Steward Skills Inventory

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1 Steward: Mentor: Facility: Department: Date was elected as a steward: Department Phone: Best number to be reached at: Work Schedule (if a regular one): Welcome SEIU-UHW Steward! Becoming a Steward is exciting and as many experienced stewards may tell you, overwhelming at first. The following inventory of Steward Skills will help you understand the different components to your new, Steward role. Here are some helpful guidelines on how to use your skills inventory guideline: Don t feel like you have to complete all these skills at once. The timeline should be anywhere from 3-6 months. You may not have the opportunity to complete all sections; completion is not a requirement, but an ideal. You will have a mentor/experienced steward assist you with these skills and offer helpful feedback. There should be two copies of the Skills Inventory, one for you and one for your mentor. For the Skills Inventory, at least one experience is necessary, but the real skill building comes with repeated experiences and exposure. 1

2 Level One: Blank Merit once complete Committed to regularly attend all Steward Council Meetings. Training Begin the completion of Core Steward Training Modules; and any other mandatory Trainings. Shadowed a steward in a walk-through in the facility. Investigation meeting: Observed meeting preparation with member (including possible investigation). Investigation meeting: Observed the investigation meeting and took notes. Observed debrief of an investigation meeting with member. After the investigation, observed the other Steward forming plans for the investigation process. Observed termination meeting with management. Observed the grievance writing procedure. Knows the information request process. Knows timelines and steps of the grievance process. Observed a steward settling an issue with management without having to use the grievance process. Any other exposure experiences not listed above? If yes, explain: Steward/Mentor Comments: 2

3 Level Two: Blank Merit once complete Training Has regularly attended training modules and any other mandatory trainings. Continues to regularly attend steward council meetings. Independently performed an Investigation from start to finish (Steward observed). Took notes at an investigation meeting and debriefed member (with the assistance of a Steward). Made a plan for an investigation. Independently performed an investigation from start to finish: (violation/discipline with the guidance of a Steward. Identified where to go in the Collective Bargaining Agreement (CBA) for articles/sections related to an issue. Wrote a grievance & mentor reviewed it before turning in (violation/discipline). Helped a steward identify items for an information request (violation/discipline). Identified if an issue is a grievance. Told a member they do not have a grievance and explained the appeal process. Created a case file on an issue. Knows the arbitration process. Any other exposure experiences not above? If yes, explain: Steward/Mentor Comments: 3

4 Level Three: Blank Merit once complete Did an investigation alone, from preparation to debrief. Any areas more experience needed? Wrote a grievance. (violation/discipline). Did a discipline grievance from start to finish. Any areas more experience needed? Did a violation grievance from start to finish. Held management accountable to grievance time-lines. Kept a grievance file organized. Wrote an information request Experienced Steward /Mentor taught New Steward about the on-line System and how to navigate around it. Steward received password: Organizing Observed leadership ID conversation for a department without a steward. Organizing Indentified an issue to organize an action around and help plan Organizing Discussed department issues with different members and plan resolutions Organizing Held a Union Membership Meetings in department Resolved an issue with management without having to use the grievance process. Communicated with grievant/member in a timely manner. Knowledge of what to do if a grievance has merit to go to arbitration. Documented verbal conversations/agreements with management. Any other exposure experiences not above? If yes, explain: Mentor/Steward Comments: 4

5 Level Four: Blank Merit once complete Training Facilitated council training on different Articles of the CBA. Educated members on finding CBA and related articles on their issues. Organizing Recruited/ID d leaders as potential stewards/leaders. Organizing Provided opportunities for education to members in a department membership meetings such as on contract education, labor law, FMLA. Organizing Led an action to resolve a workplace issue. Shadowed a Steward preparing for an Arbitration. Before a grievance goes to arbitration, ability to frame the choice between settlements or arbitration; and weigh the consequences of either action. Has multiple grievance files. Wrote and negotiated settlement agreements for grievances. Any other exposure experiences that are not above? Feedback? Questions? Any pieces of the grievance process that you would like more training/experience? Mentor Feedback: 5

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