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.

September: The launch month

September is launch month: the first general meeting, the membership drive, the fall fundraiser kickoff, and sponsorship season all land at once. In September a PTO board should run a short, welcoming first meeting, present the budget, open the fundraiser with clear money-handling rules, assign room parents, and get sponsorship letters to local businesses while their community budgets are still open.

Secretary

  • Publish minutes within a week

    Minutes published fast build trust; minutes published in November build conspiracy theories.

  • Build the membership roster as forms arrive

    Whatever counts as membership in your bylaws — dues, forms, or everyone — the roster determines who can vote later.

  • Give new chairs access to the shared drive

    Every chair gets last year's notes for their event. Institutional memory only works if people can reach it.

⏰ Deadlines that bite

  • Sponsorship window

    Local business community budgets close as fall ends — letters out this month, follow-ups in October.

📅 Start now, thank yourself later

  • Book the holiday shop vendor

    December shop vendors and inventory need commitments by early October.

  • Plan conference-week meals

    October–November conferences mean meal signups — and an allergy check against the favorites collection.

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

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