Toolkit [tool-kit]

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A collection of expert skills, knowledge, procedures, and information for a particular topic or activity: 

 

Examples: 1) "I wanted to expand my toolkit with more resources for better control over my projects." 2) "The PTA Presidents shared the informative LAPTA Toolkits with everyone in their PTA units and everyone enjoyed a productive and successful year!"

LAPTA Toolkits

The LAPTA Toolkits are brand new and completely reworked. The first four pages have the index for the entire toolkit. They contain the procedures, details, programs, sample forms, and other helpful information. The individual Toolkit sections are available to download as PDF or Word files. (Download a free alternate program for Microsoft Word at Libre Office.)

LAPTA Toolkit: All Sections - PDF

Toolkit Index - PDF or Word

1. LAPTA Office & PTA Basics - PDF or Word

2. President - PDF or Word

3. Treasurer - PDF or Word

4. Secretary - PDF or Word

5. Board of Directors - PDF or Word

6. Membership - PDF or Word

7. Advocacy - PDF or Word

8. Diversity, Equity, and Inclusion (DEI) - PDF or Word

9. Elections & Nominating Committee - PDF or Word

10. Bylaws, Standing Rules, Articles of Incorporation - PDF or Word  

11. Awards, Grants, and Contests - PDF or Word

LAPTA Toolkit: LAPTA Office & PTA Basics

View or download the entire President's Toolkit - PDF or Word

View or download sections within the President's Toolkit:

  • Active Affiliation - PDF​ or Word

  • Active Affiliation: Plan of Action - PDF or Word

  • Binder & Email Protocol - PDF

  • Calendar: Dates and Deadlines - PDF

  • CheddarUp and MoneyMinder - PDF

  • Communications and Social Media - PDF or Word

  • Customize the PTA Logo - PDF or PowerPoint

  • LAPTA Info and Board of Directors - PDF

  • National PTA - PDF 

  • Reactivate a PTA - PDF 

  • Retention Plan - PDF 

LAPTA Toolkit: President

View or download the entire President's Toolkit - PDF or Word

View or download sections within the President's Toolkit:

  • Active Affiliation - PDF​ or Word

  • Active Affiliation: Plan of Action - PDF or Word

  • Agendas - PDF or Word

  • Building Your Board of Directors - PDF

  • Calendar: Dates and Deadlines - PDF

  • Centennial Button Pins for Members - PDF

  • CheddarUp and MoneyMinder - PDF

  • Communications and Social Media - PDF or Word

  • Confidentiality, Ethics, and Conflict of Interest Policy - PDF

  • Customize the PTA Logo - PDF or PowerPoint

  • Documents and Terms - PDF

  • Dos and Don’ts of Partnering with Administrators - PDF

  • Dos and Don’ts of Partnering with Teachers - PDF

  • Essential Knowledge - PDF

  • Finances - PDF

  • Fundraising Strategies - PDF

  • Getting Started - PDF

  • Icebreakers - PDF

  • Inventory Accountability Form - PDF or Word

  • Leadership Traits & Training - PDF

  • Meeting Types - PDF or Word

  • Meeting Script - PDF or Word

  • Meeting: Elements of a Successful Meeting - PDF or Word

  • Membership Dues - PDF or Word

  • National PTA - PDF 

  • Parliamentary Procedure - PDF 

  • Passwords and Accounts Summary - PDF or Word

  • Pick Your PTA Programs - PDF or Word

  • President’s Binder - PDF 

  • President’s Duties Checklist - PDF or Word

  • Problem Solving - PDF 

  • Reactivate a PTA - PDF 

  • Retention Plan - PDF 

  • Year-End Checklist and Transition Guidance - PDF or Word

LAPTA Toolkit: Treasurer

View or download the entire Treasurer Toolkit - PDF or Word

View or download a specific section within the Treasurer's Toolkit:

