MWE PTA Plan of Works2014-15.pdf · SFMS PTA Plan of Work . 09/10/14 : ... “Solicitation Letter ”, receive approval from Principal (send copy to PTA ... Board emcee. Tips for

SFMS PTA Plan of Work Officer/Chairman: ____________ Lori Brown________________________ Position: _____President___________________________________________ Year: 2014-2015 _ Goal: Organize and offer assistance to the PTA Executive Board as necessary. Attend all PTA meetings and represent our campus in the community as needed. Work with the principal to implement PTA plans & goals for the year. Fully understand the Bylaws and Standing Rules.

Specific Action Steps

Start Date

End Date

Expenses

1. Attend and run all PTA meetings as a voting member (necessary for required quorum to conduct PTA business).

2. “Seminars and Training”: Attend PTA training and encourage elected/appointed

officers to attend. (*guidelines noted in Standing Rules for how to disburse funds among the officers for SLS-Summer Leadership Seminars-in Austin, TX)

3. “President’s Fund”: a.) Purchase any necessary supplies/tools to assist other

PTA chairmen and/or President’s role (includes miscellaneous Council related expenses). Purchase materials for preparing folders to distribute prior to the start of school for board members (compile all pertinent info such as copies of standing rules, bylaws, budget/receive from Treasurer, calendar, PTA Board flow-chart, current & previous year’s POW, labels, etc,). Copies of PTA roster given to the front office staff and the asst. principals.

b.) Utilize necessary fund for the “Sunshine Fund” which allows delivery of cards/flowers/meals/balloons to executive board members as deemed necessary

c). President’s End-Of-Year OLD/NEW Luncheon to cover food/drink/paper goods/invitations & other related items. 4. “Spring Branch Education Foundation Gala”: Purchase table of 10 for the Gala. 5. “Fine Arts” – coordinate with Membership that faculty is a member of the PTA prior to reimbursement. Written Receipt(s) must accompany reimbursement request. Up to $500 each allocated Library/Band/Choir/Theatre

Arts/Orch, Art & Health Fitness) 6. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

June ‘14 June ‘15 < 650> < 250> < 2,500> < 3,500>

Total Budgeted Income:

Total Budgeted Expense: < 6,900> Each of the above are listed as separate Budget Line Items Net Income: (Difference Between Income and Expense) < 6,900> Resources: Donations from parents I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___________________________________________

09/10/14

SFMS PTA Plan of Work

Officer/Chairman: Julie Turrentine ______ Position: 1st Vice President---Volunteers Year: 2014-2015 Goal: To recruit, coordinate and recognize volunteers for SFMS. To monitor the following subcommittees on the executive board: (Grade Level Reps, Copy Room Volunteers, Environ/Landscape, Mentoring, SFMS Staff Appreciation, STARR Snacks, Veterans Day Celebration, Auction) Fully understand Bylaws & Standing Rules


Start Date

End Date

Expenses

1. Attend PTA meetings as a voting member (necessary for required quorum to conduct PTA business).

2. Attend required state & district training as outlined in the SFMS Standing Rules

3. Coordinate Back-to-School packets with Principal and PTA President (reference notebook and CD for examples). Related expenses paid by SFMS.

4. Compile volunteer lists from the returned Back-to-School packets and provide committee-specific lists to committee chairs.

5. Track and report volunteer hours on a monthly basis. Submit to SBISD office by 5th of month.

6. Recognize SFMS “Volunteer of the Month” via e-Blast, bulletin board and marquee

7. Host school year volunteer appreciation event. 8. Monitor the volunteer registration of all volunteer’s.

Notify any volunteer that is not on the clearance list from the district.

9. Maintain communications with subcommittee chairmen listed above and monitor appropriate budget spending within their respective committees.

10. Recognize or report on behalf of subcommittee chairmen at all meetings.

11. Reports to the President 12. Update notebook and turn over to the NEW

chairperson at the OLD/NEW luncheon

June ‘14 June ‘15 < 375>

Total Budgeted Income: 0 Total Budgeted Expense: < 375> Net Income: (Difference Between Income and Expense) < 375> Resources: Previous year’s notebook. I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________________________________

09/10/14


Officer/Chairman: Susi Hagedorn_______ Position: Theatre Liaison Year: 2014-2015 Goal: To support the SFMS staff (theatre, choir, etc.) in promoting and coordinating the Theater Productions, which may include Talent Show and all the Student Productions) in the fine arts program. To recruit volunteers to assist in all areas


Start Date

End Date

Expenses

1. Attend PTA meetings.

2. Help the theatre teacher with talent show and

theatre performances by communicating with parents whose kids are in the program, assisting with the acquisition of sets and costume materials and helping to advertise the events - either with posters, eBlast articles, marquee announcements, etc.

3. Reports 2nd VP and works with the auction chair.

4. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

August ‘14 Ongoing

May ‘15

< 1000>

Total Budgeted Income: 0 Total Budgeted Expense: < 1000> Net Income: (Difference Between Income and Expense) <1000>

Resources: Parent underwriting. Position notebook has details of job description.

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________


09/10/14

Officer/Chairman :___(Laura Ritchie, Bridget Williams *, Ashley Garza (Voting member) __ Position: SFMS Staff Appreciation Luncheon/each serves about 100 _____ Year: 2014-2015 Goal: To provide a lunch period for our entire staff; bring together staff with our committee to give us the opportunity to thank them. All luncheons are at lunch times in the Library Reading Room.


