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.
KEYS FOR A SMOOTH TRANSITION
Encourage new officers to attend PTA training including the California State PTA Annual Convention. Local district or regional PTAs often hold job-specific workshops and leadership seminars tailored to unit needs. Participating in training connects new leaders to a network of experienced leaders as mentors to call upon during the term.
- Finish the term
- Complete all responsibilities (including updating your procedure book).
- Meet with current board to evaluate the term.
- Send new board contact information to your council or district.
- Meet with successor; introduce successor to key individuals.
- Turn over all PTA materials and resources that relate to position.
- Incoming and outgoing boards meet together.