Leadership Guides
Leadership guides and materials are provided for all PTA leaders. Position-specific handbooks are provided for president, treasurer, secretary, and a variety of chair positions. In addition, forms and booklets on a variety of other topics are available for download to help in running the business and programs of your PTA. Additional resources for managing a successful PTA, such as bylaws, policy, and SOA, are located on the Governance page.
If you are looking for the resources organized by position, they can be found here.
Board Resources
Policies and Rules
- Sample Conflict of Interest Policy Agreement (5/2023) Word or PDF
- Sample Money Handling Policy (June 2024) PDF
- Standing Rules Guide (9/2026) PDF
- Sample Standing Rules Template – for Councils (9/2026) PDF
- Sample Standing Rules Template – for Local PTAs (9/2026) PDF
- Sample Membership Subsidy Policy (1/2021) PDF
Finance
- Managing Your Nonprofit PTA Handbook (9/2025) PDF
- Manual de Administracion de su PTA sin fines de lucro (9/2025) PDF
- Financial Review Checklist (3/2025) PDF
- Glossary of Financial Terms (9/2019) PDF
- Non-Signer Review of Financial Statements (3/2025) PDF
- Digital Financial Safety for PTAs (9/2025) PDF
- Registered Agent FAQ (1/2020) PDF
- Financial Red Flags (11/2024) PDF
- Sample Contract Between PTA & Independent Contractor (8/2020) Word or PDF
- PTA Financial Management Checklist (06/2026) PDF
Nominations, Elections, and Voting
If you are looking for the Nonprofit Compliance Resources, they can be found here.
If you are looking for the Insurance Resources, they can be found here.
Committee Focus Areas
Advocacy
- Advocacy Handbook (8/2019) PDF
- Advocacy Vice President or Chair Sample Job Description (08/2022) PDF
- Recruiting an Advocacy Vice President or chair (08/2022) PDF
- How Can Your PTA Make Change? (08/2022) PDF
- Understanding Levies and Bonds (08/2022) PDF
- Build Your Pitch (12/2021) PDF
- Advocacy Strategy Chart (11/2020) PDF
- Votes to Endorse/Support Ballot Measures: Steps for Local PTAs and Councils (05/2022) PDF
- Resolution Best Practices (03/2020) PDF
- Resolution Template (11/2019) PDF
- Additional Resources on the Advocacy and Legislative Resources page
Family and Community Engagement (FACE)
Membership
- Membership Handbook (04/2021) PDF
- Membership Form Quiz (05/2022) PDF
- Membership Strategy that Works (05/2023) PDF
- WSPTA Membership Theme Ideas (05/2023) PDF
- PTA for Your Child – membership campaign materials
- 125 Ways to Increase Membership (07/2021) PDF
- 10 PTA Membership Myths & Truths (06/2021) PDF
- 10 Reasons to Join Flyer (10/2019) PDF
- 10 Reasons to Join Flyer – Spanish (10/2019) PDF
- Template – Staff Thank You Postcard (09/2020) Word
- How Do You PTA? Graphic for Facebook (10/2020) PNG
- Why Should Teachers Join Graphic for Facebook (10/2020) PNG
- How to Earn 100% Staff Membership (10/2020) PDF
Membership Database: