Presidents –

You Are the Local Leader

Welcome to Leadership!
 Mission & Purposes of PTA
Mission
The overall purpose of PTA is to
make every child’s potential a reality
by engaging and empowering
families and communities to
advocate for all children. and
communities to advocate for all
children.
Purposes
To promote the welfare of children and youth in
home, school, community, and place of worship.
To raise the standards of home life.
To secure adequate laws for the care and protection
of children and youth.
To bring into closer relation the home and the
school, that parents and teachers may cooperate
intelligently in the education of children and youth.
To develop between educators and the general public
such united efforts as will secure for all children and
youth the highest advantages in physical, mental,
social, and spiritual education.
 PTA Structure
Organizational Levels Your Leadership Team
 Local Units  Executive Committee
 Elected Officers
 Councils  Principal (or his/her designee)

 Districts  Parliamentarian (appointed)

 Georgia PTA Board of Directors*

 Elected Officers
 National PTA  Principal (or his/her designee)
 Parliamentarian (appointed)
 Standing Committee Chairs

*The Board of Directors (not your EC) is the legal entity of your association
and acts on behalf of your membership.
 Basic PTA Information
Requirements to be “In Good
Identification Standing”
EIN Adheres to basic purposes & policies of
 Issued by IRS PTA
 Identifies your PTA as a 501c3 Pays state & national dues monthly
(nonprofit) Has approved bylaws on file at state office
 Akin to SSN (xx-xxxxxxx format)
Submits an annual audit report to the state
office by the last business day in September
LOCAL UNIT ID Submits the appropriate 990 to IRS by
 Issued by NPTA
applicable due date
 Identifies your unit within PTA
In good standing with council bylaws (if
applicable)
 What does it mean to be a 501c3?
Upon chartering, local units receive their 501c3 status
Must adhere to bylaws that promote/exclude certain activities
Funds spent to support mission & goals; not distributed to stakeholders or
spent in an unethical manner
Can earn profit (“carryover”) to further the mission
Don’t earn program money for other organizations
Fundraising should not be your primary focus!
Protect your 501c3 status – it’s valuable!
So…what the heck am I supposed to do?
PTA President = Leader, Manager, Advocate, Team Member

 Protect Assets & Reputation

 Promote PTA values & strategic initiatives
 Set goals & work to achieve those
 Provide leadership
 Use filter of “what’s best for the children”?
 You are a role model
 Your Leadership Style
Ingredients to Being an Effective Leader

 Involve others
 Build consensus
 Establish atmosphere of cooperation
 Show respect and appreciation for volunteers
 Ask for help; delegate
 Remember – you are a role model
 Action Items!
Do NOW!! Meeting with your Principal
Submit your officers to GPTA Map out calendar for the year
Schedule meeting with your Discuss goals of school
Discuss what PTA programs can be
principal
implemented to support the school’s
Review your PTA’s documents
goals
o Bylaws
Bring member feedback
o Policies & Procedures
o Budget/Financial Statements
 Summer Checklist
 Review calendar discussed with principal
 Decide on a theme (not required ~ helps with messaging)
 Review current communications platforms
 Prepare for Meet & Greet/Sneak A Peek
 Develop Membership campaign
 Recruit Committee Chairs/Volunteers
 Order Spiritwear
 Develop the budget
 Confirm status of audit
 Parliamentary
Effective Meetings
Agenda
Procedure
Bylaws require that you follow Call to Order/Welcome
Roberts Rules of Order Newly Inspiration & Pledge of Allegiance
Revised (RRONR) Secretary’s Report (minutes, quorum)
President(s) shall appoint a Treasurer’s Report
parliamentarian EC and/or BOD Report
Unfinished Business
Use to build up your
New Business
association
Announcements & Adjournment
 Effective Meetings...but wait…there’s more!
Best Practices
 Don’t “Meet for the sake of meeting”
 Have a purpose and communicate that purpose
 Provide agendas and prep materials. Remind members to review and
be prepared. (For general meetings, print agendas)
 Start and end on time (tips for this)
 Coordinate committee reports with calendar of events
 “Mission moment”
Effective Meetings..but wait…there’s more!
 The PTA & Principal Relationship
Principal
 Is a member of your PTA team.
S/he sits on your EC
 Wants to connect school goals to
the work of your PTA to benefit
students, families & the community
 Does not control PTA funds
 Provides the forum for PTA to
operate. Be respectful of that
relationship
 Promote Your PTA
Tips
Use the PTA logo on everything
Share logo with entire Board
Evaluate your communications
plan. Identify weaknesses and
develop a strategy to address
Develop a “1-pager”/palm card
Make everyone feel welcome
Specific Action Items
Send thank you notes and recognize
volunteers publicly
Give credit to your PTA for hosting
programs. “Courtesy of the XYZ
Elementary School PTA” (with logo)
Communicate consistently
Set the example – greeting, Email
signature, personal correspondence
 Basic Financial Management
The ABCs of PTA Funds Presidents - Be aware of your PTA’s financial
 Membership-approved budget situation. You will spend a LOT of time with
 Appropriate use of PTA funds your treasurer and your budget!
 Clear procedures that EVERYONE knows.
AND FOLLOWS!
o No blank checks
o No cash/debit card payments
o 2 signers for every check
o Checks written only with documentation

 Prompt bank reconcilements

 Purchase insurance
 Maintain incorporation
 Remit dues monthly
 Resources Available
PTA Resources
 Leadership Resource Guide
 Local Unit Bylaws
 Council & District Officers
 www.georgiapta.org
National PTA
 E-learning Opportunities
https://www.pta.org/home/run-your-pta/
elearning
 Local Leader Kit https
://www.pta.org/home/run-your-pta/local-lead
er-
kit