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We have kicked off….Now what????
Goal for today:1. Basics for President
2. Basics for VP3. Basics for ST
4. Open House for new members
President= CEO
President basics:1. Get Success Webinar in calendar2. Assign roles on connect3. Get trainings/manuals assigned4. Get TEAM meetings set up in
calendar
UnderstandingBNI Chapter Traffic Lights
20-25 members5 Points
26-30 members10 points
31+ members15 points
1. CHAPTER SIZE
1-2 members5 Points
3-4 members10 points
5+ members15 points
2. Member Growth(Over 6 months)
50.01-59.99%5 Points
60.00-69.99%
10 points
70.00%+15 points
3. Retention of members(Over 6 months)
.71-.895 Points
.9-1.0910 points
1.11+15 points
4. Referrals per member per week(Over 6 months)
1.01-1.55 Points
1.51-210 points
2.1+15 points
5. Visitors per week(Over 6 months)
Less than 10.01%0 Points
10.01-20%10 points
20.01%+15 points
6. Conversion of Visitors to Members(Over 6 months)
10-11.99%5 Points
5-9.99%10 points
Less than 5%15 points
7. Attendance(Over 6 months)
Attend Monthly TEAM Leaders Meeting
ALL Team Leaders meet on a regularly scheduled date & time
Meeting is held EVERY MONTH!!!
Should be held AFTER the MC meeting
Page 24
Page 25
Add Support Team Members via
BNI Connect
TO ADD SUPPORT TEAMMEMBERS
As a reminder…DO NOT change Pres, VP or ST
President basics:1. Get Success Webinar in calendar
2. Assign Responsibilites on connect3. Get trainings/manuals assigned
4. Get TEAM meetings set up in calendar
VP= COO
VP basics:1. Understand how to enter data in
connect2. Get MC committee meetings set up
BNI CONNECT DATA ENTRY
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INFO TO ENTER IN BNI CONNECT
Submit PALMS Drops
New & Renewal Apps Assign Mentor & Mentee
Payments (as needed) Visitor Information
PALMS Entry
12
3
VIEW PALMS SUMMARY
To see what has been submitted or to unlock & allow for updating.
All PALMS must show as “completed” by the 4th of the followingmonth in order to receive dues compensation.
Submit PALMS weekly!!!• VP’s have until end of business on the
4th of every month to complete ALL PALMS.
• VP’s who do not submit PALMS on time will be fined & lose 1 month of paid
membership
Before processing…
• Renewals• Drops
• New Members• Member Changes/Transfers
DO enter in BNI Connect:Renewals
New MembersDropped members
Mail all paperwork to:BNI MID AMERICA400 GABRIEL DRIVE
ST. LOUIS, MO 63122
DO NOT enter in BNI Connect:
Freeze/Medical LeaveMember Changes
Transfers – person to person or new to your chapter. If member transfers
out of your chapter…drop them
VP responsible for mailing all applicable paperwork + payments to BNI Mid America office. Will require an approved Membership Change Transfer form.
MANAGE MEMBERSTo Renew, Drop or
Add New Memberships
PROCESSING MEMBER RENEWALS
After clicking submit, member status will be “pending renewal” until office
receives & processes paperwork & payment.
PROCESSING MEMBER DROPS
Enter New Member
After clicking “submit” member status will be “pending member” until the RegionalOffice receives & processes all paperwork & payments.
Bank Transfer – BNI Mid America does not use this function.
Cash – If the chapter has accepted cash as payment for a membership.
Check – New or renewing member pays for membership online at www.bnimidamerica.com and selects “Bank Account” instead of credit/debit card.
Offline Card Payment – new or renewing member pays for membership online at www.bnimidamerica.com and selects the ‘Credit/Debit Card’ option.
Online Credit Card Payment – VP enters credit card information into BNI Connect while entering a new member’s information or renewing a membership. Make note of the Payment Transaction Number on the application/renewal and email to memberservices@bnimidamerica.com or fax to 314-822-3001.