Start Date

End Date

Expenses


2. Four luncheons during the year, payment to be divided from line item amount:

• Back to School Luncheon • Holiday Luncheon • Spring Luncheon b/f spring break • End of Year Luncheon

3. Reports to 1st V.P. 4. Update notebook and turn over to the NEW


August ‘14 Aug . ‘14 Dec. ‘14 Mar. ‘15 May ‘15

June ‘15

<3,500>

Total Budgeted Income 0 Total Budgeted Expense: <3,500>

Net Income <3,500> (Difference Between Income and Expense)

Resources: Memorial area restaurants, use some decorations from home, re-use last year’s decorations (PTA room), past position notebook



09/10/14

Officer/Chairman: Missy Burke, Dunovan Thomas _ Position: Hospitality Year: 2014-2015 Goal: To provide refreshments at the PTA Executive Board Meetings


Start Date

End Date

Expenses

1. Attend PTA meetings as a voting member. 2. Provide refreshments and snack/finger food for

PTA Board meetings. 3. Set up tables and decorations before each

meeting and clean up after each meeting. 4. Call volunteers to help prepare or purchase

refreshments. 5. Reports to Pres. 6. Update notebook and turn over to the NEW


August ‘14 Approx. 8 mtgs during the year

June ‘15 < 200>

Total Budgeted Income: 0

Total Budgeted Expense: < 200>

Net Income: (Difference Between Income and Expense) < 200>

Resources: Prior year notebook

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: __________________________________________

09/10/14


Officer/Chairman: __ _ _____ ________ Position: Auction/Dinner Chairman Year: 2014-2015 Goal: To raise funds for SFMS PTA with an auction & dinner in conjunction with talent show. Recruit necessary chairmen & volunteers. Work with PTA Talent Show liaison to coordinate this school-wide event.

Specific Action Steps Start Date

End Date

Expenses

1. Attend PTA meetings. will be the voting member for this position. 2. Theme choice & date chosen w/ the SFMS Talent Show faculty, PTA

Talent Show liaison. Provide up to $300 to assist w/ the talent show. Receipts for reimbursement is required.

3. Establish a list of committee chairman as deemed necessary. Utilize Budget for #4-7 4. Paper Needs: Order letterhead/envelopes from SFMS front office. Create a

“Solicitation Letter”, receive approval from Principal (send copy to PTA President) and utilize school letter-head/copier for printing. Order “Donation Forms”, silent auction “Bid Sheets” as necessary. Coordinate printing of auction tickets with the talent show tickets. Number tickets to keep track of sales. Purchase postage. Create and print Silent Auction Catalog & send home via Activity Period the Monday before the auction.

5. Food: Find restaurant/vendor to provide meal for dinner. Determine ticket price. Contact Lunchroom Sales coordinator to sell dinner tickets during lunchtimes along w/ talent show ticket sales. Provide poster board to art teacher and ask her students to create posters advertising the event. Contact front office to publicize via morning announcements. Submit

newsletter articles/e-blasts as needed. Give guarantee to restaurant by Wednesday the week of Auction. 6. Set-up: Create floor plan and coordinate with head custodian. Assist

decorations chairman to decorate cafeteria beginning Friday after lunchroom has been cleared & cleaned. Provide food for volunteers.

7. Payments: Request checks in advance from treasurer for any needs (i.e custodian, cafeteria workers, security, restaurant…). Purchase gift for Big Board emcee. Tips for custodial & cafeteria workers are not reimbursable.

8. Reports to 3rd VP 9. Update notebook and turn over to the NEW chairperson at the OLD/NEW

luncheon

Aug. ‘14 Sept. ‘14 Oct. ‘14 Sept. ‘14 Oct. ‘14 Jan. ‘15 Feb. ‘15

June ‘13 Mar. ‘15 Mar. ‘15 Fri. before the auction Mar. ‘15

<6,000>

Total Budgeted Income: Ticket Sales/Sales of Auction items, donations 26,000

Total Budgeted Expense: < 6,000> Net Income: 20,000 (Difference Between Income and Expense)

Resources: Underwriting from faculty/parents/business community. Last year’s binder. *if something is to be purchased the following school-year with auction funds, be sure to reserve budget line items for the following year budget (i.e. Street signs, etc.) I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___________________________________________________

09/10/14


Officer/Chairman: Kay Pierce, Staci Krosby, Mary Schleinschok (voting member) Position: 8th Grade Celebration Year: 2014-2015 Goal: To include all 8th grade students in an end-of-year celebration and dance


Start Date

End Date

Expenses

1. Attend PTA meetings. Staci Krosby is the voting member for this position.

2. Give progress reports on function status to PTA. 3. Reserve D.J., plan: food, corsages, DVD,

decorations, t-shirts, and 8th grade breakfast & yearbook signing on the last day of school. PTA will support the event with a max. $2000 contribution.

4. All contracts must be signed by the PTA Pres. 5. Separate non-PTA fundraising through “Write-A-

Check”, car wash, t-shirt sales, free dress day and others will cover additional related expenses above the $2000 provided by PTA.

6. All post event remaining funds are retained by SFMS PTA.

7. Report to 2nd VP 8. Update notebook and turn over to the NEW

chairperson at the OLD/NEW luncheon *Only $2000 will be given from the PTA – any additional expenses need to be raised by the 8th grade class. They need to raise what they want to spend.

Aug. ‘14

June ‘15 <10,000*>


Total Budgeted Expense: < 10,000>

Net Income: (Difference Between Income and Expense) < 8,000>

Resources: Prior year’s notebook.

