Training Breakout Session SVRS Conference for Wisconsin County Clerks May 4, 2005 – May 5, 2005

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks2 Welcome to the Training Breakout… ■Our objective for today is to share with you information on SVRS- related training and to answer any training-related questions you may have. ■Topics for Discussion: –Overview of Training –SVRS Application Training –Process and Policy Training –Preparing for Deployment –Logistics –Question and Answer

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks3 Training Overview ■To prepare municipalities and counties for SVRS, we are planning a comprehensive training program –Training Classes –Meetings and communications pre-training to ease you into training and to help you become familiar with key concepts –Training Manuals –Quick Reference Guides –Other support tools ■Training Classes –SVRS Application Training (hands-on computer training) –Process and Policy Training (discussion based) ■Training Schedule –Both types of training will be conducted in your region (perhaps multiple times in your region) to minimize travel –Training will be coordinated with the deployment schedule ■Application training will be approximately 1-3 weeks before go-live ■Process/Policy training will be approximately 1 month before go-live

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks4 Application Training ■SVRS application training will be rolled out in two phases (Introductory and Advanced) –2 days of Introductory training will consist of Basic Concepts, Navigation and Voter Registration –2 days of Advanced training will consist of Election Management functions –Users will participate in practice period following Introductory and Advanced training, allowing time to practice before going live in the new SVRS ■Training will be conducted by SEB training teams. A training team will perform onsite support as required ■Each training session will consist of 16 users and 2 instructors targeting a Student/Instructor ratio of 1:8 ■Training will be conducted in the 12 regional locations ■SVRS User Guide and SVRS Online Help will be made available for SVRS familiarization

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks5 Application Training Curriculum 2.0 Voter Application 1.0 Overview 3.0 Voter 4.0 Election Basics = Recommended Prerequisite Courses 5.0 Elections Mgmt = Specialized Courses 6.0 Address Ranges & District Combos = Common Functionality covered in multiple courses Includes: Elections Calendar Offices Contests Candidates Polling Places Record Votes Includes: Assignment Plans Election Plans Election Worker Election Worker Training Payments Poll Books 7.0 Ballots 8.0 Absentee 10.0 Supplies Common Functionality Search/Match Addresses Contacts Mailings Reporting Batches 9.0 Petitions 2 hrs 3 hrs 4 hrs 1 hr 2 hrs 3 hrs 1 hr 11.0 Admin Utility 2 hr

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks6 Application Training Curriculum End-User Training Class 1: Prerequisites/Voter Registration & Election Basics (Phase 1) DurationTime Day 1 Module 1.0: Overview Break Module 2.0: Voter Application LUNCH Module 2.0: Voter Application Break Module 2.0: Voter Application Review and Practice Total Classroom Hours – Prerequisites - Day 1 2 hours 15 minutes 1.5 hours 45 minutes 1.5 hours 15 minutes 1 hour 30 minutes 6.5 hours 08: :30 10: :45 10: :15 12: :00 01: :30 02: :45 02: :45 03: :15 Day 2 Module 3.0: Voter Break Module 3.0: Voter LUNCH Module 4.0: Election Basics Module 4.1: Elections Module 4.2: Calendar Module 4.3: Offices Module 4.4: Contests Break Module 4.0: Election Basics Module 4.5: Candidates/Candidate Filing Module 4.6: Polling Places Module 4.7: Record Vote Review and Practice Total Classroom Hours – Prerequisites - Day hours 15 minutes 1.5 hours 45 minutes 2 hours 15 minutes 2 hours 30 minutes 7 hours 08: :00 10: :15 10: :45 11: :30 12: :30 02: :45 02: :45

