Membership Recruitment Officer. Candidate Job Pack

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1 Membership Recruitment Officer Candidate Job Pack

2 Membership Recruitment Officer Thank you for your interest in the post of Membership Recruitment Officer at PTA UK. Please find enclosed the following documents: PTA UK information Job description, person specification and terms and conditions of employment Equal opportunities statement Equal opportunities monitoring form The job description describes the main responsibilities of the post; the person specification relates directly to the job description and is a list of the skills and experience that we consider necessary for the post. Please read these documents carefully. The applicants who fit the person specification most closely will be shortlisted for interview so please make sure you tell us everything relevant to your application in your CV and covering letter. PTA UK is committed to a policy of equal opportunities and we ensure that all applicants are treated fairly and equally. We should be grateful if you would complete the enclosed monitoring form to help us check that we are carrying out our policy of equal opportunities for all people. The information will be kept confidential and will be separated from your application upon receipt. It will have no bearing on your application. PTA UK is committed to meeting the needs of applicants with disabilities. The refurbished building is fully accessible to all. Please send a copy of your CV and covering letter to: PTA UK 39 Shipbourne Road Tonbridge TN10 3DS Alternatively, please it to office@pta.org.uk The deadline for receipt of applications is on Monday 11 th July Unfortunately we are unable to consider any applications which are received after the deadline. Shortlisted candidates will be notified by Tuesday 12th July and will need to be available for interview on Thursday 14th July Information provided by you as part of your application will be used in the recruitment process. Any data about you will be held securely with access restricted to those involved in dealing with your application and in the recruitment process. Once this process is completed the data relating to unsuccessful applicants will be stored for a maximum of 6 months and then destroyed. If you are the successful candidate, your application form will be retained and form the basis of your personnel record. Information provided by you on the Equal Opportunities Monitoring Form will

3 be used to monitor the equal opportunities policy. By signing and submitting your completed application form you are giving your consent to your data being stored and processed for the purposes of the recruitment process, equal opportunities monitoring and your personnel record if you are the successful candidate (Data Protection Act 1998) May we take this opportunity to thank you for your interest in PTA UK and for your time in considering applying to work with us.

4 Background and Further Information We know that having a PTA is a characteristic of a successful school. It demonstrates parental engagement and attitudes to learning which are fundamental to school success. A PTA can be a powerful way to engage parents, encouraging them to contribute to the way their child s school is run and to have a say in deciding how valuable resources are used for the benefit of their child s education. We want to make sure that every PTA reaches its potential and that every school has access to a PTA. As well as helping PTAs on the ground, we have an ambition to support parent participation more generally in schools and education. We are starting to engage directly with parents to inform them about things that matter so that we can give them a voice in education. Our strategic goals are to: SUPPORT parents and PTAs. We will be the go-to organisation for parents to get information and other resources on how to participate more in education and school life ENGAGE parents and PTAs so that more parents from all walks of life actively participate in education and school life CHAMPION the importance of parents and PTAs so that they have the opportunity to be consulted and heard, both locally and nationally. Here s what we currently do: Provide expert advice and guidance for PTAs on fundraising, governance, legal matters, insurance and volunteer engagement Support and training for new PTAs Set out a governance structure based on charity law by providing a model constitution for PTAs to adopt Guide and assist member organisations through the process of charity registration Recommend trusted suppliers and develop partnerships to significantly extend the benefits offered to PTA members Recognise the work and achievements of PTAs through parent networks and PR Keep parents informed about the latest innovations and policy updates in education and charity fundraising through our website, social media, e-newsletters, magazine and helpline Give PTAs an online forum to ask questions and share good practice Represent PTAs and parents at a national level to strengthen children s education, working with teachers, governors, education authorities, central government and all other interested parties and bodies Encourage educators, government and policymakers to listen to the voice of parents Signpost other places to go to for information on a wide range of education and parenting issues.

