All guidesNew PTO treasurer handoff notes
A plain checklist for volunteers inheriting cash boxes, reports, forms, and event records.
Assume turnover
Booster and PTO roles turn over all the time, so examples and notes matter.
A good handoff packet explains what happened without forcing five follow-up calls.
Keep credentials out of the worksheet
Do not enter bank account numbers, tax IDs, account credentials, student data, or private donor data in this tool.
Use the checklist to identify which records exist and who is responsible for official access.
Sources & local guidance
Source links checked July 31, 2026
Use this as a handoff planning aid. Follow official organization procedures for accounts, records, and access.