Visit PTA Resources & Forms
Secretary Guide [pdf file]
PTA/PTSA Records Retention Policy [.pdf file]
Who Is The Secretary?
The secretary is responsible for keeping accurate records of all association proceedings.
- Work with the outgoing secretary to obtain access to all association records.
- Review the BASICS Secretary Resource Guide for guidance and best practices.
- Submit all board members and their contact information to Texas PTA within 15 days of their election or appointment.
- Ensure all board members have completed FOUNDATIONS Leader Orientation and signed the Texas PTA Confidentiality, Ethics, Conflict of Interest Agreement.
- Ensure the Local PTA Records Retention Policy is reviewed annually and adopted by the association membership.
- Complete a Plan of Work and submit to the Executive Board for approval. View a Sample Plan of Work.
- Complete both components of FOUNDATIONS Leader Orientation before October 15.
Duties at a Glance
- Maintain all official records of the association.
- Record in the minutes all business transacted at each association and board meeting. View Sample Meeting Minutes.
- Notifies board members, as requested by the president, of all called meetings.
- Assist the president in determining a quorum at association and board meetings.
- Present minutes from the previous meeting, association or board.
- Present a report of board meetings to the association membership as needed.
- Prepares a draft of the minutes of each meeting within two to five days of the meeting.
- Act as the corresponding secretary, reading communications at meetings and writing thank you notes, etc.
- Assume the duties of the historian if one is not designated in the bylaws.
Spanish courses: National PTA E-Learning Library
PTA Nuts and Bolts Series includes Conceptos básicos para las juntas (Board Basics in Spanish), El secretario de la unidad local (Local Unit Secretary in Spanish)