PTA President Planner for Google Sheets™, PTO Board Organizer, Officer Roster, Meeting Agenda, Event Budget + Handover Tracker

Nobody hands a new president a system. You get a group chat, a calendar with dates already on it, and a board of volunteers who all mean well.

This is the file that carries you through the three parts of the job that are actually hard: starting it, keeping it moving, and handing it on.

THE BEGINNING: work out what's yours

The first weeks are guesswork, and most of it is guessing what you're supposed to be doing. Put your board in once, with what each person owns and when their term ends, so "the treasurer has that" turns into something you can check instead of something you hope. Then get the year's dates down in one place, before somebody asks you about the fall festival in a hallway.

THE MIDDLE: catch it while it's still small

This is where a year quietly comes apart, and it is never at the event everyone is watching. An event with a date coming up and nobody's name on it turns red across the whole row and says NO CHAIR. Somebody said yes back in April and hasn't been asked anything since, so Next check-in tells you who. A category is already over its budget while there are still three months to go. The insurance renewal went past three weeks ago and nobody noticed, because nobody was watching for it.

You don't go looking for any of that. You open the file and the cards along the top have already counted it, in the order it needs you.

THE END: hand it on properly

Your term ends and the next person shouldn't have to start where you started. Where every account lives and who can get into it, and the what-we'd-do-differently notes you collected all year instead of trying to remember them in June. It'll never ask you to write down a password.

WHAT'S INSIDE

• The Year: one row per event. Type the date, the chair, the budget and how many helpers you need. Left, Signed up and Status sort themselves out. Cards along the top count what's still to come this month, what's got no chair, what's short of helpers, what's gone over budget, and how many must-dos have gone past.
• Must-Dos: the year that isn't events. Ten things a board owes whether or not anyone put them on the calendar: the IRS filing, the insurance renewal and whether you carry bonding as well as liability, the annual financial review, state registration, the budget vote, elections, the bank signatories, dues, bylaws, 1099s. Each says roughly when it falls and what it costs when it slips, and there's room to write your own dates and pick who owns each one. Nothing computes a deadline for you, because your state and your bylaws decide that, not a spreadsheet.
• Board: one row per officer and chair. It's the only place a name is typed, and it feeds every dropdown in the file. Term-end dates warn you before a handover sneaks up, and Next check-in tells you who you haven't spoken to.
• Volunteers: who said yes to what. Only a firm yes fills a spot, because a maybe's the difference between having help and hoping for it.
• Meetings: what the next one has to settle, and who's prepping it.
• Handover: where every account lives and who can get into it, plus your what-we'd-do-differently notes collected from the whole year.
• Start Here, which lays the job out in four parts: this week, this month, all year, and before you hand it on. Every tab name on it is a link.
• Settings, in plain English. Fill it in once and forget it.

WHY THIS ONE

A president's job isn't a ledger and it isn't a minutes book, so this is neither. It's the one file that holds your whole term, and it's built so you leave it better than you got it. The formulas are delete-proof, so clearing my sample year can't break anything, and there's no premium version hiding a tab behind a second purchase.

HOW IT WORKS

1. Buy here and you instantly get a PDF with your link.
2. Click the link and choose Make a copy. It's yours, in your own Google Drive™.
3. Fill in Settings once, put your board in, then your year.

GOOD TO KNOW

• Works free in Google Sheets™ on Mac, PC, Chromebook or a tablet browser. Nothing to install, no subscription, no account beyond a free Google one.
• Room for 60 events, 40 board rows, 400 volunteers and 30 meetings.
• A full sample year is filled in, deliberately imperfect, so you see every color before it's your event. Delete it when you're ready.
• Instant digital download. Nothing ships.

PAIRS WITH

The President Binder in this shop is this same job printed: your first 30 days, the officer check-in questions and the handover pages. Some presidents want the paper, some want the sheet, plenty keep both open. This planner's complete on its own.

For your own group's use. Please don't resell, share, or redistribute it. Digital product delivered instantly, so all sales are final. By purchasing and using it, you agree to the terms at getmarinette.com/terms.

Questions? Message me. I'm a real person and I read every message!

Google Sheets™ and Google Drive™ are trademarks of Google LLC. This template is an independent product and is not affiliated with, sponsored by, or endorsed by Google LLC.