5 Here s what we are developing: New online resources for parents to help them participate positively ibn education and school life A framework for schools to support the work of the PTA and include it in their School Improvement Plan An Insight Group to develop the consultation work that we do with our parents, we ultimately want to develop a national Parent Panel to give parents a voice in education Developing strategic partnerships to increase parental participation in education Developing a 21 st century PTA model which incorporates broader parent engagement. Our ambition is to engage more parents in more schools in more ways doing more good for the education of children. Our values are: - To be experts in all we do - To act with integrity - To support schools and parents - To be innovative. You will be joining a team of fifteen Head Office based staff (in Tonbridge) and three field based staff, led by PTA UK's Executive Director, Emma Williams. This is an exciting time to be joining PTA UK as the Executive Director leads significant change moving forward. The organisation is currently working to a two year a strategic plan which leads all our activity moving forward. This is a very important post which will help shape the future of PTA UK.

6 Membership Recruitment Officer Job Description Job Title Salary Hours Reports to Membership Recruitment Officer Up to 24,000, depending on experience 35 hours per week (full time)*, one year initial fixed term contract Membership Services Manager *Flexibility may be considered for the right candidate Main purpose and scope of the role The post holder is responsible for developing and implementing strategies to bring in new PTA UK members to ensure PTA UK meets its annual membership target. This will involve: Developing and implementing a business development plan to attract new members, focusing on key schools and areas currently underrepresented in PTA UK membership. This includes in particular secondary schools, independent schools, and Northern Ireland PTAs. Developing specific membership offers and rolling out an and online acquisition programme. Researching and building on existing lists of individual member warm recruitment prospects from which to run effective recruitment campaigns. Working with a Northern Ireland staff to run an effective acquisition campaign to bring PTA UK s market share in Northern Ireland close to the 50% mark enjoyed in England. Scoping out a possible membership offer to groups of schools such as multi academy trusts. Securing a minimum of 340 new memberships in the one year initial contract. The post holder will possess strong networking skills, with the ability to convert opportunities and collaborate with colleagues to ensure that all membership communications are accurate and on brand. Key Performance Indicators attached to this role PTA UK is proud to be the UK s leading membership organisation for parent associations we have supported associations in England, Wales and Northern Ireland for 60 years and have seen a year on year rise in the membership numbers. Over the next two years PTA UK will also seek to support, engage and represent parents in educational matters. We are seeking to diversify and improve our offerings to meet the needs of parents and PTAs. The main priorities for this role are: Membership recruitment The Membership Recruitment Officer will work to meet and maintain membership numbers of 14,000. Assuming a membership retention rate of 96%, a minimum of 680 new members will need to be won annually. Parental engagement The Membership Recruitment Officer will develop membership offers to ensure that we can reach out to as many parents as possible and capture suitable case studies demonstrating engagement with 150,000 parents in 2016, driving parents towards our website via PTA UK membership. Funding This role will contribute to building membership income of 1,800,000 by 2020.

7 Duties and key responsibilities Under the guidance of the Membership Services Manager: Market research Research each market to establish the best membership proposition that will achieve the best return. Research and build on existing lists of individual warm recruitment prospects. Keep up to date with relevant developments in the education sector. Research the market to identify business opportunities to sell PTA membership to umbrella organisations representing multiples schools/groups/associations that are currently not in PTA UK membership. Membership development Develop a 12 month sales plan to ensure all priority markets are fully explored and work with the Membership Services Manager to ensure that this is well aligned with PTA UK s strategic aims. Identify and propose offers and incentives for prospective groups of members. Develop and roll out an acquisition campaign for independent and secondary schools followed by follow up phone campaign. Clean existing warm prospects list and roll out an acquisition campaign Working with relevant Northern Ireland colleagues, develop an acquisition campaign and offer specifically for NI PTAs and manage and monitor the roll out. Marketing and Sales Devise and run effective recruitment campaigns utilising different forms of media as appropriate, including drafting and creation of marketing materials as necessary. Produce first drafts of necessary resources and materials. Liaise with PTA UK colleagues to ensure all materials are on brand and produced efficiently and cost effectively. Build, record and maintain networks in target markets, developing strong relationships with individuals within groups and other suitable contacts. Develop testimonials/case studies to reinforce the benefit of PTA UK membership and strengthen the sales proposition for new group markets. Attend where necessary sectoral events, association meetings, networking opportunities. Follow up initial contacts to convert opportunities into memberships. Secure a minimum of 340 new members in the initial one year period. Planning and Reporting Regularly meet with the Membership Services Manager. Ensure all prospects and actions recorded in CRM accurately. Maintain accurate records of all recruitment activity, preparing update reports as required. Liaise as required with internal departments to ensure proposals fit well with strategic aims and other ongoing activities. Liaise as required with internal departments to ensure development work fits well with strategic aims and other ongoing activities.

