Planning and Promoting

A thoughtful plan provides the foundation for a successful PTA year.

Your plan should be aligned with the:

  • PTA mission
  • Unique needs of your school and/or community

Rather than just re-creating last year’s plan, an effective board first takes the time to listen and gather input from the PTA community—including families, school staff and administrators. If you are a school-based PTA, talk with the principal and teachers. Conduct a survey of all families to find out who they are, and what they want and need. If you are a community-based PTA, identify potential collaborators and conduct a survey of community needs. Invite all involved to join your PTA.

See Sample Survey and How to Use Your Survey for more guidance.

Use the findings to create your plan for the year, including goals and objectives. A good plan is important! It provides the roadmap for everything to come, starting with developing a budget. Tracking progress against your goals, and adapting plans when necessary, will then be a central focus of your meetings throughout the year. Plans are living documents. They need attention in order to thrive.

Be sure to include in your plan some method of evaluating the success of your activities. This will provide critical information that can be used in planning for next year.

Now that you have an overview of your role as a leader, check out these other sections of the Back to School Kit for details about planning specific PTA activities: