vtools report to sections congress 2008 · cheryl sinauskas eugene khusid tom smith khanh luu vera...

vTools Report to Sections Congress

2008

vTools Team

vTools Presentation Content

Development team

Key concepts

Products

Program status

Product details

vTools Mission Statement

Providing tools to the volunteers and

staff who support our members.

vTools Team

Volunteers

Ron Jensen

Dave Green

Howard Michel

Marc Apter

Mark Ciechanowski

Bill Ratcliff

Charles Lord

Contractors- part time

David

Jesse

Staff

Cheryl Sinauskas

Eugene Khusid

Tom Smith

Khanh Luu

Vera Sharoff

Cecelia Jankowski

Keys to the Project — Volunteer Focused

Volunteer developed

Reduce administrative tasks for volunteers

Automate processes to improve effectiveness

of volunteers and staff

Provide a home where new ideas can be

evaluated

Create uniform and scalable solutions for

wide usage

DRY, 360° view, data reuse

New methodology – agile, data driven

Keys to the Project — Member

Focused

Generate data to be a data driven

organization

Understand 360 degrees of each member

Need to get ahead of other, non-integrated

products (we don’t own the data)

vTools projectsMeetings – David Green

– Available for use now!

WebInABox – Howard Michel

– In beta test, sign up to be a tester

Voting– Marc Apter

– Second year of pilot

Finance - Mark Ciechanowski

– In development

Demographics – Eugene Khusid

– In development

Student Branch Reporting

– In beta test this Fall

vTools.MeetingsMeetings – David Green

– UAB and UMass developed, now contractor

supported

– Collection of meeting data

– Approximately a dozen sections involved

– Future credit card handling

Complements family of products from Conference

Services for larger events (Internet Conferencing,

Meetings and Conferences Management,

Teleconferencing)

vTools.Meetings

Features

– On-line registration

– Meeting report (L31)

– RSS, iCal, and other feeds of meetings and

L31

– VCAL

– Badge printing, meal tickets

– Notice of meeting for display on a web site

without webmaster involvement

– Eliminate need to fill in L31 forms

– Feed meeting information to myIEEE (near

future)

vTools.Meetings

Go to the vTools booth to try it out

Sign up for training and use by e-mailing vtools@ieee.org

vTools.WebInABox

Basic Section web site “WebInABox” –Howard Michel

– Wizard-like interface for creation

– UMass initiated, now contractor developing

– Data driven

– Enable a common look and feel

– Move all meeting information online

– Calendar for all units pulls from meetings package

– Pull volunteer data from IEEE databases

– No webmaster involvement required

how to create site 1

wireframe 4

sample site

wireframe 2

how to create site 2

wireframe 3

how to create site 3

vTools.WebInABox

Sign up for the Beta by e-mailing

vtools@ieee.org

vTools.Voting

Electronic Election for local units – Marc Apter

– Piloted in 2007 using a vendor – some success,

learned much

– In parallel, started internal development

– Pilot again in 2008 with a vendor

vTools.Voting

Building an internal solution that better meets

volunteer needs and data requirement

– Integrated section/chapter elections

– Local volunteer created/managed

– Send election results to IEEE

UMass developed initial, UAB is taking it further

See video of the pilot tool at the vTools booth

Sign up to participate in the 2008 pilot by

e-maling vtools@ieee.org

vTools.Voting – last year

Achieved our Goals

– increased voter participation by 100% (voter turnout from

2.8% – 20%)

– assisted in managing the election process

– cut costs (paper ballots)

– proofed the vendor system and e-voting process at OU

level

8 OUs, voters from R 1, 4, 6, 8

Received positive feedback from election managers: electronic

voting is useful to hold elections in a professional manner,

timesaving, needs to be available to all OUs.

Based on the survey, most sections from the pilot are willing to pay up to $100 for access to the software

vTools.Voting – this year

Continuing with vendor solution for one more year

Asking to make a minimum contribution based on

OU's size: 0-299 members - $20, 300 – 1,199

members - $50, 1,200 – 15,000 members - $100.

Want to get more OUs from outside of R 1 – 6

Contact us at oumgt-elections@ieee.org or Marc

Apter, m.apter@ieee.org

vTools.Finance

Financial Management – Mark Ciechanowski

– Building a budget

– Handling of payments

– Recording all transactions into appropriate accounts

– Integrate with Concentration Banking System

– L-50 support

– Audit support

– See more details at the vTools booth

vTools.Finance

OU DemographicsShow membership distribution – Eugene Khusid

– within section's geographical area including breakdown by society

– Proof of concept phase

Early prototype was done for New Hampshire

section with positive feedback

Mashup of free Yahoo!Maps technology with IEEE

membership data was used for the prototype

Will assist volunteers in deciding where to hold

meetings, form new chapters, organize conferences,

etc.

See demo at the vTools booth

Future vTools projects

Prospective Members – Vera Sharoff

Integration with myIEEE – Brian Pratz

Off-line join – Marc Apter

More opportunities – maybe you!

– Section Dashboard

– Integration with collaboration tools

– Membership Development

– Member Development

– Volunteer Reporting, more than officers

– Communicate

– Agendas

– Awards

vTools Program Summary

Volunteer driven, going strong

Developing methodology and framework

Building vTools infrastructure

Visit http://vtools.ieee.org to see the

roadmap for existing and future projects,

ways to contribute to the project, and

provide feedback

Contact infoRon Jensen – vTools Chair r.jensen@ieee.org

Dave Green – vTools.Meetings d.green@ieee.org

Howard Michel – vTools.WebInABox h.michel@ieee.org

Marc Apter – vTools.Voting m.apter@ieee.org

Mark Ciechanowski – vTools.Finance

mark.ciechanowski@ieee.org

Charles Lord - vTools projects training c.j.lord@ieee.org

Eugene Khusid – vTools.Demographics, staff support

e.khusid@ieee.org

What are you waiting for, use the products!

Questions?