Unit-based team concepts

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How to Find UBT Basics on the LMP Website

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LMP Website Overview

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How to Find How-To Guides

This short animated video explains how to find and use our powerful how-to guides

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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. 

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How to Use the Search Function on the LMP Website

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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. 

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12 Tips for Building Your Team

Deck: 
Take one action for every month of the year

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Want to take your team to the next level? Make good things happen for yourself, your co-workers and your members and patients? Collaboration is one of the four critical skills needed to meet future challenges with ease. Use these 12 team-building tips to make every month count in 2018.

1. Par-tay

Celebrate your team’s successes and acknowledge — even celebrate — failures. Failures are great opportunities for learning if you focus on where the process (not the person) needs improvement. After each test of change, recognize and reward contributing team members at huddles and meetings. Use small wins to keep the momentum going.

2. In and out

Help employees track their sick days and time off by printing out and distributing our colorful, always popular attendance calendar.

3. Follow the money

Learn your department’s budget as a team and get everyone’s ideas on how to reduce costs. Sign up for a business literacy training. 

4. Track it in tracker

Document your team’s work regularly, accurately and concisely in UBT Tracker. It will let others see and learn from your team’s accomplishments.

5. Stop the line

Ask for help or call a stop to the work when you see an imminent danger or need help to safely complete a task. Then look for system improvements and root causes of problems — ask not just what happened, but why.

6. Grow leaders

Rotate responsibilities for leading meetings and managing improvement projects among all team members. This will build your team’s skills and strengths.

7. Two words

Huddle daily. It works. Watch the video “Huddle Power” and use the tools there to get you started huddling with your team.

8. Clean up your act

Become supply savvy. Make a full assessment of supplies — track inventory, tidy up storage areas and streamline ordering. Simple changes can save thousands of dollars. Download our 6S tool to make this work a snap. 

9. Take a (waste) walk on the wild side

Perform a waste walk. Impartially observe a work area or work process to identify waste or inefficiency. Get walking with our online Waste Walk toolkit

10. Save a tree

Go paperless. Don’t print out agendas and documents. Send them out via email or use a projector instead.

11. Get online

Help patients sign up on kp.org. Remind them they can securely view their medical records and most lab results, email their doctors, schedule appointments and refill prescriptions online. Bonus tip: Encourage tech-savvy members to download the kp.org app so they can access these features on their phones. Check out how one team got 90 percent of its patients signed up.

12. Spread and borrow

Did something work for your team? Spread the word to others. Need inspiration for your next improvement project? Look for other teams that have succeeded. Work with your UBT consultant or union partnership representative to spread your successes. Visit our Team-Tested Practices section to get ideas you can try with your team!

TOOLS

Unit-Based Teams Are Getting Results: 2018

Format:
PowerPoint

Size:
10 pages, 8.5" x 11"

Intended audience:
Unit-based team members, co-leads, sponsors and consultants; union and KP leaders

Best used: 
Share in presentations or team meetings to see successful practices from UBTs across Kaiser Permanente.

Related tools:

Business Literacy Series (classroom)

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Program description

The Business Literacy Series (BLS) is a highly interactive and engaging curriculum designed to educate frontline teams/departments about the business of Kaiser Permanente. These face-to-face courses encourage active learning through group activities. Courses may be delivered at a dedicated training session or be used as just-in-time tools at staff meetings, UBT meetings or brown bag sessions to meet the needs of each region, service area or medical center.

Scroll down for details on each course or download an at-a-glance description.

Path to Performance

Level 3

Duration

Each course runs between 45 and 55 minutes:

  • KP’s Integrated Business Model (IBM), 45 minutes
  • Revenue Expenses and Margins (REM), 50 minutes
  • Health Care Costs and Trends (HCCT), 55 minutes
  • External Measures of Success: How UBTs Can Influence KP’s Scores (EMS), 45 minutes
  • Our Unit-Based Team Perspective and People Pulse (UBTP), 45 minutes
  • A KP History Timeline (HT), 55 minutes

 

Who should attend

Job categories include labor and management members of a unit-based team.

Program requirements

It is recommended participants have completed their foundational LMP training for level 1 and 2 teams.

BLS series course objectives and learning outcomes

KP’s Integrated Business Model (IBM)

This 45-minute course explains KP's unique business model: Kaiser Foundation Health Plan, the Permanente Medical Group and Kaiser Foundation Hospitals (or locally contracted hospital services). At the end of this session, learners will be able to explain the competitive advantages of this model and the benefits to KP members.

Revenue, Expenses and Margin (REM)

This 50-minute course shows how our decisions and actions can influence the cost of care to KP members and patients. REM focuses on KP’s primary sources of revenue, and how revenues and expenses are allocated across the organization. Learners discuss factors that may lead revenues to rise or fall, and the need to have and meet a margin. At the end of this session, learners will understand the importance of participating in affordability projects.

