daily Huddles

Using the UBT Charter

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:30

Tool Type

Format

Keywords

Using the UBT Charter

Topics

LMP Processes

Role

UBT Co-Leads

Content Section

P2P

This document helps the UBT co-leads create and use the UBT charter, which set s the foundation for the work their team will do.

Tyra Ferlatte

For Team Process 1-2

Tool landing page copy (reporters)

Using the UBT Charter

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBTs

Best used:
This template can be used during a team's first meetings to help create a charter, laying the foundation for its work. Co-leads can work on it ahead of time and present it as a straw design.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated

Read more about Using the UBT Charter

PDSA Cycle Progress Sheet

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:12

Tool Type

Checklists

Format

DOC

Running Your Team

Performance improvement

Keywords

information and results

Topics

Content Section

This sheet is used to monitor progress as a team completes a plan, do, study, act (PDSA) cycle. After completing this progress sheet, you will have a record of what the team did, the information it studied and what it will use from the PDSA cycle.

Non-LMP

Tyra Ferlatte

For Use of Tools 2-4

Tool landing page copy (reporters)

PDSA Cycle Progress Sheet

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
Use this tool when completing a PDSA cycle so you will have a record of what you did, the information you studied and what you will use from your tests of change.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated

Read more about PDSA Cycle Progress Sheet

Worksheet: Team Trust Assessment Vaughn.R.Zeitzwolfe Tue, 08/02/2011 - 13:05

not migrated

Worksheet: Team Trust Assessment

Tool Type

Format

Keywords

team trust assessment worksheet

Topics

Culture

Role

UBT Co-Leads

Content Section

P2P

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This assessment tool helps leaders create a picture of how much their team members trust others and how confident they feel with their current work situation. Use this tool to see the levels of trust within your team.

This assessment tool helps leaders create a picture of how much their UBT members trust others and how confident they feel with their current work situation.

Non-LMP

Tyra Ferlatte

For Team Member Engagement 1-5, Team Process 2-4

Released

Mon, 08/08/2011 - 12:00

Read more about Worksheet: Team Trust Assessment

Recognition Questionnaire

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/27/2011 - 12:16

Tool Type

Checklists

Format

DOC

Keywords

how employees prefer to be recognized

demonstrate improvement and achievement

culture of celebration

Topics

Role

Content Section

This tool teaches UBT co-leads that each team member wants to be recognized for work that leads to performance improvement. After asking each UBT member to complete this questionnaire, you will be able to provide appropriate recognition.

Non-LMP

Tyra Ferlatte

For Leadership 1-3, Team Member Engagement 1-4

Tool landing page copy (reporters)

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tool teaches co-leads that each team member wants to be recognized for work that leads to performance improvement. After asking each UBT member to complete this questionnaire, you will be able to provide appropriate recognition.

Released

Tracking (editors)

Mon, 08/08/2011 - 12:00

Obsolete (webmaster)

not migrated