Summer Tips for Incoming PTA Leaders

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Summer vacation is here! While these months can be filled with road trips to the beach, summer camps, long nights and lots of “R&R” time—summer is also an opportunity to plan a smooth transition into the upcoming school year. Just as teachers must plan the next school year’s curriculum, PTA leaders have an assignment of their own, too.

At the end of their term, outgoing leaders transfer their procedures books to the incoming leaders. Even if an outgoing leader thinks the information is of no value, with these books you will have a better idea of what was done in the past and how the PTA went about doing it. Outgoing leaders can also offer valuable insight on things yet to be done, what they would do better and suggestions on how to be more effective and efficient in the performance of your new duties. Take notes and don’t be afraid to ask questions!

Start planning now for your own smooth transition into office. Here are a few tips for incoming local leaders to consider:

Share contact information with outgoing leaders and set up a directory to be and remain connected. With previous leaders’ contact information, you’ll be able to reach out for additional support throughout the year or to ask for insight as problems arise.

Review procedures books given to you from outgoing leaders. If there are none, do not worry; start one by getting and reading your local unit bylaws. The PTA unit’s secretary should have a copy. If you can’t find it, call your state/congress office; they’ll be happy to mail or email you one.

Visit PTAKit.org and review the sections that may apply to your new position.  If you don’t see your position listed, the information this website contains is of value to the entire PTA board.  Even if you’re an experienced PTA leader, it is worth reviewing every year as it is updated with the most current information and trends to help you and your unit to be successful.

Check out your state PTA’s website.  They may have information that can start you off on the right foot for the year. For example, templates, training opportunities, resources, program materials, newsletters, etc. You might find ways to connect with your state through Facebook, Instagram, Legislative Alerts, Twitter, etc.

Take advantage of the e-learning courses. National PTA offers online training courses to help you grow as a leader at PTA.org/eLearning. Although you may want to start with what you’ll need for your own PTA position, please take all courses. As a board member, it’s important to know the role of each position and what to expect.

Meet with your school principal to learn about school goals and objectives for the incoming year. Share with the principal the programs the PTA would like to hold (Reflections, Family Reading Experience Powered by Kindle, Healthy Lifestyles, Fire Up Your Feet, Take Your Family to School Week, Teacher Appreciation Week, Connect for Respect, etc.) and how these programs will support the goals and objectives of the school. Think about becoming a School of Excellence in the process!

Set up a communications plan. Newsletters and social media keep everyone informed, engaged and proud of what the PTA is doing. Go through your PTA’s goals, identify specific strategies your PTA or committee will use to achieve each goal and then create a step-by-step plan for each strategy. This is key to growing membership and gaining members and community support.

Have a successful PTA year and thank you so much for your dedication and commitment to the mission of PTA!


Ivelisse Castro is a national service representative at National PTA.

 

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