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
Read the material on the Planning Calendar page first.
Checklists
Read the material on the Standards of Affiliation and Treasurer Basics pages first.
- President Checklist
- Treasurer Checklist
- Standards of Affiliation Checklist
- National PTA: Board Basic Responsibilities Checklist
- National PTA: Fraud Prevention Checklist
- Conflict of Interest Policy
Leading Meetings
Read the material on the Effective Meetings page first.
- Lead a PTA Virtually
- Running an Effective Virtual Meeting
- Virtual Meeting Infographic
- Motions and General Membership Self-Help
Agendas and Minutes
Read the material on the Effective Meetings page first.
Standing Rules
Treasurer Materials: Recordkeeping
Read the material on the Treasurer Basics and Standards of Affiliation pages first.
- Sample PTA Books template (Budget, Treasurer Reports, Annual Budget Report, Transaction Register)
- Treasurer Binder and Cloud Drive Organization (can print this to put in your binder)
- Financial Review Form
- Record Retention Schedule (National PTA policy)
Treasurer Materials: Deposits and Payments
Read the material on the Treasurer Basics and Standards of Affiliation pages first.
- Treasurer Request Form (all-in-one document that covers the individual forms below)
- Excel version
- PDF version
- Word version (older version)
- Online Reimbursement and Check Request Form
- Individual Forms (archived here, but we recommend you use the all-in-one Treasurer Request Form above)
For more information on Treasurer documents, visit the Treasurer Basics page.
