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How-To Guide: Equity, Inclusion and Diversity

A diverse and inclusive workforce reflects our communities and helps make Kaiser Permanente a better place to work and receive care.

Use the resources here to support, inspire and guide your work on unit-based team projects that foster equity, inclusion and diversity for each other, our patients and the communities we serve.

On this page, you will find:

  • Success stories
  • Best practices 
  • Team activities 
  • And so much more!

 

How-To Guide: Have Great Meetings

Well-run meetings keep members of unit-based teams connected. Employees, managers and physicians can share information and solve problems face to face.


Poorly planned or badly run meetings, on the other hand, waste participants' time and lead to frustration and cynicism.

 

This guide will help you plan and conduct meetings that build teamwork and help your UBT make improvements that benefit our members and patients. 

 
Laureen Lazarovici Wed, 07/19/2017 - 15:26
Hank Q1-2017 Laureen Lazarovici Wed, 03/08/2017 - 16:30
Creating a Process Map Beverly White Tue, 01/07/2014 - 10:33
not migrated
Tool Type
Format
Running Your Team
Keywords

Format:
PDF

Size:
Two pages, 8.5" x 11"

Intended audience:
UBT sponsors, consultants and co-leads

Best used:
This walkthrough will help your UBT understand a process map and use it identify all the steps in its workflow.

hank38_processmap

This two-page process map tool will help your UBT identify all the steps in its workflow.

Non-LMP
Tyra Ferlatte
Released
UBT Meeting Report-Out Paul Cohen Wed, 10/19/2011 - 16:59
DOC
not migrated
Meeting Report-Out
Format
Running Your Team
Keywords
Topics
Taxonomy upgrade extras

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
UBT co-leads and members or representative unit-based teams

Best used:
This template can help you keep team members informed of issues addressed at UBT meetings and collect feedback from those not present.

tips_UBT MeetingReport Form.pdf

One-page worksheet to help members of representative UBTs communicate with other team members.

Non-LMP
Released
UBT Kickoff Meeting Vaughn.R.Zeitzwolfe Mon, 07/25/2011 - 11:11
not migrated
UBT Kickoff Meeting key agenda elements
Tool Type
Format
Topics
Content Section

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.

This tool lays out all the key elements of a first UBT meeting for UBT co-leads as they jointly prepare the agenda.

Non-LMP
Tyra Ferlatte
For Team Process 1
Released
On-Boarding New Manager Co-Leads Vaughn.R.Zeitzwolfe Mon, 07/18/2011 - 11:49
not migrated
On-Boarding New Manager Co-leads
Tool Type
Format
Content Section

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Use this tool when a new management co-lead joins the team to accelerate the process of building a working relationship.

 

This tool will accelerate the process of building a working relationship between a new management leader, the union co-lead and the rest of the team.

Jennifer Gladwell
Tyra Ferlatte
For Leadership 1-5
Released
Checklist: Starting a UBT Vaughn.R.Zeitzwolfe Wed, 07/13/2011 - 15:32
not migrated
Checklist: Starting a UBT
Tool Type
Format
Content Section

Format:
PDF and Word Document

Size:
8.5" x 11"

Intended audience:
Co-leads

Best used:
This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful. Use when starting a new UBT to help form the new team. Review this checklist before you begin working with your team.

This checklist is a guide for you to chart your UBT start-up progress. It highlights the important components that must be identified and in place for a unit-based team to be successful.

Non-LMP
Tyra Ferlatte
For Leadership 1-2, Team Process 1, Use of Tools 1
Released
Developing Agreements With Key Partners Vaughn.R.Zeitzwolfe Fri, 07/01/2011 - 15:29
not migrated
Developing Agreements With Key Partners
Tool Type
Format
Content Section

Format:
Word document

Size: 
8.5" x 11" 

Intended audience:
UBT co-leads and sponsors

Best used:
Use this tool when you want to create a strong foundation with your key partners, co-sponsors and/or stakeholders to work together to improve organizational performance.

 

This tool helps you establish a relationship with your key partners, co-sponsors and/or stakeholders.

Non-LMP
Tyra Ferlatte
For Team Process 1-5, Sponsorship 1-2, Leadership 1-2
Released
Making Decisions in Partnership Kristi Mon, 05/31/2010 - 21:33
PDF
lmpartnership.org
not migrated
Tool Type
Format
Topics
Taxonomy upgrade extras

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline managers, workers and physicians

Best used: 
Follow these tips to work together in partnership on decisions.

tips_guidelines for making decisions in partnership

Eight factors to consider when making decisions jointly.

Non-LMP
Released