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16 Tips for Executive Board Members

Doing these simple things will help make you a more effective PTO or PTA board member.

by Christy Forhan

5 Things You Should Know About Representing Your PTO in the Community

  1. Always introduce yourself.
  2. Don’t speak on behalf of the school. You might have a great rapport with the principal, but you are not an official representative. Refer school questions to the principal; they are not PTO business.
  3. Don’t share your personal opinions on issues. When you are in your official role, speak on behalf of the PTO as a whole.
  4. Be polite.
  5. Give credit where credit is due.

4 Essential Tips for Working With School Support Staff

  • Introduce yourself. It will be easier to ask the custodian, secretary, school aide, and audiovisual technician for help later if you introduce yourself today.
  • Learn their names—and call them by name.
  • Respect their school jobs. Remember that their primary responsibility is to the school. They are not there to do PTO grunt work. If you need substantial help from school staff, clear it with the principal first.
  • Include them in staff appreciation events.

7 Secrets for Transitioning Your Office

  1. Clean out and organize your old files.
  2. Then hand over the files.
  3. Train your successor side by side.
  4. Introduce her around the school.
  5. Share your best advice (and worst experiences) about the job.
  6. Be accessible in the new year.
  7. But don’t hover; it’s her job now.

Christy Forhan is a veteran PTO leader who has served as president and treasurer, among other roles, at schools in West Bloomfield, Mich.

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Comments

  1. avatar

    Posted by Craig on Feb. 25, 2012

    Gloria -- That's great of you to step in in such difficult circumstances. Yes, you can absolutely amend the bylaws. If the bylaws don't spell out a procedure for how they are amended, you should include that in your revision as well. The typical procedure is that you read the proposed amendments at one meeting, then vote on them at the next. (Or else require, say, two weeks advance notice to members of the intention to amend the bylaws.) Bylaws amendments usually require a two-thirds vote. Good luck!
  2. Posted by - gloria on Feb. 25, 2012

    I was elected vice pres 2 months ago with absolutely no direction just hard labor. Now I am acting pres, current pres term is up in 2 months. New PTO Board is ready for next term, I then step back down to vice pres. Now, while I am acting pres., can I amend PTO bylaws, which are severely outdated to include additional officers? One being a Director of PTO that enforces the bylaws and provides some type of orientation for new officers that are transitioning in to PTO like I was for the first time.
  3. avatar

    Posted by SHayesMiller on Mar. 09, 2010

    I'm also wondering if there is a conflict of interest in having siblings serve together on the board! Thanks!
  4. Posted by - Rose on Jun. 12, 2009

    Hello,

    My term of being President is over today. It was a bitter-sweet departure. The Vice-President and her husband gave the PTO a difficult time during our last fundraiser and left a bad taste in my mouth. I will not be returning next year due to my child leaving the program which he is currently enrolled. There are not many parents involved but plenty of teachers. The Vice-President and her husband will be the new board for the upcoming year, not by vote, but because there are no other parents willing to participate. Is there a conflict of interest having spouses on the board? Just curious.
  5. Posted by - Craig Bystrynski from PTO Today on Nov. 20, 2008

    Hi Kristina -- Check out the link that says "President" in the shortcuts box at the bottom of this page. You'll find lots of info there. Specifically, I'd recommend the articles "You're Elected—Now What?" http://www.ptotoday.com/pto-today-articles/article/69 and "My Life as President" http://www.ptotoday.com/pto-today-articles/article/228 You'll also get plenty of advice on the message boards: http://www.ptotoday.com/boards Best wishes! -- Craig
  6. Posted by - Kristina on Nov. 11, 2008

    Hi, i am a new PTO president and we are just getting our organization up aand running. I find PTO today a big help, but i was wondering were there any tips for a new PTO and being a president for the first time
  7. Posted by - Craig Bystrynski from PTO Today on Nov. 07, 2008

    Martha--Check out the article "Make the Principal Your Partner." http://www.ptotoday.com/pto-today-articles/article/209 On our page titled "The Prinicipal," you'll also find advice on negotiating with the principal plus a story on how some real disputes were negotiated and resolved. Just click on the link that says "The Principal" at the bottom of this or any article page. Good luck! -- Craig
  8. Posted by - Martha on Oct. 30, 2008

    I am trying the regain structure in our PTO. Our principal and school secretary have taken over many events and fundraisers. They do not want to let go and let our current (very organized,very active) PTO take over. This is making it very difficult to restructure, plan and prepare for next year. Any ideas how to get them to let go and let the parents run it?
  9. Posted by - Craig Bystrynski from PTO Today on Oct. 30, 2008

