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.
