January 3, 2021

January 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 any board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Attend training
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about the monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate
  • Review the Standards of Affiliation (SOA) checklist

Monthly Tasks

Reflections entries due to WSPTA by January 22
Councils were sent a unique Dropbox link for uploading the entries moving on to state judging. PTAs residing in non-council areas should complete this form to receive their own unique Dropbox link. Entries may only be submitted electronically. Contact 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 15.

Review Best Practices and Standards of Excellence forms
Gather information for award binders (applications due March 15).

Determine other Awards of Excellence awards to apply for (applications due March 15)

  • 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

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.

Consider attending National PTA Legislative Conference for 2021.
It is a virtual event this year. Register for $50 here.

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.

Category: Leadership

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