President Planner for Google Sheets™ · For PTA, PTO & Board Presidents

Just took over as president? Know what’s coming and who owns it.

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 all three hard parts of the job: starting it, keeping it moving, and handing it on.

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Instant digital download · Works in free Google Sheets™ · Reuse it every school year

The whole term

The job has three hard parts. This is built for all three.

At the start: work out what you actually own

The first weeks are guesswork. Put your board in once and write down who owns what, so “the treasurer has that” becomes something you can check instead of something you hope. Then get the year’s dates down in one place, so you have an answer when somebody asks you about the fall festival in a hallway.

In the middle: catch it while it’s still small

This is where a year quietly comes apart. Something is three weeks out and nobody is running it. Someone said yes back in April and hasn’t been heard from since. You open the file and the top of the page has already worked out what needs you, in the order it needs you.

At the end: hand it on properly

Your term ends and the next person shouldn’t have to start where you started. Where the accounts live and who can get into them, your vendors, and the what-we’d-do-differently notes you collected all year, written down as you went instead of remembered in June.

What’s inside

Eight tabs, and none of them are busywork

The Year

Every event with its date, chair, budget, spend and status. Six cards along the top count what needs you. This tab is the whole planner; everything else feeds it.

Must-Dos

The year that isn’t events. Ten things a board owes whether or not anyone put them on the calendar: the filing, the insurance and whether you carry bonding as well as liability, the financial review, elections, the budget vote, the bank signatories. Put your own dates in and it tells you when one has gone past.

Board

One row per officer and chair, with what they own and when their term ends. Set a last check-in and it works out when the next one is due, then turns red when you’re late.

Volunteers

Who said yes to what. Only a firm yes fills a spot, because a maybe is the difference between having help and hoping for it.

Meetings

What the next one has to settle and who’s prepping it. Not the minutes, and not a to-do list. Just the decisions the room owes you.

Handover

Where every account lives and who can get into it, your vendors, and the what-we’d-do-differently notes collected from the whole year. It never asks you for a password.

Settings and Start Here

Your group, your event categories, your board roles. Five steps in plain English, each linking straight to the tab it’s talking about.

Why this one

Built so you leave it better than you found it

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: what has to happen, who agreed to do it, and whether it actually got done. Yellow cells are the ones you type in. Grey cells fill themselves in and are guarded, so you can’t wipe one by accident.

A full sample year is already in it, and it’s deliberately imperfect: the fall festival has no chair, the book fair is short of helpers, and the spirit wear sale went over budget. You see every color before it’s your event.

Room for 60 events, 40 board rows, 400 volunteers and 30 meetings. That’s written on the Start Here tab too, because you shouldn’t find out a limit by hitting it.

Reuse it every school year. File, Make a copy, and your board and your lists come with you while last year stays intact as the record.

Nobody hands a new president a system. Here’s one.

Instant download · Questions first? Email me. I’m a real person and I answer.

Get the President Planner on Etsy →

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