1. Creating Capacity to Lead Improvement
Kim Petty
Senior Managing Director
Experience Innovation Network
“As we’ve seen, data drives improvement, and so our first step as UBLTs is to build a baseline. We’ve found the best place to start is with Engagement data”
Note: Starts with engagement – introduce Pulse and employee engagement survey results – baseline data, inform on ongoing engagement improvement activities and available resources…(impact planning)

2. Attributes of Successful UBLTs1
Mutual respect and recognition of each other's valuable knowledge and skills 2
Joint strategic agenda and accountability for performance goals, whereby disagreements occur privately, but in public the UBLT speaks with one voice 3
A clearly defined operating rhythm and communication process 4
Clear ownership and championing of key initiatives based on individual capabilities and strengths
Be prepared to discuss measures of success (clinical outcomes, engagement, operation, etc.)
11/9/2018
[ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

3. Mutual Respect of Knowledge and Skills1
Mutual Respect of Knowledge and Skills
Performance Improvement
Staff/Provider Engagement
Data-Driven Project Management
Goals and Accountability
Collaborative Culture
Joint oversight of both physician and nursing performance
Joint establishment of clinical and functional protocols and "evidence based" practices
Joint oversight of the operational plan and budget
Joint oversight of supply chain management and inventory
Joint peer review and performance improvement activities
Joint modeling of effective collaborative culture, communication and conflict resolution
Clinical Standards
Align / Quality / Experience Improvement
Compliance
Service Line Development
Champion Implementation of Experience Improvement Solutions
Relationship-based Care
Encourage front-line physicians to lead
Convey experience gaps and resource requirements to senior administrators
Promote accountability for results

4. A Joint Strategic Agenda and Goals2
Goals
Quality
Safety
Operations
Experience
Levers
Infection Prevention
Falls Prevention
Door to Doc
Communication
Teamwork / PI
Tactics
Lean
Experience Mapping
Leader Rounds
Relationship Based Communication

5. Operating Rhythm and Communication Process3
Frequent Team Huddles
Weekly meetings with key unit leaders + partners (established)
Monthly UBLT meetings
Outcomes
Tactics
UBLTs
Strategy

6. Clear Ownership of Key Initiatives4
Initiative
Owner
Status
Goal
Redesigned Stroke Protocol
Leadership Rounds
Falls Prevention
Multidisciplinary Rounding …

7. Things to Consider – Common Pitfalls
Failure to truly build relationship and work collaboratively
Breakdown of communication, either in terms of amount or quality
Undermining the unit-based leader by communicating disagreement or blame
Failure to align the UBLT goals and projects with existing strategic priorities + projects
Inability to energize front line teams to own and accelerate improvement

8. In Your Data Packet… Leadership Guide Unit/Practice-Specific Data
CPI Partners Contact Info
UBLT Leaders Contact Info

9. Aligning to Deliver – UBLT Planning Breakout
Step
Activity
Duration (Mins) 1
As a UBLT review, discuss, and complete:
Statement of Intention
Roles & Responsibilities matrix
Compact 20 2
Large Group Discussion 10

10. UBLT Implementation Schedule
Format: Three in-person meetings including all members of UBL teams:
Session 1: Unit-based Leadership Kick-off Retreat
Session 2: Change Management to Align Quality, Safety, Operational and Experience Improvement
Session 3: Driving Sustainability, Boosting Engagement and Hardwiring Outcomes
Session 1: Unit-based Leadership Kick-off Retreat
Session 2: Change Management Techniques
Session 3: Driving Sustainability, Boosting Engagement and Hardwiring Outcomes