Elections

  • Time for a Chat

    By Claudia Rebaza on Friday, 17 August 2012 - 11:47pm
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    The OTW has developed a tradition for elections, that we run a couple of public chat sessions with all the candidates. The transcript is posted afterwards for those who missed it. We'll be changing the format slightly this year. As the org grows and the number of voters increases, we need to make sure everyone gets a fair chance to participate.

    The timing of the chat sessions is determined by the candidates themselves. Depending on their availability, the Elections Officer picks the best time that suits as many of them as possible. Each chat will last one hour.

    The first chat will be a very general getting-to-know-you session. Questions can be asked in person to all the candidates. At the beginning, the moderator will ask any voters present if they have particular questions, and select one at random using a random number generator. We ask that you don't repeat questions already sent in via email, and remember that the aim is for those who want to get to know the candidates' personalities as well as their policies. Please also remember that although some candidates are happy to connect their legal and fannish names, others are not, so some will chat happily about fandoms they have participated in, with many details, while others will keep such discussion to generalities to avoid linking identities.

    For the second chat, several people asked last year about getting to see how the candidates will work together. We're still working through the details of how we can best showcase this, but we envisage it being a free-form discussion between the candidates on a topic of interest to the org, much as would happen in a board meeting.

    We'll announce exact dates and times after the candidates have confirmed, but wanted to give you advance notice of the change in format.

  • Spotlight on Board: Ira Gladkova on Elections

    By Jintian on Wednesday, 8 August 2012 - 2:15pm
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    Spotlight on Board: In this general bi-monthly series, individual OTW Board members will talk about their work, goals, and ideas from a more personal perspective.

    This is Ira Gladkova, 2011 Elections Officer, making one last post in that capacity.

    As election season approaches for the 2012 term, I want to show where the current election workgroup's process started by sharing the report I submitted to Board earlier this term. As Elections Officer for the 2011 term, I put together an extensive report on the strengths and flaws I saw in the process during my tenure, the areas that caused confusion and those that were clear, and the needs I saw going forward into future terms.

    I am posting this report publicly as a way to personally and officially pass on the torch into excellent and capable hands. This document was shared with Board on March 23, 2012. It formed the basis for discussion on how to begin structuring elections work for the 2012 term. Since then, we appointed Jenny Scott-Thompson as 2012 Elections Officer, and authorized the Elections Workgroup. Jenny and her group have since been hard at work on developing the elections process and addressing many of the concerns outlined in this report. The Elections Workgroup has already begun posting about the 2012 elections, and you'll be hearing all about the awesome work they've done and the great plans they have.

    This report reflects only my opinion as 2011 Elections Officer, and is not intended to be reflective of the Board's opinions as a whole. It is intended only to show the basis Board used for discussion early in the term, not to reflect adopted policy for the 2012 election. You can see action on some of these items already, such as the formation of an Elections Workgroup; an introductory post with FAQ updates and a timeline is already up. To hear more on the 2012 election, stay tuned!

    If you have any questions or would like to raise a concern that was not covered in the report, please feel free to submit comments here. You can also contact the new elections officer through the elections contact form.

    There is a summary of the report below. The report is duplicated in full after the summary, and can also be found attached to this post as a PDF.


    2011 Elections Report: Table of Contents and Summary

    • Transparency of Process
      • Transparency is a continuing issue, and if an elections process is not transparent, it is not sustainable. Problem areas include:
        • Elections officer: selection, qualifications, duties, purview, and powers. An essential role for voters to understand. Lack of definition in this area is huge concern, transparency impossible without clear definitions.
        • Candidate Q&A: Questions submission process, kind/number of questions submitted, similar questions, process for candidate responses
        • Voter accounts: explanation of voting accounts and separation from OTW membership, AO3 user, and other accounts. This persistent confusion is another deeply concerning issue.
        • Election results and publication: who sees results and why
      • Overall process is ill-defined and not always well-communicated.
    • Elections Officer: Purview and Power
      • Elections officer (EO) has a lot of responsibility (executing the election, supporting candidates, providing voters with means for informed decision), but very little authority. This is toxic to the officer, the candidates, and the process, and cannot be made transparent or sustainable. In particular, EO lacks any way to penalize candidates who do not follow the process.
      • Elections process itself is also poorly defined: when ability to enforce a process is questionable, the results of the process become unpredictable. However, current process is not fair or enforceable in the first place.
      • Possibility of disqualifying noncompliant candidates? Standards of timeliness and compliance are reasonable given other Board/candidate requirements. Well-constructed elections process necessary for this.
      • Elections process includes work from many committees; essential to delineate boundaries of duty and authority vis-à-vis elections officer.
      • Forming elections workgroup may be good workload/purview solution.
      • Is it necessary for EO to be a Board member?
    • Structure of Q-A and Chats
      • Chats and Q-A are current elections centerpiece: two one-hour chats for asking questions, with spillover questions in email.
      • Have great potential but current process unsustainable and inefficient due to growth in candidate spread and number of candidates/questions.
      • Both chats and Q-A should be retained in some form to give candidates variety of ways to showcase strengths, and give voters a broader view. Process should be built around individual strengths of each activity.
      • Candidate Chats
        • Goal is to ask/answer questions in an on-the-spot manner and see candidates interact.
        • Provide unique opportunity for voters to observe candidates interacting with each other similarly to Board work. Could be repurposed to focus on this.
        • Possibilities include casual get-to-know chats at beginning of elections, using chats only for question followup, and chats centered on candidate interaction rather than with voter questions.
      • Candidate Questions
        • Current emphasis is on short, off-the-cuff responses.
        • Longer turnarounds/responses privilege candidates with bigger chunks of time and may lead to information overload for voters. Chat format privileges candidates who work best in high-pressure social situations.
        • Current 24-hour turnaround a decent compromise, but would work better with email questions period scheduled into timeline.
        • Procedure for question batching and ordering is unclear, should be defined and publicized. Sending questions in order received is simplest, but can lead to repetition of similar questions.
        • Possible options for how to do questions are offered.
        • Can candidate statements be translated?
    • Timing and Drives
      • Link between fall membership drive and elections timeline should be examined. Timing of candidate announcements/statements (knowing who's running) affects drive donations.
      • Pace and length of season: bad lag between candidate announcement and chats if too spread out, voter/candidate fatigue if too fast or long. Simply having a well laid out process may help.
      • Board should consider the role, length, and power balance of the rollover/overlap ("lame duck" syndrome). Predefined activities may help, could be encompassed in elections timeline.
      • Voter eligibility cutoff should be examined and explained. There is slight eligibility overlap between elections; reasoning and details not clear to most voters.
    • Elections Website
      • Elections officer should consult with Webmasters to improve both elections website information and the voting interface.
      • The cutoff for voting eligibility should be clear and prominent on the donations page.
      • Easy way to find most important info besides news: current-year candidate statements, chat transcripts, Q-As; question submissions; how voting works; and about your voter account. Information structure was overall hard to navigate.
      • Information on past elections.
      • Voting accounts and voting site were particularly confusing for many. Details and reasoning should be more transparent, and difference between voter accounts and all other OTW accounts should be made clear.
    • Overall good potential, with great voting system; strengths could be highlighted. Chats and Q-A good opportunity but have not been optimized. General structure of election and EO role need to be better-defined and more transparent, and all this information should be easier to find on the website. We have a strong base, but a lot of work to do.

    OTW Elections Report

    - Ira Gladkova, 2011 OTW Elections Officer

    The 2011 election showcased many facets of OTW's elections system, including both strengths — such as our voting system — and flaws — such as a general lack of clarity in the process. Overall, however, it has become evident that, with the current size and growth of the org, and as elections become more contested more often, current elections procedures are unsustainable.

