President's Calendar/Checklist

The calendar/checklist below is designed to help guide you through a successful term as president.

 

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.

  • Look for membership cards from Virginia PTA to be mailed to you, based on last year’s membership.

  • Look for and share mailings from National, State, District, and Council with your board.

  • Prepare an article for your newsletter and Welcome Back Packet

SEPTEMBER

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

  • Make sure the Reflections Chair 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. If required to file 990 with IRS, a copy of 990 form must also be forwarded to state PTA office.

  • Have board members attend Council, District, or Region Leadership Training Workshops.

OCTOBER

  • Choose delegates to attend Virginia PTA’s Convention and send in the registration.

  • Hold a Legislation Meeting to have your general membership vote on Virginia PTA’s Proposed Legislation Program and send the tally sheet to your District Director.

NOVEMBER

  • Attend Virginia PTA’s Convention.

  • Remind your Treasurer that all dues must be sent to the State Office by December 1 so your Local Unit remains in “Good Standing”.

DECEMBER

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

JANUARY

  • Make reservations for Virginia PTA’s sponsored PTA Day at the General Assembly.

  • Advertise the need for members to serve on the Nominating Committee.

FEBRUARY

  • Elect your Nominating Committee.

  • Ask your Executive Board to let the Nominating Committee know of their intentions for the coming year.

  • Attend Virginia PTA’s PTA Day at the General Assembly (may be held in January).

  • Remind your Treasurer that all dues collected since December 1 must be in to the State Office by March 1.

MARCH

  • Review your PTA budget.

  • Arrange for the Audit of the books when they close at the end of the fiscal year.

  • Attend your District’s Annual Meeting (may be held in April).

  • Have the Nominating Committee report the slate of officers to the executive board (may be done in April).

  • Remind board members to update their procedure books and include any recommendations for next year.

APRIL

  • Recognize outstanding contributors to the PTA by giving them one of Virginia PTA’s Honorary Awards.

  • Honor all PTA Volunteers.

  • Attend the District Legislation Meeting.

MAY

  • Honor teachers during Teacher Appreciation Week.

  • Hold the Election Meeting and start the process again.

  • General Membership Meeting for election of officers and installation ceremony.

  • Meet with outgoing president for briefing.

  • Meet with Executive Committee.

  • Arrange to meet with Principal.

  • Look for the Incoming President Packet from the State Office.

  • Attend County Council Banquet

JUNE

  • Have transitional board meeting with old and new members.

  • Assume duties at end of transitional meeting.

  • Send all forms including the new officers names & addresses to the State 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 your School Board to receive mailings.

  • Make reservations for Virginia PTA’s Leadership Training Conference and Virginia PTA’s Legislation/Education Conference.

  • Remind your Treasurer that all dues collected since March 1 must be in to the State Office by June 30.

JULY

  • Attend Virginia PTA’s Leadership Training Conference and Virginia PTA’s Legislation/Education Conference.

  • Budget Committee meets to develop next year’s 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 school’s Welcome Back Packets.