UBT Consultants & UPRs

Help Video

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 team-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

Having trouble using the search function? Check out this short video to help you search like a pro!

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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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Facilitation Skills Workshop (classroom)

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Course description

Participants will learn core facilitation practices and will practice these skills and receive feedback from instructors. The participants will determine how facilitation skills are used when leading a UBT.

Path to Performance

Level 3, 4, 5 

Duration

2 days

 

Who should attend

This course is intended for anyone facilitating unit-based teams. Job categories who should attend include physician, management, labor, unit-based team consultants and union partnership representatives.

Course requirements

None

Interest-Based Problem Solving (web-based)

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Course description

Interest-Based Problem Solving offers labor and management partners a method to solve problems using a non-adversarial process. This module guides the four-step interest-based problem-solving process and a simulation exercise that allows participants to practice the process.

Path to Performance

Levels 1, 2 

Duration

  • 30 minutes (online)

Who should attend

People engaged in problem solving at the unit-based team level up to regional Labor Management Partnership committees should attend this training, along with any union and management staff members working on issue resolution and corrective action. Job categories who can take this class are labor, management and physician members of a unit-based team, Labor Management Partnership and unit-based team consultants, improvement advisers and Union Partnership Representatives.

 

Consensus Decision Making (web-based)

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Course description

During this lesson, you will learn about effective decision-making techniques focusing on making decisions through consensus.

Path to Performance

Level 1, 2

Duration

30 minutes (web-based)

Learning outcomes

  • Overview of the elements needed in reaching a decision by consensus, what roles individuals, groups and standouts play.
  • Identify and follow consensus guidelines.
  • Gain an understanding on how to test for consensus.

Who should attend

Anyone seeking a basic overview and understanding of consensus and how the consensus decision-making process works. This includes labor, management and physician members of a unit-based team, Labor Management Partnership and unit-based team consultants, improvement advisors and union partnership representatives

Course requirements

Labor Management Partnership Orientation (LMPO)

Interest-Based Conversations and Reaching Consensus 

 

How-To Guide: Host a UBT Sponsor Summit

Consistent, visible sponsorship is one of the key elements in helping unit-based teams succeed. Sponsors support the work of the team, remove barriers when necessary, coach and mentor co-leads, and help connect their teams to the resources they need. 

 

Holding a UBT Sponsor Summit will help your facility's or region's sponsors get the tools and information they need to be strong sponsors. 

 

This guide will help you plan a successful, productive summit. 

Embracing Change Helps Team Save Thousands of Dollars

  • Reviewing the Emergency Department’s patient intake procedure and documenting the number of forms used
  • Brainstorming ways to reduce multiple forms and frequency of contact between clerks and patients
  • Educating clerks and staff on the new technology, including the use of electronic signature pads

What can your team do to leverage technology to save money and improve the patient experience? What else could you do to help keep KP affordable for our member and patients?

 

Better Coordination Spells R-e-l-i-e-f for Telemetry Team

  • Reviewing the department budget and using performance improvement tools to determine the causes of overtime
  • Revamping the department workflow and coordinating with each other to schedule a relief RN to cover those on break
  • Educating and reminding staff about the importance of clocking in and out on time
  • Encouraging nurses to notify their managers two hours before the end of shift if they expect to work overtime.

Humans of Partnership:

Labor Management Partnership 20th Anniversary Logo

Twenty years ago, I was in the fifth grade pretending to be a Power Ranger!!! I always knew I wanted to do something medical related or something that involved teaching people. As a senior UBT consultant, I get the best of both worlds. I can help improve health care while teaching my peers about the LMP. The LMP has helped many people to understand their role here at Kaiser Permanente. It helps the front line to develop their leadership skills and really take ownership and accountability over how their department performs. It’s empowering to know that this model not only improves the member experience, but also helps to grow and nurture future leaders.

