1. ITM Teachers’ Association example activities grouped by functional areas
This document provides a list of tasks that the ITM Teachers Association is either responsible for (as at May
2009) or could become responsible for as the organisation develops. Discussion points are given after at the
back.
Regulation Dealing with External Regulator Knowledge and Skills Required for Dealing with
1. Represent ITM and liaise with Professional Forum External Regulator
(successor of ATVSRG - Alexander Technique 1. Know and understand structure of
Voluntary Self Regulation Group) CNHC and how it relates to the
2. Represent ITM in communications with CNHC representative structure of the
(Complimentary and Natural Health Council) if Professional Forum and
necessary Professional Bodies
3. Arrange payment of organisation’s membership fees 2. Able to participate in formal
to Professional Forum (amount probably between meetings
£500-£1000 to cover room hire for meetings, 3. Be comfortable in reading official
stationery, communication expenses, lay chair documentation
honorarium & lay member expenses) 4. Have experience in dealing with
4. Arrange payment of expenses for ITM personnel to politics of Professional Groups
attend political meetings in London or wherever about
4 times a year
Knowledge and Skills Required over all Regulation
5. Implement strategic decisions arising from external
regulation Activities
Establish Code of Conduct 1. Able to communicate effectively in
6. Maintain and publish the up to date Code of Conduct writing, electronically and in
7. Direct enquirers to appropriate documentation on speaking
Code of Conduct and related matters 2. Listens well to all points of view
8. Answer questions about the Code of Conduct 3. Seeks to clarify and understand
4. Able to deal with conflict in a
Trademark
constructive manner to achieve
9. Document and enforce trademark policy negotiated win-win outcomes
10.Answer questions about the trademark
Manage Disputes and Complaints
11. Establish and communicate the complaints and
Discussion DocumentPage 1 of 8
Updated by Varsha and Estella on 4 May 2009
Updated by Tim on 8 June 2009
2. disputes process
12.Answer questions about the complaints and disputes
process
13.Receive, manage and resolve complaints
14.Provide a professional mediation service for disputes
Internal Organisational Development
15.Discuss and progress strategic matters arising from
ITMTA internal discussions
16.Evaluate and participate in initiatives involving a
regulatory element
17. Liaise with training arm
Finance and Financial Reporting Knowledge and Skills Required in Finance and
Administration 1. Establish book keeping and accounting method Administration
2. Deliver accounting reports and books as required 1. Numeracy
3. Represent the Teachers’ Association at Revenue 2. Ability to manage receipt of
Audits subscriptions
Membership Subscriptions 3. Ability to manage budgets
4. Strong record keeping
4. Determine annual subscription level
5. Comfort dealing with financial
5. Call for renewals as per subscription cycle
reports, statements and other
6. Receive membership subscriptions
communications as per legal
7. Maintain membership subscription renewal records
requirements
8. Collect membership payments and issue receipts
6. Ability to communicate effectively in
Management of Funds writing, electronically and in
9. Agree budget levels for each area of ITMTA (for speaking
example distribution of Contributions Magazine may be 7. Robust chasing of renewals
based on subscriptions and on marketing budget 8. Robust chasing for completion of
available for this) tasks affecting records and fund
10. Make funds available for all agreed areas of expenditure 9. Ability to respond promptly and
(for example regulation related membership and other efficiently to requestss
expenses) 10.
3. ITM Teachers’ Association example activities grouped by functional areas
11. Maintain expenditure records
12. Authorise or obtain authority for payments where
necessary
13.
14. Arrange payment of organisation’s membership fees to
Professional Forum (amount probably between £500-
£1000 to cover room hire for meetings, stationery,
communication expenses, lay chair honorarium & lay
member expenses)
15. Arrange payment of expenses for ITM personnel to
attend political meetings in London or wherever about 4
times a year
Insurance
16. Arrange insurance cover for organisation
17. Arrange group cover for individual UK teachers and
coordinate payments
18. Compile list of non-UK teachers unable to find cover and
present to insurer
19. Maintain copies of individual member’s certificates and
update training arm and other relevant bodies on
members’ cover.