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___________________________________________


09/10/14

Officer/Chairman:_______ ____ __________________________________________ Position: Membership (PTA)_______________________- Year: 2014--2015 Goal: Maintain and promote PTA membership for the 2014-2015 school year PTA dues are: $8: National $1.75, State $2.25, Local $4.00


End Date

Expenses

1. Obtain Local PTA membership drive envelopes…from Texas PTA.

2. Send PTA membership promotional information home to all parents in Back-To-School Packets.

3. Coordinate w/ the PTA President, the update of the All-In-One Payment form as it relates to PTA Membership.

4. Provide each SFMS staff member w/ PTA membership forms before back to school & the first day of school. Work w/ the principal to promote 100% staff membership.

5. Send a reminder in SFMS Newsletter and Eblast to all parents to join SFMS PTA. Every Board member must be a PTA member and every Fine Arts Faculty (Band/Choir/Orch/Theatre Arts must be a PTA member in order to request and receive reimbursements from the PTA Fine Arts line-item.)

6. Life Membership Awards: approx. 2 PTA parents & 2 faculty (number can vary). This covers approx. $50 per recipient to include State fees, flowers & plaques

7. Reports to the President 8. Update notebook and turn over to the NEW chairperson at

the OLD/NEW luncheon

Aug. ‘14 July ‘14 July ‘14 July ‘14 Aug. ‘14 Feb. ‘15 Jan. ‘15

June ‘15 Sept. ‘15 Oct. ‘14 May ‘15

< 300>

Total Budgeted Income: 1,500 Total Budgeted Expenses: < 300.> Net Income: (Difference Between Income and Expense) 1,200 Resources: Folder from last year. Texas PTA website/contact personnel. I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___________________________________________


Officer/Chairman:___ ____ ____ __________________________________________ Position: _____ SBISD Council of PTA’s/SBEF Liaison __ Year: 2014-2015 09/10/14

Goal:

Maintain and promote 1. To promote the annual National PTA Reflections Contest at SFMS : 2014 - 2015 Reflections Theme: The world would be a better place if... 2. To act as a liaison with the Spring Branch Education Foundation and SBISD Council of PTAs to help promote Running for the Arts & The School Bell award at SFMS.


Start Date

End Date

Expenses

1. Council’s Founder’s Day Luncheon or Dinner (School Bell). Register and request payment from the treasurer for the tickets for Principal, PTA President & last year’s life time membership recipients (4).

2. Attend PTA meetings. 3. Promote Reflections contest to SFMS students

through teachers, posters, e-Blast, and marquee.

4. Collect student entries and prepare for submission to Council per contest guidelines. Distribute token for each entry.

5. Recognize winners at each level (School, Council, State, and National) via Awards Night, PTA Mtgs, marquee & announcements)

6. Promote the Running for the Arts event for SBEF; promote student participation and facilitate their attendance at the event.

7. Reports to 2nd VP 8. Update notebook and turn over to the NEW


Aug. ‘14 July ‘14

June ‘15 Sept. ‘14

< 300> <300> <200>

Total Budgeted Income: Total Budgeted Expenses: < 800.> Net Income: (Difference Between Income and Expense <800> Resources: Folder from last year. Texas PTA website/contact personnel. I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___________________________________________


09/10/14

Officer/Chairman: Dena Shugart, Casey Reed__________________________ Position: STAAR Snacks Year: 2014-2015 __ Goal: To work with the school staff member in charge of student testing, for the purpose of purchasing and distributing healthy snacks for students during TAKS testing


Start Date

End Date

Expenses

1. Attend PTA meetings 2. Purchase water and appropriate snacks and distribute

to students during state-required testing. 3. Coordinate student count with the testing classrooms,

& dates with AP in charge of testing 4. Request volunteer support from provided list of volunteers and if needed, through 1st VP 5. Reports to the 1st VP 6. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

August ‘14

June ‘15 < 2,000>

Total Budgeted Income: 0 Total Budgeted Expense: < 2,000> Net Income: (Difference Between Income and Expense) Resources: Asst. Principal over Testing (As Assigned), 1st VP



09/10/14

Officer/Chairman: Karen Montgomery, Jeanine Piskurich, Gina Gelber, Marcy Knox (Voting Member) Position: Grade Level Representative - 8th Grade Year: 2014-2015 Goal: To volunteer and recruit other 8th grade parent volunteers to assist with campus/PTA needs at SFMS as indicated by the 1st VP in charge of volunteers. To facilitate communication between SFMS and the 8th grade parents and community


Start Date

End Date

Expenses

1. Attend PTA meetings. Karen Montgomery voting member.

2. Assist with 8thgrade volunteer needs as they arise, including Back-to-School packets, Parent Meetings, Bobcat Camp, dances, Veteran’s Day… and communication between SFMS, 8th Grade and the community.

3. Reports to 1st VP 4. Update notebook and turn over to the NEW

chairpersons at the OLD/NEW Luncheon

August ‘14

June ‘15


Total Budgeted Expense: 0

Net Income: (Difference Between Income and Expense) 0

Resources: 1st VP, Volunteer Interest Form from Back-To-School Packets



Officer/Chairman:___Jennifer McKnight, Julie Turrentine, Amanda Bush (Voting Member) _ ____ Position: Grade Level Representative - 7th Grade Year: 2014-2015 09/10/14

Goal: To volunteer and recruit other 7th grade parent volunteers to assist with campus/PTA needs at SFMS as indicated by the 1st VP in charge of volunteers. To facilitate communication between SFMS and the 7th grade parents and community