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A Dose of Fun

Deck: 
Co-leads use laughter to help their team—and themselves

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When Terri Imbach, Family Practice manager at Mt. Scott Medical Office in the Northwest region, and labor co-lead Christina English, a licensed practical nurse and a member of SEIU Local 49, began to work together as UBT co-leads several years ago, they knew they needed to shake things up with the department’s unit-based team. 

The staff worked hard to meet the demanding needs of the fast-paced medical office, but morale wasn’t great—and team members weren’t taking ownership of improvement work. UBT meetings were poorly attended and often turned into complaining sessions.  

The co-leads’ first move was to go to UBT training classes together. That experience gave them an idea for their next move—which was to shake things up between the two of them by stepping away from work and getting to know each other outside the office. 

“Getting out of the work environment is a good way to get away from the stress of the department,” explains English. This mindset set the tone for how they would operate together and helped them sustain a good relationship over time.

The co-leads also adopted “fun” as part of their regular UBT agenda, and meetings now are attended by nearly 100 percent of the staff.  

“We think of fun ways to get to know each other in and out of the office, and we work to include fun elements in all of our meetings,” Imbach says. During the holidays, team members played relay games at their UBT meeting, and they participated in a fundraiser for a local youth organization that included playing basketball on donkeys. 

The creative energy of the co-leads has helped engage all 40 members of the Level 5 team, who are juggling more than a dozen quality projects. 

“Team members step up to take on projects now,” English says, “and there are friendly competitions to meet our goals.”

 

Listening Is Key for Audiology Co-Leads

Deck: 
Appreciating each other’s different skills and background helps relationship sing

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“You have two ears and one mouth for a reason,” television’s Judge Judy frequently says, quoting an ancient Greek philosopher. “You should listen twice as much as you talk.” Successful co-leads realize that making a partnership work requires listening and learning from one another. 

Caroline Masikonde, RN, had been a management co-lead with the urgent care team at Largo Medical Center in the Mid-Atlantic States, an experience that helped her understand the importance of valuing her partner’s input. But when she accepted a new role as clinical operations manager in Northern Virginia Audiology in January 2016, she didn’t have any experience in audiology. So she’s relied heavily on her new labor co-lead, Lynn M. Reese, Au.D., a UFCW Local 400 member. Masikonde has learned why audiology UBT members escort patients outside (so they can try out new hearing aids in different conditions)—and her willingness to listen helped the co-leads bond quickly. 

“Lynn is very experienced,” says Masikonde. “I lean on her even now.” 

Reese, on the other hand, was new to the unit-based team structure, since the audiology UBT had just formed. That’s where Masikonde’s expertise came in. “We fit together pretty well,” says Reese. “Caroline is very open to listening and learning new things.”

Reese, too, expanded her knowledge, growing into an appreciation that she and Masikonde have equal say on what’s now a Level 4 UBT. “Everyone contributes,” says Reese. The ability to speak up led to Reese and the rest of the team requesting and receiving approval for an additional booth to test patients’ hearing. 

Relationship tested

Their new relationship was tested when a member—after waiting more than 12 weeks for a refund on a hearing aid that had cost more than $1,000—alerted them, loudly and angrily, to the problem. 

Instead of pointing fingers, UBT members figured out the issue: The refund request had to be processed through a department in Southern California, but the team had no way to follow up once the request was submitted. 

“This lady forced us to look at this and do better for our members,” Masikonde says. “It prompted us to come up with a better workflow,” and now the team has names and contact information for the people who work on the refunds.

“Even though it was a bad situation, she made us want to improve,” Reese says. 

Because the co-leads already were accustomed to relying on and listening to each other, they were able to quickly and calmly handle this tense situation with the unhappy member.

“We really learned our lesson,” Masikonde says. “Recently, we did a refund on a Monday—and by Friday, the member had the check. Lynn and I know our parts and do our dance.”

TOOLS

Word Jumble: Make It Last

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline employees, managers and physicians, as well as people who support unit-based teams

Best used:
Inject some fun into meetings with this word jumble that reminds players about the values of partnership. 

Related tools:

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