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.

Treasurer

Reconcile the spring fundraiser

Platform fees netted out, real total reported to members within two weeks of closing.
Release the TAW budget with rules

Per-room amounts, what's reimbursable, receipt deadline — in writing to room parents before they spend.
Recruit the year-end review committee

Two or three members who aren't signers or their relatives, lined up now to review the books in July.

⏰ 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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