What does the PHA Board do?
PHA’s funding and operations are largely brought to life by our passionate volunteer Board of Directors. The Board is supported by our incredible support staff, PHA's professional members and passionate Warmline volunteers; however, PHA's existence ultimately relies on each Board member's dedication and ability to independently carry out their position's role and commitments.
OVERALL BOARD RESPONSIBILITIES AND COMMITMENT
The PHA Board of Directors is a working board, meaning each director a) contributes to the strategic planning and financial oversight of the organization, and b) performs the day-to-day work of the organization within their assigned position's role and in collaboration with other Directors.
Commitments for all Board members include:
- Serve a minimum of a 2 year term on the Board.
- Fulfill an individual Board contribution of $250 per year (includes PHA membership fee) through personal fundraising efforts (e.g. via social media fundraiser) or direct payments (lump sum or quarterly installments).
- Attend and actively participate in monthly Board meetings each year. Meetings are held via Zoom on the 2nd Wednesday of each month from 9 to 11 am.
- Must attend a minimum of 10 meetings per year.
- Complete monthly Board reports on time, even if not attending the meeting.
- Prepare for meetings by reviewing agenda, Board reports, and email attachments.
- Attend a cultural competency/diversity training of your choice once per 2 year term.
- Stay informed about PHA and perinatal affairs, be prepared for meetings, complete monthly board reports, and participate in PHA events and committees.
- Actively seek opportunities to advance PHA's mission and resources and recruit diverse professional members, Board members, and volunteers.
- Build collegial working relationships with other Board members and abide by PHA's policy to promote diversity, equity, inclusion, and anti-racism in all aspects of PHA's operations.
- Attend PHA Education Events, Board social events, and help with Social and Training Events when available.
INDIVIDUAL BOARD POSITION ROLES AND RESPONSIBILITIES
Provide mission-centered vision, oversight, and strategic leadership for the organization.
Facilitate Board meetings; foster and manage an inclusive and supportive environment.
Lead annual Board Retreat; facilitate goal setting exercise; support Board members in their achievement of individual goals.
Follow up with Board members to support issues that may arise related to Board roles and completion of tasks.
Oversee paid contractors and consultants in collaboration with the Board.
Stay apprised of Postpartum Support International activities and updates within the field of perinatal mental health, and act as a bridge between PSI and PSI-CA Chapter, and PHA, communicating updates as necessary.
Report on PSI updates, trainings, and resources at Board meetings regularly.
Represent PHA at member social events, community networking, and professional events.
Serve as a liaison for the press, including in-person, virtual, and written interviews/articles.
Complete annual report and publicize PHAs accomplishments; review and contribute to PHA monthly enewsletter.
Conduct Board interviews, draft interview questions, and maintain Board role description updates.
PHA BOARD EXPERIENCE ENCOURAGED
Work with the current President on vision and leadership for the organization.
Ensure that organizational data is up-to-date and available.
Assist the President with responsibilities and communication.
May fulfill another role on the Board if desired or necessary.
Work with the current Treasurer to assist with maintaining compliance and good standing with regulatory bodies and insurance policies.
(CHAIR POSITION OPEN FOR 2026)
BUSINESS OPERATIONS, NONPROFIT DEVELOPMENT, OR ACCOUNTING EXPERIENCE ENCOURAGED
Maintain financial accounts, budget, and records of PHA.
Work with CPA and/or bookkeeper for the purposes of tax preparation and bookkeeping reconciliation.
Present annual budget to Board for approval at February Board meeting; provide updates at July, September, and December Board meetings.
Update budget report on a monthly basis including account balances, revenues, fundraising activities, and expenditures; share budget spreadsheet via link in Board report.
Track our expenditures vs. funds to facilitate short-term decisions about proposed spending and fundraising efforts.
Work with the Vice President to submit compliance documentation to maintain good standing with regulatory bodies including Secretary of State, Department of Justice Charity Registry, IRS, CA State Franchise Tax Board (FTB).
Facilitate and record payments to vendors, speakers, and contractors; reconcile on a monthly basis.
Work with bookkeeper to facilitate processing of payroll for employees on a biweekly basis.
Work with CPA to file annual tax returns to both IRS, FTB and annual reporting to DOJ
Work with the Grants Chair to track Grants-specific budgets and ensure financial Grant requirements are met.
Maintain and track donations via Zeffy.
Maintain and track board dues via spreadsheet.
(CHAIR POSITION OPEN FOR 2026)
Record and maintain Board meeting minutes including action items.
Distribute meeting minutes within one day of the Board meeting.
Login to Zoom as host for board meetings and operate “waiting room.” Document attendance at board meetings including late arrivals/early departures.
Assist in the proofreading and editing of outgoing content (including e-newsletter, training materials, website content, community partnership contracts, etc).
Assist the Program Coordinator with e-newsletter content, e.g. finding relevant content (articles for Perinatal Mental Health in the News and blogs), develop copy for the first article based on the monthly theme.
(CHAIR POSITION OPEN FOR 2026)
Create and maintain strategic partnerships with community resources and organizations that address mental health needs in the perinatal community that are not directly addressed by PHA’s efforts.
Promote PHA programs (Warmline, trainings, education events, membership) to the community through strategic partnerships that support PHA’s mission.
Review Community Partnership applications submitted on the website; present potential partnerships to the Board for approval.
