Henrico County Council of PTAs

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President's Checklist

Returning this year are Back to School Packets from Henrico County Council of PTAs. Look for it at your local school by the end of the first week in Spetember.

President's Packet from VAPTA

PRESIDENTS CALENDAR/CHECKLIST

This calendar/checklist is designed to help guide presidents through a successful term.

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SEPTEMBER

Make sure the Membership Committee has all the information and card template needed for a successful membership campaign.

Make sure the Reflections Committee has all the information for a successful Reflections Program.

Hold first general membership meeting and vote on the proposed PTA budget, adopt the fiscal year-end audit and send copy of audit to state PTA office. A copy of 990 forms must also be forwarded to state PTA office.


* A copy of your membership approved audit must be sent to the State PTA office as well as Henrico County Public Schools attention:  Sharlene Wrenn

OCTOBER

Hold a legislation meeting to have your general membership vote on Virginia PTAs Proposed Legislation Program and send the tally sheet of votes to your district director.

NOVEMBER

Remind Treasurer that dues should be postmarked and sent to the State Office by December 1 so your Local Unit remains in Good Standing.

DECEMBER

Establish dates for January newsletter deadlines (including submissions, editing, approvals & publishing)

* First dues payment to State/National PTA due on 12/1

* County Council Dues are due by 12/1.  (.10 x each member as of 6/30/11)

Enjoy the holidays and rejuvenate for the remainder of the year.

 

JANUARY

Make reservations for Virginia PTAs PTA Day at the General Assembly.

Advertise for members willing to serve on the nominating committee.

Attend PTA Day (may be held in February.)

FEBRUARY

Elect nominating committee (check local PTA bylaws to see when and how this election takes place.)

Ask the executive board to let the nominating committee know of their intentions for the new PTA year.

Remind treasurer that all dues collected since Dec. 1 must be in to the state office by March 1.

MARCH

Review PTA budget.

Arrange auditing the books when they close at the end of the fiscal year.

Attend districts annual meeting (may be held in April).

Have the nominating committee report the slate of proposed officers to the executive board

(check local unit bylaws to determine when this report should be presented).

Remind board members to update procedure books and, especially, include recommendations for next year.

APRIL

Recognize outstanding supporters by giving them Virginia PTAs Honorary Service Awards. (See Section 7)

Honor all PTA volunteers. Send local Volunteer of the Year nominations to councils or districts for state consideration.

Attend the district legislation meeting.

MAY

Observe Teacher Appreciation Week.

General membership meeting to elect and/or install officers (May happen in June)

Meet with outgoing president for briefing.

Meet with Executive Committee.

Arrange to meet with principal

Look for the Incoming Presidents Packet from the state office.

JUNE

Have transitional board meeting with old and new members.

Assume duties at time prescribed in your bylaws.

Send all forms including the new officers names/addresses to the state PTA office. EIN (tax ID) number must also be on file with state PTA office.

Review and update committee procedure books, develop procedure books for new positions.

Make sure the outgoing president arranged the audit for the previous year financial records.

Send names/addresses of officers to the school board office in order to receive their mailings.

Make reservations for Virginia PTAs Leadership Training

Remind your outgoing treasurer that all dues collected since March 1 must be in to the state office by June 30.

JULY

Attend Virginia PTAs Leadership Training Conference

Budget committee meets to develop next years budget and prepares to present it to the executive board before going before the general membership for final approval.

Confirm with the principal when PTA information needs to be available for the schools Welcome Back Packets.

AUGUST

Hold a meeting of the executive committee to go over the plans of work and schedule for next year.

Hold a meeting of the executive board to go over all action items and approve the budget that will be presented to the general membership.

Download the membership cards template from the Virginia PTA web site.

Look for and share mailings from national, state, district and council with your board.

Prepare an article for your newsletter and Welcome Back Packet.

Henrico County Council of PTAs