What your board should be doing right now

Every month of the PTO year, by role — the tasks, the deadlines that bite, and the things to start now so they're ready later. Assumes a July–June fiscal year; adjust if yours differs.

April: Elections and the last push

April is when the next board becomes real: elections happen (with quorum!), Teacher Appreciation Week enters final prep, and the spring fundraiser closes out. In April a PTO board should run a clean election per the bylaws, start transition planning immediately instead of waiting for June, reconcile the spring fundraiser, and release the TAW budget to room parents with clear reimbursement rules.

Secretary

Record the election precisely

Motions, counts, who's elected to what — these exact minutes are what the bank asks for when signers change.
Draft the signer-change resolution

A board resolution naming the new signers, ready to execute July 1. The bank will want this language.

⏰ Deadlines that bite

Election meeting (bylaws)

Held on the noticed date with quorum — check your bylaws' quorum number before the meeting, not during.

📅 Start now, thank yourself later

Handoff binders assigned

Every officer and chair updates theirs in May while memory is fresh — not June 30.

Prefer the readable version? Read the April guide · or see the whole PTO year at a glance.

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