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.

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.

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