anaheim hills elementary pta president procedure book

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Anaheim Hills Elementary PTA President Procedure Book THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.” Orange Community Council

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Anaheim Hills Elementary PTA President Procedure Book. Orange Community Council. “THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”. Cambridge Street Elementary PTA President Procedure Book. Orange Community Council. “THIS BOOK BELONGS TO THE COUNCIL. - PowerPoint PPT Presentation

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Page 1: Anaheim Hills Elementary PTA President Procedure Book

Anaheim Hills Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 2: Anaheim Hills Elementary PTA President Procedure Book

Cambridge Street Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 3: Anaheim Hills Elementary PTA President Procedure Book

Canyon High School PTSA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 4: Anaheim Hills Elementary PTA President Procedure Book

Canyon Rim Elementary School PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 5: Anaheim Hills Elementary PTA President Procedure Book

Chapman Hills Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 6: Anaheim Hills Elementary PTA President Procedure Book

Crescent Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 7: Anaheim Hills Elementary PTA President Procedure Book

El Modena High School PTSA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 8: Anaheim Hills Elementary PTA President Procedure Book

El Rancho Charter School PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 9: Anaheim Hills Elementary PTA President Procedure Book

Esplanade Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 10: Anaheim Hills Elementary PTA President Procedure Book

Fairhaven Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 11: Anaheim Hills Elementary PTA President Procedure Book

Fletcher Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 12: Anaheim Hills Elementary PTA President Procedure Book

Imperial Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 13: Anaheim Hills Elementary PTA President Procedure Book

Jordan Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 14: Anaheim Hills Elementary PTA President Procedure Book

La Veta Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 15: Anaheim Hills Elementary PTA President Procedure Book

Lampson Elementary PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 16: Anaheim Hills Elementary PTA President Procedure Book

Linda Vista Elementary PTAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 17: Anaheim Hills Elementary PTA President Procedure Book

McPherson PTSAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 18: Anaheim Hills Elementary PTA President Procedure Book

Orange High PTSAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 19: Anaheim Hills Elementary PTA President Procedure Book

Palmyra Elementary PTAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 20: Anaheim Hills Elementary PTA President Procedure Book

Panorama Elementary PTAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 21: Anaheim Hills Elementary PTA President Procedure Book

Portola Middle School PTSAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 22: Anaheim Hills Elementary PTA President Procedure Book

Prospect Elementary PTAPresident Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 23: Anaheim Hills Elementary PTA President Procedure Book

Running Springs PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 24: Anaheim Hills Elementary PTA President Procedure Book

Santiago Charter Middle School PTSA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 25: Anaheim Hills Elementary PTA President Procedure Book

Sycamore Elementary School PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 26: Anaheim Hills Elementary PTA President Procedure Book

Taft Elementary School PTA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 27: Anaheim Hills Elementary PTA President Procedure Book

Yorba Middle PTSA President Procedure Book

“THIS BOOK BELONGS TO THE COUNCIL. IT IS NOT PERSONAL PROPERTY.”

Orange Community Council

Page 28: Anaheim Hills Elementary PTA President Procedure Book

Committee Budget

Write the approved amount for your committee’s expenditures. Then write in the funds used for projects and/or events that you are in charge. It will give your successor an idea of the expenses of your committee. At the same time it will help with the committee’s planning and continuity.$ ____________ approved for ___________________

Date Expenses Category Amount

Total $

Page 29: Anaheim Hills Elementary PTA President Procedure Book

My Contacts

Each officer or committee chair should have a contact list. The list should include school administrators, vendors, fundraiser representatives, PTA leaders, etc. Identify each contact with their phone number and email address. Feel free to add notations on the best time and way to get a hold of your contact. As well as how far in advance you’ll need to get in touch with your contact before an event or project.

Name Phone email

Diana Flores-OCC PTA President 714-998-9102 [email protected]

Andrea Yamasaki –Executive VP 714-998-9128 [email protected]

Allan Galera-1st VP Legislation 714-628-0620 [email protected]

Cheryl Baltes- Secretary 714-401-6526 [email protected]

Kim Nichols – Treasurer 714-771-5791 [email protected]

Yvette Nelson –Financial Secretary 714-997-4988 [email protected]

Leisa Ensworth - Auditor 714-744-4765 [email protected]

Sandra Davidson – Historian 714-612-2187 [email protected]

Carol Barnes- Parliamentarian 714-637-2858 [email protected]

Regina Singh –Website Coordinator & Scholarship Chair

714-883-5205 [email protected]

Carolina Robles-Community Concerns Chair

714-675-0778 [email protected]

Page 30: Anaheim Hills Elementary PTA President Procedure Book

Every officer and committee chair must maintain a list of resources that can be referred to obtain information necessary to perform its responsibilities accordingly in learning on how to become a stronger leader for its commcouncily.

