Includes important information for FISD PTAs and how to lead successfully in your specific board role on your campus.

Updated annually (August)

This training will guide you through key steps to complete during the summer to ensure a successful upcoming year!  (Recommended for spring.) 

Updated annually (May)

Interested in setting up a FREE Google Workspace account for your PTA?  Follow these step by step instructions to get started today!

All board members new to their role are required by TX PTA to watch the BASICS Webinar.  If you have never served PTA in your current role, or have served in the past but never taken the TX PTA Basics, please be sure to complete this online training within 30 days of election or appointment.

This introductory course is for new PTA leaders; all board members are required by TX PTA to complete it only once in their PTA service.  There is a $10 fee to access the online course materials/webinar.   A copy of your certificate of completion serves as your receipt for reimbursement. This online training is required to be completed within 30 days of election or appointment.

Every person serving on a PTA board is required by TX PTA to take the Boardsmanship training within 30 days of election or appointment.  This training will help you in your role by reviewing the basic responsibilities and functioning of a PTA board. 

This training is not required for your role, but will help you in your role by reviewing the basic parliamentary procedures that we are required to follow.  Parliamentary procedure helps our meetings to be more productive, efficient, and fair.

This training is not required for your role, but will help you to understand the importance of advocacy and how to successfully advocate for your students as a PTA board member.

This training is not required for your role, but will help you with communicating to your board and membership on upcoming events, including meetings. 

Further develop your core leadership skills critical for long term success, including communication, marketing your PTA, conflict management, and more! For all board positions.  Please visit often as we continue to build our Insights training library.

Full Circle Leadership is TX PTA’s very own leadership development certification program. By focusing on the five key areas of technical, intrapersonal, forward-thinking, interpersonal, and adaptive skills, Texas PTA leaders are able to enhance their skills to become even more successful and effective. 

Review this list before each meeting to make sure you have everything you need to be successful.

Note: To customize, you must open document, download or save to your google drive, then edit

Most chair duties vary by month, from fulfilling TX PTA requirements to board needs.  We've taken TX PTA's checklist and added FISD-specific items to the list, giving you a comprehensive overview of your year. Use this "by-month" checklist so you never miss a step!

Note: To customize, you must open document, download or save to your google drive, then edit

Request board members complete this form when making a motion.  It ensures proper documenting of motions: what the motion was verbatim, who made it, what vote was required in the affirmative, and whether it passed.

Note: To customize, you must open document, download or save to your google drive, then edit

Carry this with you to your board and membership meetings for easy reference on how to phrase a motion, who makes it, and what vote is required.  Gives specific examples, including budget adoptions and amendments, approving minutes, and more!

Request board chairs and offers complete a chair report prior to each board and membership meeting.  These reports do not replace minutes, but can be used by the secretary to ensure an accurate record is captured in the minutes.

This is a Google DOC version.

Note: To customize, you must open document, download or save to your google drive, then edit

Request board chairs and offers complete a chair report prior to each board and membership meeting.  These reports do not replace minutes, but can be used by the secretary to ensure an accurate record is captured in the minutes.

This is a Google FORM version, which can be easily completed electronically.

Note: To customize, you must open document, download or save to your google drive, then edit.

Looking for a way to report your minutes in an easy to fill, easy to follow format?  Examples are available for both board and general/membership meetings. Use them as they are or customize to best meet your needs!

Note: To customize, you must open document, download or save to your google drive, then edit

Scripts are available for meetings, elections, financial discussions, and more.  Be prepared to lead your meetings effectively!

Note: To customize, you must open document, download or save to your google drive, then edit.

Prepare an agenda for for each board and membership meeting and issue it prior to the meeting.  Well planned meetings start with agendas, which help improve efficiency, time management, and engagement.

Note: To customize, you must open document, download or save to your google drive, then edit

The Activities Report is also referred to as the Historian's Report.  This report serves as a record of the PTA's activities and achievements.

If there is no Historian, the Secretary is required to complete this report at the end of each fiscal year and present it at the last membership meeting of the year for adoption by the membership.

Review examples from other campuses in the district for ideas on how to complete this report.

The Activities Report is also referred to as the Historian's Report.  This report serves as a record of the PTA's activities and achievements.

