Difficulty: Easy (dedicated time required for meetings)
Outcome: A pilot project team with marching orders
Time to Complete: Two weeks (to hold first meeting and develop work plan), then ongoing
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Create a Plan
Steps
Schedule meetings for the pilot project team.
At the team's first meeting, talk about the work to be done and establish team member roles and responsibilities.
This agenda may help you run the first meeting (1-page PDF; About PDFs), or create your own agenda.
Develop a work plan.
After the first meeting, draft the project team's plan, including deadlines. Use this form (1-page PDF; About PDFs) or one you develop.
Get input from the team before finalizing.
At the team's first meeting, talk about the work to be done and establish team member roles and responsibilities.
This agenda may help you run the first meeting (1-page PDF; About PDFs), or create your own agenda.
Develop a work plan.
After the first meeting, draft the project team's plan, including deadlines. Use this form (1-page PDF; About PDFs) or one you develop.
Get input from the team before finalizing.
What You Will Need
- Decision-making authority
- Time to prepare for and conduct first meeting
- Time to create the work plan
Resources
Follow this agenda (1-page PDF; About PDFs) or one you create to keep the first team meeting on track.
Use this form (1-page PDF; About PDFs) to develop the team's work plan, or create your own form.
Use this form (1-page PDF; About PDFs) to develop the team's work plan, or create your own form.
Where to Go for Help
These Family Practice Management articles about implementing change in the practice may prove helpful:
- Bowers KW, Robertson M, Parchman ML. How inclusive leadership can help your practice adapt to change. Fam Pract Manag. 2012;19(1)8-11.
- Safford B, Manning CA. Six characteristics of effective practice teams. Fam Pract Manag. 2012;19(3)26-30.
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