PTOToday

A guide specially written for officers and committee chairs. Whether you're new to the job or a veteran, the Leader's Toolkit will give you the information you need to hit the ground running and pick up some new tools and skills along the way.

Topics in this toolkit include getting organized, getting your group focused, running a successful committee, communicating with parents and other leaders, finding your leadership style, and more, plus a monthly planning guide, teacher and volunteer surveys, and many other tools.

PTO Today Plus Members: Download the PTO Leader's Toolkit and all additional resources directly from the File Exchange. Learn more about Plus.

CONTENTS

Section 1: Getting Started

• You're In Charge! Now What?
• Organization and Recordkeeping
• Day-to-Day Binder for a PTO Officer
• Day-to-Day Binder for a PTO Committee Chair
• Meet the Players
• Planning for the Year Ahead
• Event and Meeting Calendar
• Surveys
• "Welcome Back" Packet
• Month-by-Month Guide
• Setting a Good Example
• Special Note for Coleaders

Section 2: Committee Leadership

• Getting Started
• Basic Committee Management
• Engaging Volunteers

Section 3: Working With Others

• Building Involvement and Finding Volunteers
• A Strong Executive Board
• Successful Delegation
• Working With Committees
• Working With Your School Community
• The Principal
• Teachers
• Support Staff
• District-Level Administration
• Working With Other Parent Groups in Your Area
• Dealing With Difficult Situations
  

Section 4: Leading the PTO

• Your Personal Leadership Style
• The Risks of Micromanagement
• What Kind of PTO?
• PTO Culture
• Fundraising Philosophy
  

Section 5: Running the PTO Business

• Bylaws
• Policies
• Meeting Management
• Tips for Effective Meetings
• Meeting Minutes
• Robert's Rules and You
• Financial Awareness
• Financial Controls
• Check-Signing and the Bank Statement
• Handling Money for Other School Groups
• Monthly Treasurer Reports
• Insurance
• Annual Audit
• Internal Revenue Service
• Record-Retention Rules
• Budgeting
• Contracts
• Nominations, Elections, and Voting
• Nominating Committee
• Elections
• Officer Transition Planning
  
  

Additional Resources

• Budget Sample
• Bylaws Sample
• Committee Chair Year-End Report
• Committee Orientation Folder Contents List
• Committee Orientation PowerPoint
• Event Effectiveness Evaluation Checklist
• Financial Risk Assessment Checklist
• IRS Decision Flow Chart
• Meeting Agenda Outline
• Meeting Minutes Outline
• Mission Statement Samples
• Month-by-Month Guide
• Officers Mini-Retreat Outline
• Performance to Budget Sample Report
• Robert's Rules for Leaders—Top 10 Things You Should Know
• Teacher Survey
• Volunteer Interest Survey
• Welcome Packet Outline

Price: $39.00 Plus Members: Download free from the File Exchange