PTA Officer Transition Planning

Make sure the handover from outgoing to incoming officers is smooth sailing with this officer transition planning kit.

Set new officers up for success

A new school year is coming and there's a lot to be excited about! As your PTA's leadership changes, use these checklists to make sure nothing gets lost in the shuffle. And don't forget to follow any guidance from your State PTA.

President

It's smooth sailing ahead when you navigate your handoff with this checklist
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Treasurer

Keep all your must-do items in check with this Treasurer-specific transition list
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Vice President

You won't miss a beat with this checklist for a flawless Vice President handoff
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Secretary

Make the transfer from outgoing to incoming Secretary seamless
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All Board Members

Start officer transition planning before officer elections with this to-do list
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Fundraiser
To-Do Guides

Use these helpful guides to take your fundraisers to the next level
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Book a Givebacks orientation
for new officers

Get the tools you need to succeed