PTO Leader's Toolkit

PTO Leader's Toolkit

After your purchase is complete, you’ll receive instructions on how to download the toolkit.



Section 1: Getting Started
You're In Charge! Now What?
Organization and Recordkeeping
Planning for the Year Ahead
"Welcome Back" Packet
Month-by-Month Guide
Special Note for Coleaders

Section 2: Committee Leadership
Basic Committee Management
Engaging Volunteers

Section 3: Working With Others
Building Involvement and Finding Volunteers
A Strong Executive Board
Working With Your School Community
The Principal, Teachers, and Support Staff
Dealing With Difficult Situations

Section 4: Leading the PTO
Your Personal Leadership Style
PTO Culture
Fundraising Philosophy

Section 5: Running the PTO Business
Bylaws and Policies
Meeting Management and Robert's Rules
Annual Audit
Internal Revenue Service and Record-Retention Rules
Nominations, Elections, and Voting


Also included:

  • Sample Budget and Bylaws
  • Committee Chair Year-End Report
  • Committee Orientation PowerPoint
  • Event Effectiveness Evaluation Checklist
  • Financial Risk Assessment Checklist
  • Meeting Agenda and Minutes Outlines
  • Sample Mission Statements
  • Performance to Budget Sample Report
  • Robert's Rules for Leaders—Top 10 Things You Should Know
  • Teacher and Volunteer Surveys
  • Welcome Packet Outline