BNI CONNECT PAYMENT DEFINITIONS
VP basics:1. Understand how to enter data in
connect2. Get MC committee meetings set up
ST= CFO
ST basics:1. Get account and budget for expenses2. How to set up speaker rotation3. Chapter weekly meeting notes
COMMON EXPENSES INCURRED BY CHAPTERS:
We recommend maintaining a balance of approximately $1800
CO-OP MARKETING FEE $300 CHAPTER LIBRARY $230 (starter pack)
LT CONFERENCE FEES $55-$60 x 3 (some chapters cover all members)MEETING ROOM FEE Vaires by chapter
PROJECTOR Price varies by typically starts at $350SPRING ALL STAR EVENT $125-$225 (varies by chapter/area)
Speaker Rotation•Add via BNI Connect - will be listed on chapter web page.
•ST will Email assigned speaker Remind them to update their on-line member bio Attach Speaker Guidelines to email & remind speaker to email at least 20
BNI Connect invitations to invite visitors to their Sales Presentation Remind speaker to bring door prize
BNI Connect automatically sends a reminder to assigned speaker 6 days & 3 days before assigned date.
NO OUTSIDE SPEAKERS!!! This time is reserved for your chapter
members, DC’s or Ambassadors ONLY!!!!
BNI Connect for the Secretary/Treasurer
ASSIGNING A CHAPTER SPEAKER
Please note the two ways to access the Speaker Rotation.
*******************
This is the ONLY BNI Connect data entry for the S/T (or Event
Coordinator)
Meeting Management
View/Edit Speakers
Be sure to enter the TOPIC!Visitors will be able to seethis info on your chapter
web page.
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Edit Topic Delete
Connect only allows you toEDIT topic orDELETE entry
Speakers appear on the chapter website
automatically
REPORTS
View Available Reports in BNI
Connect including:• SPEAKER REPORT
• MEMBER BIO• MEMBER TRAINING REPORT
• MEETING NOTES • CHAPTER ROSTER
• CHAPTER TRAFFIC LIGHTS
NO DATA ENTRY REQUIRED
SPEAKER REPORTUsed to announce scheduled
speakers during meeting
MEMBER BIO REPORT
Used to announce keynote speaker during meeting.
73
Select member fromdrop down &
Click GO
MEMBER TRAINING REPORT
Used to find out who is current with MSP training.
1
2 3
MEETING NOTES REPORT• Can print or export
• Cannot Save in Connect
Blank space for keeping notes when printed!
CHAPTER ROSTER REPORT
Used to reconcile the web rosterat the beginning of the month.
Scroll down for entire report
ST basics:1. Get account and budget for expenses2. How to set up speaker rotation3. Chapter weekly meeting notes
Our first goal:1. 30 members in 90 days2. Why???
MARCH MADNESS 2016
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• January 12th- March 4th
• New Members= 100 pts• Visitors= 10 pts• Renewals= 15 pts• No VP submitted Palms by Friday night
(midnight)= -15 pts, and no points• Chapters in each conference/Divisions• Stats released Monday morning on BNI Mid
America Facebook
OPEN HOUSE KICK OFF CELEBRATION
7 Steps to Success
STEP 1 Can be 1 or 2 week process
Goal is for each member to have 5 qualified visitors for Open House
STEP 2Bring invitation letters to meeting
25 letters Stamped & addressed
Unsealed
STEP 3FOLLOW UP after letters sent
BE POSITIVE – Your attitude carries great influence!!!
STEP 4RSVP YOUR VISITORS
Register in BNI Connect as Prospective Visitors
STEP 5EXCHANGE CONFIRMATION SHEETS Call the yes’s 2 days before meeting
DO NOT SKIP THIS STEP
STEP 6OPEN HOUSE DAY!!! Open House Visitor Check In VH prints 3 registration sheets
Set up an AWESOME Visitor Table
STEP 7OPEN HOUSE FOLLOW UP!!!
Questions? Director ConsultantIs first line of communication
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