    As the elections officer for 2011, I here focus more on identifying problem areas rather than proposing specific solutions, though I do strive to offer multiple suggestions where possible. While I would be happy to make myself available to the 2012 elections officer, I prefer to minimally impose my own plans and preferences on whoever fills that role. Moreover, I feel much of the material here warrants full Board discussion/debate. As such, I would prefer to work on and advocate for specific solutions in the equal and collaborative space of a Board discussion, rather than on the basis of my rather expired role as elections officer.

    Transparency of Process

    Previous elections officers (and those acting in their stead while we drop off the face of the internet on leave) have done a great job with elucidating the process and posting early and often on how things will work. However, there still seem to be many lingering transparency issues.

    For example, as evidenced by comments made to me in question submission emails, I don't think people really know what happens to their questions for the candidates when they submit them to the elections officer. Do the candidates get to see them right then, or not until the chat? What order will questions be presented in? What happens if you submit the same or a very similar question as someone else? How would you even know if that happened? What, if anything does the elections officer do if candidates don't respond to questions on time? For that matter, how is the elections officer chosen? Overall, there seems to be a lot of confusion among voters as to what goes on behind the scenes during elections — some of this confusion on very crucial points pertaining to the basic foundations of how the election is run.

    These are just some of the areas that I feel are unclear to voters. And for an org like the OTW, if it's not transparent, it's not sustainable: every transparency issue is also a sustainability issue.

    Future incarnations of this process should strive to eliminate as many of these issues as possible. Problem areas based on my experience include:

    • Selection of elections officer
      • How is the officer chosen? When?
      • What are the qualifications?
    • Duties, purview, and powers of elections officer (See section: Elections Officer)
      • What does the officer do?
      • What areas does the officer have authority over?
      • What is the officer's power in the elections process and with relation to the candidates?
    • Questions submission process
      • How many questions have been submitted?
      • What kinds of questions have been submitted?
      • When will the candidates see them?
      • What happens to similar questions?
      • How long did each candidate take to answer questions?
    • Voter accounts
      • Difference between: (See below)
        • OTW membership
        • AO3 user and related account
        • OTW staff and related account
        • Elections voter account
      • Why the voting site and voter accounts work the way they do (See: Elections Website)

        This caused a lot of confusion and is difficult to break down into specific points — overall, people weren't sure how the whole system worked in terms of setting up the anonymous accounts, how to use the accounts, why we have such a convoluted method, etc. Some of this can be cleared up with more explanatory text, but this is one back-end process that is really important — it preserves voter anonymity and voting account security — that voters themselves have very little understanding of.

    • Election results and publication
      • Where do the results and other sensitive election information go? What does the officer do with them?
      • Why don't voters "see the numbers"?

        I want to note that this in particular speaks as to a basic misunderstand of the aims and methods of our elections process — namely, we strive to elect an equal cohort with equal mandates, rather than a ranked set of individuals

    One of the most concerning areas for me — besides the lack of definition around the position of elections officer — was the confusion, as usual, of OTW membership and AO3 user status. This is a persistent communication problem and speaks to an ongoing and enormous misunderstanding of overall OTW structure; the addition of the very opaque voter account process during election time furthers the confusion. The voter account process can definitely be explained more and in advance; I strongly suggest that all explanations also mention membership and AO3 account differences.

    Overall, transparency has been a major weak point. This is not to say that our process is completely opaque, but it is ill-defined and not always well-communicated. Last year's election team did a tremendous amount of work in trying to elucidate the process, and overall I do feel the election is relatively accessible. However, there is clearly work to be done here, and I believe one of the most essential areas is working out clear definitions of the election process and the election officer position. Without an internal understanding of how the process and office work that is consistent, well-defined, and thorough, we cannot pass that clarity and detail in turn to the public.

    Elections Officer: Purview and Power

    In terms of both transparency and ability to execute the elections process, this is the biggest issue I encountered as an elections officer: what, exactly is the purview of the elections officer? What authority does the officer have? What responsibility?

    My experience indicates that the position is weighed with tremendous responsibility — that of seeing to the execution of the entire election — but comes with very little authority. This puts the elections officer in an untenable position, which in turn erodes their ability to support and guide the candidates and also their ability to answer to voters. The role is toxically ill-defined; and where the role is ill-defined, we cannot hope to make it transparent.

    Concomitantly, the elections process itself is also poorly defined — where the position that sets and enforces policy and procedure is poorly defined, the process is then also poorly-defined: with questionable ability to enforce the process, the results of the process become unpredictable, obviating much of the purpose of having a process. And likewise, an ill-defined, unenforceable process is neither transparent nor sustainable.

    In particular, the elections officer lacks any authority to enact sanctions on non-compliant candidates; in effect, there is no real penalty for candidates who do not follow the established process. However, this issue presupposes an elections process that is fair and enforceable in the first place; this is at best questionable for the current process.

    For example: When one candidate gets more time on a question, or has an opportunity to see others’ answers before writing their own, then it is not fair to the other candidates. But if the elections officer cuts off submissions and voters don’t see any late responses, then that’s not fair to the voters, because that question was asked and it needs an answer. At the same time, being able to see which candidates are chronically late or chronically on-time is also valuable information for voters to have. And yet, the tight turnaround time required by the current process is not equally fair to all candidates. Were a Q-A period clearly set out in the timeline such that all knew in advance the kind of time commitment required during that period, then that turnaround would be enforceable — but this is not currently the case, and so strict enforcement is itself unfair.

    However, assuming a well-constructed elections process, the elections officer must have not only the duty to carry it out, but also the authority to enforce it — and perhaps, within reasonable limits, adapt it. I want to put forward the possibility here of candidates earning disqualification through non-compliance. This is something definitively impossible given the current setup; it would, given the ill-defined process, be unfair and outside the current vaguely defined authority of the elections officer. While we as an organization must strive to be welcoming to fans of varying backgrounds and needs, the election of Board officers is a matter that touches on our bylaws, the trust members have in us, and our professionalism. We have other requirements for candidates (membership, length of service), and the position candidates are running for requires a serious commitment of time and responsibility; it would not be unreasonable to hold candidates to certain standards of timeliness and general compliance in accordance with an elections process.

    It is also essential to keep in mind that the elections process includes contributions from many committees, and so any intersection in duty and authority between the elections officer and those committees should be clearly delineated. Committees who contribute to the elections process directly include Comms, DevMem, Finance, Systems, Volcom, and Web.

    Given the availability of well-defined workgroups, one solution to the workload and cross-committee demands of running the election could be to have an elections workgroup form every year. The necessity to carefully define the role of the elections officer — presumptively, the leader of the workgroup — would be even greater in this case.

    Another question to consider is when and where the election officer's duties end. Is the elections officer responsible for mediating the transition of new and outgoing Board members, such as scheduling chats and the transfers of access/powers? Should a debrief/report be required at the end of the officer's term, and simultaneously signal the end of said term? What is the deadline in a given year for choosing an elections officer?

    One more idea to consider in connection with election officer authority is who fills the position: currently, it is a Board member chosen by the Board. I believe that it is important for the elections officer to at least have experience on Board, as one of the officer's current duties is to talk to candidates about what the role of Board member entails. However, this also intersects with the election officer's power: how much of it comes from being a Board member? Where are the intersections and limits? I feel this question needs to be considered.

    Finally, setting and communicating the powers of the elections officer especially in cases of procedure non-compliance is particularly important for transparency — this is one of the least transparent and most problematic aspects of elections, and is an area I feel is essential for voters to understand. In the end, I want to emphasize that the election officer's duties stretch in multiple directions: the officer is responsible for seeing to the execution of the election, for supporting the candidates and communicating with them about the process and the positions they're running for, and for providing the voters with everything they need to make an informed decision. The ability of the elections officer to execute all three in tandem is currently stymied by ill-defined roles and processes, a lack of authority, and a general lack of transparency.

