Toolkit [tool-kit]
Definition: A collection of expert skills, knowledge, procedures, and information for a particular topic or activity:
Examples: 1) "The PTA President shared the informative LAPTA Toolkits with everyone in their PTA units and everyone enjoyed a productive and successful year!"
LAPTA Toolkits
The 2023 LAPTA Toolkits were completely reworked. 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.
LAPTA Toolkit: All Sections - Word File or PDF
Sec 1. LAPTA Office & National PTA - PDF
Sec 2. President - Word File or PDF
Sec 3. Treasurer - Word File or PDF.
Sec 4. Secretary - Word File or PDF
Sec 5. Board of Directors - Word File or PDF
Sec 6. Membership - Word File or PDF
Sec 7. Advocacy - Word File or PDF
Sec 8. Diversity, Equity, and Inclusion (DEI) - Word File or PDF
Sec 9. Elections & Nominating Committee - Word File or PDF
Sec 10. Bylaws, Standing Rules, Articles of Incorp - Word file or PDF
Sec 11. Awards, Grants, and Contests - Word File or PDF
Sec 1: LAPTA Office & PTA Basics
View or download the entire LAPTA & NPTA Toolkit PDF.
Index:
5 Louisiana PTA Office
6 LAPTA Board of Directors
7 What does LAPTA Do?
7 LAPTA’s Mission Partners
8 About National PTA
10 LAPTA Calendar
Sec 2: President
Download as Word Document or PDF
Index for President Toolkit:
13 Leadership Traits
13 Important Document and Terms
13 Essential Knowledge
16 LAPTA Calendar
17 Getting Started
19 Building the Board of Directors
20 Pick Your PTA Programs
20 Leadership Development & Training
21 Finances
22 MoneyMinder.com and CheddarUp.com
22 Membership
22 Customize the PTA Logo
23 Meeting Types
23 Elements of Successful Meetings
24 Orientation Meeting
24 President’s Binder
25 Agendas
26 Parliamentary Law
27 Problem Solving
28 President’s Duties Checklist
30 Active Affiliation
31 Partnering with Administrators
32 Partnering with Teachers
33 Fundraising Strategies
34 Year-End Checklist and Transition Guidance
35 Icebreakers
36 Sample Agenda
37 Sample Meeting Script
40 Sample Passwords & Accounts Summary
41 Confidentiality, Ethics, & Conflict of Interest Policy
Sec 3: Treasurer
Scroll through the PDF Viewer or download the entire Treasurer Toolkit as a Word File or PDF.
Index for Treasurer Toolkit:
45 Introduction
45 Responsibilities of the Treasurer
46 Treasurer’s Binder
46 MoneyMinder and CheddarUp
47 Principles of PTA Financial Management
48 Budget
49 Banking and E-Commerce Policy
52 Insurance and Bonding
53 Audit Committee and Report
54 Raising Money
54 Articles of Incorporation
54 Federal Taxes
56 State Sales Tax
57 Gifts to Schools
57 Reports
58 Record Keeping & Retention
58 Additional Resources
59 Active Affiliation
59 Retention Plan
60 Inventory Accountability Form
61 Treasurer’s Overview
62 Budget Approval Form
63 Sample Budgets and Comparison Reports
65 Year-End Financial Checklist
66 Deposit Form
67 Expense Form
68 Bylaws and Amendments Approval Form
69 Audit Report Form
70 Audit Procedures and Helpful Hints
71 Audit Worksheet
72 Sample Letter for NSF Check
73 Monetary Donation to a School or District
74 Equipment Purchased by a PTA for Its Use
75 General Donation Agreement
76 Passwords and Accounts Summary
Sec 4: Secretary
Scroll through the PDF Viewer or download the entire Secretary Download Toolkit as Word File or PDF.
