Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams This material (Comp17_Unit3) was developed by Johns Hopkins University,

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Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams This material (Comp17_Unit3) was developed by Johns Hopkins University, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number IU24OC

Initial Tools for Teaming: Ground Rules & Action Plans for HIT Teams Learning—Objectives Create and describe SMART ground rules. Develop and refine a team action plan. Establish ground rules and an initial action plan for an HIT team. 2 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Team Member Expectations and Ground Rules Coach John Wooden’s six rules for team building 1.Sprit and morale, find and grow 2.Spot good & not so good competitors 3.Find the troublemakers and deal with them 4.A fair chance & opportunity are deserved by all 5.Fight, determination, courage, and desire – find & reward 6.A good attitude & cooperative nature – find & nurture (Wooden, J, 2007) 3 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Setting Team Ground Rules Ground rules should focus on three elements: Tasks—Expected activities and deliverables for the team Process—How the activities will be carried out Norms—Ways in which team members will interact with each other 4 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Setting Team Ground Rules Ground Rule Basics Clear Concise Consistent Agreed to Followed Reinforced Updated 5 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Setting Team Ground Rules Overall team-based aspects Clear Concise Consistent Process monitoring aspects Agreed to Followed Reinforced Updated 6 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

SMART Ground Rules Ground rules should be written to be: S pecific M easurable A ttainable R elevant T imely (Time Bound) 7 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

General Team Rule Examples 1.Project objectives are measurable and can be achieved in the short term. 2.Project work plan and implementation plan are clearly defined. 3.The problem is studied before a solution is created. 4.Meeting minutes are posted and feedback is provided. 5.Skeptics are involved on the team. 6.Team members communicate daily with each other. 8 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Why Create an Action Plan? “By failing to prepare, you are preparing to fail.” Attributed to Benjamin Franklin (ThinkExist) 9 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Action Plan Preparation Clearly define goal(s) or mission. Clearly define parameters/scope Define what is out of scope Ask: –Who –What –Where –When –Why –How 10 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Action Plan Example 11 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Work Breakdown Structure 12 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

GANTT Chart 13 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

PERT Chart 14 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Teams, Tools, & Structure Documentation –Like an immunization – good for you, but few enjoy it Action Plan –Touchstone that guides –Important accountability element Meeting agendas & meeting minutes Do it digital (if you can) – distributed teams 15 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams—Summary Now that you have learned about Ground Rules & Action Plans for HIT Teams, you should be able to: Create SMART ground rules. Develop a team action plan. Use other tools for teams. 16 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Initial Tools for Teaming: Ground Rules & Action Plans for HIT Teams—References References Crow K. Team Ground Rules. DRM Associates Available from: solutions.com/groundrules.htmlhttp:// solutions.com/groundrules.html Franklin, B. Quote attributed to Benjamin Franklin. Available from: Harrison K. Key insights into implementing PR plans. Available from: Setting Team Ground Rules. University of Minnesota, Office of Human Resources Available from: Wooden J. The Essential Wooden McGraw Hill. Images Slide 3: Picture of sports team. Image courtesy of dcjohn’s photostream. Available from Slide 4: Rural healthcare team. Image courtesy of Dr. Patricia Abbott Slide 9: A picture of a statue of Benjamin Franklin. Image from Thisisbossi's photostream. CC BY-NC-SA 2.0.Available at: Slide 10: Three question marks. Image created by Hopkins staff. 17 Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams

Initial Tools for Teaming: Ground Rules & Action Plans for HIT Teams—References Images Slide 11: Action plan example. Image created by Hopkins staff. Slide 12: Work Breakdown Structure. Image extracted from Systems Engineering Fundamentals. Defense Acquisition University Press, Creative Commons: Mdd. Permission: PD-USGOV.Available from: Slide 13: Gantt Chart. Creative Commons: Gavin White. Available from: Slide 14: PERT Chart. Creative Commons: Dbsheair. Wikipedia. Available from: Slide 15: A toolbox. CC BY-NC-NC-SA 2.0 by Zak Hubbard. Available at: Health IT Workforce Curriculum Version 3.0/Spring 2012 Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams