Plan Now for PTA Success in the Fall

With the school year coming to a close and summer activities to look forward to, many PTA leaders may be looking to put their feet up for the next few months. But summer provides an excellent time for PTA leaders to make their lives easier once school starts back up. By doing some planning for your upcoming PTA year over the summer, you can set the stage for your PTA’s success in the fall.

Have an Officer’s Retreat

The summer months provide PTA leaders with some time to meet and plan without the extra activities and schedule conflicts of the school year. It’s a chance to have a PTA officers’ retreat relaxed in someone’s back yard with a cool drink. Invite the previous year’s officers as well as the incoming officers to discuss how the past year went and what advice those leaving office have for those just starting. Then let the previous year’s officers go, and have a discussion with your current officers about what you’d like to accomplish during the coming year. Consider what events you’d like to host, what past events you’d like to stop doing, and create your calendar for the year.

Consider taking part in National PTA’s School of Excellence Program. The sign-up period runs from now until October 1, 2017. Implementing the program at your school provides insight into how your PTA can best involve the families at your school in their children’s education. In Illinois, one PTA who successfully completed the program saw their attendance at PTA meetings jump from a handful of parents to nearly 200 at one meeting. The School of Excellence program provides your PTA with ready-to-use tools to help your PTA be successful, and the results from across the country show that those PTAs that participate see increases in membership and greater support from families for the PTA and their school.

Put Your Financial House in Order

Once your calendar is planned, make sure your PTA’s financial situation is in good shape. Conduct your audit once your fiscal year ends. Plan out next year’s budget based on what you want to accomplish. Remember that Illinois PTA events such as Advocacy Day in Springfield (November 14, 2017) and convention (May 4-5, 2018 at Northern Illinois University—Naperville) can be included in your PTA budget. Get the signatures for your PTA’s banking accounts changed to reflect the new officers, and don’t forget to change any passwords for online banking or social media accounts.

Once your audit shows a clean set of books, file your 990 form with the IRS. For PTAs with less than $50,000 in gross receipts, this is a simple electronic postcard that only takes a few minutes to complete online. Plan on sending in a copy of your approved audit and IRS Form 990 with your first membership dues payment on October 1, 2017.

Membership Matters

Members are the life blood of a PTA, and if your PTA is not actively recruiting new members, you can find your PTA in a constant struggle for volunteers, officers, and resources. Plan your membership campaign over the summer so you’re ready to take off with the start of the new school year. Use the ready-to-go membership materials on the Illinois PTA website, or develop a plan tailored to your PTA. Be sure to think beyond the school walls, as school board members, school district administrators, community members, realtors and other businesses, and even grandparents in another state have an interest in supporting your child’s school.

Get Trained

Take advantage of the free training the PTA offers—it is one of the critical things that sets PTA apart from other parent organizations and helps you avoid problems that can hurt your PTA. Your district or region director can tell you when local training will be happening in your area, and Illinois PTA will also be offering online training this fall. Don’t forget to take a look at National PTA’s online training courses as well. These free training courses are provided to help you and your PTA know what to do to be successful. When Illinois PTA steps in to help a local PTA with an issue, whether it is financial problems, IRS troubles, or conflict among board members, in almost every case the PTA’s leaders did not get trained.

Summertime, and the Living is Easy

Take advantage of the slower pace during the summer months to get your PTA ready to go for the fall. By doing so, you’ll save yourself and your fellow PTA officers the trouble of doing it all while school activities, PTA activities, and all the other activities your family is involved in are going on as well.

Photo © 2014 by Cassinam under Creative Commons license.