President’s Calendar &= #8211; Recommended

Officers’ terms begin July 1^st

July—school office usually clo= sed

q&nb= sp; Take it easy! J

q&nb= sp; Bank cards/signature cards—change account signatories. Be sure you bring Minutes from meeting where new officers are elected. Minutes or Standing Rules should a= lso note which executives have signing privileges. Many PTAs prefer to change signature cards AFTER the audit has been done so that the incoming Treasurer takes control of “audited” books.

q&nb= sp; Read t= he Washington State PTA By-Laws!

q&nb= sp; Begin looking at membership forms, incentives

q&nb= sp; Order sweatshirts, school memorabilia, back-to-school paraphernalia

q&nb= sp; Review PTSA material to go in opening day packets/business days<= /p>

q&nb= sp; Review= of your PTA’s Standing Rules—do you need to make some changes?

q&nb= sp; Review= Budget—do you need to tweak it before September?

August

q&nb= sp; Meet w= ith Board (even if you’ve done a retreat); set goals, decide on theme, prepare for first general meeting; coordinate inserts and volunteers for Business Days/Opening Day packets; review budget and Standing Rules togethe= r; Review “Best Practices” Guidelines and Standards of Excellence = form

q&nb= sp; Attend= Region 2 Fall Conference and encourage your bo= ard to attend; pick up leadership packet: distribute Leadership Packet info to ALL officers

September

q&nb= sp; Hold Executive or Board meeting; review Best Practices Guidelines and Standards = of Excellence form

q&nb= sp; Hold f= irst General Meeting - re-approve your Standing Rules and/or Budget.<= /span>

It helps to show membership the approved budget = even if there are no changes

q&nb= sp; Begin = search for Nominating Committee—consider electing Nominating Committee now

q&nb= sp; Begin search for Awards/Acorn Committee-consider appointing Acorn committee now (= this allows the Acorn group to watch volunteers; awards committee may begin collecting data for awards applications)

q&nb= sp; Member= ship Drive: Incentives?

<= /o:p>

October

q&nb= sp; Legisl= ative Assembly

q&nb= sp; First membership service fees due to Council

November

q&nb= sp; Insura= nce payments due

q&nb= sp; Federal Taxes (990 or 990EZ) due

q&nb= sp; Charit= able Solicitations Renewal due

q&nb= sp; (Incor= poration renewal is due in the anniversary month of when your PTA incorporated---che= ck your legal documents).

December

q&nb= sp; Reflec= tions due to Council

Presidents Recommended Calendar - Page 2

January

q&nb= sp; Mid-Ye= ar Audit

q&nb= sp; Review= Best Practices Guidelines and Standards of Excellence form

q&nb= sp; Possib= le district-wide Reflections Reception

q&nb= sp; Member= ship Service Fees due to Council

q&nb= sp; Elect Nominating Committee if haven’t already done so

February

q&nb= sp; Mid-Wi= nter Break

q&nb= sp; Prepare your PTA’s Standards of Excellence application form, and mail before February 25^th

q&nb= sp; Are you applying for other State awards: 100% Membership, Honor Unit, PTAs Taking Significant Action awards

q&nb= sp; Regist= er for Region 2 Spring Conference – great training !=

q&nb= sp; Intern= al review of Standing Rules (especially as the Nominating committee is looking at next year’s officers….do you want to make some changes?)<= /span>

March

q&nb= sp; Region= 2 Spring Conference : date-plac= e TBA

q&nb= sp; High School: Reading and Writing WASL

q&nb= sp; Appoint Budget Committee

April

q&nb= sp; General meeting to elect new officers

q&nb= sp; * Offi= cers must be elected by April 30^th*

q&nb= sp; Enroll= new officers with WASTATEPTA

q&nb= sp; Regist= er officers for Convention

q&nb= sp; Spring Break

q&nb= sp; High School: Math and Science WASL

q&nb= sp; ELEM/M= ID WASL : Math, Science, Reading<= /st1:place>, Writing

May

q&nb= sp; Washington State PTA Convention – great training, strong <= span class=3DGramE>PTA !

q&nb= sp; General Meeting to approve Budget

q&nb= sp; Volunt= eer Appreciation – try to do this before June to avoid “June Overload”

q&nb= sp; Set Ju= ne deadline for reimbursements

q&nb= sp; Appoint audit committee; schedule audi= t to occur in July—before vacations set

q&nb= sp; Begin = work on adding Board members, especially those active in Fall (Reflections, newsletter, legislation, fundraisers, Back-to-School chairs…..); cons= ider finding Nominating Committee

<= /o:p>

June

q&nb= sp; Schedule summer board retreat (just to get to kno= w each other and be thinking about setting some goals and a theme for next year) before officers leave for summer vacations or perhaps August Board get-toge= ther

q&nb= sp; Set calendar, schedule meeting dates, times and locations with confirmation from District Facilities or school building facilities representative.

q&nb= sp; Prepar= e for transition: All notebooks, fu= nds and supplies that belong to the PTA should be given to new officers by June= 30^th

q&nb= sp; Meet w= ith school office staff to discuss policies, calendars, bac= k-to-school registration help from PTA.

q&nb= sp; Congra= tulate yourself on a GREAT PTA year: providing strong leadership for a noble, vital mission with children= at the center. You are making the world a better place!