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.

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

  • Refresh the public-facing info

    Website, social bios, the office handout — half of it went stale since August.

  • File fall event notes into the binder

    Every fall chair's "what I'd do differently" captured before it evaporates.

⏰ Deadlines that bite

  • 1099-NEC — January 31

    For contractors paid $600+ in the prior calendar year. Applies to people, not incorporated companies.

📅 Start now, thank yourself later

  • Auction donation letters

    Item solicitation needs 8–10 weeks of runway before a spring auction.

  • 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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