    Structure of Q-A and Chats

    Currently, chats and Q-A form the centerpiece of the elections process in terms of giving voters a chance to get to know the candidates and elicit their positions on various issues. Technically, Q-A and chats are currently supposed to be synonymous: the primary purpose of the chats is to ask and answer questions in an on-the-spot manner, with a secondary goal of getting to know and observing the candidates in a semi-formal situation. The goal is to ask as many questions as possible during the chats, with the rest being "spillover" and relegated to email. As the number of both candidates and questions increases, a smaller proportion of questions make it to chat, and more and more questions are asked over email.

    In theory, this is one of the strengths of our process, but it has become more cumbersome and difficult to navigate. The chats and Q-A are still a fantastic opportunity for both voters and candidates, and I do think this remains a strength, overall, of our process. However, I think it is worthwhile, at this point, the reconsider the purposes of the chats and Q-A and likewise consider new possibilities for their structure and timing.

    Candidate Chats

    We currently schedule two one-hour candidate chats every election. However, the more candidates we have, the harder it is to schedule these chats or to make the chat length longer, especially as we get candidates from many places around the world. And the more candidates we have, the harder it is to cover more than 2-3 questions per chat, especially as questions have grown in complexity/depth. Then, too, we run into issues of fairness when not all candidates can attend a given chat — the voters are deprived of or delayed in receiving information from/about the absent candidates, and/or the absent candidates get an entirely different and longer opportunity to answer questions.

    At the same time, I think it’s important to preserve the opportunity for voters to meet with the candidates and — importantly — to see the candidates interacting with and playing off each other. This is another purpose to the chats that I believe is currently overshadowed by other aspects, but could and should be important: the opportunity for voters to witness the candidates interacting with each other. There are other opportunities for candidates to interact with voters, both officially — in the form of Q-A at the very least — and unofficially, in the candidates' own spaces at their choice and leisure. However, the opportunity for voters to see candidates interacting with each other in an environment roughly approximating the very work they would be doing on Board is limited and unique. So how can we preserve this opportunity while keeping it sustainable and fair?

    I think one part of the answer may be to try and repurpose the chats to something more casual and less driven by grueling questions. Of course, the grueling questions — and the opportunity for the askers/voters to query further and interact to a limited degree — should still be preserved somewhere. Would it be possible to run something like this without it getting out of hand? I think the key to something like this would be to make time for the questions that doesn’t intersect with the time the chats are scheduled.

    Possibilities (not necessarily mutually exclusive) along these lines include:

    • Chats at the beginning of the process framed as casual get-to-know sessions
    • Having chats only for Q-A followup, not for initial question-asking
    • Chats centered specifically around candidates interacting among themselves

    In any case, the structure of the chats depends on how Q-A is handled. Detaching the Q-A imperative from the chats gives much more flexibility in terms of chat timing, purpose, etc.

    However, one argument for retaining some actual Q-A in the chats is that it gives candidates a variety of arenas in which to showcase their strengths. Some candidates may work best in chat, some over email, and the variety of opportunities to showcase strengths is an important factor to consider in designing a new chat and Q-A structure. This not only gives candidates a variety of opportunities, but also gives voters a broader range of information on the candidates.

    Candidate Questions

    Currently, the procedure around questions is not very clear. In the past, it didn’t particularly need to be, as there were fewer questions, and they could all easily be covered during the chats. But we had over twenty questions last election: an impossible number to handle in chats and a lot of questions to answer in the short elections timeframe.

    One element of the Q-A process currently held as important is the off-the-cuff nature of the responses, rather than giving the candidates time to make polished essays. This is supposed to be accomplished in chat, and an attempt to approximate the conditions over email is the source of the 24-hour turnaround for overflow questions. Longer turnarounds and longer answers privilege those candidates who have the time and ability to craft polished answers and perhaps even run them by a beta; it’s also more likely to create information overload for voters if every question comes with a thousand-word answer. But the chat format also privileges those who think most quickly and clearly on their feet, in highly social and high-pressure situations.

    In this sense, sending out questions with a 24-hour turnaround is a good compromise, forcing quicker, more distilled answers without as much social pressure. In this case, it seems smart to schedule in a week (with a second just-in-case week) where the candidates know to expect batches of questions every 24 hours. The elections officer can then arrange the questions into batches and send them out. The candidates will know in advance that, during that week, they’d need 20-40 minutes each day to work on questions.

    Batching and ordering is itself something I was asked about and something that could be more transparent. The course of least resistance (least work for elections officer, least opportunity to accidentally muddy the waters by arranging questions in some specific way) is to just send things out in the same order they came in. But what happens if two or more very similar, or very closely related questions are asked? It doesn’t seem helpful to make candidates feel like they’re answering the same thing over and over again. The process for batching should be publicized, at least; if possible, we should try to think of a process that minimizes the number of similar questions.

    Moreover, all this presupposes a Q-A structure fundamentally similar to what we already have. There are other possibilities that may be explored — even variations that do not preserve the "off-the-cuff" nature. My inclination is not to go down that road, but depending on what needs we have, it may end up being the more reasonable choice.

    One possibility that would preserve tight turnaround would be, rather than sending all questions to all candidates at the same time, to send questions as candidates have time, but still have the same time limit, and release answers from all candidates together at the end of some time frame like a week. Assume all questions (or all for a specific session) are gathered in advance. The candidates collectively have one week to answer them. Over that week, each candidate notifies the elections officer when they are ready for a batch of questions. The batch is sent, and that candidate has 24 hours to respond. They can't have the next batch until they have answered the previous set. All answers to all batches are due at the end of the week, with the number of batches designed to give a day or two without questions assuming a rate of one batch per day. If a candidate wants, they can answer all the batches one after another over the course of a single day, or spread it out over a week. The voters will still get timely responses, while the setup would be more flexible to accommodate candidates' varying schedules.

    Other options to consider include giving voters some way to know what questions have been submitted, which should help with having the similar questions submitted. Is there some way to do this such that candidates cannot see the questions? It's something to think about.

    Finally, it may help to give candidates some space for an official statement centered more around issues — like a position statement — rather than the current style, which focuses on "get to know the candidate" over giving the candidates space to give their vision of the org and their priorities. It may help to focus the subsequent Q-A period if we explicitly split those two apart.

    I also want to note a question: is there a chance that candidate statements could be translated?

    --

    In the end, my overall suggestion is to think carefully about the individual strengths and purposes of chats and Q-A, and to build an election process centered around those strengths. Chats are difficult to schedule, but it may serve us best, in the end, to try to have more of them serving a variety of purposes. As the cornerstone of the election process — for voters, at least — it would not be unreasonable for chats and Q-A to take a significant amount of time. As such, the timing of the election process should be considered with this factor in mind.

    Timing and Drives

    In this section, I want to go over a few points related to timing of the elections process, in whole and in parts. Unfortunately, it is difficult to go into specific suggestions without a more concrete idea of how the new process will shape up; I therefore mostly cover issues I feel need to be considered in the timing rather than specific timing ideas.

    Traditionally, the fall membership drive has been a keystone in the elections timeline. I want to suggest opening this tie for examination, looking at the ways in which the two depend on one another. Elections provide a great motivator for/reminder to join, but it sounds worthwhile overall to examine what DevMem wants out of the drive, what needs the elections officer has, and see if the relationship should be adjusted.

    Overall, as the org and elections grow, it may be necessary to expand the timeline of the elections season, particularly if large changes are made to the elections process, e.g. how chats/questions are handled. From my view, the two biggest anchors in terms of actual dates for election timing are: (a) enough time at the end for appeals as well as a small overlap period (but that overlap should indeed be small) and (b) the fall drive. In terms of large chunks of time, the two big factors are the drive and the chat/question process.

    In relation to the drive, there are several key questions to consider. One of the most important is the timing of candidate announcements — and possibly some initial "get to know the candidates" activity — relative to the start/end of the drive. Not knowing who the candidates will be can cause a lot of frustration for potential voters during the drive — last year, there was significant consternation when the candidate statements were not available until after the drive. Knowing the candidates — and therefore likely also having some idea as to the elections issues and dynamics — can be a huge motivator in a membership drive. However, this also puts a lot of pressure on both the elections officer and on DevMem, as it would require that elections activities start before the fall drive.

