Search Results for: historian

Job Description for Volunteer Coordinator

Download the Volunteer Coordinator Job Description

Key Role – Volunteer Coordinator

  • Works with the PTA president, principal and teachers to coordinate volunteer assignments at the school to support student success
  • Collaborates with other PTA board members, teachers and administrators to assess and identify how parents/guardians and community members can get more involved at school as volunteers
  • Oversees volunteer recruitment, training and assignments
  • Promotes PTA goals, membership and activities as a PTA committee chairman or officer

Getting Started

  • Preparation – Talk to the Coordinator from last year to ask questions and exchange ideas about how volunteer recruitment, training and retention is handled and how it can be made even better. Review his/her procedure book and other materials such as school policies and requirements for volunteers to better understand the scope of your new position.
  • Assessment – Get together with your PTA president, principal and lead teachers or department heads to identify the ways and options available for parents/guardians and community members to assist as volunteers with PTA and school programs, activities and events for the upcoming year. Develop a general list of volunteer opportunities to publicize widely in your school community.

How Tos

  • Outreach – Design and implement an inclusive outreach plan to introduce yourself and provide a general overview of the value of volunteers and what type of volunteer opportunities and options are available for the upcoming school year.
  • Options – Offer a variety of options for volunteers with different amounts of time and commitment involved. Options to sign up for might range from one-time only assignments to monthly, weekly or daily volunteer activities to meet the goals, needs and priorities of your PTA or school in supporting student success.
  • Train – Hold a volunteer orientation at the start of the school year. Provide handouts for the meeting with job descriptions and tips on volunteering. Include information on school policies for volunteers, school and PTA calendars and contact information for the PTA board. Invite your PTA president and principal to the meeting to welcome volunteers and talk about their vital role at your school.
  • Contacts – Oversee the assignment of volunteer jobs and maintain a list or database with the names, contact information, availability and interests of volunteers to contact during the year. Provide sign-in sheets for all PTA sponsored activities to record volunteer hours for the Annual Report submitted by the Historian to your PTA council/district.
  • Connect – As a PTA chairman or officer, keep everyone in the loop by regularly promoting opportunities for volunteers and providing reports at PTA meetings. Thank volunteers publicly in PTA communications and at a special recognition event to celebrate the power of volunteer engagement.

Other Useful Information

 Learn more: capta.org

Job Description for Program Chairman

Download the Program Chairman Job Description

KEY ROLE – Program Chairman

  • Works with committee and other chairmen to plan and organize programs for the school year
  • Collaborates with principal, PTA president, other committee chairmen and campus student groups to coordinate, plan and implement programs
  • Develops annual program calendar and presents it at PTA association meeting for adoption
  • Publicizes approved program calendar using newsletters, website, social networks and school handbook
  • Oversees and delegates volunteer recruitment for implementing and running programs

Quick Tips – Program Calendar

Check dates and times for:

  • School district and community events
  • Religious or public holidays such as Hanukkah, Presidents’ Day
  • Traditional PTA events – Founders Day, board elections, Reflections Program
  • Public Awareness dates – National Child Safety Month, Red Ribbon Week
  • PTA meeting schedule in bylaws
  • PTA council and district schedules
  • Best times/days for families to readily participate

GETTING STARTED

  • Preparation – Review procedure book and materials supplied by last year’s program chairman to get an overview of what programs worked best for your campus.
  • Schedule Meeting – Meet early with program committee, appointed by president-elect. Involve experienced and new volunteers on the committee to share the decision-making and work.
    The committee may include members, students, teachers, principal and, as a resource, chairmen for hospitality, publicity, parent education, health or safety.

WHAT TO DO

Programs provide opportunities to enhance a school campus by boosting student achievement, stimulating family engagement, promoting community and meeting student needs so they thrive.

PTA programs focus on parent education nights, student achievement, wellness and safety presentations, special events and student activities. Consider varying the type and format of programs – town hall, panel, video, student activity or family event – offered each year. Develop a program plan collaboratively to encourage inclusiveness and participation of the school community.