Start Date

End Date

Expenses

1. Attend PTA meetings. Jennifer McKnight will be the voting member for this position.

2. Attend and promote the “Parent Meetings for the 7th Grade Parents”.

3. Assist with 7thgrade volunteer needs as they arise, including Back-to-School packets, Parent Meetings, Bobcat Camp, dances, Veteran’s Day…



August ‘14

June ‘15







Officer/Chairman: Janice Schwartz, Stewart Krosby, Kim Benton (Voting Member) _____ Position: Grade Level Representative - 6th Grade Year: 2014-2015 09/10/14

Goal: To volunteer and recruit other 6th grade parent volunteers to assist with campus/PTA needs at SFMS as indicated by the 1st VP in charge of volunteers. To facilitate communication between SFMS and the 6th grade parents and community


Start Date

End Date

Expenses

1. Attend PTA meetings. Janice Schwartz will be the voting member for this position.

2. Attend and promote the “Parent Meetings for the 6th Grade Parents”.

3. Assist with 6th grade volunteer needs as they arise, including Back-to-School packets, Parent Meetings, Bobcat Camp, dances, Veteran’s Da; Facilitate communication between SFMS, 6th Grade and the community.



Aug. ‘14

June ‘15







Officer/Chairman: Susi Hagedorn . Position: 2nd Vice President---Student Activities Year: 2014-2015

09/10/14

Goal: To oversee student activities at SFMS. To monitor the following subcommittees on the executive board:

(Character Ed, 8th Grade Celebration, Odyssey of the Mind, Multicultural Event, Reflections, Running for the Arts, Student Council Dances, Dads & Donuts, Talent Show Liaison)

Fully understand Bylaws and Standing Rules


Start Date

End Date

Expenses


2. Attend required State Training as outlined in the SFMS Standing Rules

3. Maintain communications with subcommittee chairmen listed above and monitor appropriate budget spending within their respective committees.

4. Review the POW’s of said subcommittees 5. Recognize or report on behalf of subcommittee

chairmen at all meetings. 6. Assist chairman of Dads & Donuts in scheduling and

hosting event. 7. Reports to the president 8. Update notebook and turn over to the NEW


June ‘14

June ‘15 < 350>

Total Budgeted Income: 0 Total Budgeted Expense: < 350> Net Income: (Difference Between Income and Expense) < 350> Resources: Previous year’s notebook, PTA President, subcommittee chairmen

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: __________________________________________________


Officer/Chairman: Karen Smith . Position: School Supplies Year: 2014-2015

09/10/14

Goal: To promote and coordinate the sale and distribution of pre-packed grade-level specific school supplies to SFMS families. Also solicit for and collect monetary donations towards school supplies for financially needy SFMS students. This POW covers fulfilling 2014 orders and taking orders for school year 2014-15


Start Date

End Date

Cost

1. Attend PTA meetings as a voting member (necessary for the required quorum to conduct PTA business).

August ‘14 June ‘15

2. Coordinate the delivery of supplies to SFMS over the summer. August ’14

3. Continue to take orders from new students over the summer, at Bobcat Camp, and through the fall for late-registering students; place reorder as appropriate (any reorders placed following initial order will be charged sales tax).

August ‘14

4. Distribute supplies at the start of school (Bobcat Camp and first week of school).

August ‘14

5. Facilitate purchase of supplies for needy SFMS students using donated money plus amounts earned from vendor rebate programs.

August ‘14 (1,500) expense-EPI/Target etc

6. Prepare grade-level specific school supply required item lists based on input from faculty.

March ‘15

7. Coordinate with vendor on contract, item lists, pricing, etc. March ‘15

8. Prepare order form and distribute to all SFMS families; include request for donations for school supplies for financially needy students at SFMS and in SBISD; communicate and promote the program; coordinate on-line orders.

March ‘15

9. Process orders and place the appropriate order with the vendor. May ‘15

10. Expenses: Follow up with all financial matters (i.e., student payment documentation, invoice payment, disbursement of collected donations as they relate to the order form)

Total Budgeted Income: FY 2014-15 1,500

Total Budgeted Expense: FY 2014-2015l < 1,500> Net Income: (Difference Between Income and Expense) -0-

Resources: Notes from previous year; assistance from prior year chairperson.

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED Chairperson Signature: ________________________________________

09/10/14


Officer/Chairman: Paula Balcezak* and Staci Krosby (*Voting Member) Position: SFMS School Spirit Items Sales Year: 2014-2015 Goal: To sell monogrammed “SFMS” clothing and other items and SFMS decals to all interested persons at the beginning of the school year, and again as needed or requested to promote school spirit.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Research vendors to buy the polo shirts & sweat

shirts from. 3. Create an order worksheet to be distributed with

the PTA’s “All-In-One Payment Form”, that goes into the back-to-school packets at the beginning of the year.

4. Coordinate with the PTA Membership chairman to arrange for this same worksheet to be attached to the “All-In-One Payment Form” and placed in the staff boxes on the first day of school.

5. Collect order information from the “All-In-One Payment Form”. Check the PTA box for staff orders. Place orders with the selected vendor. If additional sales occur (not on a tax-exempt day) then sales tax will apply .

6. Deliver shirts to students and faculty 7. Reports to 3rd VP 8. Update notebook and turn over to the NEW


July. ‘14 Summer ‘14 Aug. ‘14 Aug. ‘14 July ‘14

June ‘15

< 8,000>

Total Budgeted Income: 9,000

Total Budgeted Expense: <8,000> Net Income: (Difference Between Income and Expense) 1,000

Resources: Last year’s notebook. Comparison pricing from two/three vendors.


