To Do list for your committee

We've listed the basic tasks parent associations need to complete to comply with their regulatory obligations.

P&Cs which run canteens or employ staff have additional regulatory obligations.

Please see our Resources page for templates and information to help you with these and other tasks.

MonthActionWho

February/March

Before the Annual General Meeting

 

Prepare for Annual General Meeting:

  • Set a date, notify members and set an agenda
  • Call for nominations for the Executive Committee Office Bearers (for example, in the school's newsletter)
  • Prepare a financial report for the meeting, ensure the accounts have been audited
  • Write a brief report on the last 12 months to table at the meeting. We have a template to help.

See also our AGM Checklist.

Secretary
Secretary

Treasurer

President

Attend Council's first General Meeting for the year (see our events calendar). Council Delegate

February/March

After the Annual General Meeting

(See also our AGM Checklist.)

Provide a good hand over to new office bearers All office bearers
Complete Council's online Office Bearers Form (so we can contact your new committee members) Secretary

Report to Government on your activities and finances. The mechanisms are different depending on whether your association is a registered charity or not, detailed here.

Secretary

Add new officers as signatories to bank accounts and remove previous members. The bank will need a copy of the AGM minutes. Details here.

Treasurer

Start running the parent association! Arrange your first general meeting, share contact details with each other, and introduce the committee to the school community.

President, Secretary
March/April

Attend Council's Effective P&C Workshop

President, other committee members

Attend Council's Treasurer’s and Insurance Workshop Treasurer
June

Renew your Council Membership by paying affiliation fees (Council will send an invoice)

Renew your association's insurance after reviewing insurance needs (forms sent in Term 2)

Treasurer
December Prepare accounts for audit and send to auditor - see our resources to help with your audit Treasurer