My Resources

Resource Webpage Contents4th District PTA www.fourthdistritpta.org

California PTA www.capta.org

National PTA www.pta.org

PTA Insurance www.pta.bbt-knight.com Username: ptauserPassword: member

Page 31: Anaheim Hills Elementary PTA President Procedure Book

Conflict - (Del lat. conflictus) 1. fight, battle, war 2. competitive or opposing action of incompatibles : antagonistic state or

action (as of divergent ideas, interests, or persons); mental struggle resulting from incompatible or opposing needs, drives, wishes, or external or internal demands 3. the opposition of persons or forces that gives rise to the dramatic action in a drama or fiction

There is conflict everywhere you go, so don’t be afraid of it. The question is, how do we deal with our differences? The answer is not easy but its surprisingly simple. The secret to peace and to find a resolution or perhaps even better a reconciliation is ourselves. However, if you encounter conflict that quickly escalates into a communication break-down, as a PTA member you should immediately take steps to resolve it. It is an agreed process of all parties involved to come up with a steadfast resolution. Do not take sides, it is of upmost importance to be impartial as a leader. Face the problem and NOT the people and their personalities.Try to listen actively, meaning; do not interrupt the speaker. There is no “right” or “wrong” way of fixing concerns; I believe there is a “practical” or “feasible” way.

Communication Promise

To: _______________________ From: ______________________2. Tell it me first and privately.3. Tell it to me in a way I can understand.4. Tell it to me as soon as if concerns you. 5. Give me time to think about it before we come to a resolution.

The following pages have some practical suggestions that hopefully can help you manage difficult situations with other volunteers.

Conflict-Resolution in

Page 32: Anaheim Hills Elementary PTA President Procedure Book

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Communication Promise

To: _______________________ From: ______________________1. Tell it me first and privately.2. Tell it to me in a way I can understand.3. Tell it to me as soon as if concerns you. 4. Give me time to think about it before we come to a resolution.

Page 33: Anaheim Hills Elementary PTA President Procedure Book

Conflict-Resolution & Decision-Making Strategies

Five-Step System on Conflict-Resolution & Decision Making1. Identify the problem.2. Gather information.3. List the possible choices. (Alternatives)4. Consider the good and bad sides of each choice. (Think about what is important to you)5. Make a choice. (Pick from the alternatives)

Four-Step Problem Solving Model (Dr. Robert Myrick)The following problem-solving model complements the PAL listening-skills lessons, as the basis for this approach is the use of open-ended questions. Notice all four questions begin with “What” and require more than a one-word response. 6. What is the problem or situation?7. What have you tried to solve the problem?8. What else could you do to solve the problem?9. What is the next step? When?

The IDEAL System on Conflict-Resolution & Decision MakingIDEAL is a strategy that allows a peer helper to organize and outline the necessary steps for effective decision-making. The strategy is called IDEAL because an easy way to remember it is to think of the IDEAL situation or outcome. Identify the problem or situationDevelop an action plan.Evaluate the action plan. (Positive and negative consequences)Act. (Put the plan into action)Learn from your plan. (Mistakes)

Nine-Step System on Conflict-Resolution & Decision Making10. Identify the problem or decision.11. Gather information.12. Brainstorm alternatives.13. Predict consequences.14. Check the “forgotten factors.”

attitudes, values feelings, emotions pressures: peer, advertising, family risk levels habits

6. Choose an alternative.7. Identify an action plan.8. Act.9. Evaluate.

It is important to realize that no matter the strategy you choose the important step is to “Identify the problem or situation.” The key message is: If we don’t know what our goal is, we’ll never get there! Note: Upon studying the four aforementioned systems, we recommend you choose one to use during your training. That way you can avoid further confusion and it will help you maintain focus.

Page 34: Anaheim Hills Elementary PTA President Procedure Book

Four-Step System on Conflict-Resolution & Decision Making

What is the problem or situation?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What have you tried to solve the problem?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What else could you do to solve the problem?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What is the next step? When?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Page 35: Anaheim Hills Elementary PTA President Procedure Book

Five-Step System on Conflict-Resolution & Decision Making

Identify the problem.______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Gather information.______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

List the possible choices. (Alternatives)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Consider the good and bad sides of each choice. (Think about what is important to you)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Make a choice. (Pick from the alternatives) ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Page 36: Anaheim Hills Elementary PTA President Procedure Book

The IDEAL System on Conflict-Resolution & Decision Making

Identify the problem or situation.______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Develop an action plan.______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Evaluate the action plan. (Positive and negative consequences)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Act. (Put the plan into action)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Learn from your plan. (Mistakes)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

IDEAL

Page 37: Anaheim Hills Elementary PTA President Procedure Book

9-Step System on Conflict-Resolution & Decision Making

1. Identify the problem or decision.

2. Gather information

3. Brainstorm alternatives.

4. Predict consequences.

5. Check the forgotten “factors” such as attitudes and emotions.

6. Are there pressures coming from: peer, advertising, work,

family? What are the risks levels? What are the habits? Choose

an alternative.

7. Identify an action plan

8. Act.

9. Evaluate.

Page 38: Anaheim Hills Elementary PTA President Procedure Book

Common Sense Mistakes Volunteers Make in

Impose your personal standards of “right and wrong on others; and believe that everybody will accept them as such.

Judge others happiness based on your own happiness.

