Kaiser Permanente and the Alliance of Health Care Unions
LMPartnership.org

Tools

Meeting Notes Template

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Use this template to make taking meeting minutes a breeze.
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Planning and Conducting the First Meeting

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Co-leads: Get your plan on!
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PDSA Project Map

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Get your team on the same page using this tool.
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UBT Performance Tracking Tool

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Track your performance with this worksheet.
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Data Collection Planning Tool

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Know and collect your numbers.
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Leadership Success Factors

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Define your leadership gains.
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How Co-leads Help Their Teams Manage Change

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Form: Identify a stakeholder's readiness for change.
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Feedback Conversation

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Get the lowdown on feedback and next steps.
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UBT Consultant/Advisor Support Evaluation

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A tool for UBT co-leads
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Agenda Planning Template

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Co-leads can plan ahead to ensure a productive meeting.
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On-Boarding New Manager Co-Leads

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New co-leads won't want to miss this tool!
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Preparing the UBT for a New Manager Co-Lead

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A tool for building working relationships more quickly
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Unwritten Rules

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This is how it's done.
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Checklist: Starting a UBT

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Identify and chart important components.
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Coaching Conversation Model

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Go team! Use this tool to coach teams.
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Physicians on Unit-Based Teams

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Guide, support, nurture and sustain highly effective UBTs
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Physician Co-Lead Role as a UBT Member

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Physician Leaders on Unit-Based Teams

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Are you a doc? Here's what you need to know about UBTs.
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Eight Great Tips for Spreading the Word

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Keep your entire team up to date with these ideas.
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UBT Sponsorship

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Get the skinny on team sponsorship.
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Supporting UBT Co-Leads

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A checklist for sponsors
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Stakeholder Impact Questions

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What will your changes mean for others?
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Sponsor Behaviors Self-Assessment

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What's your current level of sponsorship behavior?
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Critical Sponsor Behaviors

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Improve your sponsor behaviors to help your team advance.
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