LMP Processes

Six Tips for Successful Interest-Based Problem Solving

Submitted by tyra.l.ferlatte on Fri, 08/24/2012 - 16:47
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This primer on interest-based problem solving demystifies the difference between a “position” and an “interest.”

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Michael Hurley was the education director for the Coalition of Kaiser Permanente Unions for several years, and he and his team designed many of the LMP programs used to support unit-based team education. 

1. Know why we use interest-based problem solving

Interest-based problem solving (IBPS) is a collaborative approach to solving problems, a process for negotiating differences amicably without giving in. When you’re in an ongoing partnership—whether it’s a labor-management partnership or, say, a marriage—you likely have multiple objectives you want to satisfy when resolving differences. Those include not only the desire to solve the problem in a way that meets your needs, but also to solve it in a way that doesn’t cost too much (in time, money or emotional wear and tear), and that leaves the relationship intact or even improves it. Because down the road, you know you’re going to be working together again to solve the next problem that crops up.

2. Understand key terms

Four words are at the heart of the interest-based process. The issue is the problem or subject area to be addressed. A position is a proposed solution. The interest is the underlying need, motivation or concern that may have to be addressed in order to reach a solution; you can tell an interest in part because there is usually more than one way to satisfy it. An option is a potential way to address the issue, in whole or in part.

Your position tells us what you want but not necessarily why you want it.

  • A spouse wants to put 5 percent of income into a retirement savings account.
  • A parent wants a child in bed by 9:30 on a weeknight.
  • A union wants a 3 percent across-the-board wage increase in collective bargaining.

Your interests tell us what is important to you.

  • A spouse wants enough saved to have a comfortable retirement.
  • A parent wants a child to be well rested for school the next day.
  • A union rep wants a compensation package for members that aids recruitment and retention.

3. Ask: Is that ‘interest’ really a position?

What do you do when you’ve got a position masquerading as an interest? Usually, you can get to the interests that underlie a position if you listen carefully and ask the right questions. Find out the needs and concerns behind the position. Here’s an example:

Statement by wife: “I hate living in Los Angeles. We should move to Oregon.”

Reaction to self: “Great, here we go again.”

Question to wife: “Why should we move to Oregon?”

Answer: “We’re in a rut. We’ve lived our whole lives here. I’m tired of it.”

Question: “What else appeals to you about Oregon?”

Answers: “The weather is too hot here, and we spend so much time stuck in traffic. We have to do all our exercising here at the gym. Oregon is cooler and there are prettier roads for biking. We can get to the woods and good hiking faster. People are more relaxed there. “

Interests: Change in weather, less traffic, easier access to uncrowded outdoors, less stress.

By starting with a discussion of interests, the parties can talk about what is important to them without staking out what they want the outcome to be. It opens the door to collaborative problem solving, as opposed to competition or compromise. 

4. Agree on the information

Find agreement on what data to collect and how to collect it, vet it and report it—or you’ll just argue about the data. 

5. Make an action plan

Create an action plan for turning solutions into reality. Be clear on who’s accountable for what. Establish a timeline. 

6. Set ground rules

Remember, interest-based processes don’t always work. In my experience, they have the best chance for success if the parties agree to:

  • Focus on the issue, not personalities.
  • Share information fully and early.
  • Listen actively.
  • Work hard to meet interests, not sell positions.
  • Be open to options.
  • Look for ways to build trust.
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All In a Day's Work: Old-Fashioned Problem Solving

Submitted by tyra.l.ferlatte on Fri, 08/24/2012 - 16:40
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The cartoon gently emphasizes the value of interest-based problem solving.

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All In a Day's Work: Old-Fashioned Problem Solving

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Intended audience:
Anyone with a sense of humor

Best used:
Post on bulletin boards, in your cubicle or in emails to share a gently humorous look at how we solve problems
—and the value of interest-based problem solving. Have fun!

 

 

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UBT Fair Planning Guide

Submitted by anjetta.thackeray on Wed, 08/24/2011 - 23:30
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This planning guide provides detailed steps and assignments to supplement the checklist and timeline.

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UBT Fair Planning Guide

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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.

 

 

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On-Boarding New Team Members

Submitted by Vaughn.R.Zeitzwolfe on Wed, 08/03/2011 - 11:22
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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
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UBT co-leads

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Help new members feel like part of the team by following this checklist. 

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Using the UBT Charter

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:30
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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
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Using the UBT Charter

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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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PDSA Cycle Progress Sheet

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:12
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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.

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PDSA Cycle Progress Sheet

Format:
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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.

 

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UBT Performance Tracking Tool

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 10:09
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The UBT Performance Tracking Tool provides a picture of how the UBT’s actions impact overall performance.

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Tyra Ferlatte
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UBT Performance Tracking Tool

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Intended audience:
UBT members

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Use this tool while doing performance improvement work to track results in the intended area and across all areas over time.

 

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On-Boarding New Manager Co-Leads

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/18/2011 - 11:49
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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
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On-Boarding New Manager Co-leads

Format:
Word document

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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.

 

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Seeking Help From Your Sponsor

Submitted by Vaughn.R.Zeitzwolfe on Thu, 07/07/2011 - 09:32
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This tool is to help UBT co-leads understand how a sponsor is able to support their team. When using this tool, co-leads will have guidelines to understand when it is appropriate and important to seek help from their sponsors.

Tyra Ferlatte
Tyra Ferlatte
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Seeking Help from Your Sponsor

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UBT co-leads

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Use this tool as a guide to help you determine when and how to seek help from your team's sponsor.

 

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UBT Sponsorship

Submitted by Vaughn.R.Zeitzwolfe on Wed, 07/06/2011 - 15:23
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This tool provides answers to frequently asked questions about sponsorship of unit-based teams.

Tyra Ferlatte
Tyra Ferlatte
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UBT Sponsorship

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This guide answers your questions about who should be your sponsor and what that role includes.

 

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