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.

May: Appreciation week and the handoff

May runs on two tracks: Teacher Appreciation Week (the first full week of May) and the transition machinery for the incoming board. In May a PTO board should execute TAW at full effort, hold a joint old-board/new-board meeting, get every handoff binder updated while the year is fresh, queue the bank signer paperwork, and chase outstanding reimbursements before the fiscal year closes.

Treasurer

Queue the bank transition

Signer-change resolution passed, documents assembled, branch appointment booked for early July. New treasurer shadows the June close.
Announce the reimbursement deadline

A hard date in early June, repeated everywhere. Stragglers after June 30 roll into next year's budget and must be minuted.
Schedule the July financial review

Committee recruited in April, date on the calendar now, so the books close into a review instead of a void.

⏰ Deadlines that bite

Teacher Appreciation Week

Nationally, the first full week of May — confirm your school observes it then.

📅 Start now, thank yourself later

Summer contact plan

Collect personal emails for board members before school addresses go quiet.
Draft August's launch

Back-to-school plan sketched before everyone scatters — July-you will be grateful.

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

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