San Francisco Bay Area Council Officer Training vTools Voting Taylor Winship 201718 Santa Clara Valley Section Secretary taylorwinshipattnet January 27 2018 vTools Overiew vTools Voting vTools ID: 772366
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San Francisco Bay Area Council Officer TrainingvTools Voting Taylor Winship2017-18 Santa Clara Valley Section Secretarytaylor_winship@att.net January 27, 2018
vTools Overiew vTools VotingvTools Officer ReportingIEEE Event Finder vTools Events (Meetings) SAMIEEE January 26, 2018 Page 2 of 27 T Winship, 2017-18 SCV Section Secretary IEEE vTools
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 3 of 27 Voting Why Use It Who Uses It When to Use It How to Use It
It’s a professional approach to elections It’s a technological approach to electionsIt’s an easy way to manage elections: Manages open and close using dates providedLoads eligible voter list for you Shows openness & inclusiveness in management of OU Why Use vTools Voting January 26, 2018 T Winship , 2017-18 SCV Section Secretary Page 4 of 27
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 5 of 27 OU selects a Nomination/Election Committee Chair N/E Chair CANNOT be one of the people running for a chapter officer position N/E Chair uses vTools “Voting” to: Set up the electionManage the electionCollect election resultsWho Uses vTools Voting
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 6 of 27 When to Use It – Establish Dates Open election Close election New Officers in vTools To finish by Dec 1 => Notify OU ExCom => Add new Officers in vTools When to start recruiting candidates? Best Practice : always be doing succession planning! Work backwards
How to Use “Voting”January 26, 2018 T Winship, 2017-18 SCV Section Secretary Page 7 of 27 Items Needed for Election Candidates bios Candidate IEEE member numbers Election Open and Close dates
Voting January 26, 2018 T Winship, 2017-18 SCV Section Secretary Page 8 of 27 Voting Landing Page N/E Chair manages election
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 9 of 27 Voting – Ballot Dashboard
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 10 of 27 Voting – Ballot Dashboard SCV/SF/OEB Jt. Section Chapter, TEM14
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 11 of 27 Voting – Ballot Dashboard
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 12 of 27 Voting – Ballot Dashboard
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 13 of 27 Voting – Ballot Please enter ballot name Open ballot for voting Close ballot for voting Please enter voter instructions Positions and candidates Please select time zone
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 14 of 27 Voting – Add Candidates Allow write-in candidate for each position Add new candidate to Chair position Positions and Candidates
January 26, 2018 T Winship, 2017-18 SCV Section Secretary Page 15 of 27 Voting – Add Candidates
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 16 of 27 Voting – Add Candidates
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 17 of 27 Voting – Add Candidates
January 26, 2018 T Winship, 2017-18 SCV Section Secretary Page 18 of 27 Voting – Load Voter List 87
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 19 of 27 Voting
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 20 of 27 Voting – Vote Click on “Vote”
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 21 of 27 Voting – Vote Vote by clicking on checkbox next to candidate’s name
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 22 of 27 Voting – Vote
January 26, 2018 T Winship, 2017-18 SCV Section Secretary Page 23 of 27 Voting Landing Page At close of election, N/E Chair gets results
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 24 of 27 Voting – Managing Election
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 25 of 27 Voting – Managing Election View Results Export Results (CSV)
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 26 of 27 Voting – Managing Election
January 26, 2018T Winship, 2017-18 SCV Section Secretary Page 27 of 27 vTool Voting – Summary vTools “Voting” provides an easy, professional, and technol ogical way to perform OU elections Using vTools “Voting”, and specifically allowing write-ins, demonstrates inclusiveness and openness in the management of OUN/E Chair CANNOT be one of the people running for a chapter officer positionN/E Chair makes updates from election results Best Practices: Election should be completed by end of NovemberRecruit candidates early Always be doing succession planning