Defining Program Goals

  • Review prior years’ programs to see what worked best
  • Survey school community on preferences for programs
  • Prioritize community feedback to determine program plans
  • Network with other PTAs for possible collaboration
  • Brainstorm ideas on programs with board and committee members
  • Check program information from council, district, State and National PTA for resources and ideas

Implementing Programs

  • Community Engagement – Involve students, families, educators and community partners in program preparation and activities.  Always consider school and community factors for program plans including ethnicity, transportation, site access for the disabled and meeting place availability.
  • PTA Insurance – Ensure that every program meets PTA insurance requirements for allowable activities.
  • Volunteers – Coordinate and delegate volunteer recruitment to assist in running the program.
  • Presenters – Book presenters and send written confirmation for their audio-visual equipment needs. Provide information on who to contact if there are questions and a request for a brief biography to use for introductions at the event.
  • Follow Up – Confirm program date, time and location plus time allotted, topic and type of presentation (question and answer opportunities or lecture) with presenter. Provide directions or map, details on audience size and type and a cell phone number at the event site.
  • Publicity – Prepare and send notices for PTA publications and to council/district PTA and local media.  Work with room representatives to use phone trees, backpack express, email blasts and social networking to widely distribute notices to school’s families.
  • Review Materials – Order audio-visual materials and handouts in advance for committee to vet before the event.

Did You Know …?

For PTA activity plans, you should:

  • Refer to current Insurance and Loss Prevention Guide, mailed annually to unit presidents, for guidelines on approved activities.
  • Never sign a Hold Harmless Agreement on behalf of the PTA. If asked to sign a Hold Harmless Agreement, the PTA should contact the California State PTA insurance broker.
  • When directed by the insurance broker to sign the Facilities Use Permit Addendum for events held on public school campuses, locate the form in the Toolkit, Forms section.
  • Obtain a Hold Harmless Agreement and Evidence of Insurance from each vendor, concessionaire or service provider used. Instead of providing Evidence of Insurance to each individual unit, the vendor, concessionaire or service provider may file an annual copy of coverage with the California State PTA insurance broker.

Learn MoreToolkit, Finance section
Questions? – Contact the California State PTA insurance broker

Presenting Programs

  • Arrive early and check site for requested equipment, room set-up and hospitality arrangements
  • Allow extra time to test all sound and audio-visual equipment before program starts
  • Greet presenter, provide nametag, agenda and briefly review presentation format and content
  • Introduce presenter and topic and, after the presentation, extend the group’s appreciation
  • Act as host during social time
  • Send thank-you notes promptly, along with authorized expense reimbursements, photos or press clippings

Evaluating Programs

  • Review completed programs as a committee on what worked best, report to PTA board or association and make recommendations for future planning groups
  • Pass on program flyers and publicity to historian for PTA records
  • Maintain a procedure book, noting successes and failures, ideas for future presentations, copies of correspondence, program resources and references

Learn more: www.capta.org

Job Description for Founders Day Chairman

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Key Role – Founders Day Chairman

  • Works with committee and other chairmen to organize PTA Founders Day event
  • Oversees and delegates volunteer recruitment for implementing and running event
  • Presents Founders Day budget for approval at the executive board meeting at start of the PTA year and monitor authorized budget
  • Reports on Founders Day plans and organization at board meetings

Getting Started

Preparation – Review the procedure book from last term for ideas on what worked well.

Schedule Meeting – Get together early in the year with the Founders Day committee to brainstorm ideas, set goals and propose activities together.  Include new and experienced volunteers on the committee for planning, preparation and work. Coordinate efforts with your historian, program chairman and hospitality chairman.

