The primary purpose of a PA/PTA is to support this partnership within the school community.
What is the partnership between families and schools?
These help keep meetings organized and productive.
What is an agenda?
This process ensures funds are used responsibly.
What is the monthly financial report?
This process ensures incoming officers receive documents, materials, and institutional knowledge.
What is a June transfer of records
structured transition/leadership handoff
This season is ideal for preparing next year’s goals.
What is summer?
This document outlines the operational framework of the PA/PTA
What are the bylaws?
This should be completed before new officers begin their term.
What are elections and election certification form?
This tracks money coming in and going out.
What is a budget?
These key items should be transferred before a new leadership team begins its term.
What are financial records, meeting minutes, bylaws, passwords, and official files?
Leaders should ask themselves this important question at year’s end: “What impact did we make on ______?”
Who are students and families?
This document takes precedence over all other governing documents
What is Chancellor regulation A-660
This document must be shared with the community 10 days before the meeting.
What is the meeting notice?
Fundraising activities should align with this.
What are organizational goals and student needs?
Transfer of Records meeting must occur no later than ________.
What is June 30th of each school year
These meetings help organizations begin the new year organized and ready (Two answers)
What are planning meetings and first quarterly meeting
A strong organization regularly reviews these to remain effective and aligned.
What are goals, bylaws, and procedures?
This documents should be shared and approved during meetings.
What are meeting minutes?
This committee reviews all financial record and inventory before the school year ends.
What is the Audit Committee?
(True or False)The transfer of records must take place on school premises, in the presence of the principal, as soon as practicable following the election
What is true?
Strong organizations create measurable objectives using this planning framework.
Backward Calendar Planning
How many meeting does it take to amend the bylaws
What is two meeting?
This helps increase member participation and engagement.
What is effective communication and outreach?
This report summarizes the organization’s financial activity for the year.
What is the Annual Financial Report?
All PA/PTA records must be keep for _______.
What is 6 years or until legal action concludes
The ultimate goal of leadership transition is not simply replacing officers but ensuring this
What is organizational sustainability and continuity?