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Power Up Your PTA Board: Tools and Strategies for Success

Join our workshop to learn about PTA roles, planning steps, and effective strategies to empower your board. Engage, communicate, and collaborate for a successful PTA journey!

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Power Up Your PTA Board: Tools and Strategies for Success

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  1. PTA - 411 Presenter: Beverly Berryman bberryman@capta.org Questions: Contact – leadership@capta.org

  2. Workshop Overview • Why PTA Matters • Board Members – Key Roles • PTA Planning – Getting Started • + Ideas Exchange Learn more: www.capta.org Why are you involved in PTA?

  3. Why PTA Matters Our MissionStatement • The mission of the California State PTA is to positively impact the lives of all children and families. It’s ALL about the kids!

  4. Why PTA Matters Support, Training, Tools Unit PTA In Council • Council PTA • PTAs in city/region • District PTA • PTAs in county/ counties California State PTA National PTA Unit PTA Out of Council PTA Organization – Your Safety Net 2019 California State PTA Convention Workshop# C04 PTA 411

  5. Why PTA Matters 3 Basic Policies – 501(c)(3) Nonprofit • Non-commercial • Don’t promote/endorse products, services or businesses • ‘PTA’ registered service mark • Non- • sectarian • Welcoming & Inclusive • Respect all faiths, cultures, beliefs • Non- • partisan • Don’t support or oppose political parties/candidates • May support or oppose issues affecting kids 2019 California State PTA Convention Workshop# C04 PTA 411

  6. Questions? 2019 California State PTA Convention Workshop# C04 PTA 411

  7. Board Members – Key Roles Partner Activity • What is the #1 role of a • PTA board member? • Share your ideas with a partner

  8. Board Members – Key Roles Manager • Oversee PTA • Create Committees • Fill Vacancies Collaborator • Attend Meetings • Give Reports • Be Team Players Steward • Protect Assets • Understand Finances • Use Best Practices

  9. Board Members 4 How Tos – Handling Funds Count – 2 people & one is officer or chairman • Use Cash Verification form Deposit – In PTA account immediately • Never in personal or school account Authorize – Use Payment Authorization form • Signed by president & secretary Review – Non-check signer reviews bank statements monthly

  10. Board Members – Key Roles PTA Brand Ambassador communication leadership caring management humor respect passion vision direction knowledge understanding willingness trust PTA Board Member tolerance creativity tact multitasker mentoring delegation resilience heart flexibility time patience organization 3Cs = Communicate + Collaborate + Cooperate 10 2019 California State PTA Convention Workshop# C04 PTA 411

  11. Questions? 2019 California State PTA Convention Workshop# C04 PTA 411

  12. PTA Planning 5 Key Steps – Getting Started Board Orientation Goals | Programs – ‘The What’ Budget – ‘The How’ Family Engagement | Fundraising – ‘The Do’ Membership – ‘The Who’ 2019 California State PTA Convention Workshop# C04 PTA 411

  13. PTA Planning – How Tos • Board Orientation • Set Ground Rules | Priorities • Look at Bylaws | Insurance Guide • Check Files | Procedure Books FAQ – Is an orientation worthwhile? 2019 California State PTA Convention Workshop# C04 PTA 411

  14. PTA Planning – How Tos • Goals | Programs – ‘The What’ • Get Community Input • Set Calendar • Make Timelines Doable FAQ – What is a great PTA goal? 2019 California State PTA Convention Workshop# C04 PTA 411

  15. Questions? 2019 California State PTA Convention Workshop# C04 PTA 411

  16. PTA Planning – How Tos • Budget – ‘The How’ • Think Spending Guideline • Estimate Income = Expenses • Set Preliminary Budget FAQ – When is a preliminary budget approved? 2019 California State PTA Convention Workshop# C04 PTA 411

  17. PTA Planning – How Tos • Membership – ‘The Who’ • Set Membership Goals • Design Outreach Plan • Plan Year-long Campaign FAQ – Can students be members? 2019 California State PTA Convention Workshop# C04 PTA 411

  18. PTA Planning – How Tos • Family Engagement | Fundraising – ‘The Do’ • Let Programs Drive Fundraising • Use 3-to-1 Rule • Get Association Approval FAQ – What is a successful program/activity? 2019 California State PTA Convention Workshop# C04 PTA 411

  19. Questions? 2019 California State PTA Convention Workshop# C04 PTA 411

  20. Jumpstart Your PTA Group Activity – Ideas Exchange (Can use when planning with the New Board) Identify Ways To Jumpstart: 1. Meetings 2. Volunteer Base 3. Family Engagement in School • Share ideas: • 1 Topic / Group • Choose Recorder • Choose Reporter 2019 California State PTA Convention Workshop# C04 PTA 411

  21. Your Resources & ToolsCalifornia State PTA – www.capta.org How Tos– Toolkit | Running Your PTA Made Easy | PTA National Standards for Family-School Partnerships Assessment Guide Tips – PTA Connects | Leadership Essentials | Webinars Services – PTA-EZ | E-Bylaws | Tax Filing Support Programs– HSA Awards | Scholarships | Grants | Reflections | School Smarts | SMARTS Networking – Legislation Conference | Regional Leadership Conferences | Convention 21 2019 California State PTA Convention Workshop# C04 PTA 411

  22. Power Up Your Board California State PTA Leadership Services Commission Questions: Contact – leadership@capta.org

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