September 7, 2017

September Checklist for Running Your PTA

Ongoing Tasks to be Completed Each Month

  • 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 monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate

Tasks for September

Hold an executive committee or board meeting
Appoint a Financial Review Committee, and review the WSPTA Standards of Affiliation agreement and assign tasks. Discuss how the training requirement will be met and tracked.

Register to attend WSPTA Legislative Assembly

Participate in Curriculum Night and other back-to-school events

Hold Committee Chair training
Share the updated WSPTA leader resources, including handbooks.

Hold first membership meeting
Update and approve your standing rules, goals, and/or budget. Review the approved budget with members even if there are no changes since it was approved. It is a best practice to elect your nominating committee at this meeting. Present the results of the year-end financial review for the record.

Make sure at least one elected officer attends PTA & the Law
Get all board members trained early.

Launch a membership drive if you have not done so already

Pay monthly membership invoice to WSPTA
Fees are invoiced monthly via email, and are due upon receipt. Consider setting up automatic debits with WSPTA for monthly invoices.

Start promoting Reflections and get your chair trained
Add council and/or state due dates to the calendar.

Review Best Practices and Standards of Excellence Award forms
Plan now to apply for awards.

Make sure committee chair and board contact information is in PT Avenue
Include Reflections, membership, advocacy/legislative, and FACE. Let WSPTA know of any changes or additions during the year.

Was your PTA Incorporated in September?  If so, then your annual Corporation Renewal is due on 9/30. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.


Category: Leadership

Back to Blog