President’s Monthly Checklist

This checklist is designed to help guide your leaders through a successful term.
Review this as you set your goals, programs and budget.

JUNE
 Hold transitional Executive Board meeting with old and new officers
 Send all forms including the Local Unit/Council Officers’ Contact Information to the state PTA office. EIN (tax ID) number must also be on file with the state PTA office
 Review and update committee procedure books, develop procedure books for new positions
 Make sure audit is scheduled
 Send names/addresses of officers to School Board members to receive email newsletters
 Submit dues collected since March 1 by June 30
 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 membership drive (if using PTA Membership Database, renewals may start this month)
 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 liaison to attend quarterly 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.

SEPTEMBER
 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.

OCTOBER
 Attend (or send designee) to FCCPTA General Membership meeting
 Plan for Take Your Family to School Week in February

NOVEMBER
 Remind your Treasurer that all dues must be postmarked and sent to FCCPTA and Virginia PTA offices by December 1 so your Local Unit remains in “Good Standing.”
 Check to see if your 990 is due to the IRS. This depends on the date IRS has as your fiscal year.

DECEMBER
 Review your goals, programs and budget to see if they need revising
 Determine who from your Executive Committee can attend Virginia PTA’s Day in Richmond

JANUARY
 Attend (or send designee) to FCCPTA General Membership meeting
 Advertise for nominating committee members
 Make appointments with your representatives for Virginia PTA’s Day in Richmond
 Attend (or send designee) to PTA Day in Richmond

FEBRUARY
 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
 Attend (or send designee) to FCCPTA General Membership meeting
 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 (or send designee) to FCCPTA General Membership meeting
 Celebrate Teacher Appreciation Week
 Hold election of officers (may happen in June, check your bylaws)
 Meet with incoming president, encourage other officers to meet with their successors