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Checklist

New Officer Transition Checklist: Website

1 min read · Updated July 15, 2026 · Checklist

When new officers take over, they need access to the PTA website and should know the basics of how it works.

Checklist

  • ☐ Get your WordPress login credentials from the outgoing webmaster or tech committee
  • ☐ Log in successfully (add /pta-login to your PTA website address)
  • ☐ Locate the admin menu bar at the top of the page
  • ☐ Find and review your PTA’s homepage
  • ☐ Learn how to open the Page Builder (Beaver BuilderBeaver Builder is the drag-and-drop tool used to design and edit pages on the PTA website. You don't need to know any code to use it.) to edit pages
  • ☐ Review upcoming events on the calendar
  • ☐ Check that committee and contact information is current
  • ☐ Remove access for people no longer in their roles
  • ☐ Know how to create a new Post (for news and announcements)
  • ☐ Know who to contact for help (technologycommittee@montclairpta.org)

Notes

Don’t be intimidated by the website! Most of what you’ll need to do is straightforward — updating text, adding events, and creating posts. The tech committee is happy to walk you through anything.

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