Celebrating Founders Day

To celebrate our legacy, success and power as a leading voice speaking for all children and raise awareness of PTA’s achievements:

  • Provide information on your PTA’s milestones, goals and successes
  • Showcase community service and publicly recognize volunteers, educators, school staff and community partners with Honorary Service Awards
  • Share the PTA legacy and story as the premier organization building strong family-school partnerships

What To Do

  • Draft an outline for your Founders Day event with suggested program ideas, date, venue and budget to present to the board and association for approval. Use the Event Planning Worksheet as a record and checklist of your committee’s timeline, preparations, expenses and work.
  • Consider what format – family potluck, town hall meeting, ice cream social or special luncheon – might work best for your event.
  • Blend in other program elements such as a student performance, speakers, Honorary Service Awards presentations, a freewill offering and membership drive for your Founders Day Event.
  • Widely publicize your event on campus – starting with a ‘Save the Date’ notice – using backpack express, newsletters, email blasts, websites and social media.
  • Build a guest list to invite past and present PTA leaders, HSA recipients plus school district and community members.
  • Book a venue or site in advance. Check that all permits including a facility use permit are filed, set-up arrangements are confirmed and access for the disabled is planned.
  • Recruit volunteers to help with invitations, publicity, handouts, presentations, signs, evaluations, decorations and hospitality.
  • Assign volunteers for set up, equipment checks, program coordination, photographs, reception, membership drive and cleanup for the day of the event.
  • After the event, send thank you notes, assess evaluations and remind treasurer to forward the Founders Day freewill offering to council/district PTA.
  • File a report in a procedure book with samples of invitations, publicity and handouts for your successor.

Learn more: capta.org

Job Description for President

Download to Print the President Job Description

Key Role – President

  • Oversees and coordinates the work of an executive board to run a PTA effectively
  • Presides at PTA board and association meetings
  • Serves as the official contact, communicator and representative of a PTA
  • Designated as an authorized signer for PTA checks, contracts and authorizations for payment
  • Serves as ex-officio member of all committees except the nominating committee
  • Works with other PTA leaders to connect families, school and community to support student success

Getting Started

Preparation – Review files, procedure book and materials from last term to better understand the scope of your new position and learn more about:

  • President’s role and responsibilities in running a PTA
  • Duties of each officer and chairman
  • California State PTA policies, procedures and resources
  • PTA council and district information
  • Community resources

To expand your skill sets as a leader, plan to attend PTA council/district training along with the other members of your board.

Start recruiting chairmen and committee members, selecting first those whose work begins right away such as programs, budget, membership and communications.

Encourage experienced and new members to get involved and share the workload to grow leadership for today and tomorrow.

Networking – Soon after election, meet with the current president to talk about your new role, what works well and what needs to be tweaked to make your PTA even better.

Discuss ways to share information and files among outgoing and incoming board members to ensure a smooth transition.

Get connected by participating in meetings with your council/district PTA, principal and community partners. And, as a unit delegate to the California State PTA convention, take part in your PTA district’s convention orientation.

Board Orientation – Arrange for the incoming board to meet to begin organizing for the new term.

To help select what PTA activities to focus on, encourage everyone to assess last term’s programs and efforts. That way, you don’t need to reinvent the wheel in making your plans.

At your board orientation, take time as well to:

  • Set ground rules for meetings
  • Identify 2-3 priorities as a team to make a difference in your school community
  • Review your Bylaws to learn more about PTA
  • Check the Insurance Guide for the Green-Yellow-Red Light activities a PTA can sponsor
  • Get to know each other better and build relationships

At orientation, your board can also ratify the officers, chairmen and committee members appointed by the president and fill any vacant board positions so they can begin their activities. This may also be done at the first board meeting after the term begins.

Important Tasks – At the start of the year, submit a board roster, with names and contact information, to your council or district PTA.

Remember to update the signature cards for any PTA bank account and any usernames and passwords for access to the PTA website, social media and online services.

Did you know? … PTA Board Members

  • Adhere to PTA financial procedures as outlined in bylaws and State and National PTA guidelines
  • Protect members’ privacy by utilizing member information for PTA work only
  • Attend PTA sponsored workshops or trainings
  • Maintain a current procedure book to pass on to a successor, in hard copy or electronic format
  • Work together as a team to improve the lives of all children and their families

How Tos

Running Your PTA – Monthly Activities

As the team leader, the president oversees and coordinates the work of the executive board in running a PTA.

Here are some tasks that, typically, the president works on each month.