    Another factor to consider, particularly in the 2012 election cycle, is the possibility of tying the fall drive and the willing to serve drive to the five-year anniversary. This would further impact timing of the election activities; in either case, careful consultation on the matter of timing is necessary with DevMem and Volcom.

    Aside from the drives, there is the general question of the timing and pace of election activities. There has often been lag between candidate announcements and the chats, which can make voters lose interest in the process; it may be beneficial to arrange an elections schedule regularly punctuated by significant events (chats, drives, Q-A sessions). On the other hand, a lengthy and active election season can give rise to both candidate and voter fatigue. Last year, significant candidate fatigue ensued after the solid weeks of chats/questions. This may be ameliorated by starting election activities earlier and giving the election events more room to spread out, as well as by structuring individual events to be more friendly to candidate schedules. However, voter and candidate fatigue remain an issue even in this case. I believe simply having a structured and well-defined process and schedule would help with both: just knowing what's coming and when it all ends can help people get through the process. And while the position candidates are running for is difficult and time-consuming — making an election process of similar difficulty not unreasonable — it is also important to remember that by the same token that qualifies our candidates in the first place, they will all have significant other duties within the org.

    One item I would particularly ask Board itself to consider is the rollover/overlap period at the end of the election. What purpose does it serve? How long should it be? Importantly, I want to point out the issue of power during the interstice: we have a mild case of "lame duck" syndrome among standing Board members, while newly elected Board members are generally eager to get to work and begin enacting their goals. It might help to have a pre-defined set of activities that happen during this time, to give the time more structure and a commonly understood purpose. This could include activities for standing and newly-elected members separately and together. While some amount of normal Board business must continue during this time, the transition between Boards is hugely important in terms of transferring knowledge and fostering continuity; I believe it would be beneficial to encompass this under the elections timeline aegis and give it the same sort of well-defined structure and timing as I hope will be given to the rest of the elections process.

    Finally a note about the eligibility cutoff: it is currently not obvious that our cutoff periods overlap slightly. The cutoff for voting eligibility is generally a month before the election, rather than the election date itself, to give all the appropriate parties (the elections officer as well as the Finance, Development and Membership, and Webmasters committees) time to prepare and review the voter rolls; in addition, there's often a small overlap in eligibility periods between election years around the cutoff dates. Last year, the election was 16-18 Nov 2011, so the cutoff date was a month prior to that: 17 Oct 2011. There's no timeline yet for an election next year, but it would be similar to this year's: at a guess, next year's eligibility timeframe would be something like 1 Oct 2011 to around 17 Oct 2012. Generally speaking, if you donate too late for one year's election, you'll be qualified to vote in the next year's — there are no blackout periods for eligibility. The small overlap does let someone who donated during the overlap vote in two years (though the actual number of people who qualify this way is quite small — less than half a percent of our membership). There are several reasons for this overlap. The election requires that all voters be OTW members in good standing as of the cutoff date, and OTW memberships are calculated on a monthly basis (this is why we send out membership reminders for soon-to-lapse memberships monthly rather than daily). So if you donate on 1 Oct 2010, your membership will last until the end of Oct 2011 — it actually expires on 1 Nov 2011. This means that people who donated between 1 Oct 2010 and 16 Oct 2010 were still in good standing as of 17 Oct 2011, even though it's a few days more than a year past the day on which they donated.

    There are a few additional reasons for the overlap. On the whole, as an organization, we prefer to try to enfranchise rather than disenfranchise, within reason — practicality and time constraints demand that we give the creation and review of voter rolls the necessary time, but outside of that we try to be generous. We know it can be a little confusing, and we try not to penalize people for it, especially given the international nature of the org where timezone differences can make strict deadlines difficult. We also have a membership drive in October, and the dates for that often vary, so we try to work around the drive dates to make sure that people who donated so they could vote do indeed get a chance to do so.

    This overlap period came up with at least one member who asked me about the timing. If we keep the overlap period, then I think this is one part of election timing where we need to communicate clearly and carefully and be maximally transparent.

    Elections Website

    Another major issue encountered repeatedly during the last election was people having trouble with the elections website. This includes both the informational site and the voting interface. It is my impression that the entire site would benefit from a redesign, but this is a project that would need to be executed in collaboration with the Web committee. I suggest that the next elections officer and I consult with Web on specific issues and proposed changes. For now, I will note the issues I saw:

    Lack of clarity on the donations page wrt eligibility cutoff

    Many people had trouble with this: the relevant button used to say "Donate to Vote", which confused people who donated after the cutoff, as they thought they would be able to vote. This was changed so that the button was less confusing, but this continues to be one page that is in need of serious clarification. The eligibility cutoff should be very clearly visible — if possible, it may be beneficial to change the central donations page to also mention the cutoff during the elections period. This was overall the most persistent and damaging website problem.

    Easy way to find most important info besides news

    Some people had trouble finding basic elections information because it was linked only from FAQ or subpages. A sitemap would help overall, but there is also a general lack of links available directly from the landing page and throughout the site. Potential suggestions for such links include:

    • Current-year candidate statements
    • Compiled transcripts/Q-A
    • Submit a question to candidates (there is a general contact link, but it may be good to emphasize this particular function)
    • How voting works
    • About your voter account

    Overall, many people had trouble navigating the information structure of the website; putting the most important links up front/everywhere only addresses part of this issue.

    Information on past elections

    I've heard reports that this is very difficult to find, and I do think this is valuable information that people demonstrably want to be able to look up. Currently, there isn't really an intuitive way to find transcripts, Q-A's, and candidate statements from previous elections (it's under "Policies").

    The voting accounts and voting site

    Many people found this part of the process particularly confusing. Each voter is given an anonymous, secure account on the voting site. The username is a random string of numbers, and voters are asked to set their passwords before the ballot opens (so there's time to iron out any problems, etc.). Many voters were confused about the difference between having this account and all other OTW-related accounts; there were a number of login problems surrounding this. Once properly logged in, many were confused about the ballot not yet being available.

    The process and reasoning behind these voter accounts should be more transparent, particularly for something that plays such a key role in how we run elections. The voting site would also benefit from more informational text, or possibly a restructuring. Very importantly, the difference between the voter account and all other OTW accounts — particularly AO3 user accounts — should be made as clear as possible.

    --

    A lot of the process behind the website in general was recounted in this election news post: http://elections.transformativeworks.org/2011-otw-elections-voting-people . Overall, I believe that a lot of the information that was included in news posts such as this one and the IRV post last year ( http://elections.transformativeworks.org/2011-otw-elections-voting-process ) should be made available earlier — for the entire election season — and be more closely integrated with the rest of the website.


    Overall, I feel our elections process has great potential. I believe our voting system is spectacular, and this is one of the strengths I believe could be really highlighted, for both transparency and to show what a great system it is for our purposes. Our chats and Q-A provide a great opportunity, but have not really been used to maximum advantage. The general structure of the election could be better-defined and more transparent, as could the role of elections officer, and all of this information could be made easier to find on the elections website. We have a strong base to start from, but there is a lot of work ahead towards optimizing our elections process to fit our needs and strengths.

  • All about OTW election questions

    By Claudia Rebaza on Tuesday, 7 August 2012 - 9:26pm
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    We had a lot of questions submitted to the candidates by voters last year, and we're expecting even more this year. We all want to know what they think of the particular area of the organization we care about.

    However in order to be fair to both voters and the candidates we need to balance the needs of each group. So for the big questions that come up every year, we'll be asking the candidates to write a mini manifesto, in a question-and-answer format about their goals for the OTW and its projects. This will be available at the same time as their biographies, so you can read these before writing in with questions.

