TOOLS
Meeting Planning
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool to plan an efficient meeting.
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Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool to plan an efficient meeting.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This tipsheet will help you garner feedback from meeting attendees to identify what processes worked well and what processes need improvement. This will help you make changes to ensure meetings run more efficiently.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool when scheduling and preparing for a meeting, to help you cover all the nuts and bolts.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
UBT co-leads can use this worksheet to help prepare and run a team huddle. Key information exchanges regarding performance improvement are one outcome.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBTs
Best used:
This template can be used during a team's first meetings to help create a charter, laying the foundation for its work. Co-leads can work on it ahead of time and present it as a straw design.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
Use this tool when completing a PDSA cycle so you will have a record of what you did, the information you studied and what you will use from your tests of change.
Format:
PDF and Word Document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This assessment tool helps leaders create a picture of how much their team members trust others and how confident they feel with their current work situation. Use this tool to see the levels of trust within your team.
Format:
Doc
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This tool teaches co-leads that each team member wants to be recognized for work that leads to performance improvement. After asking each UBT member to complete this questionnaire, you will be able to provide appropriate recognition.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool to determine and understand your own working style or to help those on your team understand their style.
Format:
Word document (color and black and white)
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool when planning a UBT meeting that will include a review of the Value Compass and where the team stands regarding its points.