New Officer Training

New Officer Training Spring 2023

PTA 101

New to PTA or just new in a leadership role? Learn why the PTA was founded, what its mission is, how it works, and where you and your PTA fit within all that!

Recording: PTA 101

Slide deck: PTA 101: June 2023

PTA Triage

Is your PTA kept afloat by a small number of PTA leaders and active members? Learn what the most essential and impactful things are that you should put you and your volunteers’ precious time and energy into.

Recording: PTA Triage

Slide deck: PTA Triage: June 2023

Facilitating Effective Meetings & Increasing Inclusion

Learn tactics for structuring meetings that will help you focus on accomplishing your PTA’s goals, increase transparency, and build trust. You will also learn how to facilitate meetings that include all voices and encourage differing viewpoints to build stronger solutions and communities.

Recording: Facilitating Effective Meetings & Increasing Inclusion

Slide deck: Facilitating Effective Meetings & Increasing Inclusion – June 2023

Family-School Partnerships

The National PTA developed six standards many years ago for effective family-school partnerships, that many school districts base their family engagement strategies around. Learn what they are and how to bring them into your community.

Recording: Family-School Partnerships

Slide deck: Family-School Partnerships – June 2023

President / EVP*

What exactly is the president responsible for and how can they best lead and support the work of your PTA? This workshop will cover essential information including the president’s role in finances, appointing committees, and collaboration, coordination and communication with all stakeholders.

*Executive Vice-Presidents work closely with the President and perform presidential duties in their absence, so EVPs need to understand this role as well.

Recording: PTA President / EVP* Training

Slide deck: President/EVP Training – June 2023

Financial Officers: Treasurer / Financial Secretary / Financial Reviewer

This workshop will cover the basic financial responsibilities of financial officers: presenting regular financial reports, sound financial procedures for approving and tracking expenses, and reporting requirements in order to remain in good standing with CAPTA, the state of CA, and the IRS. You will also receive recommendations for file management for seamless and efficient financial reviews, and suggestions for distribution of responsibilities across financial officer roles and committees.

Slide Deck: Second District PTA Finance Training 6.3.23.pptx

Secretary

The Secretary of your PTA maintains essential records for the organization. You will learn about those records in this workshop, as well as best practices for keeping minutes of your meetings – an important record of all actions taken by your PTA membership.

Slide Deck: Secretary Training – June 2023

Parliamentarian

This workshop will review the responsibilities of the Parliamentarian, and will also be a useful training for another officer who might take some of these responsibilities should your PTA not have a Parliamentarian. These duties include providing guidance on using Robert’s Rules to run meetings, updating and maintaining bylaws, and convening the nominating committee for annual officer elections.

Recording: PTA Parliamentarian Training

Slide deck: Parliamentarian Training – June 2023

Tips & Idea Sharing for Committee Chairs: Recruiting Volunteers, and Planning / Managing the Work

Whether you lead an events committee, DEI committee, Reflections / arts education, advocacy or any other type of committee at your school, this session will provide both tips and space for people in similar roles to share ideas.

Idea Guide: Tips & Idea Sharing for Committee Chairs – June 2023

Communication Tips and Idea Sharing

Whether you have one person in charge of communications for your PTA, or have many people sharing responsibilities, or serve on a committee that has to communicate about its work, this workshop is for you! We’ll share a few tips and then provide time for people in similar roles to share ideas.

Recording: (if you would like the link to this recording, please email leadership@sfpta.org)

Idea Guide: Communication Tips and Idea Sharing – June 2023

New Officer Training Fall 2021

Your Place in the PTA Picture recording slide deck

A Walk Through the Bylaws recording slide deck

Top Ten Tips for PTA Presidents recording slide deck

Creating Communities of Belonging slide deck
Resource for creating equitable meeting spaces

Financial Training for the Whole Board recording slide deck

Secretary Training resources

Membership Training slide deck

Bylaws Summary Example
Bylaws v.2020 Fillable PDF for Out of Council Units

Parliamentarian Training agenda (links in doc)

Calendar/list for planning your PTA year

Managing Conflict

Planning the PTA Year document (what you need to do every month)
Managing Conflict
Working with Difficult People (not a great name for a document, but it does have helpful tips):
Tips for working with school leaders
Working with site administrators (principals)
Working with teachers
Best practices for PTA President and principals working together

Multicultural calendar for PTAs

New Officer Training Spring 2021

Your Place in the PTA Picture recording slide deck

A Walk Through the Bylaws recording slide deck

Top Ten Tips for PTA Presidents recording slide deck

Creating Communities of Belonging recording slide deck
Resource for creating equitable meeting spaces

Financial Training for the Whole Board recording slide deck

Parliamentarian Training recording agenda

Bylaws Summary Example
Bylaws v.2020 Fillable PDF for Out of Council Units

Secretary Training resources

Membership Training slide deck

New Officer Training Spring 2020

This virtual training was conducted over Zoom and recorded. The first hour discusses how to run meetings. The next half hour is a training for treasurers. The final hour joins a president training mid-session.

Virtual Second District General Meeting Slide Deck