    Secondly, we'll organize the questions that are sent in by voters. All the questions will be gathered in advance. The Elections Officer will combine questions that are essentially identical while endeavoring to preserve nuance, taking advice from the current board if needed. Candidates will then be sent those questions over a rolling period, with 24 hours to answer, and a maximum word count of 200 words per question. This will mean that we preserve the quick-response, chat-style feel, but prevent the candidates from getting overworked trying to write long essays.

    Late answers will be marked as such on the website if submitted within 12 hours. Anything more than 12 hours late will not be posted. The candidates collectively have one week to answer all the questions. Over that week, each candidate notifies the elections officer when they are ready for a new batch of questions. The batch is sent, and that candidate has 24 hours to respond. They can't have the next batch until they have answered the previous set. All answers to all batches are due at the end of the week, with the number of batches designed to give a day or two without questions assuming a rate of one batch per day. If a candidate wants, they can answer all the batches one after another over the course of a single day, or spread it out over a week.

    In this manner we hope to give candidates sufficient time to reflect on the questions and manage their schedules while also offering voters a short-term response to their concerns in a more clearly presented format.

  • 2012 OTW Elections

    By Claudia Rebaza on Monday, 30 July 2012 - 1:38pm
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    The Elections workgroup has begun advance planning for our next election in November and in the interests of transparency, we'd like to point out a few useful links. Our FAQs have been updated, with further updates coming soon, and the timeline for 2012 is now available. The FAQs now answer a lot of the questions that came up last year, so please do read them, and let us know if you have any concerns or queries.

    We've made a few changes to the format of the chats and questions to candidates, to give voters a fair chance to ask questions while making it equal for all candidates and without burdening them with excessive time commitments. You can see some of the details in the FAQs, and we'll be explaining more over the next few months.

    Our Elections Officer this year is Jenny Scott-Thompson, supported by a workgroup of people from Communications and Webmasters.

    If you'd like to vote in the election, you need to be a member - i.e. have donated $10 to the OTW within the past year. If you've been a staffer for at least a year, you'll be getting an email about nominations in early September, but feel free to contact Jenny or the workgroup with any questions in the meantime.

  • 2012 Election: Expanding the Board and Amending the Bylaws

    By Claudia Rebaza on Wednesday, 18 July 2012 - 7:32pm
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    The OTW Board has had a number of discussions in the past months related to elections and Board workload. We'd like to talk about the three main results of these talks: we have decided to

    • expand the Board to nine members,
    • hold a 2012 election based around the two new seats, as well as a possible third from the existing pool,
    • and amend the bylaws to accommodate both of these decisions and provide clearer guidance regarding Board member retirements and seat tracking.

    Below, we'll elaborate on our reasoning for expanding the Board, the options we considered for the 2012 election, and the bylaws amendments. We'll also be presenting an explanation of seat-tracking.

    The bottom line: the Board will be expanded to nine people, and there will be an election this year for the two brand new seats. Any retirements between now and the 2015 election will be used to achieve an election cycle of three seats every year, as per the amended bylaws.

    Expanding the Board

    We’ve been talking a lot about Board workload recently -- the OTW has grown significantly over the past four years, which means more liaison work, more scope in Board work, and an overall increase in workload. Expanding the Board may even give us the opportunity to have Board members dedicated to non-liaising managerial and administrative work, strengthening the structural core of our organization.

    However, this expansion does not come without a cost. In some ways, a small Board makes it easier to meet and work together, discuss and gain consensus. A large Board also takes energy from people who might otherwise be doing different staff work, meaning there are fewer people and people-hours left in the org to do non-Board tasks.

    But we think the benefits outweigh the risks, and so we will be changing from a seven-member board to a nine-member board. Our bylaws do not specify the number of Board members, but we are also amending them to make it clearer how elections will work. It is possible to change back in the future if the larger Board is found to be too impractical, or the balance of pros and cons shifts due to other changes.

    This, along with some other considerations, will of course affect elections.

    The 2012 Election and Tracking Board Terms

    The resignation of two Board members in 2011 created a dilemma about the 2012 election. This post from 2011 describes the issue; in short, the OTW's bylaws called for an election to take place every year, but the resignations put us off the normal election cycle, creating the possibility that there would be no open seats in 2012. Last year's Board decided to leave the choice of how to handle this up to to us, the 2012 Board.

    So this year, we considered a few options. We have four people who were elected in 2011, and three from 2010. We all expected to get three-year terms, and it was not determined which of us were stepping into the seats from resignations and would therefore have shorter terms: the election returned an equal cohort and did not rank candidates or assign specific seats.

    While the bylaws as they currently stand do mention vacancies due to retirement, they do not specify the length of terms for those replacing retirees(1). This, combined with our firm principle of electing equal cohorts, leaves us with the situation described above.

    However, the bylaws do not specify a term length. This means that if someone steps down early, whoever fills their seat does not necessarily serve a short term: if necessary, the Board can declare that term to be a full three-year term in order to synchronize with an appropriate election cycle, or, likewise, the seat can be declared short (not necessarily matching up with the remainder of the retiree's term) for similar purposes. This gives us a fair amount of flexibility in how to address the seats and elections issue.

    Below are the options we considered, the relevant bylaws amendments, and all the details on seat-tracking.

    The Options

    • Option 1: Amend the bylaws and don't have an election this year.

      This would allow all current members to keep their seats, and in the not unlikely event of early retirement, the Board would be able to reset the election cycle using those seats.

      We rejected this option because we think it's important to have an election every year, to allow our members' voices to be heard and maintain a healthy turnover.

       

    • Option 2: Hold an election by having two of the current Board members step down (and run again if they wish).

      The retirees' seats would be declared to be full three-year terms, regardless of the length remaining in the retirees' terms. This option would quickly reset the elections cycle without the need to have candidates run for specific seats/term lengths. However, it would also impose short terms on two Board members, and we would prefer to avoid that.

       

    • Option 3: Add two more seats and have one current Board member step down (or run again).

      This option expands the Board to nine members and resets the election cycle quickly. As with Option 2, the vacated seat would be declared a full three-year term regardless of the retiree's remaining term length. The new election cycle would have three seats every year.

      We have chosen this as our fallback option; see below for discussion on expanding the number of Board seats.

       

    • Option 4: Add two seats and amend our procedures to accommodate a staggered election cycle reset.

      This is our top choice. It is the most complex but in many ways the fairest option, as it does not force one of us to retire very early, but also enables an election to happen. Starting from the 2012 election, this will yield two seats the first year (the new seats), then three seats in 2013, then four seats in 2014: close, but not enough to fill the "one third" annual quota required by the bylaws. To fully reset the election cycle, someone will have to step down anytime between now and 2015. This vacated seat will be declared to be whatever length will get us a 3-3-3 cycle.

      To see how this reset will be accomplished, we've put together an extensive explanation below. The takeaway is that this option adds two seats, gives flexibility in when retirement must occur to reset the cycle, and creates a stable cycle by the 2015 election.

      While this still requires one person from the current Board to step down, attrition on Board is not uncommon, and it will at least give everyone a chance to serve longer if retirement must be forced (and assigned randomly). This combines the flexibility of Option 1 and the guaranteed beneficial outcome of Option 3, which includes having an election and expanding the number of Board seats. Depending on how retirements fall out, Option 3 may be enacted as a fallback.

      In either case, there will be yearly elections for multiple seats, and the cycle will be fully reset by the 2015 election.

    Amending the Bylaws

    We will be amending the bylaws to (a) accommodate a two-seat election this year, followed by three-seat elections every year thereafter; and (b) to clarify procedures around retirement and vacant seats.

    The relevant section of the bylaws is excerpted below, with changes in bold.

    Election and Term of Office. At least two (2) Directors shall be elected yearly, and if the Board has nine (9) or more Directors, at least one-third of the Directors shall be elected yearly. The election may be held at an annual meeting of Members, or the Directors may be elected by written consent; provided, however, that, if such consent is less than unanimous, all of the directorships to which directors could be elected at an annual meeting held at the effective time of such action are vacant and are filled by such action. If, at the time set for an election, the number of declared candidates is equal to the number of open directorships, and notice is given to Members, then consent to the candidates’ election may be deemed given unless any Member objects. All Directors shall hold office until their respective successors are elected or appointed.

