Board Positions

PTA Board Positions

Oversees and coordinates the work of an executive board to run a PTA effectively
Presides at PTA board and association meetings
Serves as the official contact, communicator and representative of a PTA
Designated as an authorized signer for PTA checks, contracts and authorizations for payment
Serves as ex-officio member of all committees except the nominating committee
Works with other PTA leaders to connect families, school and community to support student
success.

Works as the primary aide to the president
Helps lead a PTA towards specific goals consistent with PTA purposes and policies
Performs president’s duties in his or her absence
Carries out other duties outlined in unit bylaws and standing rules or as assigned:
- Give regular membership reports at all PTA meetings.
- Maintain a list of members, updating as new members are enrolled. Provide copies to
  the unit president and secretary.
- Promote current member benefits to give added value to PTA membership.
- Make an effort to qualify and/or apply for available membership awards to recognize and
  honor your PTA for membership efforts.
- Developing and implementing membership drive and collecting membership dues.

Maintains permanent records to track unit funds and financial transactions
Chairs budget committee and prepares annual budget for adoption by the association
Pays all PTA bills as authorized by board or association
Prepares reports for every board and association meeting and an annual financial report
Ensures taxes and reports required by PTA bylaws, insurance or federal and state governments
are completed and submitted by the due dates.

Takes minutes at board and association meetings
Co-signs formal papers with president: authorizations for payment, resolutions and formal letters
Handles PTA correspondence as directed by the president
Maintains and preserves PTA records and important documents to pass on at the end of the
term.

Assists the president to manage meetings and advises on parliamentary procedure
Chairs Bylaws committee to review unit Bylaws each year and revise Bylaws every three years
Arranges nominating committee’s first meeting, providing information on nomination and
election process.

Captures, assembles and preserves record of activities and achievements of a PTA
Collects volunteer hours for PTA meetings and events
Completes and submits the PTA Unit-Annual Historian Report to council/district PTA
Displays or presents brief overview of PTA year at meeting near the end of the school year.

Positively impacts the lives of all children and families; and
Is a relevant, inclusive, influential volunteer-powered association working for the well-being of
children and youth.
Obtain (from predecessor) and study the procedure book and other materials related to
performing the duties of communications leader:
Print publications: past issues, deadline schedules, duplicating process and mailing permit
information, templates.
Electronic communications: email account names and passwords, web hosting information,
domain name information, social media usernames, logins and passwords, webmaster contact
information.
Calendar of events and contact information for PTA officers and chairmen.
Budget
Names and contact information for local media contacts.

Reviews the books and financial records of a PTA to determine their accuracy
Presents written reports on financial reviews to the board for review and the association for
adoption
Uploads copies of adopted financial reviews to the document retention system as indicated in
unit bylaws