1. 2019 SFBAC Officer Training
Chapter Elections
Taylor Winship
IEEE Santa Clara Valley Section Secretary

2. SFBAC Officer Training
Election Planning
Prepared by: T Winship
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3. When to Hold Elections
Want to have new Officers on LISTSERV lists for s
To have new Officers on LISTSERVs, finish elections by Thanksgiving
Open
Election
Close Election 22
Announce results and update vTools
Prepared by: T Winship
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4. 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
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5. Voting Landing Page voting.vtools.ieee.org 01-18-2019 Page 5
Prepared by: T Winship
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6. Voting – Ballot Dashboard
SCV/SF/OEB TEMS Joint Chapter
Prepared by: T Winship
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7. Fill in the draft: Ballot “profile” Voter instructions Candidates
Voter list
Prepared by: T Winship
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8. 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
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9. Voting - Ballot 2. Voter Instructions
CES SCV 2018
Appears when voter clicks on “Contact ” button
Prepared by: T Winship
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10. 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
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11. Voting – Add Candidates
Put in member # click Verify
Member names will appear
Terry
Smith
Add candidate bio
Prepared by: T Winship
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12. Voting - Ballot 4. Voter List Have vTools AUTO-load your Voter List
Prepared by: T Winship
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13. Voting - Activate Ballot3
Save and Activate
Prepared by: T Winship
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14. Voting – Activate Ballot
Open
Uses YOUR dates to
Open election
Close election
Prepared by: T Winship
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15. Election e-Mails (up to 3)
CES SCV 2017
SCV Consumer Electronics Chapter
Suggestion:
Invitation
1st reminder
Last reminder
Prepared by: T Winship
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16. Getting Election Results
CES SCV 2017
SCV Consumer Electronics Chapter
Use “Manage” option to get election results
Prepared by: T Winship
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17. Voting - Manage Ballot CES SCV 2017 01-18-2019 Page 17
Consumer Electronics SCV Chapter, CE08 (CH06209)
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18. Communicate Results Inform Chapter Chair Each candidate
Inform Chapter members
And report in vTools “Officer Reporting”
, who then informs
Prepared by: T Winship
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