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.
January: The restart
January is the re-engagement month: families went quiet over break and won't return on their own. In January a PTO board should restart with an easy, fun draw rather than a business meeting, re-recruit volunteers with a fresh "new year" ask, issue any 1099s by January 31, book spring vendors, and quietly start succession conversations about who's leaving in June.
Secretary
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Refresh the public-facing info
Website, social bios, the office handout — half of it went stale since August.
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File fall event notes into the binder
Every fall chair's "what I'd do differently" captured before it evaporates.
⏰ Deadlines that bite
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1099-NEC — January 31
For contractors paid $600+ in the prior calendar year. Applies to people, not incorporated companies.
📅 Start now, thank yourself later
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Auction donation letters
Item solicitation needs 8–10 weeks of runway before a spring auction.
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Nominating committee
Many bylaws require forming it 60–90 days before spring elections — check yours now.
Prefer the readable version? Read the January guide · or see the whole PTO year at a glance.
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