Board To-Do List for September
Ongoing Tasks
- Attend board and membership meetings
- Read meeting minutes and offer corrections
- Prepare reports for board and membership meetings
- Get educated: take advantage of in-person and online training opportunities
- Be familiar with your responsibilities and fulfill them
- Review and ask questions about the monthly financial report
- Actively engage in a plan for membership growth
- Prepare content for a newsletter and social media
- Review and update your website
- Participate, help others, and communicate
- Review the Standards of Affiliation Checklist
Monthly Tasks
Hold an executive committee or board meeting
Appoint a Financial Review Committee and review the WSPTA Standards of Affiliation checklist and assign tasks. Discuss how the training requirement will be met and tracked.
Register to attend the WSPTA Legislative Assembly and encourage local PTA members to register.
The event is being held at the Hilton Doubletree at SeaTac, from October 18 & 19, 2025.
Participate in Curriculum Night and other back-to-school events
Hold committee chair training
Share the updated WSPTA leader resources, including handbooks.
Hold the first membership meeting
Update and approve your standing rules, goals, and/or budget. Review the approved budget with members even if there are no changes since it was approved. It is best practice to elect your nominating committee at this meeting. Present the results of the year-end financial review for the record.
Make sure board members take advantage of training opportunities. Get all board members trained early. As dates become available, they are posted to the website calendar and included in Leadership News.
Make sure at least one elected officer attends PTA & the Law. We offer more than a dozen opportunities to attend PTA & the Law as a statewide webinar, visit the events calendar on our website.
Reach out to your council or region director
Establish a relationship early to share your successes, concerns, and questions. These leaders are a great source of information and appreciate the opportunity to support PTAs.
Update your officers in Givebacks
It is important to keep updating the membership database system with your officers’ and board members’ information. This will ensure that your PTA remains in compliance and that your PTA leaders receive timely and relevant leader emails and newsletters. If you are a PTA officer that hasn’t yet accessed your PTA’s Givebacks page, visit https://npo.givebacks.com/ and create a new login with the email address we have on file. Email mailto:support@wastatepta.org if you need any additional assistance.
Click here to learn more about preparing the database for the 2025-26 year.
Launch a membership drive if you have not done so already
For those that use the online join feature of the database, make sure that you have updated the PTA year, membership levels and dues amounts that pertain to your PTA.
Start promoting Reflections and get your chair trained
Add council and/or state due dates to the calendar.
For secondary PTAs, start promoting the WSPTA Scholarship Program for graduating seniors
Start promoting the WSPTA Essay Contest
Review Awards of Excellence and Membership Awards forms
Apply for grants from National PTA. The grant window is now open and the requirements and application aren’t too difficult. If you’re a high school PTA in good standing, there is a special grant available for you!
Make sure committee chair and board contact information is in the Givebacks database system
Include Reflections, membership, advocacy/legislative, FACE, and other categories you feel will benefit from leader communications from WSPTA. Keep the information updated throughout the year.
Update your new signers with your bank
(A Corporation Amendment may be required).
Was your PTA Incorporated in September? If so, then your annual Corporation Renewal is due on September 30. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.
(originally posted August 29, 2018; revised August 28, 2019; revised August 31, 2021; revised August 31, 2022; revised September 1, 2023; August 27, 2024; September 2, 2025)