February 24, 2021

March Checklist for Running Your PTA

Governance. Powered by PTA.

Washington State PTA understands that PTAs are working through the realities we are all living under during this unprecedented time. The following list outlines the things that a PTA, as a nonprofit corporation, should be doing at this time under normal circumstances. It is not a level playing field and we understand that some PTAs are capable of doing more than others. Please do your best and ask for help if you need it. Our focus is as it has always been, on advocating for every child. We do that best with strong PTAs and know that together we can get beyond this and continue the amazing work of PTA for years to come.

Ongoing Tasks

  • 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 monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate
  • Review the Standards of Affiliation Checklist

Monthly Tasks

Remind members of WSPTA Essay Contest deadline
Deadline for submissions is March 1.

Remind students of WSPTA Game Development Competition deadline
Deadline for students: March 1.

Remind students of WSPTA scholarship program deadline
Deadline for students: March 1.

Submit WSPTA individual state-level award nominations
Due March 1.

Submit WSPTA Award of Excellence
Due March 15.

Submit WSPTA Membership Achievement award – 100% membership or 100% staff
Due March 15.

Submit WSPTA’s Leadership Academy form
Due March 15.

Nominating committee completes search for next year’s board by March 31
Proposed slate of officers must be publicly posted 15 days prior to the membership meeting.

Survey membership to identify priorities for the coming year
Essential information for budget planning.

Consider providing volunteer recognition with a Golden Acorn or other WSPTA individual award

Treasurer recruits a budget committee to draft next year’s budget
Have the committee approved by the board.

Make plans to attend WSPTA Convention

Was your PTA Incorporated in March?  If so, then your annual Corporation Renewal is due on 3/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership

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