Ongoing Tasks
- Attend all 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 articles for newsletter and social media
- Review and update website
- Participate, help, and communicate
- Review the 2025-2026 SOA Agreement (now in Español and 中国人)
Monthly Tasks
Reflections entries due to WSPTA by January 14
Council and local PTAs residing in non-council areas should complete this form. Entries may only be submitted electronically. Contact Reflections@wastatepta.org with questions.
Conduct a mid-year financial review as a best practice
Review goals and objectives set at the beginning of the year
Are you on track? Do you need to make adjustments? Have you been sharing progress with your members?
Engage in a winter membership campaign
How close are you to applying for a Membership Achievement Award (100% Membership and 100% Staff Membership)? Applications are due March 12.
Review Best Practices and Standards of Excellence forms
Gather information for award requirements (applications due March 12).
Determine other Awards of Excellence awards to apply for (applications due March 12)
- Advocacy Award of Excellence
- Family and Community Engagement Award of Excellence
- Outstanding Communication Strategy
- Outstanding Newsletter
- Outstanding Website
- PTAs Taking Significant Action
Accept nominations for volunteer awards such as Golden Acorn
Encourage leaders to subscribe to action alerts during Focus on Advocacy Week.
Encourage leaders to submit a Leadership Service Award form
The purpose of this program is to encourage, facilitate, and recognize the continuous growth of leadership shown by dedicated PTA leaders at all levels of the association.
1099-NEC due for independent contractors by January 31
For contractors you paid more than $600 in a calendar year. More information is located on the IRS website.
Please note: this is the last year that it will be $600, when filing for 2026 (filing due Jan of 2027) it changes to $2000.
Was your PTA Incorporated in January? If so, then your annual Corporation Renewal is due on 1/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.
(originally posted December 31, 2018; revised December 28, 2019; revised January 6, 2021, revised January 3, 2023, revised January 2, 2024, revised December 10, 2025)