January 3, 2024

January Checklist for Councils Supporting Local PTAs

January Monthly Tasks  

Continue assisting with items from the “Ongoing Tasks” list.  

Refer to theJanuary Checklist for Running Your PTA. 

Reflections entries due to WSPTA by January 18 

Councils can access the submission form here. ContactReflections@wastatepta.orgwith questions. 

Remind local PTAs about the 1099-NEC due for independent contractors by January 31
For contractors you paid more than $600 in a calendar year. More information is located on theIRS website. 

Mid-year financial review
Consider doing a mid-year financial review for your council in January. Gather a committee and set a date to do the review.  

Plan to attend the remote Council Summit on February 13 7:00pm and encourage fellow council leaders to register HERE.   

WSPTA Focus Day is January 15, 2024 in Olympia 

Make appointments with legislators representing your school district, to discuss our legislative priorities.  Review and share theFocus on Advocacy webpagefor great resources and information. 

Encourage leaders to subscribe to the  Action Network  during Focus on Advocacy Week, January 15-19, 2024, to participate in timely action alerts with updates on the ongoing legislative session. As a bonus, subscribers to the Action Network receive the “Focus on Advocacy” newsletter. 

Elect council nominating committee. Share the importance of electing a nominating committee early in the year to give the committee time to work.  

Encourage leaders to submit a Leadership Service Awardform
The purpose of this program is to encourage, facilitate, and recognize the continuous growth of leadership shown by dedicated PTA leaders at all levels of the association. 

Review Best Practices and Standards of Excellence forms
Gather information for award requirements (applications due March 14). 

Determine otherAwards of Excellenceawards to apply for (applications due March 14) 

  • Advocacy Award of Excellence 
  • Family and Community Engagement Award of Excellence 
  • Outstanding Communication Strategy 
  • Outstanding Newsletter 
  • Outstanding Website 
  • PTAs Taking Significant Action 

Connect with your region director (RD) if your council wishes to use any WSPTA approved training materials and/or statewide marketing.  Check the WSPTA Events Calendar to make sure your event doesn’t conflict with a state or region event, then reach out to your RD who can submit your request and help you with getting materials and selecting classes. 


Ongoing Tasks 

 Review the 2023-24 Standards of Affiliation (SOA) Checklist.  

  • Host a training or roundtable at council membership meetings addressing timely SOA requirements.  
  • Offer support to local PTAs who may be struggling with any of the SOA requirements.  
  • At each council membership meeting, share the SOA items that your council has completed to model best practices.  
  • Work with your region director to support any local PTAs who finished last year with fewer than 25 members or any local PTAs without an approved membership waiver to ensure they return to good standing. These PTAs must have entered 25 members into memberplanet by October 31.  
  • Provide support to local PTAs with the memberplanet database and encourage local PTAs to keep updating the membership database with officer and board member information.  
  • Work with your region director to support any local PTAs on the “no president list” or “no treasurer list.”  
  • Encourage local PTAs in their membership campaigns and promote membership contests. 
  • Remind local PTAs to apply for a Membership Achievement Award (100% Membership and 100% Staff Membership) Applications are due March 14. 
  • Share council and WSPTA in-person and online training opportunities with local PTAs and also share the updated WSPTA leader resources, including handbooks.  
  • Remind local PTA leaders to complete a year-end financial review and offer support if not completed by August 31. Encourage local PTA leaders to consider doing a mid-year financial review in January.   
  • Continue to report 2022-23 council officers and board members to WSPTA through the memberplanet database.  
  • Discuss the health of local PTAs in your council at board of directors’ meetings. What support do they want/need?  
  • Encourage local PTA leaders to read Leadership News and share information about other WSPTA newsletters.  
  • Remind local PTA leaders of important deadlines. 
  • Remind local PTA leaders about the Annual Report for Nonprofit Corporations must be submitted through the Corporations and Charities Filing System (CCFS). 
  • Remind local PTAs who have Washington State PTA as their registered agent, to confirm that the address on file is: Washington State PTA, 15 Oregon Ave, Suite 202, Tacoma WA 98409-7463. Updates can be made when filing their Annual Report with the WA Secretary of State or by accessing a Statement of Change. 
Category: Leadership , Training

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