PTA Survey : Principals and PTA Presidents

Please discuss this survey among PTA Board, Principal and office staff. Fill in as completely as you can and return one copy as shown below. Please keep a copy on file yourself.

School ______

1.Have elections been held for 2004-05?

Yes  Date ______No  Scheduled for ______

2.Data: PrincipalName ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No 

Have you received your copy of the Local Unit Evaluation form? Yes  No 

3.Data: PresidentName ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

Have you received your copy of the Local Unit Evaluation form? Yes  No 

4. Data: Delegate1 Name ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

5. Data: Delegate2 Name ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

Delegates serve and important function within PTA. It is their responsibility to attend Council and Area meetings and deliver a report to their local unit. Their contact information (or their alternate’s contact information) is required to be kept by Council for credentials/voting purposes as each school has only four votes at Council when conducting Council business.

Other Board Members and Chairmen

6.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

7.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

8.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

9.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

10.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

11.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

12.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

13.Name ______Position ______

 MailingAddress______

 Phone number1______

 Phone number2______

 Phone number3______

 Fax number______

 Email______

Bilingual Yes  No Spanish only Yes  No 

How many years In this position? ______

Training received within past year? Yes  No 

Date ______Type ______Location ______

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

14.Has your Board received training within this past year?

Yes 

Date ______Type ______Location ______# attended ____

Date ______Type ______Location ______# attended ____
Date ______Type ______Location ______# attended ____

Date ______Type ______Location ______# attended ____

 No, we need training

  • Leadership Orientation Training (LOT) - $6. Recommended for all Board members.
  • Officer’s and Chairmen’s training (OCT) – Free. Job specific training for a particular position, President, Treasurer, etc.

15.Is your PTA bank account set up? Yes  No 

16.Bank Name/Branch ______

17.Are any account signers DISD employees? Yes  No 

18.When were your Treasurer’s books last audited? ______

19.If recently audited, please provide a summary of the Audit Report as well as contact information for the Audit Committee Members ______

______

______

20.Has a Plan of Work been submitted by each Board Member? Yes  No 

21.Do you operate on a budget, voted on and approved by your membership? Yes  No 

22.Have you received the State PTA Handbook? Yes  No 

23.Have you received and distributed your PTA Membership cards? Yes  No 

24.When did you last update your Bylaws? Year ______Unsure 

25.Meeting information:

General Meetings

Time______Dates (i.e., 3rd Tuesdays) ______

Place ______

Board Meetings

Time______Dates (i.e., 3rd Tuesdays) ______

Place ______

26.Do you have office space for PTA materials? Yes  No, need some 

Do you have a PTA mail box in the school? Yes  No 

Do you have equipment / use of equipment to make flyers, newsletters, etc.? Yes  No 

Name your school liaison / PTA contact person at the school ______

27.Approximately what is your average attendance at PTA meetings?

______parents/family/community ______teachers/staff

28.Can you identify any barriers that prevent your PTA from being as successful as you’d like it to be? ______

29.Please name your most successful initiative / goal accomplished within this past year: ______

______

______

______

______

______

30.Approximately what percentage of your membership is bilingual/Spanish only? ______

If you have questions, please direct them to Dallas Council of PTAs President,

Rossi Walter, at (214) 660-4318.

MAKE COPIES AND/OR ATTACH ADDITIONAL SHEETS AS NECESSARY

RETURN TO:

DALLAS COUNCIL OF PTAs, 3700 ROSS AVE BOX 137, DALLAS, TX 75204

VIA EMAIL: . Also submit a copy to your Area Superintendent.

THANK YOU!!!!!!

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