As one year ends, another begins
The last days of
every school year are hectic, and the next PTA meeting may seem like it's light-years
away. But now is the time for outgoing officers to end with a flourish and
incoming officers to plan and prepare for a great next year.
BOWING OUT: Outgoing board
members need to finish up paperwork, write thank-yous, say goodbyes and smooth
the transition for incoming board members.
Procedure books:
If you chaired an event or shepherded a project that has no procedure book,
start one! You can make it a virtual book and pass it along in an e-mail or on
a CD or flash drive (copy the president). The idea is to give your successor the
benefit of your experience. Tip: Do this even if the next person is you - it's
all too easy to forget helpful details between years. For a list of things to
pass on, click here.
Support with style: If you are leaving your post,
show the new officer the ropes, then offer suggestions only when asked. Be a
cheerleader for the energy and fresh ideas of the new board. Expect things will
be done differently - everyone brings different skills and styles to the table.
If you have no board post this coming year, consider "graduating" to help at
council or district level. Your experience will benefit others. For more on
transition, click here.
Prepare for audit
and tax filing:
Treasurers and auditors need to plan for the year-end audit. Annual reports
should be finished and forwarded promptly, and the second half of the year's
paper trail organized for the audit and
tax
filing. Any outstanding receipts need to be turned in ASAP.
STEPPING IN: Incoming board members need to set goals now, while ideas are fresh, and put
plans in place to start the next year humming like a well-oiled machine. Toolkit, Section 2.3.2 and 2.3.3.
Empty seats: The incoming president appoints
and the incoming board ratifies new officers to fill any vacancies on the
incoming board. Toolkit, Section 2.3.3.
Lay out events;
set dates:
Meshing your activities with the school calendar should be done before the
school year begins as much as possible. Make sure you understand if there are
any fees or conditions to using the school facilities for PTA events. Facility
use permits may be required through your school or district office. For program
ideas, click here.
Lay out a
budget: A
budget is a best-guess projection of money that will come in (including
carryover from this year) and money that will be spent (including carryover for
the following year). Those two totals should match. For information on
budgeting, click here.
Plan a
membership campaign:
Membership is tangible support by your school community. Raise the bar for your
membership numbers, and raise your PTA's profile with a membership
campaign. For more information, click here. For tips on asking people to join, click here.
Now is the time to send for membership brochures
and order membership envelopes from council or district.
Got Questions? Contact your council PTA president, if in council, or your PTA district president. Or e-mail leadership@capta.org.