End of Year Database Guide for Local PTAs and Councils
The 2021-22 fiscal year comes to a close this week. PTA leaders have until 11:59 pm on Thursday, June 30 to close out business in memberplanet and prepare the database for next year. This blog post will cover everything you need to know and do. Note: You can access a very handy end-of-year checklist here.…
Category:
Membership
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News
May 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 monthly financial report Actively engage in a plan for membership growth…
Category:
Leadership
Getting to Know Memberplanet – Tools for Councils
As memberplanet evolves, it is fast becoming a vital tool in the council leader toolbox! *new!* Find your local leaders’ contact information via Committees — Shared Committees. Pull up-to-date membership reports, see membership trends, and get all the details on each of your local units via Reports — Group Profiles Report. Record check payments received…
Category:
Membership
Database Transition to 2020-2021
This is the target date for the database transition to 2020-2021 to be completed and membership functions to be available to PTAs.
Finalize reconciliation of membership records
This is the date to complete your reconciliation of the memberships recorded in memberplanet to your records for the 2019-2020 fiscal year. Double-check that your reported membership numbers are correct. WSPTA staff is available to help with challenging issues that you uncover. When your reconciliation is complete we recommend downloading a final roster of your…
Membership Database Year End
The PT Avenue membership database 2017-2018 end of year process has been completed for all PTAs using the membership only version of PT Avenue. PTAs using the finance or full versions of PT Avenue must complete the end of year process by July 15. To learn more, open the PT Avenue End of Year 2017-2018…
Category:
Leadership
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Membership
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