Checklists

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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UBT Goals Worksheet

Submitted by Paul Cohen on Tue, 08/16/2011 - 16:37
Region
Tool Type
Format
Running Your Team
Taxonomy upgrade extras
tips_Sept Catalyst_UBT Goals Worksheet_Paul..xls

An Excel spreadsheet helps team co-leads and sponsors track team progress against regional goals.

Non-LMP
Tyra Ferlatte
Links to Highlighted story "UBT worksheet keeps teams on track"
Tool landing page copy (reporters)
UBT Goals Worksheet

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.

 

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Essentials for Successful Team Sponsorship

Submitted by anjetta.thackeray on Sun, 08/14/2011 - 22:04
Tool Type
Format
tool_GA_sponsoressentials

This tool offers five essential tasks for UBT sponsors.

Non-LMP
Non-LMP
Photo will be pdf of tool
Tool landing page copy (reporters)
Essentials for Successful Team Sponsorship

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.

 

 

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On-Boarding New Team Members Vaughn.R.Zeitzwolfe Wed, 08/03/2011 - 11:22
not migrated
Tool Type
Format
Content Section

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. 

This tool provides UBT co-leads with a list of actions that need to take place to effectively on-board a new team member.

Jennifer Gladwell
Tyra Ferlatte
For Team Member Engagement 1-5
Released
Communication Stakeholder Summary for UBTs Vaughn.R.Zeitzwolfe Wed, 08/03/2011 - 09:59
not migrated
Communication Stakeholder Summary for UBTs
Tool Type
Format
Topics
Content Section

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and members

Best used:
Communicate key messages from team meetings to stakeholders who were unable to attend, and document the communication of the messages.

 

UBTs and their co-leads may use this tool to capture key messages that need to be given to stakeholders and to document the communication of the key messages.

Non-LMP
Tyra Ferlatte
For Team Member Engagement 1-4, Use of Tools 3-5
Released
SBAR Communication Technique Vaughn.R.Zeitzwolfe Tue, 08/02/2011 - 17:12
not migrated
Tool Type
Format
Topics
Content Section

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT teams and co-leads

Best used:
SBAR (pronounced S-BAR) is a structured communication technique that provides important information concisely. Use this tool in the following situations: You want an action to be considered or taken; there is key information to share with another individual, such as during change of shift; or you want to escalate a concern.

 

SBAR (pronounced S-BAR) is a structured communication technique for organizing important information concisely.

Non-LMP
Tyra Ferlatte
For Team Process 1-3, Use of Tools 1-3
Released

Meeting Planning

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:50
Tool Type
Format
Content Section

This tool provides UBT co-leads with the key steps that need to be completed to run an efficient meeting.

Non-LMP
Tyra Ferlatte
For Team Process 1-4
Tool landing page copy (reporters)
Meeting Planning

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

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

 

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Sample Meeting Evaluation Plus Delta

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 16:16
Tool Type
Format
Topics
Content Section

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
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.

 

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Meeting Logistics

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

 

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Using the UBT Charter

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:30
Tool Type
Format
Topics
Content Section

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
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.

 

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