August 3, 2019

August Checklist for Running Your PTA

Governance. Powered by PTA.

Ongoing Tasks

  • Attend board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Get educated: take advantage of in-person and online training opportunities
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about the monthly financial report
  • Prepare content for a newsletter or social media
  • Review and update your website
  • Participate, help others, and communicate

Monthly Tasks

Financial Review
Complete year-end financial review by August 31.

Update calendar for membership meetings or PTA activities for the year
Make sure your public-facing calendar is up-to-date for your members.

Speak at the August school staff meeting (with permission)
Coordinate with the principal. Introduce yourself, talk about membership, share the benefits of PTA, explain any grants, reimbursement forms, programs, or events that directly affect staff.

Hold your first board meeting/retreat
As a board, set goals, prepare for your first membership meeting, review your budget and standing rules, and recommend these documents for approval at your first membership meeting.

Create your plan for membership growth
Review your membership dues as any changes may need to be approved in your standing rules.
Review your membership form.
Send membership renewal notices to last year’s members.
Take the training for the new WSPTA membership database.

Begin the search for potential nominating committee members

Review your board structure for next year
Changes in board structure need to be approved in standing rules before the nominating committee is elected.

Attend your region’s fall conference

Share online WSPTA leader resources with all officers

Start your membership drive

Was your PTA incorporated in August? If so, then your annual Corporation Renewal is due by 8/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/Renewal.

(originally posted July 25, 2018; revised August 3, 2019)

Category: Leadership

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