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
• NPTA – Goal Planning Guide
• Plan of Work Template
• Plan of Work Sample

Checklists:

• President Checklist
• Treasurer Checklist
• Good Standing Checklist
• NPTA – Board Basic Responsibilities Checklist
• NPTA – Fraud Prevention Checklist
• Conflict of Interest Policy

Leading Meetings:

• Lead a PTA Virtually
• Running an Effective Virtual Meeting
• Virtual Meeting Infographic
• Quorum – What’s That?
• Motions & General Membership Self-Help
• NPTA – Meeting Tips
• NPTA – Working with a Board – President Tips

Agendas and Minutes

• President’s Agenda Example
• Meeting Agenda Example
• Minutes Example
• NPTA – Meeting Agenda Sample
• NPTA – Meeting Minutes Sample

Standing Rules

• Standing Rules vs Bylaws
• Standing Rules Procedures
• Standing Rules Template

Document Retention

• Procedure Book Checklist
• Permanent Records Binder Tabs
• Sample Google Drive File Structure

• 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)

Treasurer Tools