May

• Download, read, sign, and keep with your Form 990 paperwork this Conflict of Interest form.  You may need to turn this form in with your Form 900 preparation materials.
• Meet with your outgoing president/officers to collect materials, transfer distribution lists, share user names, passwords, etc..  Review the year.
• Review your PTO bylaws and plan to update if necessary. If updated, send a new copy to the PPC for the file.
• Hold a transition meeting involving outgoing officers/chairs and incoming officers/chairs.  
• Meet with your treasurer to have them get your name as a signatory.  
• Schedule your yearly review of finances by an outside person.
• Meet with your principal to schedule regular meeting dates for the two of you, create a tentative schedule for your general PTO meetings and special events, and determine PTO hospitality duties for Back to School activities.
• Set a meeting date for your executive board toward the end of the summer.

June - July

• Rest!
• Meet with fundraising committee chairs regarding contracts, payments, prizes/incentives, Conflict of Interest Agreement, and sales tax changes (if any).
• Review monthly bank statements.
• Review the PPC leadership materials.
• Set goals for the upcoming year related to finances, fundraising, communication, participation/volunteers, teacher care, etc.
• Write your welcome letter for the August school newsletter and/or Back to School packet.
• Prepare committee folders/online resources.
• Update any PTO welcome materials for new parents and parents of kindergartners.

August

• Have a Welcome Back party for your new team:  introduce new members, share goals, walk through expectations, share PTO contact info. and meeting dates, and have fun!
• Have your treasurer provide your annual financial information to the PPC, which will be used to complete the PPC Form 990 to the IRS. (see the Treasurer's Handbook for details.)
• Prepare for your first meeting of the school year.
• Work with your principal on communications protocols between the PTO, parents, and staff.
• Listen to the "buzz" as people prepare for the new year!

September

• Sign and turn in to the PPC the Conflict of Interest Statement.
• Have your treasurer pay your PTO's share of the tax preparer's bill.