  • Active Affiliation - PDF​ or Word

  • Active Affiliation: Plan of Action - PDF or Word

  • Articles of Incorporation - PDF

  • Audit Committee and Report - PDF or Word

  • Banking and E-Commerce Policy - PDF

  • Binder for Treasurer - PDF or Word 

  • Budget - PDF or Word

  • Budget Approval Form - PDF or Word

  • Budget & Comparison Report Sample - PDF

  • Bylaws Info and Approval Form - PDF or Word

  • Calendar: Dates and Deadlines - PDF

  • CheddarUp and MoneyMinder - PDF

  • Communications and Social Media - PDF or Word

  • Confidentiality, Ethics, and Conflict of Interest Policy - PDF

  • Deposit Form - PDF or Word

  • Donation Receipt - PDF or Word

  • Donation to a School or District - PDF or Word

  • Expense Form - PDF or Word

  • Equipment Purchased by a PTA for Its Use - PDF or Word

  • Fundraising Strategies - PDF or Word

  • Gifts to Schools - PDF or Word

  • Insurance and Bonding - PDF or Word

  • Introduction to Treasurer - PDF or Word

  • Inventory Accountability Form - PDF or Word

  • Leadership Traits - PDF

  • National PTA - PDF

  • NSF Check Sample Letter - PDF or Word

  • Passwords & Accounts Summary - PDF or Word

  • Principles of PTA Financial Management - PDF or Word

  • Responsibilities of the Treasurer - PDF or Word

  • Record Retention - PDF

  • Reports by Treasurer - PDF or Word

  • Resources (Additional) - PDF or Word

  • Retention Plan - PDF 

  • Taxes: Federal - PDF 

  • Taxes: State - PDF 

  • Treasurer’s Overview - PDF or Word

  • Year-End Financial Checklist - PDF or Word

LAPTA Toolkit: Secretary

View or download the entire Secretary's Toolkit - PDF or Word

View or download a specific section within the Secretary's Toolkit

  • Binder for Secretary - PDF or Word

  • Calendar: Dates and Deadlines - PDF

  • Communications and Social Media - PDF or Word

  • Confidentiality, Ethics, and Conflict of Interest Policy - PDF

  • Customize the PTA Logo - PDF or PowerPoint

  • Historian - PDF or Word

  • Inventory Accountability Form - PDF or Word

  • Leadership Traits & Training - PDF

  • Meeting Types - PDF or Word

  • Meeting Script - PDF 

  • Minutes Information and Sample - PDF or Word

  • Motions and Elections - PDF or Word

  • National PTA - PDF 

  • Parliamentary Procedure - PDF 

  • Passwords and Accounts Summary - PDF or Word

  • Reactivation Phase - PDF or Word

  • Records Retention - PDF or Word

  • Responsibilities of Secretary - PDF or Word

  • Retention Plan - PDF 

  • Roster Sign-In Sheet - PDF or Word 

  • Year-End Checklist and Transition Guidance - PDF or Word

LAPTA Toolkit: Board of Directors

View or download the entire Board of Directors - PDF or Word

View or download a specific section within the Board of Directors Toolkit:

  • Active Affiliation - PDF​ or Word

  • Active Affiliation: Plan of Action - PDF or Word

  • Being a Board of Directors Member - PDF

  • Bylaws Info and Approval Form - PDF or Word

  • Calendar: Dates and Deadlines - PDF

  • CheddarUp and MoneyMinder - PDF

  • Committee Examples- PDF or Word

  • Communications and Social Media - PDF or Word

  • Confidentiality, Ethics, and Conflict of Interest Policy - PDF

  • Dos and Don’ts of Partnering with Administrators - PDF

  • Dos and Don’ts of Partnering with Teachers - PDF

  • Executive Committee - PDF or Word

  • FAQs - PDF or Word

  • Finance for Board Members - PDF 

  • Getting Started - PDF 

  • How Boards Succeed - PDF 

  • Inventory Accountability Form - PDF or Word

  • Leadership Traits & Training - PDF

  • Orientation Meeting - PDF 

  • Procedure Binder - PDF or Word

  • Quorum - PDF

  • Reactivate a PTA - PDF 

  • Retention Plan - PDF 

  • Setting Goals - PDF

  • Virtual Meetings - PDF

  • Year-End Checklist and Transition Guidance - PDF or Word

LAPTA Toolkit: Membership

View or download the entire Membership Toolkit - PDF or Word

View or download a specific section within the Membership Toolkit:

  • Active Affiliation - PDF​ or Word

  • Annual Membership Awards - PDF

  • Ask Note - PDF or Word

  • Calendar: Dates and Deadlines - PDF

  • Calendar: Membership - PDF

  • Campaign Theme - PDF or Word

  • Centennial Button Pins - PDF

  • Chair Duties - PDF

  • CheddarUp and MoneyMinder - PDF

  • Communications and Social Media - PDF or Word

  • Create Your Own PTA Value Message - PDF or Word

  • Customize the PTA Logo - PDF or PowerPoint

  • Getting Started - PDF

  • Graphics - PDF or Word

  • Introduction to Membership - PDF

  • Membership Dues - PDF or Word or Excel

  • Monthly Challenges - PDF

  • Procedure Binder - PDF

  • Resources & 10 Reasons to Join - PDF or Word

  • Roster Sign-In Sheet - PDF or Word​ 

  • Submit Membership Dues - PDF  or Word or Excel

  • Thank You Note - PDF or Word

  • Why You Should PTA - PDF

LAPTA Toolkit: Advocacy

View or download the entire Advocacy Toolkit - PDF or Word

View or download a specific section within the Advocacy Toolkit:

  • Advocacy Introduction - PDF or Word

  • Advocating on an Issue: Planning - PDF or Word

  • Advocating with Your School Board - PDF or Word

  • Awards - PDF or Word

  • Communications and Social Media- PDF or Word

  • Conducting Candidate or Issue Forums - PDF or Word

  • Forum Timeline - PDF or Word

  • Gateway to Advocacy: Why Advocate? - PDF or Word

  • Implementation: Developing Your Message - PDF or Word

  • Press Release - PDF or Word

  • Raising Public Awareness - PDF or Word

  • Setting Goals - PDF or Word

  • Thank You Letter to Legislator - PDF or Word

  • Using the Media - PDF or Word

  • Voice of Membership - PDF or Word

LAPTA Toolkit: Diversity, Equity, & Inclusion (DEI)

View or download the entire DEI Toolkit - PDF or Word

View or download a specific section within the DEI Toolkit:

  • Communications and Social Media - PDF or Word

  • DEI Introduction - PDF

  • Icebreakers - PDF

  • Inclusive PTA Meeting - PDF

  • Inclusive PTA Event - PDF or Word

  • Promote Diversity in Your School - PDF

  • Resources - PDF

LAPTA Toolkit: Elections & Nominating Committee

Download Elections & Nominating Committee Toolkit - PDF or Word

View or download a specific section within the Elections & Nominating Committee Toolkit:

  • Elections - PDF or Word

  • Nominating Committee and Report - PDF or Word

  • Script for Contested Elections - PDF or Word

  • Script for Non-Contested Elections - PDF or Word

  • Teller Committee Report - PDF or Word

LAPTA Toolkit: Bylaws, Standing Rules, & Articles of Incorporation 

Download Bylaws, Standing Rules, Articles of Incorporation - PDF or Word  

View or download a specific section in the Toolkit:

  • Approval Form for Bylaws and Amendments - PDF or Word

  • Articles of Incorporation - PDF or Word

  • Instructions for Bylaws Template - PDF 

  • Standing Rules - PDF or Word

LAPTA Toolkit: Awards, Grants, and Contests

View or download Awards, Grants, and Contests Toolkit - PDF or Word

View or download a specific section in the Toolkit:

  • Advocacy Awards - PDF or Word

  • Apply for National PTA Grants - PDF 

  • Centennial Button Pins - PDF

  • Creative Teacher $500 Grant Application - PDF or Word 

  • Day of Service $500 Grant Application - PDF or Word

  • Healthy Minds $750 Grant Application - PDF or Word

  • Louisiana PTA Grants Overview - PDF 

  • Love Louisiana Video Challenge & Sample Flyer - PDF or Word

  • Membership: Annual Awards - PDF or Word

  • Membership: Monthly Challenges - PDF or Word

  • Mentor-a-PTA Award - PDF or Word

  • National PTA $75 Convention Grant Application - PDF or Word

  • National PTA $75 Legislative Convention Grant - PDF or Word

  • Outstanding PTA Newsletter Award - PDF or Word

  • Reading & Literacy $750 Grant Application - PDF or Word

  • Reflections Program - PDF or Word

  • Reflections Theme Search Contest - PDF or Word

  • Safety Poster Contest & Sample Flyer - PDF or Word

  • Top Grant Writing Tips - PDF or Word

  • Volunteer of the Year Award - PDF or Word