SFMS PTA Plan of Work 09/10/14

Officer/Chairman: Lysette Plant ______________ Position: Copy Room Volunteers Year: 2014-2015 Goal: To support the faculty of SFMS by coordinating volunteers for the copy room. Work with the SFMS CIS to facilitate school picture days.


Start Date

End Date

Expenses


2. Recruit and train volunteers to work regular weekly or bi-weekly shifts in the copy room. Obtain the school copy machine code for copying staff papers. Do not use the PTA code.

3. Organize volunteers to man tables during picture day and retake day with CIS—(assigned staff). Ask the Grade Level Reps to find volunteers from each grade level.

4. Reports to 1st VP 5. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

August ‘14

June ‘15




Resources: Notebook from last year. Assistance from the SFMS principal’s assistant. Volunteer Interest Form for names. I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________

09/10/14


Officer/Chairman: Julie Turrentine_____________________________________ Position: CIT (Campus Improvement Team) Representative to the PTA Year: 2014-2015 Goal: To give timely reports to the SFMS PTA on the meetings of the Spring Forest Campus Improvement Team (CIT)


Start Date

End Date

Expenses

1. Attend PTA meetings as a voting member (necessary for required quorum to conduct PTA business)

2. Be an active elected member of the SFMS CIT (lottery elections done each Spring)

3. Submit written report (or via email) to the PTA President in a timely fashion after each meeting of the CIT. Regular meetings are held monthly during the school year. Dates set by school principal. 4. Make copies of report for distribution to PTA board if requested by PTA President (use school copier) 5. Report to the president 6. Update notebook and turn over to the NEW


Aug. ‘14 June ‘15




Resources: Last year’s notebook. Agenda’s from the CIT



09/10/14

Officer/Chairman: Nada ElSayed __ Position: Lunchroom Sales Year: 2014-2015 Goal: Arrange for volunteers to work during student lunches to sell tickets for various events, as needed. Current PTA board members to advise you of PTA events needing assistance.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Arrange for volunteers during lunches to sell

various tickets. Work with the auction chairmen, as the most time consuming sales will be for the annual auction (raffle tickets/dinner/talent show). Raffle, dinner and talent show tickets will need to be sold thru the auction.

3. Assist the Student Council in the sales of school spirit wear, if requested (teacher provides cash box)

4. Assist in distribution of directory (and additional sales) if requested.

5. Confirm with the current event chairman that a morning announcement form has been filled out in the front office so the event(s) can be advertised over the P.A. system.

6. At the conclusion of each sale, monies are to be tallied and turned over to Treasurer with appropriate PTA deposit form.

7. Report to 3rd VP 8. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

Aug ‘14 2 wks before auction 2-3 days as needed Oct. ‘14 for all sales

June ‘15 Thru the auction

Total Budgeted Income: 0 Total Budgeted Expense: 0 Net Income: (Difference Between Income and Expense) 0 Resources: Requests by PTA. Obtain cash box from Treasurer as needed before sales (2 days advance notice) & return at conclusion of sales.



09/10/14

Officer/Chairman: _______ Open Position___________________________________________ Position: Odyssey of the Mind Year: 2014-2015 Goal: To implement an Odyssey of the Mind program at SFMS with the goal of providing academic enrichment opportunities to students. This program shall be open to ALL interested students.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Attend training as needed at Parent U. 3. Register school as a member of Odyssey of

the Mind through district means. 4. Conduct a series of introductory workshops to

introduce program to prospective team members. Manage registration & promotion process. Purchase supplies or solicit for donations.

5. Form Teams – based on student participation in workshops, parent involvement, student commitment. Facilitate team activities and purchase supplies in preparation for competitions

6. Register for: • Regional Tournament • State Tournament • World Finals – Potential Cost $1,200/student to

cover registration, food, board & transportation 7. Report to 2nd VP 8. Update notebook and turn over to the NEW


Aug. ‘14 Sept. ‘14 Sept. ‘14 Oct. ‘14 Nov. ‘14 Jan. ‘15 Mar. ‘15 May ‘15

June ‘15 Mar. ‘15

< 150> <350>


Total Budgeted Expense: < 500> Net Income: (Difference Between Income and Expense) < 500>

Resources: District helps offset fees and other applicable costs; contact district for specifics from year to year.



09/10/14

Officer/Chairman: Alison White, Sandra Grizzell, Susi Hagedorn, Ingrid van de Coevering, Mary Schleinschok Position: Communications: Email Communications, newsletter, social media, publicity, website, Calendar __ Year: 2014-2015 Goal: To keep parents and SFMS personnel informed of PTA events and news.


Start Date

End Date

Expenses


2. Collect information from school and PTA concerning ongoing events.

3. Ensure Calendar events are publicized and coordinated with School Administration

4. Email communications: Utilize Constant Contact to send weekly eBlast updates

5. Newsletter: Produce a newsletter at the beginning of both semesters with important information; print and distribute via BTS packets and report cards

6. Social Media: Update PTA Facebook and Twitter accounts with timely information

7. Website: Update the PTA web site throughout the year via Webs.com ($125 annual fee + $25 domain name)

8. Publicity: contact media outlets as needed. 9. Reports to the secretary 10. Update notebook and turn over to the NEW


August ‘14 June ‘15 $420 $200 $0 $150 $0


Total Budgeted Expense: $770.00

Net Income: (Difference Between Income and Expense) ($770.00)

Resources: computer, the PTA web page provided by the district and Constant Contact, a third party system used to send emails and manage the subscriber database. I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________


Officer/Chairman: Laurie O’Block*, Stephanie Banks (*Voting Member) ____ _ 09/10/14

Position: Directory Sales Year: 2014-2015 Goal: Solicit Ads from our faculty/families/business community. Provide the ads to the Directory Development Chairman. Facilitate the sale of the directories. Assist in the editing prior to printing.


