The Year Wheel

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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.

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

  • 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.

  • 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

  • Reconcile the holiday shop fast

    Daily counts already signed — final reconciliation and deposit before break, reported in January.

  • 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.

  • Half-year budget vs. actuals

    Feed the president's review with real numbers — it's the mid-course correction meeting.

Secretary

  • Mid-year records check

    Minutes through December filed, roster current, event notes captured while chairs still remember.

Events & volunteers

  • Run the holiday shop

    Volunteers briefed on prices and the "budget envelope" kids, restock between classes, teacher schedule honored.

  • Support winter concerts

    Cookies and coffee in the lobby is cheap, easy, and the whole school sees the PTO being useful.

  • 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

  • Book spring event vendors

    Fun-run companies and auction platforms fill spring calendars in January — email over break.

  • 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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