Training

• Texas PTA BASICS: Secretary Training Webinar
• National PTA E-Learning Library
   - Local Unit Secretary: This course is an introduction to the roles and responsibilities of the local unit PTA secretary. (approx. 30 min.)
   - Quick Guide to Taking & Approving Minutes This course is a brief guide on how to properly take meeting notes for the Local Unit PTA Secretary

     (approx. 10-15 min)
   - Board Basics: Learn the basic governance structures behind most PTA units. (approx. 40 min.)
   - Parliamentary Procedure This course will teach you how rules of conduct positively affect PTA decision-making, while ensuring fair and orderly

      unit operations. (approx. 30 min)

The PTA secretary is responsible for keeping an accurate record of the proceedings of association meetings. These records are the permanent history of the PTA. Promptness and accuracy are key to this job. The secretary may also be given the responsibility of maintaining all PTA correspondence, including incoming and outgoing communications with members and notifications for all meetings.

The secretary should have these items on hand at all meetings:

• Minutes of the previous meeting and pertinent attached reports
• List of unfinished business to be discussed 
• Agenda 
• Current bylaws and standing rules 
• Current membership list 
• List of committee chairs 
• Materials for note/minute taking 

Resources

• Secretary Quick Start Guide
• Secretary Resource Guide
Records Retention Policy form
Sample Meeting Agenda
Sample Minutes

Bylaws and Standing Rules

Texas PTA Bylaws
National PTA Bylaws
2017 Introduction to Bylaws (esp)
2017 Local PTA Standards of Affiliation
Bylaws Amendment At A Glance
How to Update and Amend PTA Bylaws
Frequently Asked Questions
Local PTA Bylaws Template
Sample Standing Rules
2017 Standing Rules Review Checklist

Kristin Bohlmann

Recording Secretary

secretary