Toolkits | Louisiana PTA

Toolkit [tool-kit]

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

Active Affiliation - PDF or Word
Active Affiliation: Plan of Action - PDF or Word`
Agendas - PDF or Word

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: LAPTA 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