Unit-based teams

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.

Format:
Excel spreadsheet

Size:
8.5" x 11" 

Intended audience:
UBT co-leads and sponsors

Best used:
This tool, developed by the Northwest region, can be adapted by other Kaiser Permanente regions to help team leaders and sponsors track team progress and tactics. Use it to report regular updates on team progress toward regional business goals.

Format:
Word documents, 1 page each

Size:
8.5" x 11"  

Intended audience:
Frontline teams, managers, sponsors, physicians and guests to use at UBT fairs to ensure they learn about the successful practices of several teams

Best used:
Download and hand out these passports at your UBT fair to ensure participants visit several teams (passports come in a six-team and a four-team version). Teams presenting at the fair can mark off participants’ passports with a pen or colorful sticker. Participants can redeem the passports for snacks or giveaways. Also use the passports as tickets for raffle drawings at your event.

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

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT sponsors

Best used:
This checklist of essential tasks for UBT sponsors can help them up their game while supporting and advancing their teams.

Format:
Word

Size:
Two pages, 8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool for process improvement work, using the three fundamental questions of the Rapid Improvement Model. Help team members name their improvement goals, decide what measures they will use to determine whether there is improvement and identify changes they can make to lead to an improvement.

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Help new members feel like part of the team by following this checklist. 

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to plan an efficient meeting.

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.

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.

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
Use this tool while doing performance improvement work to track results in the intended area and across all areas over time.