Palomar Council PTA

Leadership Tip

CONGRATULATIONS LEADERS!

You did it – you made it to the end of the term! Celebrate your successes... but also take time to evaluate what you did well so you can provide advice in your Procedure Book that you will hand over to the next leader during your transition. And make yourself available as a mentor for new officers as they begin their term, too!

Keep reading for more tips to ending your term and starting the next term successfully.

RESOURCES FOR A SUCCESSFUL TRANSITION

A lot goes on during PTA transition time. Here are a few resources to ease the process:

Preparing for Fall Finances – Budgeting, forms, financial procedures. Oh, my! Get the scoop on how to start your 2019-20 PTA year on firm financial footing with tips from the Online Toolkit here: toolkit.capta.org
Complete the Last Audit – Don’t forget to get the audit completed from the last term. It can be started as soon as the last check is written in June or July 1st. It should be completed in July before any checks are written by the new officers
Activities of the Board-Elect – The smooth transition of outgoing and incoming board members and officers is vital and can determine your PTA’s leadership success for years to come. The transition process is the responsibility of both incoming and outgoing officers and board members. 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. Get more information for new board members here
Procedure Books – Procedure Books are excellent tools to assist the incoming officers with information on how the work of their position went the previous year, contacts and other information which is vital to how to do their position this year. Find out more from the Online Toolkit here: toolkit.capta.org

And remember, PTA leaders are a real resource to help you during transition time and any time! Contact Palomar Council PTA with any questions you may have. We are here to help you!

Announcements

2019-2020 Elected Slate of Officers

President - Lisa Velazquez
Vice President Leadership - Jennifer Boles
Vice President Membership - Jeanine Ramos
Vice President Community Concerns - Frida Brunzell
Secretary - Meredith Gant
Treasurer - Kathy Fountain
Financial Secretary - Steve Tutunjian
Auditor - Vanessa Ortega
Historian - Meenakshi Jain

Welcome

Palomar Council PTA serves 31 local PTA Units in the Poway Unified School District (PUSD). Our goal is to inform and inspire our local units so they can achieve their goals. We provide ongoing training and support of unit officers, and encourage their advocacy and legislative efforts. Palomar Council is the liaison between the units and PUSD, PUSD School Board and the Poway Federation of Teachers Union. We also assist district PTA leaders in the organizing of new PTA units. Our programs include Adopt-a-Family (helping families in need during the holidays), Reflections (a state-side art competition), an Awards & Grants program, and an annual High School College Fair.

Council General Meetings are held the 1st Tuesday of September, November, January, March and May. Please see the Calendar tab for more information. All Unit Presidents or your unit representative are encouraged to attend. We look forward to seeing you!

Important Links