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  • (Your PTA Name) : Fig. R-2 Sample Agenda and Meeting Planner

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    Melody
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    This document provides a sample PTA meeting agenda template with motions and phrases to use. The agenda includes sections for calling the meeting to order, opening ceremonies, approving previous meeting minutes, presenting financial and audit reports, presenting and paying bills, executive board reports and recommendations, committee reports and recommendations, unfinished and new business, an optional program, announcements, and adjourning the meeting. Sample phrases are provided for each section to introduce reports, ask for questions, make and vote on motions to adopt recommendations and reports. The agenda is designed to help PTAs efficiently conduct business meetings using proper parliamentary procedure.

    Исходное описание:

    Process on conducting a meeting

    Оригинальное название

    Sample Agenda

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    This document provides a sample PTA meeting agenda template with motions and phrases to use. The agenda includes sections for calling the meeting to order, opening ceremonies, approving previous meeting minutes, presenting financial and audit reports, presenting and paying bills, executive board reports and recommendations, committee reports and recommendations, unfinished and new business, an optional program, announcements, and adjourning the meeting. Sample phrases are provided for each section to introduce reports, ask for questions, make and vote on motions to adopt recommendations and reports. The agenda is designed to help PTAs efficiently conduct business meetings using proper parliamentary procedure.

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    © All Rights Reserved
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    30 просмотров1 страница

    (Your PTA Name) : Fig. R-2 Sample Agenda and Meeting Planner

    Загружено:

    Melody
    This document provides a sample PTA meeting agenda template with motions and phrases to use. The agenda includes sections for calling the meeting to order, opening ceremonies, approving previous meeting minutes, presenting financial and audit reports, presenting and paying bills, executive board reports and recommendations, committee reports and recommendations, unfinished and new business, an optional program, announcements, and adjourning the meeting. Sample phrases are provided for each section to introduce reports, ask for questions, make and vote on motions to adopt recommendations and reports. The agenda is designed to help PTAs efficiently conduct business meetings using proper parliamentary procedure.

    Авторское право:

    © All Rights Reserved
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 1

    [Your PTA Name]

    _________________________________________________________________________________
    [Your PTA address, email, website]

    S AM P L E PT A AG E N D A – W IT H M O T IO NS AND P H R AS E S TO U S E
    [Name of Your Unit – PTA Association Meeting]
    [Meeting Date, Time, Location]
    CALL TO ORDER • “The meeting will please come to order.”
    o Call meeting to order
    o Start on time with quorum met
    OPENING CEREMONIES • “______will lead us in the Pledge of Allegiance. Please stand.”
    o Pledge of Allegiance
    APPROVAL OF MINUTES • “The Minutes of the meeting on ______ [date] were distributed/
    o Distribute Minutes before posted. Are there any corrections?”
    meeting or post at meeting • “The minutes are approved as presented.”
    o No motion needed OR “The minutes are approved as corrected.”
    FINANCIAL REPORTS • “______will present the treasurer’s report.”
    o Treasurer’s Report • “You have heard the report of the treasurer. Any questions?”
    o No motion needed • “The treasurer’s report will be filed for audit.”
    AUDIT REPORT • “______will present the auditor’s report.”
    o Presented semi-annually • “You have heard the report of the auditor. Any questions?”
    o Motion to adopt [MOTION TO ADOPT]
    • “It has been moved and seconded that the audit report be adopted.”
    [Follow steps for a motion]
    PRESENTATION OF BILLS • “The treasurer will read the bills.”
    o Motion to pay bills [MOTION TO ADOPT]
    • “It has been moved and seconded that the bills be paid.”
    [Follow steps for a motion]
    EXECUTIVE BOARD REPORT  “The secretary will present the executive board report.”
    o Summary of board actions and [MOTION(S) TO ADOPT – For each recommendation e.g. to approve
    recommendations programs, budget, calendar, fundraising, signed contracts]
    o Motion to approve each  “Since the motion comes from the board, a second is not needed. It
    recommendation has been moved that ….” [Follow steps for a motion]
    COMMITTEE REPORTS • “______will present the report of the _______committee.”
    o Motion to approve each • “Thank you. Are there any questions?”
    recommendation • [IF NO MOTIONS] “The report will be filed.” OR
    o Include reports from principal, [MOTION TO ADOPT]
    teacher representative and • “Since the motion comes from a committee, a second is not
    student representative required. It has been moved that ...” [Follow steps for a motion]
    UNFINISHED BUSINESS • “The first item of unfinished business is ______.”
    o President presents items from
    last meeting’s Minutes
    NEW BUSINESS • “The first item of new business is ______.”
    o Motion needed on action item [IF ACTION ITEM, MOTION TO ADOPT]
    before discussion and vote • “Is there a second? It has been moved and seconded that ….”
    [Follow steps for a motion]
    PROGRAM (Optional) • “ ______ will present the program.”
    o Introduce program presenter
    ANNOUNCEMENTS • “The next meeting is scheduled for _________.”
    o Include dates for upcoming • “Thank you for joining us.”
    meetings and activities
    ADJOURNMENT • “The meeting is adjourned.”
    o No motion needed
    ________________________________________________
    Fig. R-2 Sample Agenda and Meeting Planner

    California State PTA Toolkit – June 2019 R10 Running Your PTA

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