Leadership

Transition and New Leaders

2020 Welcome Back
Last Updated: 07/31/2020
Conflict of Interest Policy
A copy of this policy shall be given to all members of the board, officers, and staff members upon commencement of such person’s relationship with the PTA or at the official adoption of this policy. Each board member, officer, and staff member shall sign and date the policy at the beginning of his or her term of service or employment and each year thereafter. Failure to sign does not nullify the policy.
Last Updated: 09/08/2019
Whistleblower Policy
This Whistleblower Policy of the California State PTA: (1) encourages directors, officers, staff and volunteers to come forward with credible information on illegal practices or serious violations of adopted policies of the association; (2) specifies that the association will protect the person from retaliation; and (3) identifies where such information can be reported.
Last Updated: 09/08/2019
What Every PTA President Should Know from the Beginning
Overview summary of key components - your team, ground rules, resources, duties
Last Updated: 08/22/2011

Running Your Unit

Public School Employer-Employee Negotiations
Last Updated: 08/22/2019
Records Retention and Destruction Policy
Last Updated: 08/22/2019
Unit Financial Red Flags
Last Updated: 08/17/2011
Professional Governance Standards Brochure
Last Updated: 08/17/2011
Checklist of a Healthy Unit
Last Updated: 08/17/2011

Meetings

Attracting & Retaining Meeting Attendees
Ideas on how to structure your association meetings to attract more attendees
Last Updated: 09/01/2011
Planning Effective Meetings
Tips for planning a good association, board or committee meeting
Last Updated: 08/17/2011
Components of an Effective Meeting
Last Updated: 08/17/2011
Sample PTA Agenda
Excellent template for creating your Association and/or Executive Board Meeting
Last Updated: 08/17/2011
8 Steps to a Motion/Motion Matrix
A "must read" for every President! This 'cheat sheet' should be taken to every meeting
Last Updated: 08/17/2011
Tips for Presiding Over a Meeting
Hints and Tips you should read prior to before presiding over your first meeting as President!
Last Updated: 08/17/2011
Evaluate Your Meetings Scorecard
10 Yes/No Questions to help you evaluate your meeting environment
Last Updated: 08/17/2011
Tips & Hints for Presenters
Last Updated: 08/17/2011

Team Building and Volunteers

Elements of a Successful Team
Last Updated: 08/17/2011
Work Together, Plan Together
Last Updated: 08/17/2011
Get the Best from Volunteers
Last Updated: 08/17/2011
Value of Volunteers
Last Updated: 08/17/2011
Code of Ethics
Last Updated: 08/17/2011
Responsibilities of Group Members
Last Updated: 08/17/2011
Responsibilities of Executive Board Members
Last Updated: 08/17/2011