Facilitating:

  • Prepare for board meetings and create an agenda to send to the board ahead of time
  • Lead board meetings, following the agenda to keep everyone on task
  • Review board reports including those prepared by the treasurer, financial secretary and membership chairman plus the secretary’s minutes from board meetings
  • Sign PTA checks and authorizations for payment along with another, designated board member

Collaborating:

  • Touch base with other team members about their plans and preparations for upcoming events
  • Meet with the principal to share information on PTA and school activities and to clear all PTA written materials before publishing in hard copy or posting online
  • Ensure that PTA volunteer hours are recorded and tallied for the Annual Historian Report

Communicating:

  • Update board, members and community stakeholders on PTA plans and activities, encouraging input and feedback
  • Thank PTA volunteers for their time, talents and efforts
  • Promote outreach, inclusion and diversity to connect families, school and community

Managing Meetings – Quick Tips

PTA surveys tell us that members say meetings are effective when they know why they are meeting, believe their time was well-spent making decisions and feel they accomplished something at a meeting.

That’s why the president’s primary role at meetings is to act as a facilitator to set the tone and manage PTA business in an effective way. And, the main role of the board is to come prepared and assist the president in working through the agenda.

Here are some ways to help make meetings more effective and productive:

Before A Meeting – As part of your preparation, consult with other board members to identify the meeting’s chief objectives, activities to engage participants and who will present verbal and written reports. This helps determine what to include in the agenda that you’ll create for the meeting.

Send the agenda to participants ahead of time and widely publicize the purpose of the meeting.

To boost participation, add social time before or after a meeting for everyone to network. And, recruit interpreters and translate handouts in home languages for your meetings.

At A Meeting – Successful meetings give you an opportunity to inform, inspire and empower members. To run an effective meeting, keep everyone on track and time by following the agenda.

As the facilitator, it’s also important to remain fair and unbiased so everyone feels welcome and able to participate.

At the end of the meeting, take time to summarize what was accomplished and important next steps for business items.

After A Meeting – Share the results of the meeting with participants to keep them connected to the work of your PTA. And, follow up with officers and chairmen on next steps and action items to complete tasks and accomplish goals.

Working With Administrators – 6 Effective Ways

School leaders and the PTA represent two important groups on the school campus: staff and parents. They work closely together at a school site as partners in education to support student success.

To nurture this important partnership:

  1. Set the Tone – Build a relationship and collaborate together.
  2. Two-Way Communication – Meet with the principal early in the year and keep him or her updated on events, activities or concerns.
  3. Collaborating with the School – Be aware of the school’s improvement needs and encourage PTA members to actively participate in school site councils, governance teams, or related committees.
  4. Training Opportunities – Offer to provide parent training and resources at the school.
  5. School District Level Involvement – Use the school district’s master calendar to become aware of activities where PTA’s presence is needed and request an opportunity to provide a presentation at school board meetings.
  6. Build a Strong Team – Ask for the principal’s help in encouraging staff to become PTA members. Learn from others and share your knowledge as well.

Other Useful Information

Resources:

California State PTA – www.capta.org

  • PTA Leaders tab and more
  • California State PTA Toolkit
  • Running Your PTA Made Easy
  • Insurance Guide – Also mailed annually to PTA presidents

Online Services:

  • Officer Contact System – To enter officer and board member information and generate useful reports
  • e-Bylaws – To revise and update PTA unit Bylaws
  • Tax Filing Support Center – To help units meet Federal and State reporting requirements
  • MyPTEZ – To handle PTA accounting needs and generate financial reports
  • TOTEM – ELECTRONIC MEMBERSHIP SYSTEM – To join and renew membership and for PTAs to manage membership

National PTA – www.pta.org

Forms

 SCHOLARSHIPS AND GRANTS

Grant Application and Report for Unit, Council and District PTAs – Cultural Arts, Healthy Lifestyles, Leadership Development, Outreach Translation or Parent Education
Continuing Education Credentialed Classroom Teachers and Counselors (Scholarship)
PTA Volunteers (Scholarship)
School Nurses (Scholarship)
Graduating High School Seniors (Scholarship)