April 10, 2024

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 “no president list.”
  • Remind local PTA leaders to pay their membership invoices promptly (encourage autopay to simplify the process).
  • Share training opportunities with local PTA leaders.
  • Discuss the health of local PTAs in your council at board of directors’ meetings. What support do they want/need?
  • Encourage local PTAs to keep their officer and key position contact information up to date on the Committees tab in memberplanet (WSPTA membership database).
  • Provide a mini-training or roundtable at council membership meeting addressing timely SOA requirements.
  • Encourage local PTA leaders to read Leadership News and share information about other WSPTA newsletters.
  • At each council membership meeting, share the SOA items that your council has completed.
  • Remind local PTA leaders of important deadlines.

May Monthly Tasks

  • Continue assisting with items from the “ongoing tasks” list.
  • Encourage elections before the end of the fiscal year.
  • Continue to share information regarding budgets, budget committees, and best practice of membership approval of the budget before the end of the fiscal year.
  • Hold the last membership meeting to complete unfinished business.
  • Approve the budget and approve any changes to the standing rules. Review the yearly goals and objectives set in September.
  • Work with incoming board members to identify candidates for non-elected board and chair positions.
  • Plan transition meetings for outgoing and incoming council board members and encourage local PTAs to establish a transition plan.
  • Encourage leaders to attend WSPTA Convention and Annual Meeting May 17-19.
  • Participate in National Teacher Appreciation Week May 6-10.
  • Recognize and thank council volunteers for their efforts! Check your standing rules for applicable individual volunteer recognition awards such as the Golden Acorn. Awards can be purchased from the PTA store.
  • Continue planning for awards recognition of local PTA award recipients, and awards celebration, if applicable.
  • Report new council officers to WSPTA – Input newly elected officers starting May 1 into memberplanet, the membership database system. (Issues? Try using Firefox as the web browser)
  • Review the End of Year Database checklist (memberplanet).
  • Share information regarding Charitable Organization Registration renewal and that it must be received by the date of May 31. Only required if registered with the Charities Program.
  • Was your council PTA Incorporated in May? If so, your Corporate Annual Report is due on May 31. The annual corporate renewal is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal. Washington Secretary of State’s office recommends early filing to avoid delinquent status.
  • If you want to submit a resolution, issue, or principle to be considered for WSPTA’s advocacy efforts, visit the Submissions webpage. The due date for items that will be brought forth at the 2024 WSPTA Legislative Assembly is June 1.
  • June 27-29 National PTA Convention.
Category: Leadership

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