July 29, 2020

August Checklist for Running Your PTA

Governance. Powered by 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 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
  • Prepare content for a newsletter or social media
  • Review and update your website
  • Participate, help others, and communicate
  • Review the Standards of Affiliation Checklist

Monthly Tasks

Financial Review
Check out the blog post on how to do this virtually if you have been unable to complete a financial review.

Update calendar for membership meetings or PTA activities for the year
Make sure your public-facing calendar is up-to-date for your members.

Speak at the August school staff meeting (with permission)
Coordinate with the principal and be prepared that this might look different than in the past. Introduce yourself, talk about membership, share the benefits of PTA, explain any grants, reimbursement forms, programs, or events that directly affect staff.

Hold your first board meeting/retreat
As a board, set goals, prepare for your first membership meeting, review your budget and standing rules, and recommend these documents for approval at your first membership meeting. Check out the PTA. Now More Than Ever. webpage for ideas including a video on Digital Tools for Online Meetings.

Create your plan for membership growth
Review your membership dues as any changes may need to be approved in your standing rules.
Make sure you are set up with the online join option through memberplanet.
Review your membership form.
Send membership renewal notices to last year’s members.
Take the training for the new WSPTA membership database.

Begin the search for potential nominating committee members
No, it is not too early. Give this committee plenty of time to get to meet and know upcoming leaders for your PTA.

Review your board structure for next year
Changes in board structure need to be approved in standing rules before the nominating committee is elected.

Attend your region’s fall conference

Share online WSPTA leader resources with all officers

Start your membership drive

Was your PTA incorporated in August? If so, then your annual Corporation Renewal is due by 8/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/Renewal.

(originally posted July 25, 2018; revised August 3, 2019; revised July 29, 2020)

Category: Leadership

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