Performance Improvement

How to Prioritize Team Goals

Submitted by Paul Cohen on Fri, 09/16/2011 - 16:32
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sty_prioritization matrix.doc
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A unit-based team consultant explains a simple tool used to help teams set priorities.

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Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
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Companion piece to a one-page ppt form
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What's your top priority?

UBT consultants, UBT co-leads and members can use this simple matrix to set performance improvement goals for the year. 

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How to prioritize team goals
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Tool helps teams rank projects for most impact
Story body part 1

Successful unit-based teams take on multiple goals on the Value Compass, get results and move on. But focusing on the right goals—and not getting lost in the process—can be a challenge. Fresno Medical Center, which reports the highest percentage of high-performing UBTs in all of Kaiser Permanente, has developed tools to help teams set priorities. The prioritization matrix, a tool used in performance improvement, is part of a four-step process.

•   Step 1: Identify improvement opportunities with the team. Develop ideas with the help of the team sponsors or UBT consultants, and pay special attention to your Performance Sharing Program (PSP) goals.

•   Step 2: Use the Project Prioritization Matrix to determine project priority.

•   Step 3: Enter project data into UBT Tracker.

•   Step 4: Share project information with the UBT consultant or union partnership representative, who can connect the team with other resources, including “affinity groups” working on similar goals.

“It’s a very simple process that helps teams focus and know why they’re doing what they’re doing,” says Fresno’s Navneet Maan, a UBT consultant.  

“Teams can work through this process during their regular meetings,” she adds. “The project selection becomes a more transparent process, and the tool helps align their work with regional goals that will make a difference to members and patients.”

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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
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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"
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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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UBT Fair Passports

Submitted by anjetta.thackeray on Sun, 08/14/2011 - 22:31
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Keywords
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tool_UBT Fair Passports

This Word document contains passports to be used to engage unit-based team fair attendees.

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Will link to other materials in UBT Fair in a Box.
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UBT Fair Passports

Format:
Word documents, 1 page each

Size:
8.5" x 11"  

Intended audience:
Frontline teams, managers, sponsors, physicians and guests to use at UBT fairs to ensure they learn about the successful practices of several teams

Best used:
Download and hand out these passports at your UBT fair to ensure participants visit several teams (passports come in a six-team and a four-team version). Teams presenting at the fair can mark off participants’ passports with a pen or colorful sticker. Participants can redeem the passports for snacks or giveaways. Also use the passports as tickets for raffle drawings at your event.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

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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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Hawaii UBT Cuts Costs, Clutter

Submitted by Shawn Masten on Mon, 08/08/2011 - 13:24
Region
Tool Type
Format
ppts_cutting_cost_clutter_or

One-page slide showing how an ambulatory surgery recovery team improved costs and clutter in the operating room

Non-LMP
Tyra Ferlatte
Tool landing page copy (reporters)
Hawaii UBT Cuts Costs, Clutter

Format:
PowerPoint slide

Size:
8.5" x 11"

Intended audience:
Frontline teams, managers, sponsors, physicians

Best used:
This one-page slide shows how an Ambulatory surgery recovery team in Hawaii saved nearly $10,000 per month by reducing duplicate and overstocked supplies in the Moanalua Medical Center operating room. Include in meetings or presentations as an example of UBT performance improvement.

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3 RIM Questions for Success

Submitted by Vaughn.R.Zeitzwolfe on Wed, 08/03/2011 - 16:05
Tool Type
Format
Content Section

This tool helps UBT members identify what they want to achieve from their improvement work, using the three fundamental questions of the Rapid Improvement Model (RIM).

Non-LMP
Tyra Ferlatte
For Use of Tools 2-4
Tool landing page copy (reporters)
RIM helps members identify their improvement work goals.

Format:
Word

Size:
Two pages, 8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool for process improvement work, using the three fundamental questions of the Rapid Improvement Model. Help team members name their improvement goals, decide what measures they will use to determine whether there is improvement and identify changes they can make to lead to an improvement.

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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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Daily Huddles

Submitted by Vaughn.R.Zeitzwolfe on Tue, 08/02/2011 - 15:47
Tool Type
Format
Content Section

This tool will help UBT co-leads prepare and run a daily huddle with their team. When using this tool to prepare and guide UBT huddles, the co-leads can relay key information and capture key data regarding ongoing UBT performance improvement work.

Non-LMP
Tyra Ferlatte
For Team Process 1-5
Tool landing page copy (reporters)
Daily Huddles

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
UBT co-leads can use this worksheet to help prepare and run a team huddle. Key information exchanges regarding performance improvement are one outcome.

 

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Value Compass

Submitted by Vaughn.R.Zeitzwolfe on Tue, 07/26/2011 - 11:56
Tool Type
Format
Content Section
tool_Value Compass Activity

This activity provides an opportunity for a unit-based team to analyze the Value Compass to determine why its work is important and to identify where the unit stands regarding the points on the compass in comparison with where it needs to be.

Non-LMP
Tyra Ferlatte
For Goals and Performance 1-4
Tool landing page copy (reporters)
Value Compass

Format:
Word document (color and black and white)

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when planning a UBT meeting that will include a review of the Value Compass and where the team stands regarding its points.

 

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PDSA Project Map

Submitted by Vaughn.R.Zeitzwolfe on Mon, 07/25/2011 - 14:39
Tool Type
Format
Content Section

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.

 

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