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Successful Board Management

Learn crucial skills for successful board leadership in PTA organizations. Explore team building, communication, professionalism, and legacy building techniques for long-term success. Equip yourself with tools to recruit volunteers, manage meetings effectively, and set priorities for effective management.

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Successful Board Management

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  1. Successful Board Management Building and Leading the Team Deb Fritz, NSR National PTA

  2. Overview • Effective Board Teams • Role of PTA Leaders • Meetings

  3. Leadership and Management • Management is business • Leadership is people The key to successful leadership today is influence, not authority. ~ Kenneth Blanchard

  4. Effective Board Teams • Retreat/Orientation • Board protocols • Vision, Mission, Goals • Collaboration • Annual calendar

  5. Learn and Share Information • PTA Trainings • Councils • Region Director • Service Delivery Teams • State PTA office

  6. Build Positive Relationships • PTA • Parents • Principal, School Staff • School Board, School District • Council • Region • Community businesses • Media

  7. Professionalism Volunteers in Non-profits • Understand the benefits of training, learning experiences • Understand the importance of strong communication and interpersonal skills • Understand the significance of credibility • Understand the message and the mission

  8. Standards and Practices • Commitment and Dedication • Working Knowledge • Expectations and Responsibilities • Effort for the Association • Accountability • Conflict Resolution

  9. Share A Vision • Seek to meet the needs of customers (members) • Stay focused on emerging change and needs • Take chances with traditional methods

  10. Share A Vision • Seek to understand root causes that shape issues • Look for creative connections • Recognize that diversity expands creativity, innovation and organizational learning

  11. Recruit/Retain Volunteers • Positions to people • Clear expectations • Meaningful and manageable • Empower and support • Communicate • Recognize

  12. Officers and Board • Future focused and Entrepreneurial spirit • Risk Takers • Communicators and Relationship Builders • System Thinkers

  13. Committee Chairs • Standing Rules committee list • Approved by Executive Committee • Vacant positions

  14. PTA Committees • Timeline • Budget • Progress reports • Communication • Procedure Notebooks • Empowerment

  15. Speak for the PTA • Council meetings • School • School Board • Community • Media

  16. Preside at Meetings • Executive Committee • Board of Directors • General Membership • “Special”

  17. Before the Meeting • Call to Meeting • Date, time, location, agenda requests • Committee reports • Financial Reports • Previous Minutes

  18. Agenda Preparation • Unfinished business • Previous minutes • Annual goals for PTA • Committee reports • Requested agenda items

  19. Effective Agendas • Purpose of each item • Information • Discussion • Action • Order of items • Time constraints

  20. Meeting Management • Parliamentary procedure • Discussion techniques • Majority vs. Consensus • Time keeping

  21. After the Meeting • Evaluate • Meeting results • Meeting minutes • Action steps • “Parking lot talk”

  22. Do the Right Thing • Set priorities • Manage your commitments • Find a source of support • Take advantage of resources • Take care of yourself and family • Have fun!

  23. Legacy of Leadership • When the next board comes in, they.. • Are prepared • Understand that commitment • Appreciate the challenges • Are proud to continue the legacy…

  24. Legacy of Leadership • When the next board comes in, they.. • Are prepared • Understand that commitment • Appreciate the challenges • Are proud to continue the legacy…

  25. Celebrate Good Work • Advocacy on behalf of children and families • Collaboration with other groups • A professional standard of communication • A business model for future success

  26. Questions?

  27. Thank you for your participation! Deb Fritz • National Service Representative • dfritz@pta.org • 571-329-9345 • National PTA • www.pta.org

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