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New Board Starter Kit

Get the handoff, officer roles, first meeting, and calendar organized.

Created by Apex Leadership Co.

What should a new PTA or PTO board organize first?

Begin with the outgoing board’s handoff, officer responsibilities, financial access and safeguards, and the school calendar. Use your first meeting to assign owners and agree on immediate priorities.

What’s included

  • Board handoff and officer roles
  • Money safeguards
  • First-meeting planning
  • Election-calendar planning

How to get started

  1. Complete the outgoing board’s handoff.
  2. Clarify officer roles and financial safeguards.
  3. Run a first meeting with clear priorities and owners.
  4. Add key school dates and elections to your calendar.

Need a hand with your school fundraiser?

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