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![Page 1: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/1.jpg)
Title (edit on Master Slide)Subtitle
![Page 2: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/2.jpg)
Title (edit on Master Slide)Subtitle
Working asA Board TEAM
for Successful Board Management
Presenter:
Deb FritzNational Service Representative
![Page 3: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/3.jpg)
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InstallationWelcome to the PTA Board
• Thank you for accepting…– this honor – this privilege– this responsibility– the hard workof being a Board member.
![Page 4: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/4.jpg)
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Agenda for today…
• Duties as Elected Officer• Responsibilities for Non-Profit
Management• Obligation to Strengthen the
Association• Opportunities to Learn and Grow• Q and A
![Page 5: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/5.jpg)
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Why Are Boards Important?
• Required by Law
• Key to the fulfillment of the organization's mission
![Page 6: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/6.jpg)
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Two Major Roles of Board
• To Govern - delegated by the IRS law & the bylaws that give the duty and responsibility to make decisions and govern the PTA.
• To function as a team - exercise power as a single entity as recognized by SC and by PTA at all levels.
![Page 7: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/7.jpg)
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Board as a TEAM
• Only board has power and authority to act
• Specific roles to satisfy fiduciary responsibilities
• Responsible to know and abide by Standards of Affiliation to State and National Association
![Page 8: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/8.jpg)
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Duties
• Fiduciary responsibility – legal responsibilities of care (do no harm), loyalty (interest of the organization are first) and obedience (know & follow the rules)
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Board as a TEAM
Because Directors are persons who occupy a position of such power and confidence with regard to the property of another, the law requires him/her to act solely in the interest of the person/organization he/she represents.
![Page 10: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/10.jpg)
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Therefore, Directors must act:
• in good faith;• with the care an ordinary
prudent person in a like position would exercise under similar circumstances; and
• in a manner the Directors reasonably believes to be in the best interests of the organization.
![Page 11: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/11.jpg)
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Duty of Care
• The duty of care requires active participation in the organization’s affairs by attending board meetings and meetings of committees on which the board member serves.
![Page 12: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/12.jpg)
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Duty of Loyalty
• The duty of complete and undivided loyalty requires that the interest of the organization takes precedence over the board member’s personal interests.
![Page 13: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/13.jpg)
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Duty of Obedience
• The duty of obedience requires board members to be faithful to the organization’s mission.
![Page 14: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/14.jpg)
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Board TEAM responsibilities:
• Set policy• Plan for the future• Monitor and evaluate• Advocate for the association• Ensure expertise - training• Ensure resources – human, financial• Recruit & Renew - leaders, ideas
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The Board TEAM Sets Policy
• Developed, not just written, after gathering and deliberation, to meet specific needs.
• Evaluated regularly• Updated for relevance
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The Board TEAM Plans for the Future
• Sets long and short range goalsmap
• Vision of future—where it is going
direction• Mission rules as cornerstone
destination
![Page 17: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/17.jpg)
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The Board TEAM Monitors and Evaluates
•Structure•Finances•Progress•Adherence to mission and vision
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The Board TEAM Advocates for the Association
• Lobby for legislation• Lobby funding sources• Communicate with community
re needs and successes• Influence community and
opinion
![Page 19: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/19.jpg)
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The Board TEAM Contributes Expertise
• Your own as individuals• Your connections in the
community• Your knowledge of the
nonprofit world and services
![Page 20: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/20.jpg)
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The Board TEAM Delegates to the President• President usually charged:
–Run effective meetings–Ensure members are served–Assess and monitor board function–Protect policy–Lead long and short-range planning
![Page 21: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/21.jpg)
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The Board TEAM Delegates to Committees
Board is responsible for oversight and actions of the organization and all the work done by committees, officers and staff.
![Page 22: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/22.jpg)
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The Board TEAM Delegates to Committees
• Executive Committee• Standing, temporary, special
committees• Committees report to the board
![Page 23: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/23.jpg)
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The Board TEAM Recruits & Renews
• Recruit the right people• Fill vacancies• Appoint chairs• Orient new recruits• Keep the board sharp• Develop new skills and leadership• Develop new funding streams
![Page 24: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/24.jpg)
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The Individual as a Board/Team Member
• Listens to others• Explains his/her views• Keeps it friendly• Is open in disagreement, but keeps it in
the meeting• Debates, questions, and respects• Accepts split votes• Supports the vote, even if on the
“losing” side
![Page 25: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/25.jpg)
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What if something goes wrong?
• Board skills are acquired and learned
• Conflict is constructive• Self awareness is key• You have support
![Page 26: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/26.jpg)
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Parent Professional
• Build personal and professional skills– Knowledge base– Management capabilities– Leadership skills– Communication skills– Conflict Management
![Page 27: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/27.jpg)
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Questions & Answers
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Thank You!
• For attending and participating• For your commitment to PTA• For sharing the vision and
spreading the good news• For all you do for children
![Page 29: Title (edit on Master Slide) Subtitle. Title (edit on Master Slide) Subtitle Working as A Board TEAM for Successful Board Management Presenter: Deb Fritz.](https://reader036.fdocuments.us/reader036/viewer/2022062801/56649e695503460f94b66924/html5/thumbnails/29.jpg)
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Deb Fritz
571-329-9345
National PTA
(800) 307-4PTA (4782)
www.pta.org Connect with National PTA® on: Twitter | Facebook | YouTube | Fotki | Delicious