Index for Treasurer Toolkit:
45 Introduction
45 Responsibilities of the Treasurer
46 Treasurer’s Binder
46 MoneyMinder and CheddarUp
47 Principles of PTA Financial Management
48 Budget
49 Banking and E-Commerce Policy
52 Insurance and Bonding
53 Audit Committee and Report
54 Raising Money
54 Articles of Incorporation
54 Federal Taxes
56 State Sales Tax
57 Gifts to Schools
57 Reports
58 Record Keeping & Retention
58 Additional Resources
59 Active Affiliation
59 Retention Plan
60 Inventory Accountability Form
61 Treasurer’s Overview
62 Budget Approval Form
63 Sample Budgets and Comparison Reports
65 Year-End Financial Checklist
66 Deposit Form
67 Expense Form
68 Bylaws and Amendments Approval Form
69 Audit Report Form
70 Audit Procedures and Helpful Hints
71 Audit Worksheet
72 Sample Letter for NSF Check
73 Monetary Donation to a School or District
74 Equipment Purchased by a PTA for Its Use
75 General Donation Agreement
76 Passwords and Accounts Summary
Sec 5: Board of Directors
Scroll through the PDF Viewer or download the entire Board of Directors Toolkit as a Word File or PDF.
Index:
99 LAPTA Calendar
101 Being a Board of Directors Member
102 Leadership Traits
102 Importance of Boardsmanship
103 Quorum
103 Getting Started
104 Executive Committee
104 Committees
104 Committee Examples
106 Virtual Meetings
107 Setting Goals
107 Finance for Board Members
108 How Boards Succeed
109 Leadership Development & Training
109 Procedure Binder
109 Email Protocol
110 Communications and Social Media
112 Confidentiality, Ethics, & Conflict of Interest Policy
114 Active Affiliation
114 Retention Plan
115 Partnering with Administrators
116 Partnering with Teachers
Sec 6: Membership
Scroll through the PDF Viewer or download the entire Membership Toolkit as a Word File or PDF.
Index:
118 Customize the PTA Logo
119 Introduction
119 Getting Started
120 Procedure Binder
120 Membership Chair Duties
120 Membership Dues
121 Submit Membership Dues
121 Membership Campaign Theme
123 Create Your Own PTA Value Message
125 Membership Resources & Graphics
125 Collecting Membership Dues Online
126 Monthly Challenges
126 Annual Membership Awards
127 Membership Calendar
129 Hashtag and Email Signature
129 Sample Membership Ask Email
130 Sample Membership Ask Note
131 Sample Membership Thank You
Sec 7: Advocacy
Scroll through the PDF Viewer or download the entire Advocacy Toolkit as a Word File or PDF.
Index:
133 Introduction to Advocacy
134 Gateway to Advocacy: Why Advocate?
134 Advocating on an Issue: Planning
135 Setting Goals
136 Raising Public Awareness
136 Conducting Candidate or Issue Forums
138 Forum Timeline
139 Implementation: Developing Your Message
140 The Voice of Membership
140 Using the Media
141 How to Write a Press Release
141 Sample Thank You Letter to Legislator
142 Advocating with Your School Board
143 Advocacy Award for Local PTA Units
144 Advocacy Awards for Students
Sec 9: Elections & Nominating Committee
Scroll through the PDF Viewer or download the entire Elections and Nominating Committee Toolkit as a Word file or PDF.
Index:
154 Nominating Committee
155 Elections
156 Election Timeline Summary
157 Script for Non-Contested Elections
158 Script for Contested Elections
159 Nominating Committee Report
160 Teller Committee Report
Sec 10: Bylaws, Standing Rules, & Articles of Incorporation
For more information on Bylaws, see LousianaPTA.org/bylaws. Scroll through the PDF Viewer or download the entire Bylaws, Standing Rules, & Articles of Incorporation Toolkit as a Word file or PDF.
Index:
162 Articles of Incorporation
163 Bylaws & Amendments: Updating & Approval
164 Bylaws Approval Timeline Summary
165 Bylaws & Amendments Approval Form
166 Instructions for Bylaws Template
167 Standing Rules
Sec 11: Awards, Grants, & Contests
Scroll through the PDF Viewer or download the entire Awards, Grants, & Contests Toolkit as Word File or PDF.
Index:
169 Awards, Grants, and Contests Summary
170 Monthly Membership Challenges
170 Annual Membership Awards
171 Red Ribbon Drug-Free Poster Contest
172 Reflections Theme Search Contest
173 Reflections Program
174 Outstanding PTA Newsletter Award
175 Advocacy Award for Local PTA Units
176 Advocacy Award for Students
177 Volunteer of the Year Award
178 Mentor-a-PTA Award
179 Apply for National PTA Grants
179 Louisiana PTA Grants
179 Top Grant Writing Tips
180 $750 Literacy Grant Application
181 $750 Healthy Minds Grant Application
182 $500 LAPTA Day of Service Grant Application
183 $500 Creative Teacher Grant Application