Event guide
New PTO treasurer handoff notes
A plain checklist for volunteers inheriting cash boxes, reports, forms, and event records.
Section 01
Assume turnover
Booster and PTO roles turn over all the time, so examples and notes matter.
A good handoff packet explains what happened without forcing five follow-up calls.
Section 02
Keep credentials out of the worksheet
Do not enter bank account numbers, tax IDs, account credentials, student data, or private donor data in this tool.
Use the checklist to identify which records exist and who is responsible for official access.
Matching worksheet
Worksheet for this job
Checklist
What to include
- Current budget
- Recent treasurer report
- Cash box forms
- Deposit process owner
- Event packets
- Reimbursement process owner
- Sponsor promises
- Questions for outgoing officer
Sources checked July 31, 2026