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How to Establish a PTOHow to Establish a PTO

presented bypresented byMarlon Cousin, Title I CoordinatorMarlon Cousin, Title I Coordinator

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PTA vs. PTOPTA vs. PTOWhat is the Difference?What is the Difference?

• The technical differences between a PTA and a PTO are fairly simple.

• The National PTA is a formal membership organization headquartered in Chicago with a 105-year history of working for children.

• Local groups that choose to belong to the PTA must pay dues to the state and national organizations and abide by state and national group rules.

• In return, they get member benefits, and they get a voice in the operations of the larger organization.

• PTO, on the other hand, is a more generic term. It generally represents the thousands of groups that choose to remain independent of the PTA.

• These are most often single-school groups that operate under their own bylaws and by and large concern themselves with the goings-on at their building or in their town only.

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First StepsFirst Steps

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1. Gather a small group of 1. Gather a small group of like-minded parents. like-minded parents.

• This is not the time for a large committee that could get bogged down in unending and unproductive discussion.

• Seek out three or four other parents who share your vision of starting a parent group.

• Get together in a relaxed setting and share ideas about why you want to start a PTO.

• Write them down so you can use the ideas to develop a list of benefits.

• Be open with discussion. Talk about how much time you are willing to devote to the PTO.

• Be sure you know where everyone stands.

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2. Develop a purpose or mission 2. Develop a purpose or mission statement for your PTO.statement for your PTO. • This is a broad

description of what you see as the core reason you’re forming a group.

• Here’s an example you can start with:

The purpose of the PTO is to enhance and support the educational

experience at [Our School], to develop a closer connection between school

and home by encouraging parent involvement, and to improve the

environment at [Our School] through volunteer and financial support.

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3. Brainstorm a list of benefits and a 3. Brainstorm a list of benefits and a preliminary list of activities.preliminary list of activities.• Benefits include ways in which

the school, students, and parents will benefit from a PTO.

• For activities, put down a few major ideas.

• Be sure to emphasize building parent involvement over fundraising.

• The most important thing your group can do is get more parents connected with the school.

• Once you do that, everything becomes easier.

• Write down your ideas; you will use them to develop your kickoff letter, your fundraising plans, and your future committee structure.

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4. Brainstorm fundraising ideas.4. Brainstorm fundraising ideas.

• There are dozens of possible fundraisers spanning a wide range of activities and products, from bake sales to fun runs to auctions to traditional product sales.

• There are two key differences between fundraisers: how much money you can make and how much effort you have to put in.

• Product sales like wrapping paper, candy, cookie dough, and the like are popular because you typically can make the most money with the fewest number of volunteers.

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5. Adopt a fundraising policy.5. Adopt a fundraising policy.

• Keep in mind that fundraising shouldn’t be your number one goal.

• Having a reputation as “just a fundraising group” can kill your chances of attracting volunteers and new leaders.

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Here’s a sample fundraising policy for you to Here’s a sample fundraising policy for you to consider:consider:

[Insert School’s Name PTO] will strive to raise funds to cover its annual budget, and no more. The PTO will limit our fundraising programs to two per school year, unless we fail to meet budget.

The PTO will strive to use the money raised in one year to benefit the school in the same year, other than a practical amount of funds to carry into the start of the next school year. Special fundraising

programs can be approved to raise extraordinary funding for long-term capital projects. These funds will be kept separate from the PTO’s operating budget and dedicated to the intended purpose.

PTO funds will always be used in accordance with the PTO’s mission.

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6. Write it all down.6. Write it all down.

• Document the details of your plan, which will in turn drive all your efforts during startup.

• Make it easy to read, nice-looking, and clear.

• Document minutes of all your planning meetings, especially when you adopt bylaws and policies, and assign officer titles.

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7. Meet with the principal.7. Meet with the principal.

• Present your idea, your plans, and your desire to work together.

• Then listen. Keep in mind that you are not creating the principal’s personal fundraising team.

• You are forming a partnership with school.

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Questions/Comments…Questions/Comments…

Marlon K. Cousin, Title I Coordinator for Family Involvement & Community Engagement

(225)922.5593

mcousin@ebrschools.org