Checklists

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
recorded actions
Topics
LMP Processes
Metrics
Content Section
P2P

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)
Obsolete (webmaster)
not migrated

Worksheet: Team Trust Assessment

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 13:05
Tool Type
Checklists
Format
DOC
Keywords
high-performing team
leaders
safety score
certainty score
team trust assessment worksheet
Topics
Culture
Role
UBT Co-Leads
Content Section
P2P

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
Tool landing page copy (reporters)
Worksheet: Team Trust Assessment

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.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

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
Culture
Role
Frontline Managers
Frontline Workers
UBT Co-Leads
Content Section
P2P

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)
Obsolete (webmaster)
not migrated

Working Styles

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 12:08
Tool Type
Checklists
Format
PDF
Keywords
working style
preferred or dominant working style
questionnaire
analytical
driver
expressive
amiable
Topics
Culture
Content Section
P2P

This questionnaire that will help you determine your preferred or dominant working style. There are no right or wrong answers, and several choices may appeal to you if you prefer a combination of styles.

Non-LMP
Tyra Ferlatte
For Leadership 1-4, Team Member Engagement 1-4
Tool landing page copy (reporters)
Working Styles

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to determine and understand your own working style or to help those on your team understand their style.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

UBT Performance Tracking Tool

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 10:09
Tool Type
Checklists
Format
DOC
Topics
LMP Processes
Content Section
P2P

The UBT Performance Tracking Tool provides a picture of how the UBT’s actions impact overall performance.

Non-LMP
Tyra Ferlatte
For Leadership 4, Goals and Performance 2-4
Tool landing page copy (reporters)
UBT Performance Tracking Tool

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.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

PDSA Project Map

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 14:39
Tool Type
Checklists
Format
DOC
Keywords
UBT meetings
opportunity for improvement
baseline and comparison data
regional target
Topics
Metrics
Performance Improvement
Content Section
P2P

This tool is used by a UBT to document the Plan, Do, Study, Act (PDSA) cycle for a performance improvement test.

Non-LMP
Tyra Ferlatte
For Use of Tools 2-4
Tool landing page copy (reporters)

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
Help your team members stay on track in meetings and huddles with this worksheet to document the PDSA cycle for a performance improvement test.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Planning and Conducting the First Meeting Vaughn.R.Zeitzwolfe Mon, 07/25/2011 - 14:00
not migrated
Planning and Conducting the First Meeting
Tool Type
Checklists
Format
DOC
Keywords
Co-leads prepare first meeting
key elements of a meeting
meeting agenda
Topics
Communication
Content Section
P2P

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This checklist can help co-leads include all the key elements of a first UBT meeting as they jointly prepare the agenda. 

 

This tool is designed to help UBT co-leads include all the key elements of a first team meeting as they jointly prepare the agenda.

Non-LMP
Tyra Ferlatte
For Team Process 1-2
Released

Meeting Notes Template

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 13:52
Tool Type
Checklists
Format
DOC
Keywords
template
Meeting minutes
Topics
Communication
Role
UBT Co-Leads
Content Section
P2P

UBT members can use this template to take meeting minutes and record action items from meetings.

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
Meeting Notes Template

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this template during meetings and as a reference after meetings to follow up with key decisions, action items and timelines, as well as when planning the next UBT meeting agenda.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

UBT Kickoff Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 11:11
Tool Type
Checklists
Format
DOC
Keywords
working agreements
agenda
outcomes
Future outcomes
organized meeting
successful meeting
sample agenda
Topics
Communication
Role
UBT Co-Leads
Content Section
P2P

This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda.

Non-LMP
Tyra Ferlatte
For Team Process 1
Tool landing page copy (reporters)
UBT Kickoff Meeting key agenda elements

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda. Use when starting a new UBT and preparing for your first meeting.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Checklist: Four Phases of a Meeting Vaughn.R.Zeitzwolfe Fri, 07/22/2011 - 15:13
not migrated
Four Phases of a Meeting
Tool Type
Checklists
Format
DOC
Keywords
meeting checklist
planning meeting
opening a meeting
closing a meeting
key actions
strategies
running a meeting
Topics
Communication
Role
UBT Co-Leads
Content Section
P2P

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
When preparing for your UBT meeting, this checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.

This checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.

Non-LMP
Tyra Ferlatte
For Team Process 2-5
Released
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