Expecting a consensus only on your opinions.

Seeking experience and common sense from youth.

Seeking perfection in our own actions.

Worrying yourself and others for things that cannot be solved.

Unacknowledged everybody's weaknesses ..as well as our own.

Consider impossible what we cannot achieve.

Live this moment, this day, this time as if it was so important, that it will last forever.

Judging people only by their external qualities when in reality its their internal qualities that define them. Remember: don’t judge a book by its cover.

Page 39: Anaheim Hills Elementary PTA President Procedure Book

Diplomacy Helps Everyone Grow

PTA is a professional association advocating on behalf of children. As we speak for every child, it is important to be tactful, sensitive, politically correct and cautious when speaking or writing as a representative of PTA. Diplomacy is a skill that can be acquired with practice and thought. Leaders are those we want to follow, so how we speak to and in front of others is important. Think about the following: It is all in the delivery of the message-be aware of your body language and tone of voice. Both are indicative of showing respect.

Think before you speak and plan your words ahead of time, especially if you anticipate a problem during a discussion.

What is the intention of your message? Select your words and consider the consequences of your statements.

How will your message be interpreted by attendees or readers?

Who is your audience? Anticipate the situation and how it should be handled.

Do you need to rephrase your thoughts?

Try this valuable exercise with your board members. Rephrase statements you’ve heard and situations you’ve encountered. Examples

I’m in charge now, so here’s how things are going to be. Diplomatic version: “I believe in teamwork and cooperation and I will be expecting that from you as well.”

You need to let go of this, move on, and let me do it my way. This is my job now.Diplomatic version: “This is awkward for both of us. How do you see us working together as a team?”

When there is a problem or conflict situation that is causing problems:Diplomatic version: “We have an issue that we need to solve quickly, I know we can do that with everyone’s thoughts, input and energy.”

When discussion gets off-track and meetings get too long. “Let’s table that discussion and get back on track. We’re beginning to loose sight of the main point.”

Reference: Perfect Phrases for Managers and Supervisors by Meryl Runion

Page 40: Anaheim Hills Elementary PTA President Procedure Book

Responsibilities Of Officers & Chairmen

The following expectations must be met by all executive board members and chairmen:

• Accept office or position only when willing to uphold the policies and procedures

• Of California PTA and National PTA;

• Accept office only when willing to prepare to fulfill the responsibilities of the office;

• Study and follow council bylaws and standing rules;

• Attend and actively participate in meetings;

• Review and maintain the procedure book and files for the position;

• Abide by the will of the majority;

• Respect the privacy of the business of the executive board;

• Protect the privacy of all members by not allowing distribution of membership lists to outside

interests;

• Meet deadlines and fulfill assignments promptly;

• Give accurate and detailed account of all monies entrusted to them;

• Delegate instead of doing it all yourself;

• Develop and strengthen leadership;

• Attend conferences, workshops and conventions;

• Ensure a good transition by passing on all resources and records; and

• Resign if unable to perform the required duties of the office.

Page 41: Anaheim Hills Elementary PTA President Procedure Book

How To Create A Board From Hell

YES! You too, can build your own “Board from Hell.” It’s easy. Just follow these simple steps and within months (or even weeks) you will get results!

1. Never explain the job thoroughly to anyone joining your board.

2. Don’t encourage board members to participate in training or orientation.

3. Be sure to schedule board meetings and association meetings at different times each month so

that no one will start to count on them; or schedule them one at a time at the end of each

meeting. Better yet, don’t schedule them at all, just wait until you have a big meeting.

4. Never have a quorum, just go ahead and meet anyway.

5. Always elect someone to chair a committee or your board who is absent from the meeting.

6. Don’t enforce office terms.

7. Diversity be damned. Elect all your friends so that no one will question what you do.

8. By all means, never ever, let the school staff get to know your board.

9. Among board members, do NOT encourage:a. Opennessb. Respect for others and their opinionsc. Haring of new ideas

10. Never provide social opportcouncilies for your board. Don’t even THINK about thanking them.

11. Don’t share information with board members before the meetings.

12. Don’t bother with committees, just do it all yourself, never delegate.

13. Don’t have a written agenda, let the whole board discuss everything to death.

14. When board members, committee chairs, parents and principal question issues of policy or

financial matters just tell them “It’s under control and not to worry”.

15. Never put anything in writing, your board members, committee chairs, parents and school staff

may think you mean it.

16. Don’t give your board, committee chairs and the principal a copy of the bylaws. Also make sure

not to give them a procedure book for their job.

Page 42: Anaheim Hills Elementary PTA President Procedure Book

Helping My Successor Be Effective!

Thank you for accepting the responsibility of this PTA position. I have worked hard to put together a this Procedure Book that will help you to be an effective leader. The main purpose is that it will be a useful tool by helping you to have a successful job performance within your PTA

The following short survey is to enhance this document therefore helping future PTA officers with their efficient performance of their responsibilities.

What do you wish you have done differently? ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What piece of advice would you give your successor? ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What made possible your successful job performance?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

The one thing I wish I had know…. ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________