Support for Your PTA!
The documents below will help you create structure for your PTA. You'll find agendas, Plan of Work, minutes templates, standing rules, procedure book information and more... Most are posted in an editable format so you can customize them for your needs.
Planning Calendar
- Annual Planning Calendar
- document NPTA - Goal Planning Guide (240 KB)
- document Plan of Work Template (46 KB)
- document Plan of Work Sample (48 KB)
Checklists:
- pdf President Checklist (133 KB)
- default Treasurer Checklist (58 KB)
- Good Standing Checklist
- document NPTA - Board Basic Responsibilities Checklist (181 KB)
- document NPTA - Fraud Prevention Checklist (180 KB)
- pdf Conflict of Interest Policy (193 KB)
Leading Meetings:
- Lead a PTA Virtually
- Running an Effective Virtual Meeting
- Virtual Meeting Infographic
- document Quorum - What's That? (39 KB)
- pdf Motions & General Membership Self-Help (405 KB)
- document NPTA - Meeting Tips (183 KB)
- document NPTA - Working with a Board - President Tips (181 KB)
Agendas and Minutes
- document President's Agenda Example (32 KB)
- pdf Meeting Agenda Example (126 KB)
- document Minutes Example (46 KB)
- document NPTA - Meeting Agenda Sample (180 KB)
- document NPTA - Meeting Minutes Sample (178 KB)
Standing Rules
- pdf Standing Rules vs Bylaws (177 KB)
- pdf Standing Rules Procedures (203 KB)
- document Standing Rules Template (42 KB)
Document Retention
- document Procedure Book Checklist (35 KB)
- document Permanent Records Binder Tabs (91 KB)
- pdf Sample Google Drive File Structure (215 KB)
- Treasurer records should be kept for seven (7) years. Full Record Retention Scedule
- Financial reviews (formerly called audits)
- Bylaws and standing rules
- Membership list
- Adopted budgets
- IRS 990 (copy of the confirmation email if you file the 990N postcard, or a copy of your 990EZ or 990) for the financial review period
- Insurance policies
- 501c(3) determination letters
- Sales tax exemption certificates (if applicable)
- Bank signatory paperwork (showing who is authorized to sign checks)
