September Checklist for Running Your PTA

September Checklist for Running Your PTA

Ongoing Tasks to be Completed Each Month

  • Attend any board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Attend training
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate
  • Adopt the audit report and budget at the first general meeting to include all planned activities for the year.

Tasks for September

Hold an executive committee or board meeting
Appoint a Financial Review Committee, and review the GAPTA Standards of Affiliation agreement and assign tasks. Discuss how the training requirement will be met and tracked.

Register to attend GAPTA Advocacy Conference
Attend Georgia PTA’s State Advocacy Conference in the fall with your Legislative Chairperson. Encourage others to attend.

Participate in Curriculum Night and other school events

Hold Committee Chair training
Train/instruct room representatives, council delegates and volunteers.  Share the updated GAPTA leader resources, including handbooks.

Hold first membership meeting
Update and approve your standing rules, goals, and/or budget. Review the approved budget with members even if there are no changes since it was approved. It is a best practice to elect your nominating committee at this meeting. Present the results of the year-end financial review for the record.

Launch a membership drive if you have not done so already
Begin fall membership enrollment campaign. Distribute membership cards as members join.

Pay monthly membership invoice to GAPTA
Fees are invoiced monthly via email, and are due upon receipt.

Start promoting Reflections and get your chair trained
Add council and/or state due dates to the calendar.

Send copy of PTA Audit/Financial Review to Georgia PTA by the last business day of September.

Conduct National PTA’s Reflections Program in your school.
Forward winning entries to council judging if in a council. Check with your council president for due da

Review Best Practices and Standards of Excellence Award forms
Plan now to apply for awards.

Make sure committee chair and board contact information is submitted state office
Include Reflections, membership, advocacy/legislative, and Family Engagement. Let GAPTA know of any changes or additions during the year.


August Checklist for Running Your PTA

Ongoing Tasks

  • Attend board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Get educated: take advantage of in-person and online training opportunities
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about monthly financial report
  • Prepare content for newsletter or social media
  • Review and update your website
  • Participate, help others, and communicate

Monthly Tasks

Financial Review
Complete year-end financial review by August 31.

Update calendar for membership meetings or PTA activities for the year
Make sure your public-facing calendar is up-to-date for your members.

Speak at the August school staff meeting (with permission)
Coordinate with the principal. Introduce yourself, talk about membership, share the benefits of PTA, explain any grants, reimbursement forms, programs, or events that directly affect staff.

Hold your first board meeting/retreat
As a board, set goals, prepare for your first membership meeting, review your budget and standing rules, and recommend these documents for approval at your first membership meeting.

Begin search for potential nominating committee members

Review your board structure for next year
Changes in board structure need to be approved in standing rules before the nominating committee is elected.

Share online GAPTA leader resources with all officers

Start your membership drive

Georgia PTA and Atlanta Braves Fall Family Fun

Georgia PTA and Atlanta Braves Fall Family Fun
Fall Game Fundraiser 2018 Suntrust Park
Braves vs. Phillies | Sunday, September 23, 2018 | Games starts at 1:35PM

Georgia PTA Fall Game Fundraiser

Thank you for being a fan! Enjoy surprise giveaways and activities as we say thank you for a great season of Braves baseball. After the game, kids 14 & under can run around the bases just like the Braves!

PTA Members and their families have the opportunity to purchase discounted tickets in general admission level of the park.  General Admission tickets are first come, first serve in section 435-444.

We do encourage you to purchase parking in advance at

Healthy Habits School Materials for Parents

Lysol, our Leadership Sponsor for the 104th Annual Convention Leadership Training held this past June and in collaboration with NEA and National PTA presented Healthy Habits to our members.  Like Lysol, we believe the best weapon against germs is knowledge. As part of the Healthy Habits Program, Lysol developed these valuable teacher resources to help teachers and parents educate students about minimizing the spread of germs and creating clean, safe environments.

Even the simplest techniques can make a big difference. For example, did you know that teaching proper hand hygiene in schools has been shown to reduce student absenteeism and family illness?

You already know the importance of education for healthy minds—and it’s equally essential for healthy bodies. Simply click the links below to download these materials. Use them at school, at childcare centers, at home, or anywhere students learn and play together.

This virtual toolkit features resources that are appropriate and engaging for students of all ages, including:

  • Lesson Plans designed to teach students about germs, handwashing, nutrition, exercise and other healthy habits.
  • Printable handouts and materials for the classroom and home to explain and remind students about important healthy behaviors they can practice each day.
  • Information on the Healthy Habits Tour program.

