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.
If you are looking for the Finance Resources, they can be found here.
If you are looking for the Nominations, Elections, and Voting resources, 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
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.
If you are looking for the Membership 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