TOOLS
What Makes a Goal SMART?
Format:
PDF
Size:
8.5" x 11"
Intended audience:
Unit-based team members, co-leads and consultants
Best used:
Inspire team members to set SMART goals and avoid "not smart" goals in pursuing performance improvement.
Unit-based team concepts
Help Video
How to Find UBT Basics on the LMP Website
LMP Website Overview
How to Find How-To Guides
This short animated video explains how to find and use our powerful how-to guides
How to Find and Use Team-Tested Practices
Does your team want to improve service? Or clinical quality? If you don't know where to start, check out the teams-tested practices on the LMP website. This short video shows you how.
How to Use the Search Function on the LMP Website
Having trouble using the search function? Check out this short video to help you search like a pro!
How to Find the Tools on the LMP Website
Need to find a checklist, template or puzzle? Don't know where to start? Check out this short video to find the tools you need on the LMP website with just a few clicks.
TOOLS
UBT Project Prioritization Matrix
Format:
PowerPoint slide
Size:
8.5" x 11"
Intended audience:
UBT consultants, UBT co-leads and members
Best used:
This simple matrix helps teams set performance improvement goals for the year. Use as a working document in unit-based team meetings or training sessions.
Deck: Tool helps teams rank projects for most impact
Deck:
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.”
TOOLS
Redwood City UBT Improves Phone Service
Format:
PowerPoint slide
Size:
8.5" x 11"
Intended audience:
Frontline teams, managers, sponsors, physicians
Best used:
This one-page slide shows how the Oncology unit-based team in Redwood City boosted its low phone scores. Save on to your computer to include in meetings or presentations as an example of UBT performance around telephone service.
TOOLS
Poster: Wait Times Irritating Members?
Format:
PDF (color and black and white)
Size:
8.5" x 11"
Intended audience:
Frontline employees, managers and staff
Best used:
This poster, for use on bulletin boards in break rooms and other staff areas, features a surgery team that found a way to make waiting less painful.
TOOLS
UBT Fair Poster Template
Format:
Word document
Size:
8.5" x 11"
Intended audience:
Frontline employees and stakeholders
Best used:
Use this fill-in-the blanks template to promote your UBT fair. Fill out template and download customized poster or flier to hand out at meetings or post on bulletin boards. Add details such as day, time and location and any special guests and activities planned for the fair. Post fliers in breakrooms, union halls and other places where frontline employees gather.
For more tools, please visit the How-To Guide: UBT Fair in a Box.
TOOLS
UBT Fair PPT Template for Team Presentations
Format:
PPT, 11 slides
Intended audience:
Frontline staff, managers, and physicians; regional and facility leadership.
Best used:
Unit-based teams can use this PowerPoint template to share their successful practices at a UBT fair or other similar gathering. This is an alternative to creating a storyboard. The template guides teams to insert key information (such as SMART goals, small tests of change, metrics, and learnings) onto each of the 11 slides for a quick and easy way to create a presentation for a UBT fair or similar event.
For more tools, please visit the How-To Guide: UBT Fair in a Box.
TOOLS
UBT Fair Storyboard Instructions
Format:
PPT, 10 slides
Size:
8.5" x 11"
Intended audience:
Unit-based teams
Best used:
This presentation helps teams design, construct and display storyboards for a UBT fair.
For more tools, please visit the How-To Guide: UBT Fair in a Box.
TOOLS
UBT Fair Planning Guide
Format:
PDF
Size:
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.
TOOLS
UBT Fair Timeline and Checklist
Format:
PDF
Size:
8.5” x 11” (landscape)
Intended audience:
UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a UBT fair
Best used:
Rely on this six-month timeline to keep the planning committee for a UBT fair on track, with each category of tasks arrayed on overlapping bars. Print out and use this timeline when you begin planning your UBT fair and throughout your preparations to keep you on track for a successful event. Save it on your computer for access to the links to all the items in the “UBT fair in a box” toolkit on the LMP website. Use with the companion planning guide, which details individual tasks.
For more tools, please visit the How-To Guide: UBT Fair in a Box.
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