1. Website admin rights and roles

Before you step down, make sure your successor has been added as an administrator so nothing falls through the cracks.

Once they are set up, you can remove your own admin rights under Admin > Settings > Roles by simply unchecking the Administrator box against your name.

If you would rather leave the platform entirely, you can request full account erasure via "My Account" - just make sure a successor is assigned first so your PTA does not lose access to its own website.

2. Adding or amending classes

Class lists change every academic year, and it is worth updating them as part of your handover rather than leaving it for the new committee to untangle later.

Our support FAQs walk through adding, amending and removing classes step by step, so incoming volunteers can keep class-linked events and communications accurate from day one.

3. Clearing and managing data

Take a look through your archived events and product groups and set a sensible "Purge Data Date" for each.

If you do not set one manually, the platform will default to purging data 90 days after an event ends - so it is worth reviewing this rather than leaving everything to chance.

A quick tidy-up here means the new committee inherits a clean, well-organised account rather than years of accumulated clutter.

4. Committee members

Keep your committee member records up to date as people join and leave.

Our support FAQs cover exactly how to add, edit and delete committee members, so your records always reflect who is currently involved.

5. Advising your community

Your parents and community deserve to know when there is a change at the top.

Use the email broadcast feature to let your community know about committee changes, say farewell, and share an update on ongoing fundraising - it is a simple way to keep trust and engagement high through the transition.

6. Website training and support

Spend some time with your successor showing them the basics: creating events, running volunteer reports and uploading documents.

Point them towards our support resources too, including the Facebook Community Support Forum, where other PTA volunteers share tips and answer questions.

7. Paperwork and key information

This is often the part that gets missed - and the part that causes the most headaches later. Make sure the following is documented and handed over clearly:

• Banking access
• Stripe account
• Insurance details
• Gift Aid records
• Lottery licences
• Supplier contacts
• Social media channels
• Risk assessments

A short handover document covering these points will save your successor hours of chasing down information.

8. Reviewing previous events

Before you go, take a look back through your event archive together.

Reviewing what worked well helps new committee members identify your most successful events, your most reliable vendors, and useful community resources - so they are not starting from scratch when planning the year ahead.

A final thank you

If you are stepping down from your PTA committee, thank you - your time and effort have made a real difference to your school community.

If you know another PTA, club or charity that could benefit from a free fundraising platform, we would love for you to recommend PTA Events to them too.