Vet potential partnerships to ensure alignment with PHA mission and values and that the proposed relationship is reciprocal and benefits both PHA and the other organization.
Work with the Continuing Education chair to facilitate PHA PMH 101 presentations at community agencies throughout the county, especially those that serve MediCal patients.
Interact with potential partners throughout the community in the following ways:
- Outreach to perinatal providers, groups, and hospital systems
- Seek out sponsorship opportunities to support PHA efforts
- Attend community events (1-2 per year; e.g. Climb Out of Darkness, San Diego Breastfeeding Latch On Event, Institute for Reproductive Grief and Loss Symposium)
- Facilitate conversations between partners who may also be potential funders and Grants and Fundraising Chairs.
Inform Board about new and existing partnership activities, outreach efforts, and upcoming community events each month.
Deliver requested brochures to organizational members and community partners.
(CHAIR POSITION OPEN FOR 2026)
*California Licensed Psychologist preferred but not required*
Manage PHA’s Continuing Education (CE) program, including planning 3–4 annual workshops and overseeing the PMH 101 course.
Ensure all events meet California Psychological Association (CPA) accreditation standards and highlight topics relevant to underrepresented groups in perinatal mental health.
Collaborate with the Equity Chair to ensure inclusive language and cultural competence across trainings.
Coordinate with the Program Coordinator to maintain CPA accreditation and submit CE compliance materials in a timely manner.
Promote events in partnership with the Social Media Chair and incorporate participant feedback from post-event surveys into future presentations.
Deliver PMH 101 presentations to organizations serving underserved perinatal populations, and work with the Partnerships Chair to expand outreach.
Recruit and train 1–2 new PMADS 101 presenters annually, providing materials and stipends in coordination with the Treasurer.
(CHAIR POSITION OPEN FOR 2026)
Collaborate with Training Chair, Education Chair, website and marketing vendors to ensure PHA’s materials, messaging, and imagery represents PHA’s value of diversity and inclusion.
Provide relevant articles, resources, and materials to the Board that can also be adopted for Social Media.
Increase accessibility for disabled participants of training, education, and social events.
Develop strategy to recruit Board members and PHA professional members that reflect the diversity of San Diego families, as well as providers that serve those disproportionately affected by PMADs.
Work with Community Partnerships Chair to establish relationships with businesses and organizations that specialize in supporting diverse populations.
Review PSI training scholarship applications and award scholarships to providers serving minority populations (in coordination with PSI Liaison).
Collaborate with the Grants Chair to pursue funds for equitable access to treatment for individuals and families affected by PMADs.
Meet with each PHA program chair following goal setting exercise at Annual Retreat to identify 1-2 specific ways to integrate equity and inclusion efforts into their efforts.
Present opportunities for diversity training to our Board members via email and in Board meetings.
Plan two PHA social events per year: one in the Spring and one in the Fall.
Work closely with the Board to identify dates and programming for Social Events at the start of the year and again mid-year.
Work with the Treasurer to set the events budget.
Create evites for social events; track RSVPs.
Solicit donations/sponsors for event space, food, beverages.
Organize location, food/drinks, and recruit volunteers to help set up/host/clean up.
Coordinate with the Fundraising Chair to integrate fundraising activities into events.
Assist with planning for the annual Board Retreat and Board Holiday Party.
Provide information to our social media vendor for promotion of events.
(CHAIR POSITION OPEN FOR 2026)
Lead community fundraising efforts for PHA in collaboration with Events and Grants Chairs.
Coordinate and execute silent auctions and other efforts at Membership Social Events. File application in advance with the DOJ for approval of raffles/tickets of opportunity.
Set yearly fundraising goals in coordination with the Treasurer.
Track online donations via Zeffy; Work with the Program Coordinator to integrate Zeffy donation capabilities on our website.
Collaborate with the Program Coordinator to send thank you notes to donors within one month of donation.
Host at least one fundraising event or effort per year.
Seek and apply for grants that support PHA’s programs and general operations and increase access to care for underserved populations across San Diego County.
Review the annual budget with the Treasurer when mid-year grant cycle applications open and create specific goals to secure funds to support ongoing PHA efforts.
Work with Equity + Inclusion Chair to develop grant objectives dedicated to supporting local underserved populations and providers of color.
Track grants progress with the Treasurer; communicate needs to the Board to ensure grant requirements are met.
Complete summary report and share with the grantor (usually once per year).
Gather and organize relevant data to support grant applications.
Respond to community requests regarding potential funding sources.
Screen and approve potential members (interested professionals, businesses, and organizations).
Welcome and onboard new members.
Work with the Program Manager to manage membership questions and maintain the membership list via Zeffy.
Propose changes to membership structure, benefits, and fees as needed for Board approval.
Coordinate with website and social media vendors to advertise and promote PHA membership to the larger community.
Enhance membership engagement through assisting with social events.
Maintain all PHA social media accounts including Facebook, Instagram, LinkedIn, and any other accounts the Board may approve for social media marketing purposes.
Create and post awareness and education content for social media on at least a twice weekly basis, with stories running most days.
Promote Community Education and Social Events via posts and stories.
Work closely with Equity Chair to ensure social media content speaks to a diverse audience and uses inclusive language and content.
Cross-post upcoming events to other relevant Facebook groups, e.g. Perinatal Mental Health Providers.
Engage Social Media Chairs of partner organizations to ensure reciprocal cross posting of promotional content.