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
Truth time: spreadsheets used to be my nemesis too. Not exactly a math person over here (recovering attorney, not accountant).
That’s kinda why I built the Treasurer’s Finance Manager… a Google Sheets system that does the math for you.
Plug in your numbers and it builds your budget, tracks every transaction across up to three accounts, and spits out your monthly Treasurer’s Report in a couple clicks. No formulas, no fuss.
It’s a one time purchase, $99, no annual subscription creeping back on you every year. Buy it once, use it every term.
Grab the Treasurer’s Finance Manager here
Confession: I’m a recovering litigation attorney turned professional organizer who can’t turn off the systems brain, ever.
So when treasurers kept telling me they were piecing together deposit forms and monthly reports from scratch every year… I built the system I wish someone had handed my PTA.
That’s the Treasurer’s Success Kit.
Inside you get a fully organized binder and planner with ready-to-print forms for deposits, reimbursements, and vendor payments, and a 40 page Insider’s Guide that skips you past the mistakes I’ve seen treasurers make. You can add on the Treasurer’s Finance Manager, a system that builds your budget and reports for you. No math required.
Get it set up in about thirty minutes and spend the rest of your term actually running your group’s finances instead of reinventing them.
