PTA 411 Presenter Beverly Berryman bberrymancapta org Questions

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

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

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

Why PTA Matters Support, Training, Tools Unit PTA In Council Unit PTA Out of Council PTA • PTAs in city/regi on District PTA Californ Nation ia State • PTAs in al PTA county/ PTA counties PTA Organization – Your Safety Net 2019 California State PTA Convention Workshop# C 04 PTA 411

Why PTA Matters 3 Basic Policies – 501(c)(3) Nonprofit Noncommercial sectarian • Don’t • Welcoming & promote/endorse Inclusive products, • Respect all services or businesses faiths, cultures, beliefs • ‘PTA’ registered service mark 2019 California State PTA Convention Workshop# C 04 PTA 411 Nonpartisan • Don’t support or oppose political parties/candidat es • May support or oppose issues affecting kids

Questions? 2019 California State PTA Convention Workshop# C 04 PTA 411

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

Board Members – Key Roles Manager Collaborator Steward • Oversee PTA • Attend Meetings • Protect Assets • Create Committe es • Give Reports • Understan d Finances • Fill • Be Team • Use Best

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

Board Members – Key Roles PTA Brand Ambassador leadership communication caring m a n a g e m e n t humor direction vision respect knowledge willingness passion trust understanding PTA BOARD MEMBER creativity mentoring tact delegation resilience heart tolerance flexibility organization multitasker patience time 3 Cs = Communicate + Collaborate + 2019 California State PTA Convention Workshop# C 04 PTA 411 10

Questions? 2019 California State PTA Convention Workshop# C 04 PTA 411

PTA Planning 5 Key Steps – Getting Started BOARD Goals | ORIENTATI Programs ON – ‘The Budget – ‘The How’ What’ Membership – ‘The Who’ Family Engagement | Fundraising – ‘The Do’ 2019 California State PTA Convention Workshop# C 04 PTA 411

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# C 04 PTA 411

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# C 04 PTA 411

Questions? 2019 California State PTA Convention Workshop# C 04 PTA 411

PTA Planning – How Tos Budget – ‘The How’ • Think Spending Guideline • Estimate Income = Expenses • Set Preliminary Budget FAQ – When is a preliminary budget 2019 California State PTA Convention Workshop# C 04 PTA 411

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# C 04 PTA 411

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 2019 California State PTA Convention Workshop# C 04 PTA 411

Questions? 2019 California State PTA Convention Workshop# C 04 PTA 411

Jumpstart Your PTA Group Activity – Ideas Exchange (Can use when planning with the New Board) Identify Ways To Jumpstart: Share ideas: 1. Meetings • 1 Topic / Group 2. Volunteer Base • Choose Recorde r • Choose Reporte r 3. Family Engagement in School 2019 California State PTA Convention Workshop# C 04 PTA 411

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