Value Compass Concepts

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TOOLS

Powerpoint: Busy Call Center Boosts Morale With Fun

Format:
PPT

Size:
1 Slide

Intended audience:
LMP staff, UBT consultants, improvement advisers

Best used:
This PowerPoint slide highlights a call center team that improved employee morale with fun, healthy diversions. Use in presentations to show some of the methods used and the measurable results being achieved by unit-based teams across Kaiser Permanente.

Related tools:

Beyond 'Teamwork'

Deck: 
Teaming as the essential skill for innovation, learning

Story body part 1: 

“Team” is a noun. “Teaming” is a verb, defined by the woman who coined it as teamwork on the fly, coordinating and collaborating across boundaries, without the luxury of stable team structures.

That woman, Harvard Business School Professor Amy Edmondson, talked to the 2012 Union Delegates Conference about why teaming is such a crucial skill, especially for those in health care settings where work is complex and unpredictable.

“In health care, many times people are interacting with each other in an emergency room, for instance, now, for five minutes, but they don’t know each other,” says Edmondson. “The catch is we have to act as if we trust each other…because we often don’t have the luxury of having a lot of time to get to know each other.”

A “team” is a static, stable entity. But, says Edmondson, “In health care, if we wait until we have the perfectly designed ‘team,’ the moment has passed. We have to get together quickly, do what needs to be done, and then disband and do other things.”

In the absence of long-term work relationships, Edmondson says allegiance to an organization with a compelling vision can be the glue that holds these teams-on-the-fly together. “There is the pride in working for KP,” for instance, she says. “That is a real bond.”

Looking at the performance improvement work of unit-based teams at Kaiser Permanente, the principles of teaming still apply. While not as fluid as an emergency room, UBTs still see plenty of flux. Just think about the manager that gets promoted or retires, or the labor co-lead who rotates out of that role. The team has to be able to keep focused on improving performance even as the cast of characters changes.

UBTs can be stable teams that do great work. They are a very powerful tool,” Edmondson says. “And yet, I also want people to be able to quickly get up to speed, do what needs to be done with other people in the absence of those stable structures.”

A UBT needs to be a scaffold that is strong enough to withstand the flux, says Edmondson.

“If there is clarity about what the structure looks like—independent of the people who are in that structure—you are better off,” says Edmondson, a point explored in research she’s conducted with Harvard colleague Melissa Valentine. “We won’t always have the same human beings in those roles, but the roles are reasonably static.”

Behaviors that support teaming

  • Speak up: ask questions, acknowledge errors, offer ideas.
  • Listen intensely.
  • Integrate different facts and points of view.
  • Experiment: take a step-by-step approach, learning as you go.
  • Reflect on your ideas and actions.

 

You Gotta Learn

Deck: 
A psychologically safe environment is essential to teamwork and innovation

Story body part 1: 

The theme of the 2012 Union Delegates Conference was “You Gotta Move”—and Amy Edmondson’s advice for the delegates was “you gotta learn.”

The Harvard Business School professor studies what she calls “learning environments.” To support innovation and teamwork, it’s essential the Labor Management Partnership and unit-based teams foster learning environments throughout Kaiser Permanente.

Imagine the ideal learning environment: People feel free to take risks. They feel psychologically safe. They believe they won’t be punished or humiliated for speaking up with ideas, questions, concerns or mistakes. “Without that kind of psychological safety, it’s very hard for an organization to learn,” says Edmondson.

Now imagine the opposite of a learning environment, one where no one speaks up. “Nobody ever got fired for being silent,” says Edmondson. “And yet many bad things happen as a result of silence. Silence is a strategy for individuals to stay safe, but not necessarily for patients to stay safe or for organizations to stay vibrant.”

Creating a learning environment is up to leaders—to those people with influence, whether or not they have a formal leadership role.

“Leaders have to go first,” Edmondson says. They “have to be willing to ask questions themselves, invite participation, acknowledge their own fallibility, and to explicitly state we don’t know everything yet.” These behaviors help an environment where others can take the risks of learning.

But, she cautions, “The learning environment doesn’t live at the ‘organization’ level. For the most part, there are pockets of learning environments.…In a large, complex system, answers don’t come from central headquarters or the CEO. The answers come from the people at the front line doing the work.”

A labor management partnership like the one at Kaiser Permanente “is an important foundation” for building a learning environment, says Edmondson. “A true partnership is completely consistent with the context for mutual learning.”