    4. Vacancies. Vacancies in the Board of Directors may be filled by a majority of the remaining Directors, though less than a quorum, or by a sole remaining Director. Directors so elected shall hold office until their successors are elected at an annual election. In cases in which a Director is appointed or elected to fill a vacancy due to death, resignation or removal, the new Director will hold office for the remainder of the former Director’s term, and the Board may specify procedures for identifying such slots in subsequent elections.

    In plain language, this means that we can add two seats this year, but after that we'll have nine seats and will elect three seats every year. Meanwhile, Board members appointed to vacated seats are expected to serve out the remainder of that term, but the Board can decide how to handle those seats when it comes to elections.

    Arranging the Seats

    The nitty-gritty of the seat-juggling necessary to reset the election cycle is pretty complicated. If you'd like to see the details, we've put together some diagrams and explanations below.

    The image below represents the cycle of seats up for election. Along the top are displayed the years. Elections take place between years and are represented by dashed vertical lines. Individual seats are displayed horizontally: each row represents one seat through the years. The seats are arranged in groups representing the election cohorts: each cohort is elected together and, barring early retirement, steps down together. The groups are staggered so that we have an election every year, with one group of seats up each year. This runs on a three-year cycle, with two seats up (Group A), then three (Group B), then two (Group C), and then we start over again with Group A, who have now served out three years, leaving those seats available for election once again.

    graph representing election seats and cohort grouping, explanation below.

    This turnover within each group is represented by slight changes in hue when a new person steps into that seat by election or appointment. Group A is various shades of green, Group B purple, and Group C blue. So for example, the light purple shade in Group B from 2008-2010 represents Francesca Coppa, Naomi Novik, and Rebecca Tushnet. After the 2010 election, the colour changes to darker purple to represent the newly-elected cohort of Francesca Coppa, Ira Gladkova, and Kristen Murphy.

    Because we elect equal cohorts, the seats are not differentiated except by the election cycle on which they run (i.e. which group they belong to). However, if you look down a column for any given year, you can see where each seat is in its election lifecycle. In 2010, Group A seats were in their first year, Group B seats in their last, and Group C seats in their middle year.

    This next image represents the state of affairs as of the beginning of the 2011 term. We elected three members in the 2010 election (Francesca Coppa, Ira Gladkova, and Kristen Murphy). Shortly thereafter, a member from Group A (Elizabeth Yalkut) retired. At this point, Hele Braunstein was appointed to fill the vacant seat. Seats with some form of turnover that does not coincide with the group's election cycle are represented by diagonal stripes.

    However, in the 2011-2012 election, both of the Group A members stepped down, ending their terms early. Those seats, as well as the two from Group C, went up for election, and four members were elected for three-year terms. This effectively moved what used to be Group A's election cycle back one year. This leaves us with only two cohorts (represented by blue and purple).

    graph showing effect of early retirements and subsequent appointments on election seats and cohort grouping, explanation above.

    At this point, we propose to add two seats — Group Z, represented below in orange — which will go up in the 2012 election (this year). Note that Group Z runs on the same cycle as the now-obsolete green Group A. This gives us a 3-4-2 cycle (B, C, Z — that is, purple, blue, orange).

    graph showing two additional election seats forming the new cohort Z in the context of the other cohorts, explanation above.

    Now all that is left is to reset the cycle to have three seats every year. There are several ways this can happen, depending on Board member attrition.

    If one of the blue-seated members steps down in time for the 2012 election, that seat will have fallen on the same cycle as what used to be Group A, which puts it in sync with Group Z. That seat can then go up for election on a three-year term. The other obsolete Group A seat, occupied by a non-retiring member of the blue cohort, will continue running on the same cycle as the other blue seats, fully integrated now into Group C. The end result is three seats per group; the redrawn group and election lines are shown in red.

    graph showing the effect of an early 2012 retirement on the election cycle and cohort grouping, explanation above.

    This option resets the cycle with the very next election, and means all election seats will be for three-year terms.

    If a blue-seated member retires at some other time, their vacant seat will be filled by appointment to a short term in sync with Group Z. That particular seat may go without election until 2015, but its occupant will still have changed, participating in overall Board turnover. This is represented in the below diagram: no election line is shown for that seat until Group Z's turnover at the end of 2015.

    graph showing the effect of a retirement that is then filled by appointment instead of election, explanation above.

    This is also the scenario that will be applied if no one retires voluntarily: if no one else opts to retire early, one of our blue-seated members has indicated willingness to step down in 2013 with one year remaining in their term.

    If, on the other hand, someone from Group B retires, their seat can immediately be converted into a Group Z seat, filled by appointment or election depending on timing. This would give us three Group Z seats, but only two Group C seats and four Group C seats, with the two B seats up for election next. That's not enough seats to comply with the one-third rule, and so we would still need to ask someone from Group C to step down early. In this case, that seat will be converted to a Group B seat.

    graph showing the effect of a retirement between 2013 and 2015 on the election cycle and cohort grouping, explanation above.

    Any of these scenarios will give us the necessary distribution. The end result will be a new group arrangement:

    graph showing re-arranged groups resulting in a stable election cycle, that is, three overlapping cohorts with three members each on a regular three-year election cycle from 2016 onwards.

    This cycle will be stable by 2016.

    If you have any questions, please feel free to ask here, or contact our Elections Officer using the elections contact form.

    (1) "Vacancies. Vacancies in the Board of Directors may be filled by a majority of the remaining Directors, though less than a quorum, or by a sole remaining Director. Directors so elected shall hold office until their successors are elected at an annual election." OTW Bylaws. (back to the post)

  • 2011 OTW Board Elections - Results

    By .Ira Gladkova on Saturday, 19 November 2011 - 12:08am
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    The results of the 2011 OTW election are in. In alphabetical order by family name, the newly-elected Board members are:

    Julia Beck
    Naomi Novik
    Nikisha Sanders
    Jenny Scott-Thompson

    Congratulations to our newly-elected directors and many thanks to all our candidates! It's been an honour to have such incredible and dedicated people running, and we are proud to work with every one.

    Many thanks as well to all our voters for your participation this election season! We are likewise honoured to have so many fans contributing their voices. Thank you.

    Please feel free to contact our Elections Officer, Ira Gladkova, with any questions. For an overview of the election process we used, a variety of preferential voting, see our voting process page.

  • 2011 OTW Elections Voting - The People!

    By .allison morris on Wednesday, 16 November 2011 - 2:16am
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    We're getting down to the wire — polls open noon UTC 16 November (check the time in your area) and close 48 hours later, at noon UTC 18 November (check the time in your area) — just enough time for one last peek behind the scenes!

    Yesterday's post explaining how the OTW uses a modified version of Instant Runoff Voting to determine multiple winners with a single ballot focused on the technology and how the results are determined once the election period is complete. But our election is far from an instant process; we've implemented procedures surrounding that technology to assure that those results are verifiable, that there are multiple corroborating sources to disallow any possibility of tampering, and that we have created an audit trail.

    The OTW's Elections committee, active throughout the 2008 and 2009 terms, felt that was important; not because they felt there was a danger of tampering, but because we, as an organization, should be able to assure our members with full confidence that their votes are being handled with care and respect. After all, we are an organization founded by fans, run by fans, and working in the interests of fans; our Board elections are one of the many ways that our members guide us.

    Today we offer a peek at what the staff members tasked with elections work have been doing over the past weeks, and how they will be spending the next few days.

