Monthly Checklist

PTA LEADERS’ MONTHLY CHECK LIST

 

September/October

  • Conduct a friendly, highly visible membership drive, focusing on the value of PTA. Target parents, students, staff, neighbors, businesses and community organizations. (Ongoing)

  •  Remind the treasurer to pay the AIM invoice sent to the PTA address. **Insurance will be invalid if your PTA hasn’t registered and paid dues for at least 10 members**

  • Submit a copy of your PTA’s annual Financial review report to Nevada PTA by October 31st

  • Work with the treasurer to remit the state and national portion of membership dues to Nevada PTA with a Dues Remittance form on a monthly basis; the first submission is due no later than September 30th.

  • Review and distribute materials received at council, region, state and national trainings with officers and committee chairs. (Ongoing)

  •  Prepare agendas for board and general membership meetings and articles for newsletters. (Ongoing)

  • Conduct orientation and/or training for your board and volunteers. (Ongoing)

  • Conduct the first general membership meeting at which you approve the budget and Financial review report.

  • Share important dates with your school community (Ongoing)

  • Identify, discuss, and address legislative issues – possibly draft

    a resolution for state convention.

  • Begin your Reflections program by sending home general and

    category rules. Work with school staff to promote participation. Go to www.nevadaptareflections.org or www.pta.org/reflections for information.

  • Publish a newsletter (Ongoing)

  • Attend council or region meetings for additional training.

  • Review NevadaPTA and National PTA awards applications.

 

November/December

 

  • Promote participation in Reflections. Communicate deadlines for entries.

  • Line up judges for Reflections entries

  • Finalize Reflections Program by judging entries. Email or package and

    ship winners to Nevada PTA for judging at state level.

  • Host a family night during Family Engagement Week such as

    a movie night, skating, spaghetti dinner, etc.

  • Participate in Family Engagement Week by organizing and planning such as Take Dad to School Day

  • Attend council or region meetings for additional training as

    provided.

  • Work with the treasurer to remit the state and national portion

    of membership dues to Nevada PTA with a Dues Remittance

    form on a monthly basis.

  • Review awards applications.

  • Register for NevadaPTA Convention to get best early bird

    pricing.

  • Healthy Lifestyles and Safety

 

January/February

 

  • File IRS Form 990 (e-Postcard or full 990) by November 15th and submit a copy of the form to Nevada PTA by January 1st
  • Send in NevadaPTA awards applications. Check www.nevadapta.org for submission deadline.
  • Make sure that arrangements are being made by your PTA’s outgoing officers to have the books Financially Reviewed
  • Attend annual Nevada PTA State Convention. Check www.nevadapta.org for more information
  • Review and distribute materials received at state convention with officers and committee chairs.
  • Attend council or region meetings for additional training.
  • Attend NevadaPTA Reflections Ceremony
  • Recognize key volunteer(s) for Volunteer Appreciation Day
  • Plan Teacher Appreciation Week

 

March/April

 

  • Send in NevadaPTA awards applications. Check www.nevadapta.org for submission deadline.

  • Make sure that arrangements are being made by your PTA’s outgoing officers to have the books Financially Reviewed.

  • Attend annual Nevada PTA State Convention. Check www.nevadapta.org for more information

  • Review and distribute materials received at state convention with officers and committee chairs.

  • Attend council or region meetings for additional training.

  • Attend NevadaPTA Reflections Ceremony

  • Recognize key volunteer(s) for Volunteer Appreciation Day

  • Plan Teacher Appreciation Week

 

 

May/June

 

  • Verify that the incoming officers’ contact information is submitted to Nevada PTA office no later than July 15th.

  • Attend NationalPTA Convention late June each year.  Check www.pta.org for more information.

  • Publicize the new NationalPTA Reflections theme before school ends.

  • Express appreciation to outgoing board members and volunteers.

  • Remove past PTA signers and add new signers to PTA bank accounts. Verify that the bank statement will be mailed to the school, not an individual.

  • Appoint a budget committee to begin work on budget for the coming year. (Ongoing)

  • Confirm a Financial Review was completed. Send a copy of the Financial Review report and final treasurer’s report to Nevada PTA.

  • Work with the treasurer to remit the state and national portion of membership dues to the state through Memberhub.

  • Attend council or region meetings for additional training.

 

July/August

 

  • Meet with your principal and fellow officers.
  • Discuss goals and develop plans of work for your PTA and committees. (Ongoing)
  • Develop your PTA’s budget for the upcoming school year.
  • Begin developing your PTA’s calendar for the coming school year, including newsletter deadlines.
  • Review last year’s calendar – analyze what worked well and what you might want to change. Be aware of event dates for schools, council, region, and state PTA, and your PTA’s community.
  • Ask your Principal if PTA can be a part of Open House, Kindergarten Orientation, and any other school activities.
  • Plan PTA Programs – Go to www.pta.org/programs/ for a list of free PTA programs and resources to put the programs on.
  • Plan your membership campaign (Ongoing)
  • Plan back to school communications and activities.
  • Review Nevada PTA and National PTA awards applications.

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