July Checklist for Running Your PTA
Month-by-Month Board To-Do List Welcome to the new PTA year! PTA’s fiscal year runs July 1 – June 30. Each month we will post monthly task lists for you to use that will help develop your calendar for the year. The dates listed reflect best practices. Ongoing Tasks Attend board and membership meetings Read meeting…
Category:
Leadership
July Checklist for Councils Supporting Local PTAs
Ongoing Tasks Remind PTAs to make sure their online membership is set up and ready to receive membership for 2026-2027. Please also use Givebacks to report your newly elected 2026-2027 officers. Offer support to local PTAs who may be struggling with any of the SOA requirements. Check in on any PTAs that received a membership waiver to…
June Checklist for Councils Supporting Local PTAs
Ongoing Tasks Offer support to local PTAs who may be struggling with any of the SOA requirements. Work with your region director to support any local PTAs with fewer than 25 members or any local PTAs without an approved membership waiver to ensure they remain “in good standing.” Encourage local PTAs to enter next year’s…
Category:
Leadership
June Checklist for Running Your PTA
Ongoing Tasks Attend any 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 Actively engage in a plan for membership…
Category:
Leadership
May Checklist for Running Your PTA
Ongoing Tasks Attend any 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. Actively engage in a plan for membership…
Category:
Leadership
May Checklist for Councils Supporting Local PTAs
Ongoing Tasks Offer support to local PTAs who may be struggling with any of the SOA requirements. Encourage local PTAs in their membership campaigns. Work with your region director to support any local PTAs with fewer than 25 members. Work with your region director to support any local PTAs on the “not in good standing…
Category:
Leadership
April Checklist for Councils Supporting Local PTAs
Ongoing Tasks Offer support to local PTAs who may be struggling with any of the SOA requirements. Encourage local PTAs in their membership campaigns. Work with your region director to support any local PTAs with fewer than 25 members. Work with your region director to support any local PTAs on the “not in good standing…
Category:
Leadership
April Checklist for Running Your PTA
Ongoing Tasks Attend any 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 monthly financial report Actively engage in a plan for membership growth…
Category:
Leadership
March Checklist for Running Your PTA
Ongoing Tasks Attend any 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 Actively engage in a plan for membership…
Category:
Leadership
March Checklist for Councils Supporting Local PTAs
Ongoing Tasks Offer support to local PTAs who may be struggling with any of the SOA requirements. Encourage local PTAs in their membership campaigns. Work with your region director to support any local PTAs with fewer than 25 members. Work with your region director to support any local PTAs on the “no president list”. Remind…
Category:
Leadership