PTO Today

Save time!

Just wanted to give everyone a heads-up that we have reorganized the popular File Exchange section of our site. We’ve added new categories, renamed a few, and moved around a bunch of files that were getting lost — so leaders can easily find the forms, flyers, letters, and surveys that they need. Hopefully, the changes will also take the guess work out of where to put something when you upload files to share with others.

Some new categories include:

• volunteer recruitment
• fundraiser forms & letters
• fun run, walk-a-thon
• spaghetti dinner
• holiday shops
• audits
• community service

New file additions of note include a slew of generic parent group logos and a new email opt-in form.

Thank you to all who have uploaded documents to share with fellow parent group leaders. We hear from leaders all the time that the file exchange is such  a powerful resource.  Happy sharing and swapping!

Which one did you use this fall?  Which one is the best choice for your group?

This is always a big discussion on our message boards and in our PTO Today community, mainly because the differences are so stark.  I recently received an email about this topic from an expert that brought a fundamental new concern into the debate.  I’ll explain below.

First, to set the table what we’re talking about here,  is whether you should run your fundraiser so that all sales are paid for up-front (pre-pay) or whether you should take orders and then collect money only at delivery time (post-pay).

I can give you three facts in this debate:

1. Almost all group will make more profit with post-pay– usually a lot more.

2. You will likely have a bounced check or two or get beaten in another way in post-pay (though #1 still applies).

3. There’s some extra work involved with post-pay, as sellers need to go back and collect money at delivery time.

This expert I heard from – a long-time salesman in the fundraising business – gave this perspective:

“A postpay sale is going to generate some “no pay” sales.  That’s a given as “the cost of doing business.”  It is also true that a postpay sale generates approximately double the sales volume of a prepay sale.  As an example, (one of my schools) had a total sales of about $4,500 on their prepay fall fundraiser in 2007.  They switched to postpay in 2008 and had a total sales of over $20,000.  They more than quadrupled the fundraiser profit that they could spend on behalf of the children, and did it with the same size of enrollment.  Yes, it takes a little effort to collect all the money, but they liked the additional money so much that they are doing a postpay sale again this fall.

A second reason relates to the issue of trust.  When parents are told they must have the money up front, they are reluctant to ask their co- workers to buy, lest the co-worker be insulted, thinking that the parent doesn’t trust them.  An even worse situation is one where a school will not accept checks at all. This indicates a severe lack of trust and is pretty much guaranteed to make parents decide not to participate at all.   If you have less than half the parents participating on a fundraiser, you have a lack of trust on the part of the parents in the school administration, simply because the parents feel that they are not trusted.”

The new factor for me was a discussion of how our credit card and debit card and online banking society has made prepay so difficult. Years ago in a prepay sale, the neighbor or co-worker or aunt or uncle pulled out a check and paid for their order on the spot.  Today, I haven’t carried a check in my wallet in several years, and I rarely have more than $20 or $30 in cash in my pocket. Many days, I couldn’t help the prepay seller, even if I wanted to.  The stats show that I’m far from alone in using plastic and online banking (and few paper checks) in my daily routine. This is a huge factor making prepay so difficult.

Hadn’t thought of that.

I’m interested in your take and your experiences on this. Did you prepay or postpay this year? Seeing any trends at your school? Love to hear ‘em.

PS – Are you following us on twitter yet?  @TimPTO and @ptotoday.

Seems there’s a lot of PTO v PTA action these days.  I’ve certainly been getting more than the usual number of emails and calls. And the news media has picked up the story several times of late.  The latest is a comprehensive feature in Washington Post on two high schools going PTO in Virginia and the related membership trends in that area.  The number that jumps out at me is that both those groups had 1,000 members. Wow.  Huge groups, but 1,000 members also means $3,000 per group in dues paid to state and national PTA.  Average PTA unit pays roughly $1,000 in dues.   (Note: you’ll find another fairly long take on the Woodson High PTA going PTO in this local paper coverage.)

And a third Virginia PTA going PTO is covered in this smaller article.

This Michigan feature looks at the whole PTO v PTA issue with the main conclusion that both groups do great work for kids.  We agree!

Obviously, it’s a lively issue.  Whether you’re a PTA thinking about switching to PTO or a PTO thinking about going PTA or even a brand new group deciding on a format, our new PTO and PTA Differences at a Glance chart should be a big help.

My advice to you this new school year: Stop worrying so much about attendance at your meetings. Focusing on who attends meetings is a sure-fire way to get depressed about your group’s progress and, frankly, a waste of your time and energy.

I’ve seen great groups that don’t have meetings. I’ve seen great groups that struggle to get even four people to meetings. I’ve seen great groups with excellent meeting attendance. They were great because of the work they did at their school, the involvement they fostered, the school community they helped create, the support they gave their teachers, the communication channel they created between school and home. Not at all because of their meeting attendance or lack thereof.

