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.

July: The quiet reset

July is the parent-group new year: the fiscal year rolls over (most groups end June 30), officer transitions finish, and next year gets sketched while school is out. In July a PTO board should close last year's books and run the financial review, update bank signers, hold the outgoing/incoming handoff, and block out the event calendar before vendors and school rooms book up.

Events & volunteers

Book the big-ticket vendors

Fun-run companies, holiday-shop vendors, and popular venues book out months ahead. A July email gets you the good dates.
Map events against the school calendar

Check for conflicts with picture day, testing windows, and other schools' festivals before you print anything.
Recruit fall event chairs

Every fall event needs a named owner by August. "The board will handle it" means the president will handle it.

⏰ Deadlines that bite

State annual report / charity registration

Several states tie nonprofit filings to fiscal year end — check your state's deadline now, not when the late notice arrives.
Insurance renewal

Many group policies renew over the summer. Confirm coverage before your first event, not after.

📅 Start now, thank yourself later

Prep the staff favorites survey

Staff goodwill peaks the week they return in August — have the link ready to send on day one.
Draft the back-to-school table plan

Membership form, volunteer signup, and calendar handout for orientation night.

Prefer the readable version? Read the July guide · or see the whole PTO year at a glance.

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