End Date

Income (Expenses)

1. Attend PTA meetings. 2. Update and confirm the information about the purchasing of directories, that is on the PTA “All-In-One Payment Form” and that goes home in the Back-To-School packets and into the staff boxes. 3. Sell Directories: Calculate total sales after all Back-To-

School Packets have been returned to school. Add 50 extra for the “after sales”. Relay the quantity of directories that need to be printed to the Directory Development Chairman.

4. Sell Advertisement: Solicit Ads for the directory by publicizing via school means, community networking and past purchasers. Provide clear deadline for purchasing ads and clear information about the proper formatting of the provided information; secure payment & camera-ready artwork upfront.

5. Contact the Directory Development Chairman to facilitate the inclusion of all ads into the developing directory.

6. Assist in the editing before it goes to print. 7. Once directories are completed, distribute the pre-ordered

directories, via Activity Teacher. Then, contact Lunchroom Sales Chairman to assist with extra sales during lunchtimes. Utilize E-blast, meetings and morning announcements (announce forms are in the front office) to publicize the availability of purchasing extra directories.

8. Report to 3rd VP 9. Update notebook and turn over to the NEW chairperson at

the OLD/NEW luncheon

August ‘14 July ‘14 Sept. ‘14 Summer ‘14 Early Sept. Sept. ‘14 Oct. ‘14

June ‘15 August ‘14 1 -2 wks from pkt due date Early Sept. Sept. ‘14 May ‘14

2,000 2,000


Total Budgeted Expense: 0 Net Income: 4,000 (Difference Between Income and Expense)

Resources: Past directories. Last year’s notebook I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ___ __________________________________________________


Officer/Chairman: Dr. Kaye Williams . Position: Curriculum Committee Coordinator (the principal) Year: 20134-2015 09/10/14

Goal: To establish and maintain a student recognition program (Bobcat Recognition) To provide each student with an agenda so that students may learn time management and keep track of assignments in an efficient manner. To maintain an after-school program that will provide students a safe environment between the hours of 4:00 and 6:00 pm (Prepared 4 Life Grant) May or not be renewed on an annual basis… To encourage a character education program at SFMS To supplement the curriculum with additional materials that supports Social-Emotional-Learning of students at SFMS


Start Date

End Date

Expenses

1. If schedule allows, attend PTA meetings as a voting member

2. “Bobcat Recognition” (Bobcat Bucks, pizza, etc.) a. Purchase student recognition items ($800) b. include honor roll students ($200) 3. “Agendas” (fluctuating value yr to yr)

a. Gather necessary information about school events, grading periods, etc. to include in agenda

b. Review/Revise Handbook c. Submit order to Premier Agendas

4. “Principal’s Fund” ; Character Education curriculum materials & supplies. Work in conjunction with PTA Character Education Committee chairman. Also includes $1000 for paper. 5. “Teacher Training” (can be utilized for subs) 6. “Curriculum”:

Enhance and meet the curriculum needs for all grade levels. General supplies/materials to supplement regular education curriculum. Can be used for teacher/specialty training

7. “Awards”: Coordinate with counselor for end of year gr. level night for medals & ribbons from faculty to the students.

8. Coordinates school-year PTA efforts with PTA President 9. Reports to the president 10. Maintain documentation of PTA support for future

reference.

Aug ‘14 June ‘15 < 1,000> < 4,000> < 3,500> < 2,500> < 2,000> < 1,250>

Total Budgeted Income: 0 Total Budgeted Expense: < 14,250>

Net Income: (Difference Between Income and Expense) < 14,250> Resources: Monthly PTA budget for review of funds dispersed/available

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________________________


Officer/Chairman: _ __Roxanne Yose___ ________ Position: _______Environmental/Landscape Chairman________________ Year: 2014-2015 09/10/14

Goal: To beautify and enhance the gardens & environment – both interior and exterior of SFMS.


Start Date

End Date

Expenses

1. Attend PTA meetings as a voting member –(necessary for required quorum to conduct PTA business)

2. Add plants to the courtyards and front gardens as needed for the beginning of school. 3. Monitor the planting and maintenance or the

courtyard, front and perimeter beds, as needed during the year, to provide a beautiful environment for the SFMS community.

4. Work with the staff to improve the interior of the school and promote recycling.

5. Promote and coordinate State PTA Environmental Contest

6. Reports to 1st VP 7. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

August ‘14

June ‘15

<2,000> (Split: Exterior projects - $1000 Interior projects - $1000)


Total Budgeted Expense: <2,000>

Net Income: (Difference Between Income and Expense) <2,000>

Resources: Council PTA Chairperson. Volunteer Interest Forms



Officer/Chairman: _________Michelle Morford_ _____________________________________ Position: __________Parliamentarian ____________ _________ Year: 2014-2015

09/10/14

Goal: Advise the presiding officer on questions or parliamentary procedure Fully understand the SFMS PTA’s Bylaws and Standing Rules


Start Date

End Date

Expenses


2. Attend required trainings; guidelines are in the Standing Rules.

3. Maintain updated Bylaws and Standing Rules 4. Create and monitor a meeting sign-in sheet as it

applies to voting members and resulting quorum 5. Advise President when counsel is needed 6. Report to the president 7. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

Aug. ‘14 June ‘15

Total Budgeted Income: 0 Total Budgeted Expense: 0 Net Income: (Difference Between Income and Expense) 0 Resources: Roberts Rules of Order, Texas PTA Notebook I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________


