Area II Gwinnett County Area II Gwinnett County Council of PTAsCouncil of PTAs

SMOOTH TRANSITIONSSMOOTH TRANSITIONS

Presenters: Presenters:

Kerie Allibone and Ann Meyer Kerie Allibone and Ann Meyer

The PTA TRANSITION The outgoing and incoming officers

working together to achieve a smooth change in leadership

Creating an atmosphere of goodwill so the students, parents, teachers, administrators and the community continue to value PTA

TRANSITION – Getting Started The current (outgoing)

secretary should submit officers to GA State, Area 2 and District 12. Deadline was 5/1, please do so ASAP!

Outgoing and Incoming officers meet at least once

Planning for an Effective Transition Outgoing officers turn over records to incoming

officers Discuss what worked; what didn’t Review the budget and any outstanding bills Outgoing treasurer submits the books for audit

no later than one week after the last day of school.

Give the new team EVERYTHING they need to build on previous successes.

Tools for the Transition

Bylaws – each officer should have a copy

Leadership Resource Guide Procedure Books Job descriptions Reports – Treasurer and Committee ALL meeting minutes and agendas

Support the TransitionOutgoing Officers and committee

chairs Be available Be patient Offer advice Avoid criticizing Encourage

confidence

Support the TransitionIncoming Officers and Chairs

Be Available Be patient Seek advice – you don’t need to reinvent

the wheel! Avoid criticizing what has been done

before Be confident

REMEMBER… The outgoing officers may not write checks after

the last day of school. The checkbook must be given to the incoming

treasurer by the last day of school. The check stubs for the current year must be given

to the auditor. The incoming officers should start working on their

Plan of Work immediately before school ends. New officers attend Leadership Training

Conference July 11-12, 2014. New (co-)President(s) – Only you are authorized to

sign contracts, but only with the approval of your board.

Incoming Officers Meet with the Principal – don’t wait until August! Appoint the committees and committee chairs Decide on your goals and programs Develop your calendar (and share it!) Develop a budget Review your Standing Rules and amend as

necessary. Use Model PTA Guide

Building a Team of Leaders Train your team Set realistic

expectations and share them

Recruit committee volunteers

What to work on now: Recruit committed chairpersons and

volunteers. Membership Campaign – be ready to

promote and sell memberships at Open House and every event

RESOURCES

The Outgoing Officers Unit Bylaws Area PTA Officers Training (CLT, Council

School Of Information, District Conference) Georgia PTA Leadership Resource Guide

National PTA Back to School Toolkit

Capitol Watch E-Learning Websiteswww.area2gwinnettpta.orgwww.georgiapta.orgwww.pta.org