Happy October! I hope you are enjoying the cool fall nights and warm fall days. Here is what I am covering this month:
- CONTACTING ME
- OUR SCHOOL PAGES
- MONTH END UPLOADS (INVOICES RUN 10/5)
- MEMBERSHIP CARDS
- REVIEWING OFFICER INFO IN MEMBERPLANET
- REGION 2 MEMBERSHIP TRAINING MATERIALS
- MEMBERPLANET PAID THRU DATE/BANK INFO
CONTACTING ME:
I wanted to make sure that you will contact me if any of these are true:
- You have not uploaded or input any members into MemberPlanet
- You don’t think the assigning membership levels (or activating membership) in MemberPlanet will work correctly for your PTA
- You badly want to attend a membership help session
- You have detailed unresolved issues with OSP or MP
- You are not getting the Washington State PTA newsletters that are sent weekly (hopefully to your email box)
- You need a workaround because membership cards have not been sent out yet, and people want to use their discounts
Again, please contact me ASAP with any of the above issues, please?
OUR SCHOOL PAGES:
I’m so happy that Our School Pages upload functionality is available for those who signed up for it with their subscription to OSP! Yay! Don’t forget you will always have to assign membership levels in MP after the upload (this is just the activation of membership after contacts are loaded). I am hoping that everyone has joined the OurSchoolPages Admin Community group on Facebook – lots of great discussion as to how to work with OSP and MP and resolve issues.
MONTH END UPLOADS:
Here is the info from WA State PTA regarding month end uploading and activation: It’s time for PTAs to check their roster to make sure the memberships assigned accurately reflect their paid members. The first invoice is scheduled to be processed on October 5 and scheduled to be emailed to each local PTA on October 10. We highly encourage all local PTAs to review their current membership counts and make any corrections before the invoice is processed.
To do this select Membership from the navigation list on the left of the screen. Look for the Membership Summary in the upper right part of the screen. Is the number shown for Quantity of memberships what you expect as the number of paid memberships? Compare the number of Total active member records shown to the Quantity of memberships – the number of memberships would normally not be more than the active members. Select the Member levels report just above the Membership Summary to see a list of assigned memberships. Please contact support@wastatepta.org if your Quantity of memberships number seems off. Please include “Roster Cleanup” in the subject line.
The sample PTA in this image has a little work to do to clean up the roster. WSPTA staff can help with that. 
MEMBERSHIP CARDS:
I have not heard about when the functionality for State sending membership cards will be active, but they are definitely working on it.
REVIEWING OFFICER INFO IN MEMBERPLANET:
Here is info regarding officer names and email addresses in MP:
Currently, there is only tracking for the following board positions: President, Vice President, Treasurer, Secretary, Membership, Communications, Reflections, and Advocacy. There is no option for adding other committee chairs or specialized Vice Presidents. Memberplanet plans to release enhanced functionality to improve the board and committee management experience later this year. If an available position has a co-chair, the additional chair can be added in to the singular field separated by an ampersand. Find this information under MP under Group Info then Additional Info.
REGION 2 MEMBERSHIP TRAINING MATERIALS:
Here are all the training materials from the May 23rd membership training seminar run by Region 2 (where I was a trainer): http://www.issaquahptsa.org/membership
MEMBERPLANET PAID THRU DATE/BANK INFO:
Technically memberships are good through 10/31 for state and national, so the paid thru date could be set to 10/31/20. However if you do that, MP won’t prompt you to send reminder emails to rejoin until the fall, so I don’t think that is a good date. OSP shifts current year members to past year members around 7/1, then people rejoin around 8/1 or after. The paid thru date could also be set to 7/1 (or 8/1, if you choose). Right now, just be consistent. All dates should be the same. That way if there is consistent standard in the future, it will be easy to bulk change all members. Please let me know what date you are using.
Some PTAs are not putting bank info into MP, because they will be cutting a check to pay for state and national dues. Since state will invoice you instead of debit what you owe, if you do not put in bank info, this is an alternative.
Please contact me with any issues,
Valerie Yanni
Membership Chair for Issaquah PTSA Council