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October 31, 2019

November 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 the monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate

Monthly Tasks

Insurance payments due

IRS filings (990 or 990EZ or postcard) due November 15

Elect nominating committee at a membership meeting if not previously done
When elected, update the committee materials/notebook and schedule overview meeting with the committee

WSPTA officer nominations due November 15
Consider nominating a leader from your PTA to serve on the WSPTA board of directors or encourage a leader to self-nominate for a position to be elected at the 2020 convention.

WSPTA Uniform Bylaws amendments due November 15
The WSPTA bylaws are built and approved by the members. If your PTA sees an area in the bylaws that is unclear, or you feel should be revised, then your PTA should consider submitting an amendment for consideration.

WSPTA resolution proposals due November 15
Resolutions may be submitted for consideration two times each year, once at legislative assembly in the fall and again at convention in the spring. The deadline for submitting a proposal for consideration at convention is November 15.

WSPTA Awards of Excellence
Consider what WSPTA Awards of Excellence your PTA is interested in applying for this year and assign responsibilities for who will be filling out the application(s), collecting the supporting documents, and submitting by March 1.

Was your PTA Incorporated in November?  If so, then your annual Corporation Renewal is due on 11/30. the annual corporation is due regardless of the income you bring in and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership

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