1. 2019 SFBAC Officer Training
Finding IEEE Resources
Taylor Winship
IEEE Santa Clara Valley Section Secretary

2. SFBAC Officer Training
Each year we share guidance on:
How to find information
How to use IEEE systems
Ideas for chapter practices
Start by looking at key resources
Then we’ll go into more detail
Later we’ll do some member sharing in small groups
Prepared by: T Winship
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3. Some Key Resources How is IEEE organized and governed?
IEEE governing docs, esp. MGA Operations Manual
How to find things?
Use “Search” function on ieee.org website
What do we need to know about financials?
CBRS, Netsuite, vTools Events, financial reporting template
TM event advertising
vTools Events, Event Finder, eGrid, and TM co-sponsor(s)
Contacting members
LISTSERV, eNotice
Chapter elections
=> MGA Ops Manual Chp. 9
=> vTools Voting is online
Prepared by: T Winship
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4. Key Resources Roadmap Event Logistics DL programs Education & STEM
Venues, equipment, COLIs, directions for attendees
Education & STEM
science fairs, TryEngineering, TryComputing, TOPS
DL programs
Check with your Society(ies) o )
Special Events
Post as “Private”, use caterer, have kids amusements, raffle
Developing IEEE YPs and students
Rising Stars, IEEEXtreme
SCV annual report
Template on SCV website & OU Analytics for mem #s
Prepared by: T Winship
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5. Acronyms Used Here
CBRS => Concentration Banking and Financial Reporting (IEEE system)
COLI => certificate of liability insurance (IEEE resource)
DL => distinguished lecturer (provided by some Societies)
MGA => IEEE Member and Geographic Activities
OU => organizational unit
TM => technical meeting
TOPS => Teaching Opportunities for Partners in Science (SCV Section program)
YP => IEEE Young Professionals
Prepared by: T Winship
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6. Key Resource Links IEEE Governing Documents MGA Operations Manual
MGA Operations Manual
mga.ieee.org/board-committees/operations-manual
SCV Section
sites.ieee.org/SCV
SF Section
webinabox.vtools.ieee.org/wibp_home/index/R60341
IEEEXtreme
ieee.org/membership/students/competitions/xtreme/index.html
IEEE Rising Stars
ieee-risingstars.org
Tryengineering & Trycomputing
tryengineering.org & trycomputing.org
CBRS
webapps1.ieee.org/CBRS/CBRS
IEEE Listserv
listserv.ieee.org
vTools
vtools.ieee.org
- vTools Tutorials (they’re good)
- vtools.ieee.org/training
- vTools Events
- events.vtools.ieee.org
- vTools eNotice
- enotice.vtools.ieee.org
- vTools Voting
- voting.vtools.ieee.org
- vTools Officer Reporting
- officers.vtools.ieee.org
Prepared by: T Winship
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