Governance
Meetings & Elections
Budget & Finance
Transition
Strategic Planning
100

The primary purpose of a PA/PTA is to support this partnership within the school community.

What is the partnership between families and schools?

100

These help keep meetings organized and productive.

What is an agenda?

100

This process ensures funds are used responsibly.

What is the monthly financial report?

100

This process ensures incoming officers receive documents, materials, and institutional knowledge.

What is a June transfer of records 

structured transition/leadership handoff

100

This season is ideal for preparing next year’s goals.

What is summer?


200

This document outlines the operational framework of the PA/PTA 

What are the bylaws? 

200

This should be completed before new officers begin their term.

What are elections and election certification form?


200

This tracks money coming in and going out.

What is a budget?

200

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?

200

Leaders should ask themselves this important question at year’s end: “What impact did we make on ______?”

Who are students and families?

300

This document takes precedence over all other governing documents

What is Chancellor regulation A-660

300

This document must be shared with the community 10 days before the meeting. 

What is the meeting notice? 

300

Fundraising activities should align with this.

What are organizational goals and student needs?

300

Transfer of Records meeting must occur no later than ________.

What is June 30th of each school year

300

These meetings help organizations begin the new year organized and ready (Two answers)

What are planning meetings and first quarterly meeting

400

A strong organization regularly reviews these to remain effective and aligned.

What are goals, bylaws, and procedures?

400

This documents should be shared and approved during meetings.

What are meeting minutes?

400

This committee reviews all financial record and inventory before the school year ends. 

What is the Audit Committee?

400

(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?

400

Strong organizations create measurable objectives using this planning framework.

Backward Calendar Planning 

500

How many meeting does it take to amend the bylaws 

What is two meeting? 

500

This helps increase member participation and engagement.

What is effective communication and outreach?

500

This report summarizes the organization’s financial activity for the year.

What is the Annual Financial Report?

500

All PA/PTA records must be keep for _______.

What is 6 years or until legal action concludes 

500

The ultimate goal of leadership transition is not simply replacing officers but ensuring this

What is organizational sustainability and continuity?

M
e
n
u