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks7 Application Training Curriculum End-User Training Class 2: Specialized/Election Management (Phase 2) DurationComments Day 1 Review Module 5.0: Election Management Module 5.1: Assignment Plans and Polling Places Module 5.2: Election Plans Module 5.3: Election Worker Module 5.4: Election Worker Training Break Module 5.0: Election Management Module 5.5: Payments Module 5.6: Poll Books LUNCH Module 6.0: Address Ranges & Districting Break Module 7.0: Ballots Review and Practice Total Classroom Hours – Specialized - Day 1 30 minutes 1.5 hours 15 minutes 1.5 hours 45 minutes 2 hours 15 minutes 1 hour 30 minutes 7 hours 08: :00 09: :30 10: :45 10: :15 12: :00 01: :00 03: :15 03: :15 04: :45 Day 2 Review Module 8.0: Absentee Break Module 9.0: Petitions LUNCH Module 10.0: Supplies Break Module 11.0: Admin Utility “Are-We-Ready” Review and Q&A for Go-Live Total Classroom Hours – Specialized - Day 2 30 minutes 2 hours 15 minutes 1 hour 45 minutes 1 hour 15 minutes 2 hours 30 minutes 7 hours 08: :00 09: :00 11: :15 11: :15 12: :00 01: :00 02: :15 02: :15 04: :45

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks8 Process and Policy Training ■ people in a class ■Conference Room, discussion based training ■Review of policy maps and profiles ■Groups will consist of Provider / Relier and Self-Provider Groups ■8 hour days to include lunch and breaks ■Will be conducted in the 12 regional locations

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks9 Process and Policy Training – Tentative Curriculum IDTraining Module/DetailMaterialsDuration 1IntroductionPresentation10 Minutes 2SVRS BackgroundPresentation15 Minutes 3SVRS Overview What is the SVRS application? Screen Shots Presentation25 Minutes 4Process & Policy Training OverviewPresentation20 Minutes 5Voter Registration Objectives of Voter Registration Module What is Voter Registration? Types of Voter Registration Business Rules (Policies, Statues, Requirements) Forms Process Maps and Profiles Process/Policy Training Manual Process Maps/Profiles 1.5 Hours 6Manage Election Infrastructure/Tools Objectives of Election Infrastructure/Tools What are the Election Infrastructure/Tools? Types of Election Infrastructure/Tools Business Rules (Policies, Statues, Requirements) Forms Process Maps and Profiles Process/Policy Training Manual Process Maps/Profiles Forms 1 Hour

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks10 Process and Policy Training – Tentative Curriculum IDTraining Module/DetailMaterialsDuration 7Manage Election Events Objectives of Managing Election Events What are Election Events? Types of Election Events Business Rules (Policies, Statues, Requirements) Forms Process Maps and Profiles Process/Policy Training Manual Process Maps/Profiles Forms 1 Hour 8Conduct Reporting Objectives of Reporting What are the Reporting Items? Types of Reporting Items Business Rules (Policies, Statues, Requirements) Forms Process Maps and Profiles Process/Policy Training Manual Process Maps/Profiles 30 Minutes 9Administration Objectives of Administration Module What are the Administrative Items? Types of Administration Items Business Rules (Policies, Statues, Requirements) Forms Process Maps and Profiles Process/Policy Training Manual Process Maps/Profiles 30 Minutes 10Wrap Up and EvaluationPresentation20 Minutes Total 6 Hours

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks11 Process and Policy Training – Example of a Process Map/Profile ■A process is a sequence of steps or tasks that produces a service or product for a customer(s) Step A Decision A Database A Step B Step C Yes No Activity or Task Decision Point Connector/End Termination Point End Key

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks12 Process and Policy Training – Key-Terms ■Process Map: A work flow diagram that describes, analyzes, and documents a business process. ■Process Profile: The written text that describes a process as well as its assumptions, steps, impacts, related statutes, etc. A process profile accompanies a process map. ■As-Is Process: The current (as it happens pre-SVRS) sequence of tasks or steps by which the voters are registered and elections managed. ■To-Be Process: A redesigned sequence of tasks or steps by which the voters are registered and elections managed once SVRS is implemented. Sometimes referred to as a redesigned process. ■Business Issue: An identified issue that affects the customization of the SVRS application. ■Business Rule: A policy defined by management or law that mandates how specific business activities are to be conducted. ■Business Process Redesign: The effort taken by the SVRS Team and others to develop To-Be Process maps.

