2019 SFBAC Officer Training

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Presentation transcript:

2019 SFBAC Officer Training Chapter Elections Taylor Winship 2017-2018 IEEE Santa Clara Valley Section Secretary

SFBAC Officer Training Election Planning Prepared by: T Winship 01-18-2019 Page 2

When to Hold Elections Want to have new Officers on LISTSERV lists for e-mails To have new Officers on LISTSERVs, finish elections by Thanksgiving Open Election Close Election 22 Announce results and update vTools Prepared by: T Winship 01-18-2019 Page 3

Voting Recommendation Why do we recommend using vTools Voting? Online ballot (for availability) Any time Any location Looks professional Easy to use Prepared by: T Winship 01-18-2019 Page 4

Voting Landing Page voting.vtools.ieee.org 01-18-2019 Page 5 Prepared by: T Winship 01-18-2019 Page 5

Voting – Ballot Dashboard SCV/SF/OEB TEMS Joint Chapter Prepared by: T Winship 01-18-2019 Page 6

Fill in the draft: Ballot “profile” Voter instructions Candidates Voter list Prepared by: T Winship 01-18-2019 Page 7

Voting - Ballot 1. Ballot “Profile” 01-18-2019 Page 8 CES SCV 2017 (GMT-08:00) Western Time (US & Canada) Open ballot for voting Close ballot for voting Prepared by: T Winship 01-18-2019 Page 8

Voting - Ballot 2. Voter Instructions CES SCV 2018 EE@ieee.org EE@ieee.org Appears when voter clicks on “Contact . . . ” button Prepared by: T Winship 01-18-2019 Page 9

Voting - Ballot 3. Candidates Add new candidate to Chair Position Click here to enter candidate Add new candidate to Chair Position Can allow write-in candidate for each position Prepared by: T Winship 01-18-2019 Page 10

Voting – Add Candidates Put in member # click Verify Member names will appear Terry Smith Add candidate bio Prepared by: T Winship 01-18-2019 Page 11

Voting - Ballot 4. Voter List Have vTools AUTO-load your Voter List Prepared by: T Winship 01-18-2019 Page 12

Voting - Activate Ballot3 Save and Activate Prepared by: T Winship 01-18-2019 Page 13

Voting – Activate Ballot Open Uses YOUR dates to Open election Close election Prepared by: T Winship 01-18-2019 Page 14

Election e-Mails (up to 3) CES SCV 2017 SCV Consumer Electronics Chapter Suggestion: Invitation 1st reminder Last reminder Prepared by: T Winship 01-18-2019 Page 15

Getting Election Results CES SCV 2017 SCV Consumer Electronics Chapter Use “Manage” option to get election results Prepared by: T Winship 01-18-2019 Page 16

Voting - Manage Ballot CES SCV 2017 01-18-2019 Page 17 Consumer Electronics SCV Chapter, CE08 (CH06209) Prepared by: T Winship 01-18-2019 Page 17

Communicate Results Inform Chapter Chair Each candidate Inform Chapter members And report in vTools “Officer Reporting” , who then informs Prepared by: T Winship 01-18-2019 Page 18