Pre-decisional Involvement Checklists
As Labor-Management relationships grow and representatives gain experience, the parties usually develop practices and processes that help them work together better. Sometimes, having checklists of steps to take, information to gather, participants to include, etc., can move things forward more smoothly, efficiently use resources, eliminate "surprises," and prevent the parties from missing something important.
If you think these checklists will be useful, use them as is or please feel free to revise, edit, add to, or otherwise adapt them to work for you in your labor-management relationship.
These checklists have been adapted from those used by Federal agencies and their union partners that have experienced successful PDI over a period of several years at both the national and local level. These include planning checklists for unions and management, checklists for notifying the other party of the PDI opportunity and for responding to the notification, and a checklist to help the parties manage expectations in their PDI. We hope these checklists will give you ideas that may help you with developing your own PDI process.