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PTA Parliamentarian

PTA Parliamentarian. California State PTA Presenter: Tim Davidson – Parliamentarian parliamentarian@capta.org. Overview – Parliamentarian. Key Roles Getting Started How Tos – Meetings | Motions Tips – Nominating Committee PTA Bylaws – Your GPS Updating Using E-Bylaws.

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PTA Parliamentarian

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  1. PTA Parliamentarian California State PTA Presenter: Tim Davidson – Parliamentarian parliamentarian@capta.org

  2. Overview – Parliamentarian • Key Roles • Getting Started • How Tos – Meetings | Motions • Tips – Nominating Committee • PTA Bylaws – Your GPS • Updating • Using E-Bylaws Learn more:www.capta.org

  3. Parliamentarian – 3 Key Roles FAQ – How often should bylaws be updated?

  4. Consultant to PresidentGetting Started – Effective Meetings: • Keep Speakers List Act as Timekeeper • Use Timed Agenda | Issue Bin • Advise on Parliamentary Basics • Help answer questions • Identify ways to move meetings forward Did You Know? …Parliamentarian sits next to president 4

  5. Mentor for MembersPromote Parliamentary Basics How Tos – Meetings: 5 Rules of the Game Order – 1 business item at a time Equal Opportunity – Chance to participate Justice – Fairness | Everyone understands Right of Minority – To be heard Right of Majority – To decide Ways to spread the word to members? Share your ideas with a partner

  6. Questions?

  7. Mentor for MembersPromote Parliamentary Basics • Key Steps – Making a Motion: • Chair – Recognizes Member • Propose Motion | Second Motion • Chair – Restates Motion | Opens Debate • Motion maker has right to speak first • Chair – Conducts Vote | States Result

  8. Mentor for MembersPromote Parliamentary Basics • How Tos – Motions • Help run effective meetings with: • Pre-written routine motions on agenda • Written motions at meeting • Add Standing Rule on Motions • Number of speakers pro/con (4) • Number of times per speaker (1x) • Time for each speaker (2 min)

  9. Questions?

  10. Mentor for MembersAdvisor for Nominating Committee • Parliamentarian calls 1st meeting • Conducts chairman’s election • Committee Timeline: • Elected 60 days before election • Report due 28 days before election • Serves until election See Bylaws – Art. V: Officers and Their Election

  11. Mentor for MembersAdvisor for Nominating Committee • Supply information on: • Open Board Positions | Duties • Eligibility for Office | Term Limits • Give reminders about: • Selecting best candidates • Creating inclusive slate to reflect community • Having open, confidential discussion

  12. Questions?

  13. Facilitator for Bylaws • PTA Bylaws – GPS for Running a PTA • Legally binding document as nonprofit • 501(c)(3) organization • Provide basic framework of a PTA • Supply details on how a PTA functions What’s in your PTA bylaws? Share your ideas with a partner + 2 others

  14. PTA Bylaws Tell You … Membership Boards + Elections Committees Name + ID #s Policies Actions Procedures Meetings FAQ – Why do we update Bylaws?

  15. Updating Your Bylaws • Bylaws Committee – Things to consider: • Are our unit bylaws still a good fit? • Officers | Board | Committees • Meetings – Week | Day | Number • Membership Dues • What about our Standing Rules? • Anything to add to work smarter?

  16. Questions?

  17. Getting Started: Using E-Bylaws Run Your PTA Tax Filing Programs PTA EZ Services Officer Contact PTA Store E-Bylaws Insurance Go to our website: www.capta.org

  18. 1st Time Using E-Bylaws System – Request Username + Password To Start

  19. Unit Information Record – Tips 1st Screen – Data Not Modifiable District Sends Change of Status Form

  20. E-Bylaws – Tips E-Bylaws - Assumes President, Secretary, Treasurer, Historian, Parliamentarian

  21. E-Bylaws – Handling Errors Executive Board Meeting must be at least 14 days before Association Meeting Red Border on Box = Error & Incomplete Bylaws

  22. Bylaws – To Submit For Approval • Send bylaws to your council/district PTA: • Print hard copy from E-Bylaws Program • Double-sided | Correct pagination • For Text Changes – Hand-write on hard copy • Can’t enter changes into E-Bylaws • Send bylaws + 2 copies • 4 Signature Pages (both sides) • Bylaws Submittal Form (list changes)

  23. PTA Parliamentarian Questions? Thank you for all you do for kids as a PTA leader! California State PTA Presenter: Maggie Steele – Parliamentarian parliamentarian@capta.org

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