Every PTA board should evaluate the term’s work and prepare recommendations for the next term. What worked? What didn’t? What do you recommend? Your insights and feedback are valuable to incoming officers!
Projects and Programs
- Did the PTA achieve the goals set at the beginning of the term? If not, what needs to be done?
- Did the officers and chairmen know what was expected of them?
- Were efforts made to include more members in planning and working toward achieving those goals?
Membership
- Did the PTA membership increase this term?
- Was an effort made to include more new members?
- Were the association meetings well attended?
- Was the association included in the decision-making process of the organization?
- Was the membership kept informed of PTA events and programs?
Training/Leadership Development Were the officers and chairmen notified of all training opportunities and encouraged to attend?
- Did officers and chairmen take advantage of training opportunities?
- Was the association represented at council/district PTA meetings?
- Did your PTA send representation to the annual convention? If so, now is the time to make sure they share the resources and information, and what they learned with your PTA.
Resources for transitions
There’s a lot that happens during term transitions. Here are some resources to help!
- Preparing for Fall PTA Finances — Budgeting. Forms. Financial procedures. Oh, my! Get the scoop on how to start your 2016-2017 PTA year on firm financial footing. Check it out!
- Activities of the Board-Elect — The smooth transition of outgoing and incoming board members and officers is of vital importance and can determine your PTA’s leadership success for years to come. The transition process is the responsibility of both incoming and outgoing officers and board members. It gives closure to those leaving their positions and allows those coming in to be properly prepared. A good process of transition provides an opportunity for outgoing members to evaluate their work and efforts while giving suggestions to new board members on what they wish they had done differently. Get more information for new board members.
- Procedure Books — Procedure Books are excellent tools to assist the incoming officers with information on how the work of their position went the previous year, contacts, and other information which is vital to how to do their position this year. Find out more.
And remember: PTA leaders are a real resource to help you during transition time — and any time! Contact the Tenth District PTSA or Highlands Council or California State PTA headquarters with any questions you may have — everyone is here to help you.