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What You Need

19 years 3 months ago #99567 by pals
Replied by pals on topic RE: What You Need
Cbrooks here is the post youa re looking for I dont think it answers your question about a gavel but I thought I would bring it back

"When you stop learning you stop growing."
20 years 2 months ago #99566 by esaloca65
Replied by esaloca65 on topic RE: What You Need

Originally posted by esaloca65:
</font><blockquote>quote:</font><hr />Originally posted by Critter:
How about an easy, one stop shopping for a decent Roberts Rules summary book and Quicken or MS Money. Yes, you can order these things many places, or get them locally, but if PTOToday adds a "typical PTO budget" template to the software --- that's value add. And, because it's my personal soap box issue, a manual specifically on budgeting...hey, Tim, I've already written it
[img]smile.gif[/img]

Question for Critter:

Have you created a "what-worked binder" or "what didn't". We are a recently formed PTO and I am new to the position as VP fundraising. In my previous life I had a work in progress book that was sorda kinda an idea folder, plus ideas how to improve ect.. ANYONE HAVE SOMETHING LIKE THIS?? I would appreciate any input

THANKS A BUNCH

You could offer a link to a supplier for engraved nametags for the officers, an endorsement stamp for your checks, stickers for school volunteers, inexpensive tote bags (your logo/artwork silkscreened), address stickers and custom notepads...all things that can be easy to get, but if you had a page of "approved" links, that's even easier. Oh... and good PTO clipart!

I thought of more: templates or workplans for typical PTO events like bingo night, carnival, Donuts with Dad, Boo Hoo breakfast, Staff Appreciation Week, silent auction (this could be a real biggy), sock hop, santa shop, etc.

Not necessarilly full-blown kits like the family nights, but just enough info to help the committee get going and make sure they've thought of everything. Obviously, each PTO might have their own twist, but a template/workplan could save some up front planning time. Ideally, the past committee would have left this type of info (ha!), but if the event is brand new, the workplan is that much more valuable.

(note to pals...glad you like the forms. I've relied on them for 4 years)

</font>[/QUOTE]
20 years 2 months ago #99565 by esaloca65
Replied by esaloca65 on topic RE: What You Need

Originally posted by Critter:
How about an easy, one stop shopping for a decent Roberts Rules summary book and Quicken or MS Money. Yes, you can order these things many places, or get them locally, but if PTOToday adds a "typical PTO budget" template to the software --- that's value add. And, because it's my personal soap box issue, a manual specifically on budgeting...hey, Tim, I've already written it [img]smile.gif[/img]

You could offer a link to a supplier for engraved nametags for the officers, an endorsement stamp for your checks, stickers for school volunteers, inexpensive tote bags (your logo/artwork silkscreened), address stickers and custom notepads...all things that can be easy to get, but if you had a page of "approved" links, that's even easier. Oh... and good PTO clipart!

I thought of more: templates or workplans for typical PTO events like bingo night, carnival, Donuts with Dad, Boo Hoo breakfast, Staff Appreciation Week, silent auction (this could be a real biggy), sock hop, santa shop, etc.

Not necessarilly full-blown kits like the family nights, but just enough info to help the committee get going and make sure they've thought of everything. Obviously, each PTO might have their own twist, but a template/workplan could save some up front planning time. Ideally, the past committee would have left this type of info (ha!), but if the event is brand new, the workplan is that much more valuable.

(note to pals...glad you like the forms. I've relied on them for 4 years)

20 years 2 months ago #99564 by backhoed
Replied by backhoed on topic RE: What You Need
OK Tim, I think we need a "Virtual Bar" section on the discussion forms so that we can all meet and have a "virtual drink"

Bars open!.... todays special: Bahama Mammas
I will take one for now and one for after I finish the first one! School starts tomorrow here Yipee! [img]tongue.gif[/img]

We can take turns being the "Virtual Bartender"! ;)
20 years 2 months ago #99563 by kwtorres
Replied by kwtorres on topic RE: What You Need
Tim, we searched for a safe with a drop deposit slot. Lots of money goes into our safe, but only the Treasurer or the President can open it to make deposits.

Also helpful would be a list of all the "filings" a PTO might want to consider: 501(3)c, ficticious name, Employer ID, tax exempt status, IRS Form 990, Articles of Incorp, register with State to solicit, Bond/Insurance.

I've picked up information on most of these from the web site, but feel like I still may have missed something and need a comprehensive list.
20 years 2 months ago #99562 by C. Brooks
Replied by C. Brooks on topic RE: What You Need
ok husband, how does that couch sleep? ;)

I would like to use Access, but something more simple (with instructions) would be great.
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