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks13 The following is an example of a “Process Map” we’ve developed for Voter Registration…

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks14 This example includes 2 pages in the process, others are 1 page, some are 3 pages…

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks15 In addition to the maps, we are developing “Process Profiles”, which provide additional, detailed information… ■Process Profile: Voter Registration – Provider/Relier – In-Person (To-Be) IDProcess StepDetail 1 Request Voter Registration Application The voter visits the clerk’s office and requests a “Voter Registration Application.” Any instance in which the voter is registering with a clerk or a special registration deputy is considered an In-Person registration. In some instances, the voter may have downloaded the application from the Internet or received the document from other sources. 2 Confirm Voter is Eligible and Provide Application The clerk will communicate with the voter to more fully understand the voter’s specific need. Examples of the voter’s need include the following: a.New voter who has never been registered before. b.Moved from out of state c.Moved within state d.Moved within municipality e.Change of Address f.Change of Name When inquiring about the voter’s specific need, the clerk will ask questions to determine whether the voter is eligible. For instance, does the voter have residency established, is the voter 18, etc. The conversation between the clerk and the voter will help the clerk determine which application to provide the voter. Or, if the voter is not eligible, what other options are available. Once the clerk has determined the appropriate need and course of action, the voter registration application will be provided to the applicant.

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks16 Process Profile (continued) ■Continued…Process Profile: Voter Registration – Provider/Relier – In-Person (To-Be) IDProcess StepDetail 3 Complete Voter Application and Sign in Presence of Clerk To register to vote, voter must complete the EB-131 form and provide a valid Wisconsin operator’s license number or the last 4 digits of the elector’s social security number. The voter must also sign the form in the presence of the clerk. [Ref. 6.33(1)] The EB-131 is a standardized state form used by all municipalities to register electors. The form can be downloaded from the Internet and either typed or handwritten. For the form to be considered “complete” the following required fields must be filled-in. a.Name b.Date c.Address d.Citizenship e.Date of Birth f.Age g.Valid Wisconsin operator’s license number or the last 4 digits of the elector’s social security number h.Whether the applicant has resided within the ward or election district for at least 10 days i.Whether the applicant has lost his or her right to vote j.Whether the applicant is currently registered to vote at any other location k.Applicant’s signature NOTE: ADDITIONAL DETAIL TO BE FILLED-IN ABOVE BASED ON NEW FORM. 4 Submit Completed Application Once the voter registration application is completed, the voter must turn-in the application at the local clerk’s office or other designated location approved by the local clerk. Open registration in-person closes at 5:00 p.m. on the 2 nd Wednesday preceding the election. [Ref. 6.28] 5 Receive and Review Application for Type and Completeness The clerk receives the application from the voter and reviews the application to determine the type of application (new voter, change of address, change of name, etc.) 6 Is Application Complete? The clerk verifies that all required information has been obtained If applicant is unable to sign, another elector may be authorized to sign the form on his or her behalf. If the applicant so authorizes, the elector signing attests to a statement per 6.33(2)(a). If the application is complete, proceed to step 9. If the application is incomplete, proceed to step 7.

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks17 Preparation for Deployment ■In the weeks and months leading up to go-live, your SVRS Specialist will be working with you to conduct a variety of training-related deployment activities. –3-5 Months before go-live ■Identify # of end-users ■Identify names and roles (positions) of end-users, then continuing to track these individuals in a tracking database ■Identify and schedule locations for training –1-3 Months before go-live ■Schedule end-users into specific Application Training classes on specific dates ■Send invitation to end-users to attend training on specific dates ■Schedule and conduct Process/Policy Training Sessions –Approximately 3 Weeks before go-live ■Create end-user IDs ■Create end-users specific handout with user name/password to be passed out at end of training ■Send follow-up reminder for end-user to attend Application Training class –Approximately 1-2 Weeks before go-live ■Attend 1 st training class ■Distribute training completion certificates ■Distribute end-user ID and password documentation

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks18 Logistics ■To conduct the activities previously listed, we’ll need your help… –Location for Process Training Number of Students (10 – 50 per class) No cost to State for use preferred –Location for Application Training  Number of Students (16 per class)  No cost to State for use preferred  Provided mobile laptop environment with one main server  Further specifications to follow in future –Identifying your end-users  Process Training – will consist of Providers, Reliers, and Self-Providers  Application Training – will consist of Providers and Self-Providers

5/4/05 and 5/5/05SVRS Conference for Wisconsin County Clerks19 Any Questions?