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A little planning and organization now will help you breathe easy the whole year through.

by Gailen Runge

10/14/2021

Let’s face it, in the vibrant world of parent groups, last-minute worries crop up. The speaker for the meeting shows up 20 minutes late. The three late additions to the field trip mean you’re a car short. Somebody’s handwriting is illegible on the fundraiser order forms, causing you to order too little—or too much.

But you can avoid the full-fledged crises that bring on major migraines, knotted stomachs, and the occasional chocolate binge. It just takes a little planning and organization to keep the stress meter below the red zone all year long. Not only that, but later in the year people will be wondering just how you do it. There are so many things to worry about, yet you seem so calm. What’s your secret? Your secret is you’ve been organized from the start. Here are nine planning and organization tips.

1. Get in your zone.

You’re busy. You have kids and commitments. Sometimes it seems like you’re living life on the fly. To be a successful parent group leader, you need to create a little calm among the craziness. Set aside a corner of your house—a desk, a bookcase, the computer table, even a large box under the counter—to organize all your PTO materials and resources. Keep your books, calendar, notes for upcoming projects, and anything else PTO-related in this space. Make sure your contact list is easy to get to! Keeping your tools centralized is easy, and it’ll have a big effect on your organization and efficiency throughout the year.

2. Acquaint yourself with your resources.

Wouldn’t it be great to have a broad support system of information and advice in place? You’d always have access to a wealth of ideas and solutions for the inevitable challenges and surprises that arise. Well, you can do it. The basis of your network can be past board members and officers. If last year’s president is a little burned out or too busy, what about the president from the year before? Or the year before that? Get their contact information from other board members or the principal. Don’t be afraid to seek advice from long-standing members of the group. Even if they aren’t officers, they’ll have insight into how things work, as well as what worked in the past and what didn’t.

Leaders of other parent groups generally are happy to share information, too. Call or email the leaders of two or three local groups at the beginning of the year to introduce yourself. Wish them a good year, and suggest that if there’s anything you can do for mutual support, you’d be willing. This initial contact could really pay off later when you need advice.

Challenge accepted! Concrete steps for a great start to the school year

3. Build the lines of communication.

If you have several members or a number of willing volunteers, create a phone or email tree. You should never have to contact 20 or 30 people by yourself. This is a simple job that easily can be shared. Pick out five people that you’ll call (or text or email), and give each of them five people to call. That’s 30 people notified of important information, such as a time change for a meeting or event, and you had to contact only five of them. Set this up now. That way you make sure everyone gets the message when something important comes up.

Consider making email templates for your common correspondence. If you send an email each month notifying members of the meeting date and time, create a brief letter that can be used over and over. Just update the pertinent information each time you use it.

4. Jump-start the important stuff.

Set your priorities based on activities that are time-sensitive or need a lot of lead time. For example, if you’re in charge of programs, speakers might get busy early, so book the main speakers as soon as possible, then fill in the rest of the details as the events approach. If you’re hosting a chicken dinner off school grounds, you might need to rent a hall well in advance. Any event that needs to be coordinated with the school district, such as a fair that requires school district equipment, should be on the district calendar before the weekends book up.

5. Drop them a line.

Do you have a membership questionnaire? If so, get it out to as many people as possible. If not, create one. A good questionnaire provides information on people’s interests and gives you an easy source of contact information.

Distribute the questionnaire at kindergarten orientation and at open house—two opportunities you have to connect with parents. But don’t stop there. Do a mailing to parents—both members and nonmembers. The questionnaire should explain the different duties in the PTO and ask parents what they’d be willing to help with. Include everything from baking for a sale, typing, and being on the phone/email tree to chairing or cochairing a committee. You might also ask parents what they’d like to see the group do and what events they’d like to attend.

The key to making these questionnaires work is to use them. Don’t just put them in a folder. Take the information off them and create:

  • A database of phone numbers and email addresses for the phone and email trees.

  • A list of event ideas and suggestions, just as you would in a brainstorming session.

  • A list of volunteers, including specifics of what they’re willing to do.

To really get on top of your year, give a separate questionnaire to the teachers to ask what they need and want from the PTO. That way you can be prepared, and you minimize surprises. You can also ask what level of involvement they want to have this year so you’ll know which teachers to call on.

6. Create your own PTO directory.

Here’s a great idea from Huntertown (Ind.) Elementary’s Wildcat PTO. Copresident Joe Hyndman created a yellow pages for committee chairs using the information he received from returned questionnaires. Hyndman divided his booklet into separate listings, such as typing and baking. “The challenge is always getting more parents to volunteer,” he explains. “I want to make it easier to be the chairperson or tackle a task.” Chairpeople get a copy of the “PTyellOw Pages” to find the volunteers they need.