To learn more, please visit



Summer Tips for Incoming PTA Leaders

Summer vacation is here! While these months can be filled with road trips to the beach, summer camps, long nights and lots of “R&R” time—summer is also an opportunity to plan a smooth transition into the upcoming school year. Just as teachers must plan the next school year’s curriculum, PTA leaders have an assignment of their own, too.

At the end of their term, outgoing leaders transfer their procedures books to the incoming leaders. Even if an outgoing leader thinks the information is of no value, with these books you will have a better idea of what was done in the past and how the PTA went about doing it. Outgoing leaders can also offer valuable insight on things yet to be done, what they would do better and suggestions on how to be more effective and efficient in the performance of your new duties. Take notes and don’t be afraid to ask questions!

Start planning now for your own smooth transition into office. Here are a few tips for incoming local leaders to consider:

Share contact information with outgoing leaders and set up a directory to be and remain connected. With previous leaders’ contact information, you’ll be able to reach out for additional support throughout the year or to ask for insight as problems arise.

Review procedures books given to you from outgoing leaders. If there are none, do not worry; start one by getting and reading your local unit bylaws. The PTA unit’s secretary should have a copy. If you can’t find it, call the state office; they’ll be happy to mail or email you one.

Visit and review the sections that may apply to your new position.  If you don’t see your position listed, the information this website contains is of value to the entire PTA board.  Even if you’re an experienced PTA leader, it is worth reviewing every year as it is updated with the most current information and trends to help you and your unit to be successful.

Check out our state PTA’s websiteWe have information that can start you off on the right foot for the year. For example, templates, training opportunities, resources, program materials, newsletters, etc. You might find ways to connect with your state through Facebook, Instagram, Legislative Alerts, Twitter, etc.

Take advantage of the e-learning courses. National PTA offers online training courses to help you grow as a leader at Although you may want to start with what you’ll need for your own PTA position, please take all courses. As a board member, it’s important to know the role of each position and what to expect.

Meet with your school principal to learn about school goals and objectives for the incoming year. Share with the principal the programs the PTA would like to hold (Reflections, Family Reading Experience Powered by Kindle, Healthy Lifestyles, Fire Up Your Feet, Teacher Appreciation Week, Connect for Respect, etc.) and how these programs will support the goals and objectives of the school. Think about becoming a School of Excellence in the process!

Set up a communications plan. Newsletters and social media keep everyone informed, engaged and proud of what the PTA is doing. Go through your PTA’s goals, identify specific strategies your PTA or committee will use to achieve each goal and then create a step-by-step plan for each strategy. This is key to growing membership and gaining members and community support.

Have a successful PTA year and thank you so much for your dedication and commitment to the mission of PTA!

STEM + Families Science Festivals

Apply: June 22, 2018 – August 26, 2018

National PTA and Bayer have teamed up to promote Science Festivals with two unique grants available depending on your type of PTA. The 2018 – 2019 National PTA STEM + Families Science Grants sponsored by Bayer will award $1,000 to 30 local PTAs to host a STEM + Families Science Festival, and $3,000 to five State, District, Council or Region PTAs to partner with local PTAs in hosting Science Festivals. Learn more and apply.

WAIT…It’s not too late!

WAIT…It’s not too late! Georgia PTA is holding a Membership Sweep! We are challenging each local unit to see who can get the greatest percentage membership increase before summer break. This is a great way to close out your 2017 – 2018 school year and win some startup funds for your 2018 – 2019 Membership Drives.

$200.00 Awards will be given to units with the greatest percentage membership increase from March 1, 2018 to June 5, 2018. All membership dues must be received on or before June 5th by 5:00 pm at Georgia PTA to count. NO EXCEPTIONS

In order to be eligible to win an award your local unit must be in good standing. There is still time to get in the game and win if you’re not in good standing.

Remember to submit a completed Dues Transmittal form with $3.75 payment for each member postmarked no later June 5th, to Georgia PTA. Contest entries will not be complete without the form and payment. All PTA checks must have two (2) signatures. Drop offs are allowed.

Questions – Contact Sondra Parham,

Celebrate Teacher Appreciation Week and #ThankATeacher with us!

Teachers provide so much to our students—inspiration, motivation and, ultimately, their futures. From May 7-11, 2018, we would like to show our thanks and gratitude by treating them like a V.I.T. – VERY IMPORTANT TEACHER.

Teachers change the lives of millions of children every day, and their work and impact extends far beyond the boundaries of the classroom. Join us during PTA Teacher Appreciation Week to #ThankATeacher for all that they deliver to our nation’s children.

How You Can #ThankATeacher

Take the time to show your appreciation this week. To help you thank the teachers in your lives for delivering so much, we’ve created certificates and flyers!

