2025-26 LAPTA Toolkit
Download the 2025-26 LAPTA Toolkits as a PDF or Word file so that you can customize the forms. The toolkits contain everything PTA, such as the procedures, details, programs, sample forms, grants, contests, and other helpful information. The individual Toolkit sections are available to download below or scroll down to view individual sections and its index. Share the appropriate sections with all members of the Board of Directors. Individual forms and fillable PDFs can be found on the position-specific pages, especially for the Treasurer.
Please email Beth Maillho if anything needs further explanation, is missing or wrong, or needs an edit. We love feedback and welcome all comments, big or small!
2025-26 LAPTA Toolkit
Download the 2024-25 LAPTA Toolkits as a PDF or Word file so that you can customize the forms. They contain everything PTA, such as the procedures, details, programs, sample forms, grants, contests, and other helpful information. The individual Toolkit sections are available to download below or scroll down to view individual sections.
LAPTA Toolkit: All Sections - Word File or PDF
Sec 1. LAPTA & National PTA PDF
Sec 2. President PDF
Sec 3. Treasurer Word File or PDF
Sec 4. Secretary Word File or PDF
Sec 5. Board of Directors PDF
Sec 6. Membership PDF
Sec 7. Advocacy PDF
Sec 8. Elections & Nominating Committee PDF
Sec 9. Awards, Grants, and Contests PDF
Toolkit Sec 1. Louisiana PTA and National PTA
Index:
4 Annual Membership Theme
4 Louisiana PTA Board of Directors
5 History of Louisiana PTA
6 What does LAPTA Do?
6 Friends of LAPTA
6 Mission Partners of LAPTA
7 About National PTA
8 National PTA Standards for Family-School Partnerships
Toolkit Sec 2. President
Index:
10 Leadership Traits
11 Essential Knowledge
12 Getting Started
12 President’s Binder and Files
13 Building the Board of Directors (BOD)
14 Pick Your PTA Programs
14 Training (Required for Officers)
14 Membership Dues & Givebacks
15 Finances
15 Fundraising Strategies
16 New Givebacks.com
16 Meeting Types
17 Bylaws
18 Standing Rules
18 LA Secretary of State Annual Report
19 Active Affiliation Report Due October 31
19 Parliamentary Procedure
20 Roberts Rules of Order Simplified
21 Agendas
22 Motion Summary Chart
23 Problem Solving
24 Partnering with Administrators and Teachers
24 Icebreakers
25 Inclusion (DIO)
26 President’s Checklist
28 LAPTA Calendar
29 Year-End Checklist and Transition Guidance
30 Sample Agenda
31 Sample Meeting Script
33 Sample Passwords and Accounts Summary
34 Communications and Social Media Policy
35 Confidentiality, Ethics, & Conflict of Interest Policy
Toolkit Sec 3. Treasurer
Index:
38 Introduction
38 Treasurer’s Binder
38 Responsibilities of the Treasurer
39 Raising Money
39 PTA Principles of Financial Management
40 Budget
41 Financial Reports (3 Types)
42 NEW Givebacks.com
42 Banking and E-Commerce Policy
44 Insurance
44 LA Secretary of State Annual Report
44 Federal Taxes
46 State Sales Tax
46 Gifts to Schools
46 Record Keeping & Retention
47 Active Affiliation and Retention Plan
48 Audit Committee and Its Report
49 School Officials & PTA Funds
50 Appropriate Use of PTA Funds
52 Treasurer’s Overview
52 Year-End Financial Checklist
53 Inventory Accountability Form
54 Sample Budgets and Comparison Reports
56 Deposit Form
57 Expense Form
58 Audit Report Form, Instructions and Worksheet
61 Sample NSF Letter
62 General Donation Agreement
63 Monetary Donation to a School
63 Equipment Purchased by a PTA for Its Use
Toolkit Sec 4. Secretary
Index:
65 Importance of Secretary
65 Secretary’s Binder
66 Responsibilities of Secretary
66 Dividing Responsibilities
67 Historian
67 Minutes Overview
68 Contents of the Minutes
69 Motions
70 Elections
70 Records Retention
70 Active Affiliation Report and Retention Plan
71 LAPTA Calendar
73 Sample Agenda
74 Sample Minutes
75 Motion Form
76 Roster Sign-In Sheet
77 Inventory Accountability Form
78 Confidentiality, Ethics, & Conflict of Interest Policy
Toolkit Sec 5. Board of Directors
Index:
81 Being a Member of the Board of Directors
82 Getting Started
83 Leadership Traits
83 How Boards Succeed and LAPTA Training
83 Make Up of a Board
84 Types of Committees
85 Procedure Binder, Electronic Files, & Email Protocol
85 Finance for Board Members
86 Partnering with Administrators and Teachers
87 Communications and Social Media
88 Brief Checklist for BOD
89 LAPTA Calendar
90 Active Affiliation Report and Retention Plan
91 PTA Members as Candidates for Public Office
92 Confidentiality, Ethics, & Conflict of Interest Policy
Toolkit Sec 6. Membership
Index:
95 Introduction
95 How to Reach Your Goal
96 Membership Chair Duties
97 Procedure Binder or Digital Files
97 Givebacks.com & Collecting Dues Online
97 Submit Membership Dues to LAPTA
98 Create Your Own PTA Value Message
99 LAPTA Monthly Membership Challenges
99 LAPTA Annual Membership Awards
100 Customize the PTA Logo
100 Sample Membership Ask Email
100 Sample Thank You Note
101 Sample Membership Sign-Up Flyer
102 Membership Calendar
Toolkit Sec 7. Advocacy
Index:
105 Introduction to Advocacy
105 Gateway to Advocacy: Why Advocate?
106 Advocating an Issue: Planning
106 Advocating an Issue: Setting Goals
106 Advocating an Issue: Raising Public Awareness
107 Advocating an Issue: Develop Your Message
108 Host a Candidate or issue Forum
109 Advocating with the School Board
110 Using the Media and Press Releases
110 Resolutions and Legislative Positions
111 Sample Thank You Letter to a Legislator
111 LAPTA Advocacy Awards to PTAs and Students
Toolkit Sec 8. Elections and Nominating Committee
Index:
113 Nominating Committee
113 Elections
114 Election Timeline Summary
115 Script for Non-Contested Elections
115 Script for Contested Election
117 Nominating Committee Report
118 Teller Committee Report
Toolkit Sec 9. Awards, Grants, and Contests
Index:
120 Summary of Awards, Grants, and Contests
121 Monthly Membership Challenges
121 Annual Membership Awards
122 Red Ribbon Week Safety Poster Contest
123 Reflections Theme Search Contest
124 Reflections Arts Program
125 Volunteer of the Year Award
125 Advocacy Award for PTAs or Students
126 National PTA Grants
126 Louisiana PTA Grants
126 $750 Literacy Grant Application
126 $750 Healthy Minds Grant Application
127 $500 Creative Teacher Grant Application
127 $500 LAPTA Day of Service Grant Application