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