April 28, 2021

May Checklist for Running Your 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

Participate in staff appreciation week, May 3-7

Review the blog post “Taking Care of Business Through Virtual Meetings
During this time, modifications may need to be made to be able to continue to do PTA business.

Work with the treasurer to set June deadlines for reimbursements
Get the 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 the yearly goals and objectives set in September.

Consider updating your budget to allow for 2021-2022 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.”

Report new officers to WSPTA
Input newly elected officers starting May 1 into the membership database system, memberplanet.

Charitable Solicitations Renewal due May 31.

Recognize and thank volunteers for their efforts this past year

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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