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

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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