July 5, 2022

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 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 growth
  • Prepare content for newsletter(s) and social media
  • Review and update your website
  • Participate, help others, and communicate
  • Review the Standards of Affiliation Checklist

Monthly Tasks

Financial Review
Complete a year-end financial review.

Change bank account signers
Make an appointment at the bank to change account signers. Verify their process and necessary documents in advance.

Update all passwords for online accounts after July 1

Plan a board retreat

Register to attend the Autumn Leadership Launch (A.L.L.)
This WSPTA event provides basic and specialized sessions for key back-to-school leader development.  It is a great event for all board members to attend and get the year off to a successful start.

Make sure all board members are receiving WSPTA’s Leadership News newsletter
Content is timely, provides information for leaders to be successful, and includes information to pass along to members. Contact to sign up.

Review the newly amended WSPTA Uniform Bylaws
Located on the Governance page of the WSPTA website.

Review the WSPTA Policy Manual
In particular, Section Three Local PTAs and Councils, is a great resource for PTAs to understand the policies that govern each affiliated organization.

Update job descriptions for board positions

Update contact information on websites, social media, and with the school or district

Pay attention to communications about the membership database system, memberplanet
Members and Membership pages of the database will remain inactive until July 15. Also, continue to update the membership database system with your officers’ and board member information.

Review and update the legal documents notebook(s)

Review material to go in the first day packets or summer mailers
Do prep work, such as printing or converting to digital format.

Prepare to launch your fall membership drive
Review your membership form, set your theme, decide on any benefits and how will you recognize members, and announce goals. If you haven’t set up an online join feature now is the time to start working on that function.

Board members should begin to plan which training(s) to participate in to meet the WSPTA Standards of Affiliation requirements
Information is located on the WSPTA website as they are confirmed and shared through Leadership News.

Plan and prepare for volunteer and committee chair training

Plan for back-to-school days in August
Gather commitments from volunteers. But have a Plan B ready for online options to engage families.

Was your PTA incorporated in July? If so, then your annual Corporation Renewal is due by July 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 June 29, 2018; revised June 26, 2019; revised June 29, 2020; revised July 2, 2021; revised July 5, 2022)

Category: Leadership

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