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Editable Flyer
Editable Certificates


Here are a few more ways you can get involved:

  • Have your school principal, PTA/PTSA President or student sign and present our ready-made appreciation certificates to the teachers in your life.
  • Share photos and your activities during the week by using the hashtag #ThankATeacher on social media!
  • On Thursday, upload a #TBT of you and your favorite teacher and thank them using the official hashtag #ThankATeacher.

About Teacher Appreciation WeekSM

Since 1984, National PTA has designated one week in May as a special time to honor the men and women who lend their passion and skills to educating our children.

PTA events at the national, state and local levels celebrate the outstanding contributions teachers make.

National PTA also serves on the selection committees for the National Teacher of the Year Program.

Jan Harp Domene Diversity and Inclusion Award

National PTA is now accepting applications for the 2018 Jan Harp Domene Diversity and Inclusion Award. This award recognizes PTAs that best demonstrate outstanding achievement in the areas of diversity and inclusion, as well as efforts to end discriminatory practices.

Winners Will Receive:

  • $1,000 cash award
  • 1 Plaque/Trophy
  • Honored at the D&I Breakfast at the National PTA Convention
  • Honored at the Awards Program at the National PTA Convention
  • 2 tickets to the Diversity & Inclusion Breakfast at National PTA Convention
  • 2 tickets to the Awards Dinner at National PTA Convention (1 person recognized on stage and individuals must be the same as those attending the breakfast)
  • Potential opportunity to be a speaker at the Diversity & Inclusion Breakfast
  • Certificates for PTA members named in the application

Who Should Apply?:

  • PTAs with proven efforts in welcoming diverse members of their community.
  • PTAs who have effectively hosted multicultural events to engage diverse communities.
  • PTAs that have been able to recognize and address issues regarding bias, prejudice and misunderstanding to promote diversity and inclusion.
  • PTAs who have effectively partnered with community organizations to increase brand awareness of PTA in their community including underrepresented groups.
  • PTAs who have made meaningful connections with key members of the community to impact membership and volunteerism.
  • PTAs who have increased the diversity of their board.
  • PTAs who have had success in diversifying their membership.
  • PTAs interested in continuing to grow their initiatives and efforts to expand their outreach.

Instructions – Requirement – Preview:

Ready to Apply? 

Once you have gathered all of the components, submit your application online by the deadline of Saturday, March 31, 2018, 8 p.m. EST/5 p.m. PST. Remember to save your narrative document for your records.


Email or call (800) 307-4PTA (4782).


School Grants from Action for Healthy Kids—Made for You

OK, so you’re ready to make change happen at school! Despite wanting to do what’s best for students’ health, many schools lack the necessary resources to implement health and wellness practices that help students eat better and stay physically active. Our collaborative partner,  Action for Healthy Kids has provided $7.7 million in grants to schools since 2009 to help them accomplish their student wellness goals.

We are pleased to announce the offering of  Parents for Healthy Kids Grants for the 2018-2019 school year. These grants, which are sponsored by ALDI, are designed for parents or parent groups, including PTA|PTSA’s, to lead school-based physical activity and nutrition initiatives and to engage more parents in student and family health.

Grants up to $1,000 are available for K-12 schools in the following states: AL, AR, CA, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT, WI, WV. Schools with greater than 50% of students eligible for free/reduced-priced meals may receive priority, as well as schools located within 15 miles of an ALDI store, but all schools are encouraged to apply.

Want to learn more? Review the application and application instructions

View our Parents for Healthy Kids grant webinar to learn more.

How to Apply

  1. Review the application and application instructions.
  2. Register for the grant webinar to learn about specific grant details and eligibility requirements and receive helpful tips for applying.
  3. We recommend you complete a paper application with your school health team prior to submitting your application online. Once the paper application is complete, it will take ~30 minutes to submit online. (No school health team? Learn how to start one or contact for support.)
  4. Log in or create an account on the Action for Healthy Kids school portal. Applications must be submitted online.
  5. Once there, connect your account with the school(s) for which you are applying. To do this, click on My Profile, then the Add or Manage Schools button.
  6. Click on Grants, and select the Parents for Healthy Kids grant. Then, complete your application!


•    Monday, February 5, 2018 – School portal opens to accept applications
•    Friday, April 6, 2018 – Applications due
•    Monday, May 14, 2018 – Award notifications
•    Friday, May 25, 2018 – School Terms and Conditions due

If your school is interested in a School Breakfast or Game On (geared toward school professionals and school health teams for nutrition and physical activity initiatives) grant, visit to learn more.


A  webinar on applying for Parents for Healthy Kids grants is available, you can find the recording and slides to help guide your application.

Check out Action For Healthy Kids Frequently Asked Questions prior to applying.