General Administration
20. Manage bank accounts
21. Record and enforce appropriate signatory levels
Internal Organisational Development
22. Discuss and progress strategic matters arising from
ITMTA internal discussions
23. Evaluate and participate in initiatives involving a financial
or administrative element or where new budgeting
arises
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Updated by Varsha and Estella on 4 May 2009
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4. Members Support Continuous Professional Development Knowledge and Skills Required in Members’
Development 1. Establish policy on Continuous Professional Development
Development in consultation with Regulation area of 1. Able to participate in formal
ITMTA meetings on professional standards
2. Establish a library of CPD resources for members’ 2. Librarianship – seeking out and
use making available resources
3. Establish a library of ‘research resources’ for 3. Research skills to look into matters
members’ use of interest to the membership
4. Receive suggestions from membership as to 4. Ability to communicate effectively in
research of interest writing, electronically and in
5. Undertake research as agreed within Members speaking
Development Circle 5. Can do approach when new
6. Respond to enquiries on Continuous Professional unusual questions arise
Development 6. Ability to respond promptly and
7. Represent the Teachers’ Association at discussions efficiently to requests
on professional standards
8. Establish mentoring service for members
9. Facilitate a discussion forum on teaching practice and
experience
10.Maintain timetable of forthcoming events
Internal Organisational Development
11. Discuss and progress strategic matters arising from
ITMTA internal discussions
12.Evaluate and participate in initiatives involving
Members’ Development
Communicatio Contact Details Knowledge and Skills Required in Members’
n to 1. Update database with changes to members’ contact Development
Membership, details 1. Ability to communicate effectively in
2. Maintain an ITMTA contacts page so that members writing, electronically and in
Teacher know where to go for what speaking
trainees or Promote Membership of ITMTA 2. Ability to update database within
wider AT short timescales
3. Communicate benefits of joining ITMTA
community 3. Ability to use a variety of
4. Receive general enquiries about benefits of
5. ITM Teachers’ Association example activities grouped by functional areas
membership communication channels (paper,
5. Publicise current initiatives web, email, and so on)
ITMTA Members Publications
6. Call for, collate, select items for publication in
Contributions
7. Pull together and layout next issue of Contributions for
final editing and proofing
8. Liaise with ITM Training and other parties for final
proofing of Contributions
9. Organise printing and distribution of Contributions
Regular, Ad hoc and Special Communications
10.Produce weekly email and respond to queries arising
from weekly email
11. Receive emails on itmupdate email address and
forward or action as appropriate
12.Send items out from itmupdate email as req. from
ITMTA or ITM Training
13.Send and receive communications by suitable means
(post, email, web) to reach target circulation as
inclusively as possible
Internal Organisational Development
14.Discuss and progress strategic matters arising from
ITMTA internal discussions
15.Evaluate and participate in initiatives involving
Communications to membership, teacher trainees
and/or wider AT community
IT, Contact Details Knowledge and Skills Required in IT, Marketing and
Marketing 1. Update database with changes to members’ contact Publicity
and details
Publicity 1. Ability to communicate effectively in
2. Maintain an ITMTA contacts page so that members writing, electronically and in
Discussion DocumentPage 5 of 8
Updated by Varsha and Estella on 4 May 2009
Updated by Tim on 8 June 2009
6. know where to go for what speaking
2. Ability to update database within
Provide Database Service short timescales
3. Ability to use a variety of
3. Agree which areas of ITMTA require a shared database communication channels (paper,
and how it will be used web, email, and so on)
4. Make data available for agreed purposes 4. Ability to operate and instruct on
5. Establish data controller role and declarations under DPA specialist equipment (For example
6. Where data will not be stored centrally, agree protocols projectors)
for sharing data between the separate functions (For 5. Exceptional customer service skills
example, regular update of contact details if held in more for responding to public enquiries
than one place) 6. Knowledge of the Data Protection
7. Support users of shared database, creating self-service Act
as far as possible 7. Ability to respond promptly and
Technical and Marketing Resource Library efficiently to requests
8. Make known what resources are available for members’
use
9. Establish policy for the loan of technical and marketing
resources
10.Check-out and check-in technical and marketing
resources
Marketing and Publicity
11. Maintain Teacher’s Association web site including
register of teachers
12.Support teachers in development of own marketing
material (such as own website)
13.Provide photographic services for marketing purposes
14.Maintain library and gallery of photographs for use on
various publications
15.Support ITM on Facebook
16.Manage ITM on YouTube
17. Respond to enquiries from public via above publicity sites
7. ITM Teachers’ Association example activities grouped by functional areas
Regular, Ad hoc and Special Communications
18.Produce weekly email and respond to queries arising
from weekly email
19.Receive emails on itmupdate email address and forward
or action as appropriate
20.Send items out from itmupdate email as req. from ITMTA
or ITM Training
Send and receive communications by suitable means (post,
email, web) to reach target circulation as inclusively as
possible
Internal Organisational Development
21.Discuss and progress strategic matters arising from
ITMTA internal discussions
22.Evaluate and participate in initiatives involving IT,
Marketing and Publicity
Discussion Points
1. Do we place responsibility for liaison with ITM Training in all of the functional areas – on an as-the-need-arises
basis?
