1. F IRST DISTRICT PTA SUCCESSFUL YEAR - LONG MEMBERSHIP CAMPAIGNS Session 102 Presented by Linda Shafer communications@pta1.org Diane Hyland membership@pta1.org First District Office 626.289.1448

2. A SUCCESSFUL MEMBERSHIP CAMPAIGN… Is not a short drive in the fall that ends with a pizza party at the end of October! A successful campaign is a year-long effort!

3. MEMBERSHIP VP/CHAIRMAN…. FIRST STEPS Procedure Book Last year’s membership numbers Membership Envelopes Membership Cards Dues breakdown Know State, District, Council.. PTA “Challenges” and Awards Understand Membership Year July 1 - June 30 annually Grace period until October 31 - members may vote in fall

4. M EMBERSHIP COMMITTEE MEETS … PLAN… meet with Principal, PTA President, and Committee GOAL Set an attainable goal, but, challenge GROWTH THEME Know State theme: Focus on Membership, District: TBD See Membership Theme Ideas Handout CHECK BUDGET Campaign materials Incentives Awards MEMBERSHIP ACTIVITIES Competition? Individual and Class Incentives? Awards? Mid-Year Challenge….

5. THE CAMPAIGN… Parent Welcome Packet Letter of welcome Theme, Membership Envelope and Dues Information Contact information for PTA board members PTA purpose – personalize for your school Offer awards and incentives Inclusive Translate materials in other languages Invite Teachers – (Principal can set the example) Students Community leaders & business owners School Board Members, Administrators Ask Dads !

6. M ARKET Y OUR PTA… Benefits of PTA Show child school matters Become a partner with principal, teachers, staff Connect with other parents Be part of state and national organization Make it personal What PTA Does for YOUR child and your school After school Art, Music and Drama Academic Assemblies Family fairs – Health, Safety, Math & Science, Astronomy

7. A DVERTISE ….

8. C AMPAIGN TIPS … Campaign early, and often Principal and Teachers are key Public Posting of progress Contests and prizes Highlight programs and services provided UNBUNDLE membership and volunteering Buying membership card does not mandate volunteering

9. P TA MEMBERSHIP BASICS Every member gets a card! Anyone can join Keep membership list Report Membership progress enthusiastically Only one level of membership Donations are kept separate from dues

10. COLLECT MEMBERSHIP DUES Collect all envelopes Use proper financial procedures Two (2) PTA leaders count money together Deposit funds immediately Membership Chair and Treasurer work closely to track numbers Forward funds at least monthly Does not require member approval; funds not belonging to unit/council Use Remittance Form with check to C/D; keep copy

11. C AMPAIGN C HALLENGES … A nominated officer to next school level, must be member 30 days prior to election meeting. Buy a membership when nominated Must buy new membership card after October 31 Middle and High School Focus on benefits to students Open forum discussion Q & A “Focus on Membership” Year-Round for Success!

12. R ESOURCES … California State PTA TOOLKIT www.pta.org www.capta.org PTA Leaders Run Your PTA Building Membership and Marketing PTA Membership Toolbox Membership Themes Etc…. www.pta1.org District PTA Master Calendar Membership Due Dates/Deadlines District Membership Awards