Checklists

Data Collection Planning Tool Vaughn.R.Zeitzwolfe Fri, 07/22/2011 - 14:48
not migrated
Data Collection Planning Tool
Tool Type
Checklists
Format
DOC
Keywords
define measures and information
simplify information
test on paper first
Topics
Performance Improvement
Content Section
P2P

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT members

Best used:
This worksheet will help determine data collection efforts and reporting to help teams decide whether the change was effective and whether there are barriers that need to be removed.

This tool helps a team determine what they will measure, how they will measure it and who will collect the data. After using this tool to collect data, the UBT will be able to determine whether the change was effective and whether there are barriers that need to be removed.

Non-LMP
Tyra Ferlatte
For Use of Tools 3-4
Released

Preparing the UBT for a New Manager Co-Lead

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 12:09
Tool Type
Checklists
Format
DOC
Keywords
relationship-building
create early wins
foundation of clear goals
new manager co-lead
Topics
Culture
Performance Improvement
Role
UBT Co-Leads
Content Section
P2P

UBT union co-leads can use this tool when the team is being joined by a new management co-lead to accelerate the process of building a working relationship between the new manager and the team.

Non-LMP
Tyra Ferlatte
NOTE: Changed everything back to new edits, post phone conversation.
For Leadership 1-4
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Labor Co-lead

Best used:
UBT union co-leads can use this tool when the team is being joined by a new management co-lead. Accelerate the process of building a working relationship between the new manager and the team.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

On-Boarding New Manager Co-Leads

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 11:49
Tool Type
Checklists
Format
DOC
Topics
Culture
LMP Processes
Role
Frontline Workers
Content Section
P2P

This tool will accelerate the process of building a working relationship between a new management leader, the union co-lead and the rest of the team.

Jennifer Gladwell
Tyra Ferlatte
For Leadership 1-5
Tool landing page copy (reporters)
On-Boarding New Manager Co-leads

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when a new management co-lead joins the team to accelerate the process of building a working relationship.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

UBT Consultant/Advisor Support Evaluation

Submitted by Vaughn.R.Zeitzwolfe on Thu, 07/14/2011 - 14:37
Tool Type
Checklists
Format
DOC
Keywords
support
evaluate
UBT Consultant/Advisor Support Evaluation
advisor
adviser
Topics
Performance Improvement
Role
UBT Co-Leads
Content Section
P2P

This tool provides a method to evaluate the support a UBT co-lead has received from a consultant or adviser.

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
UBT Consultant/Advisor Support Evaluation

Format:
Word document

Size:
8.5" x 11" 

Intended audience:
UBT co-leads

Best used:
Use this form when you need to evaluate the support given to you by a consultant or advisor.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Feedback Conversation

Submitted by Vaughn.R.Zeitzwolfe on Thu, 07/14/2011 - 13:09
Tool Type
Checklists
Format
DOC
Keywords
feedback
Topics
Communication
Role
UBT Co-Leads
Content Section
P2P

This tool provides co-leads with information as to when feedback is warranted and sample steps for a feedback conversation.

Non-LMP
Tyra Ferlatte
For Leadership 2-5, Team Process 2-5
Tool landing page copy (reporters)
Feedback Conversation

Format:
Word document 

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when you decide feedback is warranted and you want to prepare for a feedback conversation.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Checklist: Starting a UBT Vaughn.R.Zeitzwolfe Wed, 07/13/2011 - 15:32
not migrated
Checklist: Starting a UBT
Tool Type
Checklists
Format
DOC
Keywords
checklist
componenets
new team
improve performance
UBT start-up process
startup
Topics
Performance Improvement
Role
UBT Co-Leads
Content Section
P2P

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
Co-leads

Best used:
This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful. Use when starting a new UBT to help form the new team. Review this checklist before you begin working with your team.

This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful.

Non-LMP
Tyra Ferlatte
For Leadership 1-2, Team Process 1, Use of Tools 1
Released

Unwritten Rules

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/13/2011 - 13:58
Tool Type
Checklists
Format
DOC
Topics
Communication
Culture
Role
UBT Co-Leads

This tool is designed to give UBT co-leads an understanding of unwritten rules and how their teams’ unwritten rules affect culture and performance.

Non-LMP
Tyra Ferlatte
For Leadership 1-5, Team Process 3
Tool landing page copy (reporters)

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Designed to give co-leads an understanding of unwritten rules and how their teams’ unwritten rules affect culture and performance.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Critical Sponsor Behaviors Vaughn.R.Zeitzwolfe Wed, 07/06/2011 - 16:41
not migrated
Tool Type
Checklists
Format
DOC
Keywords
behaviors
Critical Sponsor Behaviors
Topics
Performance Improvement
Role
UBT Sponsors
Content Section
P2P

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors

Best used:
To help your UBT advance through the Path to Performance, use this tool to assess critical sponsor behaviors and improve them. 

This tool provides a list of critical sponsor behaviors that will help a unit-based team advance through the Path to Performance.

Non-LMP
Tyra Ferlatte
for Sponsorship 1-5
Released

Stakeholder Impact Questions

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/06/2011 - 16:03
Tool Type
Checklists
Format
DOC
Keywords
questions
Stakeholder Impact Questions
impact
Topics
Performance Improvement
Content Section
P2P

This tool contains some initial questions that a UBT's sponsors and the core project management team should use to determine the impact of potential changes.

Tyra Ferlatte
Tyra Ferlatte
for Sponsorship 4-5, Leadership 4-5
Tool landing page copy (reporters)
Stakeholder Impact Questions

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors

Best used:
Use this tool when you are planning on leading your team through a change and when you want to ensure you understand how this change may impact key stakeholders.

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Sponsorship Planning Meeting

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/06/2011 - 13:44
Tool Type
Checklists
Format
DOC
Keywords
Plan
meeting
sponsor
planning
Sponsorship Planning Meeting
Topics
Performance Improvement
Role
UBT Co-Leads
UBT Sponsors
Content Section
P2P

This tool helps UBT co-leads plan for the first meeting with their sponsor.

Non-LMP
Tyra Ferlatte
for Sponsorship 1-3
Tool landing page copy (reporters)
Sponsorship Planning Meeting

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when preparing for the first meeting with your new sponsor.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
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