PTA RESOURCES AND FORMS
Conflict of Interest Form
Council Dues Form–Due by the first Council Delegate meeting on September 19, 2024.
Local PTA Records Retention Policy
Plano Council Meeting Report Template
President
Six Month Checklists for Presidents
PISD Local Board Entry Information
The PT Avenue “End of Year” (EOY) Process – for a “Basic” version account - May 2018
Teacher of the Year Committee
2018 TOTY School & PTA Contract
Parliamentarian Forms
Nominating Committee
Nominating Committee and Chair Responsibilities
Sample Nominations Worksheet
Sample Letter To Nominating Committee
Sample Nominating Committee Report
Standing Rules Information
Texas PTA Standing Rules Info - 2017 Electronic Commerce
Financial Forms
- Check Request/Reimbursement Voucher - Updated 9/3/2015
- Deposit Voucher
- Council Dues Form (MS WORD .docx) | Council Dues Form (PDF) | NEW: Pay Online (Login Required)
- Checklist for Bank Statement Reviewer
- Financial Accountability
- SAMPLE Grant Request Form Note: Choose Review and Stop Protection to edit headings and then start protection again to keep form from being changed.
- SAMPLE Treasurer Books Cover & Spine
990 Filing
Financial Reconciliation
- Secretary Preparation for Reconciliation
- 2017 Financial Reconciliation And Report
- Workshop Presentation
- Generic Add Signature Letter
- Local PTA Reconciliation Report Form
- Local PTA Reconciliation Report Form Samples
- Outgoing Treasurer Reconciliation List
- Verbal Report and Irregularities
- Sample Treasurer Report for Outstanding Checks in Expense
Finance Templates and Tools
- Fundraising-Activity Report
- 2019-2020 Finance Quick Reference Guide
- Instructions IRS Form 990 N
- Sample Annual Report (Excel)
- Sample Annual Report (Word)
- Sample Monthly Treasurer Report (Excel)
- Sample Monthly Treasurer Report (Word)
- Before Leaving Office Checklist
- Sample Budget
- Cash Counting Sheet for Events
- Letter to Clarify Schools vs PTA
- Sample Financial Review Form
- Sample Receipt Forms
- Fraud Prevention Checklist
- Sample Credit Card Policy
- Financial Management Checklist
- Finance E-Banking Best Practices
- Records Retention Schedule
Membership Templates and Tools
- PISD Council's Multi Language Brochure 2020 (Includes: English, Spanish, Vietnamese, Chinese, Urdu, Farsi, and Bosnian/Montenegro/Serbian)
- National PTA's Membership Quick Reference Guide
- Download the Texas PTA's Membership Chair Resource Guide
- Customize Membership Flyer for Your Local PTA
- Download the Dues Refund Policy from Texas PTA
- Download the Sample Membership Survey from National PTA
- PISD Council of PTAs Dues Form
- Texas PTA Membership Awards
- Life Membership Timeline
- Life Membership Nominating Form
- Example of a Life Member and/or Extended Service Nomination Form
Documents previously available at www.ptakit.org (National PTA Local PTA Leader Kits); now requires account login:
- Back Pack Bundle
- Connect with Your Child’s School & Community (Spanish Version)
- You are Your Child’s Advocate (Spanish Version)
- Today’s PTA Poster (Spanish Version)
- 15 Things You Can Do to Engage In your Child’s Education (Spanish Version)
- Membership Growth Plan Worksheet
- Sample Membership Growth Plan
- PTA Engagement Activity Planning Template
- Welcome to the Unit Email
- Mid Year Status Email
- Renewal Letter
- Sample Membership Form
- Membership Marketing - Join Today's PTA Flier (Spanish Version)
- Why PTA? Recruitment Tool
Program Templates and Tools
Documents previously available at www.ptakit.org (National PTA Local PTA Leader Kits); now requires account login:
- Programs Quick Reference Guide 2017-2018
- Action Plan
- Budget Worksheet
- Program Announcements or Newsletter Brief
- Event Registration Sheet
- Sample Resource Request Letter
- Sign-In Sheet
- Program Evaluation Tools
- Thank You Letter for Sponsors
- Thank You Letter for Volunteers
- Planning Guide and Checklist
Additional Resources that may be found at the National PTA Website - www.pta.org:
- Tips for Teachers on Family Engagement Poster
- Reflections Poster
- Reflections Poster (Spanish)
