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PTA Parliamentarian

Learn the essential roles of a Parliamentarian, how to start off effectively, tips for running meetings smoothly, and updating PTA Bylaws with the help of expert guidance. Discover key steps for making motions, advice for the Nominating Committee, and the importance of utilizing E-Bylaws. Get involved and elevate your PTA leadership skills today!

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PTA Parliamentarian

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  1. PTA Parliamentarian California State PTA Presenter: Tim Davidson – Parliamentarian parliamentarian@capta.org

  2. Overview – Parliamentarian • Key Roles • Getting Started • How Tos – Meetings | Motions • Tips – Nominating Committee • PTA Bylaws – Your GPS • Updating • Using E-Bylaws Learn more:www.capta.org

  3. Parliamentarian – 3 Key Roles FAQ – How often should bylaws be updated?

  4. Consultant to PresidentGetting Started – Effective Meetings: • Keep Speakers List Act as Timekeeper • Use Timed Agenda | Issue Bin • Advise on Parliamentary Basics • Help answer questions • Identify ways to move meetings forward Did You Know? …Parliamentarian sits next to president 4

  5. Mentor for MembersPromote Parliamentary Basics How Tos – Meetings: 5 Rules of the Game Order – 1 business item at a time Equal Opportunity – Chance to participate Justice – Fairness | Everyone understands Right of Minority – To be heard Right of Majority – To decide Ways to spread the word to members? Share your ideas with a partner

  6. Questions?

  7. Mentor for MembersPromote Parliamentary Basics • Key Steps – Making a Motion: • Chair – Recognizes Member • Propose Motion | Second Motion • Chair – Restates Motion | Opens Debate • Motion maker has right to speak first • Chair – Conducts Vote | States Result

  8. Mentor for MembersPromote Parliamentary Basics • How Tos – Motions • Help run effective meetings with: • Pre-written routine motions on agenda • Written motions at meeting • Add Standing Rule on Motions • Number of speakers pro/con (4) • Number of times per speaker (1x) • Time for each speaker (2 min)

  9. Questions?

  10. Mentor for MembersAdvisor for Nominating Committee • Parliamentarian calls 1st meeting • Conducts chairman’s election • Committee Timeline: • Elected 60 days before election • Report due 28 days before election • Serves until election See Bylaws – Art. V: Officers and Their Election

  11. Mentor for MembersAdvisor for Nominating Committee • Supply information on: • Open Board Positions | Duties • Eligibility for Office | Term Limits • Give reminders about: • Selecting best candidates • Creating inclusive slate to reflect community • Having open, confidential discussion

  12. Questions?

  13. Facilitator for Bylaws • PTA Bylaws – GPS for Running a PTA • Legally binding document as nonprofit • 501(c)(3) organization • Provide basic framework of a PTA • Supply details on how a PTA functions What’s in your PTA bylaws? Share your ideas with a partner + 2 others

  14. PTA Bylaws Tell You … Membership Boards + Elections Committees Name + ID #s Policies Actions Procedures Meetings FAQ – Why do we update Bylaws?

  15. Updating Your Bylaws • Bylaws Committee – Things to consider: • Are our unit bylaws still a good fit? • Officers | Board | Committees • Meetings – Week | Day | Number • Membership Dues • What about our Standing Rules? • Anything to add to work smarter?

  16. Questions?

  17. Getting Started: Using E-Bylaws Run Your PTA Tax Filing Programs PTA EZ Services Officer Contact PTA Store E-Bylaws Insurance Go to our website: www.capta.org

  18. 1st Time Using E-Bylaws System – Request Username + Password To Start

  19. Unit Information Record – Tips 1st Screen – Data Not Modifiable District Sends Change of Status Form

  20. E-Bylaws – Tips E-Bylaws - Assumes President, Secretary, Treasurer, Historian, Parliamentarian

  21. E-Bylaws – Handling Errors Executive Board Meeting must be at least 14 days before Association Meeting Red Border on Box = Error & Incomplete Bylaws

  22. Bylaws – To Submit For Approval • Send bylaws to your council/district PTA: • Print hard copy from E-Bylaws Program • Double-sided | Correct pagination • For Text Changes – Hand-write on hard copy • Can’t enter changes into E-Bylaws • Send bylaws + 2 copies • 4 Signature Pages (both sides) • Bylaws Submittal Form (list changes)

  23. PTA Parliamentarian Questions? Thank you for all you do for kids as a PTA leader! California State PTA Presenter: Maggie Steele – Parliamentarian parliamentarian@capta.org

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