Secretary

  • Organization

    Rules for Keeping PTO and PTA Records

    Guidelines for how long you should keep bank statements, meeting minutes, and more.

  • Resource Guide

    Secretary's Toolkit

    This comprehensive guide will help both new and veteran secretaries do the job more effectively and efficiently, with information and templates to prepare for meetings, write letters, communicate with members, and more.

  • Topic Page

    Meetings and Robert's Rules

    Ideas, tools, and articles to help make your PTO's or PTA's meetings more effective and efficient.

  • Organization

    PTO Record-Retention Rules

    This checklist is based on IRS rules and includes guidelines for how long to keep some of the most common types of PTO and PTA paperwork.

  • Downloadable

    Parent Group Secretary Job Description

    An outline of weekly and monthly tasks, characteristics of a good PTO or PTA secretary, and other job requirements.

  • Minutes

    PTO Minutes Approval Process Printable

    Step-by-step guide to take you through the minutes process, from taking them to publishing them and getting them approved.

  • Minutes

    How To Take Meeting Minutes

    What to write down and what not to, plus tips to make the job easier.

  • PTO Today Article

    Email Communication Tips

    How to use email effectively while avoiding common pitfalls that lead to miscommunication and misunderstanding.

  • PTO Today Article

    Organize Your PTO Work

    Parent group leaders share their favorite tips for order and efficiency.

  • PTO Today Article

    What Every Secretary Should Know

    The secretary’s role is more than just taking minutes and posting the meeting agenda.