Format:
PDF

Size:
8.5” x 11” (landscape)

Intended audience:
UBT consultants, public affairs staff, regional and facility-level LMP staff, and others involved in planning a UBT fair

Best used:
Rely on this six-month timeline to keep the planning committee for a UBT fair on track, with each category of tasks arrayed on overlapping bars. Print out and use this timeline when you begin planning your UBT fair and throughout your preparations to keep you on track for a successful event. Save it on your computer for access to the links to all the items in the “UBT fair in a box” toolkit on the LMP website. Use with the companion planning guide, which details individual tasks.

For more tools, please visit the How-To Guide: UBT Fair in a Box.

Format:
Excel spreadsheet

Size:
8.5" x 11" 

Intended audience:
UBT co-leads and sponsors

Best used:
This tool, developed by the Northwest region, can be adapted by other Kaiser Permanente regions to help team leaders and sponsors track team progress and tactics. Use it to report regular updates on team progress toward regional business goals.

Format:
PDF

Size:
8.5" x 11"

Intended audience:
UBT sponsors

Best used:
This checklist of essential tasks for UBT sponsors can help them up their game while supporting and advancing their teams.

Format:
Word document

Size:
8.5" x 11"

Intended audience:
UBT co-leads

Best used:
Help new members feel like part of the team by following this checklist. 

Format:
Word document

Size:
2 pages, 8.5" x 11"

Intended audience:
UBT co-leads and members

Best used:
Communicate key messages from team meetings to stakeholders who were unable to attend, and document the communication of the messages.

Format:
Doc

Size:
8.5" x 11"

Intended audience:
UBT teams and co-leads

Best used:
SBAR (pronounced S-BAR) is a structured communication technique that provides important information concisely. Use this tool in the following situations: You want an action to be considered or taken; there is key information to share with another individual, such as during change of shift; or you want to escalate a concern.

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:
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.