1. Area II Gwinnett County Council of PTAs SMOOTH TRANSITIONS Presenters: Kerie Allibone and Ann Meyer

2. The PTA TRANSITION The outgoing and incoming officers working together to achieve a smooth change in leadership Creating an atmosphere of goodwill so the students, parents, teachers, administrators and the community continue to value PTA

3. TRANSITION – Getting Started The current (outgoing) secretary should submit officers to GA State, Area 2 and District 12. Deadline was 5/1, please do so ASAP! Outgoing and Incoming officers meet at least once

4. Planning for an Effective Transition Outgoing officers turn over records to incoming officers Discuss what worked; what didn’t Review the budget and any outstanding bills Outgoing treasurer submits the books for audit no later than one week after the last day of school. Give the new team EVERYTHING they need to build on previous successes.

5. Tools for the Transition Bylaws – each officer should have a copy Leadership Resource Guide Procedure Books Job descriptions Reports – Treasurer and Committee ALL meeting minutes and agendas

6. Support the Transition Outgoing Officers and committee chairs Be available Be patient Offer advice Avoid criticizing Encourage confidence

7. Support the Transition Incoming Officers and Chairs Be Available Be patient Seek advice – you don’t need to reinvent the wheel! Avoid criticizing what has been done before Be confident

8. REMEMBER… The outgoing officers may not write checks after the last day of school. The checkbook must be given to the incoming treasurer by the last day of school. The check stubs for the current year must be given to the auditor. The incoming officers should start working on their Plan of Work immediately before school ends. New officers attend Leadership Training Conference July 11-12, 2014. New (co-)President(s) – Only you are authorized to sign contracts, but only with the approval of your board.

9. Incoming Officers Meet with the Principal – don’t wait until August! Appoint the committees and committee chairs Decide on your goals and programs Develop your calendar (and share it!) Develop a budget Review your Standing Rules and amend as necessary. Use Model PTA Guide

10. Building a Team of Leaders Train your team Set realistic expectations and share them Recruit committee volunteers

11. What to work on now: Recruit committed chairpersons and volunteers. Membership Campaign – be ready to promote and sell memberships at Open House and every event

12. RESOURCES The Outgoing Officers Unit Bylaws Area PTA Officers Training (CLT, Council School Of Information, District Conference) Georgia PTA Leadership Resource Guide National PTA Back to School Toolkit Capitol Watch E-Learning Websites www.area2gwinnettpta.org www.georgiapta.org www.pta.org