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Checklists and
Work PlansFSASE Conference
June 2015
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• Election cycle • Candidate services• Poll worker tasks• Ballot tracking• Voter education
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• Calendar for all staff• Work plan for senior staff• In person with candidates• Training website for poll workers• Paper checklists at polling sites and in work areas• Media outreach for voters
CHECKLISTSProjectsTasksEmployeesReports
WORK PLANSBased on checklistsUpdated regularlyShared broadly
CALENDARSDeadlinesMilestonesKey information
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Microsoft Access Template
“Desktop Project Management”
Input Basic Data: Projects, Tasks, Employees Update Regularly: Status, Due Dates, Notes, Attachments Communicate: Reports Transfer to Next Election Cycle: Continuous Improvement
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Broad areas common to all election cycles
Derived from our old paper checklists
By Project
Task Details Title
Assigned To
Due date
Election (Priority)
Status
% Complete
Description
Attachments
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By Owner
By Project
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Checklists are critical for reinforcing what poll workers learn in training.
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Craig Latimer, CERAPeg Reese, CERAHillsborough County Supervisor of ElectionsTampa, FL
[email protected]@hcsoe.org
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