Ask WSPTA: What are the best practices when changing banks?
Here’s a question that pops up from time to time. Sometimes a PTA finds that their current financial institution isn’t serving them well, so leadership begins to consider a change. What should these leaders consider as they weigh a change? We don’t have a set guide for picking your financial institution, so we’ll cover some…
November Checklist for Councils Supporting Local PTAs
Ongoing Tasks Review the 2024-25 Standards of Affiliation (SOA) Checklist. Host a training or roundtable at council membership meetings addressing timely SOA requirements. Offer support to local PTAs who may be struggling with any of the SOA requirements. At each council membership meeting, share the SOA items that your council has completed to model best…
Category:
Leadership
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 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…
Category:
Leadership
October Checklist for Running Your PTA
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…
Category:
Leadership
October Checklist for Councils Supporting Local PTAs
Ongoing Tasks Review the 2024-25 Standards of Affiliation (SOA) Checklist. Host a training or roundtable at council membership meetings addressing timely SOA requirements. Offer support to local PTAs who may be struggling with any of the SOA requirements. At each council membership meeting, share the SOA items that your council has completed to model best…
Category:
Leadership
September Checklist for Councils Supporting Local PTAs
Ongoing Tasks Review the 2024-25 Standards of Affiliation (SOA) Checklist. Host a training or roundtable at council membership meetings addressing timely SOA requirements. Offer support to local PTAs who may be struggling with any of the SOA requirements. At each council membership meeting, share the SOA items that your council has completed to model best…
Category:
Leadership
September Checklist for Running Your PTA
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…
Category:
Leadership
WSPTA Standards of Affiliation for 2024-2025
Washington State PTA provides a Standards of Affiliation (SOA) Agreement Checklist to provide support and guidance to local PTAs and councils. The Standards of Affiliation agreement is a list of legal requirements from the state of Washington, the IRS, insurance requirements, local government licensing requirements, and Washington State PTA and National PTA requirements. It is…
Category:
Governance
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Leadership
Set Up for Success with Standing Rules
Each local PTA and council has a set of standing rules that members of the board of directors must read and be prepared to follow. Standing rules are a legally binding agreement between a PTA’s board and members about how that individual PTA will be run. Standing rules need to be reviewed by the board…
Category:
Governance
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Leadership
August Checklist for Running Your PTA
Board To-Do List for August 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…
Category:
Leadership