A flavour of life at Ilsham C of E Academy

Committee Roles

Committee Roles

Chair

The Chair provides leadership for the committee, in consultation with the Headteacher, sets the agenda for meetings and manages meetings in line with the agenda. The Chair should ensure that issues are properly debated and an agreement is reached. Some committee members will be better at expressing themselves than others; it is important that the chair welcomes contributions from all members of the committee so that everyone feels involved. New members of the committee may feel awkward at first. The Chair should welcome all new members, introduce them to the other members and encourage them to play an active part in the discussions at committee meetings. Occasionally, personality clashes may arise. The Chair should remain impartial, call the meeting to order without upsetting the parties involved, and make sure that the committee’s decisions are not hindered in any way. The Chair needs to work closely with the Treasurer and Secretary to ensure that the PTA is run effectively. As a committee officer, the Chair is often one of the people to sign cheques on behalf of the PTA, normally along with either the Treasurer or Secretary.

Key responsibilities:

  •  provide leadership 
  •  sign the approved minutes of the last meeting 
  •  set the agenda for meetings 
  •  get to know members of the committee 
  •  call the meeting to order when it is time 
  •  agree a date for the next meeting 
  •  welcome and involve new members 
  •  close the meeting 
  •  ask for apologies for absence 
  •  write the annual report in cooperation with the Secretary 
  •  follow the agenda and manage the meeting 
  •  sign cheques for the PTA with one other committee member



Secretary

The Secretary is a key committee member as they are responsible for ensuring effective communication links between committee members and between the PTA and the school. The Secretary deals with all the correspondence that the PTA receives and helps the Chair ensure that committee meetings run smoothly. Building up a good relationship with the school Secretary will help make sure that correspondence, sent to the school, is passed onto the PTA promptly. With the agreement of the Headteacher the PTA Secretary can usually arrange to leave PTA notices with the school Secretary for distribution in the school newsletter. As well as dealing with correspondence, following a committee meeting, the Secretary will need to make bookings and other arrangements for events. Confirm arrangements made by telephone in writing (by letter or e-mail). The Secretary will make arrangements for the Annual General Meeting (AGM) and help the Chair prepare the annual report. The Secretary may also be involved in co-signing cheques on behalf of the PTA.

Key responsibilities:

  • deal with correspondence 
  •  write up the minutes of meetings 
  •  prepare agendas 
  •  distribute minutes to all the committee 
  •  call meetings - giving plenty of notice 
  •  make meeting & event arrangements 
  •  keep a record of attendance at meetings 
  •  take notes during meetings 
  •  ensure that enough committee members are present to make the meeting quorate 
  •  co-sign cheques as required 
  •  write the annual report with the Chair 


Treasurer

A key role for all committee members is to manage and control the funds the PTA raises. Although all the committee members have equal responsibility for the control and management of PTA funds the Treasurer plays an important part in helping the committee carry out these duties properly. The Treasurer should record all income and expenditure. This can be a simple accounts book or a computerised system. The Treasurer should record details of the amounts received and spent and have the details available for every committee meeting plus:

  • the balance of funds 
  • committed expenditure 
  • income, expenditure and profit from each event held 


The Treasurer should report on the current financial position at each committee meeting and this should be recorded in the minutes. The report should include an update on funds received and spent since the last report. If the Treasurer is unable to attend a committee meeting, a written report should be sent to the Chair at least one or two days before the meeting. All financial decisions taken should be recorded in the minutes of the meeting.

The Treasurer also

  • liaises with the bank 
  • pays money into the bank account and reconciles bank statements 
  • advises the bank of agreed changes to the bank mandate, i.e. those authorised to sign cheques raises and signs cheques with a second committee member co-signing. The person co-signing must see what is being paid for before signing. The Treasurer should sign last and keep all original invoices 
  • withdraws money to provide a cash float for events 
  • monitors funds held on account and discusses with the bank or building society, the use of higher rate investment accounts. Any decision to use an investment account, including the amount to be put in the account, should be taken by the whole committee. 
  • ensure regular payments, for example, NCPTA membership, are made on time to guarantee benefits and take advantage of any discounts 


At each PTA event, two people should take charge of monies received and count the proceeds before they leave the event venue. Once both parties agree the total, it should be recorded and then banked or placed in a night safe. We recommend that funds raised should not be kept at home. The Treasurer should also be involved in pursuing charity registration and Gift Aid. Finally, before the AGM, the Accounts will have to be drawn up in collaboration with the Chair and either audited or independently examined as specified in your constitution.

Key responsibilities:

  • maintain the financial records 
  • prepare and co-sign cheques as required 
  • report income & expenditure at meetings 
  • count and bank monies 
  • liaise with the bank 
  • charity registration and Gift Aid 
  • regular and other payments 
  • draw up the annual accounts

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