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PTA Event Planner
A PTA event planner for your whole school year of events: pick an event type and its task list builds itself, with due dates counted back from your event date. Start any time. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.
What it does
- Up to 25 events in one school year, with type, dates, location, chair, status, budget and goal; spent, raised, net, tasks done and days until fill in
- 14 ready-made event playbooks with 209 steps, from Welcome Back Night and Fall Festival to Field Day and Moving-Up; reword any step or add your own
- Tasks with phase, owner and a due date counted back from the event; done turns green, late turns red
- Event Detail: pick an event to see its info card, checklist, volunteer shifts, money and last year's notes on one printable page
- People with volunteer clearance expiry, Volunteer Shifts (room for 500) with hours per person, and Money with receipts and a per-event budget summary
- Home dashboard, a twelve-month Year Calendar, Vendors, Supplies and Debrief & Handoff for next year's board
- Opens in Excel and in Google Sheets
$19.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it looks like
What is in the bundle
- PTA Event Planner workbook: up to 25 events, 14 playbooks with 209 steps, room for 500 volunteer shifts and 500 money lines
- Filled Example: a fictional PTO's school year with 14 events, tasks, volunteers, shifts and money
- Open in Google Sheets (PDF): a Make a copy link for your own private Google Sheet
Works in
- Google Sheets (free; use the Make a copy link in the PDF)
- Microsoft Excel 2016 or newer, Windows or Mac, or Microsoft 365
- No macros, add-ons or subscriptions; not made for Apple Numbers or LibreOffice
Honest scope
This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.
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