Wrapping up the YEAR!

5/16/2024

Here's some tips and reminders for local PTA leaders for wrapping up another successful school year.

At the Last Meetings...

New idea: Consider updating your budget to allow for 2024-2025 membership pre-sales so that members can renew or buy memberships over the summer!

Give your team a deadline for submitting their reimbursable expenses to the treasurer so books can be closed on June 30.

Appoint your Financial Review Team. (A financial review is required by your PTA insurance and should be completed soon after books close on June 30).

Washington State PTA (WSPTA) is switching their reporting database beginning July 1st but until then...

Update Admins (if needed) into memberplanet.
Confirm your PTA is reporting the correct number of members into memberplanet.
Download a year-end member roster from Memberplanet for your PTA records. FAQ here. *scroll down the page to find the link
Register New leaders with Council. (complete form here).
Take training for WSPTA’s New Database - givebacks. More info here.

Hold transition meetings for outgoing and incoming board members.
Give new leaders access to digital or hard files (reset passwords on July 1st).
Set dates for your summer retreat.
Review and update policies. Check out Council’s policies here.
Plan your Fall membership drive.
Encourage new officers to take training over the Summer! There are basic online trainings on the Washington State PTA website.
Share all the ways the incoming board can connect with Council .
Plan for your NSD facility use requests for 2024-2025.
Designate one Board member as your PTA/PTSA contact for facilities and email [email protected] with the new contact information.

For additional information check out our PTA Summer Blog from last year.