Officer/Chairman: _ _Kimberly Ford*, Betsy Snapp, (*Voting Member)____ _ Position: _________Veteran’s Day Celebration__________________ Year: 2014-2015

09/10/14

Goal: To provide a breakfast in a patriotically decorated library and reading room for our honored Veterans, their spouses and/or friends and honored guests. We work with/coordinate with the SFMS Staff, our PTA parent volunteers and our students to organize & plan this special celebration.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Review Veterans Day Notebook, obtain Volunteer

list, meet with Jana Gwinn & committee to discuss event, speaker, gift, assign duties

3. Plan for purchases, decorations & supplies. Contact Cornelius, various vendors about our needs, review budget.

4. Meet with SFMS Staff, PTA committee, decide and purchase needed items. Email/contact volunteers. Coordinate breakfast items needed, etc. Refer to notebook.

5. Set up days to decorate, finalize volunteer’s responsibilities, coordinate with Jana Gwinn SFMS Staff, PTA & students. Have all decorations in place, supplies purchased, serve, assist in breakfast. Also coordinate clean up, submission of receipts for reimbursement, list suggestions for next year.

6. Reports to 1st VP 7. Update notebook and turn over to NEW


Aug. ‘14 Sept. ‘14 Sept. ‘14 Oct. ‘14

June ‘15 Nov. ‘15 Nov. ‘15 Nov. ‘15

< 1000>




Resources:



Officer/Chairman: Bridget Van Akkooi, Teri Adair Position: _____Multi-Cultural Festival_____________________________ Year: 2014-2015 09/10/14

Goal: Provide secondary communication to the students, parents and staff of Spring Forest Middle School and to the community regarding events and special messages important to our school.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Work with Principal and Faculty to provide a Multi-

Cultural Event for the students 3. Reports to the 2nd VP. 4. Update notebook and turn over to the NEW


Aug. ‘14 June ‘15 < 1000>




Resources: Last year’s notebook I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________

09/10/14


Officer/Chairman: Betsy Snapp_____________________ Position: ______Secretary_______________________________________ Year: 2014-2015 Goal: To keep an accurate record of minutes for all meetings at SFMS. Please see Bylaws and Standing Rules for further details concerning secretarial duties.


Start Date

End Date

Expenses


2. To take minutes at all meetings 3. Provide the minutes of the previous meeting to the

president for approval by the board at the current meeting

4. The records she maintains should be brought to the monthly meetings for reference

5. Provide necessary correspondences as needed, to represent the SFMS PTA to our members and the community (cards/note/general) Stationary and postage will be funded from the “PTA Supplies” line-item.

6. Reports to the president 7. Update notebook and turn over to the NEW chairperson at the OLD/NEW luncheon

Aug ’14 June ‘15




Resources:

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: ________________________________________ 09/10/14


Officer/Chairman: Janice Gorman _ Position: Character Education Year: 2014-2015 Goal: To promote positive values among the students through character education.


Start Date

End Date

Expenses

1. Attend PTA meeting as voting member (necessary for required quorum to conduct PTA business)

2. Work with the SFMS principal to assist meeting his Character Education needs.

3. Schedule activities and programs, purchase any needed materials, display materials at SFMS to promote themes of character building, one event each in Spring & Fall

4. Reports to 2nd VP 5. Update notebook and turn over to NEW

chairperson at the OLD/NEW board luncheon

Aug. ‘14 June ‘15 < 2,000>



Net Income: (Difference Between Income and Expense) < 2,000>

Resources: The Principal/faculty/PTA board can offer suggestion of programs & ideas to consider implementing I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED Chairperson Signature: ________________________________________

09/10/14


Officer/Chairman: __ Jennifer Cobb _ Position: Dance Coordinator with Student Council Sponsor Year: 2014-2015 Goal: To support Student Council fundraising efforts by assisting with the planning and coordinating the chaperones for all school dances sponsored by the student council.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. Update the PTA board on any Student Council

events. 3. Action Items (utilizing budget if necessary):

• Recruit volunteers to chaperone dances. • Recruit volunteers to donate snacks, baked

goods, & sodas for refreshments. • Recruit volunteers to help decorate.

4. Encourage Student Council sponsor to turn in student council hours to the PTA 1st VP.

5. Report to 2nd VP 6. Update notebook and turn over to the NEW

Chairperson at the OLD/NEW board luncheon

August ‘14 June ‘15 < 600>

Total Budgeted Income 0



Resources: volunteer list and prior decorations



Officer/Chairman: Open . Position: (CTEF) Commitment to Excellence Fund Year: 2014-2015 09/10/14

Goal: To publicize the available PTA funds and educate members on the way in which to submit a request for consideration. To consider educational requests from any SFMS PTA member; keeping the betterment of our campus and the welfare of the students at heart. To work with the school principal to select appropriate requests and to follow through with the acquisition and funding of these items/programs.


Start Date

End Date

Expenses

1. Attend PTA meetings. 2. (necessary for required quorum to conduct PTA

business) 3. Prepare and distribute forms (packets of requests) 4. Prepare meeting dates to facilitate the prioritizing

of the requests. Verify with the membership chair, that all persons receiving funds are a current PTA member.

5. Present the proposed spending request to the PTA board for approval.

6. All funding for CTEF comes from income in excess of the PTA operating budgeted funds.

7. After approval from the PTA board, follow through with the acquisition and payment of all approved items. 8. Reports to the president 9. Update notebook and turn over to the NEW


August ‘14 3 mtgs/yr.

