president’s presentation - 101 september 4 th , 2013
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North Fulton Council PTA ® every child . one voice . ®. President’s Presentation - 101 September 4 th , 2013. The PTA Organization. National Board of Directors National Council of States Georgia Board of Directors Districts Board of Directors – District 10 - PowerPoint PPT PresentationTRANSCRIPT
President’s Presentation - 101
September 4th, 2013
North Fulton Council
PTA ®
everychild. onevoice. ®
National• Board of Directors• National Council of States
Georgia• Board of Directors
Districts • Board of Directors – District 10
Councils – NFC PTA, SFC PTA, APSC PTALocal PTA Units – Board & members
The PTA Organization
PTA History • Founded in 1897 by Alice McLellan Birney & Phoebe Apperson Hearst• Fought for creation of Kindergarten classes, child labor laws, hot lunch
program, Parent & Family Legislation;• Locally - Georgia PTA = Collective PTA voice at state level
PTA MissionTo make every child’s potential a reality by engaging and empowering families and communities to advocate for all children.
NFC PTA Mission – Engage, Educate & CollaborateTo engage, educate and collaborate with local PTAs, school administrators & community leaders in developing best practices, strong relationships and essential resources to support the education of our students.
PTA Purpose
Noncommercial, Nonsectarian, Nonpartisan Work with schools and communities Promote health and welfare of children and youth Net earnings not a benefit of being a volunteer Activities inline with 501(c)(3) of the Internal Revenue
Code Shall not participate or intervene in a political
campaign on behalf of or in opposition to any candidate
Basic Policies of PTA
Executive Committee Officers – Vice Presidents, Secretary, Treasurer Principal or Designee Parliamentarian
Board Officers Principal or Designee Standing Committee Chairs Parliamentarian
Your PTA Organization
• Legal responsibility;• Duty of Care, Loyalty & Obedience;• Be an advocate;• Three major roles in the life of your PTA
• To establish mission and direction;• To ensure the necessary resources of funds and
leadership; and; • Provide legal, fiduciary oversight on behalf of the
people served, members and the public.
Your Board’s Responsibility
Passive Advocacy• Sign-up for legislative updates – Capitol Watch at …• Respond to action alerts• Publish legislative articles in your newsletter• Know what you can and cannot do in an election year about ballot
issues and candidates• Recap critical legislative issues for your PTA community
Active Advocacy• Attend the Advocacy Conference - Sept. 28• Attend the PTA Day at the Capital – • Bring a friend to PTA Day at the Capital• Promote PTSA Youth Day at the Capitol, Feb. 13
Being an Advocate
• Attend board and committee meetings;• Read board materials before each meeting;• Stay informed about the issues;• Participate in board discussion and decisions;• Develop a plan of work and submit it;• Submit reports;• Inform and seek permission from the president;• Communicate on a regular basis with
chairpersons & committee members.
Board Member’s Job Description
• How many committees do you need?• Is the event or program a priority?• Do you have the capacity (i.e. volunteer,
financial, school support)?• Standing vs. Special Committees – What’s
the difference?
Your PTA Committees
Standing Committee• Works in a certain area• Continuous service (e.g., Membership, Legislation,
Bylaws, Parent Involvement)
Special Committee• Formed for a specific purpose• When work is done, automatically goes out of existence
(e.g., Nominating, SPLOST, 10th Anniversary)
Types of Committees
• Committees should draft a “Plan of Work” (POW);• Vice President’s review committee POW &
associated budget;• Committee POW’s & budget should be approved
by executive committee;• Pass along or develop Committee Procedure
Book;• Throughout the year, review and modify the
procedure book, as needed.
What does a committee do?
Your PTA Organization
The PTA Board is in charge of running a business!
