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!
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 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
Scheduling Meetings
Good Standing:
Bylaws & Standing Rules:
Membership Resources:
- Membership Card Template 2017-2018
- General Membership Benefits & Tips
- 101 Ways to Increase Membership
BENEFITS & SIGN-UP FLYERS
- Membership Benefits & Enroll Flyer- for Families (2pgs)
- 10_Reasons Flyer - Schools/Parents
- 10_Reasons Flyer - General Recruit
- 10_Reasons Flyer - Family/Educators
BENEFITS ONLY FLYERS
- Membership Benefits ONLY Flyer w/Hunt -State- National (1pg)
- Membership Benefits Summary Graphic (png)
- Membership Benefits Flyer from Virginia PTA
- Membership Benefits Flyer from National PTA
- Benefits of the PTA Flyers from National PTA
SUBMITTING MEMBERSHIP DATA (USING YOUR PTA ACCOUNT)
- Video Tutorials
- Website to access PTA Account (Membership Database): https://member.pta.org/manage-dues
- About your new PTA Account/aka the Membership Database (from Hunt)
- Manual for your using your PTA Account
- Dues Configuration and ACH Set-up Forms
- Membership Upload Excel Template
- Classic Dues Remittance Form
- Link for families to National PTA's Membership On-Line Join Membership Storefront
- Membership Database - Quick Start Guide
Treasurer Tools:
SET-UP
BUDGET SAMPLES
REQUESTS & MONTHLY REPORTS
AUDIT & TAXES
- 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
AUDIT & TAXES
- 501(c)(3) Request Form (also refer to above Good Standing forms)
Arts & Education (Reflections):
- 2017-2018 Reflections Flyer (From Hunt District. Customize it for your school & double-side w/ Student Entry Form.)
- Official Rules & Entry Form
- Judges Instructions, Rubric & Score Sheet
- See more on our Reflections Page
Nominating Committee:
Award Applications from Virginia PTA
PTA Newsletters:
- Hunt District Monthly News
- Local Unit Mailings (Communication from Virginia PTA to Presidents)
- The Voice (Virginia PTA bi-monthly electronic newsletter)
- PTA Takes Action (National PTA)
- PTA Parent (National PTA)
- Our Children Magazine (National PTA)
- Leadership Briefing (National PTA)
PTA Positions & Resolutions:
National PTA Video Resources:
- National PTA Webinars on YouTube
- National PTA Training videos
Tools & Tips:
- Hunt District PTA on Pinterest
- Software Tools & Tips