Both management and union UBT co-leads can help create a learning environment by articulating the unit’s or department’s purpose and goals “in a meaningful way that touches hearts and minds, that motivates and encourages,” she says.

They can—and must—also reduce the fear people experience that makes them reluctant to speak up. The LMP helps develop and support people, helping them be their best and most courageous, Edmondson says.

Workflow Helps Patients Control Blood Pressure

Deck: 
Team went "all-hands" to keep hypertension in check

Story body part 1: 

The Largo Medical facility had 11,400 members with uncontrolled blood pressure, which represented the highest percentage in the Mid-Atlantic States region.

Largo’s Adult Primary Care department, with its diverse team of nurses, physicians, certified nursing assistants, nurse practitioners, pharmacists and receptionists, wanted to see who was slipping through the cracks in terms of blood-pressure management—and why.

And for good reason.

National studies show that for every 36 patients with hypertension whose blood pressure is brought under control, one life is saved from a heart attack or stroke.

The team decided to take action against the care gaps by following up machine blood pressure readings with manual readings. They sent the patients with repeat high blood pressure readings to a nurse practitioner or pharmacist for further treatment or counseling.

For the CNAs, they provided tips on better techniques for taking blood pressure to get accurate readings. To reach more patients with chronic hypertension, the team increased outreach calls for each receptionist to an average of 20 names each week.

But they also added reward to the work and posted weekly certificates acknowledging staff members who were the highest performing or most improved in number of outreach calls and number of blood pressure checks.

“Our approach is to address every elevated blood pressure at the point of contact in all clinical areas,” says management co-lead Cynthia K. Fields, RN, clinical operations manager. “The all-hands-on-deck approach is the key to our success.”

In four months, the team exceeded its goal with 73.6 percent of hypertensive patients with blood pressure under control.

“The providers and staff know that they work hard every day,” says Cynthia O’Brien, nurse practitioner, labor co-lead and union shop steward. “But transparent data showing improvements week by week allowed them to see the fruits of their labor.”

The team also began spreading successful practices to the specialty departments within the Largo Medical Offices so when patients have appointments there, they will get their blood pressure checked and managed.

As part of their efforts, the team ensured no patient with a repeat high-blood pressure reading left the facility without a plan of care based upon individual needs. The improved workflow also improved communications and morale. 

For more about this team's work to share with your team and spark performance improvement ideas, download a PowerPoint.

 

TOOLS

PowerPoint: The Power of Teaming

Format:
PPT

Size:
11-slide deck

Intended audience:
Sponsors, UBT co-leads, trainers, facilitators, stewards

Best used:
Harvard Business School Professor Amy Edmondson delivered this presentation, "The Power of Teaming," at the March 2012 Union Delegates Conference to explain her research on how nimble, successful organizations and projects increasingly rely on teaming rather than stable, unchanging teams. She demonstrates how leaders can create a culture of teaming by fostering psychologically safe learning environments where innovation can flourish. Use to help build a culture of teaming, or "teamwork on the fly," and foster productive collaboration among UBTs and across departments.

Related tools:

TOOLS

10 Essential Tips for Copay Collection

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Unit-based team co-leads and members

Best used:
Hang this sheet sharing tips to increase copayment collection, generate revenue and increase KP affordability on bulletin boards and use it to start a team meeting discussion.

Related story: How Anaheim Admitting Team Increased Copay Collection

 

Related tools:

TOOLS

Poster: Transporting Patients on the Fast Track

Format:
PDF (color and black and white)

Size:
8.5” x 11”

Intended audience:
UBT members, co-leads and consultants

Best used:
Posted on bulletin boards, in break rooms and other staff areas, t
his poster highlights a transport team that improved turnaround times.

 

Related tools:

TOOLS

10 Essential Tips for Reducing Wait Times

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Unit-based team co-leads and members

Best used:
Use this tipsheet as a starting point for team discussions and brainstorming ways to cut wait times and increase patient satisfaction. Post on bulletin boards and discuss in team meetings.

 

Related tools:

TOOLS

PowerPoint: Contagious Commitment to Change

Format:
PowerPoint

Size:
42-slide deck

Intended audience:
Those interested in learning what a top health care innovator has learned from her work in Great Britain's National Health Services (NHS) system.

Best used:
The slide deck was presented by Helen Bevan, chief of service transformation at the NHS Institute for Innovation and Improvement, the largest government-sponsored health care system in the world. Use to educate staff members, managers and physicians on how to motivate change.

Related tools:

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