Now what do you do???

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Now what do you do???

Congratulations! You ve been elected PTA President Knowledge is Key Attend Leadership Training Workshops and Conferences Make use of your resources

The Leader of the Team Leaders are not born they are developed through learning and experience Lead by example, motivation and inspiration and others will follow Open up new avenues to the inexperienced Do it ~ Delegate it ~ Dump it ALWAYS express thanks & recognition

President s Duties Preside at all meetings Along with Executive Committee appoint chairmen and committee members Coordinate work; approve all materials prior to distribution Sign all payment authorizations and contracts Be familiar with financial procedures Be an authorized check signer

President s Duties Be the official representative of the association at council meetings as required in your bylaws Be responsible for the annual report Be the official contact Meet with the site administrator (Principal, Superintendent) Perform other duties assigned by the association

Representing PTA Remember you represent PTA wherever you go Be careful that you always represent the PTA accurately, fairly and with dignity Help your unit members to be knowledgeable about PTA positions Share the Bylaws, Basic Policies, Where We Stand and position papers

Bylaws Rule Unit Name, Unit Code XX _, ID numbers Purposes and Basic Policies of PTA Relationship with National and NYS PTA Membership and Dues information Officers, their election and their duties What the executive committee is, what the executive board is, when you must meet Committees Fiscal year

Fiduciary Responsibilities Have 3 names on signature cards at bank and all PTA checks MUST have 2 signatures never make checks out to cash or pre sign any PTA checks Use vouchers & remittance forms Have two people to count and verify monies Have bank statements mailed to President Ensure you do monthly reconciliation at every board meeting put this on your agenda and note it in the minutes!

Calendar Planning July/August Prepare budget and programs, meet with Principal September Back to School night, membership recruitment, executive board meeting with presentation of budget to executive board October General Membership Meeting, review bylaws for Nominating Committee election information, convention registration November File 990 form December Plan for Founder s Day

Calendar Planning January Elect nominating committee according to bylaws February Participate in advocacy activities March Plan for Teacher/Staff appreciation, review proposed school district budget April General Membership meeting officer elections, select delegates to attend Region Spring Conference May Complete Annual Officers Contact Information form after elections, Fill chairmanships for upcoming year

Agenda Planning Review prior meetings minutes also look at the minutes of the meeting from last year to see what occured Review calendar for upcoming events Check in with other officers for agenda items NYS PTA Resource Guide

Running the Meeting Plan ahead Have an agenda Start and end meetings on time Establish a quorum and vote on all action items Use parliamentary procedure Preserve order to be fair, impartial & respectful Remember that you are a facilitator as the meeting chair A good meeting is everyone s responsibility

Working with your Principal President and Principal work as a team Meet consistently: discuss issues, review events, keep each other informed Work out problems or misunderstandings: be honest and direct Invite Principal to PTA board meetings PTA and Principal Plan meetings at different times to meet the needs of parents Present PTA concerns and issues to principal and develop forum for open discussion

National PTA Resources Website www.pta.org Back to School Kit www.ptakit.org E learning Our Children Magazine

NYS PTA Resources Website www.nyspta.org Online membership unit portal https://nyspta.force.com/login Regularly scheduled PTA emails

Enjoy your term of office Plan time for yourself and your family HAVE A SENSE OF HUMOR HAVE A GREAT YEAR!!!