Membership Database

April 10, 2024

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. 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…
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Category: Leadership

August 16, 2023

memberplanet Text Message Update

For those PTAs that use memberplanet’s communication tools to send text messages to members, please note memberplanet is updating how that feature will work moving forward: “Recently, all major US mobile phone carriers have created a new regulation (A2P 10DLC) that has changed the way bulk text messages are sent. Due to these changes, groups…
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Category: Membership

July 20, 2022

How to Prepare Your PTA’s Memberplanet Database for 2022-23

Mid-July might seem early to be thinking about memberplanet, but there’s no better time than now to complete some necessary database housekeeping. You’ll be glad you did! We have prepared an updated Database Relaunch Checklist especially designed to support new and returning PTA leaders who may just be logging into memberplanet for the first time in…
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Category: Membership , News

October 12, 2020

Getting to Know Memberplanet – Tools for Councils

As memberplanet evolves, it is fast becoming a vital tool in the council leader toolbox! *new!* Find your local leaders’ contact information via Committees — Shared Committees. Pull up-to-date membership reports, see membership trends, and get all the details on each of your local units via Reports — Group Profiles Report. Record check payments received…
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Category: Membership

June 10, 2020

Finalize reconciliation of membership records

This is the date to complete your reconciliation of the memberships recorded in memberplanet to your records for the 2019-2020 fiscal year. Double-check that your reported membership numbers are correct. WSPTA staff is available to help with challenging issues that you uncover. When your reconciliation is complete we recommend downloading a final roster of your…
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July 6, 2018

Membership Database Year End

The PT Avenue membership database 2017-2018 end of year process has been completed for all PTAs using the membership only version of PT Avenue. PTAs using the finance or full versions of PT Avenue must complete the end of year process by July 15. To learn more, open the PT Avenue End of Year 2017-2018…
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Category: Leadership , Membership