TOOLS
UBT Performance Tracking Tool
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
Use this tool while doing performance improvement work to track results in the intended area and across all areas over time.
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Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
Use this tool while doing performance improvement work to track results in the intended area and across all areas over time.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
Frontline employees, managers and physicians
Best used:
Share these tips on engaging and informing team members with your UBT on bulletin boards, in break rooms and in other staff areas.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
Help your team members stay on track in meetings and huddles with this worksheet to document the PDSA cycle for a performance improvement test.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This checklist can help co-leads include all the key elements of a first UBT meeting as they jointly prepare the agenda.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this template during meetings and as a reference after meetings to follow up with key decisions, action items and timelines, as well as when planning the next UBT meeting agenda.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda. Use when starting a new UBT and preparing for your first meeting.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
Use this tool to prepare for a coaching conversation and gain insight into specific coaching skills and techniques.
Format:
PDF
Size:
8.5" x 11"
Intended audience:
UBT co-leads
Best used:
When preparing for your UBT meeting, this checklist provides the key actions and strategies that need to take place during planning, opening, running and closing a meeting.
Format:
Word document
Size:
8.5" x 11"
Intended audience:
UBT members
Best used:
This worksheet will help determine data collection efforts and reporting to help teams decide whether the change was effective and whether there are barriers that need to be removed.
Format:
PDF (color or black and white)
Size:
8.5" x 11"
Intended audience:
UBT co-leads and sponsors
Best used:
Help your team manage change by understanding verbal and non-verbal cues that let you identify a stakeholder's readiness for change.