Not sure how to format your report? Utilize this template to ensure all required information is included!

Note: To customize, you must open document, download or save to your google drive, then edit

Use this worksheet over the course of the year, populating it with key information as you go for your PTA's Annual Report.  

Key dates for events such as board and membership meetings, programs, and other activities hosted by your PTA must be included in the Annual Report.  Use a calendar format as an attachment to your written report for an easy snapshot of your year!

Included are an example calendar (populated with events) and a blank template for your use.

Both the Secretary and Treasurer have requirements for the end-of-year review by the Financial Reconciliation Committee.  Button-up your deliverables for an easy, painless review! Includes information on what the FRC will be looking for and how to best prepare for the review.

Providing a table of contents for both your board and membership binders would offer significant help to the FRC when reviewing your books. Not sure what to include? An example of each table of contents is provided, along with example divider pages if interested.

Everything your FRC needs in one document from TX PTA!

Before completing your POW, review an example for your board position... then make it your own!

Note: To customize, you must open document, download or save to your google drive, then edit

Blank POW for use by you or your board.

Note: To customize, you must open document, download or save to your google drive, then edit

This form is completed monthly by the non-signer, then signed and read into the minutes by the Secretary.

Access the most up-to-date documents governing FISD Council of PTAs, including bylaws and standing rules.

Access TX PTA's bylaws.

Explains all TX PTA requirements for remaining in Good Standing.

Required by TX PTA to be completed annually by all board members.

Required by TX PTA to be completed annually by the Secretary.  If there are changes from the prior year, it must be adopted by membership.  Otherwise, it only needs to be included in the minutes/records.

All minors serving on a PTA/PTSA board or committee are required to complete this consent form annually.

PTAs may customize this policy, if desired, and put it before their membership for adoption.  It is recommended, but not required.

The process of remitting membership dues to Texas PTA is one that impacts the Local, State, and National PTAs. With varying timelines and platforms in place for collecting and distributing dues to the appropriate PTA, Texas PTA follows a specific process for refunds.

This policy may be voted on for adoption each year by membership, or incorporated into standing rules.  It can be adopted/incorporated in whole or in part, but wording cannot be altered.

Any suspicion of theft, fraud or embezzlement must be reported immediately to TX PTA and this policy must be followed.

A helpful overview on how to manage events, and the funds raised, while remaining in compliance with TX PTA, state and federal guidelines.

These guidelines from FISD must be followed by all PTAs in the district.  Includes information on governance, partnerships, fundraisers, and more.  Updated annually.

This is a quick snapshot comparison between bylaws and standing rules, and the amendment requirements for each.  Recommended for inclusion in your Procedure Book/Binder for easy reference. 

This all-inclusive calendar from Council includes dates from the FISD calendar, TX PTA membership award deadlines, Council training dates, national days of recognition (healthy lifestyles, environmental, hospitality, etc) and more!

A great resource from TX PTA for guidance and best practices.  

Download or print. Updated annually.

Use this link to directly access all of the helpful information from TX PTA for your board position.

Serving on an executive board extends beyond management and completion of your position specific duties. It’s very important that you understand the duties of the executive board and your duties as an executive board member. 

Download or print. Updated annually.

This Google Roster from TX PTA helps you track your path to good standing and membership awards.  Bookmark it and check back frequently to stay on track!

A great resource from TX PTA. Learn about your role as facilitator, the power of mission and purpose, building rapport, drawing boundaries, and increasing the effectiveness of meetings.   

Download or print. Updated annually.

District listing and map of all FISD campuses and facilities

District calendar for the current school year.

District listing of attendance zones and feeder patterns

District priorities for the upcoming legislative session.

Is there a fellow board member who has gone the extra mile?  Has she/he done something that exemplifies one or more of the LEAD leadership qualities... (Learn. Engage. Advocate. Drive.) 

 Leadership is about the choices and actions we take each day, big and small.  Recognize someone on your board for going the extra mile - let them know they are appreciated!  Winners will be invited to attend the next Council Delegates meeting for public recognition of his/her outstanding contributions to your PTA!

Has your PTA or campus tried something new that worked well?  Have you revamped an old program and gotten great feedback?  Help us to celebrate your board's achievement and share it with other campuses.  Let's succeed together!