June ‘15 <TBD>


Total Budgeted Expense <TBD> Under Standing Rules, Appendix C, any funds remaining in this line item at the end of our current fiscal year, will be reserved for a winter disbursement in the upcoming school year. Net Income: (Difference Between Income and Expense) <TBD>

Resources: Teachers, School Principal, PTA, PTA members

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED. Chairperson Signature: __________________________________________

09/10/14

SFMS PTA Plan of Work Officer/Chairman: Anna Farris (Assistant Treasurer- Dawn Dudley) ____________ Position: _____Treasurer _____________ Year: 2014-2015 Goal: To maintain accurate financial records for the PTA and report updated information to the membership on a regular basis at all meetings. To provide necessary reporting on the PTA finances (see Bylaws and Standing Rules for details).


Start Date

End Date

Expenses

1. Attend PTA meetings. Treasurer is the voting member. (necessary for required quorum to conduct PTA business)

2. Attend necessary training to perform job functions (guidelines are in the Standing Rules)

3. Pay for the following budgetary line-items: Altharetta Yeargin Art Museum Annual Donation • Bank Charges • Council Dues • Insurance • Spring Branch Education Foundation:

a. Donation for scholarship b. Donation for school supplies

• Supplies for PTA • Tax Prep.Expenses for past year 4. Research Matching Funds w/3rd VP 6. Confirm that the president has school-year budget

prior to the start of school for her committee folders.

7. Monitor the “Fine Arts” line-item disbursement posted on the presidents POW.($500 ea. for B,O,C, TA) 8. Reports to the President 9. Update notebook by the end of school-year. Turn

over books to audit committee and forward to the NEW chairperson at the conclusion of audit.

July ‘14 Aug ‘14

June 30, 2015

< 150> < 250> < 50> < 550> < 100> < 150> <1,500> < 250>

Total Budgeted Income: 0 Total Budgeted Expense: < 3,000> Net Income: (Difference Between Income and Expense) < 3,000>

Resources: Treasurer’s Hand Book

I am aware that expenses greater than OR not detailed on this Plan of Work and approved at a PTA General Meeting upon presentation by the Treasurer may not be reimbursed. NO SALES TAX WILL BE REIMBURSED Chairperson Signature: _________________________________________


09/10/14

Officer/Chairman: ______________ Anne Vachon__________________________ Position: _________3rd VP Ways & Means Year: 2014-2015 Goal: To monitor the following subcommittees on the executive board: (Auction/Dinner, CTEF, Directory Sales, Directory Development, Lunchroom Sales, School Supplies/SBEF Liaison, SFMS Attire) Fully understand Bylaws and Standing Rules


Start Date

End Date

Income (Expenses)


2. Attend necessary PTA training (guidelines listed in Standing Rules)

3. Promote the “Bobcat Supporter” (check writing campaign, supporters listed in the directory by levels)

4. Promote and monitor all “Other Income” (i.e. Kroger, Randall’s, restaurant “Bobcat Nights”, commercial donations)

5. Review the POW’s for above listed subcommittees.

6. Reports to the President 7. Update notebook and turn over to the NEW


August ‘14 June ‘15 8,000 2,000



Net Income: (Difference Between Income and Expense) 10,000

Resources:



09/10/14

Officer/Chairman: ______ Judi Campbell ________ Position: _ _ Library Coordinator _____ Year: 2014-2015 Goal: Assist the SFMS librarian in maintaining an efficient and orderly library as well as assist with book fairs and other special library events.


Start Date

End Date

Expenses

1. Attend PTA meetings

2. Determine dates of SFMS book fairs 3. Assist SFMS librarian with volunteers for book

fairs.

4. Report to the secretary.

5. Update notebook and turn over to the new chairperson at the old/new luncheon.

Aug ‘ 14 June ‘15


Total Budgeted Expense:

Net Income: (Difference Between Income and Expense)

Resources:



09/10/14

Officer/Chairman: _______Alison White_____________________________________ Position: __Spark Park Year: 2014-2015 Goal: To assist the school staff member in charge of the multi-cultural event, for the purpose of set up and organizing volunteers.


Start Date

End Date

Expenses

1. Attend PTA meetings

2. Assist the PTA in assessing the possibility of a Spark Park. 3. Reports to the President. 4. Update notebook and turn over to the new chairperson at the old/new luncheon.

June ‘14 June ‘15 <TBD>


Total Budgeted Expense: < TBD>

Net Income: (Difference Between Income and Expense)

Resources:



Officer/Chairman: _______ Roxanne Yose & Amy Lyster__________________________ Position: __Directory Printing and Layout_ Year: 2014-2015

09/10/14

Goal: To assemble information for the directory from necessary sources, process the input, layout, editing, and printing of the directory for distribution.


Start Date

End Date

Expenses

1. Attend PTA meetings 2. Develop and provide an updated directory form for the back to school packets.

3. Gather information for the directory, based on data in prior year’s directory. 4. Collect the ‘Directory Information Forms’ from the back to school packets and enter any additional information. 5. Oversee the printing of the directory.

5. Reports to the 3rd VP. 6. Update notebook and turn over to the new chairperson at the old/new luncheon.

August ‘14 June ‘15 < 2,000>



Net Income: (Difference Between Income and Expense) < 2,000> Resources:


09/10/14

Documents

MWE PTA Plan of Works2014-15.pdf · SFMS PTA Plan of Work . 09/10/14 : ... “Solicitation Letter ”, receive approval from Principal (send copy to PTA ... Board emcee. Tips for