May 1, 2019

May Checklist for Running Your PTA

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

Monthly Tasks

Work with the treasurer to set June deadlines for reimbursements
Get word out to volunteers and school staff.

Plan transition meetings for outgoing and incoming board members

Work with incoming board members to identify candidates for non-elected board and chair positions

Hold the last membership meeting to complete unfinished business
Approve the budget and approve any changes to the standing rules. Review yearly goals and objectives set in September.

Consider updating your budget to allow for 2019-2020 membership pre-sales.

Standing rules updates may include removing reference to an exact membership fee amount and changing to say something like, “Membership dues will not exceed $15 for an individual member.” This will allow flexibility for your board to adjust your dues amount if a dues increase from National PTA is approved by the membership at the convention in June.

Continue to report new officers to WSPTA in PT Avenue
Pay attention to news that will be sent out regarding the new membership database system, memberplanet.

Charitable Solicitations Renewal due May 31.

Was your PTA Incorporated in May?  If so, then your annual Corporation Renewal is due on 5/31. 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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