PLANNING & GOAL SETTING
EFFECTIVE MEETINGS
BUDGET BASICS
WAYS & MEANS
BY THE RULZ
100
Guides the unit's activities for the fiscal year.
What is a Plan of Work
100
Official written records of all meetings
What are the minutes of the association
100
Membership dues
What is the association's primary funding source
100
Local unit PTA President
Who is the only person allowed to sign a contract with a vendor or manufacturer
100
Parliamentary Procedure
What is one of the e-learning courses at PTA.org/e-learning
200
Brainstorming
An activity to use to group and prioritize needs for the fiscal year.
200
Quorum
What is the minimum number of members present and voting needed to be able to transact the business of the association
200
NO
What is can a principal tell the PTA how to raise or spend its funds
200
For Deposit Only to the ABC PTA, Account # 987654321
What is the marking on the back of ALL checks, along with signature of the treasurer. Duplicate deposit slips should be made so that the treasurer has a copy. ALL checks should be photo copied
200
the entire board
What is who should have a copy of the current bylaws
300
T or F: Opportunity knocks only once
What is F; Opportunity is a steady woodpecker hammering on your windows and doors
300
C L I P
What is Commit, Learn, Inform, Persuade
300
Creating and managing a budget according to bylaws; Filing IRS, federal, state and local reports appropriately
What are the two major areas the local unit president needs to oversee
300
75%
What is the percentage of volunteer resources needed for each Ways & Means activity to avoid tax liability
300
Bylaws vs Standing Rules
What is the rules of the local unit that must be followed vs the outline of the procedures with specific details that are not included in the language in the bylaws
400
S.M.A.R.T.e.r
What is Specific, measurable, attainable & agreeable, relevant, timely, evaluated & recommendations. What should always be considered when talking about goals and objectives
400
Content, Interaction, Structure
What are the 3 key component areas of a meeting
400
No No & NO
What is never deposit funds in a personal account, school account or other organization account; never allow anyone else, including the school, booster clubs, business or other organizations deposit fund in the PTA account; never sign or allowed to be signed blank checks of the association
400
Use this Fundraising Marketplace to find vendors and services to help make your PTA fundraiser a success
What is www.pta.org/member/content
400
2/3
What is the vote required of the members present at a general meeting to adopt bylaws and/or amendments to the bylaws
500
Lewis & Clark
Who are a team who always kept a diary
500
Notes on techniques to be used, points to be clarified
What is a meeting matrix
500
National, State, Council
What is not considered local income in the local unit budget. You do not keep that money, therefore it is not income
500
UBI
What is unrelated business activity
500
Parliamentary Authority
What is the resource used for guidance if there is not specific language in the bylaws. aka Robert's Rules of Order, Newly Revised [11th Edition]
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