Official Forms
|
| ||
|
| ||
|
| ||
|
| ||
|
| ||
Editable Templates
|
An agenda is informs the participants of the purpose of the meeting. This gives them time to prepare for the tasks, and enables them to make a meaningful contribution.
| ||
|
This form is to be used to request a check or reimbursement for an approved PTA expense. Note that only PTA expenses should be on a receipt.
| ||
|
This template will help you set up your communication plan for the year for the school and PTA. It's easier to meet each other's expectations when you know what they are.
| ||
|
This form is to be used to verify cash / checks before they are deposited into the bank. A minimum of two PTA members must be present and fill out the form.
| ||
|
This form is to be used prior to using a PTA debit card or other electronic transaction. There must be two signatures prior to use just as if you were using a check.
| ||
|
Meeting minutes are written, accurate accounts of the proceedings that take place at meetings. They should record important details, decisions and assignments.
| ||
|
This document goes over the information needed to announce when your nominations are ready. Be sure to customize according to the roles that your PTA / PTSA has.
| ||
|
This form is to set up an organization structure for the board along with email addresses. This can help keep contacts organized and provide a nice visual.
| ||
|
This is for your officers and committee chairs to fill out at the beginning of the year to submit plans for board approval. This document can be adjusted throughout the year as needed and approved.
| ||
|
This template will help you create an easy to edit annual budget and check register. Click HERE for a Google Sheets version.
| ||
|
This template will help you create an easy your local units standing rule. Click HERE for a Google Docs version.
| ||
Meeting Scripts
|
This script will guide you through how to host your monthly board meeting virtually while maintaining decorum and following Robert's Rules.
| ||
|
This script will guide you through how to host your end of year general meeting that includes the elections of your officers.
| ||