BLT Manual

DEFINED ROLES & RESPONSIBILITIES

Roles

Before Meeting

During Meeting

After Meeting

Sets the team vision and facilitates identification of priorities Develops meeting agenda Establishes expectations and accountability Works with Data Analyst to determine data to review Shares meeting minutes/agenda with the team

Starts meeting on time Manages “flow” of the meeting Prompts team members with problem-solving protocols, consensus building protocols, conflict resolution protocols Makes final decisions based on group consensus Determines date, time, and location of next meeting Is an active participant in the meeting Records discussion, decisions, and tasks in meeting notes Asks for clarification of tasks/decision, as necessary Is an active participant in the meeting Leads discussion of potential new problems Responds to questions about data; produces additional data on request (e.g., additional Drill Down Reports) Is an active participant in the meeting

Allocates resources to support priorities Ensures that follow-up actions are completed Completes assigned tasks Checks in on progress of team members’ assigned tasks

Administrator

Cleans up meeting minutes Disseminates meeting minutes to the team within 24 hours Completes assigned tasks

Note Taker

Reviews data and defines potential new problems with precision (What, Who, Where, When, Why) Gathers/organizes data on previously-defined and/or potential new problems Reviews data on previously defined problems (i.e., frequency/rate for most recently completed calendar month, direction of change in rate since last report, and relationship of change to goal) Prepares graphs for sharing at meeting Asks Facilitator to add potential new problems to agenda for meeting

Completes assigned tasks

Data Analyst