2. Are there some circumstances when the communication with ITM Training needs to be on a formal basis and
where would that belong?
3. Does the ITMTA retain responsibility for the following tasks or does it consider these activities to be part of the
training organisation:
t Maintenance of database for following purposes:
o Certificate printing
o Certificate record keeping
Discussion DocumentPage 7 of 8
Updated by Varsha and Estella on 4 May 2009
Updated by Tim on 8 June 2009
8. o St u d e n t c o n t a c t d e t a ils
o M a ilin g o f t r a in in g c o u r s e c o m m u n ic a t io n s a n d m a t e r ia ls
M M a in t e n a n c e o f ITM Su p p o r t W e b s it e a n d b o x w e b s it e fo r c o u r s e m a t e r ia l a n d liv e v id e o s t r e a m
4 . D o w e p o o l p e o p le r e s o u r c e s a c c o r d in g t o s k ill – fo r e x a m p le is o n e v e r y w e ll s e t u p lib r a r ia n m a n a g in g a r a n g e
o f r e s o u r c e t y p e s b e t t e r t h a n h a v in g s o m e le v e l o f lib r a r ia n s h ip in d iffe r e n t ‘ d e p a r t m e n t s ’ ?
5 . D o w e t a k e a s t a n c e o n h a v in g c o r e d a t a h e ld t o g e t h e r a s a c e n t r a l r e s o u r c e t h a t w ill e n a b le g r o w t h o r d o w e
a llo w d is p a r a t e d a t a b a s e s a n d t h e c o n s e q u e n c e s o f in c o n s is t e n t in fo r m a t io n o r e x t r a w o r k in m a in t a in in g
c o n s is t e n c y ?
6 . W h e r e v o lu n t e e r s o r a p p o in t e e s d o n o t h a v e m a s t e r y o r k n o w le d g e in a p a r t ic u la r r e q u ir e m e n t , b u t c a n b e
s u p p o r t e d t o a t t a in t h e r e q u is it e c o m p e t e n c y , w h a t a p p r o a c h w ill t h e o r g a n is a t io n t a k e t o m a k e s u r e t h a t
o p p o r t u n it ie s a r e a v a ila b le t o t h e m ?
7 . So m e o f t h e t a s k s in t h is d o c u m e n t a r e in v o lv e d e n o u g h t o w a r r a n t t h e c r e a t io n o f g u id a n c e . So m e o f t h e
g u id a n c e is a m a t t e r o f ITM TA p o lic y . So m e o f t h e g u id a n c e w o u ld b e t h e s t e p s t o a c c o m p lis h w h a t n e e d s d o in g .
C a n w e id e n t ify w h ic h t a s k s r e q u ir e g u id a n c e a n d w h a t s o r t ?
8 . H a v e w e c o n s id e r e d a s k in g a ll t h e t e a c h e r s , s t u d e n t t e a c h e r s a n d t e a c h e r t r a in e e s (r e g a r d le s s o f m e m b e r s h ip )
w h a t k in d s o f s e r v ic e s t h e y w o u ld lik e t o r e c e iv e fr o m t h e ir o r g a n is a t io n ?
Next Steps
This draft document is ready for wider discussion. It can be used to inform the allocation of responsibilities as well as a basis for further discussion
on the ‘shape’ of the organisation and the roles that are essential.
This document is not intended for wide ‘public’ consumption and is left in an informal format for the time being.