By Bev Berryman, President
It is now the time to pass your cape along to your successor. This can be a hard thing to do for some of us. Some of you may be transitioning on to middle or high school; some of you are transitioning to the “empty nester” phase of your life. Whatever the stage, remember that what you have done will never be forgotten. How you approach the transition of the PTA will make a huge impact on the success of the unit for years to follow. Help the board-elect get a great start to building the new team.
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.
Please encourage new officers to attend PTA training at the California State PTA Convention or at the 4th District PTA Training on June 4 at the Orange County Department of Education, where they can obtain job-specific instruction.
Other things to remember:
Finish the term.
- Complete all responsibilities (including updating your procedure book).
- Meet with current board to eval-uate the term.
- Update PTA EZ with the new board contact information.
- Meet your successor; introduce successor to key individuals.
- Turn over all PTA materials and resources that relate to position.
- Incoming and outgoing boards meet together
- Plan an orientation and planning meeting for a new executive board to help the PTA start the year right by offering an opportunity to share ideas, review PTA resources and create a working calendar. Agreeing on ground rules for board meetings, priorities in working styles and preferences for types and timeliness of com-munication will set the stage for a productive PTA team effort. To ensure a successful term of office, certain responsibilities begin as soon as officers are elected.
The board-elect may:
- Determine resources and materials needed, and order them.
- Distribute copies of bylaws and job descriptions, if they were not included in procedure books.
- Fill vacancies and ratify appointments.
- Brainstorm to set goals and prepare a master calendar.
- Meet with site administrator.
- Assure that year-end financial report and year-end audit take place so budget committee can begin to plan.
Outgoing officers should give support and information when requested but remember that there is more than one way to do every job. Encourage those who follow to develop their own leadership style. The best reputation a PTA leader can have is to be known as a good mentor who taught their successor well and provided the preparation needed for continued success of the association.
Be a superhero for your unit and inspire those that will come after you!!
Thank you for all that you do for our kids.
As published in the Orange Leaves, May 2016 issue.