DCCPTA Presidents Training www dccpta org presidentdccpta org

DCCPTA Presidents’ Training www. dccpta. org president@dccpta. org Karen Nuland 518 -8755

PTA Mission “To make every child’s potential a reality by engaging and empowering families and communities to advocate for all children. ”

PTA Values and Historical Goals Collaboration Commitment Accountability Respect Inclusivity Integrity To promote the welfare of the children and youth… To raise the standards of home life… To secure adequate laws To bring into closer relation the home and the school … To develop united efforts between educators and the general public …

Building a Strong Local Unit “Good Standing” -- new effective July 1, 2015 Pay Duval County Council Dues; past due on Nov. 1 Transfer dues monthly to Florida PTA. Bylaws: Reviewed by board every 3 years; approved at General Meeting, and submitted for approval - date in the right hand corner of you Bylaws. Complete new and returning officers online form immediately - Past due by Oct. 1 Submit signed audit to DCCPTA treasurer immediately - Past due by Oct. 1 Submit proof of IRS filing to FPTA and DCCPTA immediately - Past due by Nov. 15

Building a Strong Local Unit Why we do things the way we do … National PTA Florida PTA Duval County Council of PTAs Duval County Public Schools

The answer can be found in the Bylaws. Please read them. …are the playbook for your local unit …dictate …give …govern each board member a copy and post on your unit’s website number of board meetings and general meetings board vacancies and elections

st stands for President Organize: plan and set priorities. Recruit, manage, motivate and retain volunteers. Welcome a diverse and inclusive group of members, volunteers and leaders. Run effective programs. Manage money and raise funds. Support membership growth and retention. Run effective meetings. Ensure all voices are heard through effective use of parliamentary procedure. Advocate on behalf of students. Transition to the next leadership team by nurturing potential leaders and preparing the incoming team.

stands for people = membership growth plan # of students in the school = 1000 # of families in the school = 800 How did we do - 325? 90% = 720 80% = 640 70% = 560 60% = 480 New Membership Growth Goal = 500? Orientation – preview Welcome Back Open House January How? Thank you for joining Information Empowered

stands for people = FPTA 2015 -2016 New or Returning Officers Complete with Florida PTA at www. floridapta. org Why? Get membership cards and info required to have on file for IRS requirements. Register with National PTA’s to receive kit of materials. Complete DCC Delegate and alternate request coming with August Highlights e-newsletter Attend training at FLW, monthly DCC meetings, SLW, FPTA Convention www. pta. org – search elearning

stands for profit [$] = requirements & best practices PTA is a nonprofit and reporting to the IRS is a requirement. PTAs do not pay taxes but must file. File NOW Outgoing Treasurer – deadline Nov. 15 Need EIN Manage money and raise funds. Rule of “ 2” – counters, signers, deposits Every meeting Monthly treasurer’s report in print Bank statement YTD – how much do I have left?

stands for Program = What makes a great PTA program? Survey Let the survey results guide your programming Host your parents, students and teachers a Program for Parents, Students & Teachers iadvocateforkids training modules Remember PTA’s mission…. Advocacy

stands for Program = Committee Chairs Make it Happen Programs – including Reflections Advocacy Legislation Health and Safety Parent Education Technology/Communication Volunteers Others?

August means Membership or People Only local units with Presidents on file with Florida PTA will receive cards. Membership cards will be sent from Florida PTA in July or as soon as Officer form is received. Cards will be sent to the President’s home or address submitted. The local unit ID is on the outside of the envelope. Add it to each card.

Why PTA? Other Parent Groups Operate alone Come and go Many must purchase training resources Powerful network of almost 5 million people who advocate on behalf of children 115‐year‐old brand Free PTA resources

September General Meeting #1 On the agenda…Vote on the Budget PTA funds raised by PTA members… Belongs to the General Membership; post on your unit’s website Can only be spent once a budget has been presented and voted on by the General Membership That budget guides spending after it’s approved

October & November Board Meetings Participate in Duval County Council General Meetings (watch for dates for 2015 -16) Send Pay in National/Florida PTA Dues Duval County Council Dues by Nov. 1 Apply for Right Foot Award Nov. 1 postmark

PTA…Fundraising PTA raises funds to support its educational programs for parents, students and teachers. PTA must have all fundraisers approved by their principal, Fundraising Activity Request, (7/2002). Best practices indicate that, every fundraising effort requires 3 PTA programs.

PTAs can not solve our school system’s financial needs with fundraising, but with advocacy efforts! every child. one voice.

Advocacy Training Units Strategy: Goals vs Tactics Coalition Building Recruitment and Organizational Building Media as a Tactic Meeting with Decision-makers Common Core now = Florida State Standards

Meetings Make them count! Parliamentary Procedure: This course will teach you how rules of conduct positively affect PTA decisionmaking, while ensuring fair and orderly unit operations. (30 min. ) www. pta. org >PTA leaders>e-learning library

Executive Board Meetings Elected officers plus Committee Chairs Meet monthly and closed to public Consistent and respectful of board members time. Agenda – says prepared Minutes – say we did important work Robert’s Rules of Order -- your friend Financial reports – missing Red Flag - call School bookkeepers have been educated to contact DCCPTA if a monthly Outside School Related Organization Monthly Report form from the treasurer has not been submitted by the PTA.

What’s said in PTA board meetings – stays inside it No Parking Lot Talk and Facebook posts

January - February General Meeting v v v General membership elects Nominating Committee Bylaws dictate the number of nominating committee members Mid-Year Budget Review – approve changes, if any, and post amended budget on your unit’s website The Nominating Committee has the most important job… It insures the future of your PTA

March/April Fill out Duval County PTA Award Applications – accepted anytime; due April General meeting. May 1 new deadline for final payment to Florida PTA for dues collected and return unused membership cards. Fill out Florida Award Applications; all [membership & programs]are due by May 1.

May Last General Meeting – Elect your officers Teacher Appreciation Week - Celebrate your teachers. DCCPTA’s Presidents’ and Principals’ Luncheon

End of the year Housekeeping … Transition the team Evaluate Did you … • reach your desired participation numbers? • do what you said you were going to do? • make a difference?

End of the Fiscal Year Duties Appoint the Audit Committee of 3 (any PTA member who were not check signers) End of Year Audit done after June 30. Signed End of Year Outside Organization Audit Form turned into your school bookkeeper. Keep a copy. Send to ginger@floridapta. com and DCCPTA. Appropriate IRS Filings can be done any time after June 30. The treasurer who served for the fiscal year reporting to the IRS is responsible. Deadline is November 15. Send copy of accept memo to ginger@floridapta. com and DCCPTA.

st stands for President Organize: plan and set priorities. Recruit, manage, motivate and retain volunteers. Welcome a diverse and inclusive group of members, volunteers and leaders. Run effective programs. Manage money and raise funds. Support membership growth and retention. Run effective meetings. Ensure all voices are heard through effective use of parliamentary procedure. Advocate on behalf of students. Transition to the next leadership team by nurturing potential leaders and preparing the incoming team.

Resources Duval County Council General Meetings 4 th Tuesday of August, September, October, November, January, February, March, April Fall Leadership Workshop Monthly Highlights – from DCCPTA Spring Leadership Workshop DCCPTA. org Florida. PTA. org including www. ptakit. org

Turn and meet another President…. Please complete and return your evaluation form

DCCPTA Presidents’ Training www. dccpta. org president@dccpta. org Karen Nuland 518 -8755