8 General Ensure knowledge of membership organisations best practice remains up to date. Attend PTA UK meetings and events as required. Contribute to any area of PTA UK operational activities as required. Keep abreast of relevant educational policy and legislation relating to parents and schools. Represent PTA UK in a professional manner to stakeholders and all audiences. Be flexible within the broad remit of the post. To be responsible for the health, safety, welfare of self, other members of staff and visitors Attend and participate in PTA s performance, development and training programme. Abide by the organisational policies, codes of conduct and practices. Undertake any other duties related to the job purpose which may be necessary to the work of PTA UK, in particular to support the work of the Membership Services Manager, the Executive Team, and the Board of Trustees.

9 Person Specification The role will based in the PTA UK HQ in Tonbridge, Kent. Travel throughout the UK and work in the evenings may be required from time to time. Job Title Membership Recruitment Officer Essential Experience A minimum of 2 years experience of success in a similar income generation role Demonstrable experience communicating effectively with customers across all levels and channels identifying and converting sales opportunities Delivery of a professional customer service experience A proven track record of successfully achieving ambitious targets Experience working in Microsoft Office, (Word/Excel/Powerpoint/Outlook) Desirable Previous sales experience within a membership setting ideal Use of CRM, preferably Salesforce Knowledge and experience of the voluntary, community and charity sector Skills Excellent communication skills: verbal, written and presentation Empathy with parents, teachers and children Ability to produce high quality reports, presentation and promotional materials Passion to make things better in our schools and for our children. The ability to act on own initiative but also a good team player Possess the understanding and commitment to ensure parents Excellent organisational skills and the have a voice and positive ability to prioritise a varied workload partnerships between schools, Reliability and a commitment to the organisation families and the communities they serve. The ability to research, analyse, interpret and utilise information Ability to multitask Resilience A self-starter who is target driven and enthusiastic Qualifications Educated to degree level or equivalent Full, Clean Driving Licence Other Availability to work occasional evenings and weekends

10 Outline Conditions of Service Membership Recruitment Officer Term 35 hours per week (full time), one year initial fixed term contract Salary Up to 24,000 depending on experience Hours Working hours are 35 hours per week (9:00 17:00)* with one hour unpaid lunch break per day. *Flexibility may be considered for the right candidate Holiday entitlement Annual holiday entitlement is 25 working days, plus statutory public holidays, of which 3 may be allocated to the Christmas period if the office is closed. The leave year begins on 1 January and ends on 31 December. All leave must be taken within this period. No more than two weeks holiday may be taken at one time apart from the period mid-july to the end of August, when the period must not exceed 3 weeks unless otherwise agreed by the Director. Notice This appointment is subject to one months notice of termination of employment by either side, after successful completion of the probation period. Probation Appointment is subject to the successful completion of a three-month probationary period during which the following conditions apply: 1. two weeks notice of termination of employment by either side Pension Provision The organisation has a Stakeholder Pension scheme which you are eligible to join when you commence your employment. After the successful completion of your probation period, you are entitled to receive an employer s contribution of 5% of your gross salary. You may make additional contributions should you wish by salary sacrifice. Permanent Health Insurance PTA UK operates a Group Permanent Health Insurance policy for employees up to the age of 65 or state pension age if later. The policy provides a continuance of salary in the event of long term absence through illness or injury. Death in Service Benefit PTA UK operates a Group Death in Service policy, which provides for a lump sum benefit of 4 times your basic salary should you die whilst in employment.