    First — who are these people? Well, the elections process requires that we fill several roles. Candidates! They're pretty important, and they've been working hard throughout the candidacy period to share their vision while simultaneously carrying out their regular work load for the OTW. But you know about them already (if you don't, please peruse all of our Elections posts, or visit the Candidate Information page!) The next role that's vital to the process is the Elections Officer — this year, that's Board member Ira Gladkova. They are appointed by the Board at the beginning of the term, and they work throughout the year to prepare, to talk with potential candidates, and to make certain that we are hitting all of our marks according to the Elections Timeline. The Elections Officer is also responsible for making all elections announcements, for clarifying policy to our members, and for working with the OTW's Legal team in case of questions that go beyond policy. The Elections Officer also fields questions from voters, and makes certain that any questions of eligibility are resolved as soon as possible. (Contact the Elections Officer here.)

    So those are the visible people. But we have more! Not many more, in order to protect donor confidentiality, but a few. Our trusty Systems committee, for example, will be watching our website traffic to make sure that the Elections site stays accessible, and to address any slowdowns if they happen.

    The last roles involved are filled by two members from our Webmasters committee. The OTW Webmasters all work on the Elections website until it's time to lock it up securely — that's a minimum of two weeks out from the election — and up until then, they apply updates, double-check software, and conduct rigorous tests of both the ballot and the ballot tallying. At two weeks before the election, the Elections site is locked down. All existing site accounts (including those belonging to all other staff) are deleted, leaving only two. Those two then create the ballot according to the Elections Officer's instructions. In that next week, the OTW Development & Membership committee delivers a list of eligible voters to the Elections officer, as a list of email addresses only, dropped in the OTW's secure file vault. Half of the list is then deposited into each of the elections Webmasters' vault spaces, and they begin to create the voting accounts. In order to create them, they use random.org to generate an 8-digit random number to use as an account name, and pair it with a voter email address. No list is created of these accounts, and no record of which number goes with which email is easy to generate. It's not impossible! Just too much trouble for someone to do accidentally. All of these accounts are created as inactive, which becomes important in the next step.

    The first big milestone that impacts the elections Webmasters is one week prior to the voting period; that's when all of our voters get their informational email, including their account information, a link that will lead to the ballot once it goes live, and a basic outline of how the process will work. The text of that email is created by the Elections Officer, and the elections Webmasters enter the text as an automatic website message that is triggered by account activation. At the one week mark, all accounts are activated, sending out those messages.

    The next week allows us to address any emails that went astray and correct them before voting day. (This year we had a few sbcglobal emails disappear without a trace — we think we've heard from everyone who might have had that problem, but if you think you didn't get your email, contact the Elections Officer!) The elections Webmasters also make any necessary edits or additions to the Elections site, since they are the only ones with access — like the Candidate Profiles that were posted recently, and all elections-related news posts.

    On the day the election opens, the elections Webmasters change the automatic account activation message to new text that announces that the ballot is open, and contains all necessary voting information. Then, just before the ballot becomes active (it's on an automatic timer) they trigger the email message to all voters by deactivating all voter accounts, and then reactivating them.

    The elections Webmasters split the 48-hour voting period into four hour shifts, each taking six. Each shift means that person is "on duty" — they are ready to troubleshoot any account access problems the Elections Officer contacts them about, and they also help to create that audit trail. At the end of each four-hour shift, the Webmaster on duty takes a screenshot of all ballot results as of that moment, zips the resulting images, and drops them into the Election Officer's vault space. All results are capped each time, meaning that any changes to existing votes would be apparent in the case of examination. Both are on duty for the final shift, and both make separate screenshot packages and deposit them in the vault.

    Once the ballot has closed, the Elections Officer communicates the results to the candidates and to the voters, and posts them publicly. If any candidate chooses to question the result, the screenshots made throughout the process in the web administrative interface would be examined and recounted, as well as potentially corroborated with information from the Systems committee.

    We like to think knowledge is power! Or at least we think that our voters would like to know what's happening behind the scenes! We hope this has answered a few questions. Happy voting!

  • OTW Elections – What the Bylaws Mean for the Coming Term

    By .Ira Gladkova on Tuesday, 15 November 2011 - 6:51pm
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    Although polls have yet to open for our 2011 election, we're already thinking ahead to 2012. As some of you may have noted, the circumstances of the current election present a complication for next term. There are a total of seven seats on the Board, and Board members are customarily elected to three-year terms. We have four open seats in this election; two are from terms that ran out this year, and two are from Board members retiring before their terms are up (both would have had one more year). Meanwhile, the three Board members staying on were all elected last year, and those terms aren't up for another two years. As things currently stand, this effectively leaves no seats open for a 2012 election. However, our current bylaws state that one-third of the Board must be elected every year.

    The Board has discussed this issue and consulted with the Legal chair. There are several potential ways of handling the situation, including holding an election in 2012 (the details of which would have to be determined) and/or amending the bylaws (to allow us to skip elections for a year). The Board has decided not to alter anything about the current election, as we feel that to do so would be unfair to the candidates and voters. Rather, the current Board believes that the course of action should be determined by the new Board in consultation with the Legal committee, as it is the new Board who will be most closely affected by any decision.

    In summary: the anticipated lack of open seats in 2012 is an issue that needs to be addressed before the next election season. However, nothing has been decided yet, and the issue will not affect how the current election is conducted.

    As a reminder, voting in the 2011 election opens in about a day and a half; polls open noon UTC 16 November (check the time in your area) and close 48 hours later, at noon UTC 18 November (check the time in your area). Voters will receive a reminder email before polls open; if you believe you qualify to vote in this election but have not received a voter email, please contact us as soon as possible!

  • 2011 OTW Elections Voting - The Process!

    By .Ira Gladkova on Tuesday, 15 November 2011 - 2:39am
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    As we approach the voting period — polls open noon UTC 16 November (check the time in your area) and close 48 hours later, at noon UTC 18 November (check the time in your area) — we bring you one more resource: everything you ever wanted to know about the voting process!

    We're providing both textual and graphic explanations of the process, and cover how to cast your vote, how we tally the results, and plenty of examples. There's a short version for those who just want the basics, and, below the cut, a long version for those interested in the details. Let's go!

     


     

    The Short Version

     

    How to Cast Your Vote

    • You will be asked to log in with the password you chose for your voting account.
    • The ballot contains five candidates and a placeholder slot. Please leave the placeholder unranked! It is required by the voting software, but is not an actual candidate. For a more detailed explanation, check out the long version below.
    • Since there are only four available seats and five candidates, you will be asked to rank candidates in order of your first preference, followed by second preference, and so on.
    • You are not required to rank all the candidates — voters must rank at least one candidate, but otherwise can rank as many or as few as they wish.
    • Once you are satisfied with your rankings, click on the "Vote" button to cast your vote.
    • Warning: There’s no going back after you cast your vote, so please consider your choices carefully! :)

    How We Tally Results

    • Vote tallies will be done by modified IRV (instant-runoff voting), also known as preferential voting process. (You can read more about IRV here at our elections website, or in the second half of this post.)
    • If there is a simple majority of first preferences for a candidate (i.e., the candidate is the top choice on more than 50% of the ballots), then that candidate takes one of the seats and is removed from consideration for all the other seats.
    • After a candidate is seated, the initial ballots will be recounted to fill the next seat, and the next, until all seats are filled, removing from consideration the candidates selected for the previous seats. Since each vote starts over from the original pool, based on voter preferences, each round is its own separate selection process.
    • In any instance where there is no simple majority, the following steps will be taken to determine the winner of the given seat:
      1. The candidate with the fewest first preference votes is eliminated from this cycle.
      2. The votes that would have gone to the eliminated candidate are replaced by each affected voter's next preference, and the votes are re-tallied for the remaining candidates. This process is repeated until a 50% majority is reached and the seat is filled.
      3. Once that seat is filled, a new cycle of voting begins for the next seat, returning to the initial ballot. Any candidate already elected to a seat is removed from consideration, and all votes for those candidates are replaced by respective voters' next preferences. After this cascade, first preference votes are re-tallied.
      4. Steps 1 and 2 are repeated until a simple majority is reached for each seat.