“There’s also a heading for people willing to be on a two- or three-person team to chair a committee. This makes it easier for people to get involved and gets people looking beyond their own circle of friends,” Hyndman says; using the PTO yellow pages spreads the labor around so no one individual gets called all the time, and all the parents who volunteered get to be involved.

7. Make a paper trail.

As president, you need to be organized, but so do your chairpeople if you want the year to run smoothly. Each chair should keep a procedures book. You can prepare a procedures book for them. The procedures book is a three-ring binder or electronic file containing your PTO’s bylaws, minutes from meetings, budgets, a board roster, and treasurer’s notes, among other information. For each chair, add any information you have from the previous year’s chair and other information you think would be useful. For your publicity chair, for example, add the names of local education reporters and contacts at the television stations. Include copies of old press releases to give them a head start. For fundraising chairs, include notes from past fundraisers. Also include catalogs and website URLs from vendors, along with notes about the contacts—who was easy to work with, for instance.

Each chairperson should add information as the year goes on, then pass the info to the next chair. Each chairperson also should include notes and plans for their specific tasks, including a follow-up for each event or project with feedback about what worked and what didn’t. With this in hand, events are easier to run from year to year. It’s also important to keep track of every committee’s expenditures so that you’ll know how to set up the budget for the next year.

As an alternative or addition to the binders, you can keep a folder for each event and store them in a portable file such as a milk crate. Each event—chicken dinner or plant sale, for instance—gets a folder, and the chairperson is responsible for filling the folder during and after the event. The folder should contain the procedures for that event, what the event entails, how far in advance the tasks have to be done, and vendors contacted in the past.

8. Lay the foundation for publicity.

Do you think you need publicity? Publicizing your group’s activities is a great way to find new members. Furthermore, publicity such as a photo in the local newspaper or a general interest item on local TV news is a great pat on the back for the person running the event. What a way to get volunteers excited!

Getting publicity for your events will be easy if you set up contacts from the start. One way to get a foot in the door with local media is to call local education reporters and offer to be a source of information about schools. If you help them out or at least introduce yourself, it’ll be easier when you want your event covered.

As you plan your calendar, keep in mind events that are picture-worthy. A photo of children sitting behind desks might not light a fire in an editor’s heart, but photos of kids planting trees, participating in a walkathon, or visiting with senior citizens will be easy sells.

9. Cultivate successors.

It’s not always easy to find willing volunteers for key spots on the board. As you well know, the work can be intense. But you don’t want just warm bodies filling the slots. You’ve worked hard, and you want the group to run as well as it has during your term. Three weeks before elections is no time to be scrambling to think of candidates.

For possible candidates, consider people who’ve been helpful and organized. Those who have been given strong assignments are good choices. If they got support with those assignments and then were thanked and celebrated for their success, they might even be eager for a leadership position.

Partnerships also can work well. Copresidents or co-board members should have complementary skills. Hyndman’s copresident at the Huntertown Elementary PTO, Linda Anderson, has a good connection with the parents and teachers. Hyndman enjoys working behind the scenes on communication and the technical side of events. Talk to possible candidates about the job as the year goes on. Starting early lets you train successors easily as you accomplish your normal duties.


A Fast Start

Here are two ideas to save for the end of the year. If you do them in June, you’ll get next year off to an even faster start.

Year-at-a-glance: Set next year’s dates in conjunction with the principal at the end of this school year. Make sure the principal sets those dates on the school and district calendars. This prevents scheduling problems with the school and also lets parents plan ahead around events. With a big annual calendar, you can also space out events so that the individuals and committees involved don’t get overwhelmed. And if you have your calendar set up early, you can publish it on a refrigerator magnet to send out to your members.

Meet early: Hold a goal-setting meeting for newly elected officers before they take office. Hosting an event with the current and future boards creates a forum for the outgoing officers to pass on useful tips and hints. The new president should also have new board members meet to get to know each other early in summer. They can share ideas then get the brainstorming going. If you get some events and activities nailed down—and if you have volunteers—you can get people moving early.

Originally posted in 2002 and updated regularly.

Comments   

# Tracy 2009-07-29 16:33
I loved the PTO yellOw pages idea. Everything in the article was very helpful.
# Shelly 2009-07-31 16:30
We added business information to our school directory. If you have a child in the school you can submit specific information about your business. We have a disclaimer that publication is not an endorsement . The families love going to local businesses with school connections.
# Angela 2009-09-27 06:10
I am a Guidance Officer from Trinidad, West Indies. I work in three elemenary schools. My smallest school has a population of 76 childen. We are in the process of "overhauling" our pta. Your ideas have been great. I plan to throw some of your ideas out to our pta. The communities are very low income and we do not have a budget to work with. I love your movie night, fittness night, family game night ideas. I also liked the idea of the pto yellow pages. My only regret is that I am unable to download your files as my schools are not in the U.S. Thanks a bunch

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