Drowning in a mess of disorganized bank statements, reimbursement requests and receipts as Parent Teacher Organization (PTO) Treasurer?
That’s a huge indication that it’s time to get organized and set up a PTO officer binder.
Let’s walk through the step by step process of setting up an organized PTO Treasurer binder.
Why Assemble a PTO Treasurer Binder?
A Treasurer binder gives you a home base for all PTO paperwork.
As a PTO Treasurer, you’re tasked with handling a lot of receipts, forms and documentation.
It’s easy for everything to end up as a jumbled mess in the bottom of a PTO tote bag if you’re not careful!
Organizing everything into a dedicated Treasurer binder provides a space for everything where you can always find what you need.
Supplies Needed
Here’s what supplies you’ll need to set up a PTO Treasurer binder for yourself:
- Printed copy of the planner kit from the Treasurer’s Success Kit (print at home or send the file to an office supply store)
- Three ring binder at least 2 inches in size.
- Hole punch
- 3 ring pocket inserts
How to Assemble Your PTO Treasurer Binder
Assembling a PTO Treasurer binder is a straight forward process:
- Purchase the Treasurer’s Success Kit.
- Type your group information into the fillable pages (or write on the pages after printing).
- Decide which sections / pages you need and print.
- Organize sections with dividers in your preferred order, then punch holes on left side.
- Type your PTO’s name in customizable cover and spine label (or use the reformatted PTO or PTA cover), print and load into the binder.
- Type the divider tab names in your preferred order, then print, trim and attach to the section divider pages.
- Load the pages into the binder.
- Add a 3 ring pocket insert to the Bylaws section, then load a printed copy of your PTO’s Bylaws and Standing Rules.
- Add a page protector behind every month and add receipts and paperwork to them as they’re received.
- Bring the binder with you to PTO meetings so you’ll have everything you need at your fingertips.
The Treasurer’s Success Kit: Treasurer Binder
Assembling a useful PTO Treasurer binder isn’t hard, but figuring out exactly what to put in it can be.
So many school parent group Treasurers step into the role without much training, and they’re already consumed with figuring out things like:
What information should be included in the binder and how to structure the binder?
What’s the best way to organize it so you can actually find things?
How can I make the binder into a helpful tool and not just something that looks pretty?
Thankfully, I’ve done all the hard work for you so you can start gathering information and easily assemble the ultimate resource for PTO/PTA Treasurers!
My 50 page, ready-to-print kit, includes templates, worksheets, checklists, and planner pages for all your role as group Treasurer.
Simply print the pages, fill them out, then insert them into your binder! Easy, peasy.
Peek Inside the Treasurer’s Binder Kit
The Treasurer’s binder kit comes with a customizable front and back binder cover and a printable spine label with a pretty rainbow geometric pattern.
The genius structure of the binder comes from 20 separate sections.
There’s a place for everything and when you follow this system, you’ll always know where everything is.
After printing out the Treasurer’s binder pages, follow the included set up instructions or freestyle it if you have a vision for a customized version.
Either way, this system will give you an organized Treasurer binder in just a few minutes!
The PTO Treasurer binder kit also comes with loads of forms and suggested weekly, monthly, annual suggestions actions to take.
This means you don’t have to think of what Treasurer templates to make.
Nor will you have to worry about formatting the forms yourself.
The editable version of the kit gives you the fullest range of possibilities to customize the Treasurer templates to their fullest.
Buy your copy of the Treasurer’s Success Kit today!
Watch this!
This video also dives into using a PTO Treasurer binder to get organized, so give it a watch!
More Tools for PTO Treasurers
As a PTO/PTA or Booster Club Treasurer, you’ve got enough on your plate and don’t need another full time job.
Stop spending precious volunteer hours battling confusing spreadsheets and struggling to make sense of your group’s finances.
The Treasurer’s Finance Manager is your all-in-one solution, designed with your unique needs in mind.
Imagine: auto-magically generated reports, budgets that update themselves, and complete financial transparency without having to do any math.
Finally, a user-friendly tool that saves you time, reduces stress, and delivers exactly what you need to easily manage your group’s money.
No fluff or confusing features, it’s all been distilled down to a streamlined, low learning curve experience that anyone can do.
Purchase once, use forever!
Empower Your Role as Treasurer. Effective financial management shouldn’t be stressful. Instead of piecing together systems on the fly, imagine having a proven framework at your fingertips.
The Treasurer’s Success Kit provides that framework. This expertly designed system empowers you to manage your group’s finances with confidence and ease, saving you valuable time and eliminating unnecessary stress.
Experience the difference:
- Certainty and Peace of Mind: Know you’re covering all your bases, every time.
- Clear, Actionable Roadmaps: Follow a simple monthly plan for consistent success.
- Streamlined Organization: Enjoy a perfectly organized system that keeps everything in its place.
- Increased Confidence: Feel in control and prepared for any financial task.
- Simplified Record Keeping: Effortlessly manage past and present records.
- Instant Organization: Get set up and running in minutes.
Transform your treasurer experience!
