Checklists

Waste Walk: 8 Types of Waste anjetta.thackeray Mon, 04/14/2014 - 11:20
not migrated
Waste Walk: 8 Types of Waste
Tool Type
Format
Running Your Team
Topics

Format:
PDF (color and black and white)

Size:
8.5” x 11” (two-sided)

Intended audience:
Level 2 and higher unit-based teams

Best used: Download and share this introduction to performance improvement with team members as a guide to the common types of wasted resources that diminish care and service. 

Use with:

tool_TypesofWaste

Look at your work areas and workflows in a new way. These categories will help teams root out waste and solve for affordability.

Non-LMP
Tyra Ferlatte
Released

Sustaining Change Checklist

Submitted by Julie on Wed, 01/22/2014 - 16:15
Tool Type
Format
Running Your Team
Keywords
tool_sustainingchange-checklist

This checklist identifies factors that play an important role in helping teams sustain the changes of their performance improvement projects. Use these questions to spark discussion.

Non-LMP
Non-LMP
Needs period at end of attribution sentence at bottom--other possible changes tk
Tool landing page copy (reporters)
Sustaing Change Checklist

Format:
PDF

Size:
8.5" x 11" 

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

Best used:
Use this list of questions to generate discussion in your team before starting a test of change; these thought-provoking questions are from the British National Health Service’s Institute for Innovation and Improvement. 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Stop the Line Audit Form

Submitted by tyra.l.ferlatte on Wed, 05/01/2013 - 16:38
Tool Type
Format
Running Your Team
stop the line audit form

This form, used to report instances when care is compromised or there is a deviation in the agreed-upon workflow, was developed by teams in South San Francisco. Its use has helped empower employees to speak up when something isn't right. Featured in the Spring 2013 Hank.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
Stop the Line Audit Form

Format:
Word document

Size:
8.5" x 11" 

Intended audience: 
Frontline teams

Best used:
Use this form as is or adapt it for your department's needs so team members may use it to report when something isn't right—helping to create a speak-up culture. 

You may be interested in reading Safe to Speak Up?

Released
Tracking (editors)
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Telling Our Story

Submitted by Paul Cohen on Wed, 03/06/2013 - 13:41
Tool Type
Format
tool_7 ways KP is better.doc

A seven-point tip sheet to help KP employees talk about why Kaiser Permanente is the best place to get health care.

Non-LMP
Tyra Ferlatte
This is a related tool that links to union ambassador story: http://www.lmpartnership.org/stories-videos/union-ambassadors-promote-value-help-grow-kp-membership

ART TK: An image of the tool, when PDF is complete
Tool landing page copy (reporters)
Telling Our Story

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline employees and teams

Best used:
This one-page tipsheet with seven short talking points describes KP's advantages as a health plan. Use to understand how Kaiser Permanente is different and better than other health plans, and to encourge non-members to consider joining KP.

Released
Tracking (editors)
Classification (webmaster)
PDF
Obsolete (webmaster)
not migrated

UBT Facilitative Support Plan

Submitted by Vaughn.R.Zeitzwolfe on Mon, 10/08/2012 - 16:54
Tool Type
Format
Content Section

Developmental support is a key element in helping teams move along the Path to Performance. This worksheet helps consultants, advisors, sponsors and co-leads map out a support plan.

Non-LMP
NOTE: Description in worksheet is a little over twice as long as it is here for better communication of purpose, while keeping this section below 300 characters.
For Leadership 1-5, Use of Tools 1-5
Tool landing page copy (reporters)
UBT Facilitative Support Plan

Format:
Word document

Size:
8.5" x 11"

Intended audience:
Support staff including consultants, advisors, co-leads, and sponsors

Best used:
Developmental support is a key element in the successful implementation of transitioning UBTs. Support teams must be aware of the three behavioral "levers" they can pull to effectively help a team: expressing (what you say), modeling (what you do), and reinforcing (how you back it up). Use this form when beginning to work with a support consultant or advisor.

Released
Tracking (editors)
Obsolete (webmaster)
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Poster: Help Teams Grow

Submitted by Kellie Applen on Fri, 09/28/2012 - 10:56
Tool Type
Format
Content Section
Taxonomy upgrade extras
bb_help_your_teams_grow

This poster features a checklist UBT co-leads and sponsors may use to help teams develop.

Non-LMP
Tool landing page copy (reporters)
Poster: Help Teams Grow

Format:
PDF

Size:
8.5” x 11”

Intended audience:
Unit-based teams and UBT sponsors

Best used:
Set your team up with these 10 tips and point them down the road to success.

Released
Tracking (editors)
Classification (webmaster)
Service
Obsolete (webmaster)
poster
PDF
Georgia
bulletin board packet
not migrated
Attendance Scorecard Shawn Masten Wed, 12/14/2011 - 13:59
not migrated
Attendance
Attendance Scorecard
Tool Type
Format
Taxonomy upgrade extras

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).

 

 

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
Released
Six Team Talking Points for (New) Sponsors Shawn Masten Tue, 12/06/2011 - 11:33
not migrated
Six Team Talking Points for (New) Sponsors
Tool Type
Format
Taxonomy upgrade extras

Format:
PDF and Word DOC

Size: 
8.5" x 11" 

Intended audience:
Sponsors

Best used:
These topic and discussion points for meeting basics can smooth the way for sponsors to build a relationship with their team members; includes a look at meeting basics, metrics, SMART goals, tools, training and performance improvement.

 

tool_sponsor_talking points

Easy-to-use form to help (new) sponsors discuss with their team members six key topics. Includes a list of questions to ask for each topic.

Non-LMP
Tyra Ferlatte
Use with Hank stories on Fresno UBT strategy and run charts
Released

UBT Project Prioritization Matrix

Submitted by Paul Cohen on Fri, 09/16/2011 - 17:17
Tool Type
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
Tool landing page copy (reporters)
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.

Released
Obsolete (webmaster)
not migrated
UBT Fair Planning Guide anjetta.thackeray Wed, 08/24/2011 - 23:30
not migrated
UBT Fair Planning Guide
Tool Type
Format
Keywords
Topics

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.

 

 

tool_UBT_Fair_PlanningGuide

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

Non-LMP
Released