These forms, templates and quick links will help your entire board do their jobs and give your PTA the structure it needs to run smoothly year after year. Please also visit Management Tools for additional tools you may find useful.

Need some other type of template/sample, contact us!

President & Secretary Tools:

• ​​Local ​Leader Calendar Checklist​
• Local Leader Toolkit
• President Procedure & Records Binder Tabs Cover Page
• Sample Google Drive Folder Structure
• Sample Agendas - Minutes - Plans of Work
• Sample "President's Agenda" for your first meeting of the year
• Sample "President's Agenda" for organizing a new PTA
• Event Re-Cap (Variation on Plan of Work from Hunt District)
• Basic Board Responsibilities Checklist
• Frequently Asked Questions (FAQ from the VAPTA)
• Logo Library​​

Good Standing:

• Local Unit Good Standing Checklist
• ​2020-21 Officer Contact Form​​​

Bylaws & Standing Rules:

• Bylaws Frequently Asked Questions
• Bylaws Instructions & Templates
• Standing Rules Information​

Membership Resources:

• ​​Submitting Membership Data (Using Your PTA Account & Membership Cards) 
• What Does It Mean To Be a PTA Member?
• ​Membership Awards

Treasurer Tools:

SET-UP

• Treasurer Monthly Checklist
• Treasurer Permanent Records Binder Cover Page | (Word version)
• Complete Record Retention Schedule

BUDGET SAMPLES

• Sample from VA PTA
• Sample with Historical Comparison
• Sample with Profit for each Budget Item
• Sample that can transition into Monthly Report

REQUESTS & MONTHLY REPORTS

• VAPTA Template Toolkit (Treasurer Reports & Sample Request/Deposit)
• Consolidated Treasurer Request (pdf) // (Word version) Adjust instructions to your unit.
• Purchase Order (pdf) // (Word version) NOTE: MUST have 2 signatures - just like every check!! 
• Monthly Reconciliation (pdf)
• Monthly Treasurer Report that can double as Budget Document (pdf)
• Excel file of above samples you can use as a starting point

Financial Review & TAXES

• 501(c)(3) Request Form​ (also refer to above Good Standing forms)

• Local Unit Financial Review Process
• How to get the 990N Confirmation/Acceptance letter for the VAPTA​

Arts & Education (Reflections):

• Flyers, Rules and Important Dates

Nominating Committee:

• ​Nominating Committee and Election Instructions
• Flyer to Families to seek Officers & Committee Chairs 
• Questions to ask Candidates
• Candidate Checklist​

PTA Newsletters:

• Hunt District Monthly News
• Local Unit Mailings (Communication from Virginia PTA to Presidents)
• The Bulletin (Virginia PTA quarterly electronic newsletter)
• PTA Takes Action (National PTA)
• PTA Parent (National PTA)
• Our Children Magazine (National PTA)
• Leadership Briefing (National PTA)

PTA Positions & Resolutions:

• Advocacy Resources

National PTA Video Resources:

• National PTA Webinars on YouTube
• National PTA Training videos

Tools & Tips:

• Hunt District PTA on Pinterest
• Software Tools & Tips