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.
June: Close the year properly
June decides whether next year starts from strength or from zero: the fiscal year ends June 30 for most groups, and everything that isn't written down or handed over evaporates over summer. In June a PTO board should enforce the reimbursement deadline, close the books, hand over binders, accounts, and passwords in one sitting, and run a final meeting that celebrates the year and formally seats the new board.
President
-
Run the final general meeting
Year in review with real numbers, thank-yous by name, formal seating of the new board. End on pride, not logistics.
-
Do the full handoff in one sitting
Binder, passwords, keys, contacts, and stories — two hours together, not a box on a porch.
-
Exit-interview the leavers
"What should we stop doing?" Departing officers give the most honest answers they've ever given.
⏰ Deadlines that bite
-
Fiscal year end — June 30
For most parent groups. Books close, reimbursement stragglers roll forward, and the review committee takes over in July.
📅 Start now, thank yourself later
-
It's July's list
The wheel turns — the new board starts at the top with the quiet reset.
Prefer the readable version? Read the June guide · or see the whole PTO year at a glance.
Get next month's list before the month starts
One email a month with exactly this — what your board should be doing, by role, before it's urgent.
One useful email a month — what your board should be doing right now. Unsubscribe anytime.