The fact is that meetings are boring and parents are busier than ever. I’d much rather have lousy meeting attendance and a highly successful family night (with lots of volunteers) than great meeting attendance and just a few sparsely attended events. No question.

Putting meetings in perspective is a key skill for a new officer. We also have a great section on the site about running better meetings. Hope you’ll enjoy both.

Every school year we read about new cases of embezzlement from parent groups. Sadly, in this case it’s a principal that is at the center of the alleged theft of PTO funds. Ugh.  Hate to hear these stories, especially when they are preventable.

With the new school year, it’s a good time to take a good look at your PTO group’s financial controls.  What are you doing to prevent theft? Does your group have insurance?  Is an annual audit part of your group’s standard procedures? Please take the time to read these articles and review your systems. It is our sincere hope that this information will reduce the number of thefts this school year.

By now the lastest issue of the issue of PTO Today should be in your PTO or PTA mailbox. Don’t let it sit there — lots of great stuff to make this your best year yet!

Some of the article highlights in this issue include:

• Yearlong Travel Theme Makes Learning Fun
• Creating a Long-Term Plan
• Get Out and Smell the Coffee
• Sample PTO Strategic Plan

Happy reading!

Ran across this article about membership in Iowa’s PTA groups and  the interesting discussion that follows. Good look at trends in Iowa state PTA membership (down to 13,000 members from 24,000 15 years ago).

Author, though, makes the classic mistake of equating lower PTA membership with less parent involvement in Iowa, when lower PTA membership really just means lower PTA membership. Odds are that a huge chunk of that decline is groups leaving the PTA to form independent PTOs. When that happens, involvement isn’t less; it just has a different name.

Also worth taking a read of the comments section. Good insight there as to what you’re up against (and how groups are often perceived) in trying to engage more parents. Is your group viewed as a clique? The answer to that question I actually wrote a column on this clique topic a couple of years back.

In our last post Tim talked about the importance of planning out your entire year. Good stuff. Once you have that down, consider thinking about long-term planning for your PTO group. Hot off the “press” is a new article about how to create long-term plans without the headaches. Read that for some practical tips, then check out our new Sample PTO Strategic Plan.

Summer is a great time for thinking about what you want to accomplish this year. It’s important not to get stuck in the brainstorming process, though. If you want your vision to become reality, it’s important to plan. Here are a few tips to help you get started.

Plan out your entire year. Write down all the activities, programs, fundraisers, etc. that you hope to run. Include when they’ll start and when they’ll end. Think about how much each one will cost (or raise), and think about how many volunteers you’ll need for each. You want to make sure that you have a balanced year, that you aren’t caught off guard, and that you have the resources you need at the time you need them. And by the way, it’s OK to change your plan along the way. Starting with a road map makes picking a new route a lot easier.

Plan to build involvement. How will you attract the volunteers you need and the participation you’re hoping for? Getting people connected to the school and to your group through family events and low-key activities is an important first step. Make sure a big part of your plan for the year focuses on building involvement. The better you do that, the easier everything else will become.

Use our tools. We have lots of free planning tools on ptotoday.com. Finances are not a sexy topic, but we have two terrific articles
that walk you through the basics of creating a budget for the year and figuring a budget for a specific event, even if it’s one you’ve
never run before. Our 2 Hour Power volunteer pledge program has proved to be a successful way to build involvement all year long. And ”9-Stress Busting Organization Tips” offers a nice list of objectives to make your year a success.

Your First Impression

What will be the first communication parents receive from your PTO this fall? What impression will it give? What spirit will it convey?

That’s my question for you this week, as I think it’s one of those things that can make or break a whole year of PTOing. Will parents get the sense that your group has its act together and is serious about doing really good work (in a fun, organized manner)? Will they get the sense that you’re all about serving the school and serving parents and creating community? Will the tone be upbeat and optimistic and appreciative?

Or will the first impression be you asking for money? Or you asking for anything? Will you come across as somewhat disorganized or even pessimistic?

If it’s the latter, trust me, you won’t be the only group — and yes, I know how busy you are and how little help you may have. But that’s a recipe for a whole year of struggle. Folks won’t say it right to you, but people are attracted to fun and put-together and welcoming groups. And they generally stay away from those people or groups that make them feel put-upon or that come across as scolding or needy. Is it right? No — parents should get more involved because it’s the right thing to do. But the reality is that more parents get involved when you as a parent group make that involvement more attractive.

Your first impression can go a long way to making it so. We have a ton of good content on communications and first impressions. And check out this list of 38 ways to start the year right.