Health Care Costs and Trends (HCCT)

This 55-minute course examines the financial challenges facing KP members who struggle to afford health care services. It addresses rising health care costs and current trends in today’s changing marketplace. Through video clips, group discussions and brainstorming, participants are encouraged to think about what they can do as individuals and unit-based team members to help improve operations and reduce waste. At the end of this session, learners will understand the need to play a role in improving the affordability of care.

External Measures of Success (EMS)

This 45-minute course shows the connection between the work teams do and the external measures used in the marketplace to evaluate KP’s success. The course offers an overview of key (publically reported) performance metrics, such as the Medicare Star Quality Ratings System, HEDIS (Healthcare Effectiveness Data and Information Set), CAHPS (Consumer Assessment of Healthcare Plans and Systems) and HCAHPS (Hospital Consumer Assessment of Healthcare Plans and Systems). Learners review case studies and KP service scores that are linked to UBT development. At the end of this session, learners will understand how their unit-based teams can influence these metrics and have a positive impact on KP’s external measures of success.

Our Unit-Based Team Perspective (UBTP)

This 45-minute course brings home the personal side of performance improvement. Participants discuss their experiences working in a unit-based team. Using selected People Pulse survey results and learning exercises, this course shows the benefits of UBTs as a business model. Discussions include how engagement in a UBT influences business performance and the work environment. At the end of this session, learners will be equipped and energized to be part of a high-performing team/department.

A KP History Timeline (HT)

This 55-minute course builds understanding of KP’s mission and accomplishments. It identifies key events that led Kaiser Permanente to its integrated business model and made us a leader in health care. It also reviews how our Labor Management Partnership has influenced KP’s development and strengthened KP and the unions. At the end of this session, learners will feel proud of their contributions to the health of our communities, and how to be effective ambassadors for KP.

FAQs

Q: Does my team need to complete all courses to fulfill requirements for business literacy?

A: Business literacy training requirements are determined by each region. For more details, connect with your corresponding unit-based team consultant or your regional LMP training office.

Q: What is the difference between the Business Literacy Series and some existing business literacy modules?

A: Click here for details.

Unit-Based Team Member Workshop (classroom)

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Course description

This course is designed to help frontline staff understand their role in a unit-based team

Path to Performance

Level 1

Duration

4 modules, approximately 1 hour each

Who should attend

This course is intended for KP employees who are represented by a union in the Coalition of Kaiser Permanente Unions

Course requirements

Labor Management Partnership Orientation (LMPO)

Team Leadership for Co-Leads (classroom)

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Course description

Team Leadership for Co-leads is designed to bring labor, management and physician co-leads together to facilitate conversations about the performance of their unit-based teams. The co-leads receive information about high-performing unit-based teams at Kaiser Permanente and then review a 360 feedback tool to use with their teams after the course. Participants will learn a basic coaching model and practice role playing UBT coaching scenarios. Participants also will learn the fundamentals of how people adapt to change, review a change management model for leaders, and make agreements on how to manage change in their role with their unit-based teams. In addition, participants will learn the fundamentals of Emotional Intelligence and how to use “EQ” when leading change.

Path to Performance

Level 3, 4, 5

Duration

8 hours

Who should attend

This course is intended for participants who are experienced co-leads of unit-based teams. Job categories who should attend union, management and physician co-leads.

Course requirements

 

Leading With Emotional Intelligence (classroom)

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Course description

This course recognizes emotional intelligence as a key skill to help lead teams through change and improvement. It teaches leaders specific competencies for managing their own emotions and the emotions of others, dealing with difficult conversations and facilitating difficult team issues that come with change.  

Path to Performance

Level 3, 4, 5

Duration

2 hours

 

Who should attend

This course is intended for unit-based team co-leads and members

Course requirements

Labor Management Partnership Orientation (LMPO)

Effective Stakeholding (classroom)

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Course description

This course is designed to improve the methods of a representative or “stakeholder” by providing tools and scenarios that will improve communication and teach how to manage issues.

Path to Performance

Level 2

Duration

8 hours

 

Who should attend

This course is intended for labor participants only. Job categories who should attend are labor (co-leads, stewards and sponsors).

Course requirements

Labor Management Partnership Orientation (LMPO)

Videos

Giving Team Members a Voice

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(2:54)

A Food and Nutrition team creates an environment where employees feel free to voice their opinions and ideas—and can expect action to be taken on their input.

Produced by Sherry Crosby
Videography by Paul Erskine
Edited by Sherry Crosby and Kellie Applen

 

Engaging Your Team for Success

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Rally your co-workers and have fun at the same time. This training offers ideas on making meetings interesting and productive.

Training description

Finding ways to involve everyone on a unit-based team can be tough, especially in large departments. This interactive workshop gives participants tips and tricks to engage co-workers in partnership work. Develop your leadership skills and have fun, too!  

Path to Performance

Levels 1—5

Duration

Usually 90 minutes, but this training can be customized to suit your team's needs.

Who should attend

This in-person training is for unit-based teams, LMP councils, units/departments, and other groups.

 

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