SECTION 4 COMPETENCY: Improving Performance UBT Performance Tracking Tool Purpose The Unit-Based Team Performance Tracking Tool provides a picture of how the UBT s actions impact overall performance. Experience has shown that when a team focuses its attention in one area, team members see improvements in multiple areas over time. Think of dropping a pebble into a lake and how that causes multiple ripples. For example, a team working on joint staffing improvements also may achieve improvements in attendance, service and the budget. Mutual acceptance, recognition and confidence in each other... Honesty and integrity in our dealings together... We must understand each other. Henry Kaiser, Kaiser Permanente founder The UBT Performance Tracking Tool provides metrics that many teams are using to track performance, identify and build upon baseline performance data, celebrate success over time and make improvements where necessary. Many of the metrics that appear on the performance tracking template are measured at different intervals: Service quality results are measured quarterly, attendance rates are calculated by pay period and People Pulse results are determined annually. Outcomes After completion of the UBT Performance Tracking Tool, UBTs will be able to track performance and identify areas of improvement. Instructions Complete this worksheet with your UBT members as you begin working together. Use this as a tool to track and measure performance and celebrate results. [ 4.18 ] www.lmpartnership.org Unit-Based Team Toolkit
ACTIVITY: UBT Performance Tracking Tool Department Information Unit name: Union lead name: Facility: Management lead name: Physician lead name: Location: Metric Baseline Target Jan Feb Mar Apr May Jun Unit-Based Team Toolkit www.lmpartnership.org [ 4.19 ]
Metric Baseline Target Jul Aug Sep Oct Nov Dec Instructions Baseline is the year-end data for the previous year. Use local targets for the current year. [ 4.20 ] www.lmpartnership.org Unit-Based Team Toolkit
Sample no. 1 Department Information Unit name: Union lead name: Facility: Management lead name: Physician lead name: Location: Metric Baseline Target Jan Feb Mar Apr May Jun Attendance Sick days per FTE (annualized rate) Overtime Missed Meals/Breaks POS Co-pay Collection Workplace Safety injuries per 100 productive FTE Service Quality % of Member Patient Satisfaction survey/ HCAHPS, as applicable In my work unit, we support each other to do our best work Employees in my work unit are involved in making decisions that affect our work Unit-Based Team Toolkit www.lmpartnership.org [ 4.21 ]
Sample No. 1 (continued) Metric Baseline Target Jul Aug Sep Oct Nov Dec Attendance Sick days per FTE (annualized rate) Overtime Missed Meals/Breaks POS Co-pay Collection Workplace Safety injuries per 100 productive FTE Service Quality % of Member Patient Satisfaction survey/ HCAHPS, as applicable In my work unit, we support each other to do our best work Employees in my work unit are involved in making decisions that affect our work [ 4.22 ] www.lmpartnership.org Unit-Based Team Toolkit