Guide packet
New PTO treasurer handoff notes
A plain checklist for volunteers inheriting cash boxes, reports, forms, and event records.
Packet note
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.
Packet note
Focus on records, not credentials
Do not ask for bank numbers, tax IDs, logins, student data, or private donor data.
Use the checklist to identify which records exist and who is responsible for official access.
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