Planning & Organization

Everything you need to know to get yourself and your group organized and running efficiently.

  • Getting (and Staying) Organized

    How time-savvy leaders keep track of busy schedules and lengthy to do lists.

  • Bylaws & Nonprofit Status

    Articles and tools for creating, revising, and understanding your PTO bylaws, creating sound policies for your PTO or PTA, and becoming a nonprofit PTO with 501(c)(3) tax-exempt status.

  • Insurance for Your Parent Group

    Affordable packages to protect against theft, injury, property damage, and embezzlement, so you can focus on what matters most.


Planning and Organization Topics

  • Long-Term Planning

    Creating a strategic long-term plan can help your group reach its goals.

  • Writing a Mission Statement

    Talking clearly and intentionally about group goals can inspire your PTO and help make decisions to achieve them.


Organizational Tools

  • Annual PTO Planning Calendar

    A list of national holidays and other observances during the school year, such as Family Literacy Day, Random Acts of Kindness Week, and Black History Month.

  • President's Planning Checklist

    Breaking your work into manageable chunks can help you have a successful year. Our yearlong timeline of tasks can make it easier.

  • Monthly To Do Lists

    Suggestions of timely tasks to help organize your year.


More Planning Articles and Tips

  • A Year of Great Ideas

    Our parent involvement calendar is full of fun ideas and tips for every month of the school year.

  • Get Your PTO Up and Running

    Follow this road map for how to create a successful PTO or PTA. We outline key steps to success beyond organizational basics.

See all planning and organization articles