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PTA Basics

Resources by Position


Resources organized by “position”

President and Vice President

  • President and Vice President Handbook PDF
  • Manual del presidente y vicepresidente PDF
  • PTA Management Checklist PDF
  • Committee Budget Worksheet PDF
  • Committee Plan of Action and Evaluation PDF

Secretary

  • Secretary Handbook PDF
  • Manual del secretario PDF
  • Records Retention Timetable PDF
  • Best Practices for Secretaries PDF
  • PTA Document Management Checklist PDF

Treasurer

  • Treasurer Handbook PDF
  • Manual del tesorero PDF
  • Budget Financial Reports (Advanced) Excel
  • Budget Financial Reports (Basic) Excel
  • Cash Box Count PDF
  • Cash Box Count – generic fillable PDF
  • Deposit Detail PDF
  • Request for Payment Word or PDF
  • Returned Check Letter PDF
  • Receipt Samples PDF
  • Restricted Donation Form PDF
  • Sample Budget Narrative PDF

Council

  • Council Handbook PDF
  • Council and Region Service Committee Support Guide to WSPTA Standards of Affiliation PDF
  • Council Reflections Guidelines PDF