• Develop a Mission Statement and overall goals
• Create a Strategic Plan• Insure proper financial oversight• Create legal and ethical oversight• Establish Individual roles of board members• Document board member’s job description
Managing a Non Profit Board
Strategic planning – developing a business plan or the annual operating plan and budget
Financial oversight – keeping track of the association’s financial health and initiating corrective action when necessary
Legal and ethical oversight – using policies and procedures to ensure that legal boundaries are not breached
Individual roles of board members – to be part of a group vested with the authority to make decisions on behalf of the association and accountable for the effects of decisions made.
What does that mean?
• Create a PTA Mission Statement and overall strategic goals’;• Understand the principal’s vision, goals and priorities (not
just “wish list”);• Form mutual goals and action with the PTA, Principal &
Foundation (if applicable);• Develop relationships with your Leadership Team, the
Principal & staff, the LSAC and the community; • Make time to plan;• Assess your population and community to insure that your
programs are reflective.• Think “sustainability”!
Build a Solid Foundation
Leadership and management must go hand in hand. They are not the same thing. But they are necessarily linked, and complementary.
Adapted from “The Wall Street Journal Guide to Management” by Alan Murray, published by Harper Business.
Leadership vs. Management
• Attend training;• Connect with your Council and District;• Use and share resources regularly;• Follow policies, procedures, and the law;• Develop a full calendar of events – PTA & School, Council, District, State & National events;• Be fiscally responsible• Focus on your Mission and goals• Be a team leader and role model (set an example)• Take time & evaluate programs/events• Be patient & determined
Leadership Must-Do’s
= Team Leader and Manager
Protects Assets….Volunteer, Financial and Good Name
Achieves Goals….Benefit children and increase family
engagement.
The PTA President
• Services in absence of president;• Assists president & performs duties assigned
by president;• Attends council, district and state functions;• Strengthens team to achieve goals;• Financial oversight of committees;• What if you have multiple vice
presidents, who’s 1st VP?
Vice President Duties
• Takes minutes at all meetings (executive committee & general meetings);
• Sends meeting notices;• Prepares agendas with the President;• Submits board contacts online to Georgia PTA;• Maintains membership lists;• Emergency check signer (optional);• Custodian of records (e.g. minutes, board listing,
bylaws);• Copies bylaws for board;• Establishes quorum and counts rising vote;• Attends council, district and state functions.
Secretary Duties
• Maintain proper incorporation;• Insure that approved bylaws on file at the state office• Purchase appropriate insurance;• Develop, document & explain standard operating
procedures especially related to financial activity (e.g. prompt bank reconciliation with sign-offs);
• Maintain accurate documentation & records;• Insure appropriate uses of PTA funds in accordance
with the budget & minutes of the executive committee & board.
• Achieve “In Good Standing” with GA PTA.
Financial Responsibilities
• Know the Employer Identification Number (EIN)• Know the Local Unit Number (LU#)• Insure 2 signatures on all checks;• Insure 3 signers on file at bank;• Don’t sign blank checks;• Make no cash payments;• Secure cash and checks;• Obtain prior approval for all expenditures;• Only President can signs contracts
Financial Guidelines
• Remit membership dues monthly to GA PTA;• Present the Treasurer’s Monthly Reports at every
executive committee meeting;• Vote to approve the annual budget by the
general membership;• Complete annual audit and submit Audit Report
to GPTA by September 30th;
• Complete Form 990 and file timely with the IRS.
Financial Reporting
• Use logo everywhere • Brand everything (fliers, letters, banners,
posters);Give credit to your PTAThanks to the PTAHosted by the PTAProvided by the PTA
Promote Your PTA
PTA is more than a meeting….
It is like a small business!
Remember to stay connected and focused on the goals; to create and strengthen a
foundation of support for parents, families, teachers, and administrators so that all
students ready for school, k-12, graduation and college and career ready!
Thank You for all you do for all students!
Preparing Students; Improving Schools!
• National PTA at PTA.org • Georgia PTA at GeorgiaPTA.com• Georgia PTA Leadership Resource Guide
• Pages – 15-18; 61-76; 87; 112-114; 139 - 141
Resources