    Lori -- That's a great question for the message boards. I bet you'll get a lot of feedback from folks who have been in the same situation. http://www.ptotoday.com/boards/ You might also find the article "How To Retire Gracefully" helpful. It doesn't directly answer your question, but it gives some insight into the mindset of people in that position. Here's the link: http://www.ptotoday.com/pto-today-articles/article/360-how-to-retire-gracefully --Craig
  10. Posted by - Lori on Oct. 28, 2008

    Our President last year is having a hard time stepping down. She is involved but is making hard to run things our way. Any suggestions?
  11. Posted by - sheila on Sep. 30, 2008

    hi!
    our pto is in a total mess. we are trying to vote out the current members before election. does anyone know how to do this? we can't get volunteers, parents, teachers, everyone is fed up. the current board does not return phone calls and is very disorganized. they even selected the new board before the last meeting of the year last year!
    please help or i dont' think we are going to have a pto!
    i am interested in running for president.
  12. Posted by - Craig Bystrynski from PTO Today on Sep. 25, 2008

    Hi Christine -- Probably the best thing I can offer that covers a lot of ground in a short time are our tool kits. http://forms.ptotoday.com/store/catalog.html?id=1002 You might find the Leader's Toolkit particularly helpful. Also, the message boards are a great place to get advice from experienced leaders. And finally, check out the story "You're Elected! Now What?" http://www.ptotoday.com/pto-today-articles/article/69 It will give you some basic pointers for getting started. -- Craig
  13. Posted by - Craig Bystrynski from PTO Today on Sep. 25, 2008

    Hi Joy — The "legal" answer depends on the structure of your PTO. If it's an independent organization with bylaws, the bylaws state which offices must be filled. If it's incorporated, the state likely requires at least a president and a treasurer. If it's simply a committee of the school, that all changes. An important related question might be can the PTO function better with a different structure? If you post your question on the message boards, I bet you will get some good suggestions on how to work toward change. http://www.ptotoday.com/boards/ Good luck! — Craig
  14. Posted by - Joy on Sep. 25, 2008

    Can a PTO exist legally without the installment of officers? What are the legal and tax problems which arise in a PTO where there are no officers and moneys are being raised and spent by a few individuals involved in the group?
  15. Posted by - Christine on Sep. 23, 2008

    Help, I'm a new PTO president and I don't know the bylaws or how to do this job. Can someone please send me in the right direction. Thanks Christine.
  16. avatar

    Posted by Craig Bystrynski from PTO Today on Jul. 23, 2008

    Hi Patty--Bylaws differ from group to group. Check yours to see whether they define a member as someone who has a child in the school or put limits on who can be an officer. If you don't find any restrictions, then there's no prohibition against letting that board member stand for reelection.--Craig
  17. Posted by - Patty on Jul. 23, 2008

    One of our parents no longer have kids that attend the school, but would like to continue on the board. Are there any bylaws against this?
    Please help!
  18. Posted by - Michelle on Jun. 18, 2008

    We did for the first time an end of the year volunteer dinner that was catered. Many appreciated it more then the trinket gifts. We needed an event in the evening due to the majority of our volunteers having full time jobs.
  19. Posted by - Lynn on May. 06, 2008

    Our school has a volunteer breakfast toward the end of the school year. The PTO provides the paper goods and the teachers are asked to provide the breakfast items. Its a great event and all the teachers are more than willing to assist with honoring the volunteers.
  20. Posted by - JC on Mar. 18, 2008

    Officer Training - Does your pto pay for officers to go to training/workshops?
  21. Posted by - Craig Bystrynski on Mar. 10, 2008

    Hi Anne -- That's a nice idea and an acceptable use of funds, as long there's agreement on the expenditure. We also strongly recommend that you find a public way to express thanks to all of your volunteers, whether they contributed an hour or many, many hours. It's important to let people know that you value everyone's contribution. There are good ideas for volunteer appreciation in our Volunteer & Teacher Appreciation toolkit (ptotoday.com/toolkits), and there are always folks willing to share appreciation ideas on the message boards. Good luck! -- Craig
  22. Posted by - anne carmody on Mar. 10, 2008

    Our PTO president of 4 years is ending her term this year. The PTO would like to pay for a dinner for her out of PTO funds. Is this an acceptable use of PTO money?

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