11 Equal Opportunities Policy and Monitoring 1. Introduction 1.1 PTA UK is committed to a policy of equality of opportunity in its employment practices and in the provision of services to users. 1.2 The Sex Discrimination, Race Relations and Disability Discrimination Acts protect job applicants, employees, self-employed people and contract workers alike and accordingly the word employee in this policy includes all such people who are protected by the Acts. 1.3 Senior management fully supports this policy. All employees are responsible for its implementation and should request special training if they have any doubts about its application. An employee should address any questions in relation to the policy or any requests for special training to the Executive Director. 1.4 Employees who feel that they have suffered such discrimination should raise the matter with the Executive Director. 2. A Statement of Policy 2.1 As an employer PTA UK aims to ensure that no potential or actual employee receives more or less favourable treatment on the grounds of race, ethnic or national origins, disability, marital status, gender, sex, sexual orientation, age, or religious beliefs Selection procedures and criteria are reviewed to ensure that individuals are selected on the basis of their relevant merits, abilities, experience and qualifications All employees must accept their personal responsibility for the practical application of the Policy but at the same time PTA UK acknowledges that specific responsibilities fall upon management, supervisory staff and individuals professionally involved in recruitment and employee administration To ensure this Policy in consistently applied and monitored co-ordinating responsibilities have been assigned to the Executive Director who will monitor the operation of the Policy for both employees and job applicants. 3. Recruitment procedures 3.1 Job descriptions and person specifications are regularly reviewed to ensure that they accurately reflect the responsibilities of the post and contain no indirect discrimination. 3.2 The person specification provides the basis for the objective criteria for selection of candidates for short listing and appointment. 3.3 Applicants receive a job description, person specification, and an equal opportunities form for details of sex, disability and race that will be used for monitoring purposes only. 3.4 Interview panels will be kept to a minimum size and panel members will be briefed on the application of the policy and the inadmissibility of discriminatory questions. 3.5 Candidates selected for interview will be asked the comparable questions. Candidates required to sit recruitment tests will be set the same tests.

12 4. Grievances Anyone who believes that there has been any breach of this equal policy or has a grievance in respect of any act of sexual or racial harassment or any other discrimination should raise the grievance in accordance with PTA UK s Grievance Procedure. Anyone who doesn t feel able to do this should raise it with the Executive Director or if that is inappropriate, the Chair. 5. Discipline An employee who harasses or discriminates against any other employee on grounds of race, ethnic or national origins, disability, marital status, gender, sex, sexual orientation, age or religious beliefs will be dealt with under PTA UK s Disciplinary Procedure. Such harassment or discrimination will normally be regarded as gross misconduct so that, on completion of the investigation and the relevant stage of the Disciplinary Procedure, the employee will be summarily dismissed.

13 PTA UK Equal Opportunities Monitoring Form To help PTA UK in the implementation of its Equal Opportunities Policy, we should be grateful if you would complete and return this form. Once received, it will be separated from your application and the information you give will be kept confidential from the selection panel. It will not be taken into account in any way. The purpose of any future processing of this data will be to monitor the effectiveness of our Equal Opportunities Policy, in a manner that maintains anonymity. 1. How did you learn of the vacancy? PTA UK website Jobs in Kent Agency (please specify) Word of Mouth Facebook Other (please specify) 2. What gender are you? Female Male 3. What is your ethnic group? NB these categories are recommended by the Commission for Racial Equality. Choose ONE section from A to E, then tick the appropriate box to indicate your background. A White British English Scottish Welsh Other (please write in) Irish Any other White background, please write in B Mixed White and Black Caribbean White and Black African White and Asian Any other mixed background, please write in C Asian Asian British, Asian English, Asian Scottish or Asian Welsh Indian Pakistani Bangladeshi Any other Asian background, please write in D E Black Black British, Black English, Black Scottish or Black Welsh Caribbean African Any other Black background, please write in Chinese Chinese British, Chinese English, Chinese Scottish, Chinese Welsh or any other ethnic group Chinese Any other background, please write in 4. What age group are you in? Do you have a disability? Yes No

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