- Attend any board and membership meetings
- Read meeting minutes and offer corrections
- Prepare reports for board and membership meetings
- Attend training
- Be familiar with your responsibilities and fulfill them
- Review and ask questions about the monthly financial report
- Prepare articles for newsletter/social media
- Update website
- Participate, help, and communicate
Monthly Tasks for the Outgoing Board of Directors
Share your PTA successes with your members
Prepare materials for transition
All materials, including notebooks, funds, and supplies that belong to the PTA should be given to incoming officers by June 30.
Make sure the incoming board has the latest version of your standing rules, any policies, and be prepared to turn over access to any electronic files or accounts such as your website and Facebook page.
If you are returning to your position, organize the year’s materials and documents and prepare for a new PTA year.
If you are leaving your position, hold a transition meeting with your replacement.
Close PTA books on June 30 and turn the books over to the financial review committee.
Print a hard copy of your membership roster
File it with your permanent records.
Was your PTA Incorporated in June? If so, then your annual Corporation Renewal is due on 6/30. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.
Monthly Tasks for the Incoming Board of Directors
Schedule a summer board retreat and next year’s membership meetings
Meet with the school staff to discuss policies, calendars, and back-to-school volunteer needs
Begin work on “first-day packet” or “summer mailer” documents
Communicate expectations with board members and chairs that need to get started in August
Ask the principal if you may speak at an August staff meeting
Inform teachers of grant options, classroom support, and PTA programs.