For PTA Leaders
Resources for PTA Leaders
Bylaws, training, treasurer tools, membership planning, and other resources to help local PTA leaders run a strong unit.
-
Resource
eFinance Sample Standing Rules
Sample standing rules for local PTA units using eFinance for treasurer workflows.
-
Resource
eFinance Debit Card User Agreement Template
A user-agreement template for issuing eFinance debit cards within a local PTA.
-
Resource
eFinance Electronic Funds Approval Form Template
A template form for approving electronic funds transfers within a local PTA using eFinance.
-
Resource
Michigan PTA Past Presidents
A complete list of Michigan PTA presidents from 1918 through 2024, including terms of service and notations for those who served as National PTA…
-
Resource
Audit Worksheet (Automated)
Automated Excel audit worksheet for local PTA treasurers, with formulas pre-populated.
-
Resource
Audit Worksheet (Manual)
Manual Excel audit worksheet for local PTA treasurers who prefer to enter formulas themselves.
-
Resource
Audit Worksheet (Automated, Spanish)
Hoja de auditoría automatizada — Spanish-language version of the automated audit worksheet.
-
Resource
Sample Election Script — Nominating Committee & Election
Step-by-step script for running a PTA officer election meeting: opening nominations, floor nominations, ballot voting, the tellers' committee, and recording results.
-
Resource
eFinance Guidance
Guidance for using the eFinance platform — debit-card management, electronic funds approval, and treasurer workflow inside Michigan PTA local units.
-
Resource
Officers, Nominations & Elections
A concise guide covering officer duties (President, Treasurer, Secretary, Committee Chairs), nominating committees, and the rules for conducting elections.
-
Resource
Sample Nominating Committee Report
A template nominating committee report for use during local PTA officer elections.
-
Resource
Standards of Affiliation Checklist
The Michigan PTA Standards of Affiliation checklist — required filings for local units to stay in good standing.
-
Resource
Design Your PTA/PTSA Membership Plan
A National PTA DIY guide that walks boards through a four-step membership planning framework: Picture, Listen, Ask, Nurture.
-
Resource
How to Welcome Diverse Perspectives into Your PTA
A two-page National PTA guide with five practical strategies for building a more inclusive PTA: learning your community, avoiding tokenism, building trust, catering to…
-
Resource
Michigan PTA Strategic Plan 2023–2026
A three-year strategic roadmap covering growing membership, leadership development, and organizational effectiveness.
-
Resource
Membership Quick Reference Guide
A National PTA reference for membership chairs — your first 30 days, messaging, objection handling, recruitment/retention, and tracking dues.
-
Resource
Michigan PTA Bylaws
The complete Michigan PTA bylaws (April 2025 edition) — purposes, membership, officers, governing bodies, and amendment procedures.
-
ResourceFran Anderson Scholarship
Michigan PTA's annual scholarship program supporting qualified students across the state.
-
ResourceReflections — Leader Resources
Program-administration resources for PTA leaders running Reflections in their unit — themes, category rules, judging, and submission timelines.