NARFE Configuration Advisory Board (CAB) Spring, /2/2013Version 0.21

NAIC Recommendation NARFE Information Technology Advisory Committee (NIAC) – Formed January, 2011 – Final Report Delivered July 1,2011 – Presentation at National Executive Board Meeting on July 20, 2011 CAB grew out of a recommendation of the NAIC report CAB started meeting in December, CAB can be viewed as picking up where the NAIC left off 2/2/2013Version 0.22

CAB Basics CAB established Fall of 2011 – One CAB member for each of the ten regions – Pat Dempsey (Region II Representative) Chair – Reports to the National Vice President, Paul Carew Monthly meetings beginning December, 2011 – CAB Members – National Vice President – National Treasurer – Headquarters IT Staff 2/2/2013Version 0.23

CAB Members Region I………Sheldon Cooper Region II……..Pat Dempsey Region III William Leatham Region IV…….Patricia Gaines Region V……..Bonna Cunningham Region VI….…Dorothy Creswell Region VII…...Nancy Carlson-Gotts Region VIII…..Werner Gumpert Region IX….…Bob Conquergood Region X……..John Wells 2/2/2013Version 0.24

CAB Activities General Activities – Continue to work with headquarters on the Online Activity Module (OAM) – Discuss the general direction of NARFE IT – Change Management 2012 Activities – Charter – Recommendation on Access to NARFE data – Position Code Recommendations and Documentation 2013 Activities – Usability – Long Term Recommendations 2/2/2013Version 0.25

Change Management CAB solicits and manage proposals for change to IT – Evaluates proposed changes – Makes recommendations to headquarters – Creates a transparent process – see the CAB Website Process – Submit change requests directly to CAB Member or via Website – Requests added to CAB blog for comments by CAB members – Requests discussed at CAB meeting – When a decision is made the category is changed on the blog from “Proposal – Pending” to “Proposal – Final” 2/2/2013Version 0.26

CAB Charter Document CAB functions – “The overall objective of the CAB is to make recommendations that increase the operational efficiency and usefulness of the NARFE IT infrastructure and management” – The charter defined Eleven Goals with Twenty-two Objectives A Separate Document Identified Deliverables The amount of work will require years We will review the objectives and deliverables periodically 2/2/2013Version 0.27

Access of Data 2012 Expand Update Authority for F7/F7A – President – Vice President – Secretary – Secretary/Treasurer – Membership Chair Expand Read Access to all members shown on F7/F7A 2/2/2013Version 0.28

Position Codes 2012 Use of the F7 and F7A by National – Used to determine access to data – Used to send information from national to specific members Documentation of Positions on F7 & F7A – Provide enough information to help people filling out the forms – Not intended to replace local by-laws Recommend Updating the list of Positions on F7 & F7A – Remove positions that need neither access nor receive information – Add positions that have become common in chapters and federations that need access 2/2/2013Version 0.29

Activities in 2013 Usability – Major recommendation by NIAC – Will receive more attention in 2013 – Reviewing new processes – Review of existing processes Long Range Recommendations – Start discussions in 2013 – Be finished prior to national convention in 2014 Ongoing activities – Change Management – Communication between national and others 2/2/2013Version 0.210

CAB Website Your Gateway to the CAB CAB Blog – Short Summary of Monthly Meeting – Individual blog entries for requests to change IT Pending Status Final Status – Posts from various CAB Members – Links to important documents Working Documents Final Documents Training 2/2/2013Version 0.211

Getting to the CAB Web Site Go to NARFE.ORG and Enter as a Member 2/2/2013Version 0.212

Getting to the CAB Web Site Click on Officer Resources 2/2/2013Version 0.213

Getting to the CAB Web Site Scroll down to the bottom of the Officer Resources Page 2/2/2013Version 0.214

Getting to the CAB Web Site Click on CAB Activities 2/2/2013Version 0.215

The CAB Home Page 2/2/2013Version 0.216

The CAB Home Page The “CAB Blog” will be shown later. “Contact CAB Members” allows you to send an . This is how you can make requests to changes the IT. “Other Important Links” contains documents used by the CAB. 2/2/2013Version 0.217

The CAB Blog 2/2/2013Version 0.218

CAB Blog Hints The top two items describe themselves. If you click on a category you will only see those blog entries with that category. As an example, clicking on the “CAB Meeting” category will give you a series of short blogs about each CAB meeting while hiding the other blogs entries 2/2/2013Version 0.219

Thank You Any questions now – please ask Any questions later – you can find your CAB member on the CAB Website 2/2/2013Version 0.220