The Year Wheel
Free · no loginWhat 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.
December: Holiday shop and half-time
December is a short sprint then silence: the holiday shop runs, school events stack up, and then everything stops for two weeks. In December a PTO board should run the shop cleanly, reconcile it immediately, thank staff before break, and use the quiet week for a half-year review — what worked, what to drop, and whether the budget is on track.
President
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Run the half-year review
One honest hour over break: budget vs. actuals, what fizzled, what to cancel in spring. Killing a tired event is a gift to every future board.
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Thank the board itself
The board thanks everyone else all fall. A handwritten note to each member over break costs nothing and retains officers.
Treasurer
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Reconcile the holiday shop fast
Daily counts already signed — final reconciliation and deposit before break, reported in January.
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Mind gift limits on staff and volunteer thanks
Commonly cited guidance keeps individual thank-you gifts modest (under ~$100) — generosity above that creates tax questions nobody wants.
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Half-year budget vs. actuals
Feed the president's review with real numbers — it's the mid-course correction meeting.
Secretary
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Mid-year records check
Minutes through December filed, roster current, event notes captured while chairs still remember.
Events & volunteers
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Run the holiday shop
Volunteers briefed on prices and the "budget envelope" kids, restock between classes, teacher schedule honored.
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Support winter concerts
Cookies and coffee in the lobby is cheap, easy, and the whole school sees the PTO being useful.
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Write the December debrief
Twenty minutes on what to order more/less of next year — December-you is the only one who knows.
📅 Start now, thank yourself later
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Book spring event vendors
Fun-run companies and auction platforms fill spring calendars in January — email over break.
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Teacher Appreciation Week seeds
TAW is the first full week of May; themes and big-ticket ideas start in February.
Prefer the readable version? Read the December guide · or see the whole PTO year at a glance.
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