    A Few Takeaways

    • This process lets us fill multiple seats with a single ballot and without any hierarchy among the elected candidates.
    • A candidate with the most votes overall may not necessarily get a seat if those votes aren't as high-preference. Similarly, a candidate with few first-preference votes early on in the process may win a seat as candidates are eliminated and preferences cascade. See the graphics for examples!
    • A lowest-preference vote is different from leaving a candidate off your ballot entirely. A low-preference vote can still eventually cascade into a high-preference vote through elimination of other candidates in that cycle. Leaving a candidate unranked means they don't get your vote at all.
    • Since, after the one required ranking, voters can rank as many or as few candidates as they wish, voters have many options for how to distribute their votes. But be careful — ranking only one candidate, for example, does not give that single vote any more "weight" and means you have no voice in ranking the remaining candidates — but it does mean none of the other candidates get any vote from you. Distribute your votes with care!

    Pictures!

    We've had several awesome contributors put together graphical representations of the process, as well as a text-based walkthrough and a step-by-step look at some sample voting data in raw tabular form. Take a look!

    Below is a macro view of the process, representing votes by aggregate as slices in a pie chart.

     A graphic representing the OTW IRV process as flowchart in pie chart form

     A graphic representing the OTW IRV process as flowchart in pie chart form

    Please note that Purple, who was last to be eliminated from the first cycle and had many first preference votes in the first round of that cycle, did not get a seat in this example. Meanwhile, Red, who had relatively few first preference votes in the first cycle, won a seat in the second cycle. Wondering how this can work? Check out the next set of images, which shows how the votes move around!

    This next set of images provides a closer look, taking a very small data sample and showing the individual votes and how preferences cascade as candidates are eliminated. (Click on the images for full-sized versions.)

     a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid

    The rest of this set of images, as well as the long version of the IRV explanation, the text-based example, and the tabular example are all below!

     a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid  a graphic representing the OTW IRV process as colored tiles in a grid Visual

    Please note that B had the most votes overall, but is the only candidate to not win a seat, because those votes were lower-preference.

     


     

    The Long Version: IRV, a Closeup View

     

    How it works

    Instant Runoff Voting is an election system that allows a decision with a single round of voting by asking voters to rank their choices in order of preference. The biggest advantage of this system for our purposes is that generally, this eliminates the need for additional balloting to break a tie and elects an equal, rather than hierarchical, cohort of candidates.

    We use Drupal's decisions module, set to instant-runoff voting (aka preferential voting). Voters use a ballot that allows them to give a numerical rank to all candidates. Attempts to assign the same rank to multiple candidates are disallowed. Any candidate lacking a rank is given no weighting in the ballot. If a voter casts a ballot which ranks candidate A as fourth preference and candidate B as second preference, but lists no first or third preference, then the system represents candidate B as that voter’s first preferences, and candidate A as their next most preferred candidate.

    IRV is a system that determines only a single winner, and as the OTW elections are meant to fill all available board seats without establishing a hierarchy or ranking for the incoming members, the decisions software is reset after each round of seat selection to determine each winner — but this time with elections staff editing the ballot to delete the winner of the previous seat. This removes the winner, and their rankings, from the results, leaving all of the other candidates, and their rankings, in place. Any gaps left by the eliminated candidates are filled by cascading each voter's preferences for the remaining candidates, in the same manner as the example above where a voter picked only a second and fourth preference. The system then automatically tallies the votes again, returning a second winner.

    This process nearly eliminates the need for tiebreaker votes. If there is a tie and there are enough seats available to seat all the tied candidates, then all those candidates are seated and, if necessary, the process can continue. If there are not enough seats for all tied candidates, then the number of second preferences votes for those candidates will be tallied next, and so on until the seats are filled. Only in the extremely unlikely event of a tie for insufficient seats where all preferences match exactly is additional voting necessary.

    It is important to understand that this system revolves around relational voter preferences — all candidates in relation to each other, rather than absolutely. This is what is behind the cascade of preferences as candidates are eliminated, and also what allows this system to fill multiple seats with no hierarchy among the elected candidates. The cascade of votes makes it difficult (as well as undesirable) to draw clear hierarchies, even in the first cycle, where the candidate with the most votes overall is not necessarily the candidate who will end up with majority first preference and win a seat.

    Here is the process across multiple cycles, step-by-step:

    Cycle One (if there is no clear majority winner):

    1. First preference votes are tallied.
    2. The candidate with the fewest first preference votes is eliminated for this round, and all votes for that candidate are replaced by that particular voter’s next preference.
    3. The process is repeated, each time eliminating the candidate with the least votes and substituting the voter’s next preferences for the remaining candidates, until a clear majority of first preferences is determined. That candidate is seated.

    Where things get tricky is in Round 2, where you return to the initial ballots, but then the election staff eliminates the winner of Round 1. Then, if there is no simple majority after votes are tallied, they eliminate the candidate with the least number of first preference votes:

    Cycle Two:

    1. All votes for the candidate who won Round 1 are replaced by each affected voter’s next preferences.
    2. First preference votes are then tallied, just like the first round.
    3. If there is no simple majority winner, the candidate with the least votes is eliminated, and the process continues just as it did before until a majority is reached.

    Cycle Three:

    The third round also starts over from the entire original vote pool, removing votes for all candidates who have already been elected and substituting that voter’s next choice.

    Since each round starts over from the original pool, based on voter preferences, each round is its own separate selection process.

    More examples!

    To see a full example of a single cycle with sample candidates and a many votes, check out this text-based walkthrough of the process, which shows the votes and winners for each step of the process: IRV Walkthrough. The link goes to a series of web pages that walk you through the elimination rounds of a single cycle.

    To see an example of raw voting data in tabular form, check out this series of spreadsheets: IRV Spreadsheets. This works from the same data as the above example, but follows on from the first cycle through all four cycles. Click through the sheets, numbered at the top, to watch the process in action. This example also includes a tie, showing how the modified IRV process nearly eliminates the need for tiebreaker votes.

    The placeholder slot

    Wondering about the placeholder slot? Here's how that works: our balloting system allows voters to rank all candidates, independent of the number of seats — so if there are 7 candidates, all 7 can be ranked. However, a recent security upgrade to Drupal's decisions module — the software we use to run the election — changed this. The software now allows voters to rank all but one candidate — so if there are 7 candidates, you would only be able to rank 6 of them.

    Despite the software change, we prefer to give voters the choice of opting into (ranking) or opting out of (leaving off the ballot) each and every candidate. Giving a candidate lowest preference is a different choice from leaving a candidate off the ballot altogether, since low preferences can eventually cascade up into first preferences as other candidates are eliminated.

    For this reason, we have added one extra "candidate" to the ballot: a placeholder candidate that will take the unranked slot. You can still leave other candidates off your ballot, or you can choose to rank them all.

    We apologize for this somewhat awkward workaround, and hope to modify the software before next year's election so that it will no longer be necessary.

     


     

    We'd like to thank the many contributors who have helped make this post possible, including Aja, Allison Morris, Candra Gill, Ira Gladkova, Kristen Murphy, Renay, and Seventhe Dragomire.

    We hope this post has helped you understand the voting system and given you tools to help plan your vote. Happy voting!

  • 2011 OTW Candidate Profiles!

    By .Ira Gladkova on Saturday, 12 November 2011 - 11:05pm
    Message type:
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    We now have another resource available on the OTW Elections site: candidate profiles! These pages gather up all of a given candidate's responses across all chats and questions, so voters can read everything from a particular candidate in one place. While no new information is contained in these profiles, and all responses are still available in their original contexts (see the initial and second chat transcript and linked overflow questions), we do hope that this additional style of organization will make it easier for voters to find the information they need.

    While Lucy Pearson has withdrawn her candidacy, we are retaining her statement and candidate profile, as her presence and responses have been invaluable in this election and her words and ideas continue to be of interest. Thank you, Lucy!

    The profiles are linked from the OTW Elections site candidates page, or you can look at them directly here:

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