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Kaiser Permanente and the Coalition of Kaiser Permanente Unions
Path to Performance
Moving Along the Path
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Path To Performance
Moving Along the Path: Team Process Level 1 or Level 2 or Level 3
Requirements for a Level 1 or Level 2 or Level 3 UBT working on Team Process:
Level 1: Traditional; not much change evident
Level 1: Team meetings scheduled and/or first meeting completed
Level 2: Staff meetings operating as UBT meetings (no parallel structure)
Level 2: Co-leads jointly planning and leading meetings
Level 3: Team meetings are outcome-based; team members are participating actively in meetings and contributing to team progress and decision making
Level 3: Co-leads moving from direction to facilitation
Ways to Take Action Now
Get an overview
Learn the basics about making meetings work.
Checklist: Four Phases of a Meeting
How to plan, open, run and close your meeting.
Checklists for Running a Meeting
Run a meeting from start to finish.
Take the first step
Organize the UBT kick-off meetings.
Planning and Conducting the First Meeting
Co-leads: Get your plan on!
UBT Kickoff Meeting
Key agenda elements for UBT co-leads.
Practice and get better at planning and facilitating meetings.
Agenda Planning Template
Co-leads can plan ahead to ensure a productive meeting.
Find greater efficiency by following these planning tips.
Just the nuts and bolts: Phone jacks, flip charts, markers.
Planning a Meeting: Why and Who?
Clarify why you are having this meeting in the first place.
Meeting Sanity Check
How much can you reasonably accomplish in the time allotted?
Make it easy on yourself
Using templates and meeting report-out forms.
Meeting Agenda Template
Fill in this agenda for your team meeting.
Meeting Notes Template
Use this template to make taking meeting minutes a breeze.
Sample Meeting Evaluation Plus Delta
Find out what worked well—and what didn't go so well.
UBT Meeting Report-Out
Capture feedback and report meeting outcomes to your team.
Up and Running
Making the most of a good idea.
Don't Be Shy
A team spreads a proven practice and helps save lives.
The Three Cs to Success
Consistency, communication, collaboration bring better care.
Familiarize yourself with the training options available to your team.