Communication

Planning and Conducting the First Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 14:00
Tool Type
Format
Topics
Content Section

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
Tool landing page copy (reporters)
Planning and Conducting the First Meeting

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. 

 

Released
Tracking (editors)
Obsolete (webmaster)
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Meeting Notes Template

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 13:52
Tool Type
Format
Topics
Content Section

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)
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UBT Kickoff Meeting

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 11:11
Tool Type
Format
Topics
Content Section

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
Critical Coaching Skills Vaughn.R.Zeitzwolfe Fri, 07/22/2011 - 15:35
not migrated
Critical Coaching Skills
Tool Type
Format
Content Section

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool to prepare for a coaching conversation and gain insight into specific coaching skills and techniques.

 

This tool is designed to help co-leads understand specific coaching skills and techniques.

Non-LMP
Tyra Ferlatte
For Leadership 1-4
Released

Checklist: Four Phases of a Meeting

Submitted by Vaughn.R.Zeitzwolfe on Fri, 07/22/2011 - 15:13
Tool Type
Format
Topics
Content Section

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
Tool landing page copy (reporters)
Four Phases of a Meeting

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.

Released
Tracking (editors)
Obsolete (webmaster)
not migrated
Agenda Planning Template Vaughn.R.Zeitzwolfe Thu, 07/14/2011 - 15:44
not migrated
Agenda Planning Template
Tool Type
Format
Content Section

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and sponsors 

Best used:
UBT co-leads can use this template when they plan meetings togehter ahead of time. 

 

PROD-484

Make your meetings more productive by using these templates, which include columns for issues, who's on point and next steps.  

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Released

Feedback Conversation

Submitted by Vaughn.R.Zeitzwolfe on Thu, 07/14/2011 - 13:09
Tool Type
Format
Keywords
Topics
Content Section

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)
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Unwritten Rules

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/13/2011 - 13:58
Tool Type
Format

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)
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Physician Leaders on Unit-Based Teams

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/13/2011 - 12:59
Tool Type
Format
Topics
Content Section

This tool provides information to physicians who are joining a new or existing unit-based team: why they're part of the team, what their role is and what their responsibilities are.

Non-LMP
Tyra Ferlatte
For Leadership 1-2, Team Member Engagement 1-3
Tool landing page copy (reporters)
Physician Leaders on Unit-Based Teams

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Physicians on UBTs

Best used:
Physicians joining a unit-based team can learn their role, why they are part of the team and what their responsibilites are to the team. 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated

Coaching Conversation Model

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/12/2011 - 13:59
Tool Type
Format
Topics
Content Section

This tool provides suggestions on how to provide individual coaching for team members who are struggling or seeking guidance, helping your team achieve maximum results.

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
Coaching Conversation Model

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this model to guide your conversations when a team member comes to you for coaching.

 

 

Released
Tracking (editors)
Obsolete (webmaster)
not migrated