President Monthly Checklist

This checklist is designed to help guide leaders through a successful term. 

Review this as you set your goals, programs and budget. FCCPTA is always here to help, please email with questions.

JUNE

  • By June 15: Update officer contact info at vapta.org
  • By June 30: Submit dues collected since March 1 to Virginia PTA and FCCPTA
  • Review bylaws
  • Hold transitional Executive Board meeting with old and new officers
  • Review and update committee procedure books, develop procedure books for new positions
  • Schedule audit after July 1 and organize committee
  • Send names/addresses of officers to School Board members to receive email newsletters
  • Confirm the Reflections deadline and communicate to students

JULY

  • Meet with your principal to review goals, plans and projects. Confirm when PTA information needs to be available for the school’s Welcome Back communications.
  • Plan school-year calendar of PTA activities
  • Plan membership drive
  • Develop budget 

AUGUST

  • Hold an Executive Committee (officers) meeting to set goals, committees and schedule for the year.
  • Revise and update your website, newsletter/email, social media strategies.
  • Develop and post your calendar with membership meeting dates.
  • Designate representative to attend FCCPTA membership meetings.
  • Hold an Executive Board meeting to review programs, projects, calendar and budget (officers and committee chairs).
  • Make sure your Reflections Committee is prepared. 
  • Promote School Board Candidate Forums

SEPTEMBER

  • Attend or send representative to Sept. 4 FCCPTA meeting
  • Hold first general membership meeting and vote on the proposed PTA budget, adopt the fiscal year-end audit and send copy of the audit to state PTA office. A copy of 990 forms must also be forwarded to state PTA office.
  • Promote School Board Candidate Forums

OCTOBER

  • Confirm with Treasurer when 990 is due to IRS. Ask Treasurer to copy you on confirmation email to Virginia PTA. 
  • Remind your Treasurer that all dues must be paid on time so your Local PTA remains in “Good Standing.” State/National dues must be postmarked by Nov. 1, FCCPTA dues by Dec. 1.

NOVEMBER

  • Attend Nov. 13 FCCPTA Meeting
  • Confirm Treasurer is up to date with FCCPTA and Virginia/National PTA dues deadlines

DECEMBER

  • Review your goals, programs and budget to see if they need revising
  • Determine who from your Executive Committee can attend Virginia PTA Conference in Richmond 

JANUARY 

  • Organize nominating committee
  • Make appointments with your representatives for Virginia PTA’s Day in Richmond
  • Attend (or send designee) to PTA Day in Richmond

FEBRUARY

  • Attend Feb. 5 FCCPTA Meeting.
  • Elect nominating committee (check your bylaws to see when and how this election takes place)
  • Ask Executive Board members to inform nominating committee of their intentions for the next school year.
  • Remind Treasurer that all dues collected since Dec. 1 must be sent to FCCPTA and Virginia PTA offices by March 1.

MARCH

  • Plan for Teacher Appreciation Week, adjust budget if necessary during membership meeting
  • Have nominating committee report the slate of proposed officers as stated in bylaws

APRIL

  • Look for next year’s Reflections theme to share with your students
  • Remind board members to update procedure books and include recommendations
  • Arrange auditing of books when they close at the end of your fiscal year

MAY

  • Attend May 6 FCCPTA Meeting and Elections 
  • Celebrate Teacher Appreciation Week
  • Hold election of officers (may happen in June, check your bylaws)
  • Confirm Treasurer is up to date with FCCPTA and Virginia/National PTA dues deadlines
  • Meet with incoming president, encourage other officers to meet with their successors