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Hints For Being A 
Successful PTA President

1 Use your council liaison for support and as a resource.
2 Attend Council Meetings --- both Executive Committee and General meetings.
3 Please put your school’s Clothing Center Assignment date on your calendar and send at least 4 workers.
4 Read your bylaws and standing rules and use them.
5 Refer to last year’s Procedure book.
6 Planning with your principal and PTA Board is a must.
7 Set your goals for the year so that you have a clear vision of what your PTA wants to accomplish this school year.
  • What programs and projects will your unit tackle?
  • How will your board reach and involve all or your parents and families in PTA activities?
  • What is your membership goal?
  • How will your PTA work with your school staff, families and children to enhance learning and make this the best school year ever?
  • Are you keeping the PTA mission and objects in mind by and keeping your focus on children and youth?
8 Delegate!
9 Use the free resources provided by National, State and council. Read the information that is sent to you and distribute it.
10 Start meetings on time. Never have a meeting without an agenda. You can keep the meeting running smoothly by sticking to the agenda.
11 Make sure accurate minutes of your meetings are taken. The minutes record the legal transactions of your organization. Financial records are kept seven years but minutes are kept permanently. They will forever tell what has happened in your local PTA.
12 Include your chairmen at your monthly board meetings. Develop your future leadership to its fullest potential.
13 Make sure an audit was done at the end of the last fiscal year.
14 Make sure all required tax forms have been filed. Make sure last year’s taxes were paid. The penalties add up.
15 If you haven’t already completed it, work with the treasurer and budget committee to prepare the budget for approval by the Executive Board and the general membership.
16 Have a printed treasurer’s report at each meeting and this needs to be available for everyone in attendance.
17 Be informed about financial matters. Both the PTA President and Treasurer are responsible for the financial transactions of your PTA. Read the finance section (referred to as Money Matters) of your "National PTA Annual Resources for PTAs".
18 Follow fundraising and sponsorship guidelines. If you secure a corporate sponsor a form must be filled out and sent to both Fundraising Chairman Jeanne Slaughter and SMAC President Kim Pflaum.
19 Only the president can sign a contract or letter of agreement. Before signing a contract approval should be given by a board vote and it should be documented in the minutes. Contracts should be signed:
  • Kim Pflaum, Shawnee Mission Area Council President

In a representative and not a personal capacity

20 Get acquainted with the teachers in your school. Ask what PTA can do for them.
21 Mail a newsletter with membership and volunteer information. Promote the activities of your PTA.
22 Make sure State and National dues has been mailed to the State Office. Remember the deadline to receive the early membership award at state convention is October 1.
23 Attend the Kansas PTA convention in Great Bend and other leadership training. These are legitimate PTA expenses. They develop leadership. Budget for them.
24 PTA may not campaign for or against candidates for federal, state, or local public office. Although PTAs cannot support any candidates, they can support issues.
25 Please make sure that the president and principal have the date of the Administrators Dinner on their calendar. When you receive the invitation in the mail, please RSVP by the date requested.
26 Before doing a bulk mailing using the SMAC bulk mail permit call Maureen Frazell, SMAC’s Bulk Mail Chairman.
27 If you have e-mail, check it daily.
28 Make sure your unit roster of officers and chairman has been sent to the Corresponding Secretary, Vicky Needham.
29 To receive copies of the minutes of the SMAC meetings send or give to the Corresponding Secretary Vicky Needham 9 self-addressed, stamped envelopes.
30 Please keep Vicky Needham informed of address, phone, e-mail, and fax number changes.
31 Please remember that the President’s list and the SMAC Roster are not for distribution to outsiders.
32 Make sure that the president, council delegate, and the principal are all receiving the Councilor.
33 Please check the Councilor and the web page for additional workshop information, roster corrections and other useful information.
34 Begin looking ahead to next year. Help train next year’s leaders.
35 Have fun! Enjoy your presidency.
36 Schedule time for rest and relaxation and time with your family.

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© Copyright 1998-2003 Shawnee Mission Area Council PTA
Last Updated:  October 15, 2003