Skip to main content
Operations & planning
Free template

Parent-Teacher Meeting (PTM) Checklist

A PTM only works when the teacher walks in prepared with each child’s attendance, marks, behaviour notes and clear next steps — and follows up afterwards. This checklist helps class teachers and coordinators run focused, well-documented parent meetings, organised into what to do before, during and after the meeting.

Before the PTM — logistics

  • Fix the date, time slots and venue; share the schedule with parents in advance

  • Send reminders via the parent app / SMS with each family’s time slot

  • Prepare a sign-in sheet or digital check-in for attendance

  • Arrange seating, display material and student work samples

  • Confirm which parents need an interpreter or a separate private slot

Before the PTM — per-student prep

  • Print or pull up each student’s attendance summary

  • Compile latest test / exam marks and subject-wise performance

  • Note strengths and two or three specific areas to improve

  • Record any behaviour, discipline or health observations

  • List pending fees or documents to mention discreetly

  • Prepare one concrete, actionable suggestion per child

During the PTM

  • Open with a positive note about the child before concerns

  • Share attendance and academic progress with evidence (marks, work)

  • Discuss specific, achievable next steps for home and school

  • Listen to parent inputs about the child’s health, habits and home study

  • Agree on a follow-up action and who is responsible

  • Keep to the time slot and note key points during the conversation

After the PTM — follow-up

  • Record meeting notes and agreed actions against each student

  • Share a short summary or action point with parents via the app

  • Flag students needing counsellor, remedial or special-needs support

  • Follow up on fee or document commitments made during the meeting

  • Update the coordinator on parents who could not attend

  • Schedule the next check-in or PTM date

Get this as a ready-to-use template

Prefer a printable copy plus our 25-point School Digitalisation Checklist? Enter your email and we'll send it across.

Free: The School Digitalisation Checklist

25 checkpoints across records, attendance, fees, communication, and compliance — score your school in 5 minutes and see exactly where time and fee revenue leak.

Frequently Asked Questions

For each student, a teacher should have the attendance summary, latest marks and subject-wise performance, notes on behaviour and health, any pending fees or documents to mention, and two or three specific, actionable suggestions. Preparing per-child means the meeting focuses on evidence and next steps rather than generalities.

A productive PTM covers the child’s attendance and academic progress with real evidence, specific areas to improve, and agreed next steps for home and school. It should also give parents space to share observations about the child’s health, habits and home study, and end with a clear follow-up action and a date for the next check-in.

Run all of this on Edutris

Admissions, TCs, fee receipts, reports and a parent app — simple tiers from ₹2,999/month, no per-student add-ons.